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 |
|---|---|---|---|---|---|
| Decatur Capital Management, Inc. | 40,801 | $1.53M | 0.91% | −490−1.2% | Reduced |
| Marshall Financial Group LLC | 40,565 | $1.52M | 0.56% | +3,687+10.0% | Added |
| Citizens National Bank Trust Department | 40,527 | $1.52M | 0.58% | −30,717−43.1% | Reduced |
| Cascade Investment Advisors, Inc. | 40,511 | $1.52M | 0.89% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.52M | 0.06% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 40,500 | $1.52M | 1.63% | +40,500 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 40,418 | $1.52M | 0.00% | −409,582−91.0% | Reduced |
| First Business Financial Services, Inc. | 40,254 | $1.51M | 0.16% | +798+2.0% | Added |
| Procyon Private Wealth Partners, LLC | 40,138 | $1.51M | 0.32% | +8,871+28.4% | Added |
| SeaCrest Wealth Management, LLC | 40,043 | $1.51M | 0.17% | +55+0.1% | Added |
| Leavell Investment Management, Inc. | 39,725 | $1.49M | 0.10% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 39,600 | $1.49M | 0.04% | 00.0% | Unchanged |
| SRB Corp | 39,432 | $1.48M | 0.08% | −11,415−22.4% | Reduced |
| Private Trust Co NA | 39,413 | $1.48M | 0.20% | −551−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 39,352 | $1.48M | 0.04% | −17,318−30.6% | Reduced |
| Empirical Finance, LLC | 39,318 | $1.48M | 0.17% | +10,097+34.6% | Added |
| Voloridge Investment Management, LLC | 39,239 | $1.48M | 0.01% | −1,163,421−96.7% | Reduced |
| Country Club Trust Company, n.a. | 39,468 | $1.47M | 0.12% | +11,748+42.4% | Added |
| Weatherly Asset Management L. P. | 39,160 | $1.47M | 0.16% | −417−1.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | – | $1.46M | 0.12% | – | – |
| Clifford Swan Investment Counsel LLC | 38,739 | $1.46M | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 38,514 | $1.45M | 0.04% | 00.0% | Unchanged |
| Icon Advisers Inc | 38,400 | $1.44M | 0.23% | 00.0% | Unchanged |
| Connors Investor Services Inc | 38,357 | $1.44M | 0.14% | 00.0% | Unchanged |
| Roundview Capital LLC | 38,111 | $1.43M | 0.14% | +547+1.5% | Added |
| Coldstream Capital Management Inc | 38,079 | $1.43M | 0.04% | +30,021+372.6% | Added |
| IBM Retirement Fund | 37,678 | $1.42M | 0.18% | −25,979−40.8% | Reduced |
| Veriti Management LLC | 37,570 | $1.41M | 0.18% | +223+0.6% | Added |
| Sheets Smith Wealth Management | 37,526 | $1.41M | 0.18% | +70.0% | Added |
| Deseret Mutual Benefit Administrators | 37,439 | $1.41M | 0.24% | −1,588−4.1% | Reduced |
| Biltmore Wealth Management, LLC | 37,388 | $1.41M | 0.53% | −141−0.4% | Reduced |
| Impax Asset Management Group plc | 37,040 | $1.39M | 0.01% | −2,529−6.4% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 36,897 | $1.39M | 0.94% | +629+1.7% | Added |
| Equitable Holdings, Inc. | 36,871 | $1.39M | 0.02% | −2,083−5.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.38M | 0.48% | 00.0% | Unchanged |
| Wendell David Associates Inc | 36,504 | $1.37M | 0.14% | 00.0% | Unchanged |
| Lynch & Associates | 36,488 | $1.37M | 0.32% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 36,300 | $1.36M | 0.25% | 00.0% | Unchanged |
| Wedbush Securities Inc | 36,267 | $1.36M | 0.06% | −111−0.3% | Reduced |
| IHT Wealth Management, LLC | 36,237 | $1.36M | 0.10% | −4,290−10.6% | Reduced |
| SkyOak Wealth, LLC | 36,225 | $1.36M | 0.35% | 00.0% | Unchanged |
| Banco Santander, S.A. | 36,132 | $1.36M | 0.01% | −7,007−16.2% | Reduced |
| Weil Company, Inc. | 36,000 | $1.35M | 0.63% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.35M | 0.25% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 35,934 | $1.35M | 0.18% | −3,508−8.9% | Reduced |
| Pinnacle Financial Partners Inc | 35,815 | $1.35M | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 35,811 | $1.35M | 0.17% | −57−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 35,748 | $1.34M | 0.28% | −131−0.4% | Reduced |
| Verus Financial Partners, Inc. | 35,413 | $1.33M | 0.18% | 00.0% | Unchanged |
