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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 1,575 | $47.0K | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 1,564 | $47.0K | 0.00% | +45+3.0% | Added |
| Trust Co | 1,629 | $48.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,632 | $49.0K | 0.02% | +1,632 | New |
| Ovata Capital Management Ltd | 1,646 | $49.0K | 0.02% | +1,646 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,820 | $54.0K | 0.02% | −226−11.0% | Reduced |
| Acima Private Wealth, LLC | 1,800 | $54.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,800 | $54.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,815 | $54.0K | 0.01% | +252+16.1% | Added |
| Riverview Trust Co | 1,875 | $56.0K | 0.06% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $58.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $58.0K | 0.02% | +37+1.9% | Added |
| Harvest Fund Management Co., Ltd | 1,974 | $58.0K | 0.01% | +1,011+105.0% | Added |
| Clean Yield Group | 1,974 | $59.0K | 0.02% | +345+21.2% | Added |
| Arcadia Investment Management Corp | 2,064 | $61.0K | 0.01% | −10.0% | Reduced |
| Truehand, Inc | 2,100 | $62.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,101 | $63.0K | 0.02% | +6+0.3% | Added |
| Corsicana & Co. | 2,148 | $64.0K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,199 | $65.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,266 | $67.0K | 0.01% | −230−9.2% | Reduced |
| Sutton Wealth Advisors Inc. | 2,281 | $67.8K | 0.03% | +13+0.6% | Added |
| Key Financial Inc | 2,343 | $70.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,430 | $72.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,405 | $72.0K | 0.02% | +3+0.1% | Added |
| PFG Private Wealth Management, LLC | 2,457 | $73.0K | 0.04% | +2,457 | New |
| Costello Asset Management, INC | 2,503 | $74.0K | 0.05% | +94+3.9% | Added |
| Tradewinds Capital Management, LLC | 2,511 | $75.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 2,532 | $75.0K | 0.05% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | – | $75.0K | 0.01% | – | – |
| Dividend Assets Capital, LLC | 2,587 | $77.0K | 0.02% | +169+7.0% | Added |
| BerganKDV Wealth Management, LLC | 2,677 | $80.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,679 | $80.0K | 0.02% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 2,697 | $80.0K | 0.03% | +2,697 | New |
| Laffer Tengler Investments | 2,772 | $82.4K | 0.02% | +2,772 | New |
| Baystate Wealth Management LLC | 2,808 | $84.0K | 0.01% | +9+0.3% | Added |
| McIlrath & Eck, LLC | 2,847 | $85.0K | 0.03% | +1,840+182.7% | Added |
| Vectors Research Management, LLC | 3,006 | $89.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 3,150 | $94.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,209 | $95.0K | 0.00% | −1,149−26.4% | Reduced |
| Hexagon Capital Partners LLC | 3,201 | $95.0K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,271 | $97.0K | 0.00% | +123+3.9% | Added |
| Newbridge Financial Services Group, Inc. | 3,264 | $97.0K | 0.06% | +183+5.9% | Added |
| Pacitti Group Inc. | 3,679 | $109.0K | 0.07% | – | – |
| Wagner Wealth Management, LLC | 3,019 | $109.0K | 0.09% | +5+0.2% | Added |
| Financial Management Professionals, Inc. | 4,099 | $122.0K | 0.03% | +580+16.5% | Added |
| FAI Wealth Management | 4,170 | $124.0K | 0.11% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,200 | $125.0K | 0.11% | 00.0% | Unchanged |
| Country Trust Bank | 4,215 | $125.0K | 0.00% | +2,820+202.2% | Added |
| Stephenson National Bank & Trust | 4,200 | $125.0K | 0.08% | +4,200 | New |
| Brewin Dolphin Ltd | 4,302 | $127.9K | 0.01% | +2,868+200.0% | Added |
| Ritter Daniher Financial Advisory, LLC | 4,350 | $129.0K | 0.09% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,560 | $136.0K | 0.06% | −3,858−45.8% | Reduced |
