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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.

Institutional holdersQ3 2021: 1,369 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ3 2021: $49.0B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2021.

Institutions holding CSX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
ArrowMark Colorado Holdings LLC7,020$209.0K0.00%00.0%Unchanged
Waldron Private Wealth LLC7,035$209.0K0.01%+7,035New
Bradley Foster & Sargent Inc7,077$210.0K0.00%+192+2.8%Added
McDonald Partners LLC7,050$210.0K0.05%+300+4.4%Added
V Wealth Advisors LLC7,093$211.0K0.03%+610+9.4%Added
Ten Capital Wealth Advisors, LLC7,116$212.0K0.10%00.0%Unchanged
Bray Capital Advisors7,155$213.0K0.05%00.0%Unchanged
Fairhaven Wealth Management, LLC7,152$213.0K0.09%00.0%Unchanged
Lake Street Financial LLC7,188$214.0K0.05%−470−6.1%Reduced
Capital One Financial Corp7,212$214.0K0.03%00.0%Unchanged
Rock Point Advisors, LLC7,200$214.0K0.06%00.0%Unchanged
Townsend Asset Management Corp7,275$216.0K0.11%00.0%Unchanged
Papp L Roy & Associates7,275$216.0K0.03%+7,275New
Orrstown Financial Services Inc7,284$217.0K0.34%−480−6.2%Reduced
HCR Wealth Advisors7,284$217.0K0.04%00.0%Unchanged
Thomasville National Bank7,299$217.0K0.02%+600+9.0%Added
Ameritas Investment Company, LLC7,330$218.0K0.01%+1,943+36.1%Added
BDO Wealth Advisors, LLC7,325$218.0K0.02%−100−1.3%Reduced
Qtron Investments LLC7,326$218.0K0.06%00.0%Unchanged
Smith, Moore & Co.7,338$218.0K0.03%+308+4.4%Added
White Pine Capital LLC7,392$220.0K0.07%00.0%Unchanged
Eagle Bay Advisors LLC7,433$220.0K0.13%+3,548+91.3%Added
WealthPLAN Partners, LLC5,958$221.0K0.01%+69+1.2%Added
Boston Common Asset Management, LLC7,490$223.0K0.01%−25−0.3%Reduced
Avidian Wealth Solutions, LLC7,482$223.0K0.02%+42+0.6%Added
CoreFirst Bank & Trust7,536$224.0K0.16%+5,024+200.0%Added
TrinityPoint Wealth, LLC7,563$225.0K0.04%+532+7.6%Added
Level Four Advisory Services, LLC7,601$226.0K0.02%−10,094−57.0%Reduced
Brighton Jones LLC7,590$226.0K0.01%−550−6.8%Reduced
ACG Wealth7,585$226.0K0.03%−192−2.5%Reduced
Mid Atlantic Financial Management Inc7,609$226.0K0.02%+10.0%Added
Cantor Fitzgerald Investment Adviser L.P.7,625$227.0K0.02%−100−1.3%Reduced
Ridgewood Investments LLC7,648$227.0K0.15%+6+0.1%Added
Red Wave Investments LLC7,631$227.0K0.08%+365+5.0%Added
Old Second National Bank of Aurora7,655$228.0K0.06%−400−5.0%Reduced
Mark Sheptoff Financial Planning, LLC7,650$228.0K0.13%00.0%Unchanged
Southland Equity Partners LLC7,667$228.0K0.10%+20.0%Added
Hilltop Holdings Inc.7,745$230.0K0.03%+7,745New
Middleton & Co Inc7,770$231.0K0.02%00.0%Unchanged
State of Wyoming7,779$231.0K0.15%+291+3.9%Added
Abacus Wealth Partners, LLC7,799$232.0K0.09%00.0%Unchanged
Broderick Brian C7,800$232.0K0.06%−2,400−23.5%Reduced
Bryn Mawr Trust Co7,775$232.0K0.01%−400−4.9%Reduced
Davis R M Inc7,814$232.0K0.01%−166−2.1%Reduced
Financial Architects, Inc7,800$232.0K0.03%00.0%Unchanged
Regent Peak Wealth Advisors LLC7,846$233.0K0.07%+108+1.4%Added
Day & Ennis, LLC7,932$236.0K0.08%00.0%Unchanged
American Institute for Advanced Investment Management, LLP7,920$236.0K0.17%00.0%Unchanged
