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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 1,552 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ4 2021: $61.4B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2021.

Institutions holding CSX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Allred Capital Management, LLC10,092$379.0K0.18%+6+0.1%Added
Wright Investors Service Inc10,059$378.0K0.10%−13,916−58.0%Reduced
J.W. Cole Advisors, Inc.10,040$378.0K0.02%+117+1.2%Added
Financial Advocates Investment Management10,042$378.0K0.03%+341+3.5%Added
Focus Financial Network, Inc.10,051$377.9K0.06%+2,089+26.2%Added
Laird Norton Trust Company, LLC10,014$376.0K0.04%00.0%Unchanged
Level Four Advisory Services, LLC9,989$376.0K0.03%+2,388+31.4%Added
TD Ameritrade Investment Management, LLC10,002$376.0K0.00%+8,045+411.1%Added
Patton Albertson Miller Group, LLC9,928$373.0K0.06%00.0%Unchanged
Hamilton Point Investment Advisors, LLC9,900$372.0K0.09%00.0%Unchanged
Farmers National Bank9,881$371.5K0.12%+6,283+174.6%Added
Norway Savings Bank9,840$370.0K0.16%−450−4.4%Reduced
State of Wyoming9,800$369.0K0.17%+2,021+26.0%Added
Renaissance Investment Group LLC9,750$367.0K0.09%+90+0.9%Added
Navellier & Associates Inc9,700$365.0K0.05%−300−3.0%Reduced
YorkBridge Wealth Partners, LLC9,717$365.0K0.08%00.0%Unchanged
Caldwell Trust Co9,705$364.9K0.04%00.0%Unchanged
Continuum Advisory, LLC9,657$363.0K0.08%+600+6.6%Added
Independent Financial Group, LLC9,645$362.7K0.03%00.0%Unchanged
Klingman & Associates, LLC9,562$360.0K0.03%+969+11.3%Added
NEXT Financial Group, Inc9,564$360.0K0.02%+1,341+16.3%Added
RB Capital Management, LLC9,530$358.0K0.11%+10.0%Added
Intellectus Partners, LLC9,502$357.0K0.09%−18,963−66.6%Reduced
Kozak & Associates, Inc.10,182$355.0K0.23%+26+0.3%Added
Fieldpoint Private Securities, LLC9,432$355.0K0.07%+135+1.5%Added
Stelac Advisory Services LLC9,444$355.0K0.10%+583+6.6%Added
BT Wealth Management LLC9,386$353.0K0.10%+10.0%Added
Garrett Investment Advisors LLC9,337$351.0K0.09%+275+3.0%Added
Montag A & Associates Inc9,300$350.0K0.02%00.0%Unchanged
Ironwood Investment Counsel, LLC9,321$350.0K0.08%+10.0%Added
Nelson Capital Management, LLC9,300$350.0K0.06%00.0%Unchanged
Trinity Legacy Partners, LLC9,306$350.0K0.12%+9,306New
David Loasby9,256$348.0K0.04%+9,256New
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH9,243$346.0K0.02%00.0%Unchanged
IMPACTfolio, LLC9,181$345.0K0.30%+9,181New
Mark Sheptoff Financial Planning, LLC9,151$344.0K0.16%+1,501+19.6%Added
Neo Ivy Capital Management9,127$343.0K0.49%+972+11.9%Added
Comerica Securities,inc.9,110$343.0K0.02%−143−1.5%Reduced
Sage Private Wealth Group, LLC9,120$342.0K0.43%00.0%Unchanged
Douglas Lane & Associates, LLC9,049$340.0K0.00%−261−2.8%Reduced
Greylin Investment Mangement Inc9,030$340.0K0.06%00.0%Unchanged
High Falls Advisors, Inc9,000$338.0K0.09%00.0%Unchanged
Cito Capital Group, LLC9,000$338.0K0.14%00.0%Unchanged
Burleson & Company, LLC9,000$338.0K0.05%00.0%Unchanged
Thompson Siegel & Walmsley LLC8,979$338.0K0.00%00.0%Unchanged
IFG Advisors, LLC8,976$338.0K0.14%00.0%Unchanged
