DALLAS, TX
CAPITAL SOUTHWEST CORPCSWC— Latest position per institution from SEC 13F filings
15
Institutional holders
26.14M
Total shares held
280.58M
Estimated value
1.31M
Avg. position size
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CIK 2057208
Shares
13.09M
Value
311.17K
Filed
Jun 30, 2025
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
1.53M
Value
36.29M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
1.22M
Value
28.96M
Filed
Jun 30, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
1.18M
Value
28.06M
Filed
Jun 30, 2026
TWO SIGMA ADVISERS, LP
CIK 1478735
Shares
1.06M
Value
23.54M
Filed
Dec 31, 2025
SOUND INCOME STRATEGIES, LLC
CIK 1730960
Shares
934.32K
Value
22.21M
Filed
Jun 30, 2026
SANDERS MORRIS HARRIS LLC
CIK 1053994
Shares
759.99K
Value
18.07M
Filed
Jun 30, 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
525.70K
Value
12.50M
Filed
Jun 30, 2026
EMPIRICAL FINANCE, LLC
CIK 1572838
Shares
525.50K
Value
12.49M
Filed
Jun 30, 2026
PANORAMIC INVESTMENT ADVISORS, LLC
CIK 1967332
Shares
515.52K
Value
11.40M
Filed
Mar 31, 2026
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
499.71K
Value
11.89M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
490.93K
Value
11.67M
Filed
Jun 30, 2026
MUZINICH & CO., INC.
CIK 1618824
Shares
435.91K
Value
10.36M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
417.57K
Value
9.93M
Filed
Jun 30, 2026
HARBOR CAPITAL ADVISORS, INC.
CIK 1039128
Shares
403.83K
Value
9.01K
Filed
Mar 31, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
402.58K
Value
9.57M
Filed
Jun 30, 2026
FRANKLIN RESOURCES INC
CIK 38777
Shares
379.69K
Value
9.03M
Filed
Jun 30, 2026
MELIA WEALTH LLC
CIK 1964047
Shares
377.76K
Value
8.98M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 2057208 | 13.09M | 311.17K | Jun 30, 2025 |
| 2 | VAN ECK ASSOCIATES CORP | 869178 | 1.53M | 36.29M | Jun 30, 2026 |
| 3 | UBS GROUP AG | 1610520 | 1.22M | 28.96M | Jun 30, 2026 |
| 4 | TWO SIGMA INVESTMENTS, LP | 1179392 | 1.18M | 28.06M | Jun 30, 2026 |
| 5 | TWO SIGMA ADVISERS, LP | 1478735 | 1.06M | 23.54M | Dec 31, 2025 |
| 6 | SOUND INCOME STRATEGIES, LLC | 1730960 | 934.32K | 22.21M | Jun 30, 2026 |
| 7 | SANDERS MORRIS HARRIS LLC | 1053994 | 759.99K | 18.07M | Jun 30, 2026 |
| 8 | DEUTSCHE BANK AG\ | 948046 | 703.85K | 11.92K | Sep 30, 2022 |
| 9 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | 686.51K | 15.32M | Mar 31, 2025 |
| 10 | EMPOWERED FUNDS, LLC | 1592828 | 525.70K | 12.50M | Jun 30, 2026 |
| 11 | EMPIRICAL FINANCE, LLC | 1572838 | 525.50K | 12.49M | Jun 30, 2026 |
| 12 | PANORAMIC INVESTMENT ADVISORS, LLC | 1967332 | 515.52K | 11.40M | Mar 31, 2026 |
| 13 | LEGAL & GENERAL GROUP PLC | 764068 | 499.71K | 11.89M | Jun 30, 2026 |
| 14 | CETERA INVESTMENT ADVISERS | 1666741 | 490.93K | 11.67M | Jun 30, 2026 |
| 15 | MUZINICH & CO., INC. | 1618824 | 435.91K | 10.36M | Jun 30, 2026 |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 417.57K | 9.93M | Jun 30, 2026 |
| 17 | HARBOR CAPITAL ADVISORS, INC. | 1039128 | 403.83K | 9.01K | Mar 31, 2025 |
| 18 | LPL FINANCIAL LLC | 1403438 | 402.58K | 9.57M | Jun 30, 2026 |
| 19 | FRANKLIN RESOURCES INC | 38777 | 379.69K | 9.03M | Jun 30, 2026 |
| 20 | MELIA WEALTH LLC | 1964047 | 377.76K | 8.98M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.