Institutional Ownership
Capital Southwest Corp
CUSIP 140501AE7NOTE 5.125%11/1CSWCQ1 2026
Institutional Holders
10
13F filers
Shares Held
27.22M
Aggregate institutional
Institutional Value
$39.34M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased1
Sold out2
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 14.11M | $14.39M | +875.0K | Added |
| 2 | Smh Capital Advisors Inc | 11.6K | $11.61M | −12.18M | Reduced |
| 3 | Income Research & Management | 10.13M | $10.32M | 0 | Held |
| 4 | Ssi Investment Management LLC | 2.50M | $2.55M | +2.50M | New |
| 5 | &Partners | 229.0K | $233.4K | 0 | Held |
| 6 | Wealthstar Advisors, LLC | 108.0K | $112.1K | 0 | Held |
| 7 | Planning Directions Inc | 50.0K | $51.3K | 0 | Held |
| 8 | Envestnet Asset Management Inc | 49.0K | $49.9K | 0 | Held |
| 9 | Cetera Investment Advisers | 16.0K | $16.3K | 0 | Held |
| 10 | Lasalle St. Investment Advisors, LLC | 15.0K | $15.3K | 0 | Held |