Companies / CAPITAL SOUTHWEST CORP / Institutional holders

Capital Southwest Corp

Institutional holders · 13F as of Mar 31, 2026

Holder	Value	Shares	% of shares
TWO SIGMA INVESTMENTS, LP	$51.97M	2,349,648	3.69%
Union Bancaire Privee, UBP SA	$24.80M	7,265	0.01%
SANDERS MORRIS HARRIS LLC	$24.58M	1,111,173	1.74%
TWO SIGMA ADVISERS, LP	$23.54M	1,062,917	1.67%
Sound Income Strategies, LLC	$20.98M	885,967	1.39%
UBS Group AG	$18.10M	817,148	1.28%
Melia Wealth LLC	$11.14M	502,988	0.79%
LPL Financial LLC	$9.57M	402,585	0.63%
Muzinich & Co., Inc.	$9.42M	425,322	0.67%
Cetera Investment Advisers	$9.41M	424,631	0.67%
Legal & General Group Plc	$8.64M	389,580	0.61%
ENVESTNET ASSET MANAGEMENT INC	$8.55M	386,138	0.61%
Columbus Macro, LLC	$7.65M	345,520	0.54%
BlackRock, Inc.	$7.14M	300,377	0.47%
EPIQ PARTNERS, LLC	$6.89M	310,965	0.49%
Sumitomo Mitsui Trust Group, Inc.	$6.31M	284,778	0.45%
RAYMOND JAMES FINANCIAL INC	$6.22M	281,013	0.44%
Franklin Resources, Inc.	$5.81M	262,299	0.41%
Morgan Stanley	$5.28M	238,264	0.37%
THE GOLDMAN SACHS GROUP, INC.	$5.07M	229,086	0.36%
Womack Financial LLC	$4.81M	217,125	0.34%
FIRST MANHATTAN CO. LLC.	$4.56M	206,002	0.32%
Millennium Management LLC	$4.52M	204,548	0.32%
Beacon Pointe Advisors, LLC	$4.32M	195,018	0.31%
Connor, Clark & Lunn Investment Management Ltd.	$4.18M	188,921	0.30%
Naviter Wealth, LLC	$3.99M	167,732	0.26%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$3.76M	169,858	0.27%
GRACE & WHITE INC /NY	$3.65M	164,697	0.26%
FOUNDATIONS INVESTMENT ADVISORS, LLC	$2.88M	129,848	0.20%
GraniteShares Advisors LLC	$2.71M	122,472	0.19%
Closed-End Fund Advisors, Inc.	$2.52M	113,731	0.18%
Hodges Capital Management Inc.	$2.44M	110,275	0.17%
Advisors Asset Management, Inc.	$2.40M	108,400	0.17%
Barclays PLC	$2.16M	97,739	0.15%
Neuberger Berman Group LLC	$2.10M	94,785	0.15%
FJ Capital Management LLC	$2.05M	92,685	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	$2.05M	92,347	0.14%
Balyasny Asset Management L.P.	$2.01M	90,908	0.14%
BENJAMIN EDWARDS INC	$1.99M	89,709	0.14%
First Dallas Securities Inc.	$1.98M	89,691	0.14%
Verition Fund Management LLC	$1.96M	88,378	0.14%
STATE STREET CORPORATION	$1.91M	80,442	0.13%
CONFLUENCE INVESTMENT MANAGEMENT LLC	$1.86M	83,810	0.13%
SMH CAPITAL ADVISORS INC	$1.73M	1,733	0.00%
JANE STREET GROUP, LLC	$1.73M	77,937	0.12%
Sovereign's Capital Management, LLC	$1.69M	76,522	0.12%
DENALI ADVISORS LLC	$1.68M	75,847	0.12%
B. Riley Wealth Advisors, Inc.	$1.54M	69,675	0.11%
Legacy Capital Wealth Partners, LLC	$1.47M	66,218	0.10%
Atom Investors LP	$1.46M	65,809	0.10%