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 |
|---|---|---|---|---|---|
| Pinnacle Private Wealth, LLC | 11,602 | $436.0K | 0.14% | +11,602 | New |
| Fagan Associates, Inc. | 11,631 | $437.0K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 11,622 | $437.0K | 0.18% | +89+0.8% | Added |
| Resources Investment Advisors, LLC. | 11,657 | $438.0K | 0.02% | −8,593−42.4% | Reduced |
| Strategic Financial Services, Inc, | 11,641 | $438.0K | 0.03% | −143−1.2% | Reduced |
| Trust Co of Toledo NA | 11,712 | $440.0K | 0.07% | −825−6.6% | Reduced |
| Choate Investment Advisors | 11,736 | $441.0K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 11,766 | $442.0K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 11,750 | $442.0K | 0.03% | +390+3.4% | Added |
| Los Angeles Capital Management LLC | 11,787 | $443.0K | 0.00% | −994−7.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,820 | $444.0K | 0.01% | −1,842−13.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $444.0K | 0.13% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,910 | $448.0K | 0.05% | +135+1.1% | Added |
| Sound Income Strategies, LLC | 11,934 | $449.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,949 | $449.0K | 0.09% | +328+2.8% | Added |
| Stonnington Group, LLC | 12,385 | $450.0K | 0.10% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 11,970 | $450.0K | 0.03% | +40.0% | Added |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $451.0K | 0.65% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 12,006 | $451.0K | 0.13% | −275−2.2% | Reduced |
| Quadrant Capital Group LLC | 12,014 | $452.0K | 0.05% | +771+6.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,065 | $454.0K | 0.27% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,071 | $454.0K | 0.01% | +154+1.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,090 | $455.0K | 0.30% | +390+3.3% | Added |
| Reilly Financial Advisors, LLC | 12,097 | $455.0K | 0.03% | +433+3.7% | Added |
| Heritage Trust Co | 12,131 | $456.0K | 0.06% | −43−0.4% | Reduced |
| Prospera Financial Services Inc | 12,188 | $458.0K | 0.02% | +1,930+18.8% | Added |
| Baker Tilly Wealth Management, LLC | 12,213 | $459.0K | 0.05% | +2,586+26.9% | Added |
| Confluence Wealth Services, Inc. | 12,245 | $460.0K | 0.15% | +12,245 | New |
| PVG Asset Management Corp | 12,238 | $460.1K | 1.68% | +12,238 | New |
| Shufro Rose & Co LLC | 12,299 | $462.0K | 0.03% | −900−6.8% | Reduced |
| Financial Network Wealth Management LLC | 12,300 | $462.0K | 0.23% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 12,390 | $466.0K | 0.18% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 12,381 | $466.0K | 0.18% | +10.0% | Added |
| First Capital Advisors Group, LLC. | 12,412 | $467.0K | 0.26% | +12,412 | New |
| Gamble Jones Investment Counsel | 12,475 | $469.0K | 0.03% | +1,000+8.7% | Added |
| Soltis Investment Advisors LLC | 12,535 | $471.0K | 0.07% | +50.0% | Added |
| Kovack Advisors, Inc. | 12,574 | $473.0K | 0.05% | +5,848+86.9% | Added |
| IFP Advisors, Inc | 12,701 | $475.0K | 0.01% | −376−2.9% | Reduced |
| CWM Advisors, LLC | 12,631 | $475.0K | 0.05% | −57−0.4% | Reduced |
| Bigelow Investment Advisors, LLC | 12,751 | $479.0K | 0.22% | −900−6.6% | Reduced |
| Bar Harbor Trust Services | 12,735 | $479.0K | 0.13% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 12,774 | $480.0K | 0.04% | −1,194−8.5% | Reduced |
| St Germain D J Co Inc | 12,771 | $480.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 12,786 | $481.0K | 0.09% | +1,500+13.3% | Added |
| McLean Asset Management Corp | 13,142 | $482.0K | 0.19% | +78+0.6% | Added |
| Goelzer Investment Management, Inc. | 12,833 | $483.0K | 0.04% | −3,190−19.9% | Reduced |
| MidWestOne Financial Group, Inc. | 12,894 | $485.0K | 0.10% | 00.0% | Unchanged |
| KCS Wealth Advisory | 12,896 | $485.0K | 0.19% | +375+3.0% | Added |
| Archford Capital Strategies, LLC | 12,975 | $488.0K | 0.11% | −141−1.1% | Reduced |
