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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 8,784 | $330.0K | 0.10% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 8,784 | $330.0K | 0.01% | +8,784 | New |
| IFG Advisory, LLC | 8,818 | $331.0K | 0.03% | −147−1.6% | Reduced |
| 44 Wealth Management LLC | 8,867 | $333.0K | 0.12% | −146−1.6% | Reduced |
| Money Concepts Capital Corp | 8,863 | $333.0K | 0.03% | +8,863 | New |
| Balentine LLC | 8,893 | $334.0K | 0.01% | +8,893 | New |
| High Falls Advisors, Inc | 9,000 | $338.0K | 0.09% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 9,000 | $338.0K | 0.14% | 00.0% | Unchanged |
| Burleson & Company, LLC | 9,000 | $338.0K | 0.05% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 8,979 | $338.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisors, LLC | 8,976 | $338.0K | 0.14% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 9,049 | $340.0K | 0.00% | −261−2.8% | Reduced |
| Greylin Investment Mangement Inc | 9,030 | $340.0K | 0.06% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 9,120 | $342.0K | 0.43% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 9,127 | $343.0K | 0.49% | +972+11.9% | Added |
| Comerica Securities,inc. | 9,110 | $343.0K | 0.02% | −143−1.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9,151 | $344.0K | 0.16% | +1,501+19.6% | Added |
| IMPACTfolio, LLC | 9,181 | $345.0K | 0.30% | +9,181 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,243 | $346.0K | 0.02% | 00.0% | Unchanged |
| David Loasby | 9,256 | $348.0K | 0.04% | +9,256 | New |
| Montag A & Associates Inc | 9,300 | $350.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 9,321 | $350.0K | 0.08% | +10.0% | Added |
| Nelson Capital Management, LLC | 9,300 | $350.0K | 0.06% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 9,306 | $350.0K | 0.12% | +9,306 | New |
| Garrett Investment Advisors LLC | 9,337 | $351.0K | 0.09% | +275+3.0% | Added |
| BT Wealth Management LLC | 9,386 | $353.0K | 0.10% | +10.0% | Added |
| Kozak & Associates, Inc. | 10,182 | $355.0K | 0.23% | +26+0.3% | Added |
| Fieldpoint Private Securities, LLC | 9,432 | $355.0K | 0.07% | +135+1.5% | Added |
| Stelac Advisory Services LLC | 9,444 | $355.0K | 0.10% | +583+6.6% | Added |
| Intellectus Partners, LLC | 9,502 | $357.0K | 0.09% | −18,963−66.6% | Reduced |
| RB Capital Management, LLC | 9,530 | $358.0K | 0.11% | +10.0% | Added |
| Klingman & Associates, LLC | 9,562 | $360.0K | 0.03% | +969+11.3% | Added |
| NEXT Financial Group, Inc | 9,564 | $360.0K | 0.02% | +1,341+16.3% | Added |
| Independent Financial Group, LLC | 9,645 | $362.7K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9,657 | $363.0K | 0.08% | +600+6.6% | Added |
| Caldwell Trust Co | 9,705 | $364.9K | 0.04% | 00.0% | Unchanged |
| Navellier & Associates Inc | 9,700 | $365.0K | 0.05% | −300−3.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 9,717 | $365.0K | 0.08% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 9,750 | $367.0K | 0.09% | +90+0.9% | Added |
| State of Wyoming | 9,800 | $369.0K | 0.17% | +2,021+26.0% | Added |
| Norway Savings Bank | 9,840 | $370.0K | 0.16% | −450−4.4% | Reduced |
| Farmers National Bank | 9,881 | $371.5K | 0.12% | +6,283+174.6% | Added |
| Hamilton Point Investment Advisors, LLC | 9,900 | $372.0K | 0.09% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 9,928 | $373.0K | 0.06% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 10,014 | $376.0K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 9,989 | $376.0K | 0.03% | +2,388+31.4% | Added |
| TD Ameritrade Investment Management, LLC | 10,002 | $376.0K | 0.00% | +8,045+411.1% | Added |
| Focus Financial Network, Inc. | 10,051 | $377.9K | 0.06% | +2,089+26.2% | Added |
| Wright Investors Service Inc | 10,059 | $378.0K | 0.10% | −13,916−58.0% | Reduced |
| J.W. Cole Advisors, Inc. | 10,040 | $378.0K | 0.02% | +117+1.2% | Added |
