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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 8,436 | $251.0K | 0.13% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 8,410 | $250.0K | 0.01% | +8,410 | New |
| BNC Wealth Management, LLC | 8,343 | $248.0K | 0.15% | 00.0% | Unchanged |
| Bridgeworth, LLC | 8,271 | $246.0K | 0.07% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 8,256 | $246.0K | 0.02% | +8,256 | New |
| Kendall Capital Management | 8,224 | $245.0K | 0.13% | −200−2.4% | Reduced |
| First Command Bank | 8,223 | $245.0K | 0.04% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 8,223 | $245.0K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 8,250 | $245.0K | 0.04% | +300+3.8% | Added |
| Sittner & Nelson, LLC | 8,245 | $245.0K | 0.16% | +311+3.9% | Added |
| NEXT Financial Group, Inc | 8,223 | $245.0K | 0.02% | +4,744+136.4% | Added |
| Auxier Asset Management | 8,166 | $243.0K | 0.04% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 8,175 | $243.0K | 0.04% | +1,506+22.6% | Added |
| West Family Investments, Inc. | 8,132 | $242.0K | 0.06% | +8,132 | New |
| Johnson Midwest Financial, LLC | 8,043 | $239.0K | 0.20% | +16+0.2% | Added |
| McClarren Financial Advisors, Inc. | 8,058 | $239.0K | 0.19% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 7,620 | $239.0K | 0.13% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,033 | $239.0K | 0.03% | +1,340+20.0% | Added |
| Court Place Advisors, LLC | 8,004 | $238.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,959 | $237.0K | 0.07% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,962 | $236.8K | 0.03% | +15+0.2% | Added |
| Day & Ennis, LLC | 7,932 | $236.0K | 0.08% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 7,920 | $236.0K | 0.17% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 7,846 | $233.0K | 0.07% | +108+1.4% | Added |
| Broderick Brian C | 7,800 | $232.0K | 0.06% | −2,400−23.5% | Reduced |
| Bryn Mawr Trust Co | 7,775 | $232.0K | 0.01% | −400−4.9% | Reduced |
| Davis R M Inc | 7,814 | $232.0K | 0.01% | −166−2.1% | Reduced |
| Financial Architects, Inc | 7,800 | $232.0K | 0.03% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 7,799 | $232.0K | 0.09% | 00.0% | Unchanged |
| Middleton & Co Inc | 7,770 | $231.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 7,779 | $231.0K | 0.15% | +291+3.9% | Added |
| Hilltop Holdings Inc. | 7,745 | $230.0K | 0.03% | +7,745 | New |
| Southland Equity Partners LLC | 7,667 | $228.0K | 0.10% | +20.0% | Added |
| Old Second National Bank of Aurora | 7,655 | $228.0K | 0.06% | −400−5.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 7,650 | $228.0K | 0.13% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 7,625 | $227.0K | 0.02% | −100−1.3% | Reduced |
| Ridgewood Investments LLC | 7,648 | $227.0K | 0.15% | +6+0.1% | Added |
| Red Wave Investments LLC | 7,631 | $227.0K | 0.08% | +365+5.0% | Added |
| Level Four Advisory Services, LLC | 7,601 | $226.0K | 0.02% | −10,094−57.0% | Reduced |
| Brighton Jones LLC | 7,590 | $226.0K | 0.01% | −550−6.8% | Reduced |
| ACG Wealth | 7,585 | $226.0K | 0.03% | −192−2.5% | Reduced |
| Mid Atlantic Financial Management Inc | 7,609 | $226.0K | 0.02% | +10.0% | Added |
| TrinityPoint Wealth, LLC | 7,563 | $225.0K | 0.04% | +532+7.6% | Added |
| CoreFirst Bank & Trust | 7,536 | $224.0K | 0.16% | +5,024+200.0% | Added |
| Boston Common Asset Management, LLC | 7,490 | $223.0K | 0.01% | −25−0.3% | Reduced |
| Avidian Wealth Solutions, LLC | 7,482 | $223.0K | 0.02% | +42+0.6% | Added |
| WealthPLAN Partners, LLC | 5,958 | $221.0K | 0.01% | +69+1.2% | Added |
| White Pine Capital LLC | 7,392 | $220.0K | 0.07% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7,433 | $220.0K | 0.13% | +3,548+91.3% | Added |
