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Disclosery

CSWC CAPITAL SOUTHWEST CORP

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COM (common), issuer CIK 17313

168 managers (168 13F filers) reported a position in CSWC shares at 2026-03-31, 16,714,687 shares in all. 30 filers opened a position and 22 filers sold out during the quarter.

Managers
168
13F filers
168
New
30
Added
54
Reduced
47
Sold out
22
Shares held by filers
16,714,687

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,349,648$52M0.04%+1,300,26613F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,127,561$24.9M0.02%-252,75513F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC1,111,173$24.6M3.9%new13F-HRTimeline
Sound Income Strategies, LLC903,329$19.8M0.96%+17,36213F-HRTimeline
UBS Group AGin group UBS Group AG854,131$18.9M<0.01%+36,98313F-HRTimelineGroup
Empowered Funds, LLC619,098$13.7M0.09%new13F-HR/ATimeline
Empirical Finance, LLC618,866$13.7M0.64%new13F-HR/ATimeline
Melia Wealth LLC515,478$11.4M5.52%+12,49013F-HRTimeline
Cetera Investment Advisers452,698$10M0.01%+28,06713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc443,138$9.8M<0.01%+53,55813F-HRTimelineGroup
Muzinich & Co., Inc.426,243$9.43M3.3%+92113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC402,926$8.91M<0.01%+16,78813F-HRTimelineGroup
Columbus Macro, LLC357,781$7.91M0.85%+12,26113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources329,121$7.28M<0.01%+66,82213F-HRTimelineGroup
EPIQ PARTNERS, LLC312,326$6.91M3.23%+1,36113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …284,778$6.3M<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.276,490$6.12M<0.01%-145,76713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC264,659$5.85M<0.01%-16,35413F-HRTimelineGroup
Womack Financial LLC232,275$5.14M3.78%+15,15013F-HRTimeline
LPL Financial LLC231,713$5.13M<0.01%+16,93313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC204,548$4.52M<0.01%+7,38013F-HRTimelineGroup
Beacon Pointe Advisors, LLC196,768$4.35M0.02%+1,75013F-HRTimeline
FIRST MANHATTAN CO. LLC.188,859$4.18M0.01%-17,14313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY184,028$4.07M<0.01%-54,23613F-HRTimelineGroup
GRACE & WHITE INC /NY164,697$3.64M0.64%013F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC147,319$3.26M0.01%-22,53913F-HRTimeline
Foundations Investment Advisors, LLC135,453$3M0.04%+5,60513F-HRTimeline
Naviter Wealth, LLC124,570$2.76M0.34%+25,32513F-HRTimeline
Hodges Capital Management Inc.110,275$2.44M0.2%+1,81313F-HRTimeline
GraniteShares Advisors LLC109,894$2.43M1.75%-12,57813F-HRTimeline
Advisors Asset Management, Inc.108,400$2.4M0.04%+4,93713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC105,475$2.35M<0.01%+85,36913F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC95,339$2.11M0.03%+11,52913F-HRTimeline
HRT FINANCIAL LP93,416$2.07M0.01%+30,27113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC92,473$2.05M<0.01%-2,31213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management90,908$2.01M<0.01%+77,49813F-HRTimelineGroup
First Dallas Securities Inc.89,691$1.98M0.73%-22013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC88,225$1.95M0.02%-1,48413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,975$1.75M<0.01%+1,03813F-HRTimelineGroup
SMH CAPITAL ADVISORS INC78,364$1.73M4.9%-4013F-HR/ATimeline
DENALI ADVISORS LLC75,847$1.68M0.19%-43713F-HRTimeline
Truvestments Capital LLC72,746$1.61M0.29%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC71,174$1.57M0.32%+4,95613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP69,062$1.53M<0.01%+6,55513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.69,760$1.5M0.1%+8513F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co65,606$1.46M<0.01%-6,17513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.63,745$1.41M0.05%+5,83213F-HRTimeline
Moerus Capital Management LLC61,698$1.36M0.5%013F-HRTimeline
COZAD ASSET MANAGEMENT INC59,867$1.32M0.1%+7,48713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,864$1.26M<0.01%+12,48613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS56,578$1.25M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…55,815$1.24M<0.01%+17,73613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,028$1.22M<0.01%-37,31913F-HRTimeline
Catalyst Capital Advisors LLC49,000$1.08M0.02%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,774$924K<0.01%-8,68413F-HRTimelineGroup
Cornerstone Wealth Management, LLC40,588$898K0.04%-24713F-HRTimeline
Symphony Financial, Ltd. Co.40,969$892K0.12%+1,52813F-HRTimeline
Sunbelt Securities, Inc.37,030$819K0.05%+1,53013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.37,018$819K0.33%-1,06613F-HRTimeline
Militia Capital Management LLCin group Militia Capital Management LLC35,000$774K0.17%13F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC31,895$706K<0.01%+11,83913F-HRTimelineGroup
AlphaCore Capital LLC30,996$686K0.02%new13F-HRTimeline
Closed-End Fund Advisors, Inc.30,588$677K0.69%-83,14313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC29,217$646K0.01%+1,75613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,651$590K<0.01%-20,56613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.26,318$582K<0.01%-8,25813F-HRTimelineGroup
Greenland Capital Management LP26,000$575K0.11%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,648$545K0.01%-2013F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.24,254$536K0.08%-4,65613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,273$515K<0.01%-56,28313F-HRTimelineGroup
Samalin Investment Counsel, LLC22,881$506K0.18%-5,46213F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…22,464$497K0.14%-10,21813F-HRTimelineGroup
Zuckerman Investment Group, LLC21,937$485K0.05%-22,99313F-HRTimeline
CWM, LLCin group CWM, LLC21,621$478K<0.01%+9,85413F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…21,618$478K<0.01%+30413F-HRTimelineGroup
Arlington Capital Management, Inc.21,565$477K0.27%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,830$461K0.01%-30,01013F-HRTimelineGroup
