Filing Research | CSW - CSW INDUSTRIALS INC Institutional Holdings

Snapshot holdings

50 / 71 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	693.0KSH	$192.9M
2	Conestoga Capital Advisors, LLC	Shares	471.7KSH	$131.3M
3	CONGRESS ASSET MANAGEMENT CO	Shares	300.5KSH	$83.6M
4	RIVERBRIDGE PARTNERS LLC	Shares	73.4KSH	$20.4M
5	JACOBSON & SCHMITT ADVISORS, LLC	Shares	58.3KSH	$16.2M
6	Tributary Capital Management, LLC	Shares	55.9KSH	$15.5M
7	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	33.8KSH	$9.4M
8	MOODY ALDRICH PARTNERS LLC	Shares	16.3KSH	$4.5M
9	Louisiana State Employees Retirement System	Shares	7.2KSH	$2.0M
10	DAVENPORT & Co LLC	Shares	5.1KSH	$1.4M
11	Police & Firemen's Retirement System of New Jersey	Shares	4.8KSH	$1.3M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	4.4KSH	$1.2M
13	GRACE & WHITE INC /NY	Shares	4.3KSH	$1.2M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.1KSH	$1.1M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.9KSH	$1.1M
16	Sequoia Financial Advisors, LLC	Shares	3.5KSH	$983.5K
17	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.3KSH	$626.2K
18	Venturi Wealth Management, LLC	Shares	2.0KSH	$552.4K
19	HMS Capital Management, LLC	Shares	2.0KSH	$544.3K
20	PFG Investments, LLC	Shares	1.9KSH	$541.9K
21	Mechanics Bank Trust Department	Shares	1.9KSH	$534.3K
22	ARGENT CAPITAL MANAGEMENT LLC	Shares	1.8KSH	$514.0K
23	Portside Wealth Group, LLC	Shares	1.6KSH	$453.6K
24	SIGNATUREFD, LLC	Shares	1.6KSH	$433.6K
25	Sprinkle Financial Consultants LLC	Shares	1.4KSH	$395.2K
26	Yorktown Management & Research Co Inc	Shares	1.3KSH	$361.8K
27	Trust Point Inc.	Shares	1.2KSH	$333.4K
28	Envestnet Portfolio Solutions, Inc.	Shares	1.1KSH	$316.1K
29	Mraz, Amerine & Associates, Inc.	Shares	1.0KSH	$286.6K
30	Crossmark Global Holdings, Inc.	Shares	854SH	$237.7K
31	Hilltop National Bank	Shares	824SH	$229.3K
32	ANDERSON HOAGLAND & CO	Shares	795SH	$221.2K
33	MOODY NATIONAL BANK TRUST DIVISION	Shares	785SH	$218.5K
34	Sowell Financial Services LLC	Shares	781SH	$217.4K
35	GAMMA Investing LLC	Shares	658SH	$183.1K
36	EASTERN BANK	Shares	415SH	$115.5K
37	Curated Wealth Partners LLC	Shares	51.2KSH	$114.0K
38	AdvisorNet Financial, Inc	Shares	320SH	$89.1K
39	GHP Investment Advisors, Inc.	Shares	216SH	$60.1K
40	Blue Trust, Inc.	Shares	161SH	$44.8K
41	Farther Finance Advisors, LLC	Shares	81SH	$22.4K
42	EverSource Wealth Advisors, LLC	Shares	79SH	$22.0K
43	Versant Capital Management, Inc	Shares	66SH	$18.4K
44	Financial Management Professionals, Inc.	Shares	64SH	$17.8K
45	Crewe Advisors LLC	Shares	45SH	$12.5K
46	SBI Securities Co., Ltd.	Shares	44SH	$12.2K
47	IFP Advisors, Inc	Shares	25SH	$7.0K
48	Spire Wealth Management	Shares	24SH	$6.7K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	24SH	$6.7K
50	ENTRUST FINANCIAL LLC	Shares	17SH	$4.7K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 78 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+48.2K	+$17.9M	$83.6M
2	Tributary Capital Management, LLC trimmed	Shares	-1.6K	+$560.6K	$15.5M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+532	+$223.5K	$1.3M
