CSWC
Capital Southwest Corporation · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +30.0% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +7 | 22.61M | $187.02M | +8 | −1 |
| Q1 2026 | 47 | -1 | 21.59M | $178.45M | +5 | −6 |
| Q4 2025 | 48 | -2 | 19.81M | $157.48M | — | −2 |
| Q3 2025 | 11 | -1 | 2.55M | $55.82M | — | −1 |
| Q2 2025 | 9 | +1 | 2.33M | $51.38M | +1 | — |
| Q1 2025 | 7 | +1 | 1.92M | $42.87M | +1 | — |
| Q4 2024 | 6 | +2 | 1.27M | $27.64M | +2 | — |
| Q3 2024 | 4 | +1 | 576.55K | $14.58M | +1 | — |
| Q2 2024 | 3 | — | 647.18K | $16.88M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 798.50K | +18.5% | $17.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Two Sigma Investments ✦ | 798.50K | +18.5% | $17.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Millennium Management ✦ | 488.99K | +90.0% | $10.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Millennium Management ✦ | 488.99K | +90.0% | $10.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 333.42K | +177.1% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 333.42K | +177.1% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 248.75K | +142.7% | $5.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Marshall Wace ✦ | 248.75K | +142.7% | $5.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 25.57K | -74.8% | $570,812 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passive) | 14.34K | New | $319,957 | 0.0% | New | 1 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 11.25K | 0.0% | $251,122 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| State Street Global Advisors | $319,957 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 17.14M shares, $350.46M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.