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 |
|---|---|---|---|---|---|
| Peoples Bank | 30,298 | $1.14M | 0.56% | +310+1.0% | Added |
| Intersect Capital LLC | 30,276 | $1.14M | 0.21% | −2,174−6.7% | Reduced |
| PBMares Wealth Management LLC | 30,267 | $1.14M | 0.48% | +441+1.5% | Added |
| First National Bank of South Miami | 30,228 | $1.14M | 0.69% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 30,166 | $1.13M | 0.08% | +940+3.2% | Added |
| Harbor Advisors LLC | 30,000 | $1.13M | 0.21% | 00.0% | Unchanged |
| Sandbar Asset Management LLP | 29,960 | $1.13M | 0.56% | −402,097−93.1% | Reduced |
| Vista Investment Management | 29,891 | $1.12M | 0.61% | −211−0.7% | Reduced |
| Aigen Investment Management, LP | 31,523 | $1.12M | 0.07% | +31,523 | New |
| SkyView Investment Advisors, LLC | 15,345 | $1.12M | 0.25% | −11,596−43.0% | Reduced |
| Acorn Wealth Advisors, LLC | 29,770 | $1.12M | 0.71% | −204−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 29,705 | $1.12M | 0.11% | +4,677+18.7% | Added |
| Lincoln National Corp | 29,714 | $1.12M | 0.02% | +4,173+16.3% | Added |
| Fruth Investment Management | 29,700 | $1.12M | 0.31% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 29,658 | $1.11M | 0.32% | +10.0% | Added |
| Avidian Wealth Solutions, LLC | 29,599 | $1.11M | 0.07% | +22,117+295.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,572 | $1.11M | 0.05% | +4,010+15.7% | Added |
| Resources Management Corp | 29,396 | $1.10M | 0.14% | −420−1.4% | Reduced |
| Corient Capital Partners, LLC | 29,397 | $1.10M | 0.07% | +984+3.5% | Added |
| Sanford Advisory Services, LLC | 29,070 | $1.09M | 0.25% | 00.0% | Unchanged |
| Verition Fund Management LLC | 29,025 | $1.09M | 0.01% | +29,025 | New |
| Morse Asset Management, Inc | 28,965 | $1.09M | 0.24% | +50.0% | Added |
| XML Financial, LLC | 28,834 | $1.08M | 0.13% | +10.0% | Added |
| Clarius Group, LLC | 28,790 | $1.08M | 0.09% | +604+2.1% | Added |
| Johnson Financial Group, Inc. | 28,722 | $1.08M | 0.07% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 28,709 | $1.08M | 0.20% | −308−1.1% | Reduced |
| Westfield Capital Management Co LP | 28,590 | $1.07M | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 28,500 | $1.07M | 0.31% | +28,500 | New |
| Cerity Partners LLC | 28,370 | $1.07M | 0.02% | +8,959+46.2% | Added |
| Kingsview Wealth Management, LLC | 28,300 | $1.06M | 0.04% | +5,992+26.9% | Added |
| Tfo-TDC, LLC | 29,412 | $1.06M | 0.20% | +29,412 | New |
| Legacy Wealth Asset Management, LLC | 28,111 | $1.06M | 0.36% | +477+1.7% | Added |
| Northstar Group, Inc. | 28,032 | $1.05M | 0.25% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 27,921 | $1.05M | 0.43% | +655+2.4% | Added |
| Parsec Financial Management, Inc. | 27,842 | $1.05M | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 27,825 | $1.05M | 0.04% | −5,663−16.9% | Reduced |
| Essex Financial Services, Inc. | 27,764 | $1.04M | 0.10% | +3,062+12.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 27,950 | $1.04M | 0.30% | +6,500+30.3% | Added |
| Symphony Financial, Ltd. Co. | 27,848 | $1.03M | 0.29% | +3,140+12.7% | Added |
| Stock Yards Bank & Trust Co | 27,486 | $1.03M | 0.05% | +15,947+138.2% | Added |
| Washington Trust Bank | 27,390 | $1.03M | 0.10% | 00.0% | Unchanged |
| Valley Brook Capital Group | 27,375 | $1.03M | 0.89% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 27,300 | $1.03M | 0.67% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 27,299 | $1.03M | 0.03% | +1,796+7.0% | Added |
| Canandaigua National Corp | 27,234 | $1.02M | 0.15% | −671−2.4% | Reduced |
| Philadelphia Trust Co | 27,225 | $1.02M | 0.07% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 27,197 | $1.02M | 0.02% | +20,120+284.3% | Added |
| Howland Capital Management LLC | 27,108 | $1.02M | 0.05% | +78+0.3% | Added |
| Werlinich Asset Management, LLC | 27,000 | $1.02M | 0.74% | 00.0% | Unchanged |
