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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 26,669 | $1.00M | 0.02% | +16,257+156.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 26,738 | $1.00M | 0.10% | +1,071+4.2% | Added |
| Adirondack Trust Co | 26,880 | $1.01M | 0.48% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 27,000 | $1.02M | 0.74% | 00.0% | Unchanged |
| Howland Capital Management LLC | 27,108 | $1.02M | 0.05% | +78+0.3% | Added |
| Bradley Foster & Sargent Inc | 27,197 | $1.02M | 0.02% | +20,120+284.3% | Added |
| Canandaigua National Corp | 27,234 | $1.02M | 0.15% | −671−2.4% | Reduced |
| Philadelphia Trust Co | 27,225 | $1.02M | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 27,300 | $1.03M | 0.67% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 27,299 | $1.03M | 0.03% | +1,796+7.0% | Added |
| Valley Brook Capital Group | 27,375 | $1.03M | 0.89% | 00.0% | Unchanged |
| Washington Trust Bank | 27,390 | $1.03M | 0.10% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 27,848 | $1.03M | 0.29% | +3,140+12.7% | Added |
| Stock Yards Bank & Trust Co | 27,486 | $1.03M | 0.05% | +15,947+138.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 27,950 | $1.04M | 0.30% | +6,500+30.3% | Added |
| Essex Financial Services, Inc. | 27,764 | $1.04M | 0.10% | +3,062+12.4% | Added |
| Vestcor Inc | 27,825 | $1.05M | 0.04% | −5,663−16.9% | Reduced |
| Parsec Financial Management, Inc. | 27,842 | $1.05M | 0.04% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 27,921 | $1.05M | 0.43% | +655+2.4% | Added |
| Northstar Group, Inc. | 28,032 | $1.05M | 0.25% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 28,111 | $1.06M | 0.36% | +477+1.7% | Added |
| Tfo-TDC, LLC | 29,412 | $1.06M | 0.20% | +29,412 | New |
| Kingsview Wealth Management, LLC | 28,300 | $1.06M | 0.04% | +5,992+26.9% | Added |
| Cerity Partners LLC | 28,370 | $1.07M | 0.02% | +8,959+46.2% | Added |
| Capital Directions Investment Advisors, LLC | 28,500 | $1.07M | 0.31% | +28,500 | New |
| Westfield Capital Management Co LP | 28,590 | $1.07M | 0.01% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 28,709 | $1.08M | 0.20% | −308−1.1% | Reduced |
| Johnson Financial Group, Inc. | 28,722 | $1.08M | 0.07% | 00.0% | Unchanged |
| Clarius Group, LLC | 28,790 | $1.08M | 0.09% | +604+2.1% | Added |
| XML Financial, LLC | 28,834 | $1.08M | 0.13% | +10.0% | Added |
| Morse Asset Management, Inc | 28,965 | $1.09M | 0.24% | +50.0% | Added |
| Verition Fund Management LLC | 29,025 | $1.09M | 0.01% | +29,025 | New |
| Sanford Advisory Services, LLC | 29,070 | $1.09M | 0.25% | 00.0% | Unchanged |
| Resources Management Corp | 29,396 | $1.10M | 0.14% | −420−1.4% | Reduced |
| Corient Capital Partners, LLC | 29,397 | $1.10M | 0.07% | +984+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,572 | $1.11M | 0.05% | +4,010+15.7% | Added |
| Avidian Wealth Solutions, LLC | 29,599 | $1.11M | 0.07% | +22,117+295.6% | Added |
| Engrave Wealth Partners LLC | 29,658 | $1.11M | 0.32% | +10.0% | Added |
| Fruth Investment Management | 29,700 | $1.12M | 0.31% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 29,705 | $1.12M | 0.11% | +4,677+18.7% | Added |
| Lincoln National Corp | 29,714 | $1.12M | 0.02% | +4,173+16.3% | Added |
| Acorn Wealth Advisors, LLC | 29,770 | $1.12M | 0.71% | −204−0.7% | Reduced |
| SkyView Investment Advisors, LLC | 15,345 | $1.12M | 0.25% | −11,596−43.0% | Reduced |
| Aigen Investment Management, LP | 31,523 | $1.12M | 0.07% | +31,523 | New |
| Vista Investment Management | 29,891 | $1.12M | 0.61% | −211−0.7% | Reduced |
| Sandbar Asset Management LLP | 29,960 | $1.13M | 0.56% | −402,097−93.1% | Reduced |
| Harbor Advisors LLC | 30,000 | $1.13M | 0.21% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 30,166 | $1.13M | 0.08% | +940+3.2% | Added |
| First National Bank of South Miami | 30,228 | $1.14M | 0.69% | 00.0% | Unchanged |
