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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
First Command Financial Services, Inc.7,723$290.0K0.04%−500−6.1%Reduced
Southland Equity Partners LLC7,667$288.3K0.12%00.0%Unchanged
Ridgewood Investments LLC7,654$288.0K0.18%+6+0.1%Added
Personal Capital Advisors Corp7,643$287.0K0.00%−2,862−27.2%Reduced
Monterey Private Wealth, Inc.7,620$287.0K0.14%00.0%Unchanged
Paradigm Asset Management Co LLC7,600$285.8K0.07%−1,000−11.6%Reduced
ACG Wealth7,592$285.0K0.04%+7+0.1%Added
Collaborative Wealth Managment Inc.7,590$285.0K0.16%+7,590New
TrinityPoint Wealth, LLC7,564$284.0K0.05%+10.0%Added
Fairhaven Wealth Management, LLC7,541$284.0K0.11%+389+5.4%Added
CoreFirst Bank & Trust7,536$283.0K0.18%00.0%Unchanged
Front Row Advisors LLC7,504$282.0K0.11%+654+9.5%Added
Capital Square, LLC7,500$280.0K0.19%+7,500New
Widmann Financial Services, Inc.7,355$276.0K0.23%+7,355New
Scissortail Wealth Management, LLC7,347$276.0K0.11%+7,347New
Gerber Kawasaki Wealth & Investment Management7,327$275.0K0.02%−2,093−22.2%Reduced
Qtron Investments LLC7,326$275.0K0.06%00.0%Unchanged
Nauset Wealth Management. LLC7,306$275.0K0.26%+7,306New
Thomasville National Bank7,299$274.0K0.03%00.0%Unchanged
HCR Wealth Advisors7,299$274.0K0.04%+15+0.2%Added
Townsend Asset Management Corp7,275$274.0K0.13%00.0%Unchanged
Papp L Roy & Associates7,275$274.0K0.03%00.0%Unchanged
Welch Capital Partners LLC7,275$274.0K0.06%+7,275New
Cantor Fitzgerald Investment Adviser L.P.7,225$271.0K0.02%−400−5.2%Reduced
Capital One Financial Corp7,212$271.0K0.03%00.0%Unchanged
Rock Point Advisors, LLC7,200$271.0K0.08%00.0%Unchanged
Rex Capital Advisors, LLC7,200$271.0K0.14%+7,200New
White Pine Capital LLC7,142$269.0K0.08%−250−3.4%Reduced
Bray Capital Advisors7,155$269.0K0.07%00.0%Unchanged
Ten Capital Wealth Advisors, LLC7,116$268.0K0.11%00.0%Unchanged
Blackston Financial Advisory Group, LLC7,130$268.0K0.16%+7,130New
V Wealth Advisors LLC7,100$267.0K0.04%+7+0.1%Added
Arete Wealth Advisors, LLC7,107$267.0K0.02%+7,107New
Schechter Investment Advisors, LLC7,101$267.0K0.02%+7,101New
CX Institutional7,069$266.0K0.02%−46,128−86.7%Reduced
Verdence Capital Advisors LLC7,066$266.0K0.03%−967−12.0%Reduced
Rosenberg Matthew Hamilton7,073$266.0K0.09%+427+6.4%Added
Welch Group, LLC7,020$264.0K0.02%00.0%Unchanged
ArrowMark Colorado Holdings LLC7,020$264.0K0.00%00.0%Unchanged
Waldron Private Wealth LLC7,035$264.0K0.01%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.7,001$263.0K0.14%+944+15.6%Added
Cozad Asset Management Inc6,975$262.0K0.04%00.0%Unchanged
Salem Capital Management Inc6,956$262.0K0.14%00.0%Unchanged
Hilltop Holdings Inc.6,942$261.0K0.03%−803−10.4%Reduced
Access Financial Services, Inc.6,936$261.0K0.12%+6,936New
Traphagen Investment Advisors LLC6,916$260.0K0.04%00.0%Unchanged
Signet Financial Management, LLC6,917$260.0K0.04%−15−0.2%Reduced
Defender Capital, LLC.6,910$260.0K0.08%+6,910New
