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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 6,846 | $257.0K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 6,887 | $258.0K | 0.06% | +50+0.7% | Added |
| Baldwin Investment Management, LLC | 6,900 | $259.0K | 0.07% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,900 | $259.0K | 0.15% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 6,917 | $260.0K | 0.04% | −15−0.2% | Reduced |
| Defender Capital, LLC. | 6,910 | $260.0K | 0.08% | +6,910 | New |
| Traphagen Investment Advisors LLC | 6,916 | $260.0K | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,942 | $261.0K | 0.03% | −803−10.4% | Reduced |
| Access Financial Services, Inc. | 6,936 | $261.0K | 0.12% | +6,936 | New |
| Cozad Asset Management Inc | 6,975 | $262.0K | 0.04% | 00.0% | Unchanged |
| Salem Capital Management Inc | 6,956 | $262.0K | 0.14% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7,001 | $263.0K | 0.14% | +944+15.6% | Added |
| Welch Group, LLC | 7,020 | $264.0K | 0.02% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,020 | $264.0K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 7,035 | $264.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 7,069 | $266.0K | 0.02% | −46,128−86.7% | Reduced |
| Verdence Capital Advisors LLC | 7,066 | $266.0K | 0.03% | −967−12.0% | Reduced |
| Rosenberg Matthew Hamilton | 7,073 | $266.0K | 0.09% | +427+6.4% | Added |
| V Wealth Advisors LLC | 7,100 | $267.0K | 0.04% | +7+0.1% | Added |
| Arete Wealth Advisors, LLC | 7,107 | $267.0K | 0.02% | +7,107 | New |
| Schechter Investment Advisors, LLC | 7,101 | $267.0K | 0.02% | +7,101 | New |
| Ten Capital Wealth Advisors, LLC | 7,116 | $268.0K | 0.11% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 7,130 | $268.0K | 0.16% | +7,130 | New |
| White Pine Capital LLC | 7,142 | $269.0K | 0.08% | −250−3.4% | Reduced |
| Bray Capital Advisors | 7,155 | $269.0K | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 7,225 | $271.0K | 0.02% | −400−5.2% | Reduced |
| Capital One Financial Corp | 7,212 | $271.0K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $271.0K | 0.08% | 00.0% | Unchanged |
| Rex Capital Advisors, LLC | 7,200 | $271.0K | 0.14% | +7,200 | New |
| Thomasville National Bank | 7,299 | $274.0K | 0.03% | 00.0% | Unchanged |
| HCR Wealth Advisors | 7,299 | $274.0K | 0.04% | +15+0.2% | Added |
| Townsend Asset Management Corp | 7,275 | $274.0K | 0.13% | 00.0% | Unchanged |
| Papp L Roy & Associates | 7,275 | $274.0K | 0.03% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 7,275 | $274.0K | 0.06% | +7,275 | New |
| Gerber Kawasaki Wealth & Investment Management | 7,327 | $275.0K | 0.02% | −2,093−22.2% | Reduced |
| Qtron Investments LLC | 7,326 | $275.0K | 0.06% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 7,306 | $275.0K | 0.26% | +7,306 | New |
| Widmann Financial Services, Inc. | 7,355 | $276.0K | 0.23% | +7,355 | New |
| Scissortail Wealth Management, LLC | 7,347 | $276.0K | 0.11% | +7,347 | New |
| Capital Square, LLC | 7,500 | $280.0K | 0.19% | +7,500 | New |
| Front Row Advisors LLC | 7,504 | $282.0K | 0.11% | +654+9.5% | Added |
| CoreFirst Bank & Trust | 7,536 | $283.0K | 0.18% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,564 | $284.0K | 0.05% | +10.0% | Added |
| Fairhaven Wealth Management, LLC | 7,541 | $284.0K | 0.11% | +389+5.4% | Added |
| ACG Wealth | 7,592 | $285.0K | 0.04% | +7+0.1% | Added |
| Collaborative Wealth Managment Inc. | 7,590 | $285.0K | 0.16% | +7,590 | New |
| Paradigm Asset Management Co LLC | 7,600 | $285.8K | 0.07% | −1,000−11.6% | Reduced |
| Personal Capital Advisors Corp | 7,643 | $287.0K | 0.00% | −2,862−27.2% | Reduced |
| Monterey Private Wealth, Inc. | 7,620 | $287.0K | 0.14% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,654 | $288.0K | 0.18% | +6+0.1% | Added |
