13F institutional ownership facts

Institutions tracked

39

Reported value

$1,784,191.00

Reported shares

6,847

Latest filing period

Q1 2026

Top institutional holders

  1. Neuberger Berman · $96,900,060 · 0.07%
  2. David Solomon - Goldman Sachs · $51,268,594 · 0.01%
  3. Larry Fink - BlackRock · $622,900,136 · 0.01%
  4. Morgan Stanley · $155,162,426 · 0.01%
  5. SG Americas Securities · $9,262,000 · 0.01%
  6. Capital World Investors · $186,588,048 · 0.03%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$CSW

Institutional Holdings

39

Top Institutions

Top Institutions

1

Neuberger Berman

371,863 shares

0.07%

% of Portfolio

2

David Solomon - Goldman Sachs

196,748 shares

0.01%

% of Portfolio

3

Larry Fink - BlackRock

2,390,437 shares

0.01%

% of Portfolio

4

Morgan Stanley

595,448 shares

0.01%

% of Portfolio

5

SG Americas Securities

35,542 shares

0.01%

% of Portfolio

6

Capital World Investors

716,049 shares

0.03%

% of Portfolio

7

Capital International Investors

190,046 shares

0.01%

% of Portfolio

8

Charles Schwab

175,529 shares

0.01%

% of Portfolio

9

Geode Capital Management

389,113 shares

0.01%

% of Portfolio

10

Invesco

171,377 shares

0.01%

% of Portfolio

11

Janus Henderson Group

99,223 shares

0.01%

% of Portfolio

12

Northern Trust Corp

203,820 shares

0.01%

% of Portfolio

13

State Street Corp

641,096 shares

0.01%

% of Portfolio

14

WCM Investment Management

21,968 shares

0.01%

% of Portfolio

15

UBS Group

113,380 shares

NaN%

% of Portfolio

16

T. Rowe Price

141,114 shares

NaN%

% of Portfolio

17

Israel Englander - Millennium Management

15,120 shares

NaN%

% of Portfolio

18

Voya Investment Mgmt

9,439 shares

NaN%

% of Portfolio

19

Nuveen

37,389 shares

NaN%

% of Portfolio

20

Legal & General

38,090 shares

NaN%

% of Portfolio

21

AllianceBernstein (AB)

19,822 shares

NaN%

% of Portfolio

22

New York State Teachers Retirement System

3,358 shares

NaN%

% of Portfolio

23

Ken Griffin - Citadel Advisors

8,978 shares

NaN%

% of Portfolio

24

Cliff Asness - AQR Capital Management

6,777 shares

NaN%

% of Portfolio

25

BNP Paribas

3,614 shares

NaN%

% of Portfolio

26

PNC Financial Services

2,931 shares

NaN%

% of Portfolio

27

Franklin Resources

1,318 shares

NaN%

% of Portfolio

28

Mitsubishi Ufj Asset Management Co., Ltd.

105 shares

NaN%

% of Portfolio

29

Canada Pension Plan Investment Board

0 shares

0.00%

% of Portfolio

30

Wasatch Advisors Inc

873,659 shares

1.51%

% of Portfolio

31

Scott Brayman - Champlain Invest Partners

162,721 shares

0.54%

% of Portfolio

32

PSP Investments

58,925 shares

0.05%

% of Portfolio

33

Chuck Royce - Royce & Associates

19,366 shares

0.05%

% of Portfolio

34

Stephen Schwarzman - Blackstone

1,087 shares

NaN%

% of Portfolio

35

Ray Dalio - Bridgewater Associates

0 shares

0.00%

% of Portfolio

36

Lazard Asset Management

0 shares

0.00%

% of Portfolio

37

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

38

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

39

Moerus Capital Management

6,847 shares

0.66%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

32%

LARGE

39%

MEDIUM

16%

SMALL

13%

Geographic Distribution

North America
62%
Europe
19%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

47

Sellers

34

Holders

81

New

16

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

10

Insider Sellers

34

Purchase Value

$19.1M

Role Distribution

CEO
27%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

72

B

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
92
Recent Activity
64
Concentration
56
Momentum
73
Stability
71

Recent Actions

New

12

Increased

29

Decreased

14

Exited

4

Total

55

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