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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 5,455 | $205.0K | 0.00% | +5,455 | New |
| Nixon Peabody Trust Co | 5,460 | $205.0K | 0.06% | +5,460 | New |
| Traynor Capital Management, Inc. | 5,466 | $205.0K | 0.02% | +5,466 | New |
| Harbor Group, Inc. | 5,449 | $205.0K | 0.12% | +5,449 | New |
| Wealthquest Corp | 5,496 | $206.0K | 0.03% | +5,496 | New |
| ICICI Prudential Asset Management Co Ltd | 5,474 | $206.0K | 0.03% | +5,474 | New |
| North Star Asset Management Inc | 5,511 | $207.0K | 0.01% | +5,511 | New |
| Creative Financial Designs Inc | 5,577 | $209.0K | 0.03% | −329−5.6% | Reduced |
| Advisors Capital Management, LLC | 5,550 | $209.0K | 0.01% | +5,550 | New |
| Lakeview Capital Partners, LLC | 5,561 | $209.0K | 0.12% | +5,561 | New |
| Schneider Downs Wealth Management Advisors, LP | 5,556 | $209.0K | 0.05% | +5,556 | New |
| Excalibur Management Corp | 5,586 | $210.0K | 0.08% | +5,586 | New |
| Angeles Investment Advisors, LLC | 5,613 | $211.0K | 0.01% | −2,797−33.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 5,610 | $211.0K | 0.06% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,600 | $211.0K | 0.02% | +5,600 | New |
| CWA Asset Management Group, LLC | 5,617 | $211.0K | 0.02% | +5,617 | New |
| LexAurum Advisors, LLC | 5,600 | $211.0K | 0.07% | +5,600 | New |
| Canvas Wealth Advisors, LLC | 5,658 | $213.0K | 0.08% | +5,658 | New |
| United Community Bank | 5,675 | $213.4K | 0.21% | +5,675 | New |
| First Personal Financial Services | 5,702 | $214.0K | 0.05% | −4,528−44.3% | Reduced |
| Bridges Investment Management Inc | 5,700 | $214.0K | 0.01% | +5,700 | New |
| Ignite Planners, LLC | 6,072 | $214.0K | 0.14% | +6,072 | New |
| Heritage Financial Services, LLC | 5,744 | $215.0K | 0.17% | +5,744 | New |
| Investors Financial Group, LLC | 5,723 | $215.0K | 0.10% | +5,723 | New |
| Cornerstone Wealth Management, LLC | 5,729 | $216.0K | 0.02% | +5,729 | New |
| Pathway Financial Advisors LLC | 6,312 | $216.0K | 0.08% | +6,312 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,773 | $217.0K | 0.00% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 5,758 | $217.0K | 0.20% | +5,758 | New |
| Quadrant Private Wealth Management, LLC | 5,772 | $217.0K | 0.08% | +5,772 | New |
| Perfromance Wealth Partners, LLC | 5,770 | $217.0K | 0.01% | +5,770 | New |
| Drive Wealth Management, LLC | 5,769 | $217.0K | 0.19% | +5,769 | New |
| Oxford Financial Group Ltd | 5,809 | $218.0K | 0.02% | +5,809 | New |
| Keebeck Alpha, LP | 5,798 | $218.0K | 0.08% | +5,798 | New |
| Financial Advisory Group | 5,823 | $219.0K | 0.04% | +5,823 | New |
| Mutual Advisors, LLC | 5,863 | $220.0K | 0.01% | +5,863 | New |
| Engineers Gate Manager LP | 5,896 | $222.0K | 0.01% | −327,003−98.2% | Reduced |
| Lee Danner & Bass Inc | 5,925 | $223.0K | 0.02% | +5,925 | New |
| Summit Asset Management, LLC | 5,933 | $223.0K | 0.06% | +5,933 | New |
| Oak Thistle LLC | 5,947 | $223.0K | 0.17% | +5,947 | New |
| Brendel Financial Advisors LLC | 5,922 | $223.0K | 0.12% | +5,922 | New |
| Resolute Financial, LLC | 5,940 | $223.0K | 0.17% | +5,940 | New |
| Continental Investors Services, Inc. | 6,018 | $225.0K | 0.60% | +6,018 | New |
| Ssi Investment Management LLC | 5,955 | $225.0K | 0.01% | +5,955 | New |
| Balasa Dinverno & Foltz LLC | 5,986 | $225.0K | 0.01% | +5,986 | New |
| Farmers Trust Co | 5,979 | $225.0K | 0.05% | +5,979 | New |
| Passive Capital Management, LLC. | 5,994 | $225.4K | 0.13% | +5,994 | New |
| McElhenny Sheffield Capital Management, LLC | 6,000 | $226.0K | 0.08% | −20,389−77.3% | Reduced |
| Carderock Capital Management Inc | 6,000 | $226.0K | 0.05% | 00.0% | Unchanged |
| Bailard, Inc. | 6,003 | $226.0K | 0.01% | +6,003 | New |
