Capital Southwest Corp
CSWC
23.49
-0.18
-0.76%
Capital Southwest Corp
US · CSWC
#2980 by market cap
Listed 1970
23.49
-0.18
-0.76%
Live - 5344 symbols - heartbeat 137s ago
· 2026-10-08 07:08
Pre-market
23.51
+0.09%
After-hours
23.28
-0.89%
Overnight
23.49
0.00%
- Market cap
- 1.50B
- P/E (TTM)i
- 12.98
- P/Bi
- 1.41
- EPSi
- 1.90
- Div yieldi
- 10.90%
- 52W posi
- 75%
Reader sentiment
Are you bullish or bearish on CSWC?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 3 in the most recent period (2026/Q3).
- Total institutional ownership fell 1.4 percentage points.
Institutional ownership
- Held by institutions
- 27.32% -1.43pp
- Institutions
- 199 -3
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund20.16%
Hedge Fund3.15%
Individual/Insider3.08%
Private Company2.26%
Public Company1.01%
Family Office/Trust0.74%
Other69.60%
Top holders as of 2026-06-30
Van Eck Associates Corporation
2.40% · 1.53M sh
UBS Asset Management
1.91% · 1.22M sh
Two Sigma Investments, LP
1.85% · 1.18M sh
Sound Income Strategies, LLC
1.47% · 934.32K sh
Sanders Morris LLC
1.19% · 759.99K sh
William Thomas
0.94% · 600.78K sh
Michael Sarner
0.92% · 587.68K sh
Militia Investments, LLC
0.82% · 525.50K sh
Empirical Finance, LLC
0.82% · 525.50K sh
Legal & General Investment Management
0.78% · 499.72K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 42 buys · 7 sells
| Name | Role | Stake |
|---|---|---|
| William Thomas | Independent Director | 0.94% |
| Michael Sarner | CFO, Chief Compliance Officer, Secretary & Treasurer | 0.92% |
| Joshua Weinstein | Senior Managing Director | 0.60% |
| Chris Rehberger | VP of Finance & Treasurer | 0.34% |
| John Furst | Independent Director | 0.14% |
| David Brooks | Independent Chairperson | 0.07% |
| Ramona Rogers-Windsor | Independent Director | 0.04% |
| Christine Battist | Independent Director | 0.04% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-30 | William Thomas | Independent Director | Open Market Acquisition | +2,170 | $23.04 |
| 2026-08-09 | John Furst | Independent Director | Other Acquisition | +1,989 | -- |
| 2026-08-09 | William Thomas | Independent Director | Other Acquisition | +1,989 | -- |
| 2026-08-09 | Christine Battist | Independent Director | Other Acquisition | +1,989 | -- |
| 2026-08-09 | David Brooks | Independent Chairperson | Other Acquisition | +1,989 | -- |
| 2026-08-09 | Ramona Rogers-Windsor | Independent Director | Other Acquisition | +1,989 | -- |
| 2026-06-29 | Ramona Rogers-Windsor | Independent Director | Open Market Acquisition | +210 | $23.70 |
| 2026-06-16 | Christine Battist | Independent Director | Open Market Acquisition | +860 | $23.23 |
| 2026-06-09 | Joshua Weinstein | Senior Managing Director | Sale to Issuer | -20,937 | $23.28–23.54 |
| 2026-06-09 | Michael Sarner | CFO, Chief Compliance Officer, Secretary & Treasurer | Sale to Issuer | -25,470 | $23.28–23.54 |
| 2026-06-09 | Chris Rehberger | VP of Finance & Treasurer | Sale to Issuer | -8,180 | $23.28–23.54 |
| 2026-06-08 | Joshua Weinstein | Senior Managing Director | Other Acquisition | +100,000 | -- |
| 2026-06-08 | Michael Sarner | CFO, Chief Compliance Officer, Secretary & Treasurer | Other Acquisition | +140,000 | -- |
| 2026-06-08 | Chris Rehberger | VP of Finance & Treasurer | Other Acquisition | +75,000 | -- |
| 2026-06-04 | William Thomas | Independent Director | Open Market Acquisition | +5,000 | $23.40 |
| 2026-06-04 | William Thomas | Independent Director | Open Market Disposition | -4,661 | $23.29 |
| 2026-05-31 | Ramona Rogers-Windsor | Independent Director | Open Market Acquisition | +213 | $23.42 |
| 2026-02-26 | Michael Sarner | CFO, Chief Compliance Officer, Secretary & Treasurer | Open Market Acquisition | +2,694 | $21.90 |
| 2026-02-08 | Christine Battist | Independent Director | Open Market Acquisition | +600 | $23.16 |
| 2025-09-30 | Ramona Rogers-Windsor | Independent Director | Open Market Acquisition | +463 | $21.55 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 07:08:12 · For reference only, not investment advice and not tailored to your situation.