Capital Southwest Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 07/11/2025 | 13.09 M | $311.17 K | 100.00% | 24.46% | |
| SANDERS MORRIS HARRIS LLC | 07/30/2025 | 1.39 M | $30.64 M | -2.98% | 2.60% |
| VAN ECK ASSOCIATES CORP | 08/14/2025 | 1.35 M | $29.70 M | 15.46% | 2.52% |
| TWO SIGMA ADVISERS, LP | 08/14/2025 | 983.50 K | $21.68 M | -3.09% | 1.84% |
| UBS GROUP AG | 08/14/2025 | 783.06 K | $17.26 M | 163.77% | 1.46% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2025 | 761.22 K | $16.78 M | -4.67% | 1.42% |
| SOUND INCOME STRATEGIES, LLC | 07/17/2025 | 702.20 K | $15.48 M | 13.99% | 1.31% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2025 | 546.28 K | $12.04 M | -31.98% | 1.02% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2025 | 526.73 K | $11.61 M | 7.72% | 0.98% |
| TECTONIC ADVISORS LLC | 07/23/2025 | 521.69 K | $11.50 M | 18.44% | 0.97% |
| MELIA WEALTH LLC | 07/28/2025 | 464.97 K | $10.25 M | 10.10% | 0.87% |
| ZUCKERMAN INVESTMENT GROUP, LLC | 08/15/2025 | 460.38 K | $10.15 M | 7.81% | 0.86% |
| CETERA INVESTMENT ADVISERS | 08/08/2025 | 361.72 K | $7.97 M | 402.78% | 0.68% |
| ENVESTNET ASSET MANAGEMENT INC | 08/01/2025 | 335.72 K | $7.40 M | 639.74% | 0.63% |
| LEGAL & GENERAL GROUP PLC | 08/12/2025 | 332.75 K | $7.33 M | 4.58% | 0.62% |
| BLACKROCK, INC. | 08/12/2025 | 320.72 K | $7.07 M | 22.49% | 0.60% |
| FRANKLIN RESOURCES INC | 08/12/2025 | 290.76 K | $6.41 M | -2.63% | 0.54% |
| COLUMBUS MACRO, LLC | 07/23/2025 | 290.70 K | $6.41 M | 100.00% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 286.60 K | $6.32 M | -4.66% | 0.54% |
| EPIQ PARTNERS, LLC | 07/09/2025 | 266.80 K | $5.88 M | 4.46% | 0.50% |
| FIRST MANHATTAN CO. LLC. | 08/14/2025 | 258.99 K | $5.71 M | -9.80% | 0.48% |
| HRT FINANCIAL LP | 08/14/2025 | 242.08 K | $5.34 M | 176.04% | 0.45% |
| BEACON POINTE ADVISORS, LLC | 08/13/2025 | 226.21 K | $4.99 M | -45.42% | 0.42% |
| MUZINICH & CO., INC. | 08/04/2025 | 225.79 K | $4.98 M | 64.37% | 0.42% |
| LPL FINANCIAL LLC | 08/12/2025 | 205.64 K | $4.53 M | 4.03% | 0.38% |
| GRACE & WHITE INC /NY | 07/24/2025 | 174.60 K | $3.85 M | -1.13% | 0.33% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/31/2025 | 172.60 K | $3.80 M | 28.63% | 0.32% |
| ROYAL BANK OF CANADA | 08/14/2025 | 149.06 K | $3.29 M | 115.59% | 0.28% |
| MARSHALL WACE, LLP | 08/13/2025 | 147.16 K | $3.24 M | -40.84% | 0.28% |
| ARGENT TRUST CO | 08/12/2025 | 123.35 K | $2.72 M | 52.63% | 0.23% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/08/2025 | 118.20 K | $2.61 M | 10.80% | 0.22% |
| DENALI ADVISORS LLC | 07/30/2025 | 113.85 K | $2.51 M | -2.19% | 0.21% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/12/2025 | 112.51 K | $2.48 M | -24.27% | 0.21% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 08/14/2025 | 107.20 K | $2.36 M | 98.47% | 0.20% |
| HODGES CAPITAL MANAGEMENT INC. | 08/07/2025 | 106.05 K | $2.34 M | 15.57% | 0.20% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2025 | 102.11 K | $2.25 M | 0.58% | 0.19% |
| NAVITER WEALTH, LLC | 07/28/2025 | 100.11 K | $2.21 M | 22.45% | 0.19% |
| CREATIVEONE WEALTH, LLC | 08/12/2025 | 98.87 K | $2.18 M | 7.45% | 0.18% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2025 | 92.16 K | $2.03 M | 100.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 87.80 K | $1.94 M | 55.95% | 0.16% |
| BENJAMIN EDWARDS INC | 08/14/2025 | 87.77 K | $1.93 M | 3.52% | 0.16% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2025 | 80.64 K | $1.78 M | 22.70% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 08/06/2025 | 79.79 K | $1.76 M | 2.90% | 0.15% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 08/07/2025 | 79.51 K | $1.75 M | -38.49% | 0.15% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2025 | 78.81 K | $1.74 M | 100.00% | 0.15% |
| FIRST DALLAS SECURITIES INC. | 08/07/2025 | 77.10 K | $1.70 M | 7.20% | 0.14% |
| SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 08/14/2025 | 77.05 K | $1.70 M | 9.49% | 0.14% |
| QUANTBOT TECHNOLOGIES LP | 08/13/2025 | 75.55 K | $1.67 M | 22.73% | 0.14% |
| MOERUS CAPITAL MANAGEMENT LLC | 08/11/2025 | 73.98 K | $1.63 M | 0.00% | 0.14% |
| AMERIPRISE FINANCIAL INC | 08/14/2025 | 69.50 K | $1.53 M | -23.33% | 0.13% |
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Capital Southwest Corporation institutional Ownership - FAQ's
During the previous two years, 230 institutional investors and hedge funds held shares of Capital Southwest Corporation. The most heavily invested institutionals were:
SANDERS MORRIS HARRIS LLC: 1.39 M
VAN ECK ASSOCIATES CORP: 1.35 M
TWO SIGMA ADVISERS, LP: 983,500
UBS Group AG: 783,060
TWO SIGMA INVESTMENTS, LP: 761,221
Sound Income Strategies, LLC: 702,201
55.64% of Capital Southwest Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 18.47 M shares in the last 24 months. This purchase volume represents approximately $420.39 M in transactions.