HERITAGE INVESTORS MANAGEMENT CORP

Position in CSX — Csx Corp

CIK 937589 BETHESDA, MD

Position in CSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$22,761,213

+$1,561,885 QoQ

Shares Held

478,881

-7.3% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#219

of 1,978 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $40,663,413 across 4 Railroads names. CSX ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	478,881	$22,761,213
2	NSC	Norfolk Southern Corp	28,414	$8,938,760
3	UNP	Union Pacific Corp	32,055	$8,718,960
4	TRN	Trinity Industries Inc	7,070	$244,480

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,761,213	478,881	-7.3%	Shares	Sole	2026-08-04
2026-03-31	$21,199,328	516,427	-2.8%	Shares	Sole	2026-04-24
2025-12-31	$19,263,975	531,420	-0.6%	Shares	Sole	2026-02-06
2025-09-30	$18,976,934	534,411	-1.1%	Shares	Sole	2025-11-04
2025-06-30	$17,633,284	540,401	+0.4%	Shares	Sole	2025-08-04
2025-03-31	$15,841,403	538,274	+1.1%	Shares	Sole	2025-05-05
2024-12-31	$17,182,000	532,445	+1.7%	Shares	Sole	2025-02-05
2024-09-30	$18,070,619	523,331	-1.5%	Shares	Sole	2024-10-30
2024-06-30	$17,775,798	531,414	-0.1%	Shares	Sole	2024-07-30
2024-03-31	$19,719,460	531,952	-2.3%	Shares	Sole	2024-04-29
2023-12-31	$18,870,048	544,276	-0.9%	Shares	Sole	2024-02-07
2023-09-30	$16,893,558	549,384	-1.2%	Shares	Sole	2023-11-09
2023-06-30	$18,970,205	556,311	+0.0%	Shares	Sole	2023-08-01
2023-03-31	$16,651,460	556,161	-0.4%	Shares	Sole	2023-05-01
2022-12-31	$17,304,343	558,565	+1.1%	Shares	Sole	2023-02-06
2022-09-30	$14,720,891	552,586	+0.2%	Shares	Sole	2022-10-27
2022-06-30	$16,022,783	551,369	-0.2%	Shares	Sole	2022-08-01
2022-03-31	$20,682,548	552,271	-1.5%	Shares	Sole	2022-05-02
2021-12-31	$21,087,584	560,840	-3.6%	Shares	Sole	2022-01-28
2021-09-30	$17,307,044	581,945	+0.6%	Shares	Sole	2021-10-28
2021-06-30	$18,553,852	578,362	+192.4%	Shares	Sole	2021-07-29
2021-03-31	$19,074,961	197,832	-2.7%	Shares	Sole	2021-04-23
2020-12-31	$18,449,565	203,301	-2.0%	Shares	Sole	2021-01-28
2020-09-30	$16,108,602	207,398	-3.2%	Shares	Sole	2020-10-29
2020-06-30	$14,937,004	214,181	+0.0%	Shares	Sole	2020-07-24
2020-03-31	$12,268,846	214,116	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.