Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CSX CORP · COM · quarter ended 2026-03-31 · 22 members disclosed CSX ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,515 holders are listed, largest first: 1,515
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $49.4B
holders whose share count rose or who opened the position (new + add), by shares: 678
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 146

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CSX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.6B	160,205,035	+17,689,311	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.0B	120,833,055	—	NO PRIOR
3	STATE STREET CORP	$3.7B	89,026,070	+1,146,515	ADD
4	GEODE CAPITAL MANAGEMENT, LLC	$1.8B	43,866,270	+1,447,241	ADD
5	BANK OF AMERICA CORP /DE/	$1.7B	42,161,735	−4,406,716	TRIM
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	36,563,882	—	NO PRIOR
7	Bank of New York Mellon Corp	$1.2B	28,566,870	+341,528	ADD
8	Fisher Asset Management, LLC	$1.1B	27,247,647	+731,816	ADD
9	AMERIPRISE FINANCIAL INC	$1.1B	26,114,910	+3,730,013	ADD
10	MORGAN STANLEY	$1.0B	25,459,167	−1,257,323	TRIM
11	DIMENSIONAL FUND ADVISORS LP	$981M	23,913,357	+60,883	ADD
12	ROYAL BANK OF CANADA	$816M	19,867,881	+9,402,184	ADD
13	Capital Research Global Investors	$807M	19,669,920	+15,451,646	ADD
14	Invesco Ltd.	$798M	19,443,410	+1,703,474	ADD
15	NORTHERN TRUST CORP	$775M	18,883,047	−414,311	TRIM
16	VIKING GLOBAL INVESTORS LP	$767M	18,678,052	+4,860,513	ADD
17	LAZARD ASSET MANAGEMENT LLC	$753M	18,333,511	−2,326,602	TRIM
18	Legal & General Group Plc	$675M	16,453,681	−321,180	TRIM
19	FMR LLC	$623M	15,167,196	−2,750,265	TRIM
20	DEUTSCHE BANK AG\	$584M	14,219,075	+762,701	ADD
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$536M	13,065,792	+1,056,438	ADD
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$519M	12,645,960	+319,822	ADD
23	Amundi	$482M	11,732,170	−390,975	TRIM
24	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$478M	11,649,168	+1,784,330	ADD
25	VICTORY CAPITAL MANAGEMENT INC	$467M	11,386,620	−695,990	TRIM
26	VANGUARD FIDUCIARY TRUST CO	$430M	10,470,912	—	NO PRIOR
27	AMERICAN CENTURY COMPANIES INC	$430M	10,470,014	−53,044	TRIM
28	UBS Group AG	$409M	9,963,685	−2,106,326	TRIM
29	ALLIANCEBERNSTEIN L.P.	$395M	10,902,961	−1,095,439	TRIM
30	Nuveen, LLC	$332M	8,075,699	+1,704,590	ADD
31	FIL Ltd	$300M	7,301,800	+4,410,405	ADD
32	ADAGE CAPITAL PARTNERS GP, L.L.C.	$291M	7,085,533	+3,252,825	ADD
33	Capital World Investors	$242M	5,885,465	−4,700,338	TRIM
34	Mitsubishi UFJ Trust & Banking Corp	$233M	5,682,207	−1,499,966	TRIM
35	National Pension Service	$227M	5,522,420	+5,522,420	NEW
36	Swiss National Bank	$224M	5,464,900	+356,200	ADD
37	SCHRODER INVESTMENT MANAGEMENT GROUP	$219M	5,325,102	+13,538	ADD
38	Holocene Advisors, LP	$205M	4,989,408	+73,243	ADD
39	HSBC HOLDINGS PLC	$187M	4,558,136	−5,219,378	TRIM
40	Sumitomo Mitsui Trust Group, Inc.	$186M	4,538,988	−235,140	TRIM
41	Perpetual Ltd	$186M	4,535,052	−283,907	TRIM
42	BARCLAYS PLC	$183M	4,447,609	−2,743,963	TRIM
43	WELLS FARGO & COMPANY/MN	$180M	4,374,408	+79,478	ADD
44	Mitsubishi UFJ Asset Management Co., Ltd.	$179M	4,359,762	+275,732	ADD
45	Vanguard Global Advisers, LLC	$167M	4,078,402	—	NO PRIOR
46	NATIONAL BANK OF CANADA /FI/	$162M	3,941,319	+1,300,282	ADD
47	Junto Capital Management LP	$142M	3,461,214	−590,660	TRIM
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$141M	3,436,961	−51,833	TRIM
49	GREAT LAKES ADVISORS, LLC	$137M	3,346,836	+123,215	ADD
50	M&G Plc	$132M	3,230,134	−396,323	TRIM
51	VANGUARD ASSET MANAGEMENT, Ltd	$123M	3,005,406	—	NO PRIOR
52	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$123M	3,004,183	−588,507	TRIM
53	Point72 Asset Management, L.P.	$121M	2,951,597	−4,916,862	TRIM
54	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$121M	2,937,185	−63,996	TRIM
55	LOCUST WOOD CAPITAL ADVISERS, LLC	$119M	2,887,222	−643,208	TRIM
56	BROOKFIELD Corp /ON/	$117M	2,844,708	−30,205	TRIM
57	RAYMOND JAMES FINANCIAL INC	$116M	2,823,342	+65,208	ADD
58	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$108M	2,636,625	+2,636,625	NEW
59	ProShare Advisors LLC	$108M	2,630,176	−606,184	TRIM
60	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$107M	2,608,917	+408,637	ADD
61	Aberdeen Group plc	$104M	2,523,910	+307,008	ADD
62	Allianz Asset Management GmbH	$103M	2,513,858	+1,198,279	ADD
63	ENVESTNET ASSET MANAGEMENT INC	$102M	2,489,247	−176,741	TRIM
64	CITIGROUP INC	$99.9M	2,432,564	+28,439	ADD
65	Bridgewater Associates, LP	$97.5M	2,375,228	+1,684,261	ADD
66	UniSuper Management Pty Ltd	$96.2M	2,342,636	+125,191	ADD
67	PRINCIPAL FINANCIAL GROUP INC	$93.6M	2,281,232	−69,095	TRIM
68	BANK OF MONTREAL /CAN/	$92.2M	2,245,257	−425,774	TRIM
69	EARNEST PARTNERS LLC	$90.9M	2,213,188	−51,914	TRIM
70	AQR CAPITAL MANAGEMENT LLC	$89.6M	2,227,123	−227,165	TRIM
71	FIRST TRUST ADVISORS LP	$89.5M	2,179,125	+363,766	ADD
72	NEW YORK STATE COMMON RETIREMENT FUND	$88.2M	2,148,675	+61,400	ADD
73	Universal- Beteiligungs- und Servicegesellschaft mbH	$88.0M	2,145,340	−16,013	TRIM
74	CANADA PENSION PLAN INVESTMENT BOARD	$86.7M	2,112,993	+831,837	ADD
75	SEI INVESTMENTS CO	$85.5M	2,082,874	+415,415	ADD
76	PRUDENTIAL FINANCIAL INC	$85.2M	2,075,452	−1,744,132	TRIM
77	Connor, Clark & Lunn Investment Management Ltd.	$77.6M	1,889,926	+1,833,608	ADD
78	Magellan Asset Management Ltd	$75.8M	1,847,063	−1,369,006	TRIM
79	Vanguard Investments Australia, Ltd.	$74.5M	1,815,459	—	NO PRIOR
80	ZACKS INVESTMENT MANAGEMENT	$71.7M	1,745,792	+879	ADD
81	LPL Financial LLC	$70.8M	1,724,646	+104,488	ADD
82	Calamos Advisors LLC	$70.7M	1,721,213	+29,586	ADD
83	WESTWOOD HOLDINGS GROUP INC	$68.3M	1,663,178	−54,198	TRIM
84	WESTFIELD CAPITAL MANAGEMENT CO LP	$68.1M	1,658,299	−47,208	TRIM
85	Cartenna Capital, LP	$67.7M	1,650,000	+400,000	ADD
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$67.5M	1,645,184	−9,827	TRIM
87	PRIMECAP MANAGEMENT CO/CA/	$67.1M	1,634,900	−557,100	TRIM
88	AVIVA PLC	$66.6M	1,622,903	+42,602	ADD
89	JANE STREET GROUP, LLC	$65.5M	1,594,949	+1,470,611	ADD
90	Focus Partners Wealth	$63.2M	1,539,044	−350,997	TRIM
91	HighTower Advisors, LLC	$62.3M	1,516,455	−19,883	TRIM
92	CRAWFORD INVESTMENT COUNSEL INC	$61.9M	1,506,701	−30,164	TRIM
93	Yaupon Capital Management LP	$55.5M	1,352,431	−207,233	TRIM
94	CIBC WORLD MARKET INC.	$55.1M	1,343,461	−64,776	TRIM
95	TRUIST FINANCIAL CORP	$53.4M	1,300,726	−37,062	TRIM
96	HOMESTEAD ADVISERS CORP	$53.0M	1,297,385	−14,300	TRIM
97	NEOS Investment Management LLC	$52.8M	1,287,064	+266,353	ADD
98	Korea Investment CORP	$49.4M	1,202,718	+143,216	ADD
99	MACQUARIE GROUP LTD	$45.7M	1,113,514	−103,643	TRIM
100	ROYAL LONDON ASSET MANAGEMENT LTD	$44.5M	1,083,769	−14,819	TRIM
101	Pictet Asset Management Holding SA	$43.8M	1,067,355	−20,140	TRIM
102	Walleye Capital LLC	$43.8M	1,067,087	+364,545	ADD
103	STATE OF WISCONSIN INVESTMENT BOARD	$43.1M	1,050,331	−37,773	TRIM
104	Mirae Asset Global Investments Co., Ltd.	$41.2M	1,004,012	+118,006	ADD
105	Chevy Chase Trust Holdings, LLC	$40.6M	988,305	−9,959	TRIM
106	BANK OF NOVA SCOTIA	$39.9M	971,179	−2,758	TRIM
107	DANSKE BANK A/S	$39.7M	967,303	+6,577	ADD
108	NOMURA ASSET MANAGEMENT CO LTD	$39.5M	961,338	+260,454	ADD
109	REGIONS FINANCIAL CORP	$38.4M	935,684	+125,473	ADD
110	Zurcher Kantonalbank (Zurich Cantonalbank)	$38.2M	931,010	+931,010	NEW
111	COMMONWEALTH EQUITY SERVICES, LLC	$37.6M	915,709	+25,990	ADD
112	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$37.4M	912,188	+912,188	NEW
113	US BANCORP \DE\	$37.0M	900,551	−33,486	TRIM
114	NISA INVESTMENT ADVISORS, LLC	$36.0M	878,088	−67,838	TRIM
115	Jain Global LLC	$35.6M	867,293	−2,356,971	TRIM
116	GATEWAY INVESTMENT ADVISERS LLC	$35.5M	865,895	+4,481	ADD
117	Zurich Insurance Group Ltd/FI	$35.3M	860,775	+860,775	NEW
118	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$34.7M	844,201	+3,356	ADD
119	APG Asset Management N.V.	$34.2M	958,548	+818	ADD
