300 tracked 13F filers disclose a position in CSW as of the latest SEC 13F filings, a combined $3.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $622.9M | 2.4M | ▼−0.7% Reduced · −17K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $233.9M | 898K | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $190.9M | 733K | →First observed position No prior filed position | Q1 2026 | |
| 4 | WASATCH ADVISORS LP | $192.9M | 693K | ▼−21% Reduced · −181K sh | Q2 2026 | |
| 5 | STATE STREET CORP | $187.6M | 675K | ▲+5.3% Added · +34K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $155.2M | 595K | ▼−11% Reduced · −74K sh | Q1 2026 | |
| 7 | Conestoga Capital Advisors, LLC | $131.3M | 472K | ▼−18% Reduced · −107K sh | Q2 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $114.0M | 437K | ▲+14% Added · +55K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $114.6M | 412K | ▲+5.8% Added · +22K sh | Q2 2026 | |
| 10 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $97.8M | 375K | ▼−4.3% Reduced · −17K sh | Q1 2026 | |
| 11 | Neuberger Berman Group LLC | $96.9M | 372K | ▼−4.7% Reduced · −18K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $79.8M | 306K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 13 | Channing Capital Management, LLC | $83.3M | 299K | ▼−1.9% Reduced · −6K sh | Q2 2026 | |
| 14 | NORGES BANK | $86.4M | 294K | ▲+50% Added · +98K sh | Q4 2025 | |
| 15 | FIRST MANHATTAN CO. LLC. | $70.3M | 270K | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 16 | T. Rowe Price Investment Management, Inc. | Withheld | 263K | ▼−5.3% Reduced · −15K sh | Q1 2026 | |
| 17 | CONGRESS ASSET MANAGEMENT CO | $65.8M | 252K | ▲+14% Added · +31K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $53.1M | 204K | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $51.3M | 197K | ▼−10% Reduced · −22K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.7M | 176K | ▲+0.4% Added · +700 sh | Q1 2026 | |
| 21 | PRICE T ROWE ASSOCIATES INC /MD/ | $36.8M | 141K | ▼−3.9% Reduced · −6K sh | Q1 2026 | |
| 22 | Champlain Investment Partners, LLC | $38.5M | 139K | ▼−15% Reduced · −24K sh | Q2 2026 | |
| 23 | Allspring Global Investments Holdings, LLC | $35.7M | 131K | ▼−0.4% Reduced · −557 sh | Q2 2026 | |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $33.9M | 130K | ▲+6.7% Added · +8K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $31.2M | 120K | ▼−15% Reduced · −22K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in CSW and 20 added to an existing one, while 27 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 150 funds | $214.6B |
| AMAZON.COM INCAMZN | 146 funds | $159.5B |
| APPLE INCAAPL | 145 funds | $235.9B |
| ALPHABET INC-CL AGOOGL | 144 funds | $125.0B |
| NVIDIA CORPNVDA | 141 funds | $319.6B |
| VISA INC-CLASS A SHARESV | 140 funds | $51.0B |
| JPMORGAN CHASE & COJPM | 139 funds | $47.2B |
| ALPHABET INC-CL CGOOG | 138 funds | $105.3B |
| META PLATFORMS INC-CLASS AMETA | 137 funds | $93.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 136 funds | $29.5B |
| MASTERCARD INC - AMA | 135 funds | $40.5B |
| JOHNSON & JOHNSONJNJ | 134 funds | $36.3B |
Ranked by how many of CSW's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Sell (S) | 2K | $518K |
| Aug 10, 2026 | UNDERWOOD JEFF | EVP, GM Contractor Solutions | Sell (S) | 720 | $250K |
| Aug 5, 2026 | Sullivan Don | EVP, Chief Strategy Officer | Sell (S) | 5K | $1.6M |
| Jul 15, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Sell (S) | 2K | $435K |
| Jun 15, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Sell (S) | 2K | $419K |
| May 27, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Sell (S) | 2K | $426K |
| May 1, 2026 | Alverson Luke | SVP, GC & Secretary | Sell (S) | 1K | $292K |
| Apr 15, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Sell (S) | 2K | $430K |
| Apr 15, 2026 | Sullivan Don | EVP, Chief Strategy Officer | Sell (S) | 166 | $50K |
| Apr 7, 2026 | Alverson Luke | SVP, GC & Secretary | Sell (S) | 1K | $268K |
| Mar 23, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Sell (S) | 2K | $405K |
| Mar 13, 2026 | Ash Darron K | Director | Buy (P) | 300 | $77K |
Connected entities for CSW
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CSW/capital-change-brief"
Use Arkolith's capital_change_brief for CSW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CSW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.