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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 12,712 | $378.0K | 0.02% | +4,227+49.8% | Added |
| Tdam USA Inc. | 12,738 | $379.0K | 0.02% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 12,735 | $379.0K | 0.12% | 00.0% | Unchanged |
| CPWM, LLC | 12,739 | $379.0K | 0.03% | −12−0.1% | Reduced |
| Los Angeles Capital Management LLC | 12,781 | $380.0K | 0.00% | −65,126−83.6% | Reduced |
| St Germain D J Co Inc | 12,771 | $380.0K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,894 | $383.0K | 0.09% | +12,894 | New |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $385.0K | 0.57% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 4,300 | $390.0K | 0.18% | −12,485−74.4% | Reduced |
| IFP Advisors, Inc | 13,077 | $390.0K | 0.01% | −3,077−19.0% | Reduced |
| Tiemann Investment Advisors, LLC | 13,116 | $390.0K | 0.19% | −144−1.1% | Reduced |
| Mission Wealth Management, LP | 13,119 | $390.0K | 0.02% | +117+0.9% | Added |
| Archford Capital Strategies, LLC | 13,116 | $390.0K | 0.09% | +204+1.6% | Added |
| Selective Wealth Management, Inc. | 13,146 | $391.0K | 0.21% | +4,350+49.5% | Added |
| Formidable Asset Management, LLC | 13,219 | $393.0K | 0.07% | +1,000+8.2% | Added |
| Shufro Rose & Co LLC | 13,199 | $393.0K | 0.03% | +6,000+83.3% | Added |
| Frontier Wealth Management LLC | 13,236 | $394.0K | 0.03% | +335+2.6% | Added |
| Trustmark National Bank Trust Department | 13,275 | $395.0K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,571 | $395.0K | 0.05% | −111−1.0% | Reduced |
| Tandem Investment Advisors, Inc. | 13,410 | $399.0K | 0.03% | +3,708+38.2% | Added |
| Toews Corp | 13,400 | $399.0K | 0.05% | +13,400 | New |
| MEMBERS Trust Co | 13,200 | $401.0K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 13,613 | $404.0K | 0.09% | −2,730−16.7% | Reduced |
| Bridgewater Advisors Inc. | 13,589 | $404.0K | 0.11% | +89+0.7% | Added |
| KB Financial Partners, LLC | 13,568 | $404.0K | 0.15% | +1,493+12.4% | Added |
| Stonnington Group, LLC | 12,385 | $405.0K | 0.09% | +100+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 13,662 | $406.0K | 0.01% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 13,651 | $406.0K | 0.20% | +13,651 | New |
| Girard Partners Ltd. | 13,747 | $408.0K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 13,800 | $410.0K | 0.03% | −735−5.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,800 | $410.0K | 0.03% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 13,803 | $411.0K | 0.00% | +2,856+26.1% | Added |
| First Citizens Bank & Trust Co | 13,842 | $412.0K | 0.02% | −924−6.3% | Reduced |
| 1st Source Bank | 13,950 | $415.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 13,968 | $415.0K | 0.03% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 14,000 | $416.0K | 0.04% | −17,246−55.2% | Reduced |
| Levin Capital Strategies, L.P. | 14,000 | $416.0K | 0.04% | −4,000−22.2% | Reduced |
| Harvey Investment Co LLC | 13,986 | $416.0K | 0.05% | +13,986 | New |
| Ambassador Advisors, LLC | 14,232 | $423.0K | 0.08% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 14,199 | $423.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 13,200 | $423.0K | 0.10% | 00.0% | Unchanged |
| Patten & Patten Inc | 14,219 | $423.0K | 0.03% | +1,373+10.7% | Added |
| Gables Capital Management Inc. | 14,250 | $424.0K | 0.28% | −300−2.1% | Reduced |
| Oliver Luxxe Assets LLC | 14,330 | $426.0K | 0.12% | −400−2.7% | Reduced |
| Manchester Capital Management LLC | 14,370 | $427.0K | 0.06% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 14,400 | $428.0K | 0.12% | 00.0% | Unchanged |
| FC Advisory LLC | 14,400 | $428.0K | 0.19% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 14,403 | $428.0K | 0.01% | +2,432+20.3% | Added |
| Leonteq Securities AG | 14,503 | $431.3K | 0.02% | +5,374+58.9% | Added |
| Relyea Zuckerberg Hanson LLC | 14,658 | $436.0K | 0.17% | −75−0.5% | Reduced |
