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 |
|---|---|---|---|---|---|
| MEMBERS Trust Co | 13,200 | $496.0K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 13,121 | $493.0K | 0.21% | +50.0% | Added |
| Parallel Advisors, LLC | 13,021 | $490.0K | 0.02% | −7,879−37.7% | Reduced |
| Archford Capital Strategies, LLC | 12,975 | $488.0K | 0.11% | −141−1.1% | 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 |
| Goelzer Investment Management, Inc. | 12,833 | $483.0K | 0.04% | −3,190−19.9% | Reduced |
| McLean Asset Management Corp | 13,142 | $482.0K | 0.19% | +78+0.6% | Added |
| Capital Investment Counsel, Inc | 12,786 | $481.0K | 0.09% | +1,500+13.3% | Added |
| 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 |
| 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 |
| 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 |
| Kovack Advisors, Inc. | 12,574 | $473.0K | 0.05% | +5,848+86.9% | Added |
| Soltis Investment Advisors LLC | 12,535 | $471.0K | 0.07% | +50.0% | Added |
| Gamble Jones Investment Counsel | 12,475 | $469.0K | 0.03% | +1,000+8.7% | Added |
| First Capital Advisors Group, LLC. | 12,412 | $467.0K | 0.26% | +12,412 | New |
| 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 |
| 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 |
| PVG Asset Management Corp | 12,238 | $460.1K | 1.68% | +12,238 | New |
| Confluence Wealth Services, Inc. | 12,245 | $460.0K | 0.15% | +12,245 | New |
| Baker Tilly Wealth Management, LLC | 12,213 | $459.0K | 0.05% | +2,586+26.9% | Added |
| Prospera Financial Services Inc | 12,188 | $458.0K | 0.02% | +1,930+18.8% | Added |
| Heritage Trust Co | 12,131 | $456.0K | 0.06% | −43−0.4% | Reduced |
| 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 |
| 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 |
| Quadrant Capital Group LLC | 12,014 | $452.0K | 0.05% | +771+6.9% | 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 |
| 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 |
| 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 |
| JNBA Financial Advisors | 11,910 | $448.0K | 0.05% | +135+1.1% | Added |
| 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 |
| Los Angeles Capital Management LLC | 11,787 | $443.0K | 0.00% | −994−7.8% | Reduced |
| 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 |
| Choate Investment Advisors | 11,736 | $441.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 11,712 | $440.0K | 0.07% | −825−6.6% | Reduced |
| 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 |
| 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 |
| Pinnacle Private Wealth, LLC | 11,602 | $436.0K | 0.14% | +11,602 | New |
| Wealth Alliance Advisory Group, LLC | 11,520 | $433.0K | 0.19% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 11,517 | $433.0K | 0.13% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,505 | $433.0K | 0.11% | +49+0.4% | Added |
| Ullmann Financial Group, Inc. | 11,436 | $430.0K | 0.11% | −3,513−23.5% | Reduced |
| Mayflower Financial Advisors, LLC | 11,407 | $429.0K | 0.06% | −164−1.4% | Reduced |
| SOL Capital Management CO | 11,400 | $429.0K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 12,554 | $428.0K | 0.16% | −2,104−14.4% | Reduced |
| King Luther Capital Management Corp | 11,384 | $428.0K | 0.00% | −160−1.4% | Reduced |
| Kaydan Wealth Management, Inc. | 11,349 | $426.7K | 0.16% | +11,349 | New |
| Acute Investment Advisory, LLC | 11,337 | $426.0K | 0.31% | +11,337 | New |
| Financial Advisors, LLC | 11,289 | $424.0K | 0.13% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 11,250 | $423.0K | 0.03% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 11,200 | $421.0K | 0.03% | −2,210−16.5% | Reduced |
| Executive Wealth Management, LLC | 11,183 | $420.0K | 0.04% | +11,183 | New |
| Frisch Financial Group, Inc. | 11,156 | $419.0K | 0.13% | +12+0.1% | Added |
| Berger Financial Group, Inc | 11,119 | $418.0K | 0.06% | +11,119 | New |
| First Nebraska Trust Co | 11,100 | $417.4K | 0.05% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 11,094 | $417.0K | 0.04% | −19,911−64.2% | Reduced |
| Truvestments Capital LLC | 11,086 | $417.0K | 0.21% | +27+0.2% | Added |
| Sepio Capital, LP | 11,032 | $415.0K | 0.03% | +253+2.3% | Added |
| Wealthsource Partners, LLC | 11,003 | $414.0K | 0.03% | +910+9.0% | Added |
| Gradient Investments LLC | 10,910 | $410.0K | 0.01% | +166+1.5% | Added |
| Summit Global Investments | 10,869 | $409.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,848 | $407.9K | 0.11% | −600−5.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,794 | $406.0K | 0.13% | −290−2.6% | Reduced |
| Financial Strategies Group, Inc. | 10,800 | $406.0K | 0.17% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 10,692 | $402.0K | 0.25% | 00.0% | Unchanged |
| Kings Point Capital Management | 10,653 | $401.0K | 0.03% | +1,500+16.4% | Added |
| FourThought Financial, LLC | 10,627 | $400.0K | 0.05% | −1,076−9.2% | Reduced |
| YHB Investment Advisors, Inc. | 10,643 | $400.0K | 0.03% | −478−4.3% | Reduced |
| Karn, Couzens & Associates, Inc. | 10,617 | $399.0K | 0.27% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 10,624 | $399.0K | 0.40% | +10,624 | New |
| West Branch Capital LLC | 10,592 | $398.0K | 0.17% | +22+0.2% | Added |
| Forte Capital LLC | 10,560 | $397.0K | 0.05% | −840−7.4% | Reduced |
| Investment Management of Virginia LLC | 10,500 | $395.0K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,486 | $394.0K | 0.04% | −143−1.3% | Reduced |
| VELA Investment Management, LLC | 10,455 | $393.0K | 0.26% | +10,455 | New |
| Miracle Mile Advisors, LLC | 10,380 | $390.0K | 0.02% | +1,036+11.1% | Added |
| 9258 Wealth Management, LLC | 10,355 | $389.0K | 0.09% | +1,323+14.6% | Added |
| Perigon Wealth Management, LLC | 10,302 | $387.0K | 0.03% | −68−0.7% | Reduced |
| Central Trust Co | 10,260 | $386.0K | 0.01% | −60−0.6% | Reduced |
| Spreng Capital Management, Inc. | 10,251 | $385.0K | 0.22% | −187−1.8% | Reduced |
| Northeast Financial Consultants Inc | 10,200 | $384.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 10,146 | $382.0K | 0.16% | −3,000−22.8% | Reduced |
| Sowell Financial Services LLC | 10,157 | $382.0K | 0.02% | +10,157 | New |
| Pavion Blue Capital, LLC | 10,146 | $381.0K | 0.22% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10,106 | $380.0K | 0.07% | 00.0% | Unchanged |
| CPWM, LLC | 12,739 | $379.0K | 0.03% | 00.0% | Unchanged |