Also trades as: CSWI (NASDAQ) · $vol 35M
CSW Institutional Ownership
CSW Industrials, Inc.
1W: +4.2%
1M: +0.8%
3M: +0.2%
YTD: +1.6%
1Y: +23.8%
3Y: +74.5%
5Y: +120.2%
$300.86
+2.04 (+0.68%)
After Hours: $301.18 (+0.32, +0.10%)
Weekly Expected Move ±3.4%
$275
$286
$296
$306
$316
Credit Risk of going bust: lower than 60% of companies Debt: 14.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $4.78 (down 98%), CSW Industrials, Inc. would be worth roughly what it owes.
Total debt $855.5M against a stock market value of $4.87B.
Distance to default 6.16 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $442.5M (short-term plus half of long-term), stock volatility 43.2%; Altman Z'' 3.77. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $4.78 (down 98%), CSW Industrials, Inc. would be worth roughly what it owes.
Total debt $855.5M against a stock market value of $4.87B.
Distance to default 6.16 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $442.5M (short-term plus half of long-term), stock volatility 43.2%; Altman Z'' 3.77. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CSW
388
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
44
New Positions
120
Increased
163
Reduced
29
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (427 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,466,624 | $737M | +76,187 | +3.2% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 888,596 | $266M | -9,060 | -1.0% | 2Q | SEC ↗ |
| 3 | Capital World Investors | 746,545 | $223M | +30,496 | +4.3% | 11Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 736,304 | $220M | +3,751 | +0.5% | 2Q | SEC ↗ |
| 5 | WASATCH ADVISORS LP | 693,036 | $207M | -180,623 | -20.7% | 15Q | SEC ↗ |
| 6 | STATE STREET CORP | 674,775 | $202M | +33,679 | +5.3% | 43Q | SEC ↗ |
| 7 | MORGAN STANLEY | 573,678 | $171M | -21,770 | -3.7% | 43Q | SEC ↗ |
| 8 | Conestoga Capital Advisors, LLC | 471,727 | $141M | -106,707 | -18.4% | 12Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 411,565 | $123M | +22,452 | +5.8% | 43Q | SEC ↗ |
| 10 | NEUBERGER BERMAN GROUP LLC | 369,466 | $110M | -2,397 | -0.6% | 25Q | SEC ↗ |
| 11 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 348,300 | $104M | -27,133 | -7.2% | 9Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 317,165 | $95M | +10,815 | +3.5% | 40Q | SEC ↗ |
| 13 | CONGRESS ASSET MANAGEMENT CO | 300,506 | $90M | +48,158 | +19.1% | 14Q | SEC ↗ |
| 14 | Channing Capital Management, LLC | 299,374 | $89M | -5,984 | -2.0% | 3Q | SEC ↗ |
| 15 | FIRST MANHATTAN CO. LLC. | 270,170 | $81M | +403 | +0.1% | 15Q | SEC ↗ |
| 16 | FIRST TRUST ADVISORS LP | 266,240 | $80M | -171,222 | -39.1% | 27Q | SEC ↗ |
| 17 | T. Rowe Price Investment Management, I | 233,959 | $70M | -28,827 | -11.0% | 17Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 205,664 | $61M | +1,844 | +0.9% | 43Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 201,907 | $60M | +5,159 | +2.6% | 15Q | SEC ↗ |
| 20 | CI INVESTMENTS INC. | 200,343 | $60M | +155,131 | +343.1% | 26Q | SEC ↗ |
| 21 | GW&K Investment Management, LLC | 191,870 | $57M | +18,691 | +10.8% | 3Q | SEC ↗ |
| 22 | Thrivent Financial for Lutherans | 181,277 | $54M | -2,903 | -1.6% | 25Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 180,593 | $54M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 180,593 | $54M | +5,064 | +2.9% | 15Q | SEC ↗ |
| 25 | Select Equity Group, L.P. | 171,599 | $51M | +58,148 | +51.3% | 11Q | SEC ↗ |
| 26 | Capital International Investors | 164,743 | $49M | -25,303 | -13.3% | 22Q | SEC ↗ |
| 27 | NORGES BANK NEW | 159,832 | $48M | — | +0.0% | 1Q | SEC ↗ |
| 28 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 140,531 | $42M | +10,474 | +8.1% | 9Q | SEC ↗ |
