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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 37,200 | $1.12M | 0.00% | +36,200+3,620.0% | Added |
| Roundview Capital LLC | 37,564 | $1.12M | 0.12% | +1,534+4.3% | Added |
| Sheets Smith Wealth Management | 37,519 | $1.12M | 0.15% | +100.0% | Added |
| Biltmore Wealth Management, LLC | 37,529 | $1.12M | 0.45% | +12,129+47.8% | Added |
| Veriti Management LLC | 37,347 | $1.11M | 0.16% | −1,406−3.6% | Reduced |
| Point72 Hong Kong Ltd | 37,163 | $1.10M | 0.09% | −218,792−85.5% | Reduced |
| Marshall Financial Group LLC | 36,878 | $1.10M | 0.57% | +2,576+7.5% | Added |
| Foundations Investment Advisors, LLC | 34,827 | $1.09M | 0.05% | −31−0.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.09M | 0.41% | +750+2.1% | Added |
| Wendell David Associates Inc | 36,504 | $1.09M | 0.12% | 00.0% | Unchanged |
| Lynch & Associates | 36,488 | $1.08M | 0.28% | +20.0% | Added |
| Stratos Wealth Partners, LTD. | 36,423 | $1.08M | 0.03% | −26,248−41.9% | Reduced |
| Wedbush Securities Inc | 36,378 | $1.08M | 0.05% | −716−1.9% | Reduced |
| Sawgrass Asset Management LLC | 36,344 | $1.08M | 0.11% | −17,230−32.2% | Reduced |
| Chatham Capital Group, Inc. | 36,300 | $1.08M | 0.21% | 00.0% | Unchanged |
| Washington Trust Co | 36,321 | $1.08M | 0.03% | +75+0.2% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 36,268 | $1.08M | 0.83% | +2,775+8.3% | Added |
| Meiji Yasuda Life Insurance Co | 36,271 | $1.08M | 0.02% | +14,710+68.2% | Added |
| SkyOak Wealth, LLC | 36,225 | $1.08M | 0.29% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 36,040 | $1.07M | 0.01% | +10,496+41.1% | Added |
| Weil Company, Inc. | 36,000 | $1.07M | 0.56% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.07M | 0.22% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 35,879 | $1.07M | 0.26% | −56−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 35,868 | $1.07M | 0.14% | +2,487+7.5% | Added |
| Pinnacle Financial Partners Inc | 35,815 | $1.06M | 0.04% | +23,838+199.0% | Added |
| USA Financial Portformulas Corp | 35,502 | $1.06M | 0.94% | +3,030+9.3% | Added |
| First Hawaiian Bank | 35,211 | $1.05M | 0.04% | −15,354−30.4% | Reduced |
| Illinois Municipal Retirement Fund | 34,821 | $1.04M | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 34,800 | $1.03M | 0.34% | −7,000−16.7% | Reduced |
| MUFG Americas Holdings Corp | 34,511 | $1.03M | 0.02% | −493−1.4% | Reduced |
| Pitcairn Co | 34,352 | $1.02M | 0.07% | −145−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 34,233 | $1.02M | 0.38% | +642+1.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 34,050 | $1.01M | 0.63% | +150+0.4% | Added |
| Terra Nova Asset Management LLC | 33,984 | $1.01M | 0.81% | +2,221+7.0% | Added |
| Pensionfund DSM Netherlands | 34,000 | $1.01M | 0.13% | +34,000 | New |
| Kore Private Wealth LLC | 33,796 | $1.00M | 0.11% | +49+0.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 33,673 | $1.00M | 0.17% | −3,431−9.2% | Reduced |
| Jacobi Capital Management LLC | 33,601 | $1.00M | 0.13% | −1,304−3.7% | Reduced |
| WealthShield Partners, LLC | 33,567 | $998.0K | 0.27% | +474+1.4% | Added |
| Vestcor Inc | 33,488 | $996.0K | 0.04% | −4,891−12.7% | Reduced |
| Brown Brothers Harriman & Co | 33,417 | $994.0K | 0.01% | +141+0.4% | Added |
| Valmark Advisers, Inc. | 33,270 | $989.0K | 0.02% | +654+2.0% | Added |
| Parsec Financial Management, Inc. | 27,842 | $989.0K | 0.04% | +1,296+4.9% | Added |
| EP Wealth Advisors, LLC | 32,950 | $980.0K | 0.03% | −20,907−38.8% | Reduced |
| WMS Partners, LLC | 32,856 | $977.0K | 0.14% | +20+0.1% | Added |
| Marcum Wealth, LLC | 32,672 | $972.0K | 0.15% | +8,231+33.7% | Added |
| Adirondack Trust Co | 26,880 | $972.0K | 0.46% | +17,920+200.0% | Added |
| Koshinski Asset Management, Inc. | 32,577 | $968.8K | 0.08% | +8,370+34.6% | Added |
| Fortis Capital Management LLC | 32,500 | $967.0K | 0.56% | +32,500 | New |
