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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 30,469 | $906.0K | 0.29% | +18,039+145.1% | Added |
| Fundamentun, LLC | 30,533 | $908.0K | 0.16% | +30,533 | New |
| Atlantic Union Bankshares Corp | 30,594 | $910.0K | 0.09% | 00.0% | Unchanged |
| Systematic Financial Management LP | 30,600 | $910.0K | 0.03% | 00.0% | Unchanged |
| Seeyond | 30,700 | $913.0K | 0.09% | −3,176−9.4% | Reduced |
| Valeo Financial Advisors, LLC | 30,703 | $913.0K | 0.05% | +8,440+37.9% | Added |
| Legacy Private Trust Co. | 30,873 | $918.0K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 29,307 | $921.0K | 0.06% | −1,353−4.4% | Reduced |
| Blueshift Asset Management, LLC | 31,005 | $922.0K | 0.05% | +15,573+100.9% | Added |
| Procyon Private Wealth Partners, LLC | 31,267 | $930.0K | 0.24% | +606+2.0% | Added |
| Eudaimonia Partners, LLC | 31,797 | $946.0K | 0.17% | +666+2.1% | Added |
| Altfest L J & Co Inc | 31,874 | $948.0K | 0.20% | +67+0.2% | Added |
| Unio Capital LLC | 31,920 | $949.0K | 0.42% | 00.0% | Unchanged |
| Maryland Capital Management | 32,039 | $953.0K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 32,058 | $953.0K | 0.10% | +16,433+105.2% | Added |
| Wellington Shields & Co., LLC | 32,110 | $955.0K | 0.33% | −1,190−3.6% | Reduced |
| Main Street Financial Solutions, LLC | 32,312 | $961.0K | 0.15% | −495−1.5% | Reduced |
| United Bank | 32,415 | $964.0K | 0.13% | +21,610+200.0% | Added |
| Intersect Capital LLC | 32,450 | $965.0K | 0.17% | −47−0.1% | Reduced |
| Curran Financial Partners, LLC | 32,490 | $966.0K | 0.49% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 32,500 | $967.0K | 0.56% | +32,500 | New |
| Koshinski Asset Management, Inc. | 32,577 | $968.8K | 0.08% | +8,370+34.6% | Added |
| Marcum Wealth, LLC | 32,672 | $972.0K | 0.15% | +8,231+33.7% | Added |
| Adirondack Trust Co | 26,880 | $972.0K | 0.46% | +17,920+200.0% | Added |
| WMS Partners, LLC | 32,856 | $977.0K | 0.14% | +20+0.1% | Added |
| EP Wealth Advisors, LLC | 32,950 | $980.0K | 0.03% | −20,907−38.8% | Reduced |
| Valmark Advisers, Inc. | 33,270 | $989.0K | 0.02% | +654+2.0% | Added |
| Parsec Financial Management, Inc. | 27,842 | $989.0K | 0.04% | +1,296+4.9% | Added |
| Brown Brothers Harriman & Co | 33,417 | $994.0K | 0.01% | +141+0.4% | Added |
| Vestcor Inc | 33,488 | $996.0K | 0.04% | −4,891−12.7% | Reduced |
| WealthShield Partners, LLC | 33,567 | $998.0K | 0.27% | +474+1.4% | Added |
| Jacobi Capital Management LLC | 33,601 | $1.00M | 0.13% | −1,304−3.7% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 33,673 | $1.00M | 0.17% | −3,431−9.2% | Reduced |
| Kore Private Wealth LLC | 33,796 | $1.00M | 0.11% | +49+0.1% | Added |
| Terra Nova Asset Management LLC | 33,984 | $1.01M | 0.81% | +2,221+7.0% | Added |
| Pensionfund DSM Netherlands | 34,000 | $1.01M | 0.13% | +34,000 | New |
| Godshalk Welsh Capital Management, Inc. | 34,050 | $1.01M | 0.63% | +150+0.4% | Added |
| Boyd Watterson Asset Management LLC | 34,233 | $1.02M | 0.38% | +642+1.9% | Added |
| Pitcairn Co | 34,352 | $1.02M | 0.07% | −145−0.4% | Reduced |
| MUFG Americas Holdings Corp | 34,511 | $1.03M | 0.02% | −493−1.4% | Reduced |
| Fairfield, Bush & Co. | 34,800 | $1.03M | 0.34% | −7,000−16.7% | Reduced |
| Illinois Municipal Retirement Fund | 34,821 | $1.04M | 0.04% | 00.0% | Unchanged |
| First Hawaiian Bank | 35,211 | $1.05M | 0.04% | −15,354−30.4% | Reduced |
| USA Financial Portformulas Corp | 35,502 | $1.06M | 0.94% | +3,030+9.3% | Added |
| Pinnacle Financial Partners Inc | 35,815 | $1.06M | 0.04% | +23,838+199.0% | Added |
| Thoroughbred Financial Services, LLC | 35,879 | $1.07M | 0.26% | −56−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 35,868 | $1.07M | 0.14% | +2,487+7.5% | Added |
| Weil Company, Inc. | 36,000 | $1.07M | 0.56% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.07M | 0.22% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 36,040 | $1.07M | 0.01% | +10,496+41.1% | Added |
