Catatan efek
CSWC
Capital Southwest Corporation · Financial Services · Asset Management
53Pemegang yang dilacak
+7Δ pemegang
22.61MSaham yang dipegang
$187.02MNilai yang dilaporkan
+8Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +15.2% ·
aliran saham +4.9% ·
posisi baru bersih +13.2%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.22M | +42.6% | $28.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Two Sigma Investments ✦ | 1.18M | -49.8% | $28.06M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 3 | Victory Capital Management Inc | 15.36M | +8.8% | $16.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Legal & General Group Plc | 499.71K | +12.8% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 506.93K | +8.2% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 466.57K | +3.2% | $9.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 402.58K | +73.7% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Franklin Resources Inc | 379.69K | +15.4% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (pasif) | 300.38K | +8.6% | $7.14M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 10 | Sumitomo Mitsui Trust Group, Inc. | 291.78K | +2.5% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 269.53K | +1.8% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 215.97K | +17.4% | $5.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 13 | First Manhattan Co. Llc. | 167.84K | -11.1% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Hrt Financial Lp | 157.94K | +69.1% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 120.79K | Baru | $2.87M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Ameriprise Financial Inc | 103.85K | -1.5% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 88.25K | Baru | $2.10M | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Bank Of America Corp /De/ | 86.01K | +105.9% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Neuberger Berman Group LLC | 84.50K | -8.6% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (pasif) | 80.44K | +16.5% | $1.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Balyasny Asset Management L.P. | 77.19K | -15.1% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Bnp Paribas Financial Markets | 66.61K | +17.7% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 57.12K | -27.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Mariner, LLC | 51.26K | +60.7% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 42.72K | +83.6% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 36.20K | -34.2% | $860,552 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 27.54K | +57.9% | $654,527 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Northern Trust Corp | 26.16K | -1.9% | $621,751 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Millennium Management ✦ | 24.48K | -88.0% | $581,913 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 30 | Invesco Ltd. | 24.01K | -8.8% | $570,694 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 23.31K | Baru | $554,126 | 0.0% | New | 1 | SEC ↗ |
| 32 | Brown Advisory Inc | 15.77K | Baru | $374,853 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 13.95K | -5.0% | $328,080 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 34 | Us Bancorp \De\ | 13.70K | 0.0% | $325,649 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Amundi | 13.28K | Baru | $315,642 | 0.0% | New | 1 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 12.44K | Baru | $295,627 | 0.0% | New | 1 | SEC ↗ |
| 37 | Creative Planning | 12.35K | +24.3% | $293,614 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Focus Partners Wealth | 11.44K | +4.4% | $271,977 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | ProShare Advisors LLC | 11.36K | +0.3% | $270,122 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Geode Capital Management ✦ (pasif) | 11.25K | 0.0% | $267,436 | 0.0% | Held | 9 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 10.99K | +175.8% | $261,309 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Squarepoint Ops LLC | 10.85K | +12.5% | $257,786 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mackenzie Financial Corp | 10.52K | Baru | $250,060 | 0.0% | New | 1 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 9.75K | 0.0% | $231,652 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 8.48K | Baru | $201,498 | 0.0% | New | 1 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 4.00K | -9.3% | $95,080 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 3.09K | -33.6% | $73,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 1.23K | +444.4% | $29,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 1.21K | +4.3% | $27,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Simplex Trading, Llc | 970 | -86.6% | $23,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 662 | +90.2% | $15,736 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Group One Trading Llc | 514 | -80.3% | $12,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Assetmark, Inc | 3 | -88.9% | $71 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Marshall Wace | $2.87M | 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% |
Telah keluar
| Citigroup Inc | $22 | 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.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Pembelian di pasar terbuka (P)
Oct 01
Thomas William R III
Director · 2.17K lbr @ 23.04 · $50,005
Penjualan di pasar terbuka (S)
Tidak ada penjualan insider di pasar terbuka dalam jendela cakupan kami.
Penghargaan, eksekusi, dan pemotongan pajak tidak pernah dihitung sebagai pembelian atau penjualan di sini. Metodologi
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
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