| Intersect Capital LLC | 30,276 | $1.14M | 0.21% | −2,174−6.7% | Reduced |
| PBMares Wealth Management LLC | 30,267 | $1.14M | 0.48% | +441+1.5% | Added |
| Benin Management CORP | 30,300 | $1.14M | 0.34% | 00.0% | Unchanged |
| Peoples Bank | 30,298 | $1.14M | 0.56% | +310+1.0% | Added |
| Main Street Financial Solutions, LLC | 30,349 | $1.14M | 0.16% | −1,963−6.1% | Reduced |
| Seeyond | 30,419 | $1.14M | 0.11% | −281−0.9% | Reduced |
| Systematic Financial Management LP | 30,600 | $1.15M | 0.03% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 30,802 | $1.16M | 0.01% | +30,802 | New |
| Legacy Private Trust Co. | 30,873 | $1.16M | 0.09% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 31,250 | $1.18M | 0.52% | +31,250 | New |
| We Are One Seven, LLC | 31,469 | $1.18M | 0.12% | +6,530+26.2% | Added |
| Valeo Financial Advisors, LLC | 31,522 | $1.19M | 0.06% | +819+2.7% | Added |
| Optiver Holding B.V. | 39,955 | $1.19M | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 31,698 | $1.19M | 0.04% | +21,069+198.2% | Added |
| Atlantic Union Bankshares Corp | 31,698 | $1.19M | 0.10% | +1,104+3.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 31,862 | $1.20M | 0.68% | −2,188−6.4% | Reduced |
| Sage Investment Advisers LLC | 31,901 | $1.20M | 1.54% | +31,901 | New |
| Marcum Wealth, LLC | 31,902 | $1.20M | 0.17% | −770−2.4% | Reduced |
| Unio Capital LLC | 31,920 | $1.20M | 4.27% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 31,931 | $1.20M | 0.23% | +57+0.2% | Added |
| Foundations Investment Advisors, LLC | 32,923 | $1.21M | 0.05% | −1,904−5.5% | Reduced |
| SRN Advisors, LLC | 32,117 | $1.21M | 0.43% | +32,117 | New |
| Brown Brothers Harriman & Co | 32,166 | $1.21M | 0.01% | −1,251−3.7% | Reduced |
| Koshinski Asset Management, Inc. | 32,188 | $1.21M | 0.10% | −389−1.2% | Reduced |
| Wellington Shields & Co., LLC | 32,230 | $1.21M | 0.24% | +120+0.4% | Added |
| United Bank | 32,415 | $1.22M | 0.15% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 32,431 | $1.22M | 0.08% | +5,325+19.6% | Added |
| Souders Financial Advisors | 32,539 | $1.22M | 0.35% | +2,070+6.8% | Added |
| Washington Trust Co | 32,571 | $1.22M | 0.05% | −3,750−10.3% | Reduced |
| Valmark Advisers, Inc. | 32,675 | $1.23M | 0.02% | −595−1.8% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 33,673 | $1.24M | 0.20% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 33,000 | $1.24M | 0.01% | +33,000 | New |
| MUFG Americas Holdings Corp | 33,345 | $1.25M | 0.02% | −1,166−3.4% | Reduced |
| Terra Nova Asset Management LLC | 33,508 | $1.26M | 0.94% | −476−1.4% | Reduced |
| Kore Private Wealth LLC | 33,630 | $1.26M | 0.15% | −166−0.5% | Reduced |
| Jacobi Capital Management LLC | 33,630 | $1.26M | 0.15% | +29+0.1% | Added |
| Community Trust & Investment Co | 33,750 | $1.27M | 0.10% | +17,775+111.3% | Added |
| Ossiam | 33,839 | $1.27M | 0.03% | −6,960−17.1% | Reduced |
| Quaero Capital S.A. | 33,900 | $1.27M | 0.87% | −32,000−48.6% | Reduced |
| Wealthspire Advisors, LLC | 33,930 | $1.28M | 0.03% | +4,036+13.5% | Added |
| Pensionfund DSM Netherlands | 34,000 | $1.28M | 0.15% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 34,100 | $1.28M | 0.75% | +8,000+30.7% | Added |
| Boyd Watterson Asset Management LLC | 34,204 | $1.29M | 0.43% | −29−0.1% | Reduced |
| Centiva Capital, LP | 34,222 | $1.29M | 0.08% | +11,461+50.4% | Added |
| Pitcairn Co | 34,295 | $1.29M | 0.08% | −57−0.2% | Reduced |
| Horizon Investments, LLC | 34,355 | $1.29M | 0.04% | +19,690+134.3% | Added |
| Transcend Wealth Collective, LLC | 34,532 | $1.30M | 0.11% | +244+0.7% | Added |
| First Hawaiian Bank | 34,753 | $1.31M | 0.04% | −458−1.3% | Reduced |
| Fairfield, Bush & Co. | 34,800 | $1.31M | 0.63% | 00.0% | Unchanged |
| Maryland Capital Management | 35,099 | $1.32M | 0.07% | +3,060+9.6% | Added |
| Meiji Yasuda Life Insurance Co | 35,132 | $1.32M | 0.02% | −1,139−3.1% | Reduced |