CAPITAL SOUTHWEST CORP - COM (CSWC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class: Equity / COM
Symbol: CSWC on Nasdaq
Price per share: $22.15
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares: 16,515,881
Total reported value: $390,488,399
% of total 13F portfolios: 0%
Share change: -1,093,021
Value change: -$40,837,689
Number of holders: 162
Price from insider filings: $22.15

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

As of 30 Sep 2025, 162 institutional investors reported holding 16,515,881 shares of CAPITAL SOUTHWEST CORP - COM (CSWC).

Institutional Holders of CAPITAL SOUTHWEST CORP - COM (CSWC) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2025 Q4	2,497,112	$81,306,523	-$30,046,996			$22.15	25
2025 Q3	16,515,881	$390,488,399	-$40,837,689	$4,115,438	$5,060,590	$21.86	162
2025 Q2	17,626,135	$433,300,046	+$15,663,910	$3,400,772	$2,521,376	$22.04	174
2025 Q1	16,959,340	$378,525,520	+$54,338,046	$7,898,800	$1,774,440	$22.32	172
2024 Q4	14,565,965	$318,021,154	+$66,147,356	$4,339,341	$2,690,237	$21.82	158
2024 Q3	11,442,115	$289,730,371	+$12,455,260	$2,139,534	$2,018,142	$25.29	149
2024 Q2	11,089,482	$289,330,640	+$16,929,954	$2,974,260	$1,771,511	$26.09	146
2024 Q1	10,462,210	$260,920,540	+$8,991,552	$2,448,576	$4,984,512	$24.96	141
2023 Q4	145,799	$3,455,436	+$1,170,875			$23.70	2
2023 Q3	8,563,929	$196,120,019	+$6,100,243	$1,902,990	$3,091,500	$22.90	115
2023 Q2	8,252,558	$162,742,937	+$2,127,820	$1,966,084	$3,843,428	$19.72	108
2023 Q1	8,174,278	$145,320,479	-$15,213,386	$2,101,596	$1,111,250	$17.78	99
2022 Q4	9,045,310	$154,672,161	+$20,889,269	$1,545,840	$1,097,820	$17.10	100
2022 Q3	7,678,475	$130,069,036	+$5,326,290	$1,531,000	$1,277,000	$16.94	84
2022 Q2	7,645,669	$140,863,067	+$21,890,995	$1,874,108	$1,114,972	$18.42	97
2022 Q1	6,240,194	$148,102,595	+$9,194,594	$992,000	$1,673,000	$23.73	87
2021 Q4	5,802,714	$146,684,480	+$4,522,220	$1,358,000	$1,583,000	$25.28	87
2021 Q3	5,639,533	$142,040,000	-$8,471,817	$3,290,000	$1,980,000	$25.18	82
2021 Q2	6,008,968	$139,618,000	+$682,926	$2,177,000	$1,274,000	$23.23	88
2021 Q1	5,969,426	$132,321,753	-$3,999,151	$1,254,000	$2,305,000	$22.16	77
2020 Q4	5,932,619	$105,295,945	+$972,890	$211,000	$220,000	$17.75	70
2020 Q3	5,752,928	$80,827,579	-$5,229,973	$0	$339,000	$14.05	57
2020 Q2	6,167,049	$83,128,906	-$3,976,893	$472,000	$275,000	$13.48	64
2020 Q1	5,580,540	$63,727,476	-$22,547,620	$245,000		$11.42	57
2019 Q4	7,717,911	$160,831,986	-$7,983,560			$20.81	75
2019 Q3	8,118,091	$176,966,724	-$9,683,108			$21.80	67
2019 Q2	8,564,892	$179,434,721	-$12,431,678			$20.95	64
2019 Q1	9,157,718	$192,678,827	-$2,153,678			$21.04	60
2018 Q4	9,277,333	$178,307,000	+$3,432,066			$19.22	60
2018 Q3	8,936,518	$169,614,171	-$3,521,633			$18.98	45
2018 Q2	9,122,411	$165,194,000	+$918,875			$18.11	42
2018 Q1	9,070,902	$154,403,000	-$871,264			$17.02	39
2017 Q4	9,163,766	$151,663,000	-$7,757,686			$16.55	40
2017 Q3	9,611,304	$164,645,000	-$4,640,721			$17.13	41
2017 Q2	9,930,521	$159,682,000	-$1,830,364			$16.08	48
2017 Q1	10,035,433	$169,696,000	-$2,114,065			$16.91	42
2016 Q4	10,235,261	$165,308,000	+$2,333,162			$16.15	45
2016 Q3	10,114,132	$148,675,000	+$4,898,877			$14.70	45
2016 Q2	9,783,800	$133,743,000	-$228,020	$0		$13.67	45
2016 Q1	9,792,392	$135,819,000	-$1,421,838	$1,387,000	$0	$13.87	49
2015 Q4	9,898,518	$137,327,997	-$48,042,095		$9,438,000	$13.88	50
2015 Q3	7,447,691	$353,015,000	-$12,524			$47.40	56
2015 Q2	8,918,852	$445,316,000	+$18,214,803			$49.93	61
2015 Q1	8,581,148	$398,333,000	+$36,507,810			$46.42	65
2014 Q4	8,097,811	$306,986,278	+$2,060,543			$37.91	61
2014 Q3	8,082,703	$289,151,616	-$8,520,843			$35.77	60
2014 Q2	8,341,077	$300,356,328	+$12,400,847			$36.01	71
2014 Q1	8,025,564	$278,644,332	+$29,176,119			$34.72	80