CAPITAL SOUTHWEST CORP (CSWC) — Institutional Holders, Q2 2026 (page 2)
216 institutional investment managers reported a CSWC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $670.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CSWC 13F holders ranked 101–200 of 216
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | GOLDMAN SACHS GROUP#101 · 23,312 sh | 23,312 | $554.1K | 0.00% | New |
| 102 | Apollon Wealth Management#102 · 22,681 sh | 22,681 | $539.1K | — | -8.0% |
| 103 | Mraz, Amerine & Associates#103 · 21,979 sh | 21,979 | $522.4K | 0.07% | -9.4% |
| 104 | GSA CAPITAL PARTNERS LLP#104 · 21,812 sh | 21,812 | $518.0K | 0.03% | New |
| 105 | Zuckerman Investment Group#105 · 21,371 sh | 21,371 | $508.0K | 0.04% | -2.6% |
| 106 | SUCCESSION FINANCIAL#106 · 465,000 sh | 465,000 | $486.6K | — | — |
| 107 | Closed-End Fund Advisors#107 · 19,487 sh | 19,487 | $463.2K | 0.45% | -36.3% |
| 108 | WEDBUSH SECURITIES#108 · 19,276 sh | 19,276 | $458.0K | — | +17.7% |
| 109 | 1900 WEALTH MANAGEMENT#109 · 18,272 sh | 18,272 | $434.3K | — | 0.0% |
| 110 | LBMC INVESTMENT ADVISORS#110 · 18,250 sh | 18,250 | $433.8K | 0.02% | 0.0% |
| 111 | DEARBORN PARTNERS#111 · 19,420 sh | 19,420 | $429.6K | 0.02% | 0.0% |
| 112 | Fund Advisors of America#112 · 16,578 sh | 16,578 | $394.1K | 0.36% | -10.0% |
| 113 | Virtus Investment Advisers#113 · 16,171 sh | 16,171 | $384.4K | 0.09% | -28.0% |
| 114 | Samalin Investment Counsel#114 · 16,005 sh | 16,005 | $380.4K | — | -30.1% |
| 115 | BROWN ADVISORY#115 · 15,770 sh | 15,770 | $374.9K | <0.01% | New |
| 116 | Belpointe Asset Management#116 · 15,354 sh | 15,354 | $365.0K | 0.01% | -2.8% |
| 117 | CreativeOne Wealth#117 · 15,016 sh | 15,016 | $356.9K | <0.01% | -27.9% |
| 118 | FCG Investment#118 · 13,763 sh | 13,763 | $327.1K | — | +29.0% |
| 119 | US BANCORP \DE\#119 · 13,700 sh | 13,700 | $325.6K | <0.01% | 0.0% |
| 120 | Black Swift Group#120 · 13,550 sh | 13,550 | $322.1K | 0.05% | New |
| 121 | EAGLE GLOBAL ADVISORS#121 · 13,515 sh | 13,515 | $321.3K | 0.01% | +44.5% |
| 122 | Amundi#122 · 13,279 sh | 13,279 | $315.6K | <0.01% | New |
| 123 | Engineers Gate Manager#123 · 13,045 sh | 13,045 | $310.1K | <0.01% | -25.9% |
| 124 | Mission Hills Financial Advisory#124 · 12,836 sh | 12,836 | $305.1K | 0.13% | New |
| 125 | Generali Investments CEE, investicni spolecnost, a.s.#125 · 12,758 sh | 12,758 | $303.3K | — | 0.0% |
| 126 | Accel Wealth Management#126 · 12,521 sh | 12,521 | $297.6K | — | +0.1% |
| 127 | D. E. Shaw#127 · 12,437 sh | 12,437 | $295.6K | <0.01% | New |
| 128 | Creative Planning#128 · 12,352 sh | 12,352 | $293.6K | <0.01% | +24.3% |
| 129 | Core Wealth Partners#129 · 12,320 sh | 12,320 | $292.8K | 0.12% | +6.9% |
| 130 | DRW Securities#130 · 11,959 sh | 11,959 | $284.3K | <0.01% | +7.1% |
