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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 22,591 | $671.0K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 22,548 | $671.0K | 0.04% | +435+2.0% | Added |
| Fragasso Group Inc. | 22,613 | $673.0K | 0.09% | +25+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 22,615 | $673.0K | 0.14% | +401+1.8% | Added |
| Intrust Bank NA | 22,701 | $675.0K | 0.09% | +195+0.9% | Added |
| Centiva Capital, LP | 22,761 | $677.0K | 0.05% | −14,609−39.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 22,869 | $680.0K | 0.08% | −180−0.8% | Reduced |
| Citizens Financial Group Inc | 22,870 | $680.0K | 0.03% | +5,031+28.2% | Added |
| New Capital Management LP | 20,956 | $682.0K | 0.38% | +20,956 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 23,023 | $685.0K | 0.03% | −4,097−15.1% | Reduced |
| Cypress Capital Group | 23,225 | $691.0K | 0.09% | +125+0.5% | Added |
| Park Avenue Securities LLC | 23,320 | $694.0K | 0.01% | +15,505+198.4% | Added |
| Pioneer Trust Bank N A | 23,385 | $695.0K | 0.20% | +15,590+200.0% | Added |
| Belpointe Asset Management LLC | 23,506 | $699.0K | 0.05% | +7,489+46.8% | Added |
| Arkadios Wealth Advisors | 23,628 | $702.0K | 0.10% | +1,624+7.4% | Added |
| Chicago Trust Co NA | 23,616 | $702.0K | 0.15% | +15,744+200.0% | Added |
| Pettyjohn, Wood & White, Inc | 23,875 | $710.0K | 0.16% | −200−0.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 23,927 | $712.0K | 0.32% | +27+0.1% | Added |
| Latitude Advisors, LLC | 23,933 | $712.0K | 0.23% | +11,968+100.0% | Added |
| Wright Investors Service Inc | 23,975 | $713.0K | 0.20% | −82−0.3% | Reduced |
| Smithfield Trust Co | 23,950 | $713.0K | 0.05% | +16,065+203.7% | Added |
| Maven Securities LTD | 24,229 | $721.0K | 0.08% | +13,385+123.4% | Added |
| Marshall Wace North America L.P. | 24,286 | $722.0K | 0.00% | −94,087−79.5% | Reduced |
| Cullen Capital Management LLC | 24,356 | $724.0K | 0.01% | +3,725+18.1% | Added |
| StoneX Group Inc. | 24,461 | $727.0K | 0.10% | −28−0.1% | Reduced |
| Sanders Morris Harris LLC | 22,500 | $727.0K | 0.13% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 24,702 | $735.0K | 0.08% | +22,117+855.6% | Added |
| Venturi Wealth Management, LLC | 24,773 | $737.0K | 0.06% | −10,690−30.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 26,466 | $743.0K | 0.05% | +4,701+21.6% | Added |
| Snowden Capital Advisors LLC | 25,065 | $745.4K | 0.04% | +693+2.8% | Added |
| Connecticut Wealth Management, LLC | 25,124 | $747.0K | 0.07% | +7,938+46.2% | Added |
| Symphony Financial, Ltd. Co. | 24,708 | $750.0K | 0.26% | +3,217+15.0% | Added |
| Welch & Forbes LLC | 25,260 | $751.0K | 0.01% | +2,760+12.3% | Added |
| Checchi Capital Advisers, LLC | 25,276 | $752.0K | 0.09% | +694+2.8% | Added |
| Heritage Wealth Management, LLC | 25,368 | $754.0K | 0.27% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 25,388 | $755.0K | 0.18% | −597−2.3% | Reduced |
| Signaturefd, LLC | 25,457 | $757.0K | 0.03% | +1,153+4.7% | Added |
| Orion Portfolio Solutions, LLC | 25,503 | $758.0K | 0.03% | +1,828+7.7% | Added |
| Lincoln National Corp | 25,541 | $759.0K | 0.02% | −3,055−10.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 25,562 | $760.0K | 0.04% | +1,181+4.8% | Added |
| Fulton Bank, N.A. | 25,629 | $762.0K | 0.04% | +19,376+309.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 25,667 | $763.0K | 0.16% | −1,600−5.9% | Reduced |
| Simmons Bank | 25,770 | $767.0K | 0.06% | −207−0.8% | Reduced |
| Oakworth Capital, Inc. | 25,944 | $772.0K | 0.07% | +717+2.8% | Added |
| Gryphon Financial Partners LLC | 26,070 | $775.0K | 0.18% | +2,025+8.4% | Added |
| Federated Hermes, Inc. | 26,061 | $775.0K | 0.00% | +2,793+12.0% | Added |
| Conway Capital Management, Inc. | 26,100 | $776.2K | 0.53% | 00.0% | Unchanged |
| Conning Inc. | 26,171 | $778.0K | 0.02% | −3,520−11.9% | Reduced |
| Qube Research & Technologies Ltd | 26,247 | $781.0K | 0.01% | −144,350−84.6% | Reduced |
