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 |
|---|---|---|---|---|---|
| Rede Wealth, LLC | 17,582 | $661.0K | 0.33% | −1,337−7.1% | Reduced |
| Advisory Alpha, LLC | 17,540 | $660.0K | 0.04% | +5,150+41.6% | Added |
| MBB Public Markets I LLC | 17,499 | $658.0K | 0.01% | +17,499 | New |
| 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 |
| Guyasuta Investment Advisors Inc | 17,400 | $654.0K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17,370 | $653.0K | 0.09% | +3,000+20.9% | Added |
| Accurate Wealth Management, LLC | 17,246 | $652.0K | 0.54% | −1,200−6.5% | Reduced |
| Asset Dedication, LLC | 17,293 | $651.0K | 0.08% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 17,107 | $643.0K | 0.56% | +17,107 | New |
| Estabrook Capital Management | 17,025 | $640.1K | 0.09% | 00.0% | Unchanged |
| Tillar-Wenstrup Advisors, LLC | 16,890 | $635.0K | 0.30% | 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 |
| Platform Technology Partners | 16,716 | $629.0K | 0.28% | 00.0% | Unchanged |
| Mirova | 16,715 | $628.0K | 0.08% | +487+3.0% | Added |
| Investors Asset Management of Georgia Inc | 16,595 | $624.0K | 0.30% | +300+1.8% | Added |
| Financial Consulate, Inc | 16,504 | $621.0K | 0.22% | +37+0.2% | Added |
| RFG Advisory, LLC | 16,427 | $618.0K | 0.04% | −4,168−20.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 16,383 | $616.0K | 0.07% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 16,320 | $614.0K | 0.11% | −64,646−79.8% | Reduced |
| 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 |
| 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 |
| AMG National Trust Bank | 16,179 | $609.0K | 0.02% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 16,182 | $608.0K | 0.02% | −2,100−11.5% | Reduced |
| Calton & Associates, Inc. | 16,144 | $607.0K | 0.16% | +2,531+18.6% | Added |
| Indiana Trust & Investment Management CO | 16,125 | $606.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 16,048 | $603.4K | 0.03% | +250+1.6% | Added |
| 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 |
| Jump Financial, LLC | 16,017 | $602.0K | 0.04% | +16,017 | New |
| Lake Street Advisors Group, LLC | 15,860 | $596.0K | 0.04% | +516+3.4% | 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 |
| 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 |
| Regal Investment Advisors LLC | 15,520 | $584.0K | 0.05% | −109−0.7% | Reduced |
| Wintrust Investments LLC | 15,489 | $582.0K | 0.06% | +15,489 | New |
| McKinley Carter Wealth Services, Inc. | 15,465 | $581.0K | 0.04% | −1,275−7.6% | Reduced |
| First National Trust Co | 15,384 | $579.0K | 0.03% | +31+0.2% | 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 |
| Providence Capital Advisors, LLC | 15,243 | $573.0K | 0.16% | −110,800−87.9% | Reduced |
| 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 |
| Engine No. 1 LLC | 15,184 | $571.0K | 0.12% | +3,044+25.1% | Added |
| Partners in Financial Planning | 17,052 | $569.0K | 0.17% | 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 |
| 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 |
| NBT Bank N A | 14,868 | $559.0K | 0.07% | −705−4.5% | Reduced |
| Bangor Savings Bank | 14,796 | $557.0K | 0.05% | 00.0% | Unchanged |
| Covenant Partners, LLC | 14,799 | $556.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| Gladstone Institutional Advisory LLC | 14,659 | $551.0K | 0.04% | −1,469−9.1% | Reduced |
| Holderness Investments Co | 14,512 | $546.0K | 0.16% | −1,175−7.5% | Reduced |
| Advisors Asset Management, Inc. | 14,408 | $541.7K | 0.01% | +13,956+3,087.6% | Added |
| Diversified Portfolios, Inc. | 14,400 | $541.0K | 0.13% | 00.0% | Unchanged |
| FC Advisory LLC | 14,400 | $541.0K | 0.23% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 14,351 | $540.0K | 0.11% | −350−2.4% | Reduced |
| 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 |
| Gables Capital Management Inc. | 14,250 | $536.0K | 0.32% | 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 |
| Evercore Wealth Management, LLC | 14,199 | $534.0K | 0.01% | 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 |
| 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 |
| 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 |
| JB Capital LLC | 13,841 | $520.5K | 0.05% | +1,531+12.4% | Added |
| Girard Partners Ltd. | 13,851 | $520.0K | 0.06% | +104+0.8% | Added |
| 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 |
| Compton Capital Management Inc | 13,700 | $515.0K | 0.13% | −1,100−7.4% | Reduced |
| 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 |
| Canal Capital Management, LLC | 13,460 | $506.0K | 0.12% | +1,528+12.8% | Added |
| Tdam USA Inc. | 13,444 | $505.0K | 0.03% | +706+5.5% | 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 |
| 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 |
| Sequoia Financial Advisors, LLC | 13,357 | $502.0K | 0.01% | +13,357 | New |
| Trustmark National Bank Trust Department | 13,275 | $499.0K | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 13,219 | $497.0K | 0.10% | 00.0% | Unchanged |