DALLAS, TX
CAPITAL SOUTHWEST CORPCSWC— Latest position per institution from SEC 13F filings
15
Institutional holders
27.56M
Total shares held
270.95M
Estimated value
1.38M
Avg. position size
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CIK 2057208
Shares
13.09M
Value
311.17K
Filed
Jun 30, 2025
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
2.35M
Value
51.97M
Filed
Mar 31, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
1.13M
Value
24.94K
Filed
Mar 31, 2026
SANDERS MORRIS HARRIS LLC
CIK 1053994
Shares
1.11M
Value
24.58M
Filed
Mar 31, 2026
TWO SIGMA ADVISERS, LP
CIK 1478735
Shares
1.06M
Value
23.54M
Filed
Dec 31, 2025
SOUND INCOME STRATEGIES, LLC
CIK 1730960
Shares
903.33K
Value
19.81M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
854.13K
Value
18.89M
Filed
Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
751.70K
Value
16.63M
Filed
Mar 31, 2026
DEUTSCHE BANK AG\
CIK 948046
Shares
703.85K
Value
11.92K
Filed
Sep 30, 2022
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 1238990
Shares
686.51K
Value
15.32M
Filed
Mar 31, 2025
EMPOWERED FUNDS, LLC
CIK 1592828
Shares
619.10K
Value
13.69M
Filed
Mar 31, 2026
EMPIRICAL FINANCE, LLC
CIK 1572838
Shares
618.87K
Value
13.69M
Filed
Mar 31, 2026
TECTONIC ADVISORS LLC
CIK 1859918
Shares
521.69K
Value
11.50M
Filed
Jun 30, 2025
PANORAMIC INVESTMENT ADVISORS, LLC
CIK 1967332
Shares
515.52K
Value
11.40M
Filed
Mar 31, 2026
MELIA WEALTH LLC
CIK 1964047
Shares
515.48K
Value
11.40M
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
452.70K
Value
10.01M
Filed
Mar 31, 2026
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
443.14K
Value
9.80M
Filed
Mar 31, 2026
MUZINICH & CO., INC.
CIK 1618824
Shares
426.24K
Value
9.43M
Filed
Mar 31, 2026
HARBOR CAPITAL ADVISORS, INC.
CIK 1039128
Shares
403.83K
Value
9.01K
Filed
Mar 31, 2025
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
402.93K
Value
8.91M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 2057208 | 13.09M | 311.17K | Jun 30, 2025 |
| 2 | TWO SIGMA INVESTMENTS, LP | 1179392 | 2.35M | 51.97M | Mar 31, 2026 |
| 3 | VAN ECK ASSOCIATES CORP | 869178 | 1.13M | 24.94K | Mar 31, 2026 |
| 4 | SANDERS MORRIS HARRIS LLC | 1053994 | 1.11M | 24.58M | Mar 31, 2026 |
| 5 | TWO SIGMA ADVISERS, LP | 1478735 | 1.06M | 23.54M | Dec 31, 2025 |
| 6 | SOUND INCOME STRATEGIES, LLC | 1730960 | 903.33K | 19.81M | Mar 31, 2026 |
| 7 | UBS GROUP AG | 1610520 | 854.13K | 18.89M | Mar 31, 2026 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 751.70K | 16.63M | Mar 31, 2026 |
| 9 | DEUTSCHE BANK AG\ | 948046 | 703.85K | 11.92K | Sep 30, 2022 |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | 686.51K | 15.32M | Mar 31, 2025 |
| 11 | EMPOWERED FUNDS, LLC | 1592828 | 619.10K | 13.69M | Mar 31, 2026 |
| 12 | EMPIRICAL FINANCE, LLC | 1572838 | 618.87K | 13.69M | Mar 31, 2026 |
| 13 | TECTONIC ADVISORS LLC | 1859918 | 521.69K | 11.50M | Jun 30, 2025 |
| 14 | PANORAMIC INVESTMENT ADVISORS, LLC | 1967332 | 515.52K | 11.40M | Mar 31, 2026 |
| 15 | MELIA WEALTH LLC | 1964047 | 515.48K | 11.40M | Mar 31, 2026 |
| 16 | CETERA INVESTMENT ADVISERS | 1666741 | 452.70K | 10.01M | Mar 31, 2026 |
| 17 | LEGAL & GENERAL GROUP PLC | 764068 | 443.14K | 9.80M | Mar 31, 2026 |
| 18 | MUZINICH & CO., INC. | 1618824 | 426.24K | 9.43M | Mar 31, 2026 |
| 19 | HARBOR CAPITAL ADVISORS, INC. | 1039128 | 403.83K | 9.01K | Mar 31, 2025 |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 402.93K | 8.91M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.