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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 9,300 | $277.0K | 0.01% | +600+6.9% | Added |
| Miracle Mile Advisors, LLC | 9,344 | $278.0K | 0.01% | +9,344 | New |
| BT Wealth Management LLC | 9,385 | $279.0K | 0.09% | +616+7.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 9,420 | $280.0K | 0.04% | +9,420 | New |
| RB Capital Management, LLC | 9,529 | $283.0K | 0.11% | −198−2.0% | Reduced |
| Gamco Investors, Inc. Et Al | 9,610 | $286.0K | 0.00% | −65−0.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,627 | $286.0K | 0.04% | +2,058+27.2% | Added |
| Independent Financial Group, LLC | 9,645 | $286.8K | 0.03% | −344−3.4% | Reduced |
| Renaissance Investment Group LLC | 9,660 | $287.0K | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 9,705 | $288.6K | 0.04% | +6,470+200.0% | Added |
| YorkBridge Wealth Partners, LLC | 9,717 | $289.0K | 0.07% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 9,701 | $289.0K | 0.02% | +9,701 | New |
| Tiedemann Advisors, LLC | 9,868 | $293.0K | 0.02% | −319−3.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 9,900 | $294.0K | 0.08% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 9,928 | $295.0K | 0.06% | −250−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 9,923 | $295.0K | 0.02% | +303+3.1% | Added |
| Navellier & Associates Inc | 10,000 | $297.0K | 0.04% | +100+1.0% | Added |
| Laird Norton Trust Company, LLC | 10,014 | $297.0K | 0.03% | +294+3.0% | Added |
| Berman Capital Advisors, LLC | 10,083 | $299.0K | 0.05% | +3,643+56.6% | Added |
| Allred Capital Management, LLC | 10,086 | $300.0K | 0.16% | −2,829−21.9% | Reduced |
| Wealthsource Partners, LLC | 10,093 | $300.0K | 0.03% | +3,567+54.7% | Added |
| Evermay Wealth Management LLC | 10,106 | $301.0K | 0.06% | −1,566−13.4% | Reduced |
| Pavion Blue Capital, LLC | 10,146 | $302.0K | 0.19% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 10,200 | $303.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 10,230 | $304.0K | 0.08% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,258 | $305.0K | 0.02% | −1,344−11.6% | Reduced |
| Norway Savings Bank | 10,290 | $306.0K | 0.14% | 00.0% | Unchanged |
| Central Trust Co | 10,320 | $307.0K | 0.01% | +1,095+11.9% | Added |
| Dynamic Advisor Solutions LLC | 10,307 | $307.0K | 0.02% | +2,499+32.0% | Added |
| Perigon Wealth Management, LLC | 10,370 | $308.0K | 0.03% | −294−2.8% | Reduced |
| Boston Trust Walden Corp | 10,347 | $308.0K | 0.00% | +294+2.9% | Added |
| Spire Wealth Management | 10,412 | $310.0K | 0.01% | −9,215−47.0% | Reduced |
| Diversified Trust Co | 10,426 | $310.0K | 0.01% | +1,474+16.5% | Added |
| Investment Management of Virginia LLC | 10,500 | $312.0K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,889 | $312.0K | 0.02% | +47+0.5% | Added |
| Personal Capital Advisors Corp | 10,505 | $312.0K | 0.00% | +2,172+26.1% | Added |
| West Branch Capital LLC | 10,570 | $314.0K | 0.15% | +26+0.2% | Added |
| Cambridge Trust Co | 10,629 | $316.0K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,629 | $316.0K | 0.04% | 00.0% | Unchanged |
| Karn, Couzens & Associates, Inc. | 10,617 | $316.0K | 0.24% | +10,617 | New |
| Spreng Capital Management, Inc. | 10,438 | $317.0K | 0.20% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 10,692 | $318.0K | 0.22% | 00.0% | Unchanged |
| qPULA Trading Management LP | 10,700 | $318.0K | 0.50% | +3,413+46.8% | Added |
| Gradient Investments LLC | 10,744 | $320.0K | 0.01% | −158−1.4% | Reduced |
| Financial Strategies Group, Inc. | 10,800 | $321.0K | 0.14% | 00.0% | Unchanged |
| Sepio Capital, LP | 10,779 | $321.0K | 0.03% | +32+0.3% | Added |
| Golden State Wealth Management, LLC | 10,835 | $322.0K | 0.07% | +200+1.9% | Added |
| Summit Global Investments | 10,869 | $323.0K | 0.02% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 10,948 | $325.0K | 0.00% | +1,576+16.8% | Added |