Bayshore Capital Advisors, LLC20,500$453K0.19%new13F-HRTimeline
DEARBORN PARTNERS LLC19,420$430K0.02%-57913F-HRTimeline
OXFORD ASSET MANAGEMENT LLP19,172$424K0.17%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Purpose Unlimited Inc.in group Purpose Unlimited Inc.19,000$408K0.02%new13F-HRTimelineGroup
Fund Advisors of America Inc/FL18,426$408K0.41%-2,19413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,416$407K0.01%new13F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC18,272$404K0.03%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC18,250$404K0.02%013F-HRTimeline
Engineers Gate Manager LP17,597$389K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,437$386K<0.01%-10,75313F-HRTimelineGroup
WEDBUSH SECURITIES INC16,378$362K0.01%013F-HRTimeline
Belpointe Asset Management LLC15,801$350K0.01%-7,78113F-HRTimeline
Quantbot Technologies LP15,733$348K0.01%-3,54513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC14,608$323K0.03%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,690$316K<0.01%-3,82813F-HR/ATimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP12,877$309K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,700$303K<0.01%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd13,313$294K0.01%new13F-HRTimelineGroup
Generali Investments CEE, investicni sp…12,758$282K0.01%013F-HRTimeline
Accel Wealth Management12,508$277K0.07%+1313F-HRTimeline
Core Wealth Partners LLC11,520$255K0.12%013F-HRTimeline
ProShare Advisors LLC11,330$251K<0.01%+38613F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC11,251$249K<0.01%013F-HRTimelineGroup
DRW Securities, LLC11,165$247K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,960$242K<0.01%new13F-HRTimelineGroup
FCG Investment Co10,669$236K0.1%13F-HRTimeline
Creative Planningin group Creative Planning9,938$220K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC9,747$216K<0.01%+10913F-HRTimeline
SageGuard Financial Group, LLC9,690$214K0.03%-2,42313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC9,637$213K<0.01%new13F-HRTimelineGroup
Trexquant Investment LP9,613$213K<0.01%-12,50913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC9,350$207K0.01%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,293$206K<0.01%-2,42613F-HRTimelineGroup
VPR Management LLC8,500$188K0.08%013F-HRTimeline
SIMPLEX TRADING, LLC7,233$160K<0.01%-20,52113F-HRTimeline
Leonteq Securities AG7,000$155K0.01%+70013F-HRTimeline
Allworth Financial LP5,588$124K<0.01%+74313F-HRTimeline
Rialto Wealth Management, LLC4,809$106K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,654$103K<0.01%+3,08813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,409$97.5K<0.01%+40913F-HRTimelineGroup
Parallel Advisors, LLC4,185$92.6K<0.01%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT3,998$88.4K<0.01%-3,43813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,986$88.2K<0.01%-1,76713F-HR/ATimelineGroup
SIGNATUREFD, LLC3,409$75.4K<0.01%+74613F-HRTimeline
Burk Holdings LLC3,068$67.9K0.03%new13F-HRTimeline
MAI Capital Management3,051$67.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,903$64K<0.01%+7313F-HRTimelineGroup
Weiss Asset Management LPin group Weiss Asset Management LP2,852$63.1K<0.01%+2,80813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CENTRAL TRUST Co2,700$59.7K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,702$59.3K<0.01%-2,61613F-HRTimeline
Osbon Capital Management LLC2,650$58.6K0.05%+15013F-HRTimeline
GROUP ONE TRADING LLC2,606$57.6K<0.01%-2,46713F-HRTimeline
Washington Trust Advisors, Inc.2,500$55.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,329$51.5K<0.01%-46813F-HR/ATimelineGroup
State of Alaska, Department of Revenue2,237$49K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,930$42.7K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA1,685$36.2K<0.01%-5,58013F-HRTimeline
Wilmington Savings Fund Society, FSB1,600$35.4K<0.01%new13F-HRTimeline
Triumph Capital Management1,400$31K0.01%013F-HRTimeline
Elequin Capital, LP1,177$26K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,156$24.8K<0.01%+35213F-HRTimelineGroup
Blue Trust, Inc.1,053$23.3K<0.01%013F-HRTimeline
Quarry LP1,030$22.8K<0.01%+75013F-HRTimeline
North Star Investment Management Corp.1,025$22.7K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$22.1K<0.01%013F-HRTimeline
NFSG Corp1,000$22.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…802$17.7K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC782$17.3K0.01%+26813F-HRTimeline
HHM Wealth Advisors, LLC700$15.5K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP600$13.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management600$13.3K<0.01%013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…500$11.1K0.01%013F-HRTimeline
Avion Wealth500$11K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC450$9.95K<0.01%-2,25013F-HRTimeline
Dunhill Financial, LLC400$8.85K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…348$7.7K<0.01%-12613F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC291$6.44K<0.01%013F-HRTimeline
LRI Investments, LLC250$5.53K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…225$4.98K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP200$4.42K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC197$4.36K<0.01%new13F-HRTimeline
Archer Investment Corp142$3.13K<0.01%+413F-HRTimeline
Caitong International Asset Management …62$1.37K<0.01%-3513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN60$1.33K<0.01%-1013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.33$725<0.01%+1113F-HRTimelineGroup
Hilton Head Capital Partners, LLC30$664<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27$597<0.01%+2413F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$111<0.01%013F-HRTimeline
PMV Capital Advisers, LLC2$45<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2$44<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$22<0.01%new13F-HRTimelineGroup