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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in CSX Corp as of Dec 31, 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
1,552
+204 vs. Q3 2021
Shares held
1.63B
−9.12M (−0.6%) vs. Q3 2021
Total value
$61.4B
+$12.5B (+25.7%) vs. Q3 2021
New holders
261
496 more added
Sold out
57
479 more reduced

21 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,552 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ4 2021: $61.4B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2021.

Institutions holding CSX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JJJ Advisors Inc.13$00.00%00.0%Unchanged
Financial Enhancement Group LLC9$00.00%00.0%Unchanged
Bogart Wealth, LLC1$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$00.00%00.0%Unchanged
Addison Advisors LLC8$00.00%+8New
WestEnd Advisors, LLC10$3760.00%––
Exane Derivatives33$1.24K0.00%00.0%Unchanged
Global Financial Private Client, LLC42$1.58K0.00%00.0%Unchanged
Kelly Financial Services LLC44$1.65K0.00%+44New
Baldrige Asset Management LLC57$2.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.61$2.00K0.00%+1+1.7%Added
Surevest, LLC63$2.00K0.00%+63New
Sandy Cove Advisors, LLC87$3.00K0.00%+87New
Edge Wealth Management LLC108$4.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC96$4.00K0.00%00.0%Unchanged
Global Trust Asset Management, LLC100$4.00K0.00%+100New
Aspire Private Capital, LLC97$4.00K0.00%+97New
Core Alternative Capital108$4.00K0.00%+108New
Wolff Wiese Magana LLC123$5.00K0.00%00.0%Unchanged
Corbenic Partners LLC120$5.00K0.00%+120New
Sierra Capital LLC135$5.00K0.00%+135New
Schubert & Co129$5.00K0.01%+129New
Kayne Anderson Rudnick Investment Management LLC150$6.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC195$7.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC180$7.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC192$7.00K0.00%+192New
Horan Securities, Inc.195$7.00K0.00%+195New
Leelyn Smith, LLC204$8.00K0.00%00.0%Unchanged
Level Financial Advisors, Inc.225$8.00K0.01%+225New
Stonebridge Capital Advisors LLC264$10.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.264$10.0K0.00%+264New
Proffitt & Goodson Inc303$11.0K0.00%00.0%Unchanged
Professional Financial Advisors, LLC292$11.0K0.00%+1+0.3%Added
First Community Trust NA300$11.3K0.01%+300New
Arlington Partners LLC327$12.0K0.00%+327New
Howe & Rusling Inc354$13.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc334$13.0K0.00%−47−12.3%Reduced
Rise Advisors, LLC390$14.7K0.01%+390New
Holloway Wealth Management, LLC–$15.0K0.00%––
AllSquare Wealth Management LLC400$15.0K0.01%00.0%Unchanged
O'Dell Group, LLC404$15.0K0.00%+1+0.2%Added
PFS Partners, LLC450$16.9K0.01%+450New
Focused Wealth Management, Inc462$17.0K0.00%+1+0.2%Added
Arrow Financial Corp450$17.0K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc450$17.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC441$17.0K0.00%00.0%Unchanged
NVWM, LLC465$17.0K0.01%+219+89.0%Added
Ahl Investment Management, Inc.450$17.0K0.02%+450New
Richwood Investment Advisors, LLC450$17.0K0.01%+450New
Exchange Traded Concepts, LLC476$18.0K0.00%−6−1.2%Reduced
Financial Perspectives, Inc483$18.2K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC495$19.0K0.02%00.0%Unchanged
Lenox Wealth Advisors, LLC534$20.0K0.00%+48+9.9%Added
TSFG, LLC546$21.0K0.01%00.0%Unchanged
RWM Asset Management, LLC547$21.0K0.00%00.0%Unchanged
TFC Financial Management576$22.0K0.01%00.0%Unchanged
FSB Premier Wealth Management, Inc.600$22.0K0.01%+600New
Dark Forest Capital Management LP575$22.0K0.01%+575New
Zullo Investment Group, Inc.585$22.0K0.01%+585New
Rockbridge Investment Management, LCC600$23.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P634$24.0K0.00%−383−37.7%Reduced
Hudock, Inc.654$24.0K0.01%00.0%Unchanged
HC Financial Advisors Inc659$25.0K0.01%+1+0.2%Added
Clearview Wealth Advisors LLC688$26.0K0.02%−425−38.2%Reduced
Stonebridge Financial Planning Group, LLC750$26.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC681$26.0K0.01%00.0%Unchanged
Atwood & Palmer Inc711$27.0K0.00%+150+26.7%Added
Disciplined Investments, LLC750$28.0K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.750$28.0K0.01%+150+25.0%Added
Life Planning Partners, Inc780$29.0K0.03%+780New
Ellevest, Inc.796$30.0K0.00%−131−14.1%Reduced
American National Bank810$30.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC810$30.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC837$31.0K0.00%−67−7.4%Reduced
FinTrust Capital Advisors, LLC816$31.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC843$32.0K0.01%−1−0.1%Reduced
JFS Wealth Advisors, LLC841$32.0K0.00%+241+40.2%Added
Private Ocean, LLC900$34.0K0.00%−609−40.4%Reduced
Sageworth Trust Co900$34.0K0.00%00.0%Unchanged
Antonetti Capital Management LLC900$34.0K0.03%00.0%Unchanged
Bellevue Asset Management, LLC900$34.0K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC896$34.0K0.01%+896New
Tevis Investment Management891$34.0K0.03%+891New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC935$35.0K0.00%−310−24.9%Reduced
Raffa Wealth Management, LLC948$35.6K0.01%−324−25.5%Reduced
Pacific Center for Financial Services969$36.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC1,050$39.0K0.01%−525−33.3%Reduced
SRS Capital Advisors, Inc.1,033$39.0K0.00%00.0%Unchanged
American State Bank (Iowa)1,050$39.5K0.03%00.0%Unchanged
Fortitude Advisory Group L.L.C.1,074$40.0K0.02%+1,074New
Pacifica Partners Inc.1,125$42.0K0.03%00.0%Unchanged
Catalyst Capital Advisors LLC1,248$47.0K0.00%−106−7.8%Reduced
Ahrens Investment Partners LLC1,284$48.0K0.02%+1,284New
Atlas Capital Advisors LLC1,284$48.3K0.01%00.0%Unchanged
Equitec Proprietary Markets, LLC1,300$49.0K0.03%+1,300New
Cypress Capital Management LLC (WY)1,350$51.0K0.04%00.0%Unchanged
Larson Financial Group LLC1,380$52.0K0.01%+52+3.9%Added
West Paces Advisors Inc.1,398$52.6K0.02%−81−5.5%Reduced
Leverty Financial Group, LLC1,410$53.0K0.04%+1,410New
Evoke Wealth, LLC1,446$54.0K0.00%+315+27.9%Added