| Adirondack Trust Co | 26,880 | $1.01M | 0.48% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 26,738 | $1.00M | 0.10% | +1,071+4.2% | Added |
| Spire Wealth Management | 26,669 | $1.00M | 0.02% | +16,257+156.1% | Added |
| Navalign, LLC | 26,438 | $994.0K | 0.40% | −475−1.8% | Reduced |
| Park Avenue Securities LLC | 26,381 | $992.0K | 0.02% | +3,061+13.1% | Added |
| Jupiter Asset Management Ltd | 26,490 | $988.0K | 0.01% | +15,542+142.0% | Added |
| Symmetry Partners, LLC | 26,067 | $980.0K | 0.06% | −3,240−11.1% | Reduced |
| Oakworth Capital, Inc. | 25,944 | $975.0K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 25,851 | $972.0K | 0.04% | +4,802+22.8% | Added |
| Blue Bell Private Wealth Management, LLC | 25,825 | $971.0K | 0.26% | +25,825 | New |
| Western Wealth Management, LLC | 25,620 | $970.0K | 0.10% | +25,620 | New |
| E Fund Management Co., Ltd. | 25,759 | $969.0K | 0.03% | −506−1.9% | Reduced |
| Versor Investments LP | 25,738 | $968.0K | 0.03% | +25,738 | New |
| Lyell Wealth Management, LP | 25,698 | $966.0K | 0.11% | −558−2.1% | Reduced |
| Fulton Bank, N.A. | 25,695 | $966.0K | 0.04% | +66+0.3% | Added |
| Simmons Bank | 25,622 | $964.0K | 0.07% | −148−0.6% | Reduced |
| Boston Trust Walden Corp | 25,646 | $964.0K | 0.01% | +15,299+147.9% | Added |
| Quantum Private Wealth, LLC | 25,656 | $964.0K | 0.37% | +25,656 | New |
| Brewin Dolphin Ltd | 25,598 | $962.0K | 0.04% | +21,296+495.0% | Added |
| KCM Investment Advisors LLC | 25,473 | $958.0K | 0.03% | +4,395+20.9% | Added |
| Massmutual Trust Co FSB | 25,441 | $957.0K | 0.04% | +22,232+692.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,303 | $951.0K | 0.10% | +4,303+20.5% | Added |
| Abbot Financial Management, Inc. | 25,205 | $948.0K | 0.42% | −1,045−4.0% | Reduced |
| Connecticut Wealth Management, LLC | 25,141 | $945.0K | 0.07% | +17+0.1% | Added |
| CoreCap Advisors, LLC | 24,993 | $940.0K | 0.06% | +24,993 | New |
| Robertson Stephens Wealth Management, LLC | 24,981 | $939.0K | 0.08% | +4,924+24.6% | Added |
| StoneX Group Inc. | 24,901 | $936.3K | 0.11% | +440+1.8% | Added |
| Chicago Trust Co NA | 24,362 | $916.0K | 0.18% | +746+3.2% | Added |
| Crestwood Advisors Group LLC | 24,363 | $916.0K | 0.02% | +24,363 | New |
| Belpointe Asset Management LLC | 24,223 | $911.0K | 0.06% | +717+3.1% | Added |
| ARGI Investment Services, LLC | 24,238 | $911.0K | 0.03% | +1,944+8.7% | Added |
| Cutter & CO Brokerage, Inc. | 24,096 | $906.0K | 0.25% | −1,292−5.1% | Reduced |
| Smithfield Trust Co | 23,950 | $903.0K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 23,953 | $901.0K | 0.46% | +26+0.1% | Added |
| Latitude Advisors, LLC | 23,935 | $900.0K | 0.25% | +20.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,901 | $899.0K | 0.21% | −5,634−19.1% | Reduced |
| Cutler Group LP | 23,888 | $898.0K | 0.06% | +23,888 | New |
| Conning Inc. | 23,783 | $894.0K | 0.02% | −2,388−9.1% | Reduced |
| AGF Investments LLC | 23,687 | $891.0K | 0.07% | +5,095+27.4% | Added |
| Arkadios Wealth Advisors | 23,645 | $889.0K | 0.12% | +17+0.1% | Added |
| MainStreet Investment Advisors LLC | 23,642 | $889.0K | 0.08% | +23,642 | New |
| Venturi Wealth Management, LLC | 23,490 | $883.0K | 0.07% | −1,283−5.2% | Reduced |
| Busey Wealth Management | 23,484 | $882.0K | 0.03% | +1,500+6.8% | Added |
| Pioneer Trust Bank N A | 23,385 | $879.0K | 0.23% | 00.0% | Unchanged |
| Intrust Bank NA | 23,379 | $879.0K | 0.11% | +678+3.0% | Added |
| CWM, LLC | 23,217 | $873.0K | 0.01% | +23,217 | New |
| Group One Trading, L.P. | 23,056 | $867.0K | 0.02% | +23,056 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 23,023 | $866.0K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 22,887 | $861.0K | 0.04% | +339+1.5% | Added |
| Edgemoor Investment Advisors, Inc. | 22,869 | $860.0K | 0.09% | 00.0% | Unchanged |
| Fragasso Group Inc. | 22,634 | $851.0K | 0.10% | +21+0.1% | Added |