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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 22,616 | $850.0K | 0.16% | +10.0% | Added |
| Argyle Capital Management Inc. | 22,572 | $849.0K | 0.26% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 22,440 | $844.0K | 0.03% | −430−1.9% | Reduced |
| Markston International LLC | 22,244 | $836.0K | 0.84% | −6,876−23.6% | Reduced |
| Sanders Morris Harris LLC | 22,500 | $833.0K | 0.14% | 00.0% | Unchanged |
| WMS Partners, LLC | 22,073 | $830.0K | 0.18% | −10,783−32.8% | Reduced |
| Bank of Hawaii | 22,026 | $828.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 21,968 | $826.0K | 0.07% | −28,128−56.1% | Reduced |
| Federated Hermes, Inc. | 21,925 | $825.0K | 0.00% | −4,136−15.9% | Reduced |
| Rossmore Private Capital | 21,840 | $821.0K | 0.13% | 00.0% | Unchanged |
| Covington Capital Management | 21,827 | $821.0K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 21,760 | $818.0K | 0.01% | −3,500−13.9% | Reduced |
| Davidson Trust Co | 21,740 | $818.0K | 0.56% | −190−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,731 | $817.0K | 0.48% | 00.0% | Unchanged |
| Ninepoint Partners LP | 21,728 | $817.0K | 0.30% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 21,617 | $813.0K | 0.06% | +1,885+9.6% | Added |
| Rehmann Capital Advisory Group | 21,598 | $812.1K | 0.08% | −723−3.2% | Reduced |
| Patriot Investment Management Inc. | 21,606 | $812.0K | 0.07% | −985−4.4% | Reduced |
| Lakeside Advisors, INC. | 21,600 | $812.0K | 0.60% | +21,600 | New |
| Southeast Asset Advisors Inc. | 21,534 | $810.0K | 0.11% | −27−0.1% | Reduced |
| Everhart Financial Group, Inc. | 21,525 | $809.0K | 0.49% | +1,071+5.2% | Added |
| Pettyjohn, Wood & White, Inc | 21,485 | $808.0K | 0.17% | −2,390−10.0% | Reduced |
| Proequities, Inc. | 21,254 | $799.0K | 0.05% | +740+3.6% | Added |
| Kenfarb & Co. | 21,250 | $799.0K | 0.58% | +21,250 | New |
| ETF Managers Group, LLC | 21,341 | $796.0K | 0.02% | +1,014+5.0% | Added |
| Optas, LLC | 21,019 | $791.0K | 0.22% | 00.0% | Unchanged |
| Brave Asset Management Inc | 20,994 | $789.0K | 0.22% | −300−1.4% | Reduced |
| New Capital Management LP | 20,956 | $788.0K | 0.41% | 00.0% | Unchanged |
| Courier Capital LLC | 20,907 | $786.0K | 0.07% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 20,907 | $786.0K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 20,907 | $786.0K | 0.03% | +20,907 | New |
| Tocqueville Asset Management L.P. | 20,790 | $782.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 20,740 | $780.0K | 0.13% | +10.0% | Added |
| Clark Capital Management Group, Inc. | 20,745 | $780.0K | 0.01% | +561+2.8% | Added |
| Sandy Spring Bank | 20,697 | $779.0K | 0.04% | −800−3.7% | Reduced |
| Essex Investment Management Co LLC | 20,721 | $779.0K | 0.09% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20,668 | $777.0K | 0.11% | +11+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 20,635 | $776.0K | 0.12% | −533−2.5% | Reduced |
| HBK Sorce Advisory LLC | 20,611 | $775.0K | 0.04% | −186−0.9% | Reduced |
| First Commonwealth Financial Corp | 20,573 | $773.0K | 0.25% | +55+0.3% | Added |
| Salem Investment Counselors Inc | 20,529 | $772.0K | 0.03% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 20,500 | $771.0K | 0.01% | −3,856−15.8% | Reduced |
| Linscomb & Williams, Inc. | 20,489 | $770.0K | 0.04% | −25−0.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 20,461 | $769.0K | 0.03% | −746−3.5% | Reduced |
| Syverson Strege & Co | 20,353 | $765.0K | 0.57% | −1,834−8.3% | Reduced |
| FineMark National Bank & Trust | 20,310 | $764.0K | 0.03% | −147−0.7% | Reduced |
| Duncker Streett & Co Inc | 20,292 | $763.0K | 0.13% | +30.0% | Added |
| Hoylecohen, LLC | 20,304 | $763.0K | 0.06% | +664+3.4% | Added |
| Tokio Marine Asset Management Co Ltd | 20,297 | $763.0K | 0.06% | +1,998+10.9% | Added |
| Brookstone Capital Management | 20,172 | $757.0K | 0.01% | +825+4.3% | Added |
