Security key
140501107
- Security type / class
- Equity / COM
- Total 13F shares
- 4,599,846
- Total 13F value
- $109,319,119
- Share change
- +169,675
- SEC-reported price per share
- $23.77
- Number of holders
- 61
- Value change
- +$4,035,900
- Number of buys
- 28
- Number of sells
- 21
Report period
Q2 2026
Institutions
61
Top holders
10
CSWC full security history
Ownership snapshot
Full 13F holder table
CAPITAL SOUTHWEST CORP SEC filings
CAPITAL SOUTHWEST CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 140501107
Recent filing periods:
Ownership snapshot
Top reported holders of CSWC - CAPITAL SOUTHWEST CORP - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
TWO SIGMA INVESTMENTS, LP
Disclosed value leader
TWO SIGMA INVESTMENTS, LP
Comparable rows
0/15
Latest evidence
09 Jun 2026
13F
3/4/5
Highest disclosed value: $51,974,214
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
TWO SIGMA INVESTMENTS, LP has the largest disclosed position value at $51.97M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens TWO SIGMA INVESTMENTS, LP's linked filing trail.
Disclosed position value
Top 5
TWO SIGMA INVESTMENTS, LP
$51.97M
VAN ECK ASSOCIATES CORP
$24.94M
SANDERS MORRIS HARRIS LLC
$24.58M
Sound Income Strategies, LLC
$19.81M
UBS Group AG
$18.89M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP |
13F
Company
|
—
class O/S missing
|
$51,974,214
2,349,648 shares
|
— | 31 Mar 2026 |
| VAN ECK ASSOCIATES CORP |
13F
Company
|
—
class O/S missing
|
$24,942,000
1,127,561 shares
|
— | 31 Mar 2026 |
| SANDERS MORRIS HARRIS LLC |
13F
Company
|
—
class O/S missing
|
$24,579,145
1,111,173 shares
|
— | 31 Mar 2026 |
| Sound Income Strategies, LLC |
13F
Company
|
—
class O/S missing
|
$19,810,001
903,329 shares
|
— | 31 Mar 2026 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$18,893,378
854,131 shares
|
— | 31 Mar 2026 |
| Bowen S. Diehl |
3/4/5
President and CEO, Director
|
—
class O/S missing
|
$17,727,220
678,424 shares
|
— | 09 Jun 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
61
Shares
4,599,846
Rows available
61
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
167
Q2 2026 holders
61
Holder diff
-106
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend