CSW Industrials Ownership | Who Owns CSW Industrials?
CSW Industrials Ownership Summary
CSW Industrials is owned by 98.03% institutional investors, 4.27% insiders. Vanguard group is the largest institutional shareholder, holding 9.74% of CSWI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.44% of its assets in CSW Industrials shares.
CSWI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CSW Industrials | 98.03% | 4.27% | -2.29% |
| Sector | Industrials Stocks | 64.16% | 10.53% | 25.31% |
| Industry | Industrial Machinery Stocks | 76.78% | 7.61% | 15.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.51M | 9.74% | $401.34M |
| Blackrock | 1.15M | 7.39% | $304.39M |
| Neuberger berman group | 943.48K | 6.08% | $250.31M |
| Wasatch advisors lp | 588.49K | 3.79% | $156.13M |
| T. rowe price investment management | 572.83K | 3.69% | $151.98M |
| Conestoga capital advisors | 573.99K | 3.62% | $202.50M |
| Morgan stanley | 463.72K | 2.99% | $123.03M |
| First manhattan co. llc. | 441.55K | 2.84% | $117.15M |
| Capital world investors | 376.57K | 2.43% | $99.91M |
| Dimensional fund advisors lp | 362.86K | 2.34% | $96.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jacobson & schmitt advisors | 46.00K | 2.77% | $12.20M |
| Zuckerman investment group | 87.77K | 2.69% | $23.29M |
| Conestoga capital advisors | 573.99K | 2.68% | $202.50M |
| Mountain pacific investment advisers inc/id | 100.77K | 2.50% | $35.55M |
| Montanaro asset management | 45.00K | 2.23% | $11.94M |
| Lrt capital management | 8.23K | 2.05% | $2.18M |
| Tributary capital management | 66.25K | 1.81% | $23.37M |
| Laurus investment counsel | 7.13K | 1.30% | $2.52M |
| Caldwell sutter capital | 8.36K | 1.10% | $2.22M |
| Moerus capital management | 11.19K | 1.07% | $2.97M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 337.77K | 0.03% | 321.46K |
| Vanguard group | 1.51M | 0.01% | 298.95K |
| Kayne anderson rudnick investment management | 247.24K | 0.16% | 247.24K |
| Riverbridge partners | 119.62K | 0.58% | 119.62K |
| Mirae asset global etfs | 107.57K | 0.07% | 107.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 572.83K | 0.10% | -230.66K |
| Neuberger berman group | 943.48K | 0.21% | -136.75K |
| Allspring global investments | 128.91K | 0.07% | -130.31K |
| Mirae asset global investments | - | - | -104.55K |
| Capital investors | 281.72K | 0.02% | -68.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kayne anderson rudnick investment management | 247.24K | 0.16% | 247.24K | $65.60M |
| Riverbridge partners | 119.62K | 0.58% | 119.62K | $42.20M |
| Mirae asset global etfs | 107.57K | 0.07% | 107.57K | $28.54M |
| Natixis advisors | 46.83K | 0.03% | 46.83K | $12.42M |
| Segall bryant & hamill | 22.36K | 0.11% | 22.36K | $5.93M |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -7.00 |
| Opal wealth advisors | -17.00 |
| First financial corp /in/ | -18.00 |
| Quarry lp | -30.00 |
| Systm wealth solutions | -43.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 344 | 15.05% | 15,552,894 | 16.79% | 98 | 1.33% | 203 | 25.31% | 98 | 19.51% |
| Jun 30, 2024 | 294 | 8.89% | 13,296,729 | 2.15% | 85 | 1.22% | 158 | 26.40% | 82 | -10.87% |
| Mar 31, 2024 | 270 | 11.11% | 13,017,145 | 1.29% | 83 | 1.23% | 125 | 7.76% | 92 | 10.84% |
| Dec 31, 2023 | 243 | 10.96% | 12,851,804 | 1.31% | 82 | 1.24% | 116 | 13.73% | 83 | 31.75% |
| Sep 30, 2023 | 219 | 5.29% | 12,686,117 | 1.23% | 81 | 1.25% | 102 | -5.56% | 63 | 21.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.08M | 6.44% | -1.39K |
| American Funds SMALLCAP World A | 951.96K | 5.66% | -55.79K |
| Vanguard Total Stock Mkt Idx Inv | 524.09K | 3.12% | 476.00 |
| iShares Russell 2000 ETF | 448.73K | 2.67% | -1.73K |
| Vanguard Small Cap Index | 428.24K | 2.55% | 8.73K |
| Neuberger Berman Genesis Inv | 416.63K | 2.48% | -177.25K |
| Conestoga Small Cap Investors | 344.43K | 2.05% | - |
| T. Rowe Price Integrated US SmCapGrEq | 304.52K | 1.81% | 152.26K |
| Wasatch Core Growth | 258.32K | 1.54% | -85.44K |
| Vanguard Institutional Extnd Mkt Idx Tr | 254.16K | 1.51% | 4.82K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 15, 2025 | Armes Joseph B | Chairman, President & CEO | Sell | $60.23K |
| Jan 15, 2025 | Armes Joseph B | Chairman, President & CEO | Sell | $49.49K |
| Jan 15, 2025 | Armes Joseph B | Chairman, President & CEO | Sell | $85.91K |
| Jan 15, 2025 | Armes Joseph B | Chairman, President & CEO | Sell | $37.54K |
| Jan 15, 2025 | Armes Joseph B | Chairman, President & CEO | Sell | $138.68K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 23 |
| 2024 Q3 | - | 19 |
| 2024 Q2 | - | 17 |
| 2024 Q1 | - | 10 |
| 2023 Q4 | - | 16 |
CSWI Ownership FAQ
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