Capital Southwest Corporation Common Stock — Institutional Ownership
Which tracked institutions hold CSWC, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
15
Funds holding
$30604440
Total value held
Selling
6 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | $7280157 | 329121 | +66822 | +25.48% |
| 2 | Blackrock, Inc. | $6115955 | 276490 | -145767 | -34.52% |
| 3 | Raymond James Financial Inc | $5854243 | 264659 | -16354 | -5.82% |
| 4 | Morgan Stanley | $4070722 | 184028 | -54236 | -22.76% |
| 5 | Ameriprise Financial Inc | $2350819 | 105475 | +85369 | +424.59% |
| 6 | State Street Corp | $1527651 | 69062 | +6555 | +10.49% |
| 7 | Bank Of America Corp /De/ | $924040 | 41774 | -8684 | -17.21% |
| 8 | Invesco Ltd. | $765858 | 34576 | -2216 | -6.02% |
| 9 | Northern Trust Corp | $589520 | 26651 | -20566 | -43.56% |
| 10 | Royal Bank Of Canada | $515000 | 23273 | — | NEW BUY |
| 11 | Us Bancorp \De\ | $303044 | 13700 | — | Held |
| 12 | Wells Fargo & Company/Mn | $127419 | 5753 | -1253 | -17.88% |
| 13 | Pnc Financial Services Group, Inc. | $102946 | 4654 | +3088 | +197.19% |
| 14 | Wells Fargo & Company/Mn | $64838 | 65000 | — | NEW BUY |
| 15 | Truist Financial Corp | $12228 | 12000 | -11000 | -47.83% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.