CSX CORP (CSX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
84
Reporting holders
$76.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,918
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ausbil Investment Management Ltd | $13.4M | 288,186 | 6.74% | 8q | +10.4%+$1.3M |
| Farther Finance Advisors, LLC | $5.0M | 107,277 | 0.04% | 16q | +12.2%+$541.6K |
| GAMMA Investing LLC | $3.7M | 80,441 | 0.13% | 12q | +4.9%+$175.2K |
| MFG WEALTH MANAGEMENT, INC. | $2.2M | 48,237 | 1.63% | 3q | +55.1%+$796.9K |
| PARK NATIONAL CORP /OH/ | $2.2M | 46,578 | 0.06% | 32q | -6.5%-$149.6K |
| EASTERN BANK | $2.1M | 45,065 | 0.03% | 9q | -3.7%-$80.3K |
| CHAPIN DAVIS, INC. | $2.0M | 43,935 | 0.39% | 16q | HELD |
| Everhart Financial Group, Inc. | $1.9M | 40,815 | 0.12% | 24q | +2.5%+$46.6K |
| Valeo Financial Advisors, LLC | $1.9M | 40,393 | 0.04% | 32q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $1.8M | 39,395 | 0.30% | 4q | -17.1%-$379.2K |
| CoreCap Advisors, LLC | $1.8M | 39,171 | 0.05% | 9q | +1.9%+$34.7K |
| Apella Capital, LLC | $1.7M | 37,169 | 0.02% | 4q | +1.6%+$27.4K |
| Venture Visionary Partners LLC | $1.7M | 36,716 | 0.04% | 24q | -2.7%-$47.7K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $1.7M | 35,721 | 0.86% | 12q | -6.0%-$105.1K |
| Gerald Baker Financial Group LLC | $1.5M | 32,846 | 0.43% | 3q | HELD |
| Biltmore Wealth Management, LLC | $1.4M | 31,044 | 0.45% | 23q | -2.6%-$38.5K |
| Bath Savings Trust Co | $1.4M | 29,964 | 0.14% | 31q | -3.2%-$46.5K |
| Decker Wealth Management LLC | $1.3M | 27,576 | 0.26% | 4q | HELD |
| Werlinich Asset Management, LLC | $1.2M | 25,026 | 0.45% | 23q | HELD |
| Wedmont Private Capital | $1.1M | 24,003 | 0.03% | 17q | +21.0%+$197.5K |
| TrueWealth Advisors, LLC | $1.1M | 23,720 | 0.25% | 6q | -3.9%-$44.6K |
| SAPIENT CAPITAL LLC | $1.1M | 23,410 | 0.01% | 12q | -50.7%-$1.1M |
| DAVIDSON TRUST CO | $1.0M | 22,307 | 0.41% | 28q | HELD |
| Grove Bank & Trust | $1.0M | 21,985 | 0.10% | 32q | HELD |
| Avidian Wealth Enterprises, LLC | $988.2K | 21,247 | 0.03% | 24q | -3.1%-$32.1K |
| Acropolis Investment Management, LLC | $974.1K | 20,944 | 0.04% | 8q | -48.5%-$919.1K |
| CENTRAL BANK & TRUST CO | $965.6K | 20,762 | 0.14% | 3q | +17.4%+$142.8K |
| Graves Light Lenhart Wealth, Inc. | $958.8K | 20,616 | 0.09% | 31q | HELD |
| Legacy Wealth Asset Management, LLC | $938.2K | 20,173 | 0.21% | 24q | -1.5%-$14.3K |
| Dupree Financial Group, LLC | $859.6K | 18,483 | 0.31% | 12q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $852.9K | 18,339 | 0.07% | 20q | -3.7%-$32.3K |
| Greenfield Savings Bank | $671.7K | 14,441 | 0.25% | 9q | -4.4%-$31.1K |
| Coastline Trust Co | $652.8K | 14,035 | 0.06% | 32q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $647.6K | 13,923 | 0.01% | 2q | +185.0%+$420.4K |
| Bangor Savings Bank | $616.0K | 13,245 | 0.05% | 32q | HELD |
| Successful Portfolios LLC | $553.7K | 11,674 | 0.26% | 32q | HELD |
| Kaydan Wealth Management, Inc. | $527.8K | 11,349 | 0.18% | 20q | HELD |
| Montecito Bank & Trust | $492.4K | 10,587 | 0.07% | 5q | -1.5%-$7.7K |
| ARMSTRONG ADVISORY GROUP, INC | $473.1K | 10,172 | 0.03% | 16q | HELD |
