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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — CSW
Institutional Holdings
Insider Transactions
US Institutional Ownership
99.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
2.47M
$686.0M
15.10%
+76.2K
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC
888.6K
$247.0M
5.44%
-9.1K
2026-06-30
Capital World Investors
746.5K
$207.0M
4.57%
+30.5K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
736.3K
$204.0M
4.51%
+3.8K
2026-06-30
WASATCH ADVISORS LP
693.0K
$192.0M
4.24%
-180.6K
2026-06-30
STATE STREET CORP
674.8K
$187.0M
4.13%
+33.7K
2026-06-30
MORGAN STANLEY
573.7K
$159.0M
3.51%
-21.8K
2026-06-30
Conestoga Capital Advisors, LLC
471.7K
$131.0M
2.89%
-106.7K
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
411.6K
$114.0M
2.52%
+22.5K
2026-06-30
NEUBERGER BERMAN GROUP LLC
369.5K
$102.0M
2.26%
-2.4K
2026-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
348.3K
$96.0M
2.13%
-27.1K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
317.2K
$88.0M
1.94%
+10.8K
2026-06-30
CONGRESS ASSET MANAGEMENT CO
300.5K
$83.0M
1.84%
+48.2K
2026-06-30
Channing Capital Management, LLC
299.4K
$83.0M
1.83%
-6.0K
2026-06-30
FIRST MANHATTAN CO. LLC.
270.2K
$75.0M
1.65%
+403
2026-06-30
FIRST TRUST ADVISORS LP
266.2K
$74.0M
1.63%
-171.2K
2026-06-30
T. Rowe Price Investment Management, Inc.
234.0K
$65.0M
1.43%
-28.8K
2026-06-30
NORTHERN TRUST CORP
205.7K
$57.0M
1.26%
+1.8K
2026-06-30
GOLDMAN SACHS GROUP INC
201.9K
$56.0M
1.24%
+5.2K
2026-06-30
CI INVESTMENTS INC.
200.3K
$55.0M
1.23%
+155.1K
2026-06-30
GW&K Investment Management, LLC
191.9K
$53.0M
1.17%
+18.7K
2026-06-30
Thrivent Financial for Lutherans
181.3K
$50.0M
1.11%
-2.9K
2026-06-30
Sixth Street Partners Management Company, L.P.
180.6K
$50.0M
1.11%
--
2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
180.6K
$50.0M
1.11%
+5.1K
2026-06-30
Select Equity Group, L.P.
171.6K
$47.0M
1.05%
+58.1K
2026-06-30
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