| 29 | Champlain Investment Partners, LLC | 138,500 | $41M | -24,221 | -14.9% | 6Q | SEC ↗ |
| 30 | Jupiter Topco LLC NEW | 131,709 | $39M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Allspring Global Investments Holdings, | 130,684 | $39M | -557 | -0.4% | 19Q | SEC ↗ |
| 32 | PRICE T ROWE ASSOCIATES INC /MD | 118,749 | $35M | -22,365 | -15.8% | 16Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 118,015 | $35M | +3,367 | +2.9% | 2Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 107,320 | $32M | -12,406 | -10.4% | 7Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 107,110 | $32M | -12,633 | -10.6% | 15Q | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 100,307 | $30M | +2,370 | +2.4% | 43Q | SEC ↗ |
| 37 | JANUS HENDERSON GROUP PLC | 99,223 | $30M | +11,113 | +12.6% | 36Q | SEC ↗ |
| 38 | DF DENT & CO INC | 97,020 | $29M | +458 | +0.5% | 10Q | SEC ↗ |
| 39 | LOOMIS SAYLES & CO L P | 96,402 | $29M | -6,841 | -6.6% | 8Q | SEC ↗ |
| 40 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 94,698 | $28M | +6,362 | +7.2% | 3Q | SEC ↗ |
| 41 | SEI INVESTMENTS CO | 94,278 | $28M | +12,675 | +15.5% | 14Q | SEC ↗ |
| 42 | Capital Research Global Investors | 89,286 | $27M | +2,361 | +2.7% | 2Q | SEC ↗ |
| 43 | MetLife Investment Management, LLC | 83,664 | $25M | +74,970 | +862.3% | 35Q | SEC ↗ |
| 44 | Langdon Equity Partners | 82,500 | $25M | +3,218 | +4.1% | 3Q | SEC ↗ |
| 45 | Zuckerman Investment Group, LLC | 80,842 | $24M | +675 | +0.8% | 44Q | SEC ↗ |
| 46 | PRINCIPAL FINANCIAL GROUP INC | 80,505 | $24M | +11 | +0.0% | 23Q | SEC ↗ |
| 47 | NEW YORK STATE COMMON RETIREMENT FUND | 77,422 | $23M | +800 | +1.0% | 41Q | SEC ↗ |
| 48 | FIFTH THIRD BANCORP | 73,720 | $22M | -7,303 | -9.0% | 11Q | SEC ↗ |
| 49 | RIVERBRIDGE PARTNERS LLC | 73,442 | $22M | -42,209 | -36.5% | 7Q | SEC ↗ |
| 50 | WELLS FARGO & COMPANY/MN | 71,432 | $21M | +6,979 | +10.8% | 43Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 180,593 | $54M |
| NORGES BANK | 159,832 | $48M |
| Jupiter Topco LLC | 131,709 | $39M |
| Curated Wealth Partners LLC | 51,218 | $15M |
| JANE STREET GROUP, LLC | 49,775 | $15M |
| Roubaix Capital, LLC | 11,012 | $3M |
| Van Berkom & Associates Inc. | 8,589 | $3M |
| Holocene Advisors, LP | 7,070 | $2M |
| Walleye Capital LLC | 4,935 | $1M |
| Quantbot Technologies LP | 4,278 | $1M |
| Magnetar Financial LLC | 4,252 | $1M |
| Artesa Financial Group, LLC | 4,231 | $1M |
| NATIXIS | 4,000 | $1M |
| Richard Bernstein Advisors LLC | 3,838 | $1M |
| Aquatic Capital Management LLC | 3,825 | $1M |
| Arax Advisory Partners | 3,792 | $1M |
| BRANT POINT INVESTMENT MANAGEMENT L | 3,000 | $896K |
| TUDOR INVESTMENT CORP ET AL | 2,755 | $823K |
| PARK AVENUE SECURITIES LLC | 2,450 | $732K |
| Brooklyn Investment Group | 1,911 | $571K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VAUGHAN NELSON INVESTMENT MANAGEMEN | 141,880 | $42M |
| WCM INVESTMENT MANAGEMENT, LLC | 21,968 | $7M |
| LAZARD ASSET MANAGEMENT LLC | 15,636 | $5M |
| J. Goldman & Co LP | 10,275 | $3M |
| Bridgewater Associates, LP | 9,593 | $3M |
| LRT Capital Management, LLC | 5,280 | $2M |
| Connor, Clark & Lunn Investment Man | 5,207 | $2M |
| Vest Financial, LLC | 5,171 | $2M |
| Orange Investment Advisors, Inc. | 3,212 | $960K |
| Assenagon Asset Management S.A. | 2,510 | $750K |
| Avior Wealth Management, LLC | 2,502 | $748K |
| K.J. Harrison & Partners Inc | 2,400 | $717K |
| Man Group plc | 1,820 | $544K |
| AVIVA PLC | 1,725 | $515K |
| AdvisorShares Investments LLC | 1,600 | $478K |
| Integrated Investment Consultants, | 1,424 | $426K |
| Perbak Capital Partners LLP | 1,401 | $419K |
| FRANKLIN RESOURCES INC | 1,318 | $394K |
| SATURNA CAPITAL CORP | 1,313 | $392K |
| CANADA PENSION PLAN INVESTMENT BOAR | 1,300 | $388K |