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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 927 | $28.0K | 0.00% | +927 | New |
| Sageworth Trust Co | 900 | $27.0K | 0.00% | −5,400−85.7% | Reduced |
| Bellevue Asset Management, LLC | 900 | $27.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 904 | $27.0K | 0.00% | +46+5.4% | Added |
| Stonebridge Financial Planning Group, LLC | 750 | $27.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $27.0K | 0.02% | +900 | New |
| Carolinas Wealth Consulting LLC | 844 | $25.0K | 0.01% | +1+0.1% | Added |
| FinTrust Capital Advisors, LLC | 816 | $24.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 810 | $24.0K | 0.00% | +1+0.1% | Added |
| American National Bank | 810 | $24.0K | 0.01% | +651+409.4% | Added |
| Disciplined Investments, LLC | 750 | $22.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 690 | $21.0K | 0.01% | +690 | New |
| HC Financial Advisors Inc | 658 | $20.0K | 0.01% | +2+0.3% | Added |
| Benjamin Edwards Inc | 687 | $20.0K | 0.01% | +687 | New |
| Mascoma Wealth Management LLC | 681 | $20.0K | 0.01% | +681 | New |
| Better Money Decisions, LLC | 642 | $19.0K | 0.02% | +1+0.2% | Added |
| Hudock, Inc. | 654 | $19.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 612 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 600 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 600 | $18.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 600 | $18.0K | 0.00% | +600 | New |
| TFC Financial Management | 576 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 561 | $17.0K | 0.00% | +561 | New |
| Consolidated Planning Corp | 555 | $17.0K | 0.01% | +555 | New |
| TSFG, LLC | 546 | $16.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 547 | $16.0K | 0.00% | +547 | New |
| Delos Wealth Advisors, LLC | 495 | $15.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 483 | $14.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 482 | $14.0K | 0.00% | −83,548−99.4% | Reduced |
| Focused Wealth Management, Inc | 461 | $14.0K | 0.00% | +2+0.4% | Added |
| Lenox Wealth Advisors, LLC | 486 | $14.0K | 0.00% | +51+11.7% | Added |
| Arrow Financial Corp | 450 | $13.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 441 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 452 | $13.0K | 0.00% | +251+124.9% | Added |
| Whittier Trust Co of Nevada Inc | 450 | $13.0K | 0.00% | +300+200.0% | Added |
| Simplex Trading, LLC | 379 | $12.0K | 0.00% | −10,051−96.4% | Reduced |
| Holloway Wealth Management, LLC | – | $12.0K | 0.00% | – | – |
| AllSquare Wealth Management LLC | 400 | $12.0K | 0.01% | +100+33.3% | Added |
| O'Dell Group, LLC | 403 | $12.0K | 0.00% | +403 | New |
| Howe & Rusling Inc | 354 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 381 | $11.0K | 0.00% | +381 | New |
| Proffitt & Goodson Inc | 303 | $9.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 291 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 264 | $8.00K | 0.00% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 155,367 | $7.00K | 0.08% | +56,296+56.8% | Added |
| Liberty Wealth Management LLC | 218 | $7.00K | 0.00% | +109+100.0% | Added |
| NVWM, LLC | 246 | $7.00K | 0.00% | +246 | New |
| St. Johns Investment Management Company, LLC | 195 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 204 | $6.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 177 | $6.00K | 0.00% | +177 | New |
| Parallax Volatility Advisers, L.P. | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 129 | $4.00K | 0.00% | +86+200.0% | Added |
| Wolff Wiese Magana LLC | 123 | $4.00K | 0.00% | +51+70.8% | Added |
| Lowe Wealth Advisors, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 108 | $3.00K | 0.00% | +108 | New |
| D'Orazio & Associates, Inc. | 105 | $3.00K | 0.00% | +105 | New |
| Red Tortoise LLC | 108 | $3.00K | 0.00% | +108 | New |
| Baldrige Asset Management LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 75 | $2.00K | 0.00% | +75 | New |
| Global Financial Private Client, LLC | 42 | $1.27K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 33 | $981 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $297 | 0.00% | – | – |
| Financial Enhancement Group LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | +2+33.3% | Added |
| JJJ Advisors Inc. | 13 | $0 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 1 | $0 | 0.00% | +1 | New |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −2,660,361−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −2,364,209−100.0% | Sold out |
| Pactiv General Employee Benefit Trust | 0 | $0 | 0.00% | −1,636,227−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −1,202,946−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −888,452−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −839,484−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −687,990−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −661,926−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −371,196−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −351,300−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −312,510−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −242,948−100.0% | Sold out |
| Schwab Charitable Fund | 0 | $0 | 0.00% | −191,217−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −142,200−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −126,000−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −123,000−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −110,725−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −93,860−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −75,691−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −70,580−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −51,144−100.0% | Sold out |
| Nikulski Financial, Inc. | 0 | $0 | 0.00% | −44,307−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −36,276−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −34,486−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −28,320−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −27,897−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −24,440−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −21,744−100.0% | Sold out |