Focus Financial Network, Inc.7,962$236.8K0.03%+15+0.2%Added
Meridian Wealth Advisors, LLC7,959$237.0K0.07%00.0%Unchanged
Court Place Advisors, LLC8,004$238.0K0.07%00.0%Unchanged
Johnson Midwest Financial, LLC8,043$239.0K0.20%+16+0.2%Added
McClarren Financial Advisors, Inc.8,058$239.0K0.19%00.0%Unchanged
Monterey Private Wealth, Inc.7,620$239.0K0.13%00.0%Unchanged
Verdence Capital Advisors LLC8,033$239.0K0.03%+1,340+20.0%Added
West Family Investments, Inc.8,132$242.0K0.06%+8,132New
Auxier Asset Management8,166$243.0K0.04%00.0%Unchanged
Global Strategic Investment Solutions, LLC8,175$243.0K0.04%+1,506+22.6%Added
Kendall Capital Management8,224$245.0K0.13%−200−2.4%Reduced
First Command Bank8,223$245.0K0.04%00.0%Unchanged
First Command Financial Services, Inc.8,223$245.0K0.04%00.0%Unchanged
Central Bank & Trust Co8,250$245.0K0.04%+300+3.8%Added
Sittner & Nelson, LLC8,245$245.0K0.16%+311+3.9%Added
NEXT Financial Group, Inc8,223$245.0K0.02%+4,744+136.4%Added
Bridgeworth, LLC8,271$246.0K0.07%00.0%Unchanged
Meristem Family Wealth, LLC8,256$246.0K0.02%+8,256New
BNC Wealth Management, LLC8,343$248.0K0.15%00.0%Unchanged
Angeles Investment Advisors, LLC8,410$250.0K0.01%+8,410New
TFG Advisers LLC8,426$251.0K0.12%−107−1.3%Reduced
GYL Financial Synergies, LLC8,436$251.0K0.13%00.0%Unchanged
Paradigm Asset Management Co LLC8,600$255.8K0.07%−1,000−10.4%Reduced
Klingman & Associates, LLC8,593$256.0K0.02%−1,256−12.8%Reduced
Live Oak Private Wealth LLC8,614$256.0K0.05%+1,720+24.9%Added
Assetmark, Inc8,597$256.0K0.00%+3,854+81.3%Added
PFG Advisors8,629$257.0K0.03%+264+3.2%Added
Van Cleef Asset Management,Inc8,700$259.0K0.04%−3,066−26.1%Reduced
Mattern Wealth Management LLC8,784$261.0K0.09%00.0%Unchanged
Stelac Advisory Services LLC8,861$264.0K0.07%+2,690+43.6%Added
IFG Advisory, LLC8,965$266.0K0.03%+2,166+31.9%Added
Thompson Siegel & Walmsley LLC8,979$267.0K0.00%00.0%Unchanged
Tufton Capital Management9,000$267.0K0.05%00.0%Unchanged
IFG Advisors, LLC8,976$267.0K0.12%00.0%Unchanged
44 Wealth Management LLC9,013$268.0K0.10%−428−4.5%Reduced
High Falls Advisors, Inc9,000$268.0K0.07%00.0%Unchanged
Cito Capital Group, LLC9,000$268.0K0.13%00.0%Unchanged
Burleson & Company, LLC9,000$268.0K0.04%00.0%Unchanged
Continuum Advisory, LLC9,057$269.0K0.07%−132−1.4%Reduced
Greylin Investment Mangement Inc9,030$269.0K0.06%00.0%Unchanged
9258 Wealth Management, LLC9,032$269.0K0.07%00.0%Unchanged
Garrett Investment Advisors LLC9,062$270.0K0.09%+942+11.6%Added
Sage Private Wealth Group, LLC9,120$271.0K0.37%00.0%Unchanged
Kings Point Capital Management9,153$272.0K0.02%00.0%Unchanged
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH9,243$275.0K0.05%−63,156−87.2%Reduced
Comerica Securities,inc.9,253$275.0K0.02%+391+4.4%Added
Fieldpoint Private Securities, LLC9,297$276.0K0.06%+135+1.5%Added
Trustcore Financial Services, LLC9,296$276.0K0.03%00.0%Unchanged
Douglas Lane & Associates, LLC9,310$277.0K0.00%−240−2.5%Reduced
Alhambra Investment Partners LLC9,330$277.0K0.21%00.0%Unchanged
Ironwood Investment Counsel, LLC9,320$277.0K0.07%+10.0%Added
Nelson Capital Management, LLC9,300$277.0K0.06%00.0%Unchanged