120	Creative Planning	$34.1M	831,813	−64,758	TRIM
121	Ensign Peak Advisors, Inc	$33.8M	824,136	+430,280	ADD
122	Squarepoint Ops LLC	$33.0M	804,176	−739,670	TRIM
123	Asset Management One Co., Ltd.	$32.6M	793,498	−4,149	TRIM
124	TD ASSET MANAGEMENT INC	$32.5M	791,211	+8,428	ADD
125	MILLENNIUM MANAGEMENT LLC	$32.3M	785,934	+262,745	ADD
126	Encompass Capital Advisors LLC	$32.3M	785,800	+785,800	NEW
127	SCOPUS ASSET MANAGEMENT, L.P.	$32.2M	785,000	+125,000	ADD
128	CIBC Asset Management Inc	$31.8M	774,605	−5,927	TRIM
129	CITADEL ADVISORS LLC	$31.1M	758,301	−1,519,168	TRIM
130	CIBC Bancorp USA Inc.	$30.6M	746,631	—	NO PRIOR
131	KLP KAPITALFORVALTNING AS	$30.3M	737,516	+8,800	ADD
132	Quantinno Capital Management LP	$29.2M	711,808	+126,659	ADD
133	TEACHER RETIREMENT SYSTEM OF TEXAS	$29.1M	708,928	−47,364	TRIM
134	Mediolanum International Funds Ltd	$28.8M	723,072	+723,072	NEW
135	BNP Paribas Asset Management Holding S.A.	$28.6M	697,199	+2,876	ADD
136	TORONTO DOMINION BANK	$28.4M	692,686	−513,430	TRIM
137	AE Wealth Management LLC	$27.9M	679,515	+1,642	ADD
138	Cetera Investment Advisers	$27.1M	658,998	+29,760	ADD
139	ExodusPoint Capital Management, LP	$26.7M	651,520	+131,846	ADD
140	FIFTH THIRD BANCORP	$26.5M	646,537	+396,706	ADD
141	GUGGENHEIM CAPITAL LLC	$26.4M	644,038	−35,965	TRIM
142	State of New Jersey Common Pension Fund D	$26.2M	637,245	0	NO CHANGE
143	Swedbank AB	$25.8M	627,759	−12	TRIM
144	STIFEL FINANCIAL CORP	$25.6M	623,406	−177,242	TRIM
145	Corient Private Wealth LLC	$25.3M	641,032	−691,615	TRIM
146	Rockefeller Capital Management L.P.	$25.1M	611,189	−43,157	TRIM
147	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$24.8M	604,488	−39,386	TRIM
148	WINTON GROUP Ltd	$24.5M	596,109	+223,459	ADD
149	Resona Asset Management Co.,Ltd.	$24.1M	590,093	+7,617	ADD
150	Lansforsakringar Fondforvaltning AB (publ)	$24.1M	586,512	−572	TRIM
151	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$23.9M	984,773	+176,538	ADD
152	Aptus Capital Advisors, LLC	$23.5M	573,399	−15,227	TRIM
153	Gotham Asset Management, LLC	$22.9M	558,367	+95,472	ADD
154	Susquehanna Portfolio Strategies, LLC	$22.8M	554,661	0	NO CHANGE
155	Tredje AP-fonden	$22.4M	546,657	+546,657	NEW
156	PITTENGER & ANDERSON INC	$22.4M	545,451	+109,898	ADD
157	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$22.1M	539,433	+142,800	ADD
158	Carnegie Investment Counsel	$21.9M	534,093	−494	TRIM
159	STATE OF MICHIGAN RETIREMENT SYSTEM	$21.8M	531,584	−1,700	TRIM
160	MARKEL GROUP INC.	$21.8M	530,000	+90,000	ADD
161	Qube Research & Technologies Ltd	$21.5M	523,798	−3,596,016	TRIM
162	IFM Investors Pty Ltd	$21.4M	522,528	+40,036	ADD
163	NISSAY ASSET MANAGEMENT CORP /JAPAN	$21.3M	519,080	+14,912	ADD
164	Daiwa Securities Group Inc.	$21.3M	519,036	−81,954	TRIM
165	Cerity Partners LLC	$21.0M	510,862	+53,506	ADD
166	Arizona State Retirement System	$20.9M	510,192	−14,124	TRIM
167	Czech National Bank	$20.8M	506,442	+15,424	ADD
168	TD Waterhouse Canada Inc.	$20.7M	501,173	+24,556	ADD
169	RENAISSANCE TECHNOLOGIES LLC	$20.7M	503,600	+503,600	NEW
170	KEYBANK NATIONAL ASSOCIATION/OH	$19.8M	482,186	+119	ADD
171	BALYASNY ASSET MANAGEMENT L.P.	$19.6M	478,573	−3,898,880	TRIM
172	VOYA INVESTMENT MANAGEMENT LLC	$19.4M	473,093	−15,008	TRIM
173	NATIXIS	$19.4M	472,215	−457,238	TRIM
174	FRANKLIN RESOURCES INC	$18.9M	459,308	−100,035	TRIM
175	Hudson Bay Capital Management LP	$18.6M	452,361	+157,451	ADD
176	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$18.2M	442,738	+80,699	ADD
177	M&T BANK CORP	$18.1M	441,510	−2,248	TRIM
178	MetLife Investment Management, LLC	$17.8M	434,793	−11,851	TRIM
179	DnB Asset Management AS	$17.8M	432,751	+39,965	ADD
180	Rafferty Asset Management, LLC	$17.7M	430,906	−85,256	TRIM
181	OSAIC HOLDINGS, INC.	$17.7M	430,568	+17,663	ADD
182	Man Group plc	$17.5M	426,065	−505,789	TRIM
183	NewEdge Advisors, LLC	$16.8M	409,321	+409,321	NEW
184	NorthCrest Asset Manangement, LLC	$16.7M	405,751	−148,710	TRIM
