Capital Southwest Corporation CSWC

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23.79 USD +0.54 (+2.32%)

At closeNov 5, 2026, 8:07 AM EST

23.85 +0.06 +0.25%

Pre-market · Nov 5, 8:07 AM ET

23.53 Day range 23.90
20.11 52-week range 25.75
YTD
+7.40%
1 year
+19.13%

Held by funds

11 US ETFs and mutual funds hold CSWC · largest positions

Funds holding CSWC, by value held
FundValue heldWeight in fund
BIZD $26.21M1.78%
PBDC $10.72M3.80%
ORR $9.16M2.62%
FBDC $1.95M5.11%
TRIIX $1.16M5.59%
PSP $528.38K0.25%
VPC $356.59K1.30%
PEX $256.60K2.33%
FXED $224.43K0.60%
MSSM $94.23K0.01%
LBO $4.35K0.06%

Ownership

Held by insiders 2.78%
Held by institutions 29.06%
Float held by institutions 29.89%
Institutions 221

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Van Eck Associates Corporation2.30%1,526,66736.32MJun 29, 2026
UBS Group AG1.83%1,218,24428.98MJun 29, 2026
Two Sigma Investments, LP1.78%1,180,39128.08MJun 29, 2026
Sound Income Strategies, LLC1.32%876,04620.84MSep 29, 2026
Sanders Morris Harris LLC1.00%665,69415.84MSep 29, 2026
Empirical Finance, LLC0.79%525,50012.50MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VanEck ETF Trust-VanEck BDC Income ETF1.71%1,139,54327.11MSep 29, 2026
EA Series Trust-Militia Long/Short Equity ETF0.75%500,56611.91MAug 30, 2026
Putnam ETF Trust-Putnam BDC Income ETF0.58%383,5549.12MJul 30, 2026
GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF0.19%126,4443.01MJun 29, 2026
First TRT Exch-Trd Fd. VIII-FT Confluence BDC & Specialty Finance Inco0.10%65,3501.55MAug 30, 2026
MUTUAL FUND SERIES TRUST-Catalyst/SMH Total Return Income Fund0.07%49,0001.17MJun 29, 2026
CSWC insiders
InsiderRelationLatest transactionDateShares held
BATTIST CHRISTINE SDirectorStock Award(Grant)Aug 9, 202623,345
BROOKS DAVID RDirectorStock Award(Grant)Aug 9, 202642,933
FURST JACK DDirectorStock Award(Grant)Aug 9, 202688,937
REHBERGER CHRISChief Financial OfficerStock Award(Grant)Jun 8, 2026215,971
ROGERS-WINDSOR RAMONA LYNNDirectorStock Award(Grant)Aug 9, 202625,079
SARNER MICHAEL SCOTTChief Executive OfficerStock Award(Grant)Jun 8, 2026587,684