Capital Southwest Corp (CSWC)
Capital Southwest Corp (CSWC) is listed on Nasdaq, where it has traded since March 27, 1990.
- Listed On
- Nasdaq
- Listed Since
- March 27, 1990
- Employees
- 36
- Market Cap
- $1.4B
About Capital Southwest Corp
Capital Southwest Corp is a U.S.-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective is to produce attractive risk-adjusted returns by generating current income from debt investments and capital appreciation from equity and equity related investments. It focuses on providing flexible financing solutions through partnerships with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien, and subordinated debt, preferred stocks, common stocks, and warrants. The primary source of revenue comprises interest income and dividend income from investments made as well as management fees.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 185 institutions reported holding CSWC, with 17.1 million shares worth $413.5 million in aggregate. The largest reported holder was Van Eck Associates, with 1.5 million shares worth $36.3 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Van Eck Associates | 1,526,667 | $36M | Added 35.4% |
| UBS Group | 1,218,244 | $29M | Added 42.63% |
| Two Sigma Investments | 1,180,391 | $28M | Reduced 49.76% |
| Sound Income Strategies | 934,321 | $22M | Added 3.43% |
| Sanders Morris Harris | 759,992 | $18M | Reduced 31.6% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CSWC?
Capital Southwest Corp (CSWC) is listed on Nasdaq, where it has traded since March 27, 1990.
Who are the largest institutional holders of CSWC?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CSWC were Van Eck Associates, UBS Group and Two Sigma Investments.
How many institutions own CSWC?
185 institutions reported a position in CSWC for the quarter ended June 30, 2026, worth $413.5 million in total.
Did institutions buy or sell CSWC last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for CSWC.
Every reported institutional holder, plus insider and congressional trades in CSWC, on SentiSense.