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CSX (CSX) Institutional Ownership

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$44.40 -0.13 (-0.29%)
Closing price 05/13/2026 04:00 PM Eastern
Extended Trading
$44.46 +0.06 (+0.14%)
As of 08:08 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for CSX (NASDAQ:CSX)

Current
Institutional Ownership
Percentage
73.57%
Number of
Institutional Buyers
(last 12 months)
172
Total
Institutional Inflows
(last 12 months)
$464.33M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$324.56M
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CSX Institutional Buying and Selling by Quarter

CSX Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 Burling Wealth Partners LLC6,719$276K0.0%-12.8%0.000%
5/8/2026 Wilkerson Advisory Group LLC829$34K0.0%+97.4%0.000%
5/7/2026 Basepoint Wealth LLC3,747$154K0.1%-29.6%0.000%
5/7/2026 Sound Shore Management Inc. CT2,002,159$82.19M2.8%-16.6%0.108%
5/7/2026 Resolute Wealth Strategies LLC7,425$305K0.1%+15.0%0.000%
5/7/2026 S&CO Inc.5,400$221K0.0%N/A0.000%
5/7/2026 Valley Wealth Managers Inc.1,650$68K0.0%+120.0%0.000%
5/6/2026 MTM Investment Management LLC64,362$2.64M0.8%-0.6%0.003%
4/30/2026 Stronghold Wealth Management L.L.C.4,978$204K0.3%N/A0.000%
4/29/2026 Nicholas Hoffman & Company LLC.5,267$216K0.0%N/A0.000%
4/28/2026 Indiana Trust & Investment Management Co17,514$719K0.2%-1.4%0.001%
4/28/2026 Mount Vernon Associates Inc. MD40,300$1.65M1.2%-10.0%0.002%
4/27/2026 Sound Income Strategies LLC6,070$252K0.0%-37.3%0.000%
4/24/2026 Root Financial Partners LLC5,169$212K0.0%+8.7%0.000%
4/24/2026 Stock Yards Bank & Trust Co.32,278$1.33M0.0%-10.2%0.002%
4/23/2026 Folger Nolan Fleming Douglas Capital Management Inc.21,451$881K0.1%-11.2%0.001%
4/22/2026 Venturi Wealth Management LLC7,648$314K0.0%N/A0.000%
4/21/2026 First United Bank & Trust51,719$2.12M0.7%+1.5%0.003%
4/20/2026 Miller Howard Investments Inc. NY238,817$9.80M0.3%+6.8%0.013%
4/17/2026 SVB Wealth LLC24,474$1.01M0.1%-1.5%0.001%
4/16/2026 SG Americas Securities LLC1,170,841$48.06M0.1%-15.3%0.063%
4/16/2026 Park National Corp OH50,373$2.07M0.1%-3.0%0.003%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S88,778$3.64M0.0%+14.7%0.005%
3/6/2026 Union Savings Bank3,800$138K0.1%N/A0.000%
2/26/2026 Anchor Investment Management LLC85,857$3.11M0.3%-1.8%0.005%
2/19/2026 CrossGen Wealth LLC1,490$54K0.0%N/A0.000%
2/18/2026State of Tennessee Department of Treasury661,713$24.99M0.1%-15.3%0.036%
2/18/2026BNB Wealth Management LLC31,046$1.13M0.7%N/A0.002%
2/18/2026 Align Financial LLC28,166$1.02M0.0%N/A0.002%
2/17/2026 Fairscale Capital LLC845$31K0.0%-51.6%0.000%
2/17/2026Captrust Financial Advisors423,312$15.35M0.0%+4.4%0.023%
2/13/2026 Borer Denton & Associates Inc.7,500$272K0.1%-10.7%0.000%
2/13/2026 Fairfield Bush & CO.12,240$444K0.2%-6.1%0.001%
2/13/2026 Gen Wealth Partners Inc1,989$72K0.0%-24.5%0.000%
2/13/2026Arkadios Wealth Advisors88,599$3.21M0.1%+53.7%0.005%
2/13/2026Van Lanschot Kempen Investment Management N.V.164,633$5.97M0.1%-3.9%0.009%
2/13/2026Cohen & Steers Inc.8,282,107$300.23M0.5%+1.2%0.445%
2/13/2026 Sumitomo Life Insurance Co.39,996$1.45M0.0%+0.9%0.002%
2/12/2026 Virtue Capital Management LLC23,353$847K0.0%+129.6%0.001%
2/12/2026 Walled Lake Planning & Wealth Management LLC13,235$480K0.2%+2.7%0.001%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
2/12/2026 Kahn Brothers Group Inc.37,531$1.36M0.2%-7.9%0.002%
2/12/2026 New York State Common Retirement Fund2,087,275$75.66M0.1%-0.3%0.112%
2/12/2026 McMillan Office Inc.4,200$152K0.0%N/A0.000%
2/12/2026 Rowlandmiller & PARTNERS.ADV86,156$3.12M0.6%-1.6%0.005%
2/12/2026 Lyell Wealth Management LP27,831$1.01M0.1%+1.8%0.001%
