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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 35,194 | $1.32M | 0.03% | +2,244+6.8% | Added |
| Ethic Inc. | 35,379 | $1.33M | 0.10% | +3,321+10.4% | Added |
| MAI Capital Management | 35,392 | $1.33M | 0.02% | +5,819+19.7% | Added |
| Verus Financial Partners, Inc. | 35,413 | $1.33M | 0.18% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 35,748 | $1.34M | 0.28% | −131−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 35,811 | $1.35M | 0.17% | −57−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 35,815 | $1.35M | 0.04% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 35,934 | $1.35M | 0.18% | −3,508−8.9% | Reduced |
| Weil Company, Inc. | 36,000 | $1.35M | 0.63% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.35M | 0.25% | 00.0% | Unchanged |
| Banco Santander, S.A. | 36,132 | $1.36M | 0.01% | −7,007−16.2% | Reduced |
| SkyOak Wealth, LLC | 36,225 | $1.36M | 0.35% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 36,237 | $1.36M | 0.10% | −4,290−10.6% | Reduced |
| Wedbush Securities Inc | 36,267 | $1.36M | 0.06% | −111−0.3% | Reduced |
| Chatham Capital Group, Inc. | 36,300 | $1.36M | 0.25% | 00.0% | Unchanged |
| Lynch & Associates | 36,488 | $1.37M | 0.32% | 00.0% | Unchanged |
| Wendell David Associates Inc | 36,504 | $1.37M | 0.14% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.38M | 0.48% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 36,871 | $1.39M | 0.02% | −2,083−5.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 36,897 | $1.39M | 0.94% | +629+1.7% | Added |
| Impax Asset Management Group plc | 37,040 | $1.39M | 0.01% | −2,529−6.4% | Reduced |
| Biltmore Wealth Management, LLC | 37,388 | $1.41M | 0.53% | −141−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 37,439 | $1.41M | 0.24% | −1,588−4.1% | Reduced |
| Sheets Smith Wealth Management | 37,526 | $1.41M | 0.18% | +70.0% | Added |
| Veriti Management LLC | 37,570 | $1.41M | 0.18% | +223+0.6% | Added |
| IBM Retirement Fund | 37,678 | $1.42M | 0.18% | −25,979−40.8% | Reduced |
| Coldstream Capital Management Inc | 38,079 | $1.43M | 0.04% | +30,021+372.6% | Added |
| Roundview Capital LLC | 38,111 | $1.43M | 0.14% | +547+1.5% | Added |
| Connors Investor Services Inc | 38,357 | $1.44M | 0.14% | 00.0% | Unchanged |
| Icon Advisers Inc | 38,400 | $1.44M | 0.23% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 38,514 | $1.45M | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 38,739 | $1.46M | 0.05% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | – | $1.46M | 0.12% | – | – |
| Weatherly Asset Management L. P. | 39,160 | $1.47M | 0.16% | −417−1.1% | Reduced |
| Country Club Trust Company, n.a. | 39,468 | $1.47M | 0.12% | +11,748+42.4% | Added |
| Voloridge Investment Management, LLC | 39,239 | $1.48M | 0.01% | −1,163,421−96.7% | Reduced |
| Empirical Finance, LLC | 39,318 | $1.48M | 0.17% | +10,097+34.6% | Added |
| Beacon Pointe Advisors, LLC | 39,352 | $1.48M | 0.04% | −17,318−30.6% | Reduced |
| SRB Corp | 39,432 | $1.48M | 0.08% | −11,415−22.4% | Reduced |
| Private Trust Co NA | 39,413 | $1.48M | 0.20% | −551−1.4% | Reduced |
| Vaughan David Investments LLC | 39,600 | $1.49M | 0.04% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 39,725 | $1.49M | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 40,043 | $1.51M | 0.17% | +55+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 40,138 | $1.51M | 0.32% | +8,871+28.4% | Added |
| First Business Financial Services, Inc. | 40,254 | $1.51M | 0.16% | +798+2.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 40,418 | $1.52M | 0.00% | −409,582−91.0% | Reduced |
| Cohen Klingenstein LLC | 40,500 | $1.52M | 0.06% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 40,500 | $1.52M | 1.63% | +40,500 | New |
| Cascade Investment Advisors, Inc. | 40,511 | $1.52M | 0.89% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 40,527 | $1.52M | 0.58% | −30,717−43.1% | Reduced |