| Lyell Wealth Management, LP | 26,256 | $781.0K | 0.09% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 26,250 | $781.0K | 0.36% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 26,265 | $781.0K | 0.03% | +26,265 | New |
| McElhenny Sheffield Capital Management, LLC | 26,389 | $785.0K | 0.36% | +26,389 | New |
| Flagship Harbor Advisors, LLC | 25,028 | $790.0K | 0.08% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 26,610 | $791.0K | 0.02% | +26,610 | New |
| Navalign, LLC | 26,913 | $800.0K | 0.34% | +195+0.7% | Added |
| SkyView Investment Advisors, LLC | 26,941 | $801.0K | 0.23% | +26,941 | New |
| Werlinich Asset Management, LLC | 27,000 | $803.0K | 0.65% | 00.0% | Unchanged |
| Howland Capital Management LLC | 27,030 | $804.0K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 27,106 | $806.0K | 0.06% | −361−1.3% | Reduced |
| RMR Wealth Builders | 27,210 | $809.0K | 0.24% | 00.0% | Unchanged |
| Philadelphia Trust Co | 27,225 | $810.0K | 0.06% | −900−3.2% | Reduced |
| Sovereign Financial Group, Inc. | 27,266 | $811.0K | 0.47% | +20,864+325.9% | Added |
| Aberdeen Wealth Management LLC | 27,300 | $812.0K | 0.79% | 00.0% | Unchanged |
| Valley Brook Capital Group | 27,375 | $814.0K | 0.81% | 00.0% | Unchanged |
| Washington Trust Bank | 27,390 | $815.0K | 0.10% | −2,001−6.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 27,634 | $822.0K | 0.38% | +262+1.0% | Added |
| Marco Investment Management LLC | 27,854 | $828.0K | 0.09% | −100−0.4% | Reduced |
| Canandaigua National Corp | 27,905 | $830.0K | 0.14% | +5,075+22.2% | Added |
| Northstar Group, Inc. | 28,032 | $834.0K | 0.22% | 00.0% | Unchanged |
| Clarius Group, LLC | 28,186 | $838.0K | 0.08% | +387+1.4% | Added |
| Country Club Trust Company, n.a. | 27,720 | $842.0K | 0.07% | +4,440+19.1% | Added |
| Corient Capital Partners, LLC | 28,413 | $845.0K | 0.06% | −1,324−4.5% | Reduced |
| Intellectus Partners, LLC | 28,465 | $847.0K | 0.21% | +1,945+7.3% | Added |
| Westfield Capital Management Co LP | 28,590 | $850.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28,722 | $854.0K | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 28,833 | $857.0K | 0.11% | +28,833 | New |
| Morse Asset Management, Inc | 28,960 | $861.0K | 0.21% | +100.0% | Added |
| Pacific Global Investment Management CO | 29,017 | $863.0K | 0.17% | −982−3.3% | Reduced |
| Sanford Advisory Services, LLC | 29,070 | $865.0K | 0.22% | 00.0% | Unchanged |
| Markston International LLC | 29,120 | $866.0K | 0.81% | −41,505−58.8% | Reduced |
| Empirical Finance, LLC | 29,221 | $869.0K | 0.13% | +1,624+5.9% | Added |
| Lowe Brockenbrough & Co Inc | 29,226 | $869.0K | 0.07% | +11,361+63.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 29,535 | $878.0K | 0.16% | +29,535 | New |
| Modera Wealth Management, LLC | 29,543 | $879.0K | 0.05% | +5,958+25.3% | Added |
| MAI Capital Management | 29,573 | $880.0K | 0.02% | −1,122−3.7% | Reduced |
| Wolverine Trading, LLC | 29,042 | $882.0K | 0.02% | −16,463−36.2% | Reduced |
| Engrave Wealth Partners LLC | 29,657 | $882.0K | 0.26% | +20.0% | Added |
| Fruth Investment Management | 29,700 | $883.0K | 0.27% | 00.0% | Unchanged |
| Resources Management Corp | 29,816 | $887.0K | 0.13% | −100−0.3% | Reduced |
| PBMares Wealth Management LLC | 29,826 | $887.0K | 0.42% | +1,728+6.1% | Added |
| Wealthspire Advisors, LLC | 29,894 | $889.0K | 0.02% | +29,894 | New |
| Acorn Wealth Advisors, LLC | 29,974 | $891.0K | 0.62% | +492+1.7% | Added |
| Peoples Bank | 29,988 | $892.0K | 0.47% | −408−1.3% | Reduced |
| Harbor Advisors LLC | 30,000 | $892.0K | 0.18% | 00.0% | Unchanged |
| Vista Investment Management | 30,102 | $895.0K | 0.52% | −69−0.2% | Reduced |
| First National Bank of South Miami | 30,228 | $899.0K | 0.60% | −147−0.5% | Reduced |
| Sawtooth Solutions, LLC | 30,292 | $901.0K | 0.14% | +3,256+12.0% | Added |
| Benin Management CORP | 30,300 | $901.0K | 0.29% | +3,300+12.2% | Added |
| We Are One Seven, LLC | 24,939 | $902.0K | 0.11% | +171+0.7% | Added |