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Institutional Ownership · SEC Form 13F

Who owns CSW (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

349
Institutional holders
16,083,677
Shares held (tracked funds)

How the tape is positioned

41 tracked funds added or opened CSW while 119 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 349 tracked filers holding CSW, 167 increased or opened the position and 174 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 2025-Q4 and 2026-Q1 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 17

  • VANGUARD PORTFOLIO MANAGEMENT LLC$234M
  • VANGUARD CAPITAL MANAGEMENT LLC$191M
  • VANGUARD FIDUCIARY TRUST CO$30M
  • Capital Research Global Investors$23M
  • GENEVA CAPITAL MANAGEMENT LLC$17M
  • PEREGRINE CAPITAL MANAGEMENT LLC$9M

Full exits 16

  • VANGUARD GROUP INC$509M
  • COMERICA BANK$24M
  • SageView Advisory Group, LLC$6M
  • LAZARD ASSET MANAGEMENT LLC$5M
  • J. Goldman & Co LP$3M
  • Bridgewater Associates, LP$3M

Largest adds

  • T. Rowe Price Investment Management, Inc.$66M
  • Channing Capital Management, LLC$35M
  • WASATCH ADVISORS LP$32M
  • FIFTH THIRD BANCORP$21M
  • Invesco Ltd.$19M
  • JONES FINANCIAL COMPANIES LLLP$14M

