CSWC
Capital Southwest Corporation · Financial Services · Asset Management
Input momentum (manajer yang sebanding):
keluasan pemegang -2.1% ·
aliran saham +9.0% ·
posisi baru bersih -2.1%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 2.35M | +123.9% | $51.97M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 2 | Two Sigma Investments ✦ | 2.35M | +123.9% | $51.97M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 3 | UBS Group AG | 854.13K | +4.5% | $18.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 854.13K | +4.5% | $18.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 854.13K | +4.5% | $18.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 854.13K | +4.5% | $18.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Victory Capital Management Inc | 14.11M | +6.6% | $14.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 468.70K | +6.4% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 468.70K | +6.4% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Legal & General Group Plc | 443.14K | +13.8% | $9.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 451.93K | +3.9% | $8.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 451.93K | +3.9% | $8.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Franklin Resources Inc | 329.12K | +25.5% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 284.78K | 0.0% | $6.30M | 0.0% | Held | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasif) | 276.49K | -34.5% | $6.12M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (pasif) | 276.49K | -34.5% | $6.12M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (pasif) | 276.49K | -34.5% | $6.12M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Raymond James Financial Inc | 264.66K | -5.8% | $5.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 264.66K | -5.8% | $5.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | LPL Financial LLC | 231.71K | +7.9% | $5.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Millennium Management ✦ | 204.55K | +3.7% | $4.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Millennium Management ✦ | 204.55K | +3.7% | $4.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | First Manhattan Co. Llc. | 188.86K | -8.3% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 184.03K | -22.8% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 184.03K | -22.8% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 184.03K | -22.8% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 184.03K | -22.8% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 184.03K | -22.8% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 184.03K | -22.8% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 105.47K | +424.6% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 105.47K | +424.6% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Hrt Financial Lp | 93.42K | +47.9% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Neuberger Berman Group LLC | 92.47K | -2.4% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Balyasny Asset Management L.P. | 90.91K | +577.9% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 78.97K | +1.3% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Jane Street Group, Llc | 78.97K | +1.3% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 78.97K | +1.3% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | State Street Global Advisors ✦ (pasif) | 69.06K | +10.5% | $1.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 56.58K | Baru | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 56.58K | Baru | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 41 | Commonwealth Equity Services, Llc | 55.03K | -40.4% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 41.77K | -17.2% | $924,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of America Corp /De/ | 41.77K | -17.2% | $924,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mariner, LLC | 31.89K | +59.0% | $705,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 26.65K | -43.6% | $589,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 26.65K | -43.6% | $589,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 26.65K | -43.6% | $589,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Invesco Ltd. | 26.32K | -23.9% | $582,154 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 23.27K | -70.8% | $515,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Cwm, Llc | 21.62K | +83.7% | $478,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Osaic Holdings, Inc. | 17.44K | -38.1% | $385,776 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 17.44K | -38.1% | $385,776 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 14.69K | -20.7% | $315,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 14.69K | -20.7% | $315,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 14.69K | -20.7% | $315,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Us Bancorp \De\ | 13.70K | 0.0% | $303,044 | 0.0% | Held | 2 | SEC ↗ |
| 57 | ProShare Advisors LLC | 11.33K | +3.5% | $250,620 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Geode Capital Management ✦ (pasif) | 11.25K | 0.0% | $248,872 | 0.0% | Held | 8 | SEC ↗ |
| 59 | Focus Partners Wealth | 10.96K | Baru | $242,435 | 0.0% | New | 1 | SEC ↗ |
| 60 | Creative Planning | 9.94K | Baru | $219,822 | 0.0% | New | 1 | SEC ↗ |
| 61 | HighTower Advisors, LLC | 9.75K | +1.1% | $215,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Squarepoint Ops LLC | 9.64K | Baru | $213,170 | 0.0% | New | 1 | SEC ↗ |
| 63 | Simplex Trading, Llc | 7.23K | -73.9% | $159,993 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 4.65K | +197.2% | $102,946 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Northwestern Mutual Wealth… | 4.41K | +10.2% | $97,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Wells Fargo & Company/Mn | 3.99K | -30.7% | $88,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 3.99K | -30.7% | $88,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 3.99K | -30.7% | $88,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Group One Trading Llc | 2.61K | -48.6% | $57,645 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 1.16K | +43.8% | $24,796 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 348 | -26.6% | $7,698 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Rockefeller Capital Management L.P. | 225 | 0.0% | $4,977 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Assetmark, Inc | 27 | +800.0% | $597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Citigroup Inc | 1 | Baru | $22 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Bnp Paribas Financial Markets | $1.25M | 0.0% |
| Bnp Paribas Financial Markets | $1.25M | 0.0% |
| Focus Partners Wealth | $242,435 | 0.0% |
| Creative Planning | $219,822 | 0.0% |
| Squarepoint Ops LLC | $213,170 | 0.0% |
| Citigroup Inc | $22 | 0.0% |
Telah keluar
| Goldman Sachs Group | $5.07M | adalah 0.0% |
| Connor, Clark & Lunn… | $4.18M | adalah 0.0% |
| Barclays Plc | $2.16M | adalah 0.0% |
| Point72 Asset Management | $305,316 | adalah 0.0% |
| BNP Paribas Asset Management… | $81,000 | adalah 0.0% |
| Nomura Asset Management Co Ltd | $9,901 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 168 pemegang, 17.14M saham, $350.46M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.