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 |
|---|---|---|---|---|---|
| Cassady Schiller Wealth Management, LLC | 1,429 | $54.0K | 0.03% | +1,429 | New |
| Tarbox Family Office, Inc. | 1,473 | $55.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,470 | $55.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,523 | $57.0K | 0.03% | +3+0.2% | Added |
| Kempen Capital Management N.V. | 1,564 | $59.0K | 0.00% | 00.0% | Unchanged |
| Odey Asset Management Group Ltd | 1,600 | $60.0K | 0.02% | −3,200−66.7% | Reduced |
| MBM Wealth Consultants, LLC | 1,600 | $60.0K | 0.02% | +600+60.0% | Added |
| Godsey & Gibb Associates | 1,632 | $61.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,629 | $61.0K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,714 | $64.0K | 0.00% | +1,714 | New |
| Baldwin Brothers Inc | 1,740 | $65.0K | 0.01% | +585+50.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,820 | $68.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $68.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,800 | $68.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,833 | $69.0K | 0.01% | +312+20.5% | Added |
| Riverview Trust Co | 1,875 | $71.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,877 | $71.0K | 0.01% | +62+3.4% | Added |
| Kelly Lawrence W & Associates Inc | 1,950 | $73.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,974 | $73.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $73.0K | 0.02% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | – | $74.0K | 0.01% | – | – |
| Clean Yield Group | 1,974 | $74.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,042 | $76.8K | 0.05% | +2,042 | New |
| Arcadia Investment Management Corp | 2,064 | $78.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,084 | $78.4K | 0.03% | −197−8.6% | Reduced |
| Gleason Group, Inc. | 2,107 | $79.0K | 0.03% | +6+0.3% | Added |
| Truehand, Inc | 2,100 | $79.0K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 2,101 | $79.0K | 0.00% | +2,101 | New |
| Dividend Assets Capital, LLC | 2,118 | $80.0K | 0.01% | −469−18.1% | Reduced |
| Corsicana & Co. | 2,148 | $81.0K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,199 | $83.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,284 | $86.0K | 0.05% | −219−8.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,275 | $86.0K | 0.04% | +1,585+229.7% | Added |
| Kistler-Tiffany Companies, LLC | 2,347 | $88.0K | 0.02% | −58−2.4% | Reduced |
| Key Financial Inc | 2,343 | $88.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,341 | $88.0K | 0.03% | +1,654+240.8% | Added |
| Amplius Wealth Advisors, LLC | 2,384 | $89.0K | 0.01% | +2,384 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,426 | $91.0K | 0.00% | −64,362−96.4% | Reduced |
| Endurance Wealth Management, Inc. | 2,430 | $91.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,471 | $93.0K | 0.03% | +2,471 | New |
| Beaird Harris Wealth Management, LLC | 2,475 | $93.0K | 0.03% | +2,475 | New |
| Tradewinds Capital Management, LLC | 2,511 | $94.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,511 | $94.0K | 0.13% | +2,511 | New |
| Allworth Financial LP | 2,543 | $96.0K | 0.00% | +1,494+142.4% | Added |
| CNB Bank | 2,655 | $100.0K | 0.05% | +123+4.9% | Added |
| BerganKDV Wealth Management, LLC | 2,677 | $101.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,679 | $101.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,697 | $101.4K | 0.05% | +2,697 | New |
| Laffer Tengler Investments | 2,772 | $104.2K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,815 | $106.0K | 0.01% | +7+0.2% | Added |
| McIlrath & Eck, LLC | 2,849 | $107.0K | 0.03% | +2+0.1% | Added |
| Zions Bancorporation, N.A. | 2,939 | $111.0K | 0.01% | +673+29.7% | Added |