185	FOUNDERS CAPITAL MANAGEMENT, LLC	$16.6M	405,266	−928	TRIM
186	MUFG Securities EMEA plc	$16.5M	402,741	+326,402	ADD
187	Retirement Systems of Alabama	$16.2M	394,892	−1,249	TRIM
188	Varma Mutual Pension Insurance Co	$15.9M	388,464	0	NO CHANGE
189	Vontobel Holding Ltd.	$15.8M	384,892	−27,648	TRIM
190	SEB Asset Management AB	$15.7M	381,277	—	NO PRIOR
191	Baird Financial Group, Inc.	$15.5M	377,751	+377,751	NEW
192	Andra AP-fonden	$15.5M	376,547	+167,147	ADD
193	D.A. DAVIDSON & CO.	$15.4M	375,119	−490	TRIM
194	Rakuten Investment Management, Inc.	$15.3M	385,967	+40,401	ADD
195	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$15.2M	370,250	−45,336	TRIM
196	Tidal Investments LLC	$15.2M	371,662	+133,434	ADD
197	Woodline Partners LP	$15.0M	364,328	−426,976	TRIM
198	Swiss Life Asset Management Ltd	$14.9M	322,743	+51,163	ADD
199	MERCER GLOBAL ADVISORS INC /ADV	$14.9M	361,947	−4,487	TRIM
200	USS Investment Management Ltd	$14.6M	355,231	0	NO CHANGE
201	Kestra Advisory Services, LLC	$14.4M	350,232	+42,030	ADD
202	Midwest Trust Co	$14.2M	346,231	+2,444	ADD
203	GHP Investment Advisors, Inc.	$13.9M	338,279	−1,749	TRIM
204	Eurizon Capital SGR S.p.A.	$13.8M	337,744	+17,147	ADD
205	JONES FINANCIAL COMPANIES LLLP	$13.8M	335,902	−9,185	TRIM
206	XPONANCE LLC	$13.7M	333,776	+51,704	ADD
207	MML INVESTORS SERVICES, LLC	$13.7M	333,654	−77,439	TRIM
208	CI INVESTMENTS INC.	$13.6M	331,537	+80,626	ADD
209	HM PAYSON & CO	$13.3M	323,689	−485	TRIM
210	TCV Trust & Wealth Management, Inc.	$13.2M	320,925	−4,485	TRIM
211	JACOBS LEVY EQUITY MANAGEMENT, INC	$13.1M	319,069	+319,069	NEW
212	Banco Santander, S.A.	$13.1M	318,716	−2,650	TRIM
213	Lombard Odier Asset Management (Europe) Ltd	$13.1M	317,980	−51,942	TRIM
214	Mariner, LLC	$12.7M	310,638	−98,499	TRIM
215	BROWN ADVISORY INC	$12.7M	309,904	−3,045	TRIM
216	1832 Asset Management L.P.	$12.7M	308,650	+298,970	ADD
217	Utah Retirement Systems	$12.5M	305,040	−5,066	TRIM
218	DRH Investments, Inc.	$12.4M	301,844	+1,348	ADD
219	WEDGE CAPITAL MANAGEMENT L L P/NC	$12.3M	299,410	−5,908	TRIM
220	PUBLIC SECTOR PENSION INVESTMENT BOARD	$12.3M	299,284	+57,467	ADD
221	ASSETMARK, INC	$12.3M	298,896	−58,755	TRIM
222	D. E. Shaw & Co., Inc.	$12.2M	298,232	−1,710,740	TRIM
223	NOVARE CAPITAL MANAGEMENT LLC	$12.1M	295,688	−3,162	TRIM
224	Sumitomo Mitsui DS Asset Management Company, Ltd	$12.0M	292,699	+18,877	ADD
225	Compagnie Lombard Odier SCmA	$11.7M	285,242	−36,934	TRIM
226	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$11.5M	280,068	+59,268	ADD
227	Cinctive Capital Management LP	$11.5M	279,110	+218,213	ADD
228	QRG CAPITAL MANAGEMENT, INC.	$11.4M	276,515	+28,218	ADD
229	MOORE CAPITAL MANAGEMENT, LP	$11.1M	271,609	−407,414	TRIM
230	Federation des caisses Desjardins du Quebec	$11.1M	271,360	+8,019	ADD
231	BFSG, LLC	$10.9M	265,480	−3,553	TRIM
232	OpenArc Corporate Advisory, LLC	$10.9M	265,125	+65,910	ADD
233	MACKENZIE FINANCIAL CORP	$10.9M	264,977	+17,267	ADD
234	Ausbil Investment Management Ltd	$10.8M	261,110	0	NO CHANGE
235	Tribune Investment Group LP	$10.7M	259,900	−90,100	TRIM
236	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$10.6M	258,899	+2,745	ADD
237	Tiptree Advisors, LLC	$10.6M	257,500	0	NO CHANGE
238	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$10.5M	256,632	−74,179	TRIM
239	Empowered Funds, LLC	$10.4M	253,913	+253,913	NEW
240	Pathstone Holdings, LLC	$10.3M	251,578	+2,297	ADD
241	Skylands Capital, LLC	$10.1M	245,300	−18,125	TRIM
242	WELLINGTON MANAGEMENT GROUP LLP	$10.0M	244,260	+145,932	ADD
243	YOUSIF CAPITAL MANAGEMENT, LLC	$10.0M	243,629	+9,789	ADD
244	CREDIT AGRICOLE S A	$9.9M	239,992	−73,670	TRIM
245	SMA Capital LLC	$9.6M	234,726	+34,726	ADD
246	Janus Henderson Group Ltd.	$9.6M	233,986	−10,057	TRIM
247	GLENMEDE TRUST CO NA	$9.6M	233,276	−4,219	TRIM
248	OPPENHEIMER ASSET MANAGEMENT INC.	$9.5M	232,556	+22,424	ADD
249	Glenview Trust Co	$9.5M	230,939	−13,305	TRIM
250	Vanguard Personalized Indexing Management, LLC	$9.4M	230,032	+737	ADD
251	COMMERCE BANK	$9.4M	229,243	+43,549	ADD
252	SHELTON CAPITAL MANAGEMENT	$8.9M	217,356	−5,298	TRIM
253	Gladstone Institutional Advisory LLC	$8.7M	212,976	+94	ADD
254	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.7M	212,914	−400	TRIM
255	OPPENHEIMER & CO INC	$8.7M	211,988	+9,252	ADD
256	NEW ENGLAND ASSET MANAGEMENT INC	$8.7M	211,850	0	NO CHANGE
257	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$8.6M	210,090	−1,959,781	TRIM
258	Sanctuary Advisors, LLC	$8.6M	209,370	+14,425	ADD
259	Cherokee Insurance Co	$8.4M	204,000	0	NO CHANGE
260	CAISSE DES DEPOTS ET CONSIGNATIONS	$8.3M	201,664	−10,422	TRIM
261	ING GROEP NV	$8.2M	200,751	−44,575	TRIM
262	BOOTHBAY FUND MANAGEMENT, LLC	$8.1M	198,191	+17,643	ADD
263	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.1M	197,842	−2,160	TRIM
264	M. Kulyk & Associates, LLC	$8.1M	196,997	+2,455	ADD
265	OP Asset Management Ltd	$7.9M	192,980	—	NO PRIOR
266	PRUDENTIAL PLC	$7.9M	192,788	−80,003	TRIM
267	SummitTX Capital, L.P.	$7.9M	192,435	+192,435	NEW
268	&PARTNERS	$7.9M	191,680	−2,273	TRIM
269	Norinchukin Bank, The	$7.8M	191,173	+42,518	ADD
270	NORDEA INVESTMENT MANAGEMENT AB	$7.8M	196,333	+3,922	ADD
271	DAVENPORT & Co LLC	$7.8M	190,854	+2,769	ADD
272	VELA Investment Management, LLC	$7.5M	182,572	−9,355	TRIM
273	Schonfeld Strategic Advisors LLC	$7.4M	180,000	+64,821	ADD
274	SFMG, LLC	$7.4M	179,362	+593	ADD
275	NOMURA HOLDINGS INC	$7.2M	176,443	−346,083	TRIM
276	SCOTIA CAPITAL INC.	$7.2M	175,772	−4,561	TRIM
277	Walleye Trading LLC	$7.1M	172,905	−1,949,879	TRIM
278	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$7.0M	169,860	+169,860	NEW
279	Robeco Institutional Asset Management B.V.	$6.8M	166,066	−42,031	TRIM
280	ASR Vermogensbeheer N.V.	$6.8M	165,828	+3,599	ADD
281	Orion Porfolio Solutions, LLC	$6.7M	164,191	−5,474	TRIM
282	Generali Asset Management SPA SGR	$6.7M	163,642	+1,172	ADD
283	CWM, LLC	$6.7M	162,957	+6,328	ADD
284	Capital International, Inc./CA/	$6.7M	162,743	+29,251	ADD
285	FIRST MANHATTAN CO. LLC.	$6.6M	161,768	+2,375	ADD
286	Geneos Wealth Management Inc.	$6.6M	159,709	+1,003	ADD
287	MANNING & NAPIER ADVISORS LLC	$6.5M	158,495	−23,316	TRIM
288	Beacon Pointe Advisors, LLC	$6.4M	156,896	+45,911	ADD
289	AMG National Trust Bank	$6.4M	155,713	+18,659	ADD
290	Signet Investment Advisory Group, Inc.	$6.4M	155,657	+1,382	ADD
291	Atom Investors LP	$6.3M	154,032	−103,802	TRIM
292	B. Metzler seel. Sohn & Co. AG	$6.3M	153,557	−13,011	TRIM
293	Atria Investments, Inc	$6.3M	152,302	+5,061	ADD
294	JENNISON ASSOCIATES LLC	$6.2M	151,485	+52,453	ADD
295	Grantham, Mayo, Van Otterloo & Co. LLC	$6.1M	149,693	−91,782	TRIM
296	Ruffer LLP	$6.1M	148,210	+148,210	NEW
297	Wealthfront Advisers LLC	$6.1M	147,492	+19,319	ADD
298	Dana Investment Advisors, Inc.	$5.9M	143,714	+52,577	ADD
299	EVERGREEN CAPITAL MANAGEMENT LLC	$5.9M	143,136	−12,532	TRIM
300	Ethic Inc.	$5.8M	142,277	−1,374	TRIM
301	FIRST NATIONAL BANK OF OMAHA	$5.8M	141,710	−1,758	TRIM
302	Pinnacle Financial Partners, Inc.	$5.8M	140,277	−1,272	TRIM
303	Private Advisor Group, LLC	$5.8M	140,180	−2,216	TRIM
304	Militia Capital Management LLC	$5.7M	139,400	—	NO PRIOR
305	Jessup Wealth Management, Inc	$5.7M	138,742	+138,742	NEW
306	Steward Partners Investment Advisory, LLC	$5.7M	137,878	+40,505	ADD
307	PROFUND ADVISORS LLC	$5.6M	136,831	−26,633	TRIM
308	Aull & Monroe Investment Management Corp	$5.6M	136,185	−2,750	TRIM
309	Caption Management, LLC	$5.5M	135,000	+135,000	NEW
310	BLAIR WILLIAM & CO/IL	$5.5M	134,788	−4,435	TRIM
311	Summit Trail Advisors, LLC	$5.5M	134,247	+13,634	ADD
312	Investment Management Corp of Ontario	$5.5M	133,242	−28,619	TRIM
313	Vestmark Advisory Solutions, Inc.	$5.4M	132,739	+29,339	ADD
314	Aventail Capital Group, LP	$5.3M	128,634	−117,582	TRIM
315	Wharton Business Group, LLC	$5.2M	126,685	0	NO CHANGE
316	New England Research & Management, Inc.	$5.2M	126,473	+8,913	ADD
317	Gold Investment Management Ltd.	$5.2M	125,996	+1,405	ADD
318	EP Wealth Advisors, LLC	$5.1M	123,796	−12,958	TRIM
319	Northwest & Ethical Investments L.P.	$5.1M	123,483	−2,298	TRIM
320	Hartford Financial Management Inc.	$5.1M	123,231	−4,154	TRIM
321	Composition Wealth, LLC	$5.1M	123,124	−4,278	TRIM
322	STEPHENS INC /AR/	$5.1M	123,074	−6,899	TRIM
323	Crossmark Global Holdings, Inc.	$5.0M	122,202	—	NO PRIOR
324	Taproot Management LP	$5.0M	121,823	+121,823	NEW
325	Ameritas Investment Partners, Inc.	$5.0M	121,014	−9,250	TRIM
326	HIGHLAND CAPITAL MANAGEMENT, LLC	$5.0M	120,745	−2,055	TRIM
327	Journey Advisory Group, LLC	$4.9M	119,782	−22,464	TRIM
328	SIGNATUREFD, LLC	$4.9M	119,015	+215	ADD
329	FCA CORP /TX	$4.9M	118,228	+2,024	ADD
330	Sage Capital Advisors,llc	$4.8M	116,860	−213	TRIM
331	AssuredPartners Investment Advisors, LLC	$4.8M	115,599	+3,606	ADD
332	Glassy Mountain Advisors, Inc.	$4.7M	115,518	+1,688	ADD
333	Clearstead Advisors, LLC	$4.7M	114,717	+13,436	ADD
334	DCM Advisors, LLC	$4.6M	112,895	−570	TRIM
335	MIZUHO SECURITIES USA LLC	$4.6M	112,418	−23,171	TRIM
336	JCIC Asset Management Inc.	$4.6M	110,893	+3,589	ADD
337	PICTON MAHONEY ASSET MANAGEMENT	$4.5M	110,240	+4,490	ADD
338	Arax Advisory Partners	$4.5M	109,221	+82,745	ADD
339	HANCOCK WHITNEY CORP	$4.5M	98,387	+1,571	ADD
340	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.4M	106,780	−290,740	TRIM
341	GPM Growth Investors, Inc.	$4.4M	106,372	−864	TRIM
342	PINNACLE ASSOCIATES LTD	$4.4M	105,978	+3,100	ADD
343	First National Advisers, LLC	$4.4M	105,971	−16,522	TRIM
344	HARTFORD INVESTMENT MANAGEMENT CO	$4.3M	105,959	−1,611	TRIM
345	LONDON CO OF VIRGINIA	$4.3M	105,837	0	NO CHANGE
346	Old West Investment Management, LLC	$4.3M	105,650	+105,650	NEW
347	BURNEY CO/	$4.3M	105,236	−11,813	TRIM
348	Laird Norton Wetherby Trust Company, LLC	$4.3M	104,748	−763	TRIM
349	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.3M	104,537	−3,423	TRIM
350	BARTLETT & CO. WEALTH MANAGEMENT LLC	$4.2M	93,221	+977	ADD
351	NAPLES GLOBAL ADVISORS, LLC	$4.2M	101,181	−13	TRIM
352	HB Wealth Management, LLC	$4.1M	100,707	+7,125	ADD
353	Lido Advisors, LLC	$4.1M	100,689	+6,222	ADD
354	Genus Capital Management Inc.	$4.1M	100,500	+7,100	ADD
355	JOHNSON INVESTMENT COUNSEL INC	$4.1M	100,493	−607	TRIM
356	ABN AMRO INVESTMENT SOLUTIONS	$4.1M	100,109	+12,620	ADD
357	Bank OZK	$4.1M	99,852	+4,272	ADD
358	PARSONS CAPITAL MANAGEMENT INC/RI	$4.1M	99,087	+15,386	ADD
359	BAXTER BROS INC	$4.0M	98,296	+6	ADD
360	Merit Financial Group, LLC	$4.0M	97,811	+18,311	ADD
361	Meiji Yasuda Asset Management Co Ltd.	$4.0M	97,508	−13,630	TRIM
362	CAPSTONE INVESTMENT ADVISORS, LLC	$4.0M	97,212	+89,409	ADD
363	RITHOLTZ WEALTH MANAGEMENT	$4.0M	96,579	+4,219	ADD
364	Sequoia Financial Advisors, LLC	$3.9M	95,859	−107,925	TRIM
365	Jones Kertz & Associates, Inc.	$3.9M	94,820	−540	TRIM
366	CFO4Life Group, LLC	$3.9M	94,006	−31	TRIM
367	AXXCESS WEALTH MANAGEMENT, LLC	$3.8M	93,640	−1,277	TRIM
368	Maryland State Retirement & Pension System	$3.8M	93,586	0	NO CHANGE
369	Tenere Capital LLC	$3.8M	93,323	+93,323	NEW
370	Waverly Advisors, LLC	$3.8M	93,144	+796	ADD
371	OLD NATIONAL BANCORP /IN/	$3.8M	92,158	−4,534	TRIM
372	Siemens Fonds Invest GmbH	$3.8M	91,454	+312	ADD
373	Vident Advisory, LLC	$3.7M	90,914	+37,299	ADD
374	OMERS ADMINISTRATION Corp	$3.7M	90,517	+19,724	ADD
375	Orange Investment Advisors, Inc.	$3.7M	90,253	−26,338	TRIM
376	Allspring Global Investments Holdings, LLC	$3.7M	89,260	+5,716	ADD
377	XXEC, Inc.	$3.7M	99,702	+82,714	ADD
378	Penobscot Investment Management Company, Inc.	$3.7M	89,212	0	NO CHANGE
379	Taylor Hoffman Capital Management LLC	$3.6M	88,499	+5,510	ADD
380	Van Hulzen Asset Management, LLC	$3.6M	87,404	−6,050	TRIM
381	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$3.6M	86,940	−3,994	TRIM
382	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$3.5M	68,458	−1,854,566	TRIM
383	INTECH INVESTMENT MANAGEMENT LLC	$3.5M	85,723	+12,383	ADD
384	Forvis Mazars Wealth Advisors, LLC	$3.5M	85,390	+3,719	ADD
385	Inspire Investing, LLC	$3.5M	85,260	+76,205	ADD
386	Bleakley Financial Group, LLC	$3.5M	84,925	−16,319	TRIM
387	Costello Asset Management, INC	$3.5M	84,604	−9,263	TRIM
388	Independent Advisor Alliance	$3.5M	84,206	−1,629	TRIM
389	Jefferies Financial Group Inc.	$3.5M	84,198	−144,304	TRIM
390	Savant Capital, LLC	$3.4M	83,669	+9,177	ADD
391	Allworth Financial LP	$3.4M	82,759	+7,498	ADD
392	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$3.3M	81,351	+6,240	ADD
393	Harrison Street Private Wealth LLC	$3.3M	81,050	—	NO PRIOR
394	BDF-GESTION	$3.3M	80,230	0	NO CHANGE
395	Tower Research Capital LLC (TRC)	$3.3M	79,443	−44,550	TRIM
396	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$3.2M	78,138	−17,356	TRIM
397	WEST PACES ADVISORS INC.	$3.2M	76,930	0	NO CHANGE
398	Resonant Capital Advisors, LLC	$3.1M	76,701	+2,212	ADD
399	BAR HARBOR WEALTH MANAGEMENT	$3.1M	75,490	0	NO CHANGE
400	EQUITABLE TRUST CO	$3.1M	75,322	+571	ADD
401	PINNBROOK CAPITAL MANAGEMENT LP	$3.1M	74,800	+74,800	NEW
402	ELEVATION POINT WEALTH PARTNERS, LLC	$3.0M	73,907	+49,784	ADD
403	Apollon Wealth Management, LLC	$3.0M	73,268	+8,792	ADD
404	Phoenix Financial Ltd.	$3.0M	72,452	+57,507	ADD
405	Graham Capital Management, L.P.	$3.0M	72,000	+72,000	NEW
406	M3 Wealth Management, LLC	$2.9M	71,028	+71,028	NEW
407	SIG BROKERAGE, LP	$2.9M	70,026	+43,019	ADD
408	Institute for Wealth Management, LLC.	$2.8M	69,396	−53	TRIM
409	Metis Global Partners, LLC	$2.8M	69,236	−8,316	TRIM
410	Prospera Financial Services Inc	$2.8M	69,066	+11,642	ADD
411	Empirical Finance, LLC	$2.8M	69,042	−219	TRIM
412	Moors & Cabot, Inc.	$2.8M	68,962	−587	TRIM
413	GREENLEAF TRUST	$2.8M	68,760	−5,114	TRIM
414	Saudi Central Bank	$2.8M	68,734	+68,734	NEW
415	Family Legacy, Inc.	$2.8M	67,235	−330	TRIM
416	Wealthspire Advisors, LLC	$2.8M	67,192	+27,072	ADD
417	Citizens National Bank Trust Department	$2.7M	66,632	−628	TRIM
418	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.7M	66,554	−7,503	TRIM
419	E Fund Management Co., Ltd.	$2.7M	66,088	—	NO PRIOR
420	PETREDIS INVESTMENT ADVISORS LLC	$2.7M	66,015	−637	TRIM
421	UMB Bank, n.a.	$2.7M	65,298	−681	TRIM
422	Assenagon Asset Management S.A.	$2.7M	65,125	−1,495,450	TRIM
423	MTM Investment Management, LLC	$2.6M	64,362	−400	TRIM
424	Great Lakes Retirement, Inc.	$2.6M	64,035	+231	ADD
425	Strengthening Families & Communities, LLC	$2.6M	63,822	+63,822	NEW
426	Integrated Advisors Network LLC	$2.5M	62,031	+51,112	ADD
427	Onex Canada Asset Management Inc.	$2.5M	62,024	−5,914	TRIM
428	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.5M	61,755	0	NO CHANGE
429	FIDELIS CAPITAL PARTNERS, LLC	$2.5M	61,705	+5,153	ADD
430	CHOREO, LLC	$2.5M	61,603	+6,442	ADD
431	Kingsview Wealth Management, LLC	$2.5M	61,460	+7,747	ADD
432	CHAPIN DAVIS, INC.	$2.5M	61,046	+5,742	ADD
433	TWO SIGMA INVESTMENTS, LP	$2.5M	60,266	+13,066	ADD
434	Banque Cantonale Vaudoise	$2.5M	59,943	+2,300	ADD
435	MAI Capital Management	$2.4M	59,597	+730	ADD
436	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.4M	59,502	+4	ADD
437	Brooklyn Investment Group	$2.4M	59,383	+17,745	ADD
438	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$2.4M	59,333	−33,731	TRIM
439	E. Ohman J:or Asset Management AB	$2.4M	58,596	−2,000	TRIM
440	Atlantic Union Bankshares Corp	$2.4M	58,568	+8,625	ADD
441	WULFF, HANSEN & CO.	$2.4M	58,303	−737	TRIM
442	Dai-ichi Life Insurance Company, Ltd	$2.3M	57,129	−22,236	TRIM
443	ALPS ADVISORS INC	$2.3M	57,019	−4,129	TRIM
444	TOUNJIAN ADVISORY PARTNERS, LLC	$2.3M	56,296	−2,772	TRIM
445	Fideuram Asset Management (Ireland) dac	$2.3M	60,188	−11,419	TRIM
446	QUADRANT CAPITAL GROUP LLC	$2.3M	55,452	+1,155	ADD
447	Snowden Capital Advisors LLC	$2.3M	54,913	−1,363	TRIM
448	Lebenthal Global Advisors, LLC	$2.2M	54,438	−219	TRIM
449	North Dakota State Investment Board	$2.2M	54,379	−10,011	TRIM
450	CGN Advisors LLC	$2.2M	54,346	−772	TRIM
451	BRADLEY FOSTER & SARGENT INC/CT	$2.2M	54,290	0	NO CHANGE
452	MERIDIAN MANAGEMENT CO	$2.2M	54,000	0	NO CHANGE
453	Polymer Capital Management (US) LLC	$2.2M	53,900	+31,270	ADD
454	Caldwell Trust Co	$2.2M	52,617	+6,105	ADD
455	Summit Financial, LLC	$2.2M	52,505	+7,521	ADD
456	Capital Investment Advisors, LLC	$2.1M	52,245	−2,623	TRIM
457	AA Financial Advisors, LLC	$2.1M	51,764	+2,361	ADD
458	MUFG SECURITIES AMERICAS INC.	$2.1M	51,455	+1,289	ADD
459	Meeder Advisory Services, Inc.	$2.1M	51,267	+1,009	ADD
460	Arista Wealth Management, LLC	$2.1M	50,645	+104	ADD
461	SHELTON WEALTH MANAGEMENT, LLC	$2.1M	50,560	+20,877	ADD
462	SECURIAN ASSET MANAGEMENT, INC	$2.1M	50,446	−189	TRIM
463	PARK NATIONAL CORP /OH/	$2.1M	50,373	−1,565	TRIM
464	Ascent Group, LLC	$2.1M	50,329	+1,535	ADD
465	Impact Capital Partners LLC	$2.1M	50,134	+66	ADD
466	PKO Investment Management Joint-Stock Co	$2.1M	50,000	−20,000	TRIM
467	Sanchez Wealth Management Group	$2.1M	49,955	+302	ADD
468	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$2.0M	49,504	+49,504	NEW
469	GUARDIAN INVESTMENT MANAGEMENT	$2.0M	49,277	−2,232	TRIM
470	Concurrent Investment Advisors, LLC	$2.0M	49,092	+1,664	ADD
471	Douglass Winthrop Advisors, LLC	$2.0M	49,032	0	NO CHANGE
472	Factorial Partners, LLC	$2.0M	49,000	−16,000	TRIM
473	Callan Family Office, LLC	$2.0M	48,928	−9,132	TRIM
474	Sustainable Insight Capital Management, LLC	$2.0M	48,557	+4,000	ADD
475	WOODMONT INVESTMENT COUNSEL LLC	$2.0M	48,394	−1,598	TRIM
476	BAHL & GAYNOR INC	$2.0M	48,186	0	NO CHANGE
477	FIRST CITIZENS BANK & TRUST CO	$2.0M	47,928	+22,536	ADD
478	Pflug Koory, LLC	$2.0M	47,721	0	NO CHANGE
479	Itau Unibanco Holding S.A.	$2.0M	47,636	+46,916	ADD
480	Miller Capital Partners, Inc.	$2.0M	47,550	0	NO CHANGE
481	OneDigital Investment Advisors LLC	$1.9M	47,216	−3,240	TRIM
482	Whitaker-Myers Wealth Managers, LTD.	$1.9M	47,151	+3,070	ADD
483	Jacobi Capital Management LLC	$1.9M	47,022	+54	ADD
484	EASTERN BANK	$1.9M	46,807	−237	TRIM
485	Clark Capital Management Group, Inc.	$1.9M	46,409	−191	TRIM
486	Cullen Capital Management, LLC	$1.9M	46,062	+208	ADD
487	Foresight Group Ltd Liability Partnership	$1.9M	47,396	0	NO CHANGE
488	FIDUCIARY TRUST CO	$1.9M	45,347	−692	TRIM
489	IHT Wealth Management, LLC	$1.9M	45,270	−293	TRIM
490	COLDSTREAM CAPITAL MANAGEMENT INC	$1.9M	45,223	+5,483	ADD
491	FARMERS & MERCHANTS INVESTMENTS INC	$1.9M	45,127	−530	TRIM
492	Union Bancaire Privee, UBP SA	$1.9M	53,590	−1,150	TRIM
493	Medallion Wealth Advisors, LLC	$1.8M	45,000	—	NO PRIOR
494	Fiduciary Group, LLC	$1.8M	44,820	+274	ADD
495	KANAWHA CAPITAL MANAGEMENT LLC	$1.8M	44,639	−969	TRIM
496	Pinnacle Wealth Management Advisory Group, LLC	$1.8M	44,043	+1,060	ADD
497	NICOLET BANKSHARES INC	$1.8M	43,921	+43,921	NEW
498	LOWE BROCKENBROUGH & CO INC	$1.8M	43,871	−655	TRIM
499	Cresset Asset Management, LLC	$1.8M	43,703	+3,006	ADD
500	ALTFEST L J & CO INC	$1.8M	43,594	+33,612	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CSX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 3 Tommy Tuberville R–AL, Kevin Hern R–OK-1, Dan Newhouse R–WA-4 $48K–$195K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 Viking Global Investors, Bridgewater Associates, Gotham Asset Management, Markel Group $909M held
Trimming: 2 Moore Capital Management, Third Point $11.1M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CSX CORP

Merged timeline of congressional filings and notable-manager moves on CSX
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-17	Dan Newhouse Congress	SELL	$1K–$15K
2026-07-16	Tommy Tuberville Congress	SELL	$15K–$50K
2026-05-15	Viking Global Investors 13F	ADD	+4,860,513 sh
2026-05-15	Bridgewater Associates 13F	ADD	+1,684,261 sh
2026-05-15	Gotham Asset Management 13F	ADD	+95,472 sh
2026-05-15	Moore Capital Management 13F	TRIM	−407,414 sh
2026-05-15	Third Point 13F	EXIT	−500,000 sh
2026-05-01	Markel Group 13F	ADD	+90,000 sh

13 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

22 members of Congress disclosed CSX — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).