Save your place

Sign in to WhoBought

Please try again later.

Capital Southwest Corporation (CSWC) institutional ownership

Latest close $23.69 Jul 22, 2026
Market cap$1.3B 52-week range SectorFinancial Services
Funds holding · Q1 2026
154
reported CSWC position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
85 buyers · 69 sellers

Capital Southwest Corporation (CSWC) price and institutional activity

Dates

Q1 2026

$0 bought by 85 investors
Two Sigma Investments, LPSanders Morris Harris LLC +83 more
$0 sold by 69 investors
Two Sigma Advisers, LPVan Eck Associates Corp +67 more
Bought Sold Totals per quarter; hover a bar for the names.

Capital Southwest Corporation (CSWC) institutional activity · 154

Investor Type Est. change Change Δ Own Date
Two Sigma Investments, LP · Added
Change +1.3M Δ Own +123.9% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +1.3M +123.9% Q1 2026
Sanders Morris Harris LLC · New
Change +1.1M Date Q1 2026
Sanders Morris Harris LLC New· Q1 2026 +1.1M Q1 2026
Two Sigma Advisers, LP · Exited
Change −1.1M Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −1.1M −100.0% Q1 2026
Empowered Funds, LLC · New
Change +619K Date Q1 2026
Empowered Funds, LLC New· Q1 2026 +619K Q1 2026
Empirical Finance, LLC · New
Change +619K Date Q1 2026
Empirical Finance, LLC New· Q1 2026 +619K Q1 2026
Panoramic Investment Advisors, LLC · New
Change +516K Date Q1 2026
Panoramic Investment Advisors, LLC New· Q1 2026 +516K Q1 2026
Van Eck Associates Corp · Reduced
Change −253K Date Q1 2026
Van Eck Associates Corp Reduced· Q1 2026 −253K Q1 2026
Goldman Sachs Group Inc · Exited
Change −229K Δ Own −100.0% Date Q1 2026
Goldman Sachs Group Inc Exited· Q1 2026 −229K −100.0% Q1 2026
Connor, Clark & Lunn Investment Management Ltd. · Exited
Change −189K Δ Own −100.0% Date Q1 2026
Connor, Clark & Lunn Investment Management Ltd. Exited· Q1 2026 −189K −100.0% Q1 2026
BlackRock · Reduced
Change −146K Date Q1 2026
BlackRock Reduced· Q1 2026 −146K Q1 2026
Barclays PLC · Exited
Change −98K Δ Own −100.0% Date Q1 2026
Barclays PLC Exited· Q1 2026 −98K −100.0% Q1 2026
Fj Capital Management LLC · Exited
Change −93K Δ Own −100.0% Date Q1 2026
Fj Capital Management LLC Exited· Q1 2026 −93K −100.0% Q1 2026
Verition Fund Management LLC · Exited
Change −88K Δ Own −100.0% Date Q1 2026
Verition Fund Management LLC Exited· Q1 2026 −88K −100.0% Q1 2026
Ameriprise Financial Inc · Added
Change +85K Date Q1 2026
Ameriprise Financial Inc Added· Q1 2026 +85K Q1 2026
Closed-End Fund Advisors, Inc. · Reduced
Change −83K Date Q1 2026
Closed-End Fund Advisors, Inc. Reduced· Q1 2026 −83K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 154

Famous investor activity in Capital Southwest Corporation (CSWC)

