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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 5,523 | $164.0K | 0.04% | +699+14.5% | Added |
| MCF Advisors LLC | 5,464 | $162.0K | 0.02% | +1,840+50.8% | Added |
| Carmichael Hill & Associates, Inc. | 5,400 | $161.0K | 0.09% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,408 | $161.0K | 0.03% | +2,480+84.7% | Added |
| Global Retirement Partners, LLC | 5,340 | $159.0K | 0.02% | +504+10.4% | Added |
| Valley National Advisers Inc | 5,184 | $154.0K | 0.03% | −200−3.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,957 | $152.0K | 0.00% | −1,523−43.8% | Reduced |
| Peoples Financial Services Corp. | 5,100 | $152.0K | 0.06% | +3,400+200.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,085 | $151.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,051 | $150.0K | 0.04% | −185−3.5% | Reduced |
| Northern Oak Wealth Management Inc | 5,060 | $150.0K | 0.02% | 00.0% | Unchanged |
| Ade, LLC | 4,800 | $143.0K | 0.13% | 00.0% | Unchanged |
| Odey Asset Management Group Ltd | 4,800 | $143.0K | 0.04% | +3,200+200.0% | Added |
| Private Capital Group, LLC | 4,691 | $140.0K | 0.03% | −13−0.3% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,698 | $140.0K | 0.05% | +12+0.3% | Added |
| Tradition Wealth Management, LLC | 4,650 | $138.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,560 | $136.0K | 0.06% | −3,858−45.8% | Reduced |
| Hanson & Doremus Investment Management | 4,584 | $136.0K | 0.03% | +3,531+335.3% | Added |
| Ritter Daniher Financial Advisory, LLC | 4,350 | $129.0K | 0.09% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,302 | $127.9K | 0.01% | +2,868+200.0% | Added |
| Old North State Trust, LLC | 4,200 | $125.0K | 0.11% | 00.0% | Unchanged |
| Country Trust Bank | 4,215 | $125.0K | 0.00% | +2,820+202.2% | Added |
| Stephenson National Bank & Trust | 4,200 | $125.0K | 0.08% | +4,200 | New |
| FAI Wealth Management | 4,170 | $124.0K | 0.11% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,099 | $122.0K | 0.03% | +580+16.5% | Added |
| Pacitti Group Inc. | 3,679 | $109.0K | 0.07% | – | – |
| Wagner Wealth Management, LLC | 3,019 | $109.0K | 0.09% | +5+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,271 | $97.0K | 0.00% | +123+3.9% | Added |
| Newbridge Financial Services Group, Inc. | 3,264 | $97.0K | 0.06% | +183+5.9% | Added |
| Massmutual Trust Co FSB | 3,209 | $95.0K | 0.00% | −1,149−26.4% | Reduced |
| Hexagon Capital Partners LLC | 3,201 | $95.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 3,150 | $94.0K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,006 | $89.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,847 | $85.0K | 0.03% | +1,840+182.7% | Added |
| Baystate Wealth Management LLC | 2,808 | $84.0K | 0.01% | +9+0.3% | Added |
| Laffer Tengler Investments | 2,772 | $82.4K | 0.02% | +2,772 | New |
| BerganKDV Wealth Management, LLC | 2,677 | $80.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,679 | $80.0K | 0.02% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 2,697 | $80.0K | 0.03% | +2,697 | New |
| Dividend Assets Capital, LLC | 2,587 | $77.0K | 0.02% | +169+7.0% | Added |
| Tradewinds Capital Management, LLC | 2,511 | $75.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 2,532 | $75.0K | 0.05% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | – | $75.0K | 0.01% | – | – |
| Costello Asset Management, INC | 2,503 | $74.0K | 0.05% | +94+3.9% | Added |
| PFG Private Wealth Management, LLC | 2,457 | $73.0K | 0.04% | +2,457 | New |
| Endurance Wealth Management, Inc. | 2,430 | $72.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,405 | $72.0K | 0.02% | +3+0.1% | Added |