| Marshall Financial Group LLC | 40,565 | $1.52M | 0.56% | +3,687+10.0% | Added |
| Decatur Capital Management, Inc. | 40,801 | $1.53M | 0.91% | −490−1.2% | Reduced |
| WealthShield Partners, LLC | 40,944 | $1.54M | 0.26% | +7,377+22.0% | Added |
| Marco Investment Management LLC | 40,982 | $1.54M | 0.15% | +13,128+47.1% | Added |
| Fiduciary Trust Co | 41,159 | $1.55M | 0.03% | +66+0.2% | Added |
| Fiduciary Group LLC | 41,310 | $1.55M | 0.17% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 41,836 | $1.57M | 0.36% | −274−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 41,995 | $1.58M | 0.10% | −15,000−26.3% | Reduced |
| Atria Investments LLC | 41,985 | $1.58M | 0.03% | +4,058+10.7% | Added |
| Signaturefd, LLC | 42,212 | $1.59M | 0.05% | +16,755+65.8% | Added |
| Community Bank & Trust, Waco, Texas | 42,241 | $1.59M | 0.47% | −200−0.5% | Reduced |
| Grove Bank & Trust | 42,530 | $1.60M | 0.31% | −130−0.3% | Reduced |
| Spirit of America Management Corp | 42,525 | $1.60M | 0.32% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 42,656 | $1.60M | 0.71% | −1,618−3.7% | Reduced |
| Kestra Private Wealth Services, LLC | 42,841 | $1.61M | 0.08% | +1,771+4.3% | Added |
| Boston Private Wealth LLC | 42,938 | $1.61M | 0.03% | −8,101−15.9% | Reduced |
| Capital Investment Advisory Services, LLC | 42,931 | $1.61M | 0.19% | +532+1.3% | Added |
| 55I, LLC | 42,910 | $1.61M | 0.04% | +1,500+3.6% | Added |
| Ascendant Capital Management, LLC | 43,000 | $1.62M | 1.28% | +43,000 | New |
| Kanawha Capital Management LLC | 43,039 | $1.62M | 0.14% | −710−1.6% | Reduced |
| IndexIQ Advisors LLC | 43,107 | $1.62M | 0.05% | +3,734+9.5% | Added |
| Appleton Partners Inc | 43,228 | $1.63M | 0.12% | −24−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 43,667 | $1.64M | 0.09% | +80+0.2% | Added |
| Nomura Holdings Inc | 43,735 | $1.64M | 0.01% | −471,159−91.5% | Reduced |
| Roof Eidam & Maycock | 43,845 | $1.65M | 0.56% | 00.0% | Unchanged |
| Walleye Trading LLC | 44,152 | $1.66M | 0.03% | +44,152 | New |
| Woodmont Investment Counsel LLC | 44,258 | $1.66M | 0.21% | +4,880+12.4% | Added |
| Motco | 44,280 | $1.67M | 0.10% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 44,272 | $1.67M | 0.70% | +170.0% | Added |
| Illinois Municipal Retirement Fund | 44,286 | $1.67M | 0.05% | +9,465+27.2% | Added |
| Congress Park Capital LLC | 44,315 | $1.67M | 0.82% | 00.0% | Unchanged |
| United Services Automobile Association | 44,370 | $1.67M | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 44,803 | $1.68M | 0.02% | +8,763+24.3% | Added |
| Segall Bryant & Hamill, LLC | 44,911 | $1.69M | 0.02% | −3,800−7.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,992 | $1.69M | 0.10% | +2,500+5.9% | Added |
| Guardian Investment Management | 45,450 | $1.69M | 1.18% | +4,050+9.8% | Added |
| Nations Financial Group Inc, | 45,235 | $1.70M | 0.22% | −291−0.6% | Reduced |
| WealthTrust Axiom LLC | 45,438 | $1.71M | 0.55% | 00.0% | Unchanged |
| City Holding Co | 50,623 | $1.72M | 0.29% | +2,839+5.9% | Added |
| South Dakota Investment Council | 45,693 | $1.72M | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 45,915 | $1.73M | 0.05% | +1,756+4.0% | Added |
| Fulcrum Asset Management LLP | – | $1.74M | 0.85% | – | – |
| Citadel Investment Advisory, Inc. | 46,175 | $1.74M | 1.02% | −100−0.2% | Reduced |
| Boenning & Scattergood, Inc. | 46,913 | $1.76M | 0.28% | −7,800−14.3% | Reduced |
| WESPAC Advisors, LLC | 46,970 | $1.77M | 1.18% | −300−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 47,110 | $1.77M | 0.01% | −855−1.8% | Reduced |
| USA Financial Portformulas Corp | 47,130 | $1.77M | 1.52% | +11,628+32.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 47,468 | $1.78M | 0.29% | +47,468 | New |
| Point72 Hong Kong Ltd | 47,724 | $1.79M | 0.15% | +10,561+28.4% | Added |
| Bath Savings Trust Co | 48,264 | $1.81M | 0.19% | 00.0% | Unchanged |