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 |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 6,462 | $207.0K | 0.06% | +150+2.4% | 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 |
| 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 |
| V Wealth Advisors LLC | 6,483 | $204.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| 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 |
| 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 |
| 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 |
| 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 |
| Stelac Advisory Services LLC | 6,171 | $198.0K | 0.05% | +6,171 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 6,056 | $194.0K | 0.12% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Brendel Financial Advisors LLC | 5,922 | $190.0K | 0.10% | +5,922 | New |
| Creative Financial Designs Inc | 5,895 | $189.0K | 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 |
| 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 |
| Ellis Investment Partners, LLC | 5,236 | $167.0K | 0.04% | 00.0% | UnchangedConverted 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 |
| GPS Wealth Strategies Group, LLC | 5,085 | $160.0K | 0.04% | −600−10.6% | ReducedConverted 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 |
| Global Retirement Partners, LLC | 4,836 | $153.0K | 0.02% | +2,892+148.8% | AddedConverted for a 3-for-1 split |
| Assetmark, Inc | 4,743 | $152.0K | 0.00% | 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 |
| LeJeune Puetz Investment Counsel LLC | 4,686 | $150.0K | 0.06% | 00.0% | UnchangedConverted 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 |
| 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 |
| Old North State Trust, LLC | 4,200 | $135.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| FAI Wealth Management | 4,170 | $133.0K | 0.11% | 00.0% | UnchangedConverted for a 3-for-1 split |
| CVA Family Office, LLC | 4,119 | $132.0K | 0.04% | +1,563+61.2% | AddedConverted for a 3-for-1 split |
| Eagle Bay Advisors LLC | 3,885 | $128.0K | 0.10% | +3,885 | New |
| Glen Eagle Advisors, LLC | 3,816 | $122.4K | 0.04% | −7,632−66.7% | ReducedConverted for a 3-for-1 split |
| Pacitti Group Inc. | – | $117.0K | 0.07% | – | – |
| MCF Advisors LLC | 3,624 | $116.0K | 0.01% | 00.0% | UnchangedConverted 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 |
| TD Ameritrade Investment Management, LLC | 3,480 | $112.0K | 0.00% | −2,622−43.0% | 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 |
| Caldwell Trust Co | 3,235 | $103.8K | 0.01% | −6,470−66.7% | ReducedConverted 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 |
| 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 |
| 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 |
| Wagner Wealth Management, LLC | 3,014 | $97.0K | 0.07% | +1,355+81.7% | 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 |
| 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 |
| Baystate Wealth Management LLC | 2,799 | $90.0K | 0.01% | 00.0% | UnchangedConverted 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 |
| Hanson & Doremus Investment Management | 1,053 | $82.0K | 0.02% | −21,630−95.4% | 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 |
| Zions Bancorporation, N.A. | 2,496 | $80.0K | 0.01% | −105−4.0% | ReducedConverted 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 |
| 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 |
| 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 |
| True Link Financial Advisors, LLC | – | $75.0K | 0.01% | – | – |
| Sutton Wealth Advisors Inc. | 2,268 | $72.8K | 0.03% | 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 |
| Allworth Financial LP | 2,171 | $70.0K | 0.00% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Corsicana & Co. | 2,148 | $69.0K | 0.04% | +2,148 | New |
| 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 |
| 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 |
| Kelly Lawrence W & Associates Inc | 1,950 | $63.0K | 0.01% | 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 |
| Riverview Trust Co | 1,875 | $60.0K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,747 | $56.0K | 0.00% | +1,747 | New |
| Peoples Financial Services Corp. | 1,700 | $55.0K | 0.02% | −3,400−66.7% | ReducedConverted for a 3-for-1 split |
| Trust Co | 1,629 | $52.0K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Clean Yield Group | 1,629 | $52.0K | 0.02% | +1,629 | New |
| Odey Asset Management Group Ltd | 1,600 | $51.0K | 0.01% | −3,200−66.7% | ReducedConverted for a 3-for-1 split |
| AlphaMark Advisors, LLC | 1,575 | $51.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Tarbox Family Office, Inc. | 1,575 | $51.0K | 0.01% | +102+6.9% | AddedConverted for a 3-for-1 split |
| MV Capital Management, Inc. | 1,563 | $50.0K | 0.01% | +333+27.1% | AddedConverted for a 3-for-1 split |
| Wolverine Asset Management LLC | 1,561 | $50.0K | 0.00% | +1,561 | New |
| Accel Wealth Management | 1,516 | $49.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kempen Capital Management N.V. | 1,519 | $49.0K | 0.00% | +1,042+218.4% | AddedConverted for a 3-for-1 split |
| Private Ocean, LLC | 1,509 | $48.0K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Filbrandt Wealth Management, LLC | 1,500 | $48.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| West Paces Advisors Inc. | 1,479 | $47.4K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Versant Capital Management, Inc | 1,470 | $47.0K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Glassman Wealth Services | 1,464 | $47.0K | 0.01% | +174+13.5% | AddedConverted for a 3-for-1 split |