CSWC — Capital Southwest Corp Institutional Holders · Q3 2026
Who owns Capital Southwest Corp (CSWC)? 5 institutions reported holding $29.97M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($20.8M), Epiq Partners, LLC ($6.7M), Confluence Investment Management LLC ($2.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $20.8M | 876,046 | Trimmed |
| 2 | EPIQ PARTNERS, LLC | $6.7M | 289,321 | Trimmed |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.4M | 104,570 | Added |
| 4 | Farther Finance Advisors, LLC | $47,370 | 2,048 | Trimmed |
| 5 | TOTH FINANCIAL ADVISORY CORP | $13,878 | 600 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30