4	Sowell Financial Services LLC new	Shares	+781	+$217.4K	$217.4K
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+643	+$207.4K	$626.2K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+465	+$194.5K	$1.1M
7	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-1.7K	+$151.1K	$9.4M
8	Sequoia Financial Advisors, LLC added	Shares	+320	+$146.0K	$983.5K
9	Curated Wealth Partners LLC new	Shares	+51.2K	+$114.0K	$114.0K
10	Louisiana State Employees Retirement System trimmed	Shares	-100	+$101.5K	$2.0M
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-54	+$64.7K	$1.2M
12	DAVENPORT & Co LLC trimmed	Shares	-138	+$55.0K	$1.4M
13	Portside Wealth Group, LLC added	Shares	+87	+$51.6K	$453.6K
14	Venturi Wealth Management, LLC added	Shares	+48	+$47.7K	$552.4K
15	HMS Capital Management, LLC added	Shares	+2	+$35.2K	$544.3K
16	Mechanics Bank Trust Department unchanged	Shares	0	+$34.0K	$534.3K
17	SIGNATUREFD, LLC added	Shares	+12	+$30.7K	$433.6K
18	Envestnet Portfolio Solutions, Inc. added	Shares	+32	+$28.5K	$316.1K
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-167	+$25.7K	$1.1M
20	Sprinkle Financial Consultants LLC unchanged	Shares	0	+$25.2K	$395.2K
21	Yorktown Management & Research Co Inc unchanged	Shares	0	+$23.0K	$361.8K
22	Mraz, Amerine & Associates, Inc. unchanged	Shares	0	+$18.3K	$286.6K
23	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+9	+$16.3K	$218.5K
24	Hilltop National Bank unchanged	Shares	0	+$14.6K	$229.3K
25	ANDERSON HOAGLAND & CO unchanged	Shares	0	+$14.1K	$221.2K
26	EASTERN BANK unchanged	Shares	0	+$7.4K	$115.5K
27	GAMMA Investing LLC trimmed	Shares	-17	+$7.2K	$183.1K
28	AdvisorNet Financial, Inc unchanged	Shares	0	+$5.7K	$89.1K
29	Crossmark Global Holdings, Inc. trimmed	Shares	-37	+$5.5K	$237.7K
30	EverSource Wealth Advisors, LLC added	Shares	+13	+$4.8K	$22.0K
31	GHP Investment Advisors, Inc. unchanged	Shares	0	+$3.8K	$60.1K
32	Blue Trust, Inc. unchanged	Shares	0	+$2.9K	$44.8K
33	Hughes Financial Services, LLC added	Shares	+9	+$2.6K	$3.3K
34	IFP Advisors, Inc added	Shares	+4	+$1.5K	$7.0K
35	Fortitude Family Office, LLC added	Shares	+4	+$1.2K	$2.5K
36	Financial Management Professionals, Inc. unchanged	Shares	0	+$1.1K	$17.8K
37	Creative Capital Management Investments LLC new	Shares	+4	+$1.1K	$1.1K
38	JFS WEALTH ADVISORS, LLC added	Shares	+3	+$1.1K	$4.7K
39	SBI Securities Co., Ltd. unchanged	Shares	0	+$779	$12.2K
40	PARK AVENUE SECURITIES LLC new	Shares	+2.5K	+$682	$682
41	CoreCap Advisors, LLC new	Shares	+2	+$557	$557
42	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$426	$6.7K
43	Spire Wealth Management unchanged	Shares	0	+$425	$6.7K
44	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$302	$4.7K
45	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$296	$557
46	SJS Investment Consulting Inc. added	Shares	+1	+$296	$557
47	Handelsbanken Fonder AB added	Shares	+720	+$286	$1.6K
48	Davis Capital Management new	Shares	+1	+$278	$278
49	LRI Investments, LLC new	Shares	+1	+$278	$278
50	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	+$213	$3.3K

Scroll to load more