Companies / CAPITAL SOUTHWEST CORP / Institutional holders

Capital Southwest Corp

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Moerus Capital Management LLC	$1.37M	61,698	0.10%
Hennion & Walsh Asset Management, Inc.	$1.28M	57,913	0.09%
BNP PARIBAS FINANCIAL MARKETS	$1.25M	56,578	0.09%
COZAD ASSET MANAGEMENT INC	$1.16M	52,380	0.08%
CreativeOne Wealth, LLC	$1.13M	50,840	0.08%
BANK OF AMERICA CORP /DE	$1.12M	50,458	0.08%
Catalyst Capital Advisors LLC	$1.09M	49,000	0.08%
NORTHERN TRUST CORP	$1.05M	47,217	0.07%
Zuckerman Investment Group, LLC	$995.2K	44,930	0.07%
Kestra Advisory Services, LLC	$983.0K	44,378	0.07%
Cornerstone Wealth Management, LLC	$904.5K	40,835	0.06%
Symphony Financial, Ltd. Co.	$870.5K	39,441	0.06%
CALDWELL SUTTER CAPITAL, INC.	$843.6K	38,084	0.06%
Aquatic Capital Management LLC	$796.3K	35,950	0.06%
Sunbelt Securities, Inc.	$786.3K	35,500	0.06%
Invesco Ltd.	$765.9K	34,576	0.05%
Virtus Investment Advisers, LLC	$723.9K	32,682	0.05%
Mariner, LLC	$705.5K	31,895	0.05%
GUGGENHEIM CAPITAL LLC	$646.3K	29,217	0.05%
Mraz, Amerine & Associates, Inc.	$640.4K	28,910	0.05%
Samalin Investment Counsel, LLC	$627.8K	28,343	0.04%
OSAIC HOLDINGS, INC.	$624.4K	28,190	0.04%
SIMPLEX TRADING, LLC	$614.8K	27,754	0.04%
CAXTON ASSOCIATES LLP	$581.8K	26,267	0.04%
Apollon Wealth Management, LLC	$546.4K	24,668	0.04%
Belpointe Asset Management LLC	$522.3K	23,582	0.04%
Royal Bank of Canada	$515.0K	23,273	0.04%
Trexquant Investment LP	$490.0K	22,122	0.03%
Brevan Howard Capital Management LP	$472.1K	21,314	0.03%
Fund Advisors of America Inc/FL	$456.7K	20,620	0.03%
AMERIPRISE FINANCIAL INC	$445.3K	20,106	0.03%
Vantage Financial Partners, LLC	$441.2K	19,918	0.03%
DEARBORN PARTNERS LLC	$429.6K	19,420	0.03%
Quantbot Technologies LP	$427.0K	19,278	0.03%
JPMORGAN CHASE & CO	$410.2K	18,518	0.03%
1900 WEALTH MANAGEMENT LLC	$404.7K	18,272	0.03%
LBMC INVESTMENT ADVISORS, LLC	$404.2K	18,250	0.03%
Point72 Asset Management, L.P.	$305.3K	13,784	0.02%
US BANCORP \DE	$303.5K	13,700	0.02%
Generali Investments CEE, investicni spolecnost, a.s.	$282.6K	12,758	0.02%
Accel Wealth Management	$276.8K	12,495	0.02%
SageGuard Financial Group, LLC	$268.3K	12,113	0.02%
Catalina Capital Group, LLC	$263.5K	11,897	0.02%
Vident Advisory, LLC	$259.6K	11,719	0.02%
Global Retirement Partners, LLC	$256.7K	11,587	0.02%
Core Wealth Partners LLC	$255.2K	11,520	0.02%
ProShare Advisors LLC	$250.6K	11,330	0.02%
GEODE CAPITAL MANAGEMENT, LLC	$248.9K	11,251	0.02%
HighTower Advisors, LLC	$213.5K	9,638	0.02%
EAGLE GLOBAL ADVISORS LLC	$206.8K	9,350	0.01%