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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 15,299 | $573.0K | 0.11% | +17+0.1% | Added |
| Capital Investment Advisors, LLC | 15,248 | $573.0K | 0.02% | +43+0.3% | Added |
| FRG Family Wealth Advisors LLC | 15,300 | $575.0K | 0.11% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 15,300 | $575.0K | 0.51% | +15,300 | New |
| First National Trust Co | 15,384 | $579.0K | 0.03% | +31+0.2% | Added |
| McKinley Carter Wealth Services, Inc. | 15,465 | $581.0K | 0.04% | −1,275−7.6% | Reduced |
| Wintrust Investments LLC | 15,489 | $582.0K | 0.06% | +15,489 | New |
| Regal Investment Advisors LLC | 15,520 | $584.0K | 0.05% | −109−0.7% | Reduced |
| Alpha Omega Wealth Management LLC | 16,097 | $591.0K | 0.09% | +50.0% | Added |
| ARS Wealth Advisors Group, LLC | 15,712 | $591.0K | 0.10% | +10.0% | Added |
| Assetmark, Inc | 15,731 | $591.0K | 0.00% | +7,134+83.0% | Added |
| Lindbrook Capital, LLC | 15,717 | $591.0K | 0.09% | +9,460+151.2% | Added |
| Successful Portfolios LLC | 15,762 | $593.0K | 0.32% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 15,768 | $593.0K | 0.06% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 15,860 | $596.0K | 0.04% | +516+3.4% | Added |
| Jump Financial, LLC | 16,017 | $602.0K | 0.04% | +16,017 | New |
| Integrated Advisors Network LLC | 16,035 | $603.0K | 0.04% | +64+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 15,914 | $603.0K | 0.05% | +422+2.7% | Added |
| TD Private Client Wealth LLC | 16,048 | $603.4K | 0.03% | +250+1.6% | Added |
| Collective Family Office LLC | 16,080 | $605.0K | 0.24% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 16,097 | $605.0K | 0.10% | +75+0.5% | Added |
| Indiana Trust & Investment Management CO | 16,125 | $606.0K | 0.28% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 16,144 | $607.0K | 0.16% | +2,531+18.6% | Added |
| Boston Financial Mangement LLC | 16,182 | $608.0K | 0.02% | −2,100−11.5% | Reduced |
| AMG National Trust Bank | 16,179 | $609.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 16,236 | $610.0K | 0.05% | +70.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,227 | $610.0K | 0.10% | +1,388+9.4% | Added |
| KB Financial Partners, LLC | 16,235 | $610.0K | 0.18% | +2,667+19.7% | Added |
| Curran Financial Partners, LLC | 16,245 | $611.0K | 0.26% | −16,245−50.0% | Reduced |
| NTV Asset Management LLC | 16,251 | $611.0K | 0.10% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 16,242 | $611.0K | 0.21% | +222+1.4% | Added |
| Gyon Technologies Capital Management, LP | 16,320 | $614.0K | 0.11% | −64,646−79.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 16,383 | $616.0K | 0.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 16,427 | $618.0K | 0.04% | −4,168−20.2% | Reduced |
| Financial Consulate, Inc | 16,504 | $621.0K | 0.22% | +37+0.2% | Added |
| Investors Asset Management of Georgia Inc | 16,595 | $624.0K | 0.30% | +300+1.8% | Added |
| Mirova | 16,715 | $628.0K | 0.08% | +487+3.0% | Added |
| Platform Technology Partners | 16,716 | $629.0K | 0.28% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 16,808 | $632.0K | 0.04% | +1,831+12.2% | Added |
| Mystic Asset Management, Inc. | 16,813 | $632.0K | 0.30% | +16,813 | New |
| Tillar-Wenstrup Advisors, LLC | 16,890 | $635.0K | 0.30% | 00.0% | Unchanged |
| Estabrook Capital Management | 17,025 | $640.1K | 0.09% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 17,107 | $643.0K | 0.56% | +17,107 | New |
| Asset Dedication, LLC | 17,293 | $651.0K | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 17,246 | $652.0K | 0.54% | −1,200−6.5% | Reduced |
| Manchester Capital Management LLC | 17,370 | $653.0K | 0.09% | +3,000+20.9% | Added |
| Guyasuta Investment Advisors Inc | 17,400 | $654.0K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 17,442 | $655.0K | 0.03% | +3,600+26.0% | Added |
| Forum Financial Management, LP | 17,415 | $655.0K | 0.03% | +17,415 | New |
