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, Q3 2021
Institutional positions in CSX Corp as of Sep 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
- 1,369
- +5 vs. Q2 2021
- Shares held
- 1.65B
- +5.05M (+0.3%) vs. Q2 2021
- Total value
- $49.0B
- −$3.68B (−7.0%) vs. Q2 2021
- New holders
- 96
- 558 more added
- Sold out
- 91
- 424 more reduced
20 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Enhancement Group LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | +2+33.3% | Added |
| JJJ Advisors Inc. | 13 | $0 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $297 | 0.00% | – | – |
| Exane Derivatives | 33 | $981 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 42 | $1.27K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 75 | $2.00K | 0.00% | +75 | New |
| Lowe Wealth Advisors, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 108 | $3.00K | 0.00% | +108 | New |
| D'Orazio & Associates, Inc. | 105 | $3.00K | 0.00% | +105 | New |
| Red Tortoise LLC | 108 | $3.00K | 0.00% | +108 | New |
| Kayne Anderson Rudnick Investment Management LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 129 | $4.00K | 0.00% | +86+200.0% | Added |
| Wolff Wiese Magana LLC | 123 | $4.00K | 0.00% | +51+70.8% | Added |
| Parallax Volatility Advisers, L.P. | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 195 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 204 | $6.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 177 | $6.00K | 0.00% | +177 | New |
| Jackson Wealth Management, LLC | 155,367 | $7.00K | 0.08% | +56,296+56.8% | Added |
| Liberty Wealth Management LLC | 218 | $7.00K | 0.00% | +109+100.0% | Added |
| NVWM, LLC | 246 | $7.00K | 0.00% | +246 | New |
| Stonebridge Capital Advisors LLC | 264 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 303 | $9.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 291 | $9.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 354 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 381 | $11.0K | 0.00% | +381 | New |
| Simplex Trading, LLC | 379 | $12.0K | 0.00% | −10,051−96.4% | Reduced |
| Holloway Wealth Management, LLC | – | $12.0K | 0.00% | – | – |
| AllSquare Wealth Management LLC | 400 | $12.0K | 0.01% | +100+33.3% | Added |
| O'Dell Group, LLC | 403 | $12.0K | 0.00% | +403 | New |
| Arrow Financial Corp | 450 | $13.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 441 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 452 | $13.0K | 0.00% | +251+124.9% | Added |
| Whittier Trust Co of Nevada Inc | 450 | $13.0K | 0.00% | +300+200.0% | Added |
| Exchange Traded Concepts, LLC | 482 | $14.0K | 0.00% | −83,548−99.4% | Reduced |
| Focused Wealth Management, Inc | 461 | $14.0K | 0.00% | +2+0.4% | Added |
| Lenox Wealth Advisors, LLC | 486 | $14.0K | 0.00% | +51+11.7% | Added |
| Financial Perspectives, Inc | 483 | $14.4K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 495 | $15.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 546 | $16.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 547 | $16.0K | 0.00% | +547 | New |
| TFC Financial Management | 576 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 561 | $17.0K | 0.00% | +561 | New |
| Consolidated Planning Corp | 555 | $17.0K | 0.01% | +555 | New |
| Resolute Partners Group | 612 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 600 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 600 | $18.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 600 | $18.0K | 0.00% | +600 | New |
| Better Money Decisions, LLC | 642 | $19.0K | 0.02% | +1+0.2% | Added |
| Hudock, Inc. | 654 | $19.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 658 | $20.0K | 0.01% | +2+0.3% | Added |
| Benjamin Edwards Inc | 687 | $20.0K | 0.01% | +687 | New |
| Mascoma Wealth Management LLC | 681 | $20.0K | 0.01% | +681 | New |
| Total Clarity Wealth Management, Inc. | 690 | $21.0K | 0.01% | +690 | New |
| Disciplined Investments, LLC | 750 | $22.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 816 | $24.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 810 | $24.0K | 0.00% | +1+0.1% | Added |
| American National Bank | 810 | $24.0K | 0.01% | +651+409.4% | Added |
| Carolinas Wealth Consulting LLC | 844 | $25.0K | 0.01% | +1+0.1% | Added |
| Sageworth Trust Co | 900 | $27.0K | 0.00% | −5,400−85.7% | Reduced |
| Bellevue Asset Management, LLC | 900 | $27.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 904 | $27.0K | 0.00% | +46+5.4% | Added |
| Stonebridge Financial Planning Group, LLC | 750 | $27.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $27.0K | 0.02% | +900 | New |
| Migdal Insurance & Financial Holdings Ltd. | 938 | $28.0K | 0.00% | −575,062−99.8% | Reduced |
| Ellevest, Inc. | 927 | $28.0K | 0.00% | +927 | New |
| CVA Family Office, LLC | 367 | $29.0K | 0.02% | −3,752−91.1% | Reduced |
| Pacific Center for Financial Services | 969 | $29.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,017 | $30.0K | 0.00% | +306+43.0% | Added |
| MBM Wealth Consultants, LLC | 1,000 | $30.0K | 0.01% | +1,000 | New |
| Allworth Financial LP | 1,049 | $31.0K | 0.00% | −1,122−51.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,033 | $31.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,050 | $31.2K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,131 | $33.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,113 | $33.0K | 0.02% | +2+0.2% | Added |
| Sterling Financial Planning, Inc. | 1,125 | $33.0K | 0.02% | +975+650.0% | Added |
| Baldwin Brothers Inc | 1,155 | $34.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,125 | $34.0K | 0.02% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 1,200 | $36.0K | 0.03% | −40,472−97.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,245 | $37.0K | 0.00% | +27+2.2% | Added |
| Raffa Wealth Management, LLC | 1,272 | $37.8K | 0.01% | +69+5.7% | Added |
| Herold Advisors, Inc. | 1,290 | $38.0K | 0.01% | +1,290 | New |
| Atlas Capital Advisors LLC | 1,284 | $38.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,354 | $40.0K | 0.00% | −50−3.6% | Reduced |
| Larson Financial Group LLC | 1,328 | $40.0K | 0.01% | −64−4.6% | Reduced |
| Cypress Capital Management LLC (WY) | 1,350 | $40.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,403 | $42.0K | 0.01% | +113+8.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,425 | $42.4K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,479 | $44.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,473 | $44.0K | 0.01% | −102−6.5% | Reduced |
| Versant Capital Management, Inc | 1,470 | $44.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,520 | $45.0K | 0.03% | +4+0.3% | Added |
| Private Ocean, LLC | 1,509 | $45.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,500 | $45.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,521 | $45.0K | 0.01% | +57+3.9% | Added |
| Meridian Wealth Partners, LLC | 1,517 | $45.0K | 0.01% | +1,517 | New |