| Financial Advocates Investment Management | 10,042 | $378.0K | 0.03% | +341+3.5% | Added |
| CPWM, LLC | 12,739 | $379.0K | 0.03% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 10,092 | $379.0K | 0.18% | +6+0.1% | Added |
| Evermay Wealth Management LLC | 10,106 | $380.0K | 0.07% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,146 | $381.0K | 0.22% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 10,146 | $382.0K | 0.16% | −3,000−22.8% | Reduced |
| Sowell Financial Services LLC | 10,157 | $382.0K | 0.02% | +10,157 | New |
| Northeast Financial Consultants Inc | 10,200 | $384.0K | 0.02% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 10,251 | $385.0K | 0.22% | −187−1.8% | Reduced |
| Central Trust Co | 10,260 | $386.0K | 0.01% | −60−0.6% | Reduced |
| Perigon Wealth Management, LLC | 10,302 | $387.0K | 0.03% | −68−0.7% | Reduced |
| 9258 Wealth Management, LLC | 10,355 | $389.0K | 0.09% | +1,323+14.6% | Added |
| Miracle Mile Advisors, LLC | 10,380 | $390.0K | 0.02% | +1,036+11.1% | Added |
| VELA Investment Management, LLC | 10,455 | $393.0K | 0.26% | +10,455 | New |
| Capital Asset Advisory Services LLC | 10,486 | $394.0K | 0.04% | −143−1.3% | Reduced |
| Investment Management of Virginia LLC | 10,500 | $395.0K | 0.06% | 00.0% | Unchanged |
| Forte Capital LLC | 10,560 | $397.0K | 0.05% | −840−7.4% | Reduced |
| West Branch Capital LLC | 10,592 | $398.0K | 0.17% | +22+0.2% | Added |
| Karn, Couzens & Associates, Inc. | 10,617 | $399.0K | 0.27% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 10,624 | $399.0K | 0.40% | +10,624 | New |
| FourThought Financial, LLC | 10,627 | $400.0K | 0.05% | −1,076−9.2% | Reduced |
| YHB Investment Advisors, Inc. | 10,643 | $400.0K | 0.03% | −478−4.3% | Reduced |
| Kings Point Capital Management | 10,653 | $401.0K | 0.03% | +1,500+16.4% | Added |
| Kinloch Capital, LLC | 10,692 | $402.0K | 0.25% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,794 | $406.0K | 0.13% | −290−2.6% | Reduced |
| Financial Strategies Group, Inc. | 10,800 | $406.0K | 0.17% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,848 | $407.9K | 0.11% | −600−5.2% | Reduced |
| Summit Global Investments | 10,869 | $409.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 10,910 | $410.0K | 0.01% | +166+1.5% | Added |
| Wealthsource Partners, LLC | 11,003 | $414.0K | 0.03% | +910+9.0% | Added |
| Sepio Capital, LP | 11,032 | $415.0K | 0.03% | +253+2.3% | Added |
| Blueshift Asset Management, LLC | 11,094 | $417.0K | 0.04% | −19,911−64.2% | Reduced |
| Truvestments Capital LLC | 11,086 | $417.0K | 0.21% | +27+0.2% | Added |
| First Nebraska Trust Co | 11,100 | $417.4K | 0.05% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 11,119 | $418.0K | 0.06% | +11,119 | New |
| Frisch Financial Group, Inc. | 11,156 | $419.0K | 0.13% | +12+0.1% | Added |
| Executive Wealth Management, LLC | 11,183 | $420.0K | 0.04% | +11,183 | New |
| Tandem Investment Advisors, Inc. | 11,200 | $421.0K | 0.03% | −2,210−16.5% | Reduced |
| Ashfield Capital Partners, LLC | 11,250 | $423.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $424.0K | 0.13% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $426.0K | 0.31% | +11,337 | New |
| Kaydan Wealth Management, Inc. | 11,349 | $426.7K | 0.16% | +11,349 | New |
| Relyea Zuckerberg Hanson LLC | 12,554 | $428.0K | 0.16% | −2,104−14.4% | Reduced |
| King Luther Capital Management Corp | 11,384 | $428.0K | 0.00% | −160−1.4% | Reduced |
| Mayflower Financial Advisors, LLC | 11,407 | $429.0K | 0.06% | −164−1.4% | Reduced |
| SOL Capital Management CO | 11,400 | $429.0K | 0.08% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 11,436 | $430.0K | 0.11% | −3,513−23.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $433.0K | 0.19% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 11,517 | $433.0K | 0.13% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,505 | $433.0K | 0.11% | +49+0.4% | Added |