Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
337 institutional managers reported holding CSW for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 53%. 37 opened new positions; 47 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 2.39M | 14.37% | $623.2M | trimmed -0.7% | 2015 Q4 |
| Vanguard Group | 1.77M | 10.64% | $461.8M | added +0.7% | 2015 Q4 |
| Wasatch Advisors LP | 873.7k | 5.25% | $227.8M | added +31.1% | 2022 Q4 |
| Capital Group (American Funds) | 716.0k | 4.30% | $186.7M | trimmed -32% | 2023 Q4 |
| State Street | 641.1k | 3.85% | $167.1M | added +0.5% | 2015 Q4 |
| Morgan Stanley | 595.4k | 3.58% | $155.2M | trimmed -11.1% | 2015 Q4 |
| Conestoga Capital Advisors, LLC | 578.4k | 3.48% | $150.8M | trimmed -8.7% | 2023 Q3 |
| First Trust Advisors LP | 437.5k | 2.63% | $114.0M | added +14.5% | 2019 Q4 |
| Geode Capital | 389.1k | 2.34% | $101.4M | trimmed -0.9% | 2015 Q4 |
| Kayne Anderson Rudnick Investment Management LLC | 375.4k | 2.26% | $97.9M | trimmed -4.3% | 2024 Q2 |
| Neuberger Berman Group LLC | 371.9k | 2.23% | $96.9M | trimmed -4.7% | 2020 Q2 |
| Dimensional Fund Advisors | 306.4k | 1.84% | $79.9M | added +0.8% | 2016 Q3 |
| Channing Capital Management, LLC | 305.4k | 1.83% | $79.6M | added +103% | 2025 Q4 |
| First Manhattan CO. LLC. | 269.8k | 1.62% | $70.3M | trimmed -1.3% | 2015 Q4 |
| T. Rowe Price Investment Management, INC. | 262.8k | 1.58% | $68.5M | added +2695% | 2022 Q3 |
| Congress Asset Management CO | 252.3k | 1.52% | $65.8M | added +14% | 2022 Q3 |
| Northern Trust | 203.8k | 1.23% | $53.1M | added +2% | 2015 Q4 |
| Goldman Sachs | 196.7k | 1.18% | $51.3M | trimmed -10% | 2015 Q4 |
| Capital International Investors | 190.0k | 1.14% | $49.5M | trimmed -16% | 2021 Q1 |
| Thrivent Financial for Lutherans | 184.2k | 1.11% | $48.0M | unchanged | 2017 Q2 |
| Charles Schwab Investment Management | 175.5k | 1.05% | $45.8M | unchanged | 2015 Q4 |
| Gw&k Investment Management, LLC | 173.2k | 1.04% | $45.1M | added +8.8% | 2025 Q4 |
| Invesco | 171.4k | 1.03% | $44.7M | added +144.3% | 2017 Q1 |
| Champlain Investment Partners, LLC | 162.7k | 0.98% | $42.4M | trimmed -24.3% | 2025 Q1 |
| Vaughan Nelson Investment Management, L.p. | 141.9k | 0.85% | $37.0M | trimmed -22.1% | 2025 Q3 |
| T. Rowe Price | 141.1k | 0.85% | $36.8M | trimmed -3.9% | 2016 Q4 |
| UBS | 140.5k | 0.84% | $36.6M | trimmed -13.7% | 2015 Q4 |
| Allspring Global Investments Holdings, LLC | 131.2k | 0.79% | $34.2M | trimmed -6.6% | 2021 Q4 |
| Mirae Asset Global Etfs Holdings LTD. | 130.1k | 0.78% | $33.9M | added +6.7% | 2018 Q3 |
| Bank OF America CORP /DE/ | 119.7k | 0.72% | $31.2M | trimmed -15.4% | 2015 Q4 |
| Raymond James Financial INC | 119.7k | 0.72% | $31.2M | added +8% | 2023 Q1 |
| Riverbridge Partners LLC | 115.7k | 0.69% | $30.2M | trimmed -11.3% | 2024 Q4 |
| Select Equity Group | 113.5k | 0.68% | $29.6M | added +4.9% | 2023 Q4 |
| Loomis Sayles & CO L P | 103.2k | 0.62% | $26.9M | trimmed -7.7% | 2023 Q4 |
| Janus Henderson | 99.2k | 0.60% | $25.9M | added +12.6% | 2016 Q4 |
| BNY Mellon | 97.9k | 0.59% | $25.5M | trimmed -7.7% | 2015 Q4 |
| DF Dent & CO INC | 96.6k | 0.58% | $25.2M | added +4.6% | 2024 Q1 |
| Southernsun Asset Management, LLC (focused) | 88.3k | 0.53% | $23.0M | added +32.3% | 2025 Q4 |
| Capital Research Global Investors | 86.9k | 0.52% | $22.7M | opened | 2026 Q1 |
| SEI Investments CO | 81.6k | 0.49% | $21.3M | added +32.4% | 2022 Q2 |
| Fifth Third Bancorp | 81.0k | 0.49% | $21.1M | added +19565.8% | 2023 Q4 |
| Principal Financial Group INC | 80.5k | 0.48% | $21.0M | added +0.9% | 2020 Q4 |
| Zuckerman Investment Group, LLC | 80.2k | 0.48% | $20.9M | unchanged | 2015 Q3 |
| Langdon Equity Partners (focused) | 79.3k | 0.48% | $20.7M | trimmed -3.6% | 2025 Q4 |
| Natixis Advisors, LLC | 78.5k | 0.47% | $20.5M | trimmed -11.8% | 2024 Q2 |
| NEW York State Common Retirement Fund | 76.6k | 0.46% | $20.0M | added +107.4% | 2016 Q2 |
| Ameriprise Financial INC | 69.6k | 0.42% | $18.2M | trimmed -12.8% | 2023 Q3 |
| Geneva Capital Management LLC | 66.9k | 0.40% | $17.5M | opened | 2026 Q1 |
| Envestnet Asset Management INC | 66.4k | 0.40% | $17.3M | added +18.5% | 2020 Q1 |
| Wells Fargo & COMPANY/MN | 64.5k | 0.39% | $16.8M | trimmed -20.1% | 2015 Q4 |
Largest 50 of 337 shown; the full ranked, searchable register is at boothcheck.com/holders/CSW. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.