# CAPITAL SOUTHWEST CORP (CSWC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CSWC/

- Reporting holders: 5
- Reported value: $30.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $20.8M | 876,046 | 0.9% | 28 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $6.7M | 289,321 | 2.9% | 7 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $2.4M | 104,570 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $47.4K | 2,048 | 0.0% | 9 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $13.9K | 600 | 0.0% | 17 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $30.0M |
| Q2 2026 | 192 | $443.1M |
| Q1 2026 | 171 | $394.6M |
| Q4 2025 | 164 | $342.8M |
| Q3 2025 | 167 | $374.8M |
| Q2 2025 | 179 | $404.1M |
| Q1 2025 | 177 | $396.4M |
| Q4 2024 | 163 | $333.4M |
| Q3 2024 | 150 | $300.3M |
| Q2 2024 | 147 | $300.5M |
| Q1 2024 | 143 | $278.6M |
| Q4 2023 | 137 | $249.8M |