| Parallel Advisors, LLC | 13,021 | $490.0K | 0.02% | −7,879−37.7% | Reduced |
| Tiemann Investment Advisors, LLC | 13,121 | $493.0K | 0.21% | +50.0% | Added |
| MEMBERS Trust Co | 13,200 | $496.0K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 13,219 | $497.0K | 0.10% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 13,275 | $499.0K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,357 | $502.0K | 0.01% | +13,357 | New |
| Nwam LLC | 13,368 | $503.0K | 0.04% | −2,756−17.1% | Reduced |
| Lido Advisors, LLC | 13,385 | $503.0K | 0.01% | +1,185+9.7% | Added |
| CAPROCK Group, Inc. | 13,408 | $504.0K | 0.04% | −1,398−9.4% | Reduced |
| Mission Wealth Management, LP | 13,397 | $504.0K | 0.02% | +278+2.1% | Added |
| Tdam USA Inc. | 13,444 | $505.0K | 0.03% | +706+5.5% | Added |
| Canal Capital Management, LLC | 13,460 | $506.0K | 0.12% | +1,528+12.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,557 | $510.0K | 0.03% | −1,967−12.7% | Reduced |
| Bridgewater Advisors Inc. | 13,574 | $510.0K | 0.11% | −15−0.1% | Reduced |
| Compton Capital Management Inc | 13,700 | $515.0K | 0.13% | −1,100−7.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,800 | $519.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 13,800 | $519.0K | 0.04% | 00.0% | Unchanged |
| Girard Partners Ltd. | 13,851 | $520.0K | 0.06% | +104+0.8% | Added |
| JB Capital LLC | 13,841 | $520.5K | 0.05% | +1,531+12.4% | Added |
| IVC Wealth Advisors LLC | 13,879 | $522.0K | 0.34% | −1,290−8.5% | Reduced |
| Triad Financial Advisors, Inc. | 13,878 | $522.0K | 0.31% | +13,878 | New |
| 180 Wealth Advisors, LLC | 15,394 | $525.0K | 0.12% | −1,046−6.4% | Reduced |
| Flputnam Investment Management Co | 13,958 | $525.0K | 0.02% | −445−3.1% | Reduced |
| 1st Source Bank | 13,950 | $525.0K | 0.03% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 13,986 | $526.0K | 0.06% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 14,000 | $526.0K | 0.01% | +14,000 | New |
| Evercore Wealth Management, LLC | 14,199 | $534.0K | 0.01% | 00.0% | Unchanged |
| Marathon Capital Management | 14,228 | $535.0K | 0.13% | −8,190−36.5% | Reduced |
| Patten & Patten Inc | 14,219 | $535.0K | 0.04% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 14,232 | $535.0K | 0.10% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 14,250 | $536.0K | 0.32% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14,334 | $539.0K | 0.13% | −2,133−13.0% | Reduced |
| Oliver Luxxe Assets LLC | 14,330 | $539.0K | 0.14% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 14,351 | $540.0K | 0.11% | −350−2.4% | Reduced |
| Diversified Portfolios, Inc. | 14,400 | $541.0K | 0.13% | 00.0% | Unchanged |
| FC Advisory LLC | 14,400 | $541.0K | 0.23% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 14,408 | $541.7K | 0.01% | +13,956+3,087.6% | Added |
| Holderness Investments Co | 14,512 | $546.0K | 0.16% | −1,175−7.5% | Reduced |
| Gladstone Institutional Advisory LLC | 14,659 | $551.0K | 0.04% | −1,469−9.1% | Reduced |
| Avantax Planning Partners, Inc. | 14,694 | $552.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 14,673 | $552.0K | 0.04% | 00.0% | Unchanged |
| Covenant Partners, LLC | 14,799 | $556.0K | 0.21% | 00.0% | Unchanged |
| Bangor Savings Bank | 14,796 | $557.0K | 0.05% | 00.0% | Unchanged |
| NBT Bank N A | 14,868 | $559.0K | 0.07% | −705−4.5% | Reduced |
| TBH Global Asset Management, LLC | 14,901 | $560.0K | 0.12% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $560.0K | 0.44% | 00.0% | Unchanged |
| Everett Harris & Co | 15,069 | $567.0K | 0.01% | 00.0% | Unchanged |
| Arden Trust Co | 15,100 | $567.0K | 0.10% | +15,100 | New |
| Partners in Financial Planning | 17,052 | $569.0K | 0.17% | 00.0% | Unchanged |
| Engine No. 1 LLC | 15,184 | $571.0K | 0.12% | +3,044+25.1% | Added |
| Providence Capital Advisors, LLC | 15,243 | $573.0K | 0.16% | −110,800−87.9% | Reduced |