CAPITAL SOUTHWEST CORP

CSWCNASDAQ

$23.52+0.22 (+0.94%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

CAPITAL SOUTHWEST CORP price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+6.7%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Van Eck Associates Corp	2.40%	$36.3M	0.02%	Add 35.40%
UBS Group AG	1.91%	$29M	0.00%	Not reported
Two Sigma Investments, LP	1.85%	$28.1M	0.02%	Not reported
Sound Income Strategies, LLC	1.47%	$22.2M	1.00%	Add 3.43%
Sanders Morris Harris LLC	1.19%	$18.1M	10.48%	Reduce 31.60%
Empowered Funds, LLC	0.82%	$12.5M	0.07%	Reduce 15.09%
Empirical Finance, LLC	0.82%	$12.5M	0.52%	Reduce 15.09%
Legal & General Group Plc	0.78%	$11.9M	0.00%	Not reported
Cetera Investment Advisers	0.77%	$11.7M	0.01%	Not reported
Muzinich & Co., Inc.	0.68%	$10.4M	3.54%	Add 2.27%
Envestnet Asset Management Inc	0.66%	$9.93M	0.00%	Not reported
LPL Financial LLC	0.63%	$9.57M	0.00%	Not reported
Melia Wealth LLC	0.59%	$8.98M	5.17%	Reduce 26.72%
Columbus Macro, LLC	0.59%	$8.91M	0.87%	Add 4.78%
Tectonic Advisors LLC	0.56%	$8.45M	0.41%	New Not reported
BlackRock, Inc.	0.47%	$7.14M	0.00%	Not reported
Epiq Partners, LLC	0.46%	$6.99M	2.96%	Reduce 5.87%
Sumitomo Mitsui Trust Group, Inc.	0.46%	$6.94M	0.00%	Add 2.46%
Raymond James Financial Inc	0.42%	$6.41M	0.00%	Not reported
Womack Financial LLC	0.36%	$5.48M	3.62%	Reduce 0.75%
Morgan Stanley	0.34%	$5.13M	0.00%	Not reported
Beacon Pointe Advisors, LLC	0.31%	$4.7M	0.02%	Not reported
First Manhattan Co. LLC.	0.26%	$3.99M	0.01%	Reduce 11.13%
Naviter Wealth, LLC	0.26%	$3.99M	0.36%	Add 34.65%
Schonfeld Strategic Advisors LLC	0.25%	$3.8M	0.01%	Not reported
Grace & White Inc	0.25%	$3.8M	0.60%	Not reported
Foundations Investment Advisors, LLC	0.20%	$3.07M	0.03%	Reduce 4.65%
Cambridge Investment Research Advisors, Inc.	0.20%	$3.01M	0.00%	Not reported
GraniteShares Advisors LLC	0.20%	$3.01M	1.93%	Add 15.06%
Marshall Wace, LLP	0.19%	$2.87M	0.00%	Not reported
Hodges Capital Management Inc.	0.18%	$2.67M	0.18%	Add 1.82%
Ameriprise Financial Inc	0.16%	$2.47M	0.00%	Not reported
Trexquant Investment LP	0.16%	$2.46M	0.01%	Not reported
Advisors Asset Management, Inc.	0.15%	$2.34M	0.04%	Not reported
XTX Topco Ltd	0.15%	$2.31M	0.03%	Not reported
Confluence Investment Management LLC	0.15%	$2.27M	0.04%	Add 0.02%
First Dallas Securities Inc.	0.14%	$2.15M	0.71%	Add 0.87%
Citadel Advisors LLC	0.14%	$2.1M	0.00%	Not reported
Inspire Advisors, LLC	0.14%	$2.09M	0.15%	Add 500.78%
Bank of America Corp	0.14%	$2.04M	0.00%	Not reported
Neuberger Berman Group LLC	0.13%	$2.01M	0.00%	Not reported
Benjamin Edwards Inc	0.13%	$1.99M	0.02%	Reduce 5.13%
State Street Corp	0.13%	$1.91M	0.00%	Not reported
SMH Capital Advisors Inc	0.13%	$1.9M	7.46%	Add 2.18%
Truvestments Capital LLC	0.12%	$1.87M	0.28%	Add 8.14%
CANADA LIFE ASSURANCE Co	0.12%	$1.85M	0.00%	Add 18.80%
Balyasny Asset Management L.P.	0.12%	$1.83M	0.00%	Not reported
Militia Capital Management LLC	0.12%	$1.78M	0.05%	Reduce 28.57%
Legacy Capital Wealth Partners, LLC	0.12%	$1.77M	0.34%	Add 4.89%
Denali Advisors LLC	0.11%	$1.71M	0.17%	Reduce 5.05%

50 of 181 holders

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