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 |
|---|---|---|---|---|---|
| ML & R Wealth Management LLC | 20,079 | $755.0K | 0.28% | +20,079 | New |
| Sentry Investment Management LLC | 20,103 | $756.0K | 0.20% | −1,336−6.2% | Reduced |
| Brookstone Capital Management | 20,172 | $757.0K | 0.01% | +825+4.3% | Added |
| Duncker Streett & Co Inc | 20,292 | $763.0K | 0.13% | +30.0% | Added |
| Hoylecohen, LLC | 20,304 | $763.0K | 0.06% | +664+3.4% | Added |
| Tokio Marine Asset Management Co Ltd | 20,297 | $763.0K | 0.06% | +1,998+10.9% | Added |
| FineMark National Bank & Trust | 20,310 | $764.0K | 0.03% | −147−0.7% | Reduced |
| Syverson Strege & Co | 20,353 | $765.0K | 0.57% | −1,834−8.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 20,461 | $769.0K | 0.03% | −746−3.5% | Reduced |
| Linscomb & Williams, Inc. | 20,489 | $770.0K | 0.04% | −25−0.1% | Reduced |
| Cullen Capital Management LLC | 20,500 | $771.0K | 0.01% | −3,856−15.8% | Reduced |
| Salem Investment Counselors Inc | 20,529 | $772.0K | 0.03% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 20,573 | $773.0K | 0.25% | +55+0.3% | Added |
| HBK Sorce Advisory LLC | 20,611 | $775.0K | 0.04% | −186−0.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 20,635 | $776.0K | 0.12% | −533−2.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,668 | $777.0K | 0.11% | +11+0.1% | Added |
| Sandy Spring Bank | 20,697 | $779.0K | 0.04% | −800−3.7% | Reduced |
| Essex Investment Management Co LLC | 20,721 | $779.0K | 0.09% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 20,740 | $780.0K | 0.13% | +10.0% | Added |
| Clark Capital Management Group, Inc. | 20,745 | $780.0K | 0.01% | +561+2.8% | Added |
| Tocqueville Asset Management L.P. | 20,790 | $782.0K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 20,907 | $786.0K | 0.07% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 20,907 | $786.0K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 20,907 | $786.0K | 0.03% | +20,907 | New |
| New Capital Management LP | 20,956 | $788.0K | 0.41% | 00.0% | Unchanged |
| Brave Asset Management Inc | 20,994 | $789.0K | 0.22% | −300−1.4% | Reduced |
| Optas, LLC | 21,019 | $791.0K | 0.22% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 21,341 | $796.0K | 0.02% | +1,014+5.0% | Added |
| Proequities, Inc. | 21,254 | $799.0K | 0.05% | +740+3.6% | Added |
| Kenfarb & Co. | 21,250 | $799.0K | 0.58% | +21,250 | New |
| Pettyjohn, Wood & White, Inc | 21,485 | $808.0K | 0.17% | −2,390−10.0% | Reduced |
| Everhart Financial Group, Inc. | 21,525 | $809.0K | 0.49% | +1,071+5.2% | Added |
| Southeast Asset Advisors Inc. | 21,534 | $810.0K | 0.11% | −27−0.1% | Reduced |
| Patriot Investment Management Inc. | 21,606 | $812.0K | 0.07% | −985−4.4% | Reduced |
| Lakeside Advisors, INC. | 21,600 | $812.0K | 0.60% | +21,600 | New |
| Rehmann Capital Advisory Group | 21,598 | $812.1K | 0.08% | −723−3.2% | Reduced |
| Stratos Wealth Advisors, LLC | 21,617 | $813.0K | 0.06% | +1,885+9.6% | Added |
| Burke & Herbert Bank & Trust Co | 21,731 | $817.0K | 0.48% | 00.0% | Unchanged |
| Ninepoint Partners LP | 21,728 | $817.0K | 0.30% | 00.0% | Unchanged |
| Welch & Forbes LLC | 21,760 | $818.0K | 0.01% | −3,500−13.9% | Reduced |
| Davidson Trust Co | 21,740 | $818.0K | 0.56% | −190−0.9% | Reduced |
| Rossmore Private Capital | 21,840 | $821.0K | 0.13% | 00.0% | Unchanged |
| Covington Capital Management | 21,827 | $821.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 21,925 | $825.0K | 0.00% | −4,136−15.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,968 | $826.0K | 0.07% | −28,128−56.1% | Reduced |
| Bank of Hawaii | 22,026 | $828.0K | 0.04% | 00.0% | Unchanged |
| WMS Partners, LLC | 22,073 | $830.0K | 0.18% | −10,783−32.8% | Reduced |
| Sanders Morris Harris LLC | 22,500 | $833.0K | 0.14% | 00.0% | Unchanged |
| Markston International LLC | 22,244 | $836.0K | 0.84% | −6,876−23.6% | Reduced |