2/11/2026 J.Safra Asset Management Corp3,745$136K0.0%N/A0.000%
2/11/2026 Alteri Wealth LLC13,733$498K0.2%+8.5%0.001%
2/11/2026Syon Capital LLC28,316$1.03M0.1%+1.0%0.002%
2/11/2026Mascagni Wealth Management Inc.8,387$304K0.2%-6.1%0.000%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S77,421$2.81M0.0%+3.3%0.004%
2/11/2026Pinebridge Investments LLC164,930$5.98M0.0%N/A0.009%
2/11/2026 Continuum Advisory LLC22,759$825K0.1%-1.5%0.001%
2/10/2026 Sound Shore Management Inc. CT2,401,874$87.07M2.8%-0.6%0.129%
2/10/2026 Westpac Banking Corp30,553$1.11M0.1%-3.4%0.002%
2/10/2026Cbre Investment Management Listed Real Assets LLC542,675$19.67M0.3%-42.6%0.029%
2/10/2026 Root Financial Partners LLC4,757$172K0.0%+7.3%0.000%
2/10/2026 New Mexico Educational Retirement Board85,918$3.12M0.1%+1.3%0.005%
2/10/2026 Basepoint Wealth LLC5,320$193K0.1%-14.6%0.000%
2/9/2026 MTM Investment Management LLC64,762$2.35M0.7%-1.0%0.003%
2/9/2026 Knights of Columbus Asset Advisors LLC189,288$6.86M0.4%+2.4%0.010%
2/9/2026 Cary Street Partners Investment Advisory LLC4,206$152K0.0%+26.1%0.000%
2/9/2026 Cary Street Partners Financial LLC23,953$868K0.0%-5.4%0.001%
2/9/2026 Blue Bell Private Wealth Management LLC12,912$468K0.1%-4.2%0.001%
2/9/2026 Allstate Corp136,869$4.96M0.1%+105.7%0.007%
2/6/2026EverSource Wealth Advisors LLC13,462$488K0.0%+15.3%0.001%
2/6/2026 FourThought Financial Partners LLC105,736$3.83M0.3%+4.8%0.006%
2/6/2026 Rathbones Group PLC107,697$3.90M0.0%-48.1%0.006%
2/6/2026 Cullen Frost Bankers Inc.9,595$348K0.0%+24.4%0.001%
2/6/2026 Handelsbanken Fonder AB937,374$33.98M0.1%-6.3%0.050%
2/5/2026 TD Private Client Wealth LLC51,033$1.85M0.0%+2.8%0.003%
2/5/2026 Beese Fulmer Investment Management Inc.51,906$1.88M0.1%-10.9%0.003%
2/5/2026 Canada Post Corp Registered Pension Plan96,484$3.50M0.1%+34.2%0.005%
2/4/2026 LRI Investments LLC9,472$343K0.0%+11.5%0.001%
2/3/2026 Crestwood Advisors Group LLC8,583$311K0.0%+10.0%0.000%
2/3/2026Broadwater Capital Management LLC1,485$54K0.0%-74.4%0.000%
2/2/2026 Reynders McVeigh Capital Management LLC28,495$1.03M0.0%-1.7%0.002%
2/2/2026 Cornerstone Planning Group LLC2,134$80K0.0%-13.6%0.000%
2/2/2026Horizon Investments LLC81,001$2.94M0.0%-45.4%0.004%
1/30/2026 Strategic Blueprint LLC7,014$254K0.0%-14.2%0.000%
1/30/2026 KTF Investments LLC36,550$1.33M0.2%N/A0.002%
1/30/2026 Torren Management LLC2,226$81K0.0%N/A0.000%
1/29/2026 Cornerstone Investment Partners LLC19,501$707K0.0%-24.7%0.001%
1/29/2026 ST Germain D J Co. Inc.16,764$608K0.0%-8.2%0.001%
1/29/2026 NBC Securities Inc.4,232$153K0.0%+49.2%0.000%
1/28/2026Quent Long Short Global Small Cap Fund LP5,950$216K0.0%N/A0.000%
1/28/2026 Kingswood Wealth Advisors LLC13,852$502K0.0%+66.4%0.001%
1/27/2026 BankPlus Trust Department2,043$74K0.0%-66.7%0.000%
1/27/2026 Miller Howard Investments Inc. NY223,507$8.10M0.2%+7.8%0.012%
1/27/2026 Tributary Capital Management LLC15,400$558K0.1%-1.9%0.001%
1/23/2026 Farther Finance Advisors LLC73,410$2.66M0.0%+159.5%0.004%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
1/22/2026 City Holding Co.40,779$1.48M0.2%-14.7%0.002%
1/21/2026 Prime Capital Investment Advisors LLC55,702$2.02M0.0%-2.9%0.003%
1/21/2026 First United Bank & Trust50,956$1.85M0.6%-11.5%0.003%
1/21/2026 Stock Yards Bank & Trust Co.35,950$1.30M0.0%-3.4%0.002%
1/21/2026Crews Bank & Trust9,509$345K0.0%-27.9%0.001%
1/21/2026 Sound Income Strategies LLC9,688$351K0.0%+26.1%0.001%
1/21/2026 Rathbones Group PLC107,697$3.90M0.0%-48.1%0.006%
1/20/2026SOA Wealth Advisors LLC.111,914$4.06M0.4%+26.0%0.006%
1/16/2026 Augustine Asset Management Inc.74,345$2.70M0.5%+4.6%0.004%
1/15/2026 Spirit of America Management Corp NY34,600$1.25M0.3%-5.5%0.002%


CSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,445 institutional investors and hedge funds held shares of CSX. The most heavily invested institutionals were Vanguard Group Inc. ($5.17B), State Street Corp ($2.84B), Capital World Investors ($1.55B), Geode Capital Management LLC ($1.34B), Capital International Investors ($1.06B), Bank of New York Mellon Corp ($835.34M), and Fisher Asset Management LLC ($805.35M).Learn more on CSX's institutional investors.

73.57% of CSX's stock is owned by institutional investors. Learn more on CSX's institutional investor holdings.

Of the 1,055 institutional investors that purchased CSX's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($24.18M), Bank of New York Mellon Corp ($12.82M), Ameriprise Financial Inc. ($12.46M), Fiduciary Management Inc. WI ($6.27M), Nuveen LLC ($6.20M), Mitsubishi UFJ Trust & Banking Corp ($5.57M), and Interval Partners LP ($5.12M).

Institutional investors have bought a total of 15,382,954 shares in the last 24 months. This purchase volume represents approximately $464.33M in transactions.

Of the 120 institutional investors that sold CSX's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clark Capital Management Group Inc. ($1.69M), Cbre Investment Management Listed Real Assets LLC ($1.38M), SG Americas Securities LLC ($1.19M), Sound Shore Management Inc CT ($693.84K), BROOKFIELD Corp ON ($572.38K), AQR Capital Management LLC ($525.26K), and River Road Asset Management LLC ($431.05K).

Institutional investors have sold a total of 9,844,782 shares in the last 24 months. This volume of shares sold represents approximately $324.56M in transactions.



This page (NASDAQ:CSX) was last updated on 5/14/2026 by MarketBeat.com Staff.
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