| Horizon Investments, LLC | 14,665 | $436.0K | 0.01% | +587+4.2% | Added |
| Cobblestone Capital Advisors LLC | 14,673 | $436.0K | 0.03% | +3,060+26.3% | Added |
| Avantax Planning Partners, Inc. | 14,694 | $437.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 14,701 | $437.0K | 0.10% | +14,701 | New |
| CAPROCK Group, Inc. | 14,806 | $440.0K | 0.04% | −614−4.0% | Reduced |
| Compton Capital Management Inc | 14,800 | $440.0K | 0.13% | −500−3.3% | Reduced |
| Covenant Partners, LLC | 14,799 | $440.0K | 0.17% | 00.0% | Unchanged |
| Bangor Savings Bank | 14,796 | $440.0K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 14,839 | $441.0K | 0.08% | +2,741+22.7% | Added |
| TBH Global Asset Management, LLC | 14,901 | $443.0K | 0.10% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $443.0K | 0.38% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 14,949 | $445.0K | 0.18% | +450+3.1% | Added |
| Vestmark Advisory Solutions, Inc. | 14,977 | $445.0K | 0.03% | +2,698+22.0% | Added |
| Everett Harris & Co | 15,069 | $448.0K | 0.01% | −1,038−6.4% | Reduced |
| IVC Wealth Advisors LLC | 15,169 | $451.0K | 0.31% | −2,900−16.0% | Reduced |
| Capital Investment Advisors, LLC | 15,205 | $452.0K | 0.02% | −498−3.2% | Reduced |
| JGP Wealth Management, LLC | 15,282 | $454.0K | 0.10% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 15,300 | $455.0K | 0.09% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 15,344 | $456.0K | 0.05% | +2,688+21.2% | Added |
| First National Trust Co | 15,353 | $457.0K | 0.03% | +455+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 15,492 | $461.0K | 0.04% | +60.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,524 | $462.0K | 0.03% | +1,895+13.9% | Added |
| NBT Bank N A | 15,573 | $463.0K | 0.06% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 15,629 | $465.0K | 0.05% | +34+0.2% | Added |
| First Mercantile Trust Co | 15,672 | $466.0K | 0.06% | −387−2.4% | Reduced |
| McLean Asset Management Corp | 13,064 | $466.0K | 0.18% | 00.0% | Unchanged |
| Holderness Investments Co | 15,687 | $467.0K | 0.15% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 15,711 | $467.0K | 0.08% | +15,711 | New |
| Principle Wealth Partners LLC | 15,768 | $469.0K | 0.05% | 00.0% | Unchanged |
| Successful Portfolios LLC | 15,762 | $469.0K | 0.28% | +1,500+10.5% | Added |
| TD Private Client Wealth LLC | 15,798 | $469.8K | 0.02% | +8,760+124.5% | Added |
| Cornerstone Advisory, LLC | 15,840 | $471.0K | 0.08% | −159−1.0% | Reduced |
| Tudor Investment Corp Et Al | 15,869 | $472.0K | 0.01% | −5,498−25.7% | Reduced |
| Community Trust & Investment Co | 15,975 | $475.0K | 0.04% | −225−1.4% | Reduced |
| Integrated Advisors Network LLC | 15,971 | $475.0K | 0.03% | +4,161+35.2% | Added |
| Moloney Securities Asset Management, LLC | 16,022 | $476.0K | 0.09% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 16,020 | $476.0K | 0.18% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 16,023 | $477.0K | 0.04% | +750+4.9% | Added |
| Collective Family Office LLC | 16,080 | $478.0K | 0.21% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 16,092 | $479.0K | 0.08% | −69−0.4% | Reduced |
| Nwam LLC | 16,124 | $480.0K | 0.04% | +10.0% | Added |
| Indiana Trust & Investment Management CO | 16,125 | $480.0K | 0.24% | +11,300+234.2% | Added |
| Gladstone Institutional Advisory LLC | 16,128 | $480.0K | 0.05% | +16,128 | New |
| AMG National Trust Bank | 16,179 | $481.0K | 0.02% | +7,191+80.0% | Added |
| Mirova | 16,228 | $482.0K | 0.06% | +1,465+9.9% | Added |
| Centaurus Financial, Inc. | 16,229 | $483.0K | 0.04% | −184−1.1% | Reduced |
| NTV Asset Management LLC | 16,251 | $483.0K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 16,295 | $485.0K | 0.25% | +4,400+37.0% | Added |
| Brandywine Oak Private Wealth LLC | 16,383 | $487.0K | 0.06% | −600−3.5% | Reduced |
| Parkside Financial Bank & Trust | 16,467 | $489.0K | 0.14% | +75+0.5% | Added |