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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 15,344 | $456.0K | 0.05% | +2,688+21.2% | Added |
| FRG Family Wealth Advisors LLC | 15,300 | $455.0K | 0.09% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 15,282 | $454.0K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,205 | $452.0K | 0.02% | −498−3.2% | Reduced |
| IVC Wealth Advisors LLC | 15,169 | $451.0K | 0.31% | −2,900−16.0% | Reduced |
| Everett Harris & Co | 15,069 | $448.0K | 0.01% | −1,038−6.4% | Reduced |
| 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 |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 14,839 | $441.0K | 0.08% | +2,741+22.7% | Added |
| 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 |
| 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 |
| 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 |
| Leonteq Securities AG | 14,503 | $431.3K | 0.02% | +5,374+58.9% | Added |
| 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 |
| Manchester Capital Management LLC | 14,370 | $427.0K | 0.06% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 14,330 | $426.0K | 0.12% | −400−2.7% | Reduced |
| Gables Capital Management Inc. | 14,250 | $424.0K | 0.28% | −300−2.1% | Reduced |
| 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 |
| 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 |
| 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 |
| First Citizens Bank & Trust Co | 13,842 | $412.0K | 0.02% | −924−6.3% | Reduced |
| Echo Street Capital Management LLC | 13,803 | $411.0K | 0.00% | +2,856+26.1% | Added |
| 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 |
| Girard Partners Ltd. | 13,747 | $408.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Stonnington Group, LLC | 12,385 | $405.0K | 0.09% | +100+0.8% | Added |
| 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 |
| MEMBERS Trust Co | 13,200 | $401.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Frontier Wealth Management LLC | 13,236 | $394.0K | 0.03% | +335+2.6% | 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 |
| Selective Wealth Management, Inc. | 13,146 | $391.0K | 0.21% | +4,350+49.5% | Added |
| 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 |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $385.0K | 0.57% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,894 | $383.0K | 0.09% | +12,894 | New |
| 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 |
| 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 |
| Wealthcare Advisory Partners LLC | 12,712 | $378.0K | 0.02% | +4,227+49.8% | Added |
| CWM Advisors, LLC | 12,688 | $377.0K | 0.05% | −152,936−92.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $375.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| KCS Wealth Advisory | 12,521 | $372.0K | 0.18% | −160−1.3% | Reduced |
| 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 |
| 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 |
| 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 |
| Engine No. 1 LLC | 12,140 | $361.0K | 0.09% | +4,881+67.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,065 | $359.0K | 0.23% | +8,110+205.1% | Added |
| Kozak & Associates, Inc. | 10,156 | $357.0K | 0.21% | +10,156 | New |
| Joel Isaacson & Co., LLC | 11,966 | $356.0K | 0.03% | +5,480+84.5% | Added |
| 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 |
| Alps Advisors Inc | 11,917 | $354.0K | 0.00% | +11,917 | New |
| 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 |
| Choate Investment Advisors | 11,736 | $349.0K | 0.02% | −558−4.5% | 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 |
| Reilly Financial Advisors, LLC | 11,664 | $347.0K | 0.03% | −42−0.4% | Reduced |
| 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 |
| 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 |