| Davis Capital Management | $431.8K | 9,284 | 0.26% | 12q | +5.8%+$23.5K |
| Gradient Investments LLC | $403.9K | 8,684 | 0.01% | 6q | +20.0%+$67.3K |
| Bill Few Associates, Inc. | $389.3K | 8,371 | 0.08% | 7q | HELD |
| First Heartland Consultants, Inc. | $376.8K | 8,102 | 0.03% | 3q | +61.2%+$143.1K |
| YHB Investment Advisors, Inc. | $369.0K | 7,933 | 0.02% | 32q | -1.7%-$6.4K |
| Exchange Bank | $353.2K | 7,595 | 0.22% | 14q | -2.9%-$10.5K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $346.9K | 7,458 | 0.03% | 32q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $344.7K | 7,411 | 0.07% | 23q | -0.9%-$3.0K |
| Ridgewood Investments LLC | $344.7K | 7,411 | 0.13% | 15q | HELD |
| Lee, Kelleher & Klein Wealth Management | $342.5K | 7,363 | 0.18% | 8q | HELD |
| Defender Capital, LLC. | $321.4K | 6,910 | 0.10% | 4q | HELD |
| Cooper Financial Group | $317.7K | 6,832 | 0.03% | 4q | -3.1%-$10.0K |
| Rosenberg Matthew Hamilton | $289.0K | 6,213 | 0.05% | 27q | HELD |
| FC Advisory LLC | $287.9K | 6,191 | 0.08% | 32q | HELD |
| Heartwood Wealth Advisors LLC | $279.3K | 6,005 | 0.02% | 5q | HELD |
| M.E. ALLISON & CO., INC. | $275.9K | 5,933 | 0.15% | 6q | HELD |
| MassMutual Private Wealth & Trust, FSB | $273.7K | 5,885 | 0.01% | 23q | -3.8%-$10.8K |
| Atlas Brown,Inc. | $271.6K | 5,839 | 0.07% | 5q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $267.8K | 5,758 | 0.05% | 22q | -30.7%-$118.6K |
| Roan Capital Partners | $261.7K | 5,627 | 0.19% | 3q | -2.5%-$6.7K |
| ROCKLAND TRUST CO | $242.2K | 5,208 | 0.01% | 3q | +5.2%+$12.0K |
| Roxbury Financial LLC | $231.1K | 4,969 | 0.18% | 8q | HELD |
| Financial Symmetry Inc | $227.7K | 4,895 | 0.07% | 3q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $227.6K | 4,894 | 0.18% | 2q | +11.3%+$23.1K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $223.2K | 4,800 | 0.13% | 2q | HELD |
| Sound Income Strategies, LLC | $212.4K | 4,487 | 0.01% | 32q | -11.6%-$27.8K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $204.8K | 4,402 | 0.15% | 2q | -10.9%-$24.9K |
| ELEVATION WEALTH PARTNERS, LLC | $176.1K | 3,786 | 0.05% | 15q | +6.7%+$11.0K |
| Versant Capital Management, Inc | $161.2K | 3,467 | 0.01% | 32q | +23.8%+$31.0K |
| GK Wealth Management LLC | $131.1K | 2,819 | 0.07% | 2q | -39.7%-$86.2K |
| Planning Strategies Inc. | $127.3K | 2,738 | 0.08% | 2q | +2220.3%+$121.9K |
| Trust Co | $109.3K | 2,350 | 0.01% | 32q | +13.0%+$12.6K |
| Bank of New Hampshire | $93.0K | 2,000 | 0.02% | 2q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $83.7K | 1,800 | 0.02% | 31q | HELD |
| Bullock Wealth Management Group | $77.3K | 1,661 | 0.03% | 11q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $76.7K | 1,650 | 0.00% | 10q | HELD |
| Wealth Enhancement Trust Services, Inc. | $54.9K | 1,180 | 0.01% | 4q | -89.1%-$448.5K |
| AMERICAN NATIONAL BANK & TRUST | $46.3K | 996 | 0.00% | 22q | -31.2%-$21.0K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $42.6K | 915 | 0.01% | new | NEW |
| Aventus Investment Advisors, Inc. | $33.5K | 720 | 0.02% | 6q | HELD |
| Retirement Wealth Solutions LLC | $28.6K | 615 | 0.02% | 8q | +21.5%+$5.1K |
| Hickory Point Bank & Trust | $27.9K | 600 | 0.02% | 3q | HELD |