| Ameritas Investment Company, LLC | 7,330 | $218.0K | 0.01% | +1,943+36.1% | Added |
| BDO Wealth Advisors, LLC | 7,325 | $218.0K | 0.02% | −100−1.3% | Reduced |
| Qtron Investments LLC | 7,326 | $218.0K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,338 | $218.0K | 0.03% | +308+4.4% | Added |
| Orrstown Financial Services Inc | 7,284 | $217.0K | 0.34% | −480−6.2% | Reduced |
| HCR Wealth Advisors | 7,284 | $217.0K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 7,299 | $217.0K | 0.02% | +600+9.0% | Added |
| Townsend Asset Management Corp | 7,275 | $216.0K | 0.11% | 00.0% | Unchanged |
| Papp L Roy & Associates | 7,275 | $216.0K | 0.03% | +7,275 | New |
| Lake Street Financial LLC | 7,188 | $214.0K | 0.05% | −470−6.1% | Reduced |
| Capital One Financial Corp | 7,212 | $214.0K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $214.0K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 7,155 | $213.0K | 0.05% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 7,152 | $213.0K | 0.09% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 7,116 | $212.0K | 0.10% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,093 | $211.0K | 0.03% | +610+9.4% | Added |
| Bradley Foster & Sargent Inc | 7,077 | $210.0K | 0.00% | +192+2.8% | Added |
| McDonald Partners LLC | 7,050 | $210.0K | 0.05% | +300+4.4% | Added |
| Crawford Investment Counsel Inc | 7,038 | $209.0K | 0.00% | −78−1.1% | Reduced |
| Welch Group, LLC | 7,020 | $209.0K | 0.01% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,020 | $209.0K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 7,035 | $209.0K | 0.01% | +7,035 | New |
| HYA Advisors, Inc | 6,388 | $208.0K | 0.08% | 00.0% | Unchanged |
| Fulcrum Equity Management | 6,983 | $208.0K | 0.08% | +6,983 | New |
| Cozad Asset Management Inc | 6,975 | $207.0K | 0.03% | −990−12.4% | Reduced |
| Salem Capital Management Inc | 6,956 | $207.0K | 0.11% | 00.0% | Unchanged |
| Quest Capital Management Inc | 6,912 | $206.0K | 0.04% | +60+0.9% | Added |
| Signet Financial Management, LLC | 6,932 | $206.0K | 0.04% | +6,932 | New |
| Traphagen Investment Advisors LLC | 6,916 | $205.7K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 6,900 | $205.0K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,900 | $205.0K | 0.14% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 6,876 | $204.0K | 0.61% | −10,495−60.4% | Reduced |
| Front Row Advisors LLC | 6,850 | $204.0K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,846 | $204.0K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 6,837 | $204.0K | 0.05% | 00.0% | Unchanged |
| Headinvest, LLC | 6,816 | $203.0K | 0.04% | −201−2.9% | Reduced |
| J. W. Coons Advisors, LLC | 6,750 | $201.0K | 0.07% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,726 | $200.0K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,726 | $200.0K | 0.02% | +6,726 | New |
| Independence Bank of Kentucky | 6,675 | $199.0K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,646 | $198.0K | 0.08% | −395−5.6% | Reduced |
| Freedman Financial Associates, Inc. | 6,621 | $197.0K | 0.14% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,603 | $195.0K | 0.00% | −14,940−69.3% | Reduced |
| Lindbrook Capital, LLC | 6,257 | $186.0K | 0.05% | −4−0.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,147 | $183.0K | 0.04% | −168−2.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 6,057 | $180.0K | 0.11% | +10.0% | Added |
| Carderock Capital Management Inc | 6,000 | $178.0K | 0.05% | +6,000 | New |
| Creative Financial Designs Inc | 5,906 | $176.0K | 0.03% | +11+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,773 | $172.0K | 0.00% | +4,026+230.5% | Added |
| Riggs Asset Managment Co. Inc. | 5,610 | $167.0K | 0.05% | 00.0% | Unchanged |
| Agf Investments Inc. | 5,600 | $167.0K | 0.00% | +5,600 | New |