| Farmers National Bank | 3,598 | $326.5K | 0.13% | +3,598 | New |
| Truvestments Capital LLC | 11,059 | $329.0K | 0.18% | −51−0.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 11,073 | $329.0K | 0.12% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 11,084 | $330.0K | 0.12% | −600−5.1% | Reduced |
| First Nebraska Trust Co | 11,100 | $330.1K | 0.04% | +11,100 | New |
| YHB Investment Advisors, Inc. | 11,121 | $331.0K | 0.03% | +30.0% | Added |
| Frisch Financial Group, Inc. | 11,144 | $331.0K | 0.11% | +13+0.1% | Added |
| Quadrant Capital Group LLC | 11,243 | $334.0K | 0.05% | +62+0.6% | Added |
| Ashfield Capital Partners, LLC | 11,250 | $335.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $336.0K | 0.11% | −93−0.8% | Reduced |
| Capital Investment Counsel, Inc | 11,286 | $336.0K | 0.07% | +11,286 | New |
| Fukoku Mutual Life Insurance Co | 11,360 | $338.0K | 0.03% | +500+4.6% | Added |
| Forte Capital LLC | 11,400 | $339.0K | 0.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $339.0K | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11,448 | $340.5K | 0.10% | +7,632+200.0% | Added |
| Gamble Jones Investment Counsel | 11,475 | $341.0K | 0.02% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,456 | $341.0K | 0.09% | +35+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 11,520 | $343.0K | 0.17% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 11,517 | $343.0K | 0.11% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 11,533 | $343.0K | 0.16% | −100−0.9% | Reduced |
| King Luther Capital Management Corp | 11,544 | $343.0K | 0.00% | +2,250+24.2% | Added |
| Stock Yards Bank & Trust Co | 11,539 | $343.0K | 0.02% | +4,393+61.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,621 | $346.0K | 0.08% | +776+7.2% | Added |
| Fagan Associates, Inc. | 11,631 | $346.0K | 0.08% | +5,400+86.7% | Added |
| Reilly Financial Advisors, LLC | 11,664 | $347.0K | 0.03% | −42−0.4% | Reduced |
| FourThought Financial, LLC | 11,703 | $348.0K | 0.05% | −654−5.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,700 | $348.0K | 0.25% | 00.0% | Unchanged |
| Choate Investment Advisors | 11,736 | $349.0K | 0.02% | −558−4.5% | Reduced |
| JNBA Financial Advisors | 11,775 | $350.0K | 0.05% | −3,000−20.3% | Reduced |
| Strategic Financial Services, Inc, | 11,784 | $350.0K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 11,766 | $350.0K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 11,917 | $354.0K | 0.00% | +11,917 | New |
| Canal Capital Management, LLC | 11,932 | $355.0K | 0.10% | +13+0.1% | Added |
| Sound Income Strategies, LLC | 11,934 | $355.0K | 0.05% | +315+2.7% | Added |
| Joel Isaacson & Co., LLC | 11,966 | $356.0K | 0.03% | +5,480+84.5% | Added |
| Kozak & Associates, Inc. | 10,156 | $357.0K | 0.21% | +10,156 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,065 | $359.0K | 0.23% | +8,110+205.1% | Added |
| Engine No. 1 LLC | 12,140 | $361.0K | 0.09% | +4,881+67.2% | Added |
| Heritage Trust Co | 12,174 | $362.0K | 0.05% | −126−1.0% | Reduced |
| Lido Advisors, LLC | 12,200 | $362.0K | 0.01% | +3,848+46.1% | Added |
| Financial Network Wealth Management LLC | 12,300 | $366.0K | 0.21% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 12,281 | $366.0K | 0.13% | +500+4.2% | Added |
| JB Capital LLC | 12,310 | $366.0K | 0.05% | +12,310 | New |
| Kiley Juergens Wealth Management, LLC | 12,380 | $368.0K | 0.16% | −5,716−31.6% | Reduced |
| Advisory Alpha, LLC | 12,390 | $368.0K | 0.03% | +11+0.1% | Added |
| Westbourne Investment Advisors, Inc. | 12,390 | $368.0K | 0.17% | 00.0% | Unchanged |
| KCS Wealth Advisory | 12,521 | $372.0K | 0.18% | −160−1.3% | Reduced |
| Trust Co of Toledo NA | 12,537 | $373.0K | 0.06% | +8,271+193.9% | Added |
| Soltis Investment Advisors LLC | 12,530 | $373.0K | 0.06% | +158+1.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $375.0K | 0.11% | 00.0% | Unchanged |
| CWM Advisors, LLC | 12,688 | $377.0K | 0.05% | −152,936−92.3% | Reduced |