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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 2,939 | $111.0K | 0.01% | +673+29.7% | Added |
| McIlrath & Eck, LLC | 2,849 | $107.0K | 0.03% | +2+0.1% | Added |
| Baystate Wealth Management LLC | 2,815 | $106.0K | 0.01% | +7+0.2% | Added |
| Laffer Tengler Investments | 2,772 | $104.2K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,697 | $101.4K | 0.05% | +2,697 | New |
| BerganKDV Wealth Management, LLC | 2,677 | $101.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,679 | $101.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 2,655 | $100.0K | 0.05% | +123+4.9% | Added |
| Allworth Financial LP | 2,543 | $96.0K | 0.00% | +1,494+142.4% | Added |
| Tradewinds Capital Management, LLC | 2,511 | $94.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,511 | $94.0K | 0.13% | +2,511 | New |
| EverSource Wealth Advisors, LLC | 2,471 | $93.0K | 0.03% | +2,471 | New |
| Beaird Harris Wealth Management, LLC | 2,475 | $93.0K | 0.03% | +2,475 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,426 | $91.0K | 0.00% | −64,362−96.4% | Reduced |
| Endurance Wealth Management, Inc. | 2,430 | $91.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,384 | $89.0K | 0.01% | +2,384 | New |
| Kistler-Tiffany Companies, LLC | 2,347 | $88.0K | 0.02% | −58−2.4% | Reduced |
| Key Financial Inc | 2,343 | $88.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,341 | $88.0K | 0.03% | +1,654+240.8% | Added |
| Costello Asset Management, INC | 2,284 | $86.0K | 0.05% | −219−8.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,275 | $86.0K | 0.04% | +1,585+229.7% | Added |
| Silvant Capital Management LLC | 2,199 | $83.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 2,148 | $81.0K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,118 | $80.0K | 0.01% | −469−18.1% | Reduced |
| Gleason Group, Inc. | 2,107 | $79.0K | 0.03% | +6+0.3% | Added |
| Truehand, Inc | 2,100 | $79.0K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 2,101 | $79.0K | 0.00% | +2,101 | New |
| Sutton Wealth Advisors Inc. | 2,084 | $78.4K | 0.03% | −197−8.6% | Reduced |
| Arcadia Investment Management Corp | 2,064 | $78.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,042 | $76.8K | 0.05% | +2,042 | New |
| True Link Financial Advisors, LLC | – | $74.0K | 0.01% | – | – |
| Clean Yield Group | 1,974 | $74.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $73.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,974 | $73.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $73.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,875 | $71.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,877 | $71.0K | 0.01% | +62+3.4% | Added |
| Glassman Wealth Services | 1,833 | $69.0K | 0.01% | +312+20.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,820 | $68.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $68.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,800 | $68.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,740 | $65.0K | 0.01% | +585+50.6% | Added |
| Twin Tree Management, LP | 1,714 | $64.0K | 0.00% | +1,714 | New |
| Godsey & Gibb Associates | 1,632 | $61.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,629 | $61.0K | 0.01% | 00.0% | Unchanged |
| Odey Asset Management Group Ltd | 1,600 | $60.0K | 0.02% | −3,200−66.7% | Reduced |
| MBM Wealth Consultants, LLC | 1,600 | $60.0K | 0.02% | +600+60.0% | Added |
| Kempen Capital Management N.V. | 1,564 | $59.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,523 | $57.0K | 0.03% | +3+0.2% | Added |
| Tarbox Family Office, Inc. | 1,473 | $55.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,470 | $55.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,446 | $54.0K | 0.00% | +315+27.9% | Added |
| Cassady Schiller Wealth Management, LLC | 1,429 | $54.0K | 0.03% | +1,429 | New |
| Leverty Financial Group, LLC | 1,410 | $53.0K | 0.04% | +1,410 | New |
| West Paces Advisors Inc. | 1,398 | $52.6K | 0.02% | −81−5.5% | Reduced |
| Larson Financial Group LLC | 1,380 | $52.0K | 0.01% | +52+3.9% | Added |
| Cypress Capital Management LLC (WY) | 1,350 | $51.0K | 0.04% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 1,300 | $49.0K | 0.03% | +1,300 | New |
| Atlas Capital Advisors LLC | 1,284 | $48.3K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,284 | $48.0K | 0.02% | +1,284 | New |
| Catalyst Capital Advisors LLC | 1,248 | $47.0K | 0.00% | −106−7.8% | Reduced |
| Pacifica Partners Inc. | 1,125 | $42.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,074 | $40.0K | 0.02% | +1,074 | New |
| American State Bank (Iowa) | 1,050 | $39.5K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,050 | $39.0K | 0.01% | −525−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,033 | $39.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 969 | $36.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 948 | $35.6K | 0.01% | −324−25.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 935 | $35.0K | 0.00% | −310−24.9% | Reduced |
| Private Ocean, LLC | 900 | $34.0K | 0.00% | −609−40.4% | Reduced |
| Sageworth Trust Co | 900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $34.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $34.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 896 | $34.0K | 0.01% | +896 | New |
| Tevis Investment Management | 891 | $34.0K | 0.03% | +891 | New |
| Carolinas Wealth Consulting LLC | 843 | $32.0K | 0.01% | −1−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 841 | $32.0K | 0.00% | +241+40.2% | Added |
| Gemmer Asset Management LLC | 837 | $31.0K | 0.00% | −67−7.4% | Reduced |
| FinTrust Capital Advisors, LLC | 816 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 796 | $30.0K | 0.00% | −131−14.1% | Reduced |
| American National Bank | 810 | $30.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 810 | $30.0K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 780 | $29.0K | 0.03% | +780 | New |
| Disciplined Investments, LLC | 750 | $28.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 750 | $28.0K | 0.01% | +150+25.0% | Added |
| Atwood & Palmer Inc | 711 | $27.0K | 0.00% | +150+26.7% | Added |
| Clearview Wealth Advisors LLC | 688 | $26.0K | 0.02% | −425−38.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 750 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $26.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 659 | $25.0K | 0.01% | +1+0.2% | Added |
| Loomis Sayles & Co L P | 634 | $24.0K | 0.00% | −383−37.7% | Reduced |
| Hudock, Inc. | 654 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 576 | $22.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 600 | $22.0K | 0.01% | +600 | New |
| Dark Forest Capital Management LP | 575 | $22.0K | 0.01% | +575 | New |
| Zullo Investment Group, Inc. | 585 | $22.0K | 0.01% | +585 | New |
| TSFG, LLC | 546 | $21.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 547 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 534 | $20.0K | 0.00% | +48+9.9% | Added |