CSX Corp
CSX- Exchange
- Nasdaq
- Industry
- Railroads, Line-Haul Operating
- SEC CIK
- 0000277948
In the last 90 days, CSX Corp insiders filed 0 open-market purchases and 2 sales; 1,998 institutions reported holding it in 13F filings for Q2 2026, worth $69.9B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in CSX Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,384
- +18 vs. Q1 2021
- Shares held
- 1.64B
- −41.3M (−2.5%) vs. Q1 2021Converted for a 3-for-1 split
- Total value
- $52.7B
- −$1.40B (−2.6%) vs. Q1 2021
- New holders
- 106
- 391 more added
- Sold out
- 88
- 451 more reduced
16 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,998 | $69.9B |
| Q1 2026 | 1,876 | $59.6B |
| Q4 2025 | 1,815 | $52.8B |
| Q3 2025 | 1,740 | $48.9B |
| Q2 2025 | 1,699 | $45.9B |
| Q1 2025 | 1,668 | $41.6B |
| Q4 2024 | 1,725 | $47.3B |
| Q3 2024 | 1,672 | $49.0B |
| Q2 2024 | 1,662 | $47.8B |
| Q1 2024 | 1,694 | $53.5B |
| Q4 2023 | 1,669 | $49.9B |
| Q3 2023 | 1,546 | $44.7B |
| Q2 2023 | 1,581 | $50.5B |
| Q1 2023 | 1,502 | $45.0B |
| Q4 2022 | 1,517 | $47.1B |
| Q3 2022 | 1,443 | $41.5B |
| Q2 2022 | 1,480 | $46.2B |
| Q1 2022 | 1,572 | $60.6B |
| Q4 2021 | 1,552 | $61.4B |
| Q3 2021 | 1,369 | $49.0B |
| Q2 2021 | 1,384 | $52.7B |
| Q1 2021 | 1,382 | $54.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acima Private Wealth, LLC | 1,800 | $58.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Center for Financial Planning, Inc. | 1,800 | $58.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Riverview Trust Co | 1,875 | $60.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Princeton Global Asset Management LLC | 1,917 | $61.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kelly Lawrence W & Associates Inc | 1,950 | $63.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Arcadia Investment Management Corp | 2,065 | $66.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Moisand Fitzgerald Tamayo, LLC | 2,046 | $66.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Truehand, Inc | 2,100 | $67.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Gleason Group, Inc. | 2,095 | $67.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Corsicana & Co. | 2,148 | $69.0K | 0.04% | +2,148 | New |
| Allworth Financial LP | 2,171 | $70.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Silvant Capital Management LLC | 2,199 | $71.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Sutton Wealth Advisors Inc. | 2,268 | $72.8K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| True Link Financial Advisors, LLC | – | $75.0K | 0.01% | – | – |
| Key Financial Inc | 2,343 | $76.0K | 0.04% | +402+20.7% | AddedConverted for a 3-for-1 split |
| Alpha Paradigm Partners, LLC | 2,374 | $76.0K | 0.03% | +2,374 | New |
| Costello Asset Management, INC | 2,409 | $77.0K | 0.05% | −468−16.3% | ReducedConverted for a 3-for-1 split |
| Endurance Wealth Management, Inc. | 2,430 | $77.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kistler-Tiffany Companies, LLC | 2,402 | $77.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Dividend Assets Capital, LLC | 2,418 | $78.0K | 0.02% | +1,818+303.0% | AddedConverted for a 3-for-1 split |
| Zions Bancorporation, N.A. | 2,496 | $80.0K | 0.01% | −105−4.0% | ReducedConverted for a 3-for-1 split |
| CoreFirst Bank & Trust | 2,512 | $81.0K | 0.06% | −5,024−66.7% | ReducedConverted for a 3-for-1 split |
| Tradewinds Capital Management, LLC | 2,511 | $81.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| CNB Bank | 2,532 | $81.0K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hanson & Doremus Investment Management | 1,053 | $82.0K | 0.02% | −21,630−95.4% | ReducedConverted for a 3-for-1 split |