| Noble Wealth Management PBC | $22.6K | 486 | 0.01% | 7q | HELD |
| Marquette Asset Management, LLC | $9.3K | 199 | 0.00% | 5q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $8.5K | 183 | 0.01% | 3q | HELD |
| JACOBS & CO/CA | $8.3K | 178,212 | 0.72% | 32q | -1.8% |
| NEVILLE RODIE & SHAW INC | $2.7K | 57,809 | 0.18% | 32q | HELD |
| CX Institutional | $1.1K | 22,684 | 0.03% | 29q | +4.0% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $693 | 14,895 | 0.49% | 28q | HELD |
| Polaris Financial Partners | $44 | 947 | 0.02% | new | FIRST |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-03 | Boone Kevin S. | EVP & CFO | Sold | 136,708 | $6.4M |
| 2026-07-24 | Williams Angela C | VP & Chief Accounting Officer | Sold | 30,000 | $1.6M |
| 2026-07-24 | Burns Michael S. | SVP - CLO & Corp Secy | Sold | 13,000 | $684.8K |
| 2026-06-03 | ZILLMER JOHN J | Director | Sold | 10,000 | $464.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 84 | $76.0M | 1,633,595 | 1 | 20 | 27 | 0.0% |
| Q2 2026 | 2,002 | $77.1B | 1,689,678,142 | 218 | 631 | 552 | 1.1% |
| Q1 2026 | 1,876 | $61.8B | 1,490,365,182 | 178 | 544 | 584 | 1.2% |
| Q4 2025 | 1,821 | $54.1B | 1,463,711,049 | 115 | 538 | 543 | 2.0% |
| Q3 2025 | 1,751 | $51.2B | 1,400,384,690 | 150 | 495 | 542 | 2.9% |
| Q2 2025 | 1,710 | $47.0B | 1,416,290,137 | 164 | 439 | 631 | 1.6% |
| Q1 2025 | 1,677 | $42.1B | 1,420,089,471 | 103 | 487 | 611 | 0.9% |
| Q4 2024 | 1,732 | $47.8B | 1,469,462,062 | 91 | 497 | 542 | 0.9% |
| Q3 2024 | 1,678 | $52.7B | 1,510,934,615 | 96 | 493 | 517 | 1.1% |
| Q2 2024 | 1,667 | $51.0B | 1,514,309,089 | 93 | 532 | 519 | 0.7% |
| Q1 2024 | 1,704 | $58.0B | 1,557,661,306 | 126 | 506 | 532 | 0.7% |
| Q4 2023 | 1,676 | $52.6B | 1,509,186,955 | 134 | 429 | 541 | 0.6% |
| Q3 2023 | 1,552 | $45.0B | 1,453,778,240 | 85 | 465 | 498 | 0.6% |
| Q2 2023 | 1,586 | $50.8B | 1,483,283,115 | 141 | 435 | 517 | 0.5% |
| Q1 2023 | 1,508 | $46.1B | 1,525,656,569 | 110 | 419 | 520 | 0.8% |
| Q4 2022 | 1,520 | $48.5B | 1,527,456,201 | 135 | 391 | 492 | 0.8% |
| Q3 2022 | 1,443 | $41.9B | 1,555,643,543 | 73 | 442 | 455 | 0.9% |
| Q2 2022 | 1,477 | $46.6B | 1,588,549,387 | 88 | 454 | 485 | 0.9% |
| Q1 2022 | 1,578 | $61.5B | 1,625,935,077 | 119 | 482 | 486 | 1.1% |
| Q4 2021 | 1,551 | $62.2B | 1,636,870,595 | 158 | 414 | 436 | 1.2% |
| Q3 2021 | 1,367 | $49.4B | 1,644,871,764 | 77 | 485 | 379 | 0.9% |
| Q2 2021 | 1,386 | $53.2B | 1,642,346,230 | 86 | 1,225 | 37 | 1.1% |
| Q1 2021 | 1,384 | $54.8B | 566,106,796 | 96 | 411 | 436 | 1.0% |
| Q4 2020 | 1,367 | $53.4B | 572,150,914 | 141 | 374 | 390 | 2.7% |
| Q3 2020 | 1,220 | $45.1B | 572,587,232 | 115 | 310 | 389 | 1.5% |
| Q2 2020 | 1,154 | $40.4B | 571,707,011 | 102 | 317 | 373 | 1.5% |
| Q1 2020 | 1,137 | $33.2B | 569,573,780 | 81 | 290 | 470 | 1.6% |
| Q4 2019 | 1,227 | $43.4B | 584,514,370 | 94 | 310 | 399 | 2.5% |
| Q3 2019 | 1,116 | $42.7B | 604,385,390 | 53 | 297 | 431 | 2.1% |
| Q2 2019 | 1,237 | $48.8B | 614,457,068 | 109 | 331 | 429 | 2.5% |
| Q1 2019 | 1,209 | $47.2B | 621,561,504 | 107 | 295 | 445 | 1.6% |
| Q4 2018 | 1,196 | $40.9B | 643,566,322 | 12 | 22 | 16 | 2.4% |