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Capital Southwest Corp

Institutional holders · 13F as of Dec 31, 2025

164 holders

HolderValueShares% of shares
CX Institutional$21000.00%
Avion Wealth$115000.00%
HUNTINGTON NATIONAL BANK$4420.00%
State of Alaska, Department of Revenue$492,2370.00%
Capital Analysts, LLC$632,8300.00%
BNP Paribas Asset Management Holding S.A.$813,6770.01%
DHJJ Financial Advisors, Ltd.$11150.00%
CWM, LLC$26111,7670.02%
WEDBUSH SECURITIES INC$36216,3780.03%
GSA CAPITAL PARTNERS LLP$50022,5640.04%
ASSETMARK, INC$597270.00%
NBT BANK N A /NY$707220.00%
Cambridge Investment Research Advisors, Inc.$84338,0790.06%
HRT FINANCIAL LP$1.4K63,1450.10%
CANADA LIFE ASSURANCE Co$1.5K65,6060.10%
DELTA ASSET MANAGEMENT LLC/TN$1.6K700.00%
Caitong International Asset Management Co., Ltd$2.1K970.00%
FLAGSHIP HARBOR ADVISORS, LLC$2.4K1090.00%
Archer Investment Corp$3.1K1380.00%
FIRST HORIZON CORP$4.4K2000.00%
Rockefeller Capital Management L.P.$5.0K2250.00%
LRI Investments, LLC$5.5K2500.00%
Quarry LP$6.2K2800.00%
NISA INVESTMENT ADVISORS, LLC$6.4K2910.00%
REDMONT WEALTH ADVISORS LLC$7.4K3350.00%
Dunhill Financial, LLC$9.5K4000.00%
NOMURA ASSET MANAGEMENT CO LTD$9.9K4470.00%
CHILTON CAPITAL MANAGEMENT LLC$10.0K4500.00%
Russell Investments Group, Ltd.$10.5K4740.00%
1620 INVESTMENT ADVISORS, INC.$11.1K5000.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$11.1K5000.00%
Key Capital Management, INC$11.4K5140.00%
TOTH FINANCIAL ADVISORY CORP$13.3K6000.00%
Spire Wealth Management$13.3K6000.00%
HHM Wealth Advisors, LLC$15.5K7000.00%
JONES FINANCIAL COMPANIES LLLP$17.8K8040.00%
Newbridge Financial Services Group, Inc.$22.1K1,0000.00%
Larson Financial Group LLC$22.1K1,0000.00%
North Star Investment Management Corporation$22.7K1,0250.00%
Blue Trust, Inc.$23.3K1,0530.00%
CIBC Private Wealth Group LLC$29.7K1,3400.00%
VAN ECK ASSOCIATES CORP$30.6K1,380,3162.17%
Triumph Capital Management$31.0K1,4000.00%
SageView Advisory Group, LLC$34.4K1,5510.00%
Geneos Wealth Management Inc.$42.8K1,9300.00%
TCTC Holdings, LLC$47.3K2,1360.00%
Osbon Capital Management LLC$55.4K2,5000.00%
Washington Trust Advisors, Inc.$55.4K2,5000.00%
SIGNATUREFD, LLC$59.0K2,6630.00%
EverSource Wealth Advisors, LLC$62.0K2,7970.00%
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