| BerganKDV Wealth Management, LLC | 2,677 | $86.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| HHM Wealth Advisors, LLC | 2,679 | $86.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Baystate Wealth Management LLC | 2,799 | $90.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| First Horizon Corp | 2,949 | $94.0K | 0.01% | +24+0.8% | AddedConverted for a 3-for-1 split |
| TCI Wealth Advisors, Inc. | 2,928 | $94.0K | 0.02% | +105+3.7% | AddedConverted for a 3-for-1 split |
| Vectors Research Management, LLC | 3,006 | $96.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Wagner Wealth Management, LLC | 3,014 | $97.0K | 0.07% | +1,355+81.7% | AddedConverted for a 3-for-1 split |
| Newbridge Financial Services Group, Inc. | 3,081 | $99.0K | 0.06% | +30+1.0% | AddedConverted for a 3-for-1 split |
| PNC Managed Account Solutions, Inc. | 3,095 | $99.0K | 0.02% | +3,095 | New |
| Lee Financial Co | 3,150 | $101.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bank Julius Baer & Co. Ltd, Zurich | 3,148 | $101.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Hexagon Capital Partners LLC | 3,201 | $103.0K | 0.03% | +2,523+372.1% | AddedConverted for a 3-for-1 split |
| Caldwell Trust Co | 3,235 | $103.8K | 0.01% | −6,470−66.7% | ReducedConverted for a 3-for-1 split |
| NEXT Financial Group, Inc | 3,479 | $111.0K | 0.01% | +230+7.1% | AddedConverted for a 3-for-1 split |
| TD Ameritrade Investment Management, LLC | 3,480 | $112.0K | 0.00% | −2,622−43.0% | ReducedConverted for a 3-for-1 split |
| Financial Management Professionals, Inc. | 3,519 | $113.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| MCF Advisors LLC | 3,624 | $116.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Pacitti Group Inc. | – | $117.0K | 0.07% | – | – |
| Glen Eagle Advisors, LLC | 3,816 | $122.4K | 0.04% | −7,632−66.7% | ReducedConverted for a 3-for-1 split |
| Eagle Bay Advisors LLC | 3,885 | $128.0K | 0.10% | +3,885 | New |
| CVA Family Office, LLC | 4,119 | $132.0K | 0.04% | +1,563+61.2% | AddedConverted for a 3-for-1 split |
| FAI Wealth Management | 4,170 | $133.0K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Old North State Trust, LLC | 4,200 | $135.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ritter Daniher Financial Advisory, LLC | 4,350 | $140.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Massmutual Trust Co FSB | 4,358 | $140.0K | 0.01% | +4,259+4,302.0% | AddedConverted for a 3-for-1 split |
| Tradition Wealth Management, LLC | 4,650 | $149.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| LeJeune Puetz Investment Counsel LLC | 4,686 | $150.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ade, LLC | 4,800 | $151.0K | 0.14% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Private Capital Group, LLC | 4,704 | $151.0K | 0.03% | +162+3.6% | AddedConverted for a 3-for-1 split |
| Assetmark, Inc | 4,743 | $152.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Global Retirement Partners, LLC | 4,836 | $153.0K | 0.02% | +2,892+148.8% | AddedConverted for a 3-for-1 split |
| Prestige Wealth Management Group LLC | 4,824 | $155.0K | 0.04% | −342−6.6% | ReducedConverted for a 3-for-1 split |
| GPS Wealth Strategies Group, LLC | 5,085 | $160.0K | 0.04% | −600−10.6% | ReducedConverted for a 3-for-1 split |
| Northern Oak Wealth Management Inc | 5,060 | $162.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Ellis Investment Partners, LLC | 5,236 | $167.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Carmichael Hill & Associates, Inc. | 5,400 | $173.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Valley National Advisers Inc | 5,384 | $173.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| CX Institutional | 5,607 | $180.0K | 0.01% | +1,203+27.3% | AddedConverted for a 3-for-1 split |
