DaveManuel.com · Institutional Ownership · Who Owns It
CSW INDUSTRIALS INC (CSW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
357
Reporting holders
$4.6B
Reported value
100.5%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+5
Holder change
Institutions report 16,380,155 shares against 16,293,487 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $686.5M | 2,466,624 | 0.01% | 8q | +3.2%+$21.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $247.3M | 888,596 | 0.01% | 2q | -1.0%-$2.5M |
| Capital World Investors | $207.8M | 746,545 | 0.02% | 11q | +4.3%+$8.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $204.9M | 736,304 | 0.00% | 2q | +0.5%+$1.0M |
| WASATCH ADVISORS LP | $192.9M | 693,036 | 1.26% | 15q | -20.7%-$50.3M |
| STATE STREET CORP | $187.6M | 674,775 | 0.01% | 31q | +5.3%+$9.4M |
| MORGAN STANLEY | $159.7M | 573,678 | 0.01% | 35q | -3.7%-$6.1M |
| Conestoga Capital Advisors, LLC | $131.3M | 471,727 | 2.86% | 12q | -18.4%-$29.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $114.6M | 411,565 | 0.01% | 31q | +5.8%+$6.2M |
| NEUBERGER BERMAN GROUP LLC | $102.8M | 369,466 | 0.07% | 25q | -0.6%-$667.1K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $96.9M | 348,300 | 0.30% | 9q | -7.2%-$7.6M |
| DIMENSIONAL FUND ADVISORS LP | $88.3M | 317,165 | 0.02% | 31q | +3.5%+$3.0M |
| CONGRESS ASSET MANAGEMENT CO | $83.6M | 300,506 | 0.51% | 14q | +19.1%+$13.4M |
| Channing Capital Management, LLC | $83.3M | 299,374 | 1.92% | 3q | -2.0%-$1.7M |
| FIRST MANHATTAN CO. LLC. | $75.2M | 270,170 | 0.19% | 31q | HELD |
| FIRST TRUST ADVISORS LP | $74.1M | 266,240 | 0.04% | 27q | -39.1%-$47.7M |
| T. Rowe Price Investment Management, Inc. | $65.1M | 233,959 | 0.04% | 16q | -11.0%-$8.0M |
| NORTHERN TRUST CORP | $57.2M | 205,664 | 0.01% | 31q | +0.9%+$513.2K |
| GOLDMAN SACHS GROUP INC | $56.2M | 201,907 | 0.00% | 31q | +2.6%+$1.4M |
| CI INVESTMENTS INC. | $55.8M | 200,343 | 0.18% | 26q | +343.1%+$43.2M |
| GW&K Investment Management, LLC | $53.4M | 191,870 | 0.42% | 3q | +10.8%+$5.2M |
| Thrivent Financial for Lutherans | $50.5M | 181,277 | 0.08% | 31q | -1.6%-$807.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50.3M | 180,593 | 0.01% | 31q | +2.9%+$1.4M |
| Select Equity Group, L.P. | $47.8M | 171,599 | 0.24% | 11q | +51.3%+$16.2M |
| Capital International Investors | $45.8M | 164,743 | 0.01% | 22q | -13.3%-$7.0M |
| NORGES BANK | $44.5M | 159,832 | 0.00% | 6q | -45.7%-$37.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $39.1M | 140,531 | 0.05% | 9q | +8.1%+$2.9M |
| Champlain Investment Partners, LLC | $38.5M | 138,500 | 0.99% | 6q | -14.9%-$6.7M |
| Jupiter Topco LLC | $36.7M | 131,709 | 0.01% | new | FIRST |
