CSWC (Capital Southwest) Institutional Ownership: 27.52% (As of Jun. 29, 2026)


CSWC Capital Southwest Corp CSWC
57 GF Score
Price $23.54
GF Value $25.55
Valuation Fairly Valued
! 6 Warning Signs
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What is Capital Southwest Institutional Ownership?

Capital Southwest CSWC +1.71% 57 Institutional Ownership is 27.52% as of Jun. 29, 2026. GuruFocus rates CSWC with a GF Score™ of 57/100 and a GF Value™ of $25.55 (Fairly Valued). The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Capital Southwest's institutional ownership is 27.52%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Capital Southwest's Insider Ownership is 4.01%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Capital Southwest's Float Percentage Of Total Shares Outstanding is 97.28%.

Capital Southwest Institutional Ownership Historical Data

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The historical data trend for Capital Southwest's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Capital Southwest Institutional Ownership Chart

Capital Southwest Historical Data

The historical data trend for Capital Southwest can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31
Institutional Ownership 4.72 5.46 5.36 5.26 5.33 5.93 6.03 5.77 5.97 5.70
CSWC
57GF Score
Capital Southwest Corp CSWC
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Capital Southwest Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 27.52% mean?
Capital Southwest (CSWC) has a Institutional Ownership of 27.52% as of Jun. 29, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Capital Southwest and its competitors.
Is Capital Southwest's Institutional Ownership too high?
Capital Southwest's current Institutional Ownership is 27.52%. Overall, Capital Southwest has a GF Score™ of 57/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Capital Southwest's Institutional Ownership compare to BTT and QQQX?
Capital Southwest's Institutional Ownership of 27.52% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Capital Southwest and its competitors. Capital Southwest's current Institutional Ownership is 27.52%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Capital Southwest stock overvalued right now?
Based on GuruFocus' analysis, Capital Southwest (CSWC) is currently considered Fairly Valued. The stock's GF Value™ is $25.55, compared to a current price of $23.54 — trading 7.9% below its estimated fair value. The current Institutional Ownership is 27.52%. Capital Southwest's overall GF Score™ is 57/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Capital Southwest (CSWC), the current Institutional Ownership is 27.52% as of Jun. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Capital Southwest (CSWC) Overvalued in 2026?

Based on GuruFocus' analysis, Capital Southwest stock appears to be undervalued. The current stock price of $23.54 is trading 7.9% below its estimated GF Value™ of $25.55. GuruFocus considers Capital Southwest to be Fairly Valued.

Key valuation signals for CSWC:

  • Institutional Ownership: 27.52%
  • GF Value™: $25.55 vs. price of $23.54 (7.9% below fair value)
  • GF Score™: 57/100 with 6 warning signs

No single metric tells the full story. See the CSWC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Capital Southwest Business Description

Other Exchanges SFW:Germany
Address 8333 Douglas Avenue, Suite 1100, Dallas, TX, USA, 75225
Capital Southwest Corp is a U.S.-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective is to produce attractive risk-adjusted returns by generating current income from debt investments and capital appreciation from equity and equity related investments. It focuses on providing flexible financing solutions through partnerships with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien, and subordinated debt, preferred stocks, common stocks, and warrants. The primary source of revenue comprises interest income and dividend income from investments made as well as management fees.
57GF Score

Get the complete analysis for CSWC

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$23.54
Price
$25.55
GF Value