Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CSW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.4M | $622.9M | -0.7% | 14.648% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 898K | $233.9M | — | 5.500% | 0.01% |
| 3 | WASATCH ADVISORS INC | 874K | $227.7M | +31.1% | 5.354% | 1.51% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 733K | $190.9M | — | 4.489% | 0.00% |
| 5 | Capital World Investors | 716K | $186.6M | -32.0% | 4.388% | 0.03% |
| 6 | STATE STREET CORP | 641K | $167.1M | +0.5% | 3.928% | 0.01% |
| 7 | MORGAN STANLEY | 595K | $155.2M | -11.1% | 3.649% | 0.01% |
| 8 | Conestoga Capital Advisors, LLC | 578K | $150.7M | -8.7% | 3.544% | 3.01% |
| 9 | FIRST TRUST ADVISORS LP | 437K | $114.0M | +14.5% | 2.681% | 0.08% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 389K | $101.4M | -0.9% | 2.384% | 0.01% |
| 11 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 375K | $97.8M | -4.3% | 2.300% | 0.29% |
| 12 | Neuberger Berman Group LLC | 372K | $96.9M | -4.7% | 2.279% | 0.07% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 306K | $79.8M | +0.8% | 1.877% | 0.02% |
| 14 | Channing Capital Management, LLC | 305K | $79.6M | +103.0% | 1.871% | 2.04% |
| 15 | FIRST MANHATTAN CO | 270K | $70.3M | -1.3% | 1.653% | 0.19% |
| 16 | CONGRESS ASSET MANAGEMENT CO /MA | 252K | $65.8M | +14.0% | 1.546% | 0.47% |
| 17 | NORTHERN TRUST CORP | 204K | $53.1M | +2.0% | 1.249% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 197K | $51.3M | -10.0% | 1.206% | 0.01% |
| 19 | Capital International Investors | 190K | $49.5M | -16.0% | 1.165% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 176K | $45.7M | +0.4% | 1.076% | 0.01% |
| 21 | Invesco Ltd. | 171K | $44.7M | +144.3% | 1.050% | 0.01% |
| 22 | Champlain Investment Partners, LLC | 163K | $42.4M | -24.3% | 0.997% | 0.54% |
| 23 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 142K | $37.0M | -22.1% | 0.869% | 0.37% |
| 24 | Allspring Global Investments Holdings, LLC | 131K | $34.2M | -6.6% | 0.804% | 0.06% |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 130K | $33.9M | +6.7% | 0.797% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CSW — a direct measure of their conviction.
Filings activity in CSW during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 342 | 2.3% | 90.94% | 15.27 pp | $4.04B | 14% |
| Q4 2025 | 350 | +2.9% | 106.21% | +24.21 pp | $4.72B | +30% |
| Q3 2025 | 340 | 6.6% | 82.00% | 12.76 pp | $3.64B | 13% |
| Q2 2025 | 364 | +3.4% | 94.76% | 0.53 pp | $4.21B | 0.6% |
| Q1 2025 | 352 | 3.3% | 95.29% | 20.06 pp | $4.23B | 17% |
| Q4 2024 | 364 | +7.4% | 115.35% | 6.21 pp | $5.12B | 5.1% |
| Q3 2024 | 339 | +15% | 121.56% | +47.86 pp | $5.40B | +65% |
| Q2 2024 | 295 | — | 73.70% | — | $3.27B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CSW stock.
Based on Q1 2026 13F filings, institutional ownership of CSW Industrials, Inc. stands at 90.9%, held across 342 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CSW, with approximately 2,390,437 shares worth $0.62B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CSW.
Our composite Smart Money Score for CSW is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
45 institutions opened new positions in CSW during Q1 2026, while 53 fully exited. 70 added to existing positions and 227 trimmed.
CSW institutional ownership fell by 15.27 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 53.3% of all reported 13F value in CSW, and the top 25 account for 75.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CSW Industrials, Inc. (CSW) Institutional Ownership