Capital Southwest Corporation (CSWC) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Rogers-Windsor Ramona Lynn · Director Buy +$5K
Price $23.70 Qty +211 Owned 23K ΔOwn +0.9% Trade date Jun 30, 2026 Filed date Jun 30, 2026
Rogers-Windsor Ramona Lynn Director Buy $23.70 +211 +$5K 23K +0.9% Jun 30, 2026 Jun 30, 2026
Battist Christine · Director Buy +$20K
Price $23.23 Qty +860 Owned 14K Trade date Jun 17, 2026 Filed date Jun 18, 2026
Battist Christine Director Buy $23.23 +860 +$20K 14K Jun 17, 2026 Jun 18, 2026
Weinstein Joshua S. · Officer Tax withholding or exercise payment (F) -$226K
Price $23.54 Qty -10K Owned 381K Trade date Jun 10, 2026 Filed date Jun 10, 2026
Weinstein Joshua S. Officer Tax withholding or exercise payment (F) $23.54 -10K -$226K 381K Jun 10, 2026 Jun 10, 2026
Sarner Michael Scott · Director Tax withholding or exercise payment (F) -$276K
Price $23.54 Qty -12K Owned 588K Trade date Jun 10, 2026 Filed date Jun 10, 2026
Sarner Michael Scott Director Tax withholding or exercise payment (F) $23.54 -12K -$276K 588K Jun 10, 2026 Jun 10, 2026
Rehberger Chris · CFO Tax withholding or exercise payment (F) -$87K
Price $23.54 Qty -4K Owned 216K Trade date Jun 10, 2026 Filed date Jun 10, 2026
Rehberger Chris CFO Tax withholding or exercise payment (F) $23.54 -4K -$87K 216K Jun 10, 2026 Jun 10, 2026
Weinstein Joshua S. · Officer Tax withholding or exercise payment (F) -$264K
Price $23.28 Qty -11K Owned 290K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Weinstein Joshua S. Officer Tax withholding or exercise payment (F) $23.28 -11K -$264K 290K Jun 9, 2026 Jun 10, 2026
Weinstein Joshua S. · Officer Grant (A) 100K
Owned 390K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Weinstein Joshua S. Officer Grant (A) 100K 390K Jun 9, 2026 Jun 10, 2026
Sarner Michael Scott · Director Tax withholding or exercise payment (F) -$320K
Price $23.28 Qty -14K Owned 459K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Sarner Michael Scott Director Tax withholding or exercise payment (F) $23.28 -14K -$320K 459K Jun 9, 2026 Jun 10, 2026
Sarner Michael Scott · Director Grant (A) 140K
Owned 599K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Sarner Michael Scott Director Grant (A) 140K 599K Jun 9, 2026 Jun 10, 2026
Rehberger Chris · CFO Tax withholding or exercise payment (F) -$105K
Price $23.28 Qty -4K Owned 145K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Rehberger Chris CFO Tax withholding or exercise payment (F) $23.28 -4K -$105K 145K Jun 9, 2026 Jun 10, 2026
Rehberger Chris · CFO Grant (A) 75K
Owned 220K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Rehberger Chris CFO Grant (A) 75K 220K Jun 9, 2026 Jun 10, 2026
Thomas William R. III · Director Sell −$109K
Price $23.29 Qty −5K Owned 14K Trade date Jun 5, 2026 Filed date Jun 5, 2026
Thomas William R. III Director Sell $23.29 −5K −$109K 14K Jun 5, 2026 Jun 5, 2026
Thomas William R. III · Director Buy +$117K
Price $23.40 Qty +5K Owned 19K Trade date Jun 5, 2026 Filed date Jun 5, 2026
Thomas William R. III Director Buy $23.40 +5K +$117K 19K Jun 5, 2026 Jun 5, 2026
Rogers-Windsor Ramona Lynn · Director Buy +$5K
Price $23.42 Qty +213 Owned 23K Trade date Jun 1, 2026 Filed date Jun 1, 2026
Rogers-Windsor Ramona Lynn Director Buy $23.42 +213 +$5K 23K Jun 1, 2026 Jun 1, 2026
Sarner Michael Scott · Director, Officer Buy +$59K
Price $21.90 Qty +3K Owned 473K Trade date Feb 27, 2026 Filed date Mar 2, 2026
Sarner Michael Scott Director, Officer Buy $21.90 +3K +$59K 473K Feb 27, 2026 Mar 2, 2026
15 of 23
15 of 23 Sign in to continue to older insider transactions.

Capital Southwest Corporation (CSWC) activist and large shareholders

Dates
No Schedule 13D or 13G filing is available for CSWC in this range.

Capital Southwest Corporation (CSWC) ownership FAQ

Who owns CSWC?

154 reporting institutions disclosed CSWC position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.