| Sentry Investment Management LLC | 20,103 | $756.0K | 0.20% | −1,336−6.2% | Reduced |
| ML & R Wealth Management LLC | 20,079 | $755.0K | 0.28% | +20,079 | New |
| Altium Wealth Management LLC | 20,045 | $754.0K | 0.05% | +695+3.6% | Added |
| Cypress Capital Group | 19,835 | $746.0K | 0.09% | −3,390−14.6% | Reduced |
| Colonial Trust Advisors | 19,830 | $746.0K | 0.08% | +200+1.0% | Added |
| Snowden Capital Advisors LLC | 19,819 | $745.0K | 0.04% | −5,246−20.9% | Reduced |
| Integrated Investment Consultants, LLC | 19,682 | $740.0K | 0.20% | +150+0.8% | Added |
| Laidlaw Wealth Management LLC | 19,685 | $740.0K | 0.12% | +19,685 | New |
| SlateStone Wealth, LLC | 19,647 | $739.0K | 0.16% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 19,647 | $739.0K | 0.82% | +19,647 | New |
| Integrated Wealth Concepts LLC | 19,585 | $736.0K | 0.02% | −2,517−11.4% | Reduced |
| Gofen & Glossberg LLC | 19,487 | $733.0K | 0.02% | −108−0.6% | Reduced |
| Sabal Trust CO | 19,500 | $733.0K | 0.05% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 19,498 | $733.0K | 0.54% | +19,498 | New |
| Secure Asset Management, LLC | 19,412 | $730.0K | 0.30% | +20+0.1% | Added |
| Tributary Capital Management, LLC | 19,400 | $729.0K | 0.06% | −600−3.0% | Reduced |
| Golden State Wealth Management, LLC | 19,355 | $728.0K | 0.13% | +8,520+78.6% | Added |
| Metis Global Partners, LLC | 19,358 | $728.0K | 0.20% | +19,358 | New |
| Becker Capital Management Inc | 19,287 | $725.0K | 0.03% | −315−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 19,250 | $724.0K | 0.04% | +6,538+51.4% | Added |
| Cornerstone Advisory, LLC | 19,105 | $719.0K | 0.10% | +3,265+20.6% | Added |
| Garner Asset Management Corp | 19,100 | $718.0K | 0.30% | 00.0% | Unchanged |
| Certified Advisory Corp | 19,073 | $717.0K | 0.16% | +34+0.2% | Added |
| Nicolet Bankshares Inc | 18,963 | $713.0K | 0.16% | −357−1.8% | Reduced |
| Sciencast Management LP | 18,786 | $713.0K | 0.13% | +18,786 | New |
| Levy Wealth Management Group, LLC | 18,897 | $711.0K | 0.32% | +22+0.1% | Added |
| Peachtree Investment Partners, LLC | 18,874 | $710.0K | 0.30% | +510+2.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,889 | $710.0K | 0.20% | +560+3.1% | Added |
| Mayfair Advisory Group, LLC | 18,900 | $708.0K | 0.94% | 00.0% | Unchanged |
| Barings LLC | 18,669 | $701.0K | 0.02% | −1,722−8.4% | Reduced |
| Diversified Trust Co | 18,602 | $699.0K | 0.02% | +8,176+78.4% | Added |
| Frontier Wealth Management LLC | 18,500 | $696.0K | 0.05% | +5,264+39.8% | Added |
| Mairs & Power Inc | 18,342 | $690.0K | 0.01% | −900−4.7% | Reduced |
| North Star Investment Management Corp. | 18,360 | $690.0K | 0.05% | +30.0% | Added |
| Hall Capital Management Co Inc | 18,292 | $688.0K | 0.39% | −1,205−6.2% | Reduced |
| Clear Harbor Asset Management, LLC | 18,210 | $685.0K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 18,128 | $682.0K | 0.13% | +18,128 | New |
| Lombard Odier Asset Management (Switzerland) SA | 18,013 | $677.0K | 0.04% | −8,453−31.9% | Reduced |
| Seven Eight Capital, LP | 17,987 | $676.0K | 0.12% | −45,011−71.4% | Reduced |
| 1832 Asset Management L.P. | 18,000 | $675.0K | 0.00% | −19,200−51.6% | Reduced |
| Barrett Asset Management, LLC | 17,935 | $674.0K | 0.03% | −410−2.2% | Reduced |
| Burt Wealth Advisors | 17,875 | $672.0K | 0.22% | −125−0.7% | Reduced |
| Baader Bank INC | 17,862 | $672.0K | 0.05% | +17,862 | New |
| Whitener Capital Management, Inc. | 17,820 | $670.0K | 0.24% | +13,520+314.4% | Added |
| Smith, Salley & Associates | 17,782 | $669.0K | 0.05% | −129−0.7% | Reduced |
| First Financial Bank - Trust Division | 17,727 | $667.0K | 0.07% | −246−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $667.0K | 0.21% | 00.0% | Unchanged |
| Thomas White International Ltd | 17,706 | $666.0K | 0.11% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 17,613 | $662.0K | 0.13% | −8,457−32.4% | Reduced |
| Baxter Bros Inc | 17,612 | $662.0K | 0.10% | +40.0% | Added |