| Montgomery Investment Management Inc | 6,000 | $226.0K | 0.08% | +6,000 | New |
| Emerald Advisors, LLC | 6,035 | $227.0K | 0.05% | +6,035 | New |
| Ellis Investment Partners, LLC | 6,071 | $228.0K | 0.05% | +1,020+20.2% | Added |
| Capital City Trust Co | 6,100 | $229.0K | 0.07% | +6,100 | New |
| Barr E S & Co | 6,129 | $230.0K | 0.02% | +6,129 | New |
| Aurora Private Wealth, Inc. | 6,120 | $230.0K | 0.10% | +6,120 | New |
| Sterling Investment Counsel, LLC | 6,120 | $230.0K | 0.16% | +6,120 | New |
| NorthRock Partners, LLC | 6,147 | $231.0K | 0.02% | +6,147 | New |
| Aptus Capital Advisors, LLC | 6,139 | $231.0K | 0.01% | +6,139 | New |
| Lake Street Financial LLC | 6,183 | $232.0K | 0.04% | −1,005−14.0% | Reduced |
| FDx Advisors, Inc. | 6,168 | $232.0K | 0.01% | +6,168 | New |
| Pure Financial Advisors, Inc. | 6,189 | $233.0K | 0.01% | +6,189 | New |
| Bill Few Associates, Inc. | 6,210 | $233.0K | 0.12% | +6,210 | New |
| Pineno Levin & Ford Asset Management, Inc. | 6,235 | $234.0K | 0.07% | +6,235 | New |
| Patron Partners Advisors, LLC | 6,252 | $235.0K | 0.15% | +6,252 | New |
| Perpetual Investment Management Ltd | 6,264 | $236.0K | 0.03% | +6,264 | New |
| Ellenbecker Investment Group | 6,328 | $237.0K | 0.07% | +6,328 | New |
| Roberts Glore & Co Inc | 6,342 | $238.0K | 0.06% | +6,342 | New |
| Old Second National Bank of Aurora | 2,785 | $239.0K | 0.07% | −4,870−63.6% | Reduced |
| First Heartland Consultants, Inc. | 6,368 | $239.0K | 0.03% | +6,368 | New |
| XR Securities LLC | 6,347 | $239.0K | 0.03% | +6,347 | New |
| HYA Advisors, Inc | 6,389 | $240.0K | 0.09% | +10.0% | Added |
| Leonteq Securities AG | 6,389 | $240.2K | 0.01% | −8,114−55.9% | Reduced |
| Independence Bank of Kentucky | 6,475 | $243.0K | 0.10% | −200−3.0% | Reduced |
| Opus Capital Group, LLC | 6,470 | $243.0K | 0.05% | +6,470 | New |
| IMS Capital Management | 6,450 | $243.0K | 0.12% | +6,450 | New |
| Northwest Investment Counselors, LLC | 6,465 | $243.0K | 0.06% | +6,465 | New |
| Quantitative Investment Management, LLC | 6,477 | $243.0K | 0.03% | +6,477 | New |
| StrategIQ Financial Group, LLC | 6,468 | $243.0K | 0.02% | +6,468 | New |
| Paragon Wealth Strategies, LLC | 6,476 | $243.0K | 0.06% | +6,476 | New |
| Claret Asset Management Corp | 6,459 | $243.0K | 0.04% | +6,459 | New |
| Xcel Wealth Management, LLC | 6,491 | $244.0K | 0.06% | +6,491 | New |
| Private Portfolio Partners LLC | 6,500 | $244.4K | 0.06% | +6,500 | New |
| First Command Bank | 8,223 | $245.0K | 0.04% | 00.0% | Unchanged |
| Moneywise, Inc. | 6,518 | $245.0K | 0.16% | +6,518 | New |
| Asio Capital, LLC | 6,561 | $247.0K | 0.08% | +6,561 | New |
| Abacus Wealth Partners, LLC | 6,580 | $247.4K | 0.09% | −1,219−15.6% | Reduced |
| Atlas Brown,Inc. | 6,593 | $248.0K | 0.10% | +6,593 | New |
| One Capital Management, LLC | 6,600 | $248.0K | 0.02% | +6,600 | New |
| Willner & Heller, LLC | 8,349 | $248.0K | 0.33% | +8,349 | New |
| Freedman Financial Associates, Inc. | 6,621 | $249.0K | 0.17% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 6,633 | $249.0K | 0.04% | +6,633 | New |
| Fulcrum Equity Management | 6,640 | $250.0K | 0.09% | −343−4.9% | Reduced |
| Crawford Investment Counsel Inc | 6,696 | $252.0K | 0.00% | −342−4.9% | Reduced |
| Charter Research & Investment Group, Inc. | 6,710 | $252.0K | 0.20% | +6,710 | New |
| SNS Financial Group, LLC | 6,726 | $253.0K | 0.03% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,750 | $254.0K | 0.08% | 00.0% | Unchanged |
| Quest Capital Management Inc | 6,789 | $255.0K | 0.04% | −123−1.8% | Reduced |
| Proficio Capital Partners LLC | 6,781 | $255.0K | 0.04% | +6,781 | New |
| Headinvest, LLC | 6,816 | $256.0K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6,821 | $256.0K | 0.05% | +6,821 | New |