| MAI Capital Management | 35,392 | $1.33M | 0.02% | +5,819+19.7% | Added |
| Ethic Inc. | 35,379 | $1.33M | 0.10% | +3,321+10.4% | Added |
| EP Wealth Advisors, LLC | 35,194 | $1.32M | 0.03% | +2,244+6.8% | Added |
| Meiji Yasuda Life Insurance Co | 35,132 | $1.32M | 0.02% | −1,139−3.1% | Reduced |
| Maryland Capital Management | 35,099 | $1.32M | 0.07% | +3,060+9.6% | Added |
| Fairfield, Bush & Co. | 34,800 | $1.31M | 0.63% | 00.0% | Unchanged |
| First Hawaiian Bank | 34,753 | $1.31M | 0.04% | −458−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 34,532 | $1.30M | 0.11% | +244+0.7% | Added |
| Horizon Investments, LLC | 34,355 | $1.29M | 0.04% | +19,690+134.3% | Added |
| Pitcairn Co | 34,295 | $1.29M | 0.08% | −57−0.2% | Reduced |
| Centiva Capital, LP | 34,222 | $1.29M | 0.08% | +11,461+50.4% | Added |
| Boyd Watterson Asset Management LLC | 34,204 | $1.29M | 0.43% | −29−0.1% | Reduced |
| Conway Capital Management, Inc. | 34,100 | $1.28M | 0.75% | +8,000+30.7% | Added |
| Pensionfund DSM Netherlands | 34,000 | $1.28M | 0.15% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 33,930 | $1.28M | 0.03% | +4,036+13.5% | Added |
| Quaero Capital S.A. | 33,900 | $1.27M | 0.87% | −32,000−48.6% | Reduced |
| Ossiam | 33,839 | $1.27M | 0.03% | −6,960−17.1% | Reduced |
| Community Trust & Investment Co | 33,750 | $1.27M | 0.10% | +17,775+111.3% | Added |
| Kore Private Wealth LLC | 33,630 | $1.26M | 0.15% | −166−0.5% | Reduced |
| Jacobi Capital Management LLC | 33,630 | $1.26M | 0.15% | +29+0.1% | Added |
| Terra Nova Asset Management LLC | 33,508 | $1.26M | 0.94% | −476−1.4% | Reduced |
| MUFG Americas Holdings Corp | 33,345 | $1.25M | 0.02% | −1,166−3.4% | Reduced |
| Wolverine Asset Management LLC | 33,000 | $1.24M | 0.01% | +33,000 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 33,673 | $1.24M | 0.20% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 32,675 | $1.23M | 0.02% | −595−1.8% | Reduced |
| Washington Trust Co | 32,571 | $1.22M | 0.05% | −3,750−10.3% | Reduced |
| Souders Financial Advisors | 32,539 | $1.22M | 0.35% | +2,070+6.8% | Added |
| United Bank | 32,415 | $1.22M | 0.15% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 32,431 | $1.22M | 0.08% | +5,325+19.6% | Added |
| Wellington Shields & Co., LLC | 32,230 | $1.21M | 0.24% | +120+0.4% | Added |
| Koshinski Asset Management, Inc. | 32,188 | $1.21M | 0.10% | −389−1.2% | Reduced |
| Brown Brothers Harriman & Co | 32,166 | $1.21M | 0.01% | −1,251−3.7% | Reduced |
| SRN Advisors, LLC | 32,117 | $1.21M | 0.43% | +32,117 | New |
| Foundations Investment Advisors, LLC | 32,923 | $1.21M | 0.05% | −1,904−5.5% | Reduced |
| Altfest L J & Co Inc | 31,931 | $1.20M | 0.23% | +57+0.2% | Added |
| Marcum Wealth, LLC | 31,902 | $1.20M | 0.17% | −770−2.4% | Reduced |
| Unio Capital LLC | 31,920 | $1.20M | 4.27% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 31,901 | $1.20M | 1.54% | +31,901 | New |
| Godshalk Welsh Capital Management, Inc. | 31,862 | $1.20M | 0.68% | −2,188−6.4% | Reduced |
| Atlantic Union Bankshares Corp | 31,698 | $1.19M | 0.10% | +1,104+3.6% | Added |
| Cambridge Trust Co | 31,698 | $1.19M | 0.04% | +21,069+198.2% | Added |
| Optiver Holding B.V. | 39,955 | $1.19M | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 31,522 | $1.19M | 0.06% | +819+2.7% | Added |
| We Are One Seven, LLC | 31,469 | $1.18M | 0.12% | +6,530+26.2% | Added |
| Rockwood Wealth Management, LLC | 31,250 | $1.18M | 0.52% | +31,250 | New |
| Legacy Private Trust Co. | 30,873 | $1.16M | 0.09% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 30,802 | $1.16M | 0.01% | +30,802 | New |
| Systematic Financial Management LP | 30,600 | $1.15M | 0.03% | 00.0% | Unchanged |
| Seeyond | 30,419 | $1.14M | 0.11% | −281−0.9% | Reduced |
| Main Street Financial Solutions, LLC | 30,349 | $1.14M | 0.16% | −1,963−6.1% | Reduced |
| Benin Management CORP | 30,300 | $1.14M | 0.34% | 00.0% | Unchanged |