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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 11,448 | $340.5K | 0.10% | +7,632+200.0% | 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 |
| Fukoku Mutual Life Insurance Co | 11,360 | $338.0K | 0.03% | +500+4.6% | Added |
| 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 |
| Ashfield Capital Partners, LLC | 11,250 | $335.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11,243 | $334.0K | 0.05% | +62+0.6% | Added |
| 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 |
| First Nebraska Trust Co | 11,100 | $330.1K | 0.04% | +11,100 | New |
| Mitchell McLeod Pugh & Williams Inc | 11,084 | $330.0K | 0.12% | −600−5.1% | Reduced |
| 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 |
| Farmers National Bank | 3,598 | $326.5K | 0.13% | +3,598 | New |
| Jupiter Asset Management Ltd | 10,948 | $325.0K | 0.00% | +1,576+16.8% | Added |
| Summit Global Investments | 10,869 | $323.0K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10,835 | $322.0K | 0.07% | +200+1.9% | Added |
| 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 |
| Gradient Investments LLC | 10,744 | $320.0K | 0.01% | −158−1.4% | Reduced |
| 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 |
| Spreng Capital Management, Inc. | 10,438 | $317.0K | 0.20% | 00.0% | Unchanged |
| 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 |
| West Branch Capital LLC | 10,570 | $314.0K | 0.15% | +26+0.2% | 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 |
| 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 |
| 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 |
| 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 |
| Norway Savings Bank | 10,290 | $306.0K | 0.14% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,258 | $305.0K | 0.02% | −1,344−11.6% | Reduced |
| First Personal Financial Services | 10,230 | $304.0K | 0.08% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 10,200 | $303.0K | 0.02% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,146 | $302.0K | 0.19% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10,106 | $301.0K | 0.06% | −1,566−13.4% | Reduced |
| 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 |
| Berman Capital Advisors, LLC | 10,083 | $299.0K | 0.05% | +3,643+56.6% | 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 |
| 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 |
| Hamilton Point Investment Advisors, LLC | 9,900 | $294.0K | 0.08% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 9,868 | $293.0K | 0.02% | −319−3.1% | Reduced |
| 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 |
| Caldwell Trust Co | 9,705 | $288.6K | 0.04% | +6,470+200.0% | Added |
| Renaissance Investment Group LLC | 9,660 | $287.0K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 9,645 | $286.8K | 0.03% | −344−3.4% | 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 |
| RB Capital Management, LLC | 9,529 | $283.0K | 0.11% | −198−2.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 9,420 | $280.0K | 0.04% | +9,420 | New |
| BT Wealth Management LLC | 9,385 | $279.0K | 0.09% | +616+7.0% | Added |
| Miracle Mile Advisors, LLC | 9,344 | $278.0K | 0.01% | +9,344 | New |
| Douglas Lane & Associates, LLC | 9,310 | $277.0K | 0.00% | −240−2.5% | Reduced |
| Alhambra Investment Partners LLC | 9,330 | $277.0K | 0.21% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 9,320 | $277.0K | 0.07% | +10.0% | Added |
| Nelson Capital Management, LLC | 9,300 | $277.0K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9,300 | $277.0K | 0.01% | +600+6.9% | Added |
| Fieldpoint Private Securities, LLC | 9,297 | $276.0K | 0.06% | +135+1.5% | Added |
| Trustcore Financial Services, LLC | 9,296 | $276.0K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,243 | $275.0K | 0.05% | −63,156−87.2% | Reduced |
| Comerica Securities,inc. | 9,253 | $275.0K | 0.02% | +391+4.4% | Added |
| Kings Point Capital Management | 9,153 | $272.0K | 0.02% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 9,120 | $271.0K | 0.37% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 9,062 | $270.0K | 0.09% | +942+11.6% | Added |
| Continuum Advisory, LLC | 9,057 | $269.0K | 0.07% | −132−1.4% | Reduced |
| Greylin Investment Mangement Inc | 9,030 | $269.0K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 9,032 | $269.0K | 0.07% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 9,013 | $268.0K | 0.10% | −428−4.5% | Reduced |
| High Falls Advisors, Inc | 9,000 | $268.0K | 0.07% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 9,000 | $268.0K | 0.13% | 00.0% | Unchanged |
| Burleson & Company, LLC | 9,000 | $268.0K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 8,979 | $267.0K | 0.00% | 00.0% | Unchanged |
| Tufton Capital Management | 9,000 | $267.0K | 0.05% | 00.0% | Unchanged |
| IFG Advisors, LLC | 8,976 | $267.0K | 0.12% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,965 | $266.0K | 0.03% | +2,166+31.9% | Added |
| Stelac Advisory Services LLC | 8,861 | $264.0K | 0.07% | +2,690+43.6% | Added |
| Mattern Wealth Management LLC | 8,784 | $261.0K | 0.09% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 8,700 | $259.0K | 0.04% | −3,066−26.1% | Reduced |
| PFG Advisors | 8,629 | $257.0K | 0.03% | +264+3.2% | Added |
| Klingman & Associates, LLC | 8,593 | $256.0K | 0.02% | −1,256−12.8% | Reduced |
| Live Oak Private Wealth LLC | 8,614 | $256.0K | 0.05% | +1,720+24.9% | Added |
| Assetmark, Inc | 8,597 | $256.0K | 0.00% | +3,854+81.3% | Added |
| Paradigm Asset Management Co LLC | 8,600 | $255.8K | 0.07% | −1,000−10.4% | Reduced |
| TFG Advisers LLC | 8,426 | $251.0K | 0.12% | −107−1.3% | Reduced |