Balentine LLC8,893$334.0K0.01%+8,893New
44 Wealth Management LLC8,867$333.0K0.12%−146−1.6%Reduced
Money Concepts Capital Corp8,863$333.0K0.03%+8,863New
IFG Advisory, LLC8,818$331.0K0.03%−147−1.6%Reduced
Mattern Wealth Management LLC8,784$330.0K0.10%00.0%Unchanged
Congress Wealth Management LLC8,784$330.0K0.01%+8,784New
Trustcore Financial Services, LLC8,696$327.0K0.04%−600−6.5%Reduced
Tufton Capital Management8,700$327.0K0.05%−300−3.3%Reduced
Van Cleef Asset Management,Inc8,700$327.0K0.05%00.0%Unchanged
LWM Advisory Services, LLC8,666$326.0K0.40%+8,666New
Deuterium Capital Management, LLC8,660$326.0K0.48%+8,660New
PFG Advisors8,632$325.0K0.03%+30.0%Added
Wealth Effects LLC8,646$325.0K0.13%+8,646New
Live Oak Private Wealth LLC8,614$324.0K0.06%00.0%Unchanged
Summit Wealth & Retirement Planning, Inc.8,602$323.0K0.11%−2,471−22.3%Reduced
GYL Financial Synergies, LLC8,436$317.0K0.09%00.0%Unchanged
Concord Wealth Partners8,434$317.0K0.08%+3,874+85.0%Added
Chicago Partners Investment Group LLC9,293$315.0K0.02%+404+4.5%Added
LCNB Corp8,390$315.0K0.14%+8,390New
BNC Wealth Management, LLC8,343$314.0K0.15%00.0%Unchanged
Kendall Capital Management8,303$312.0K0.15%+79+1.0%Added
Bridgeworth, LLC8,271$311.0K0.07%00.0%Unchanged
Meristem Family Wealth, LLC8,256$310.0K0.03%00.0%Unchanged
Sittner & Nelson, LLC8,254$310.0K0.18%+9+0.1%Added
West Family Investments, Inc.8,238$310.0K0.09%+106+1.3%Added
GSB Wealth Management, LLC8,252$310.0K0.09%+8,252New
Auxier Asset Management8,166$307.0K0.05%00.0%Unchanged
Alhambra Investment Partners LLC8,130$306.0K0.21%−1,200−12.9%Reduced
BDO Wealth Advisors, LLC8,127$306.0K0.03%+802+10.9%Added
TFG Advisers LLC8,074$304.0K0.13%−352−4.2%Reduced
Johnson Midwest Financial, LLC8,056$303.0K0.23%+13+0.2%Added
McClarren Financial Advisors, Inc.8,058$303.0K0.21%00.0%Unchanged
Regent Peak Wealth Advisors LLC8,039$302.0K0.08%+193+2.5%Added
Levin Capital Strategies, L.P.8,000$301.0K0.03%−6,000−42.9%Reduced
Court Place Advisors, LLC8,004$301.0K0.08%00.0%Unchanged
Silver Oak Advisory Group, Inc.7,977$300.0K0.19%+7,977New
Ameritas Advisory Services, LLC7,965$299.0K0.01%+7,965New
Dynamic Advisor Solutions LLC7,926$298.0K0.02%−2,381−23.1%Reduced
Day & Ennis, LLC7,932$298.0K0.10%00.0%Unchanged
American Institute for Advanced Investment Management, LLP7,920$298.0K0.20%00.0%Unchanged
Apollon Wealth Management, LLC7,915$298.0K0.02%+7,915New
TCWP LLC7,936$298.0K0.06%+7,936New
Meridian Wealth Advisors, LLC7,890$297.0K0.07%−69−0.9%Reduced
Davis R M Inc7,902$297.0K0.01%+88+1.1%Added
Red Wave Investments LLC7,881$296.0K0.10%+250+3.3%Added
Brighton Jones LLC7,861$296.0K0.01%+271+3.6%Added
KG&L Capital Management,LLC7,812$294.0K0.12%−11,536−59.6%Reduced
Pine Haven Investment Counsel, Inc7,815$294.0K0.27%+7,815New
Broderick Brian C7,800$293.0K0.07%00.0%Unchanged
Financial Architects, Inc7,800$293.0K0.04%00.0%Unchanged
Boston Common Asset Management, LLC7,788$293.0K0.01%+298+4.0%Added
Smith, Moore & Co.7,797$293.0K0.04%+459+6.3%Added
Bryn Mawr Trust Co7,775$292.0K0.01%00.0%Unchanged
Middleton & Co Inc7,770$292.0K0.03%00.0%Unchanged