| SkyOak Wealth, LLC | 36,225 | $1.08M | 0.29% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 36,268 | $1.08M | 0.83% | +2,775+8.3% | Added |
| Meiji Yasuda Life Insurance Co | 36,271 | $1.08M | 0.02% | +14,710+68.2% | Added |
| Chatham Capital Group, Inc. | 36,300 | $1.08M | 0.21% | 00.0% | Unchanged |
| Washington Trust Co | 36,321 | $1.08M | 0.03% | +75+0.2% | Added |
| Sawgrass Asset Management LLC | 36,344 | $1.08M | 0.11% | −17,230−32.2% | Reduced |
| Wedbush Securities Inc | 36,378 | $1.08M | 0.05% | −716−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 36,423 | $1.08M | 0.03% | −26,248−41.9% | Reduced |
| Lynch & Associates | 36,488 | $1.08M | 0.28% | +20.0% | Added |
| Wendell David Associates Inc | 36,504 | $1.09M | 0.12% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.09M | 0.41% | +750+2.1% | Added |
| Foundations Investment Advisors, LLC | 34,827 | $1.09M | 0.05% | −31−0.1% | Reduced |
| Marshall Financial Group LLC | 36,878 | $1.10M | 0.57% | +2,576+7.5% | Added |
| Point72 Hong Kong Ltd | 37,163 | $1.10M | 0.09% | −218,792−85.5% | Reduced |
| Veriti Management LLC | 37,347 | $1.11M | 0.16% | −1,406−3.6% | Reduced |
| Sheets Smith Wealth Management | 37,519 | $1.12M | 0.15% | +100.0% | Added |
| Biltmore Wealth Management, LLC | 37,529 | $1.12M | 0.45% | +12,129+47.8% | Added |
| Roundview Capital LLC | 37,564 | $1.12M | 0.12% | +1,534+4.3% | Added |
| 1832 Asset Management L.P. | 37,200 | $1.12M | 0.00% | +36,200+3,620.0% | Added |
| Atria Investments LLC | 37,927 | $1.13M | 0.02% | +6,077+19.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 38,186 | $1.14M | 0.10% | −952−2.4% | Reduced |
| Connors Investor Services Inc | 38,357 | $1.14M | 0.12% | −11,200−22.6% | Reduced |
| Icon Advisers Inc | 38,400 | $1.14M | 0.19% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 38,514 | $1.15M | 0.04% | +888+2.4% | Added |
| Equitable Holdings, Inc. | 38,954 | $1.16M | 0.02% | +10,126+35.1% | Added |
| Deseret Mutual Benefit Administrators | 39,027 | $1.16M | 0.21% | +26,334+207.5% | Added |
| Woodmont Investment Counsel LLC | 39,378 | $1.17M | 0.17% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 39,373 | $1.17M | 0.04% | +1,903+5.1% | Added |
| First Business Financial Services, Inc. | 39,456 | $1.17M | 0.13% | +1,454+3.8% | Added |
| Redwood Investment Management, LLC | 39,442 | $1.17M | 0.17% | +39,442 | New |
| Weatherly Asset Management L. P. | 39,577 | $1.18M | 0.14% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 39,569 | $1.18M | 0.00% | +761+2.0% | Added |
| Vaughan David Investments LLC | 39,600 | $1.18M | 0.04% | −1,500−3.6% | Reduced |
| Leavell Investment Management, Inc. | 39,725 | $1.18M | 0.09% | +25,790+185.1% | Added |
| Optiver Holding B.V. | 39,955 | $1.19M | 0.00% | +39,220+5,336.1% | Added |
| Private Trust Co NA | 39,964 | $1.19M | 0.17% | −739−1.8% | Reduced |
| SeaCrest Wealth Management, LLC | 39,988 | $1.19M | 0.14% | +190.0% | Added |
| Ally Financial Inc. | 40,000 | $1.19M | 0.12% | +40,000 | New |
| Cohen Klingenstein LLC | 40,500 | $1.20M | 0.05% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 40,511 | $1.20M | 0.79% | +580+1.5% | Added |
| IHT Wealth Management, LLC | 40,527 | $1.21M | 0.10% | −15,806−28.1% | Reduced |
| Verus Financial Partners, Inc. | 35,413 | $1.21M | 0.18% | −614−1.7% | Reduced |
| Ossiam | 40,799 | $1.21M | 0.03% | +9,173+29.0% | Added |
| Kestra Private Wealth Services, LLC | 41,070 | $1.22M | 0.07% | −9,631−19.0% | Reduced |
| Fiduciary Trust Co | 41,093 | $1.22M | 0.02% | −1,531−3.6% | Reduced |
| Transcend Wealth Collective, LLC | 34,288 | $1.22M | 0.11% | +1,558+4.8% | Added |
| Decatur Capital Management, Inc. | 41,291 | $1.23M | 0.81% | −48,634−54.1% | Reduced |
| Guardian Investment Management | 41,400 | $1.23M | 0.91% | −3,830−8.5% | Reduced |
| 55I, LLC | 41,410 | $1.23M | 0.04% | +1,044+2.6% | Added |
| Banque Cantonale Vaudoise | 41,980 | $1.25M | 0.05% | +25,620+156.6% | Added |