| 131 | Arkadios Wealth Advisors#131 · 11,902 sh | 11,902 | $282.9K | <0.01% | New |
| 132 | Brevan Howard Capital Management#132 · 11,794 sh | 11,794 | $280.3K | <0.01% | -45.4% |
| 133 | TWO SIGMA SECURITIES#133 · 11,558 sh | 11,558 | $274.7K | 0.02% | New |
| 134 | Focus Partners Wealth#134 · 11,442 sh | 11,442 | $272.0K | <0.01% | +4.4% |
| 135 | Global Retirement Partners#135 · 11,373 sh | 11,373 | $270.3K | <0.01% | — |
| 136 | ProShare Advisors#136 · 11,364 sh | 11,364 | $270.1K | <0.01% | +0.3% |
| 137 | GEODE CAPITAL MANAGEMENT#137 · 11,251 sh | 11,251 | $267.4K | 0.00% | 0.0% |
| 138 | Squarepoint Ops#138 · 10,845 sh | 10,845 | $257.8K | <0.01% | +12.5% |
| 139 | MACKENZIE FINANCIAL#139 · 10,520 sh | 10,520 | $250.1K | <0.01% | New |
| 140 | Permanent Capital Management#140 · 9,820 sh | 9,820 | $233.4K | 0.03% | New |
| 141 | HighTower Advisors#141 · 9,746 sh | 9,746 | $231.7K | <0.01% | 0.0% |
| 142 | SageGuard Financial Group#142 · 9,122 sh | 9,122 | $216.8K | 0.03% | -5.9% |
| 143 | Sequoia Financial Advisors#143 · 8,825 sh | 8,825 | $209.8K | <0.01% | New |
| 144 | EIGHT 31 FINANCIAL#144 · 8,750 sh | 8,750 | $208.0K | 0.12% | New |
| 145 | VPR Management#145 · 8,500 sh | 8,500 | $202.0K | 0.08% | 0.0% |
| 146 | BANK OF MONTREAL#146 · 8,477 sh | 8,477 | $201.5K | <0.01% | New |
| 147 | AEGON USA Investment Management#147 · 185,000 sh | 185,000 | $192.4K | 0.14% | 0.0% |
| 148 | Amtrust Financial Services#148 · 170,000 sh | 170,000 | $177.4K | — | -70.2% |
| 149 | Leonteq Securities AG#149 · 7,000 sh | 7,000 | $166.4K | <0.01% | 0.0% |
| 150 | Allworth Financial#150 · 6,535 sh | 6,535 | $155.3K | <0.01% | +16.9% |
| 151 | Rialto Wealth Management#151 · 4,809 sh | 4,809 | $114.3K | 0.02% | 0.0% |
| 152 | Wealthstar Advisors#152 · 108,000 sh | 108,000 | $113.0K | — | 0.0% |
| 153 | Parallel Advisors#153 · 4,185 sh | 4,185 | $99.5K | <0.01% | 0.0% |
| 154 | HOLLENCREST SECURITIES#154 · 4,096 sh | 4,096 | $97.4K | <0.01% | +2.5% |
| 155 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#155 · 4,000 sh | 4,000 | $95.1K | <0.01% | -9.3% |
| 156 | IFG Advisory#156 · 3,500 sh | 3,500 | $83.2K | <0.01% | New |
| 157 | PNC FINANCIAL SERVICES GROUP#157 · 3,088 sh | 3,088 | $73.4K | 0.00% | -33.6% |
| 158 | Burk#158 · 3,068 sh | 3,068 | $72.9K | 0.03% | 0.0% |
| 159 | Capital Analysts#159 · 2,975 sh | 2,975 | $71.0K | <0.01% | +2.5% |
| 160 | Spire Wealth Management#160 · 2,800 sh | 2,800 | $66.6K | <0.01% | +366.7% |
| 161 | SIGNATUREFD#161 · 2,738 sh | 2,738 | $65.1K | — | -19.7% |
| 162 | PRINCIPAL SECURITIES#162 · 60,000 sh | 60,000 | $62.4K | <0.01% | 0.0% |
| 163 | Osbon Capital Management#163 · 2,500 sh | 2,500 | $59.4K | 0.05% | -5.7% |
| 164 | Washington Advisors#164 · 2,500 sh | 2,500 | $59.4K | — | 0.0% |
| 165 | Farther Finance Advisors#165 · 2,438 sh | 2,438 | $57.9K | — | -9.8% |