| Hanson & Doremus Investment Management | 4,584 | $136.0K | 0.03% | +3,531+335.3% | Added |
| Tradition Wealth Management, LLC | 4,650 | $138.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 4,691 | $140.0K | 0.03% | −13−0.3% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,698 | $140.0K | 0.05% | +12+0.3% | Added |
| Ade, LLC | 4,800 | $143.0K | 0.13% | 00.0% | Unchanged |
| Odey Asset Management Group Ltd | 4,800 | $143.0K | 0.04% | +3,200+200.0% | Added |
| Ellis Investment Partners, LLC | 5,051 | $150.0K | 0.04% | −185−3.5% | Reduced |
| Northern Oak Wealth Management Inc | 5,060 | $150.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,085 | $151.0K | 0.04% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,957 | $152.0K | 0.00% | −1,523−43.8% | Reduced |
| Peoples Financial Services Corp. | 5,100 | $152.0K | 0.06% | +3,400+200.0% | Added |
| Valley National Advisers Inc | 5,184 | $154.0K | 0.03% | −200−3.7% | Reduced |
| Global Retirement Partners, LLC | 5,340 | $159.0K | 0.02% | +504+10.4% | Added |
| Carmichael Hill & Associates, Inc. | 5,400 | $161.0K | 0.09% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,408 | $161.0K | 0.03% | +2,480+84.7% | Added |
| MCF Advisors LLC | 5,464 | $162.0K | 0.02% | +1,840+50.8% | Added |
| Prestige Wealth Management Group LLC | 5,523 | $164.0K | 0.04% | +699+14.5% | Added |
| Riggs Asset Managment Co. Inc. | 5,610 | $167.0K | 0.05% | 00.0% | Unchanged |
| Agf Investments Inc. | 5,600 | $167.0K | 0.00% | +5,600 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,773 | $172.0K | 0.00% | +4,026+230.5% | Added |
| Creative Financial Designs Inc | 5,906 | $176.0K | 0.03% | +11+0.2% | Added |
| Carderock Capital Management Inc | 6,000 | $178.0K | 0.05% | +6,000 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 6,057 | $180.0K | 0.11% | +10.0% | Added |
| Plante Moran Financial Advisors, LLC | 6,147 | $183.0K | 0.04% | −168−2.7% | Reduced |
| Lindbrook Capital, LLC | 6,257 | $186.0K | 0.05% | −4−0.1% | Reduced |
| Acadian Asset Management LLC | 6,603 | $195.0K | 0.00% | −14,940−69.3% | Reduced |
| Freedman Financial Associates, Inc. | 6,621 | $197.0K | 0.14% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,646 | $198.0K | 0.08% | −395−5.6% | Reduced |
| Independence Bank of Kentucky | 6,675 | $199.0K | 0.09% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,726 | $200.0K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,726 | $200.0K | 0.02% | +6,726 | New |
| J. W. Coons Advisors, LLC | 6,750 | $201.0K | 0.07% | 00.0% | Unchanged |
| Headinvest, LLC | 6,816 | $203.0K | 0.04% | −201−2.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,876 | $204.0K | 0.61% | −10,495−60.4% | Reduced |
| Front Row Advisors LLC | 6,850 | $204.0K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,846 | $204.0K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 6,837 | $204.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 6,900 | $205.0K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,900 | $205.0K | 0.14% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 6,916 | $205.7K | 0.04% | 00.0% | Unchanged |
| Quest Capital Management Inc | 6,912 | $206.0K | 0.04% | +60+0.9% | Added |
| Signet Financial Management, LLC | 6,932 | $206.0K | 0.04% | +6,932 | New |
| Cozad Asset Management Inc | 6,975 | $207.0K | 0.03% | −990−12.4% | Reduced |
| Salem Capital Management Inc | 6,956 | $207.0K | 0.11% | 00.0% | Unchanged |
| HYA Advisors, Inc | 6,388 | $208.0K | 0.08% | 00.0% | Unchanged |
| Fulcrum Equity Management | 6,983 | $208.0K | 0.08% | +6,983 | New |
| Crawford Investment Counsel Inc | 7,038 | $209.0K | 0.00% | −78−1.1% | Reduced |
| Welch Group, LLC | 7,020 | $209.0K | 0.01% | 00.0% | Unchanged |