Who Owns CAP SOUTHWEST (CSWC)? -- Institutional Holders (2026-06-30)

201 institutions reported holding $428.6M of CAP SOUTHWEST (CSWC) in SEC 13F filings for 2026-06-30. Largest institutional holders: VAN ECK ASSOCIATES CORP ($36.3M), UBS Group AG ($29.0M), TWO SIGMA INVESTMENTS, LP ($28.1M), Sound Income Strategies, LLC ($22.2M), SANDERS MORRIS HARRIS LLC ($18.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VAN ECK ASSOCIATES CORP$36.3M1.5MAdded
2UBS Group AG$29.0M1.2MAdded
3TWO SIGMA INVESTMENTS, LP$28.1M1.2MTrimmed
4Sound Income Strategies, LLC$22.2M934,321Added
5SANDERS MORRIS HARRIS LLC$18.1M759,992Trimmed
6Empowered Funds, LLC$12.5M525,697Trimmed
7Empirical Finance, LLC$12.5M525,500Trimmed
8Legal & General Group Plc$11.9M499,715Added
9Cetera Investment Advisers$11.7M490,926Added
10Muzinich & Co., Inc.$10.4M435,909Added
11ENVESTNET ASSET MANAGEMENT INC$9.9M417,574Added
12LPL Financial LLC$9.6M402,585Added
13FRANKLIN RESOURCES INC$9.0M379,686Added
14Melia Wealth LLC$9.0M377,760Trimmed
15Columbus Macro, LLC$8.9M374,871Added
16TECTONIC ADVISORS LLC$8.4M355,370New
17BlackRock, Inc.$7.1M300,377Added
18EPIQ PARTNERS, LLC$7.0M294,003Trimmed
19SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.9M291,800Trimmed
20Sumitomo Mitsui Trust Group, Inc.$6.9M291,778Added
21RAYMOND JAMES FINANCIAL INC$6.4M269,532Added
22Union Bancaire Privee, UBP SA$6.3M1,685Hold
23Womack Financial LLC$5.5M230,538Trimmed
24MORGAN STANLEY$5.1M215,970Added
25Beacon Pointe Advisors, LLC$4.7M197,768Added

Source: SEC Form 13F filings · as of 2026-06-30