| Southland Equity Partners LLC | 7,667 | $288.3K | 0.12% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 7,723 | $290.0K | 0.04% | −500−6.1% | Reduced |
| Bryn Mawr Trust Co | 7,775 | $292.0K | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 7,770 | $292.0K | 0.03% | 00.0% | Unchanged |
| Broderick Brian C | 7,800 | $293.0K | 0.07% | 00.0% | Unchanged |
| Financial Architects, Inc | 7,800 | $293.0K | 0.04% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 7,788 | $293.0K | 0.01% | +298+4.0% | Added |
| Smith, Moore & Co. | 7,797 | $293.0K | 0.04% | +459+6.3% | Added |
| KG&L Capital Management,LLC | 7,812 | $294.0K | 0.12% | −11,536−59.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,815 | $294.0K | 0.27% | +7,815 | New |
| Red Wave Investments LLC | 7,881 | $296.0K | 0.10% | +250+3.3% | Added |
| Brighton Jones LLC | 7,861 | $296.0K | 0.01% | +271+3.6% | Added |
| Meridian Wealth Advisors, LLC | 7,890 | $297.0K | 0.07% | −69−0.9% | Reduced |
| Davis R M Inc | 7,902 | $297.0K | 0.01% | +88+1.1% | Added |
| Dynamic Advisor Solutions LLC | 7,926 | $298.0K | 0.02% | −2,381−23.1% | Reduced |
| Day & Ennis, LLC | 7,932 | $298.0K | 0.10% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 7,920 | $298.0K | 0.20% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,915 | $298.0K | 0.02% | +7,915 | New |
| TCWP LLC | 7,936 | $298.0K | 0.06% | +7,936 | New |
| Ameritas Advisory Services, LLC | 7,965 | $299.0K | 0.01% | +7,965 | New |
| Silver Oak Advisory Group, Inc. | 7,977 | $300.0K | 0.19% | +7,977 | New |
| Levin Capital Strategies, L.P. | 8,000 | $301.0K | 0.03% | −6,000−42.9% | Reduced |
| Court Place Advisors, LLC | 8,004 | $301.0K | 0.08% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 8,039 | $302.0K | 0.08% | +193+2.5% | Added |
| Johnson Midwest Financial, LLC | 8,056 | $303.0K | 0.23% | +13+0.2% | Added |
| McClarren Financial Advisors, Inc. | 8,058 | $303.0K | 0.21% | 00.0% | Unchanged |
| TFG Advisers LLC | 8,074 | $304.0K | 0.13% | −352−4.2% | Reduced |
| Alhambra Investment Partners LLC | 8,130 | $306.0K | 0.21% | −1,200−12.9% | Reduced |
| BDO Wealth Advisors, LLC | 8,127 | $306.0K | 0.03% | +802+10.9% | Added |
| Auxier Asset Management | 8,166 | $307.0K | 0.05% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 8,256 | $310.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8,254 | $310.0K | 0.18% | +9+0.1% | Added |
| West Family Investments, Inc. | 8,238 | $310.0K | 0.09% | +106+1.3% | Added |
| GSB Wealth Management, LLC | 8,252 | $310.0K | 0.09% | +8,252 | New |
| Bridgeworth, LLC | 8,271 | $311.0K | 0.07% | 00.0% | Unchanged |
| Kendall Capital Management | 8,303 | $312.0K | 0.15% | +79+1.0% | Added |
| BNC Wealth Management, LLC | 8,343 | $314.0K | 0.15% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,293 | $315.0K | 0.02% | +404+4.5% | Added |
| LCNB Corp | 8,390 | $315.0K | 0.14% | +8,390 | New |
| GYL Financial Synergies, LLC | 8,436 | $317.0K | 0.09% | 00.0% | Unchanged |
| Concord Wealth Partners | 8,434 | $317.0K | 0.08% | +3,874+85.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 8,602 | $323.0K | 0.11% | −2,471−22.3% | Reduced |
| Live Oak Private Wealth LLC | 8,614 | $324.0K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 8,632 | $325.0K | 0.03% | +30.0% | Added |
| Wealth Effects LLC | 8,646 | $325.0K | 0.13% | +8,646 | New |
| LWM Advisory Services, LLC | 8,666 | $326.0K | 0.40% | +8,666 | New |
| Deuterium Capital Management, LLC | 8,660 | $326.0K | 0.48% | +8,660 | New |
| Trustcore Financial Services, LLC | 8,696 | $327.0K | 0.04% | −600−6.5% | Reduced |
| Tufton Capital Management | 8,700 | $327.0K | 0.05% | −300−3.3% | Reduced |
| Van Cleef Asset Management,Inc | 8,700 | $327.0K | 0.05% | 00.0% | Unchanged |