CSX CSX Corporation
CSX Corporation (CSX) Institutional Ownership
What the institutions did with CSX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| NEVILLE RODIE & SHAW INC | 57.8K | 19.9% |
| PARK NATIONAL CORP /OH/ | 46.6K | 16.1% |
| EASTERN BANK | 45.1K | 15.5% |
| CX Institutional | 22.7K | 7.8% |
| Coastline Trust Co | 14.0K | 4.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13.9K | 4.8% |
| Montecito Bank & Trust | 10.6K | 3.6% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 7.5K | 2.6% |
| Ridgewood Investments LLC | 7.4K | 2.6% |
| COLLECTIVE FAMILY OFFICE LLC | 7.4K | 2.6% |
| Defender Capital, LLC. | 6.9K | 2.4% |
| Rosenberg Matthew Hamilton | 6.2K | 2.1% |
| FC Advisory LLC | 6.2K | 2.1% |
| Heartwood Wealth Advisors LLC | 6.0K | 2.1% |
| MassMutual Private Wealth & Trust, FSB | 5.9K | 2.0% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 5.8K | 2.0% |
| ROCKLAND TRUST CO | 5.2K | 1.8% |
| Roxbury Financial LLC | 5.0K | 1.7% |
| Versant Capital Management, Inc | 3.5K | 1.2% |
| Planning Strategies Inc. | 2.7K | 0.9% |
| ACIMA PRIVATE WEALTH, LLC | 1.8K | 0.6% |
| Polaris Financial Partners | 947 | 0.3% |
| Hickory Point Bank & Trust | 600 | 0.2% |
| Noble Wealth Management PBC | 486 | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 4.9K | 13.9K | +9.0K |
| PARK NATIONAL CORP /OH/ | Reduced | 49.8K | 46.6K | -3.2K |
| Planning Strategies Inc. | Increased | 118 | 2.7K | +2.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 8.3K | 5.8K | -2.6K |
| EASTERN BANK | Reduced | 46.8K | 45.1K | -1.7K |
| BURKETT FINANCIAL SERVICES, LLC | Sold Out | 1.0K | 0 | -1.0K |
| CX Institutional | Increased | 21.8K | 22.7K | +874 |
| Versant Capital Management, Inc | Increased | 2.8K | 3.5K | +666 |
| ROCKLAND TRUST CO | Increased | 5.0K | 5.2K | +258 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 6.1K | 5.9K | -233 |
| Montecito Bank & Trust | Reduced | 10.8K | 10.6K | -165 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 7.5K | 7.4K | -64 |
| Coastline Trust Co | Reduced | 14.1K | 14.0K | -57 |
| Rosenberg Matthew Hamilton | Increased | 6.2K | 6.2K | +20 |
| Roxbury Financial LLC | Increased | 5.0K | 5.0K | +9 |
| Ridgewood Investments LLC | Increased | 7.4K | 7.4K | +7 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.