| Riggs Asset Managment Co. Inc. | 5,610 | $180.0K | 0.05% | +1,275+29.4% | AddedConverted for a 3-for-1 split |
| Creative Financial Designs Inc | 5,895 | $189.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Brendel Financial Advisors LLC | 5,922 | $190.0K | 0.10% | +5,922 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 6,056 | $194.0K | 0.12% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Stelac Advisory Services LLC | 6,171 | $198.0K | 0.05% | +6,171 | New |
| Fulton Bank, N.A. | 6,253 | $200.0K | 0.01% | −12,281−66.3% | ReducedConverted for a 3-for-1 split |
| Fagan Associates, Inc. | 6,231 | $200.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| WealthPLAN Partners, LLC | 5,889 | $200.0K | 0.01% | +5,889 | New |
| Lindbrook Capital, LLC | 6,261 | $201.0K | 0.04% | +81+1.3% | AddedConverted for a 3-for-1 split |
| Perpetual Investment Management Ltd | 6,264 | $201.0K | 0.03% | +6,264 | New |
| Sageworth Trust Co | 6,300 | $202.0K | 0.02% | −4,302−40.6% | ReducedConverted for a 3-for-1 split |
| Clear Creek Financial Management, LLC | 6,291 | $202.0K | 0.03% | +6,291 | New |
| Roberts Glore & Co Inc | 6,342 | $203.0K | 0.06% | −450−6.6% | ReducedConverted for a 3-for-1 split |
| Xcel Wealth Management, LLC | 6,339 | $203.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Plante Moran Financial Advisors, LLC | 6,315 | $203.0K | 0.05% | +1,950+44.7% | AddedConverted for a 3-for-1 split |
| V Wealth Advisors LLC | 6,483 | $204.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Harbor Group, Inc. | 6,378 | $205.0K | 0.13% | −1,335−17.3% | ReducedConverted for a 3-for-1 split |
| HYA Advisors, Inc | 6,388 | $205.0K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Berman Capital Advisors, LLC | 6,440 | $205.0K | 0.03% | +812+14.4% | AddedConverted for a 3-for-1 split |
| Jacobs Levy Equity Management, Inc | 6,426 | $206.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Jump Financial, LLC | 6,457 | $207.0K | 0.02% | −2,888−30.9% | ReducedConverted for a 3-for-1 split |
| IMS Capital Management | 6,450 | $207.0K | 0.12% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Northwest Investment Counselors, LLC | 6,462 | $207.0K | 0.06% | +150+2.4% | AddedConverted for a 3-for-1 split |
| Joel Isaacson & Co., LLC | 6,486 | $208.0K | 0.02% | −2,547−28.2% | ReducedConverted for a 3-for-1 split |
| Paragon Wealth Strategies, LLC | 6,473 | $208.0K | 0.06% | −499−7.2% | ReducedConverted for a 3-for-1 split |
| Freedman Financial Associates, Inc. | 6,621 | $209.0K | 0.16% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Wealthsource Partners, LLC | 6,526 | $209.0K | 0.02% | +6,526 | New |
| McKinley Carter Wealth Services, Inc. | 6,540 | $210.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Asio Capital, LLC | 6,561 | $210.0K | 0.07% | +6,561 | New |
| Atlas Brown,Inc. | 6,588 | $211.0K | 0.09% | −51−0.8% | ReducedConverted for a 3-for-1 split |
| Balasa Dinverno & Foltz LLC | 6,606 | $212.0K | 0.02% | +87+1.3% | AddedConverted for a 3-for-1 split |
| Proficio Capital Partners LLC | 6,598 | $212.0K | 0.03% | +214+3.4% | AddedConverted for a 3-for-1 split |
| Single Point Partners, LLC | 6,639 | $213.0K | 0.07% | +6,639 | New |
| Independence Bank of Kentucky | 6,675 | $214.0K | 0.09% | −900−11.9% | ReducedConverted for a 3-for-1 split |
| Global Strategic Investment Solutions, LLC | 6,669 | $214.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| IFG Advisory, LLC | 6,799 | $214.0K | 0.02% | +217+3.3% | AddedConverted for a 3-for-1 split |
| Iowa State Bank | 2,230 | $215.0K | 0.06% | −9,770−81.4% | ReducedConverted for a 3-for-1 split |