| PFG Private Wealth Management, LLC | 2,968 | $112.0K | 0.06% | +511+20.8% | Added |
| Wagner Wealth Management, LLC | 3,023 | $114.0K | 0.09% | +4+0.1% | Added |
| Andrew Hill Investment Advisors, Inc. | 3,141 | $118.0K | 0.11% | +3,141 | New |
| Lee Financial Co | 3,155 | $119.0K | 0.02% | +5+0.2% | Added |
| Hexagon Capital Partners LLC | 3,201 | $120.0K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,216 | $121.0K | 0.00% | −55−1.7% | Reduced |
| Quent Capital, LLC | 3,261 | $123.0K | 0.03% | +3,261 | New |
| Vectors Research Management, LLC | 3,366 | $127.0K | 0.03% | +360+12.0% | Added |
| Harbour Investments, Inc. | 3,518 | $132.0K | 0.01% | −18,690−84.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,667 | $138.0K | 0.00% | +3,487+1,937.2% | Added |
| Eagle Bay Advisors LLC | 3,839 | $144.0K | 0.09% | −3,594−48.4% | Reduced |
| Curi Capital | 3,863 | $145.0K | 0.03% | +3,863 | New |
| Retirement Planning Co of New England, Inc. | 3,900 | $146.0K | 0.07% | +3,900 | New |
| Tilia Fiduciary Partners, Inc. | 3,896 | $146.0K | 0.12% | +3,896 | New |
| CVA Family Office, LLC | 3,899 | $147.0K | 0.04% | +3,532+962.4% | Added |
| FAI Wealth Management | 4,170 | $156.0K | 0.13% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,200 | $158.0K | 0.09% | 00.0% | Unchanged |
| Country Trust Bank | 4,215 | $158.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,237 | $159.0K | 0.11% | +37+0.9% | Added |
| Financial Management Professionals, Inc. | 4,234 | $159.0K | 0.03% | +135+3.3% | Added |
| Commons Capital, LLC | 4,234 | $159.0K | 0.16% | +4,234 | New |
| Ritter Daniher Financial Advisory, LLC | 4,350 | $164.0K | 0.11% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,584 | $172.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,650 | $175.0K | 0.02% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 4,709 | $177.0K | 0.06% | +11+0.2% | Added |
| Private Capital Group, LLC | 4,697 | $177.0K | 0.04% | +6+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 4,885 | $184.0K | 0.03% | −1,262−20.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,968 | $187.0K | 0.09% | +1,704+52.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,085 | $191.0K | 0.04% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,100 | $192.0K | 0.07% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 5,127 | $193.0K | 0.17% | +5,127 | New |
| Northern Oak Wealth Management Inc | 5,154 | $194.0K | 0.02% | +94+1.9% | Added |
| Valley National Advisers Inc | 5,184 | $195.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,262 | $198.0K | 0.01% | +5,262 | New |
| Prestige Wealth Management Group LLC | 5,316 | $200.0K | 0.05% | −207−3.7% | Reduced |
| Bernardo Wealth Planning LLC | 5,339 | $200.0K | 0.10% | +5,339 | New |
| Carmel Capital Partners, LLC | 5,325 | $200.0K | 0.15% | +5,325 | New |
| Gould Asset Management LLC | 5,340 | $201.0K | 0.06% | +5,340 | New |
| TCI Wealth Advisors, Inc. | 5,367 | $202.0K | 0.03% | −41−0.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,400 | $203.0K | 0.10% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,400 | $203.0K | 0.09% | +5,400 | New |
| BOK Financial Private Wealth, Inc. | 5,389 | $203.0K | 0.01% | +5,389 | New |
| Armbruster Capital Management, Inc. | 5,400 | $203.0K | 0.05% | +5,400 | New |
| Holistic Financial Partners | 5,388 | $203.0K | 0.12% | +5,388 | New |
| WealthPLAN Partners, LLC | 5,958 | $204.0K | 0.01% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 5,433 | $204.0K | 0.17% | +5,433 | New |
| Childress Capital Advisors, LLC | 5,434 | $204.0K | 0.08% | +5,434 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,448 | $205.0K | 0.01% | +5,448 | New |