CSX · Company research
CSX Corporation (CSX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46578 | 2166343000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8180 | 388795 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 934036 | 44394731 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32600 | 1549478 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86872 | 4129026 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22395 | 1064432 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 1764694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12031 | 571835 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45006 | 2139135 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18000 | 855540 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Segment Wealth Management, LLC | 1575581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5664 | 269210 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bucket List Wealth Management, LLC | 2133435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10307 | 489901 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Interval Partners, LP | 1590228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1020890 | 48522902 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blue Capital, Inc. | 2032856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58609 | 2785686 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| XXEC, Inc. | 1828822 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98953007 | 765595 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8360 | 397351 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nemes Rush Group LLC | 1982273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1626 | 77261 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210543 | 10007129 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18185 | 864340 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4590 | 218163 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FOSTER & MOTLEY INC | 1163902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34518 | 1641 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33674 | 1600525 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIRST NATIONAL BANK OF OMAHA | 36644 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124461 | 5926123 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MONTGOMERY INVESTMENT MANAGEMENT INC | 1272544 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 285180 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1773830 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19298 | 917234 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| OLD NATIONAL BANCORP /IN/ | 707179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52798 | 2509488 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 772516 | 36717685 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 405668 | 19281400 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1674836 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19368 | 920561 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Pacific Center for Financial Services | 1698222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 720 | 34222 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 989399 | 39724 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| B. Riley Wealth Advisors, Inc. | 1464811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26693 | 1281533 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 925953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5272 | 250588 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 278992 | 13260500 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4831 | 230 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1085936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30600 | 1454418 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FAMILY OFFICE, LLC | 2020280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22146 | 1052599 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99983 | 4752196 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 205167 | 9743381 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70541 | 3352833 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 1236 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BAROMETER CAPITAL MANAGEMENT INC. | 1536890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213400 | 10142902 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Europe) Ltd | 1535784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 405718 | 19283777 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34804 | 1654234 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (USA) Corp | 1491719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14904 | 708387 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Leonteq Securities AG | 1535950 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 969 | 46057 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 453 | 21532 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HOWLAND CAPITAL MANAGEMENT LLC | 1079112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21619 | 1027552 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1620 | 76999 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MCF Advisors LLC | 1602905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6141 | 291862 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153 | 7273 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRUDENTIAL PLC | 898419 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191465 | 9100331 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23337 | 1109208 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2013713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37981 | 1805253 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30225 | 1436603 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| North Dakota State Investment Board | 2064039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55818 | 2653030 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Capital International, Inc./CA/ | 895213 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162743 | 7735175 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Southland Equity Partners LLC | 2006517 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8135 | 386646 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| STEINBERGANNA WEALTH MANAGEMENT | 2089528 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11021 | 523806 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12629 | 600256 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Sanchez Wealth Management Group | 1697740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49990 | 2376013 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 305276 | 424518 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Park Edge Advisors, LLC | 1965659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9332 | 443550 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Koshinski Asset Management, Inc. | 1633389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20646 | 981289 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1945 | 92446 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| McAdam, LLC | 1695490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4976 | 236516 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24258 | 1152983 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2364 | 112372 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Cullen Capital Management, LLC | 1362535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49968 | 2374979 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 1802361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14895 | 708 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28042636 | 1332866551 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Susquehanna Portfolio Strategies, LLC | 1996449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 554661 | 26363037 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42824 | 2035421 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20501 | 974414 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CHESAPEAKE ASSET MANAGEMENT LLC | 1079397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273 | 13002 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19116 | 908581 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 295490 | 14044640 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| PEOPLES BANK /OH | 934866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17667 | 839713 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125 | 5963 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DT Investment Partners, LLC | 1537621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4740 | 225293 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Walker Asset Management, LLC | 1923053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26105 | 1240778 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.