Institutional Ownership
Capital Southwest Corp
CUSIP 140501107COMCSWCQ1 2026
Institutional Holders
168
13F filers
Shares Held
16.64M
Aggregate institutional
Institutional Value
$339.37M
Q1 2026
Net New Holders
+12
32 new · 20 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions32
Increased52
Decreased48
Sold out20
Institutional Holders
168 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Two Sigma Investments, LP | 2.35M | $51.97M | +1.30M | Added |
| 2 | Sanders Morris Harris LLC | 1.11M | $24.58M | +1.11M | New |
| 3 | Sound Income Strategies, LLC | 903.3K | $19.81M | +17.4K | Added |
| 4 | Ubs Group AG | 854.1K | $18.89M | +37.0K | Added |
| 5 | Empowered Funds, LLC | 619.1K | $13.69M | +619.1K | New |
| 6 | Empirical Finance, LLC | 618.9K | $13.69M | +618.9K | New |
| 7 | Melia Wealth LLC | 515.5K | $11.40M | +12.5K | Added |
| 8 | Cetera Investment Advisers | 452.7K | $10.01M | +28.1K | Added |
| 9 | Legal & General Group PLC | 443.1K | $9.80M | +53.6K | Added |
| 10 | Muzinich & Co., Inc. | 426.2K | $9.43M | +921 | Added |
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