Capital Southwest Corporation Common Stock — Institutional Ownership
Which tracked institutions hold CSWC, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
20
Funds holding
$71924985
Total value held
Buying
16 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Ubs Group Ag | $28957660 | 1218244 | +1218244 | NEW BUY |
| 2 | Franklin Resources Inc | $9025136 | 379686 | +50565 | +15.36% |
| 3 | Blackrock, Inc. | $7139966 | 300377 | +23887 | +8.64% |
| 4 | Raymond James Financial Inc | $6406790 | 269532 | +4873 | +1.84% |
| 5 | Morgan Stanley | $5133630 | 215970 | +31942 | +17.36% |
| 6 | Jpmorgan Chase & Co | $4176540 | 3786949 | +169259 | +4.68% |
| 7 | Ameriprise Financial Inc | $2468532 | 103851 | +103851 | NEW BUY |
| 8 | Bank Of America Corp /De/ | $2044482 | 86011 | +44237 | +105.90% |
| 9 | State Street Corp | $1912106 | 80442 | +11380 | +16.48% |
| 10 | Wells Fargo & Company/Mn | $1254789 | 984993 | +916007 | +1327.82% |
| 11 | Royal Bank Of Canada | $1015000 | 42721 | +19448 | +83.56% |
| 12 | Northern Trust Corp | $621751 | 26157 | -494 | -1.85% |
| 13 | Invesco Ltd. | $570694 | 24009 | +24009 | NEW BUY |
| 14 | Goldman Sachs Group Inc | $554126 | 23312 | +23312 | NEW BUY |
| 15 | Us Bancorp \De\ | $325649 | 13700 | — | Held |
| 16 | Bank Of Montreal /Can/ | $201498 | 8477 | +8477 | NEW BUY |
| 17 | Pnc Financial Services Group, Inc. | $73402 | 3088 | -1566 | -33.65% |
| 18 | Stifel Financial Corp | $26000 | 26000 | +26000 | NEW BUY |
| 19 | Truist Financial Corp | $12480 | 12000 | — | Held |
| 20 | First Horizon Corp | $4754 | 200 | +200 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.