| Allspring Global Investments Holdings, LLC | $35.7M | 130,684 | 0.05% | 19q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $33.0M | 118,749 | 0.00% | 31q | -15.8%-$6.2M |
| VANGUARD FIDUCIARY TRUST CO | $32.8M | 118,015 | 0.01% | 2q | +2.9%+$937.0K |
| RAYMOND JAMES FINANCIAL INC | $29.9M | 107,320 | 0.01% | 7q | -10.4%-$3.5M |
| BANK OF AMERICA CORP /DE/ | $29.8M | 107,110 | 0.00% | 31q | -10.6%-$3.5M |
| Bank of New York Mellon Corp | $27.9M | 100,307 | 0.00% | 31q | +2.4%+$659.6K |
| DF DENT & CO INC | $27.0M | 97,020 | 0.51% | 10q | HELD |
| LOOMIS SAYLES & CO L P | $26.8M | 96,402 | 0.03% | 8q | -6.6%-$1.9M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $26.4M | 94,698 | 3.55% | 3q | +7.2%+$1.8M |
| SEI INVESTMENTS CO | $26.2M | 94,278 | 0.02% | 14q | +15.5%+$3.5M |
| Capital Research Global Investors | $24.8M | 89,286 | 0.00% | 2q | +2.7%+$657.1K |
| MetLife Investment Management, LLC | $23.3M | 83,664 | 0.11% | 32q | +862.3%+$20.9M |
| Langdon Equity Partners | $23.0M | 82,500 | 12.83% | 3q | +4.1%+$895.6K |
| Zuckerman Investment Group, LLC | $22.5M | 80,842 | 1.90% | 31q | +0.8%+$187.9K |
| PRINCIPAL FINANCIAL GROUP INC | $22.4M | 80,505 | 0.01% | 23q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $21.5M | 77,422 | 0.03% | 31q | +1.0%+$222.6K |
| FIFTH THIRD BANCORP | $20.5M | 73,720 | 0.03% | 11q | -9.0%-$2.0M |
| RIVERBRIDGE PARTNERS LLC | $20.4M | 73,442 | 0.57% | 7q | -36.5%-$11.7M |
| WELLS FARGO & COMPANY/MN | $19.9M | 71,432 | 0.00% | 31q | +10.8%+$1.9M |
| AMERIPRISE FINANCIAL INC | $17.8M | 63,857 | 0.00% | 12q | -8.3%-$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $17.7M | 63,434 | 0.00% | 26q | -4.5%-$836.8K |
| Rockefeller Capital Management L.P. | $16.7M | 60,168 | 0.03% | 6q | +23.7%+$3.2M |
| JACOBSON & SCHMITT ADVISORS, LLC | $16.2M | 58,309 | 2.65% | 14q | -8.5%-$1.5M |
| UBS Group AG | $16.0M | 57,366 | 0.00% | 31q | -49.4%-$15.6M |
| NATIXIS ADVISORS, LLC | $15.8M | 56,882 | 0.02% | 9q | -27.6%-$6.0M |
| JONES FINANCIAL COMPANIES LLLP | $15.8M | 55,763 | 0.01% | 8q | +8.2%+$1.2M |
| Public Sector Pension Investment Board | $15.8M | 56,596 | 0.04% | 8q | -4.0%-$648.2K |
| Tidal Investments LLC | $15.7M | 56,251 | 0.03% | 11q | +30.9%+$3.7M |
| Tributary Capital Management, LLC | $15.5M | 55,870 | 1.28% | 26q | -2.9%-$458.6K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $15.1M | 54,288 | 0.75% | 31q | +6.5%+$918.7K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $14.8M | 53,294 | 0.10% | 14q | -8.1%-$1.3M |
| JANE STREET GROUP, LLC | $14.7M incl. $890.6K options CALL | 49,775 | 0.00% | 5q | HELD |
| GENEVA CAPITAL MANAGEMENT LLC | $14.7M | 52,743 | 0.34% | 2q | -21.2%-$4.0M |
| SEGALL BRYANT & HAMILL, LLC | $12.4M | 44,733 | 0.15% | 9q | +1.7%+$214.0K |
| BESSEMER GROUP INC | $11.9M | 42,836 | 0.02% | 9q | -4.3%-$541.0K |
