증권 기록 · 과거 분기 (아카이브)
CSWC
Capital Southwest Corporation · Financial Services · Asset Management
53추적 보유자
+7Δ 보유자
22.61M보유 주식 수
$187.02M보고 가치
+8신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +15.2% ·
주식 흐름 +4.9% ·
순 신규 포지션 +13.2%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.22M | +42.6% | $28.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 1.22M | +42.6% | $28.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 1.22M | +42.6% | $28.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 1.22M | +42.6% | $28.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 1.18M | -49.8% | $28.06M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 1.18M | -49.8% | $28.06M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | Victory Capital Management Inc | 15.36M | +8.8% | $16.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Legal & General Group Plc | 499.71K | +12.8% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 506.93K | +8.2% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 506.93K | +8.2% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 466.57K | +3.2% | $9.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 466.57K | +3.2% | $9.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 402.58K | +73.7% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Franklin Resources Inc | 379.69K | +15.4% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (패시브) | 300.38K | +8.6% | $7.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (패시브) | 300.38K | +8.6% | $7.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (패시브) | 300.38K | +8.6% | $7.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Sumitomo Mitsui Trust Group, Inc. | 291.78K | +2.5% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 269.53K | +1.8% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 269.53K | +1.8% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 215.97K | +17.4% | $5.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 215.97K | +17.4% | $5.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 215.97K | +17.4% | $5.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 215.97K | +17.4% | $5.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 215.97K | +17.4% | $5.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 215.97K | +17.4% | $5.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | First Manhattan Co. Llc. | 167.84K | -11.1% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Hrt Financial Lp | 157.94K | +69.1% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Marshall Wace ✦ | 120.79K | 신규 | $2.87M | 0.0% | New | 1 | SEC ↗ |
| 30 | Marshall Wace ✦ | 120.79K | 신규 | $2.87M | 0.0% | New | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 103.85K | -1.5% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 103.85K | -1.5% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 88.25K | 신규 | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 88.25K | 신규 | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 86.01K | +105.9% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 86.01K | +105.9% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Neuberger Berman Group LLC | 84.50K | -8.6% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | State Street Global Advisors ✦ (패시브) | 80.44K | +16.5% | $1.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 39 | Balyasny Asset Management L.P. | 77.19K | -15.1% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Balyasny Asset Management L.P. | 77.19K | -15.1% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 66.61K | +17.7% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Jane Street Group, Llc | 57.12K | -27.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Jane Street Group, Llc | 57.12K | -27.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mariner, LLC | 51.26K | +60.7% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 42.72K | +83.6% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Commonwealth Equity Services, Llc | 36.20K | -34.2% | $860,552 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 27.54K | +57.9% | $654,527 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 27.54K | +57.9% | $654,527 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 27.54K | +57.9% | $654,527 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Northern Trust Corp | 26.16K | -1.9% | $621,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Northern Trust Corp | 26.16K | -1.9% | $621,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Northern Trust Corp | 26.16K | -1.9% | $621,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Millennium Management ✦ | 24.48K | -88.0% | $581,913 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 54 | Millennium Management ✦ | 24.48K | -88.0% | $581,913 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 55 | Invesco Ltd. | 24.01K | -8.8% | $570,694 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 23.31K | 신규 | $554,126 | 0.0% | New | 1 | SEC ↗ |
| 57 | Brown Advisory Inc | 15.77K | 신규 | $374,853 | 0.0% | New | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 13.95K | -5.0% | $328,080 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 13.95K | -5.0% | $328,080 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Us Bancorp \De\ | 13.70K | 0.0% | $325,649 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Amundi | 13.28K | 신규 | $315,642 | 0.0% | New | 1 | SEC ↗ |
| 62 | D. E. Shaw & Co. ✦ | 12.44K | 신규 | $295,627 | 0.0% | New | 1 | SEC ↗ |
| 63 | Creative Planning | 12.35K | +24.3% | $293,614 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Creative Planning | 12.35K | +24.3% | $293,614 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Focus Partners Wealth | 11.44K | +4.4% | $271,977 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | ProShare Advisors LLC | 11.36K | +0.3% | $270,122 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Geode Capital Management ✦ (패시브) | 11.25K | 0.0% | $267,436 | 0.0% | Held | 9 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 10.99K | +175.8% | $261,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 10.99K | +175.8% | $261,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Wells Fargo & Company/Mn | 10.99K | +175.8% | $261,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Squarepoint Ops LLC | 10.85K | +12.5% | $257,786 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Mackenzie Financial Corp | 10.52K | 신규 | $250,060 | 0.0% | New | 1 | SEC ↗ |
| 73 | HighTower Advisors, LLC | 9.75K | 0.0% | $231,652 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 8.48K | 신규 | $201,498 | 0.0% | New | 1 | SEC ↗ |
| 75 | Northwestern Mutual Wealth… | 4.00K | -9.3% | $95,080 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 3.09K | -33.6% | $73,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 1.23K | +444.4% | $29,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Jones Financial Companies Lllp | 1.21K | +4.3% | $27,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Simplex Trading, Llc | 970 | -86.6% | $23,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 662 | +90.2% | $15,736 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Group One Trading Llc | 514 | -80.3% | $12,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Assetmark, Inc | 3 | -88.9% | $71 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Marshall Wace | $2.87M | 0.0% |
| Marshall Wace | $2.87M | 0.0% |
| Citadel Advisors | $2.10M | 0.0% |
| Citadel Advisors | $2.10M | 0.0% |
| Goldman Sachs Group | $554,126 | 0.0% |
| Brown Advisory Inc | $374,853 | 0.0% |
| Amundi | $315,642 | 0.0% |
| D. E. Shaw & Co. | $295,627 | 0.0% |
| Mackenzie Financial Corp | $250,060 | 0.0% |
| Bank Of Montreal /Can/ | $201,498 | 0.0% |
청산됨
| Citigroup Inc | $22 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 168 보유 기관, 17.14M 주식, $350.46M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
API를 통해 조회