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 |
|---|---|---|---|---|---|
| Canandaigua National Corp | 27,905 | $830.0K | 0.14% | +5,075+22.2% | Added |
| Marco Investment Management LLC | 27,854 | $828.0K | 0.09% | −100−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 27,634 | $822.0K | 0.38% | +262+1.0% | Added |
| Washington Trust Bank | 27,390 | $815.0K | 0.10% | −2,001−6.8% | Reduced |
| Valley Brook Capital Group | 27,375 | $814.0K | 0.81% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 27,300 | $812.0K | 0.79% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 27,266 | $811.0K | 0.47% | +20,864+325.9% | Added |
| Philadelphia Trust Co | 27,225 | $810.0K | 0.06% | −900−3.2% | Reduced |
| RMR Wealth Builders | 27,210 | $809.0K | 0.24% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 27,106 | $806.0K | 0.06% | −361−1.3% | Reduced |
| Howland Capital Management LLC | 27,030 | $804.0K | 0.04% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 27,000 | $803.0K | 0.65% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 26,941 | $801.0K | 0.23% | +26,941 | New |
| Navalign, LLC | 26,913 | $800.0K | 0.34% | +195+0.7% | Added |
| Kovitz Investment Group Partners, LLC | 26,610 | $791.0K | 0.02% | +26,610 | New |
| Flagship Harbor Advisors, LLC | 25,028 | $790.0K | 0.08% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 26,389 | $785.0K | 0.36% | +26,389 | New |
| Qube Research & Technologies Ltd | 26,247 | $781.0K | 0.01% | −144,350−84.6% | Reduced |
| Lyell Wealth Management, LP | 26,256 | $781.0K | 0.09% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 26,250 | $781.0K | 0.36% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 26,265 | $781.0K | 0.03% | +26,265 | New |
| Conning Inc. | 26,171 | $778.0K | 0.02% | −3,520−11.9% | Reduced |
| Conway Capital Management, Inc. | 26,100 | $776.2K | 0.53% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 26,070 | $775.0K | 0.18% | +2,025+8.4% | Added |
| Federated Hermes, Inc. | 26,061 | $775.0K | 0.00% | +2,793+12.0% | Added |
| Oakworth Capital, Inc. | 25,944 | $772.0K | 0.07% | +717+2.8% | Added |
| Simmons Bank | 25,770 | $767.0K | 0.06% | −207−0.8% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 25,667 | $763.0K | 0.16% | −1,600−5.9% | Reduced |
| Fulton Bank, N.A. | 25,629 | $762.0K | 0.04% | +19,376+309.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 25,562 | $760.0K | 0.04% | +1,181+4.8% | Added |
| Lincoln National Corp | 25,541 | $759.0K | 0.02% | −3,055−10.7% | Reduced |
| Orion Portfolio Solutions, LLC | 25,503 | $758.0K | 0.03% | +1,828+7.7% | Added |
| Signaturefd, LLC | 25,457 | $757.0K | 0.03% | +1,153+4.7% | Added |
| Cutter & CO Brokerage, Inc. | 25,388 | $755.0K | 0.18% | −597−2.3% | Reduced |
| Heritage Wealth Management, LLC | 25,368 | $754.0K | 0.27% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 25,276 | $752.0K | 0.09% | +694+2.8% | Added |
| Welch & Forbes LLC | 25,260 | $751.0K | 0.01% | +2,760+12.3% | Added |
| Symphony Financial, Ltd. Co. | 24,708 | $750.0K | 0.26% | +3,217+15.0% | Added |
| Connecticut Wealth Management, LLC | 25,124 | $747.0K | 0.07% | +7,938+46.2% | Added |
| Snowden Capital Advisors LLC | 25,065 | $745.4K | 0.04% | +693+2.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 26,466 | $743.0K | 0.05% | +4,701+21.6% | Added |
| Venturi Wealth Management, LLC | 24,773 | $737.0K | 0.06% | −10,690−30.1% | Reduced |
| Essex Financial Services, Inc. | 24,702 | $735.0K | 0.08% | +22,117+855.6% | Added |
| StoneX Group Inc. | 24,461 | $727.0K | 0.10% | −28−0.1% | Reduced |
| Sanders Morris Harris LLC | 22,500 | $727.0K | 0.13% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 24,356 | $724.0K | 0.01% | +3,725+18.1% | Added |
| Marshall Wace North America L.P. | 24,286 | $722.0K | 0.00% | −94,087−79.5% | Reduced |
| Maven Securities LTD | 24,229 | $721.0K | 0.08% | +13,385+123.4% | Added |
| Wright Investors Service Inc | 23,975 | $713.0K | 0.20% | −82−0.3% | Reduced |
