Who owns CSW
Which tracked institutional funds hold CSW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CSW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
83 tracked funds added or opened CSW while 63 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CSW’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CSW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CSW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 322 tracked filers holding CSW, 149 increased or opened the position and 181 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CSW between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- Jupiter Topco LLC$37M
- JANE STREET GROUP, LLC$14M
- Roubaix Capital, LLC$3M
- Holocene Advisors, LP$2M
- Walleye Capital LLC$1M
- Quantbot Technologies LP$1M
Full exits 28
- T. Rowe Price Investment Management, Inc.$68M
- Thrivent Financial for Lutherans$48M
- GW&K Investment Management, LLC$45M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$37M
- JANUS HENDERSON GROUP PLC$26M
- NATIXIS ADVISORS, LLC$20M
Largest adds
- BlackRock, Inc.$240M
- CI INVESTMENTS INC.$44M
- Capital World Investors$21M
- MetLife Investment Management, LLC$21M
- STATE STREET CORP$21M
- Select Equity Group, L.P.$18M
Largest trims
- FIRST TRUST ADVISORS LP$40M
- WASATCH ADVISORS LP$35M
- Invesco Ltd.$29M
- Conestoga Capital Advisors, LLC$19M
- UBS Group AG$14M
- NORGES BANK$13M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,466,624 | $686M | 16.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 888,596 | $247M | 5.9% | 2026-Q2 |
| Capital World Investors added | 746,545 | $208M | 5.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 736,304 | $205M | 4.9% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 693,036 | $193M | 4.6% | 2026-Q2 |
| STATE STREET CORP added | 674,775 | $188M | 4.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 573,678 | $160M | 3.8% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 471,727 | $131M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 411,565 | $115M | 2.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 369,466 | $103M | 2.5% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 348,300 | $97M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 317,165 | $88M | 2.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 300,506 | $84M | 2.0% | 2026-Q2 |
| Channing Capital Management, LLC trimmed | 299,374 | $83M | 2.0% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. added | 270,170 | $75M | 1.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 266,240 | $74M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 205,664 | $57M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 201,907 | $56M | 1.3% | 2026-Q2 |
| CI INVESTMENTS INC. added | 200,343 | $56M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 180,593 | $50M | 1.2% | 2026-Q2 |
| Select Equity Group, L.P. added | 171,599 | $48M | 1.1% | 2026-Q2 |
| Capital International Investors trimmed | 164,743 | $46M | 1.1% | 2026-Q2 |
| NORGES BANK trimmed | 159,832 | $44M | 1.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 140,531 | $39M | 0.9% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 138,500 | $39M | 0.9% | 2026-Q2 |
| Jupiter Topco LLC new | 131,709 | $37M | 0.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 130,684 | $36M | 0.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 118,749 | $33M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 118,015 | $33M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 107,320 | $30M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 107,110 | $30M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 100,307 | $28M | 0.7% | 2026-Q2 |
| DF DENT & CO INC added | 97,020 | $27M | 0.6% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 96,402 | $27M | 0.6% | 2026-Q2 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC added | 94,698 | $26M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 94,278 | $26M | 0.6% | 2026-Q2 |
| Capital Research Global Investors added | 89,286 | $25M | 0.6% | 2026-Q2 |
| MetLife Investment Management, LLC added | 83,664 | $23M | 0.6% | 2026-Q2 |
| Langdon Equity Partners added | 82,500 | $23M | 0.5% | 2026-Q2 |
| Zuckerman Investment Group, LLC added | 80,842 | $22M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 80,505 | $22M | 0.5% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 77,422 | $22M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 73,720 | $21M | 0.5% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 73,442 | $20M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 71,432 | $20M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 63,857 | $18M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 63,434 | $18M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 60,168 | $17M | 0.4% | 2026-Q2 |
| JACOBSON & SCHMITT ADVISORS, LLC trimmed | 58,309 | $16M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 57,366 | $16M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 56,596 | $16M | 0.4% | 2026-Q2 |
| Tidal Investments LLC added | 56,251 | $16M | 0.4% | 2026-Q2 |
| Tributary Capital Management, LLC trimmed | 55,870 | $16M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 55,763 | $16M | 0.4% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 54,288 | $15M | 0.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 53,294 | $15M | 0.4% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 52,743 | $15M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 49,775 | $14M | 0.3% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 44,733 | $12M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 42,095 | $12M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 40,761 | $11M | 0.3% | 2026-Q2 |
| Montanaro Asset Management Ltd trimmed | 40,705 | $11M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 39,563 | $11M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 38,807 | $11M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 36,611 | $10M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 33,792 | $9M | 0.2% | 2026-Q2 |
| Heron Bay Capital Management trimmed | 33,174 | $9M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 31,389 | $9M | 0.2% | 2026-Q2 |
| Mawer Investment Management Ltd. added | 30,757 | $9M | 0.2% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 30,369 | $8M | 0.2% | 2026-Q2 |
| Granite Investment Partners, LLC added | 29,158 | $8M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 29,110 | $8M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 28,679 | $8M | 0.2% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 26,937 | $7M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 26,842 | $7M | 0.2% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 26,535 | $7M | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 24,761 | $7M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 21,520 | $6M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 20,167 | $6M | 0.1% | 2026-Q2 |
| Bragg Financial Advisors, Inc trimmed | 19,828 | $6M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 19,449 | $5M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 19,162 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 19,024 | $5M | 0.1% | 2026-Q2 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed | 18,660 | $5M | 0.1% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC | 18,272 | $5M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 17,824 | $5M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 17,789 | $5M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 17,436 | $5M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 16,959 | $5M | 0.1% | 2026-Q2 |
| EVERETT HARRIS & CO /CA/ trimmed | 16,646 | $5M | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC trimmed | 16,305 | $5M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 14,518 | $4M | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG trimmed | 12,810 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 12,323 | $3M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 11,855 | $3M | 0.1% | 2026-Q2 |
| Grandeur Peak Global Advisors, LLC added | 11,793 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 11,556 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 11,341 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 11,251 | $3M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 11,250 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.