| 166 | EverSource Wealth Advisors#166 · 2,319 sh | 2,319 | $55.1K | <0.01% | -42.0% |
| 167 | State of Alaska, Department of Revenue#167 · 2,237 sh | 2,237 | $53.0K | — | 0.0% |
| 168 | PLANNING DIRECTIONS#168 · 50,000 sh | 50,000 | $52.3K | 0.02% | 0.0% |
| 169 | HIGHLINE WEALTH PARTNERS#169 · 2,094 sh | 2,094 | $49.8K | — | New |
| 170 | Steward Partners Investment Advisory#170 · 1,810 sh | 1,810 | $43.0K | <0.01% | New |
| 171 | Triumph Capital Management#171 · 1,750 sh | 1,750 | $41.6K | — | +25.0% |
| 172 | Geneos Wealth Management#172 · 1,630 sh | 1,630 | $38.7K | <0.01% | -15.5% |
| 173 | Allied Private Wealth#173 · 1,575 sh | 1,575 | $37.0K | 0.02% | — |
| 174 | Prime Capital Investment Advisors#174 · 30,000 sh | 30,000 | $31.2K | — | 0.0% |
| 175 | Rockefeller Capital Management L.P.#175 · 1,225 sh | 1,225 | $29.1K | 0.00% | +444.4% |
| 176 | JONES FINANCIAL COMPANIES LLLP#176 · 1,206 sh | 1,206 | $27.9K | 0.00% | +4.3% |
| 177 | OneDigital Investment Advisors#177 · 25,000 sh | 25,000 | $26.1K | <0.01% | 0.0% |
| 178 | STIFEL FINANCIAL#178 · 26,000 sh | 26,000 | $26.0K | 0.00% | -36.2% |
| 179 | North Star Investment Management#179 · 1,025 sh | 1,025 | $24.4K | <0.01% | 0.0% |
| 180 | Larson Financial Group#180 · 1,000 sh | 1,000 | $23.8K | <0.01% | 0.0% |
| 181 | Newbridge Financial Services Group#181 · 1,000 sh | 1,000 | $23.8K | — | 0.0% |
| 182 | Ronald Blue#182 · 985 sh | 985 | $23.4K | — | -6.5% |
| 183 | Heritage Wealth Advisors#183 · 980 sh | 980 | $23.3K | <0.01% | New |
| 184 | SIMPLEX TRADING#184 · 970 sh | 970 | $23.1K | 0.00% | -86.6% |
| 185 | NewEdge Advisors#185 · 955 sh | 955 | $22.7K | <0.01% | New |
| 186 | Avion Wealth#186 · 900 sh | 900 | $21.0K | <0.01% | +80.0% |
| 187 | Integrated Wealth Concepts#187 · 780 sh | 780 | $18.5K | <0.01% | New |
| 188 | Key Capital Management#188 · 726 sh | 726 | $17.3K | <0.01% | -7.2% |
| 189 | HHM Wealth Advisors#189 · 700 sh | 700 | $16.6K | <0.01% | 0.0% |
| 190 | Russell Investments Group, Ltd.#190 · 662 sh | 662 | $15.7K | 0.00% | +90.2% |
| 191 | LaSalle St. Investment Advisors#191 · 15,000 sh | 15,000 | $15.6K | <0.01% | 0.0% |
| 192 | Goldstein Advisors#192 · 14,000 sh | 14,000 | $14.6K | — | 0.0% |
| 193 | CENTRAL#193 · 600 sh | 600 | $14.3K | <0.01% | -77.8% |
| 194 | TOTH FINANCIAL ADVISORY#194 · 600 sh | 600 | $14.3K | — | 0.0% |
| 195 | TRUIST FINANCIAL#195 · 12,000 sh | 12,000 | $12.5K | 0.00% | 0.0% |
| 196 | GROUP ONE TRADING, L.P.#196 · 514 sh | 514 | $12.2K | 0.00% | -80.3% |
| 197 | HAGER INVESTMENT MANAGEMENT SERVICES#197 · 500 sh | 500 | $11.9K | <0.01% | 0.0% |
| 198 | NBC SECURITIES#198 · 11,000 sh | 11,000 | $11.4K | — | New |
| 199 | Dunhill Financial#199 · 400 sh | 400 | $9.5K | <0.01% | 0.0% |
| 200 | NISA INVESTMENT ADVISORS#200 · 291 sh | 291 | $6.9K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.