| Smithfield Trust Co | 23,950 | $713.0K | 0.05% | +16,065+203.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 23,927 | $712.0K | 0.32% | +27+0.1% | Added |
| Latitude Advisors, LLC | 23,933 | $712.0K | 0.23% | +11,968+100.0% | Added |
| Pettyjohn, Wood & White, Inc | 23,875 | $710.0K | 0.16% | −200−0.8% | Reduced |
| Arkadios Wealth Advisors | 23,628 | $702.0K | 0.10% | +1,624+7.4% | Added |
| Chicago Trust Co NA | 23,616 | $702.0K | 0.15% | +15,744+200.0% | Added |
| Belpointe Asset Management LLC | 23,506 | $699.0K | 0.05% | +7,489+46.8% | Added |
| Pioneer Trust Bank N A | 23,385 | $695.0K | 0.20% | +15,590+200.0% | Added |
| Park Avenue Securities LLC | 23,320 | $694.0K | 0.01% | +15,505+198.4% | Added |
| Cypress Capital Group | 23,225 | $691.0K | 0.09% | +125+0.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 23,023 | $685.0K | 0.03% | −4,097−15.1% | Reduced |
| New Capital Management LP | 20,956 | $682.0K | 0.38% | +20,956 | New |
| Edgemoor Investment Advisors, Inc. | 22,869 | $680.0K | 0.08% | −180−0.8% | Reduced |
| Citizens Financial Group Inc | 22,870 | $680.0K | 0.03% | +5,031+28.2% | Added |
| Centiva Capital, LP | 22,761 | $677.0K | 0.05% | −14,609−39.1% | Reduced |
| Intrust Bank NA | 22,701 | $675.0K | 0.09% | +195+0.9% | Added |
| Fragasso Group Inc. | 22,613 | $673.0K | 0.09% | +25+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 22,615 | $673.0K | 0.14% | +401+1.8% | Added |
| Argyle Capital Management Inc. | 22,572 | $671.0K | 0.22% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 22,591 | $671.0K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 22,548 | $671.0K | 0.04% | +435+2.0% | Added |
| Marathon Capital Management | 22,418 | $667.0K | 0.15% | +8,190+57.6% | Added |
| Rehmann Capital Advisory Group | 22,321 | $663.8K | 0.06% | −253−1.1% | Reduced |
| ARGI Investment Services, LLC | 22,294 | $663.0K | 0.02% | +615+2.8% | Added |
| Kingsview Wealth Management, LLC | 22,308 | $663.0K | 0.03% | +2,666+13.6% | Added |
| Syverson Strege & Co | 22,187 | $660.0K | 0.53% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22,208 | $660.0K | 0.02% | +558+2.6% | Added |
| Integrated Wealth Concepts LLC | 22,102 | $657.0K | 0.02% | +3,809+20.8% | Added |
| Bank of Hawaii | 22,026 | $655.0K | 0.04% | −900−3.9% | Reduced |
| Busey Wealth Management | 21,984 | $654.0K | 0.03% | +10,392+89.6% | Added |
| Davidson Trust Co | 21,930 | $652.0K | 0.50% | 00.0% | Unchanged |
| Rossmore Private Capital | 21,840 | $650.0K | 0.11% | +14,560+200.0% | Added |
| Covington Capital Management | 21,827 | $649.0K | 0.02% | −973−4.3% | Reduced |
| Unified Trust Company, N.A. | 21,750 | $647.0K | 0.19% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 21,731 | $646.0K | 0.42% | −85−0.4% | Reduced |
| Ninepoint Partners LP | 21,728 | $646.0K | 0.23% | +2,210+11.3% | Added |
| Southeast Asset Advisors Inc. | 21,561 | $641.0K | 0.11% | +27+0.1% | Added |
| Sandy Spring Bank | 21,497 | $640.0K | 0.03% | −889−4.0% | Reduced |
| Sentry Investment Management LLC | 21,439 | $638.0K | 0.19% | −3,131−12.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 21,450 | $637.9K | 0.16% | +8,000+59.5% | Added |
| Brave Asset Management Inc | 21,294 | $633.0K | 0.18% | 00.0% | Unchanged |
| Umb Bank N A | 21,252 | $632.0K | 0.01% | +1,500+7.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 21,207 | $631.0K | 0.02% | −59−0.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 21,168 | $630.0K | 0.10% | 00.0% | Unchanged |
| Brookstone Capital Management | 19,347 | $630.0K | 0.01% | −949−4.7% | Reduced |
| KCM Investment Advisors LLC | 21,078 | $627.0K | 0.02% | +616+3.0% | Added |
| Coldstream Capital Management Inc | 8,058 | $626.0K | 0.03% | −17,391−68.3% | Reduced |
| Moneta Group Investment Advisors LLC | 21,049 | $626.0K | 0.03% | +694+3.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,000 | $625.0K | 0.08% | 00.0% | Unchanged |
| Optas, LLC | 21,019 | $625.0K | 0.18% | +106+0.5% | Added |
| Accurate Wealth Management, LLC | 18,446 | $623.0K | 0.55% | +9,083+97.0% | Added |