| MBB Public Markets I LLC | 17,499 | $658.0K | 0.01% | +17,499 | New |
| Advisory Alpha, LLC | 17,540 | $660.0K | 0.04% | +5,150+41.6% | Added |
| Rede Wealth, LLC | 17,582 | $661.0K | 0.33% | −1,337−7.1% | Reduced |
| Gryphon Financial Partners LLC | 17,613 | $662.0K | 0.13% | −8,457−32.4% | Reduced |
| Baxter Bros Inc | 17,612 | $662.0K | 0.10% | +40.0% | Added |
| Thomas White International Ltd | 17,706 | $666.0K | 0.11% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 17,727 | $667.0K | 0.07% | −246−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $667.0K | 0.21% | 00.0% | Unchanged |
| Smith, Salley & Associates | 17,782 | $669.0K | 0.05% | −129−0.7% | Reduced |
| Whitener Capital Management, Inc. | 17,820 | $670.0K | 0.24% | +13,520+314.4% | Added |
| Burt Wealth Advisors | 17,875 | $672.0K | 0.22% | −125−0.7% | Reduced |
| Baader Bank INC | 17,862 | $672.0K | 0.05% | +17,862 | New |
| Barrett Asset Management, LLC | 17,935 | $674.0K | 0.03% | −410−2.2% | Reduced |
| 1832 Asset Management L.P. | 18,000 | $675.0K | 0.00% | −19,200−51.6% | Reduced |
| Seven Eight Capital, LP | 17,987 | $676.0K | 0.12% | −45,011−71.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 18,013 | $677.0K | 0.04% | −8,453−31.9% | Reduced |
| Two Sigma Securities, LLC | 18,128 | $682.0K | 0.13% | +18,128 | New |
| Clear Harbor Asset Management, LLC | 18,210 | $685.0K | 0.07% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 18,292 | $688.0K | 0.39% | −1,205−6.2% | Reduced |
| Mairs & Power Inc | 18,342 | $690.0K | 0.01% | −900−4.7% | Reduced |
| North Star Investment Management Corp. | 18,360 | $690.0K | 0.05% | +30.0% | Added |
| Frontier Wealth Management LLC | 18,500 | $696.0K | 0.05% | +5,264+39.8% | Added |
| Diversified Trust Co | 18,602 | $699.0K | 0.02% | +8,176+78.4% | Added |
| Barings LLC | 18,669 | $701.0K | 0.02% | −1,722−8.4% | Reduced |
| Mayfair Advisory Group, LLC | 18,900 | $708.0K | 0.94% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 18,874 | $710.0K | 0.30% | +510+2.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,889 | $710.0K | 0.20% | +560+3.1% | Added |
| Levy Wealth Management Group, LLC | 18,897 | $711.0K | 0.32% | +22+0.1% | Added |
| Nicolet Bankshares Inc | 18,963 | $713.0K | 0.16% | −357−1.8% | Reduced |
| Sciencast Management LP | 18,786 | $713.0K | 0.13% | +18,786 | New |
| Certified Advisory Corp | 19,073 | $717.0K | 0.16% | +34+0.2% | Added |
| Garner Asset Management Corp | 19,100 | $718.0K | 0.30% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 19,105 | $719.0K | 0.10% | +3,265+20.6% | Added |
| Wealthcare Advisory Partners LLC | 19,250 | $724.0K | 0.04% | +6,538+51.4% | Added |
| Becker Capital Management Inc | 19,287 | $725.0K | 0.03% | −315−1.6% | Reduced |
| Golden State Wealth Management, LLC | 19,355 | $728.0K | 0.13% | +8,520+78.6% | Added |
| Metis Global Partners, LLC | 19,358 | $728.0K | 0.20% | +19,358 | New |
| Tributary Capital Management, LLC | 19,400 | $729.0K | 0.06% | −600−3.0% | Reduced |
| Secure Asset Management, LLC | 19,412 | $730.0K | 0.30% | +20+0.1% | Added |
| Gofen & Glossberg LLC | 19,487 | $733.0K | 0.02% | −108−0.6% | Reduced |
| Sabal Trust CO | 19,500 | $733.0K | 0.05% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 19,498 | $733.0K | 0.54% | +19,498 | New |
| Integrated Wealth Concepts LLC | 19,585 | $736.0K | 0.02% | −2,517−11.4% | Reduced |
| SlateStone Wealth, LLC | 19,647 | $739.0K | 0.16% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 19,647 | $739.0K | 0.82% | +19,647 | New |
| Integrated Investment Consultants, LLC | 19,682 | $740.0K | 0.20% | +150+0.8% | Added |
| Laidlaw Wealth Management LLC | 19,685 | $740.0K | 0.12% | +19,685 | New |
| Snowden Capital Advisors LLC | 19,819 | $745.0K | 0.04% | −5,246−20.9% | Reduced |
| Cypress Capital Group | 19,835 | $746.0K | 0.09% | −3,390−14.6% | Reduced |
| Colonial Trust Advisors | 19,830 | $746.0K | 0.08% | +200+1.0% | Added |
| Altium Wealth Management LLC | 20,045 | $754.0K | 0.05% | +695+3.6% | Added |