Baldwin Investment Management, LLC6,900$259.0K0.07%00.0%Unchanged
Beaton Management Co. Inc.6,900$259.0K0.15%00.0%Unchanged
Summit X, LLC6,887$258.0K0.06%+50+0.7%Added
Birch Hill Investment Advisors LLC6,846$257.0K0.01%00.0%Unchanged
Headinvest, LLC6,816$256.0K0.05%00.0%Unchanged
Strategic Wealth Partners, Ltd.6,821$256.0K0.05%+6,821New
Quest Capital Management Inc6,789$255.0K0.04%−123−1.8%Reduced
Proficio Capital Partners LLC6,781$255.0K0.04%+6,781New
J. W. Coons Advisors, LLC6,750$254.0K0.08%00.0%Unchanged
SNS Financial Group, LLC6,726$253.0K0.03%00.0%Unchanged
Crawford Investment Counsel Inc6,696$252.0K0.00%−342−4.9%Reduced
Charter Research & Investment Group, Inc.6,710$252.0K0.20%+6,710New
Fulcrum Equity Management6,640$250.0K0.09%−343−4.9%Reduced
Freedman Financial Associates, Inc.6,621$249.0K0.17%00.0%Unchanged
Clear Creek Financial Management, LLC6,633$249.0K0.04%+6,633New
Atlas Brown,Inc.6,593$248.0K0.10%+6,593New
One Capital Management, LLC6,600$248.0K0.02%+6,600New
Willner & Heller, LLC8,349$248.0K0.33%+8,349New
Abacus Wealth Partners, LLC6,580$247.4K0.09%−1,219−15.6%Reduced
Asio Capital, LLC6,561$247.0K0.08%+6,561New
First Command Bank8,223$245.0K0.04%00.0%Unchanged
Moneywise, Inc.6,518$245.0K0.16%+6,518New
Private Portfolio Partners LLC6,500$244.4K0.06%+6,500New
Xcel Wealth Management, LLC6,491$244.0K0.06%+6,491New
Independence Bank of Kentucky6,475$243.0K0.10%−200−3.0%Reduced
Opus Capital Group, LLC6,470$243.0K0.05%+6,470New
IMS Capital Management6,450$243.0K0.12%+6,450New
Northwest Investment Counselors, LLC6,465$243.0K0.06%+6,465New
Quantitative Investment Management, LLC6,477$243.0K0.03%+6,477New
StrategIQ Financial Group, LLC6,468$243.0K0.02%+6,468New
Paragon Wealth Strategies, LLC6,476$243.0K0.06%+6,476New
Claret Asset Management Corp6,459$243.0K0.04%+6,459New
Leonteq Securities AG6,389$240.2K0.01%−8,114−55.9%Reduced
HYA Advisors, Inc6,389$240.0K0.09%+10.0%Added
Old Second National Bank of Aurora2,785$239.0K0.07%−4,870−63.6%Reduced
First Heartland Consultants, Inc.6,368$239.0K0.03%+6,368New
XR Securities LLC6,347$239.0K0.03%+6,347New
Roberts Glore & Co Inc6,342$238.0K0.06%+6,342New
Ellenbecker Investment Group6,328$237.0K0.07%+6,328New
Perpetual Investment Management Ltd6,264$236.0K0.03%+6,264New
Patron Partners Advisors, LLC6,252$235.0K0.15%+6,252New
Pineno Levin & Ford Asset Management, Inc.6,235$234.0K0.07%+6,235New
Pure Financial Advisors, Inc.6,189$233.0K0.01%+6,189New
Bill Few Associates, Inc.6,210$233.0K0.12%+6,210New
Lake Street Financial LLC6,183$232.0K0.04%−1,005−14.0%Reduced
FDx Advisors, Inc.6,168$232.0K0.01%+6,168New
NorthRock Partners, LLC6,147$231.0K0.02%+6,147New
Aptus Capital Advisors, LLC6,139$231.0K0.01%+6,139New
Barr E S & Co6,129$230.0K0.02%+6,129New
Aurora Private Wealth, Inc.6,120$230.0K0.10%+6,120New
Sterling Investment Counsel, LLC6,120$230.0K0.16%+6,120New
Capital City Trust Co6,100$229.0K0.07%+6,100New