Largest trims

  • BlackRock, Inc.$260M
  • Capital World Investors$122M
  • FMR LLC$62M
  • MORGAN STANLEY$41M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41M
  • Conestoga Capital Advisors, LLC$35M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed1,714,106$447M9.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new897,656$234M5.0%2026-Q1
WASATCH ADVISORS LP added873,659$228M4.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new732,553$191M4.1%2026-Q1
Capital World Investors trimmed716,049$187M4.0%2026-Q1
STATE STREET CORP added641,096$167M3.6%2026-Q1
MORGAN STANLEY trimmed595,448$155M3.3%2026-Q1
Conestoga Capital Advisors, LLC trimmed578,434$151M3.3%2026-Q1
FIRST TRUST ADVISORS LP added437,462$114M2.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed389,113$101M2.2%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed375,433$98M2.1%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed371,863$97M2.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added306,350$80M1.7%2026-Q1
Channing Capital Management, LLC added305,358$80M1.7%2026-Q1
FIRST MANHATTAN CO. LLC. trimmed269,767$70M1.5%2026-Q1
T. Rowe Price Investment Management, Inc. added262,786$68M1.5%2026-Q1
CONGRESS ASSET MANAGEMENT CO added252,348$66M1.4%2026-Q1
NORGES BANK trimmed196,641$57M1.2%2026-Q1
NORTHERN TRUST CORP added203,820$53M1.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed196,748$51M1.1%2026-Q1
Capital International Investors trimmed190,046$50M1.1%2026-Q1
Thrivent Financial for Lutherans trimmed184,180$48M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added175,529$46M1.0%2026-Q1
GW&K Investment Management, LLC added173,179$45M1.0%2026-Q1
Champlain Investment Partners, LLC trimmed162,721$42M0.9%2026-Q1
Invesco Ltd. added152,911$40M0.9%2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed141,880$37M0.8%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed141,114$37M0.8%2026-Q1
Allspring Global Investments Holdings, LLC trimmed131,241$34M0.7%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added130,057$34M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed119,743$31M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added119,726$31M0.7%2026-Q1
RIVERBRIDGE PARTNERS LLC trimmed115,651$30M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new114,648$30M0.6%2026-Q1
Select Equity Group, L.P. added113,451$30M0.6%2026-Q1
UBS Group AG trimmed113,380$30M0.6%2026-Q1
LOOMIS SAYLES & CO L P trimmed103,243$27M0.6%2026-Q1
JANUS HENDERSON GROUP PLC added99,223$26M0.6%2026-Q1
Bank of New York Mellon Corp trimmed97,937$26M0.6%2026-Q1
DF DENT & CO INC added96,562$25M0.5%2026-Q1
SOUTHERNSUN ASSET MANAGEMENT, LLC added88,336$23M0.5%2026-Q1
Capital Research Global Investors trimmed86,925$23M0.5%2026-Q1
SEI INVESTMENTS CO added81,603$21M0.5%2026-Q1
FIFTH THIRD BANCORP added81,023$21M0.5%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added80,494$21M0.5%2026-Q1
Zuckerman Investment Group, LLC added80,167$21M0.5%2026-Q1
Langdon Equity Partners trimmed79,282$21M0.4%2026-Q1
NATIXIS ADVISORS, LLC trimmed78,543$20M0.4%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added76,622$20M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed69,624$18M0.4%2026-Q1
GENEVA CAPITAL MANAGEMENT LLC new66,943$17M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added66,441$17M0.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed64,453$17M0.4%2026-Q1
JACOBSON & SCHMITT ADVISORS, LLC added63,736$17M0.4%2026-Q1
Public Sector Pension Investment Board added58,925$15M0.3%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed57,961$15M0.3%2026-Q1
Tributary Capital Management, LLC trimmed57,518$15M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added51,515$14M0.3%2026-Q1
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added50,987$13M0.3%2026-Q1
Montanaro Asset Management Ltd added49,800$13M0.3%2026-Q1
Rockefeller Capital Management L.P. added48,649$13M0.3%2026-Q1
CI INVESTMENTS INC. trimmed45,212$12M0.3%2026-Q1
BESSEMER GROUP INC trimmed44,780$12M0.3%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed43,964$11M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed43,860$11M0.2%2026-Q1
Creative Planning added43,063$11M0.2%2026-Q1
Tidal Investments LLC added42,964$11M0.2%2026-Q1
Legal & General Group Plc trimmed38,090$10M0.2%2026-Q1
Nuveen, LLC added37,389$10M0.2%2026-Q1
SG Americas Securities, LLC trimmed35,542$9M0.2%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC new35,510$9M0.2%2026-Q1
Heron Bay Capital Management added34,950$9M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed33,191$9M0.2%2026-Q1
Swiss National Bank trimmed32,989$9M0.2%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP added31,062$8M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed29,376$8M0.2%2026-Q1
Granite Investment Partners, LLC new29,080$8M0.2%2026-Q1
FRED ALGER MANAGEMENT, LLC trimmed27,392$7M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added27,123$7M0.2%2026-Q1
SCHWARTZ INVESTMENT COUNSEL INC26,000$7M0.1%2026-Q1
JPMORGAN CHASE & CO added24,367$6M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added19,822$6M0.1%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed21,968$6M0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC20,915$5M0.1%2026-Q1
Moody Aldrich Partners LLC added20,806$5M0.1%2026-Q1
LPL Financial LLC trimmed20,536$5M0.1%2026-Q1
Bragg Financial Advisors, Inc trimmed19,889$5M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added19,557$5M0.1%2026-Q1
ROYCE & ASSOCIATES LP trimmed19,366$5M0.1%2026-Q1
VANGUARD GROUP INC trimmed1,733,529$509M11.0%2025-Q4 stale
Alyeska Investment Group, L.P. added100,013$29M0.6%2025-Q2 stale
COMERICA BANK added82,356$24M0.5%2025-Q4 stale
Zimmer Partners, LP added60,000$15M0.3%2025-Q3 stale
Fiera Capital Corp added48,024$14M0.3%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC added53,800$13M0.3%2025-Q3 stale
Qube Research & Technologies Ltd added37,843$9M0.2%2025-Q3 stale
CW Advisors, LLC trimmed30,965$9M0.2%2025-Q2 stale
FEDERATED HERMES, INC. trimmed28,202$7M0.1%2025-Q3 stale
JANE STREET GROUP, LLC added26,570$6M0.1%2025-Q3 stale
SageView Advisory Group, LLC trimmed19,457$6M0.1%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership