Who owns CSX (CSX)
Which tracked institutional funds hold CSX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CSX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CSX is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 1070 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CSX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CSX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CSX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1855 tracked filers holding CSX, 859 increased or opened the position and 809 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CSX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- MARSHALL WACE, LLP$20M
- Brevan Howard Capital Management LP$5M
Full exits 1065
- VANGUARD CAPITAL MANAGEMENT LLC$5.0B
- GEODE CAPITAL MANAGEMENT, LLC$1.8B
- BANK OF AMERICA CORP /DE/$1.7B
- JPMORGAN CHASE & CO$1.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
- Bank of New York Mellon Corp$1.2B
Largest adds
- BlackRock, Inc.$1.8B
- Invesco Ltd.$1.2B
- STATE STREET CORP$692M
- NORGES BANK$563M
- PRICE T ROWE ASSOCIATES INC /MD/$243M
- CITADEL ADVISORS LLC$231M
Largest trims
- ExodusPoint Capital Management, LP$12M
- Point72 Asset Management, L.P.$9M
- WELLINGTON MANAGEMENT GROUP LLP$7M
- TWO SIGMA INVESTMENTS, LP$2M
- Grantham, Mayo, Van Otterloo & Co. LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 161,062,005 | $7.7B | 12.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 120,833,055 | $5.0B | 7.8% | 2026-Q1 |
| STATE STREET CORP added | 91,455,446 | $4.3B | 6.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 70,889,485 | $3.4B | 5.3% | 2026-Q2 |
| Invesco Ltd. added | 58,361,617 | $2.8B | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 43,866,270 | $1.8B | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 42,161,735 | $1.7B | 2.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 39,655,048 | $1.6B | 2.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 36,563,882 | $1.5B | 2.4% | 2026-Q1 |
| NORGES BANK added | 25,950,269 | $1.2B | 1.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 28,566,870 | $1.2B | 1.8% | 2026-Q1 |
| Fisher Asset Management, LLC added | 27,247,647 | $1.1B | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 26,114,910 | $1.1B | 1.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 25,459,167 | $1.0B | 1.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 23,913,357 | $981M | 1.5% | 2026-Q1 |
| Capital Research Global Investors added | 20,221,215 | $961M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 19,867,881 | $816M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 19,653,532 | $807M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 18,883,047 | $775M | 1.2% | 2026-Q1 |
| VIKING GLOBAL INVESTORS LP added | 18,678,052 | $767M | 1.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 18,333,511 | $753M | 1.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 16,453,681 | $675M | 1.1% | 2026-Q1 |
| FMR LLC trimmed | 13,318,050 | $633M | 1.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 14,219,075 | $584M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 13,065,792 | $536M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 12,645,960 | $519M | 0.8% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 12,258,054 | $503M | 0.8% | 2026-Q1 |
| Amundi trimmed | 11,732,170 | $482M | 0.8% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 11,649,168 | $478M | 0.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 11,386,620 | $467M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 10,470,912 | $430M | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 10,470,014 | $430M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 9,963,685 | $409M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 10,902,961 | $395M | 0.6% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 8,229,214 | $338M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 8,075,699 | $332M | 0.5% | 2026-Q1 |
| FIL Ltd added | 7,301,800 | $300M | 0.5% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 7,085,533 | $291M | 0.5% | 2026-Q1 |
| Capital World Investors added | 5,937,284 | $282M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 5,514,487 | $262M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 5,682,207 | $233M | 0.4% | 2026-Q1 |
| National Pension Service trimmed | 5,522,420 | $227M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 5,464,900 | $224M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 5,325,102 | $219M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 4,522,881 | $215M | 0.3% | 2026-Q2 |
| Holocene Advisors, LP added | 4,989,408 | $205M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 4,558,136 | $187M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 4,538,988 | $186M | 0.3% | 2026-Q1 |
| Perpetual Ltd trimmed | 4,535,052 | $186M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,447,609 | $183M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,374,408 | $180M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 4,359,762 | $179M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 4,105,291 | $169M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 4,078,402 | $167M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 3,941,319 | $162M | 0.3% | 2026-Q1 |
| Maj Invest Holding A/S trimmed | 3,586,679 | $147M | 0.2% | 2026-Q1 |
| Junto Capital Management LP trimmed | 3,461,214 | $142M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 3,436,961 | $141M | 0.2% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 3,346,836 | $137M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 3,292,147 | $135M | 0.2% | 2026-Q1 |
| M&G PLC trimmed | 3,230,134 | $132M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,623,041 | $125M | 0.2% | 2026-Q2 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 3,032,785 | $124M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 3,005,406 | $123M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 3,004,183 | $123M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 2,937,185 | $121M | 0.2% | 2026-Q1 |
| LOCUST WOOD CAPITAL ADVISERS, LLC trimmed | 2,868,822 | $118M | 0.2% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 2,844,708 | $117M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,823,342 | $116M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,408,776 | $114M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 2,359,777 | $112M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 2,636,625 | $108M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 2,630,176 | $108M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,617,265 | $107M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 2,608,917 | $107M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,597,169 | $107M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 2,229,965 | $106M | 0.2% | 2026-Q2 |
| Aberdeen Group plc added | 2,523,910 | $104M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 2,513,858 | $103M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,489,247 | $102M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 2,432,564 | $100M | 0.2% | 2026-Q1 |
| UniSuper Management Pty Ltd added | 2,342,636 | $96M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 2,281,232 | $94M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,245,257 | $92M | 0.1% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 2,213,188 | $91M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,179,125 | $89M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 2,148,675 | $88M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 2,145,340 | $88M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 2,117,030 | $87M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 2,112,993 | $87M | 0.1% | 2026-Q1 |
| TCW GROUP INC added | 2,095,468 | $86M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 2,082,874 | $86M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 2,075,452 | $85M | 0.1% | 2026-Q1 |
| SOUND SHORE MANAGEMENT INC /CT/ trimmed | 2,002,159 | $82M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 175,198,067 | $6.4B | 10.0% | 2025-Q4 stale |
| TOMS Capital Investment Management LP new | 5,612,400 | $183M | 0.3% | 2025-Q2 stale |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 4,016,503 | $146M | 0.2% | 2025-Q4 stale |
| Soroban Capital Partners LP trimmed | 4,072,561 | $145M | 0.2% | 2025-Q4 stale |
| River Road Asset Management, LLC added | 2,729,409 | $97M | 0.2% | 2025-Q3 stale |
| ClearBridge Investments Ltd trimmed | 2,725,112 | $89M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.