| Curran Financial Partners, LLC | 32,490 | $966.0K | 0.49% | 00.0% | Unchanged |
| Intersect Capital LLC | 32,450 | $965.0K | 0.17% | −47−0.1% | Reduced |
| United Bank | 32,415 | $964.0K | 0.13% | +21,610+200.0% | Added |
| Main Street Financial Solutions, LLC | 32,312 | $961.0K | 0.15% | −495−1.5% | Reduced |
| Wellington Shields & Co., LLC | 32,110 | $955.0K | 0.33% | −1,190−3.6% | Reduced |
| Maryland Capital Management | 32,039 | $953.0K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 32,058 | $953.0K | 0.10% | +16,433+105.2% | Added |
| Unio Capital LLC | 31,920 | $949.0K | 0.42% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 31,874 | $948.0K | 0.20% | +67+0.2% | Added |
| Eudaimonia Partners, LLC | 31,797 | $946.0K | 0.17% | +666+2.1% | Added |
| Procyon Private Wealth Partners, LLC | 31,267 | $930.0K | 0.24% | +606+2.0% | Added |
| Blueshift Asset Management, LLC | 31,005 | $922.0K | 0.05% | +15,573+100.9% | Added |
| Symmetry Partners, LLC | 29,307 | $921.0K | 0.06% | −1,353−4.4% | Reduced |
| Legacy Private Trust Co. | 30,873 | $918.0K | 0.07% | 00.0% | Unchanged |
| Seeyond | 30,700 | $913.0K | 0.09% | −3,176−9.4% | Reduced |
| Valeo Financial Advisors, LLC | 30,703 | $913.0K | 0.05% | +8,440+37.9% | Added |
| Atlantic Union Bankshares Corp | 30,594 | $910.0K | 0.09% | 00.0% | Unchanged |
| Systematic Financial Management LP | 30,600 | $910.0K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 30,533 | $908.0K | 0.16% | +30,533 | New |
| Souders Financial Advisors | 30,469 | $906.0K | 0.29% | +18,039+145.1% | Added |
| We Are One Seven, LLC | 24,939 | $902.0K | 0.11% | +171+0.7% | Added |
| Sawtooth Solutions, LLC | 30,292 | $901.0K | 0.14% | +3,256+12.0% | Added |
| Benin Management CORP | 30,300 | $901.0K | 0.29% | +3,300+12.2% | Added |
| First National Bank of South Miami | 30,228 | $899.0K | 0.60% | −147−0.5% | Reduced |
| Vista Investment Management | 30,102 | $895.0K | 0.52% | −69−0.2% | Reduced |
| Peoples Bank | 29,988 | $892.0K | 0.47% | −408−1.3% | Reduced |
| Harbor Advisors LLC | 30,000 | $892.0K | 0.18% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 29,974 | $891.0K | 0.62% | +492+1.7% | Added |
| Wealthspire Advisors, LLC | 29,894 | $889.0K | 0.02% | +29,894 | New |
| Resources Management Corp | 29,816 | $887.0K | 0.13% | −100−0.3% | Reduced |
| PBMares Wealth Management LLC | 29,826 | $887.0K | 0.42% | +1,728+6.1% | Added |
| Fruth Investment Management | 29,700 | $883.0K | 0.27% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 29,042 | $882.0K | 0.02% | −16,463−36.2% | Reduced |
| Engrave Wealth Partners LLC | 29,657 | $882.0K | 0.26% | +20.0% | Added |
| MAI Capital Management | 29,573 | $880.0K | 0.02% | −1,122−3.7% | Reduced |
| Modera Wealth Management, LLC | 29,543 | $879.0K | 0.05% | +5,958+25.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 29,535 | $878.0K | 0.16% | +29,535 | New |
| Empirical Finance, LLC | 29,221 | $869.0K | 0.13% | +1,624+5.9% | Added |
| Lowe Brockenbrough & Co Inc | 29,226 | $869.0K | 0.07% | +11,361+63.6% | Added |
| Markston International LLC | 29,120 | $866.0K | 0.81% | −41,505−58.8% | Reduced |
| Sanford Advisory Services, LLC | 29,070 | $865.0K | 0.22% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 29,017 | $863.0K | 0.17% | −982−3.3% | Reduced |
| Morse Asset Management, Inc | 28,960 | $861.0K | 0.21% | +100.0% | Added |
| XML Financial, LLC | 28,833 | $857.0K | 0.11% | +28,833 | New |
| Johnson Financial Group, Inc. | 28,722 | $854.0K | 0.06% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 28,590 | $850.0K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 28,465 | $847.0K | 0.21% | +1,945+7.3% | Added |
| Corient Capital Partners, LLC | 28,413 | $845.0K | 0.06% | −1,324−4.5% | Reduced |
| Country Club Trust Company, n.a. | 27,720 | $842.0K | 0.07% | +4,440+19.1% | Added |
| Clarius Group, LLC | 28,186 | $838.0K | 0.08% | +387+1.4% | Added |
| Northstar Group, Inc. | 28,032 | $834.0K | 0.22% | 00.0% | Unchanged |