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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,714,106 | $447M | 9.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 897,656 | $234M | 5.0% | 2026-Q1 |
| WASATCH ADVISORS LP added | 873,659 | $228M | 4.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 732,553 | $191M | 4.1% | 2026-Q1 |
| Capital World Investors trimmed | 716,049 | $187M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 641,096 | $167M | 3.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 595,448 | $155M | 3.3% | 2026-Q1 |
| Conestoga Capital Advisors, LLC trimmed | 578,434 | $151M | 3.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 437,462 | $114M | 2.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 389,113 | $101M | 2.2% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 375,433 | $98M | 2.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 371,863 | $97M | 2.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 306,350 | $80M | 1.7% | 2026-Q1 |
| Channing Capital Management, LLC added | 305,358 | $80M | 1.7% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 269,767 | $70M | 1.5% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 262,786 | $68M | 1.5% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 252,348 | $66M | 1.4% | 2026-Q1 |
| NORGES BANK trimmed | 196,641 | $57M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 203,820 | $53M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 196,748 | $51M | 1.1% | 2026-Q1 |
| Capital International Investors trimmed | 190,046 | $50M | 1.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 184,180 | $48M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 175,529 | $46M | 1.0% | 2026-Q1 |
| GW&K Investment Management, LLC added | 173,179 | $45M | 1.0% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 162,721 | $42M | 0.9% | 2026-Q1 |
| Invesco Ltd. added | 152,911 | $40M | 0.9% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 141,880 | $37M | 0.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 141,114 | $37M | 0.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 131,241 | $34M | 0.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 130,057 | $34M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 119,743 | $31M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 119,726 | $31M | 0.7% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 115,651 | $30M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 114,648 | $30M | 0.6% | 2026-Q1 |
| Select Equity Group, L.P. added | 113,451 | $30M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 113,380 | $30M | 0.6% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 103,243 | $27M | 0.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 99,223 | $26M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 97,937 | $26M | 0.6% | 2026-Q1 |
| DF DENT & CO INC added | 96,562 | $25M | 0.5% | 2026-Q1 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC added | 88,336 | $23M | 0.5% | 2026-Q1 |
| Capital Research Global Investors trimmed | 86,925 | $23M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 81,603 | $21M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 81,023 | $21M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 80,494 | $21M | 0.5% | 2026-Q1 |
| Zuckerman Investment Group, LLC added | 80,167 | $21M | 0.5% | 2026-Q1 |
| Langdon Equity Partners trimmed | 79,282 | $21M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 78,543 | $20M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 76,622 | $20M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 69,624 | $18M | 0.4% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC new | 66,943 | $17M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 66,441 | $17M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 64,453 | $17M | 0.4% | 2026-Q1 |
| JACOBSON & SCHMITT ADVISORS, LLC added | 63,736 | $17M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 58,925 | $15M | 0.3% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 57,961 | $15M | 0.3% | 2026-Q1 |
| Tributary Capital Management, LLC trimmed | 57,518 | $15M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 51,515 | $14M | 0.3% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 50,987 | $13M | 0.3% | 2026-Q1 |
| Montanaro Asset Management Ltd added | 49,800 | $13M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 48,649 | $13M | 0.3% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 45,212 | $12M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 44,780 | $12M | 0.3% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 43,964 | $11M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 43,860 | $11M | 0.2% | 2026-Q1 |
| Creative Planning added | 43,063 | $11M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 42,964 | $11M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 38,090 | $10M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 37,389 | $10M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 35,542 | $9M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC new | 35,510 | $9M | 0.2% | 2026-Q1 |
| Heron Bay Capital Management added | 34,950 | $9M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 33,191 | $9M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 32,989 | $9M | 0.2% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 31,062 | $8M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 29,376 | $8M | 0.2% | 2026-Q1 |
| Granite Investment Partners, LLC new | 29,080 | $8M | 0.2% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 27,392 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 27,123 | $7M | 0.2% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC | 26,000 | $7M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 24,367 | $6M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 19,822 | $6M | 0.1% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 21,968 | $6M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 20,915 | $5M | 0.1% | 2026-Q1 |
| Moody Aldrich Partners LLC added | 20,806 | $5M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 20,536 | $5M | 0.1% | 2026-Q1 |
| Bragg Financial Advisors, Inc trimmed | 19,889 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 19,557 | $5M | 0.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 19,366 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,733,529 | $509M | 11.0% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 100,013 | $29M | 0.6% | 2025-Q2 stale |
| COMERICA BANK added | 82,356 | $24M | 0.5% | 2025-Q4 stale |
| Zimmer Partners, LP added | 60,000 | $15M | 0.3% | 2025-Q3 stale |
| Fiera Capital Corp added | 48,024 | $14M | 0.3% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 53,800 | $13M | 0.3% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 37,843 | $9M | 0.2% | 2025-Q3 stale |
| CW Advisors, LLC trimmed | 30,965 | $9M | 0.2% | 2025-Q2 stale |
| FEDERATED HERMES, INC. trimmed | 28,202 | $7M | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 26,570 | $6M | 0.1% | 2025-Q3 stale |
| SageView Advisory Group, LLC trimmed | 19,457 | $6M | 0.1% | 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.
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.