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Capital Southwest Ownership | Who Owns Capital Southwest?

OverviewForecastRevenueFinancialsChartTranscripts

Capital Southwest Ownership Summary

Capital Southwest is owned by 24.13% institutional investors, 4.39% insiders, and 71.47% retail investors. Van eck associates is the largest institutional shareholder, holding 2.35% of CSWC shares. VanEck BDC Income ETF is the top mutual fund, with 2.29% of its assets in Capital Southwest shares.

CSWC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCapital Southwest24.13%4.39%71.47%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryAsset Management Stocks39.76%8.77%51.48%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF1.09M2.29%-
Embark Small Cap Equity Institutional398.89K0.84%11.24K
Invesco KBW High Dividend Yld Fincl ETF382.31K0.80%-
iShares Listed Private Eq ETF USD Dist156.87K0.33%-
Putnam BDC Income ETF153.34K0.33%18.49K
Undrly L&G Pen PMC Diversified86.55K0.18%667.00
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ73.71K0.15%73.71K
First Trust Specialty Finance71.00K0.15%-
Cozad US Equity Income SMA57.17K0.12%-4.36K
Nikko Active BDC Mother45.83K0.10%13.73K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 08, 2024BATTIST CHRISTINE-Buy$5.92K
Nov 07, 2024Rogers-Windsor Ramona Lynn-Buy$11.53K
Sep 16, 2024Rogers-Windsor Ramona Lynn-Buy$6.26K
Aug 09, 2024BATTIST CHRISTINE-Buy$9.72K
Jun 28, 2024Rogers-Windsor Ramona Lynn-Buy$5.23K

Insider Transactions Trends

DateBuySell
2024 Q42-
2024 Q32-
2024 Q25-
2023 Q42-
2023 Q3--

CSWC Ownership FAQ

Who Owns Capital Southwest?

Capital Southwest shareholders are primarily institutional investors at 24.13%, followed by 4.39% insiders and 71.48% retail investors. The average institutional ownership in Capital Southwest's industry, Asset Management Stocks, is 39.76%, which Capital Southwest falls below.

Who owns the most shares of Capital Southwest?

Capital Southwest’s largest shareholders are Van eck associates (1.06M shares, 2.35%), Two sigma advisers, lp (748.3K shares, 1.66%), and Punch & associates investment management (669.84K shares, 1.49%). Together, they hold 5.50% of Capital Southwest’s total shares outstanding.

Does Blackrock own Capital Southwest?

BlackRock is not among the top 10 institutional shareholders of Capital Southwest.

Who is Capital Southwest’s biggest shareholder by percentage of total assets invested?

Melia wealth is Capital Southwest’s biggest shareholder by percentage of total assets invested, with 5.40% of its assets in 379.36K Capital Southwest shares, valued at 9.9M$.

Who is the top mutual fund holder of Capital Southwest shares?

VanEck BDC Income ETF is the top mutual fund holder of Capital Southwest shares, with 2.29% of its total shares outstanding invested in 1.09M Capital Southwest shares.

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