| Nuveen, LLC | $11.7M | 42,095 | 0.00% | 6q | +12.6%+$1.3M |
| Invesco Ltd. | $11.3M | 40,761 | 0.00% | 31q | -76.2%-$36.4M |
| Montanaro Asset Management Ltd | $11.3M | 40,705 | 3.57% | 23q | -18.3%-$2.5M |
| Creative Planning | $11.0M | 39,563 | 0.01% | 12q | -8.1%-$974.1K |
| RHUMBLINE ADVISERS | $10.8M | 38,807 | 0.01% | 31q | -11.5%-$1.4M |
| Legal & General Group Plc | $10.2M | 36,611 | 0.00% | 31q | -3.9%-$411.7K |
| SG Americas Securities, LLC | $9.9M | 35,421 | 0.01% | 5q | HELD |
| PEREGRINE CAPITAL MANAGEMENT LLC | $9.4M | 33,792 | 0.31% | 2q | -4.8%-$478.1K |
| Heron Bay Capital Management | $9.2M | 33,174 | 0.84% | 4q | -5.1%-$494.3K |
| Swiss National Bank | $8.7M | 31,389 | 0.00% | 31q | -4.9%-$445.3K |
| Mawer Investment Management Ltd. | $8.6M | 30,757 | 0.06% | 3q | +62.6%+$3.3M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $8.5M | 30,369 | 0.03% | 31q | -2.2%-$192.9K |
| Granite Investment Partners, LLC | $8.1M | 29,158 | 0.42% | 2q | HELD |
| ROYAL BANK OF CANADA | $8.1M | 29,110 | 0.00% | 31q | -12.3%-$1.1M |
| OSAIC HOLDINGS, INC. | $8.0M | 28,679 | 0.01% | 26q | -2.4%-$194.0K |
| FRED ALGER MANAGEMENT, LLC | $7.5M | 26,937 | 0.02% | 10q | -1.7%-$126.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.5M | 26,842 | 0.00% | 29q | -1.0%-$78.2K |
| SCHWARTZ INVESTMENT COUNSEL INC | $7.4M | 26,535 | 0.25% | 3q | +2.1%+$148.9K |
| SageView Advisory Group, LLC | $6.9M | 24,761 | 0.23% | 15q | -11.0%-$852.2K |
| HighTower Advisors, LLC | $5.8M | 20,767 | 0.01% | 10q | +1431.5%+$5.4M |
| JPMORGAN CHASE & CO | $5.7M | 20,167 | 0.00% | 31q | -17.2%-$1.2M |
| ALLIANCEBERNSTEIN L.P. | $5.6M | 21,520 | 0.00% | 31q | +8.6%+$442.5K |
| Bragg Financial Advisors, Inc | $5.5M | 19,828 | 0.15% | 31q | HELD |
| ROYCE & ASSOCIATES LP | $5.4M | 19,449 | 0.04% | 2q | HELD |
| CITIGROUP INC | $5.3M | 19,162 | 0.00% | 31q | +28.7%+$1.2M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.3M | 19,024 | 0.00% | 31q | -2.7%-$148.3K |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $5.2M | 18,660 | 0.82% | 28q | -2.2%-$115.2K |
| 1900 WEALTH MANAGEMENT LLC | $5.1M | 18,272 | 0.28% | 22q | HELD |
| LPL Financial LLC | $5.0M | 17,824 | 0.00% | 17q | -13.2%-$754.7K |
| DEUTSCHE BANK AG\ | $5.0M | 17,789 | 0.00% | 34q | +14.1%+$613.4K |
| Susquehanna Portfolio Strategies, LLC | $4.9M | 17,436 | 0.08% | 6q | -16.6%-$968.2K |
| PRUDENTIAL FINANCIAL INC | $4.7M | 16,959 | 0.01% | 14q | +1.1%+$53.4K |
| EVERETT HARRIS & CO /CA/ | $4.6M | 16,646 | 0.06% | 31q | -1.5%-$72.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.6M incl. $2.5M options CALL+PUT | 7,435 | 0.00% | 16q | +24.6%+$902.5K |
| Moody Aldrich Partners LLC | $4.5M | 16,305 | 0.82% | 9q | -21.6%-$1.3M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $4.0M | 14,518 | 0.04% | 12q | -10.6%-$479.5K |