| Key Financial Inc | 2,343 | $70.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,281 | $67.8K | 0.03% | +13+0.6% | Added |
| Zions Bancorporation, N.A. | 2,266 | $67.0K | 0.01% | −230−9.2% | Reduced |
| Silvant Capital Management LLC | 2,199 | $65.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 2,148 | $64.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,101 | $63.0K | 0.02% | +6+0.3% | Added |
| Truehand, Inc | 2,100 | $62.0K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,064 | $61.0K | 0.01% | −10.0% | Reduced |
| Clean Yield Group | 1,974 | $59.0K | 0.02% | +345+21.2% | Added |
| Kelly Lawrence W & Associates Inc | 1,950 | $58.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $58.0K | 0.02% | +37+1.9% | Added |
| Harvest Fund Management Co., Ltd | 1,974 | $58.0K | 0.01% | +1,011+105.0% | Added |
| Riverview Trust Co | 1,875 | $56.0K | 0.06% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,820 | $54.0K | 0.02% | −226−11.0% | Reduced |
| Acima Private Wealth, LLC | 1,800 | $54.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,800 | $54.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,815 | $54.0K | 0.01% | +252+16.1% | Added |
| Godsey & Gibb Associates | 1,632 | $49.0K | 0.02% | +1,632 | New |
| Ovata Capital Management Ltd | 1,646 | $49.0K | 0.02% | +1,646 | New |
| Trust Co | 1,629 | $48.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,575 | $47.0K | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 1,564 | $47.0K | 0.00% | +45+3.0% | Added |
| Accel Wealth Management | 1,520 | $45.0K | 0.03% | +4+0.3% | Added |
| Private Ocean, LLC | 1,509 | $45.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,500 | $45.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,521 | $45.0K | 0.01% | +57+3.9% | Added |
| Meridian Wealth Partners, LLC | 1,517 | $45.0K | 0.01% | +1,517 | New |
| Tarbox Family Office, Inc. | 1,473 | $44.0K | 0.01% | −102−6.5% | Reduced |
| Versant Capital Management, Inc | 1,470 | $44.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,479 | $44.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,425 | $42.4K | 0.05% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,403 | $42.0K | 0.01% | +113+8.8% | Added |
| Catalyst Capital Advisors LLC | 1,354 | $40.0K | 0.00% | −50−3.6% | Reduced |
| Larson Financial Group LLC | 1,328 | $40.0K | 0.01% | −64−4.6% | Reduced |
| Cypress Capital Management LLC (WY) | 1,350 | $40.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,284 | $38.2K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,290 | $38.0K | 0.01% | +1,290 | New |
| Raffa Wealth Management, LLC | 1,272 | $37.8K | 0.01% | +69+5.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,245 | $37.0K | 0.00% | +27+2.2% | Added |
| Regency Capital Management Inc. | 1,200 | $36.0K | 0.03% | −40,472−97.1% | Reduced |
| Baldwin Brothers Inc | 1,155 | $34.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,125 | $34.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,131 | $33.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,113 | $33.0K | 0.02% | +2+0.2% | Added |
| Sterling Financial Planning, Inc. | 1,125 | $33.0K | 0.02% | +975+650.0% | Added |
| American State Bank (Iowa) | 1,050 | $31.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,049 | $31.0K | 0.00% | −1,122−51.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,033 | $31.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,017 | $30.0K | 0.00% | +306+43.0% | Added |
| MBM Wealth Consultants, LLC | 1,000 | $30.0K | 0.01% | +1,000 | New |
| CVA Family Office, LLC | 367 | $29.0K | 0.02% | −3,752−91.1% | Reduced |
| Pacific Center for Financial Services | 969 | $29.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 938 | $28.0K | 0.00% | −575,062−99.8% | Reduced |