Capital Southwest Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SANDERS MORRIS HARRIS LLC | 04/09/2025 | 1.43 M | $31.99 M | 75.93% | 3.02% |
| VAN ECK ASSOCIATES CORP | 05/15/2025 | 1.17 M | $26.05 M | -1.96% | 2.46% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 1.01 M | $22.65 M | 31.02% | 2.14% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 803.14 K | $17.93 M | -19.78% | 1.69% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 798.50 K | $17.82 M | 18.51% | 1.68% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2025 | 686.51 K | $15.32 M | 2.10% | 1.45% |
| SOUND INCOME STRATEGIES, LLC | 04/17/2025 | 616.02 K | $13.75 M | 6.48% | 1.30% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 488.99 K | $10.91 M | 89.99% | 1.03% |
| TECTONIC ADVISORS LLC | 05/02/2025 | 440.47 K | $9.83 M | 10.67% | 0.93% |
| ZUCKERMAN INVESTMENT GROUP, LLC | 05/14/2025 | 427.02 K | $9.53 M | -36.50% | 0.90% |
| MELIA WEALTH LLC | 05/07/2025 | 422.31 K | $9.43 M | 5.16% | 0.89% |
| BEACON POINTE ADVISORS, LLC | 05/13/2025 | 414.49 K | $9.25 M | -15.46% | 0.87% |
| HARBOR CAPITAL ADVISORS, INC. | 04/14/2025 | 403.83 K | $9.01 M | 1.24% | 0.85% |
| CITADEL ADVISORS LLC | 05/15/2025 | 333.42 K | $7.44 M | 177.12% | 0.70% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 318.17 K | $7.10 M | 2.54% | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 300.60 K | $6.71 M | 54.35% | 0.63% |
| FRANKLIN RESOURCES INC | 05/13/2025 | 298.62 K | $6.67 M | 44.03% | 0.63% |
| UBS GROUP AG | 05/13/2025 | 296.88 K | $6.63 M | 189.90% | 0.63% |
| FIRST MANHATTAN CO. LLC. | 05/15/2025 | 287.14 K | $6.41 M | -4.91% | 0.61% |
| BLACKROCK, INC. | 05/02/2025 | 261.83 K | $5.84 M | 12.12% | 0.55% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 257.67 K | $5.75 M | 246.52% | 0.54% |
| EPIQ PARTNERS, LLC | 04/11/2025 | 255.40 K | $5.70 M | 100.00% | 0.54% |
| MARSHALL WACE, LLP | 05/15/2025 | 248.75 K | $5.55 M | 142.72% | 0.52% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 236.77 K | $5.28 M | 19.80% | 0.50% |
| DLD ASSET MANAGEMENT, LP | 05/29/2025 | 222.80 K | $4.97 M | 197.07% | 0.47% |
| LPL FINANCIAL LLC | 05/07/2025 | 197.68 K | $4.41 M | 16.93% | 0.42% |
| GRACE & WHITE INC /NY | 04/22/2025 | 176.60 K | $3.94 M | 0.00% | 0.37% |
| MORGAN STANLEY | 05/15/2025 | 159.80 K | $3.57 M | -25.13% | 0.34% |
| BARCLAYS PLC | 05/15/2025 | 153.47 K | $3.43 M | 98.19% | 0.32% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 148.57 K | $3.32 M | -0.65% | 0.31% |
| MUZINICH & CO., INC. | 05/05/2025 | 137.37 K | $3.07 M | 24.41% | 0.29% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 134.18 K | $2.99 M | 30.42% | 0.28% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 129.27 K | $2.89 M | -27.95% | 0.27% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2025 | 117.54 K | $2.62 M | 14.07% | 0.25% |
| DENALI ADVISORS LLC | 05/05/2025 | 116.40 K | $2.60 M | 11.40% | 0.25% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/07/2025 | 106.67 K | $2.38 M | 5.37% | 0.22% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2025 | 101.52 K | $2.27 M | 1.28% | 0.21% |
| CREATIVEONE WEALTH, LLC | 05/14/2025 | 92.02 K | $2.05 M | 100.00% | 0.19% |
| HODGES CAPITAL MANAGEMENT INC. | 06/02/2025 | 91.76 K | $2.05 M | 0.01% | 0.19% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 90.65 K | $2.02 M | -0.64% | 0.19% |
| HRT FINANCIAL LP | 05/15/2025 | 87.70 K | $1.96 M | -30.78% | 0.18% |
| BENJAMIN EDWARDS INC | 05/12/2025 | 84.78 K | $1.89 M | 2.92% | 0.18% |
| NAVITER WEALTH, LLC | 04/25/2025 | 81.75 K | $1.88 M | -2.13% | 0.17% |
| ARGENT TRUST CO | 05/09/2025 | 80.82 K | $1.80 M | 3.61% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 77.54 K | $1.73 M | 9.04% | 0.16% |
| MOERUS CAPITAL MANAGEMENT LLC | 05/13/2025 | 73.98 K | $1.65 M | 0.00% | 0.16% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 71.94 K | $1.61 M | 34.41% | 0.15% |
| FIRST DALLAS SECURITIES INC. | 05/16/2025 | 71.93 K | $1.61 M | 7.18% | 0.15% |
| CITADEL ADVISORS LLC | 05/15/2025 | 71.80 K | $1.60 M | 41.06% | 0.15% |
| SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 05/15/2025 | 70.37 K | $1.57 M | 4.14% | 0.15% |
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Capital Southwest Corporation institutional Ownership - FAQ's
During the previous two years, 223 institutional investors and hedge funds held shares of Capital Southwest Corporation. The most heavily invested institutionals were:
SANDERS MORRIS HARRIS LLC: 1.43 M
VAN ECK ASSOCIATES CORP: 1.17 M
TWO SIGMA ADVISERS, LP: 1.01 M
BALYASNY ASSET MANAGEMENT L.P.: 803,136
TWO SIGMA INVESTMENTS, LP: 798,500
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 686,513
35.74% of Capital Southwest Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 18.76 M shares in the last 24 months. This purchase volume represents approximately $398.47 M in transactions.