13F institutional ownership facts

Institutions tracked

40

Reported value

$2,672,237.00

Reported shares

9,602

Latest filing period

Q2 2026

Top institutional holders

  1. Neuberger Berman · $102,822,388 · 0.07%
  2. PSP Investments · $15,750,667 · 0.04%
  3. Larry Fink - BlackRock · $686,461,564 · 0.01%
  4. Morgan Stanley · $159,655,466 · 0.01%
  5. Capital World Investors · $207,763,474 · 0.02%
  6. Capital International Investors · $45,847,977 · 0.01%

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

40

Top Institutions

Top Institutions

1

Neuberger Berman

369,466 shares

0.07%

% of Portfolio

2

PSP Investments

56,596 shares

0.04%

% of Portfolio

3

Larry Fink - BlackRock

2,466,624 shares

0.01%

% of Portfolio

4

Morgan Stanley

573,678 shares

0.01%

% of Portfolio

5

Capital World Investors

746,545 shares

0.02%

% of Portfolio

6

Capital International Investors

164,743 shares

0.01%

% of Portfolio

7

Charles Schwab

180,593 shares

0.01%

% of Portfolio

8

Geode Capital Management

411,565 shares

0.01%

% of Portfolio

9

Northern Trust Corp

205,664 shares

0.01%

% of Portfolio

10

SG Americas Securities

35,421 shares

0.01%

% of Portfolio

11

State Street Corp

674,775 shares

0.01%

% of Portfolio

12

Jane Street Group

49,775 shares

NaN%

% of Portfolio

13

David Solomon - Goldman Sachs

201,907 shares

NaN%

% of Portfolio

14

T. Rowe Price

118,749 shares

NaN%

% of Portfolio

15

Nuveen

42,095 shares

NaN%

% of Portfolio

16

Voya Investment Mgmt

9,857 shares

NaN%

% of Portfolio

17

UBS Group

57,366 shares

NaN%

% of Portfolio

18

Legal & General

36,611 shares

NaN%

% of Portfolio

19

New York State Teachers Retirement System - New York State Teachers Retirement System

3,900 shares

NaN%

% of Portfolio

20

Ken Griffin - Citadel Advisors

8,176 shares

NaN%

% of Portfolio

21

Israel Englander - Millennium Management

5,277 shares

NaN%

% of Portfolio

22

Invesco

40,761 shares

NaN%

% of Portfolio

23

Cliff Asness - AQR Capital Management

9,151 shares

NaN%

% of Portfolio

24

BNP Paribas

3,316 shares

NaN%

% of Portfolio

25

PNC Financial Services

3,132 shares

NaN%

% of Portfolio

26

Jamie Dimon - JPMorgan Chase

20,167 shares

NaN%

% of Portfolio

27

Amundi

2,797 shares

NaN%

% of Portfolio

28

Mitsubishi Ufj Asset Management Co., Ltd.

105 shares

NaN%

% of Portfolio

29

Franklin Resources

0 shares

0.00%

% of Portfolio

30

Wasatch Advisors Inc

693,036 shares

1.26%

% of Portfolio

31

Scott Brayman - Champlain Invest Partners

138,500 shares

0.99%

% of Portfolio

32

Segall Bryant & Hamill, LLC

44,733 shares

0.15%

% of Portfolio

33

Chuck Royce - Royce & Associates

19,449 shares

0.04%

% of Portfolio

34

Natixis

4,000 shares

NaN%

% of Portfolio

35

Exoduspoint Capital Management, Lp

1,551 shares

NaN%

% of Portfolio

36

Verition Fund Management LLC

1,614 shares

NaN%

% of Portfolio

37

Paul Tudor Jones - Tudor Investment Corp

2,755 shares

NaN%

% of Portfolio

38

Stephen Schwarzman - Blackstone

0 shares

0.00%

% of Portfolio

39

WCM Investment Management

0 shares

0.00%

% of Portfolio

40

Amit Wadhwaney - Moerus Capital Management

6,847 shares

0.85%

% 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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