Showing the largest 100 of 357 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-05 | Sullivan Don | EVP, Chief Strategy Officer | Sold | 4,526 | $1.6M |
| 2026-08-14 | Armes Joseph B | Chairman, President & CEO | Sold | 1,500 | $517.7K |
| 2026-07-15 | Armes Joseph B | Chairman, President & CEO | Sold | 1,500 | $434.9K |
| 2026-09-15 | Armes Joseph B | Chairman, President & CEO | Sold | 1,500 | $434.4K |
| 2026-10-15 | Armes Joseph B | Chairman, President & CEO | Sold | 1,500 | $430.6K |
| 2026-05-27 | Armes Joseph B | Chairman, President & CEO | Sold | 1,500 | $425.9K |
| 2026-06-15 | Armes Joseph B | Chairman, President & CEO | Sold | 1,500 | $419.3K |
| 2026-08-10 | UNDERWOOD JEFF | EVP, GM Contractor Solutions | Sold | 720 | $249.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 90 | $336.1M | 1,166,535 | 10 | 22 | 21 | 0.0% |
| Q2 2026 | 357 | $4.6B | 16,380,155 | 36 | 108 | 131 | 0.1% |
| Q1 2026 | 352 | $4.3B | 16,610,929 | 35 | 118 | 119 | 0.1% |
| Q4 2025 | 357 | $5.0B | 17,142,147 | 50 | 123 | 114 | 0.1% |
| Q3 2025 | 345 | $3.8B | 15,512,235 | 36 | 110 | 129 | 0.1% |
| Q2 2025 | 371 | $4.4B | 15,376,364 | 52 | 114 | 124 | 0.1% |
| Q1 2025 | 359 | $4.5B | 15,464,172 | 51 | 115 | 124 | 0.2% |
| Q4 2024 | 373 | $5.4B | 15,307,754 | 51 | 127 | 123 | 0.3% |
| Q3 2024 | 348 | $5.8B | 15,823,627 | 77 | 119 | 97 | 0.2% |
| Q2 2024 | 301 | $3.6B | 13,390,002 | 53 | 104 | 73 | 0.1% |
| Q1 2024 | 269 | $3.3B | 14,104,541 | 47 | 70 | 84 | 0.1% |
| Q4 2023 | 240 | $2.8B | 13,461,684 | 29 | 74 | 76 | 0.1% |
| Q3 2023 | 219 | $2.2B | 12,686,117 | 29 | 71 | 53 | 0.0% |
| Q2 2023 | 207 | $2.1B | 12,532,483 | 23 | 77 | 47 | 0.0% |
| Q1 2023 | 194 | $1.8B | 12,677,983 | 24 | 69 | 40 | 0.0% |
| Q4 2022 | 188 | $1.4B | 12,340,966 | 23 | 44 | 61 | 0.0% |
| Q3 2022 | 180 | $1.8B | 15,316,137 | 32 | 44 | 58 | 0.0% |
| Q2 2022 | 159 | $1.5B | 14,957,687 | 27 | 36 | 51 | 0.0% |
| Q1 2022 | 152 | $2.5B | 21,358,693 | 13 | 50 | 41 | 0.0% |
| Q4 2021 | 153 | $3.6B | 29,403,251 | 13 | 46 | 41 | 0.0% |
| Q3 2021 | 158 | $3.4B | 26,641,062 | 17 | 55 | 36 | 0.0% |
| Q2 2021 | 160 | $3.3B | 27,490,316 | 17 | 38 | 60 | 0.0% |
| Q1 2021 | 165 | $3.8B | 28,064,779 | 20 | 45 | 58 | 0.0% |
| Q4 2020 | 169 | $3.1B | 27,940,332 | 26 | 37 | 65 | 0.0% |
| Q3 2020 | 152 | $1.7B | 21,554,474 | 11 | 32 | 76 | 0.0% |
| Q2 2020 | 160 | $1.5B | 22,076,192 | 22 | 34 | 64 | 0.0% |
| Q1 2020 | 159 | $2.2B | 34,102,068 | 24 | 37 | 69 | 0.0% |
| Q4 2019 | 167 | $2.3B | 29,774,165 | 17 | 51 | 50 | 0.0% |
| Q3 2019 | 164 | $2.0B | 28,450,138 | 20 | 60 | 45 | 0.0% |
| Q2 2019 | 153 | $1.1B | 16,053,232 | 28 | 44 | 46 | 0.0% |
| Q1 2019 | 140 | $931.1M | 16,252,803 | 34 | 40 | 35 | 0.0% |
| Q4 2018 | 121 | $796.3M | 16,463,548 | 3 | 0 | 4 | 0.0% |