| Citizens Financial Group Inc | 22,440 | $844.0K | 0.03% | −430−1.9% | Reduced |
| Argyle Capital Management Inc. | 22,572 | $849.0K | 0.26% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 22,616 | $850.0K | 0.16% | +10.0% | Added |
| Fragasso Group Inc. | 22,634 | $851.0K | 0.10% | +21+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 22,869 | $860.0K | 0.09% | 00.0% | Unchanged |
| Change Path, LLC | 22,887 | $861.0K | 0.04% | +339+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 23,023 | $866.0K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 23,056 | $867.0K | 0.02% | +23,056 | New |
| CWM, LLC | 23,217 | $873.0K | 0.01% | +23,217 | New |
| Pioneer Trust Bank N A | 23,385 | $879.0K | 0.23% | 00.0% | Unchanged |
| Intrust Bank NA | 23,379 | $879.0K | 0.11% | +678+3.0% | Added |
| Busey Wealth Management | 23,484 | $882.0K | 0.03% | +1,500+6.8% | Added |
| Venturi Wealth Management, LLC | 23,490 | $883.0K | 0.07% | −1,283−5.2% | Reduced |
| Arkadios Wealth Advisors | 23,645 | $889.0K | 0.12% | +17+0.1% | Added |
| MainStreet Investment Advisors LLC | 23,642 | $889.0K | 0.08% | +23,642 | New |
| AGF Investments LLC | 23,687 | $891.0K | 0.07% | +5,095+27.4% | Added |
| Conning Inc. | 23,783 | $894.0K | 0.02% | −2,388−9.1% | Reduced |
| Cutler Group LP | 23,888 | $898.0K | 0.06% | +23,888 | New |
| Y-Intercept (Hong Kong) Ltd | 23,901 | $899.0K | 0.21% | −5,634−19.1% | Reduced |
| Latitude Advisors, LLC | 23,935 | $900.0K | 0.25% | +20.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 23,953 | $901.0K | 0.46% | +26+0.1% | Added |
| Smithfield Trust Co | 23,950 | $903.0K | 0.06% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 24,096 | $906.0K | 0.25% | −1,292−5.1% | Reduced |
| Belpointe Asset Management LLC | 24,223 | $911.0K | 0.06% | +717+3.1% | Added |
| ARGI Investment Services, LLC | 24,238 | $911.0K | 0.03% | +1,944+8.7% | Added |
| Chicago Trust Co NA | 24,362 | $916.0K | 0.18% | +746+3.2% | Added |
| Crestwood Advisors Group LLC | 24,363 | $916.0K | 0.02% | +24,363 | New |
| StoneX Group Inc. | 24,901 | $936.3K | 0.11% | +440+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 24,981 | $939.0K | 0.08% | +4,924+24.6% | Added |
| CoreCap Advisors, LLC | 24,993 | $940.0K | 0.06% | +24,993 | New |
| Connecticut Wealth Management, LLC | 25,141 | $945.0K | 0.07% | +17+0.1% | Added |
| Abbot Financial Management, Inc. | 25,205 | $948.0K | 0.42% | −1,045−4.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,303 | $951.0K | 0.10% | +4,303+20.5% | Added |
| Massmutual Trust Co FSB | 25,441 | $957.0K | 0.04% | +22,232+692.8% | Added |
| KCM Investment Advisors LLC | 25,473 | $958.0K | 0.03% | +4,395+20.9% | Added |
| Brewin Dolphin Ltd | 25,598 | $962.0K | 0.04% | +21,296+495.0% | Added |
| Simmons Bank | 25,622 | $964.0K | 0.07% | −148−0.6% | Reduced |
| Boston Trust Walden Corp | 25,646 | $964.0K | 0.01% | +15,299+147.9% | Added |
| Quantum Private Wealth, LLC | 25,656 | $964.0K | 0.37% | +25,656 | New |
| Lyell Wealth Management, LP | 25,698 | $966.0K | 0.11% | −558−2.1% | Reduced |
| Fulton Bank, N.A. | 25,695 | $966.0K | 0.04% | +66+0.3% | Added |
| Versor Investments LP | 25,738 | $968.0K | 0.03% | +25,738 | New |
| E Fund Management Co., Ltd. | 25,759 | $969.0K | 0.03% | −506−1.9% | Reduced |
| Western Wealth Management, LLC | 25,620 | $970.0K | 0.10% | +25,620 | New |
| Blue Bell Private Wealth Management, LLC | 25,825 | $971.0K | 0.26% | +25,825 | New |
| Moneta Group Investment Advisors LLC | 25,851 | $972.0K | 0.04% | +4,802+22.8% | Added |
| Oakworth Capital, Inc. | 25,944 | $975.0K | 0.08% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 26,067 | $980.0K | 0.06% | −3,240−11.1% | Reduced |
| Jupiter Asset Management Ltd | 26,490 | $988.0K | 0.01% | +15,542+142.0% | Added |
| Park Avenue Securities LLC | 26,381 | $992.0K | 0.02% | +3,061+13.1% | Added |
| Navalign, LLC | 26,438 | $994.0K | 0.40% | −475−1.8% | Reduced |