CSX Corp
CSX- Exchange
- Nasdaq
- Industry
- Railroads, Line-Haul Operating
- SEC CIK
- 0000277948
In the last 90 days, CSX Corp insiders filed 0 open-market purchases and 2 sales; 1,998 institutions reported holding it in 13F filings for Q2 2026, worth $69.9B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2022
Institutional positions in CSX Corp as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,572
- +39 vs. Q4 2021
- Shares held
- 1.62B
- −13.6M (−0.8%) vs. Q4 2021
- Total value
- $60.6B
- −$751.4M (−1.2%) vs. Q4 2021
- New holders
- 127
- 593 more added
- Sold out
- 88
- 530 more reduced
19 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,998 | $69.9B |
| Q1 2026 | 1,876 | $59.6B |
| Q4 2025 | 1,815 | $52.8B |
| Q3 2025 | 1,740 | $48.9B |
| Q2 2025 | 1,699 | $45.9B |
| Q1 2025 | 1,668 | $41.6B |
| Q4 2024 | 1,725 | $47.3B |
| Q3 2024 | 1,672 | $49.0B |
| Q2 2024 | 1,662 | $47.8B |
| Q1 2024 | 1,694 | $53.5B |
| Q4 2023 | 1,669 | $49.9B |
| Q3 2023 | 1,546 | $44.7B |
| Q2 2023 | 1,581 | $50.5B |
| Q1 2023 | 1,502 | $45.0B |
| Q4 2022 | 1,517 | $47.1B |
| Q3 2022 | 1,443 | $41.5B |
| Q2 2022 | 1,480 | $46.2B |
| Q1 2022 | 1,572 | $60.6B |
| Q4 2021 | 1,552 | $61.4B |
| Q3 2021 | 1,369 | $49.0B |
| Q2 2021 | 1,384 | $52.7B |
| Q1 2021 | 1,382 | $54.2B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 30 | $1.00K | 0.00% | −2,938−99.0% | Reduced |
| Marquette Asset Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Exane Derivatives | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 42 | $1.49K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 44 | $1.65K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 50 | $2.00K | 0.00% | −47,080−99.9% | Reduced |
| Surevest, LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 61 | $2.00K | 0.00% | +61 | New |
| Sandy Cove Advisors, LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 77 | $3.00K | 0.00% | +68+755.6% | Added |
| CFS Investment Advisory Services, LLC | 103,025 | $3.00K | 0.01% | +103,025 | New |
| PFS Partners, LLC | 100 | $3.75K | 0.00% | −350−77.8% | Reduced |
| Lowe Wealth Advisors, LLC | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 150 | $5.62K | 0.00% | +150 | New |
| Kayne Anderson Rudnick Investment Management LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 142 | $6.00K | 0.00% | +142 | New |
| Goodwin Investment Advisory | 162 | $6.00K | 0.00% | +162 | New |
| St. Johns Investment Management Company, LLC | 195 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 192 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 195 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 177 | $7.00K | 0.01% | +48+37.2% | Added |
| GW&K Investment Management, LLC | 187 | $7.00K | 0.00% | +187 | New |
| Leelyn Smith, LLC | 204 | $8.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 225 | $8.00K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 226 | $8.00K | 0.00% | +226 | New |
| Moisand Fitzgerald Tamayo, LLC | 250 | $9.00K | 0.00% | −1,570−86.3% | Reduced |
| Cordant, Inc. | 280 | $10.0K | 0.01% | +280 | New |
| Iron Horse Wealth Management, LLC | 258 | $10.0K | 0.01% | +258 | New |
| First Community Trust NA | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 303 | $11.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 293 | $11.0K | 0.00% | +1+0.3% | Added |
| SJS Investment Consulting Inc. | 292 | $11.0K | 0.00% | +28+10.6% | Added |
| Orion Capital Management LLC | 303 | $11.0K | 0.01% | +303 | New |
| Lenox Wealth Advisors, LLC | 384 | $13.0K | 0.00% | −150−28.1% | Reduced |
| Howe & Rusling Inc | 354 | $13.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 363 | $14.0K | 0.00% | −41−10.1% | Reduced |
| American Research & Management Co. | 375 | $14.0K | 0.00% | +375 | New |
| Beacon Capital Management, LLC | 362 | $14.0K | 0.00% | +362 | New |
| Dark Forest Capital Management LP | 422 | $15.0K | 0.00% | −153−26.6% | Reduced |
| Holloway Wealth Management, LLC | – | $15.0K | 0.00% | – | – |
| AllSquare Wealth Management LLC | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 391 | $15.0K | 0.01% | +1+0.3% | Added |
| Centiva Capital, LP | 455 | $17.0K | 0.00% | −33,767−98.7% | Reduced |
| Arrow Financial Corp | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 441 | $17.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 463 | $17.0K | 0.00% | +1+0.2% | Added |
| Loomis Sayles & Co L P | 489 | $18.0K | 0.00% | −145−22.9% | Reduced |
| Exchange Traded Concepts, LLC | 475 | $18.0K | 0.00% | −1−0.2% | Reduced |
| Financial Perspectives, Inc | 483 | $18.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 498 | $18.6K | 0.01% | −450−47.5% | Reduced |
| Delos Wealth Advisors, LLC | 495 | $19.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 546 | $20.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 547 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 600 | $21.3K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 600 | $22.0K | 0.01% | −4,500−88.2% | Reduced |
| TFC Financial Management | 576 | $22.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 621 | $23.0K | 0.00% | +357+135.2% | Added |
| Clearview Wealth Advisors LLC | 646 | $24.0K | 0.02% | −42−6.1% | Reduced |
| Hudock, Inc. | 654 | $24.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 643 | $24.0K | 0.01% | +58+9.9% | Added |
| AlphaMark Advisors, LLC | 675 | $25.0K | 0.01% | −375−35.7% | Reduced |
| HC Financial Advisors Inc | 661 | $25.0K | 0.01% | +2+0.3% | Added |
| Mascoma Wealth Management LLC | 681 | $26.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 733 | $27.0K | 0.02% | −91,838−99.2% | Reduced |
| Pacific Center for Financial Services | 720 | $27.0K | 0.01% | −249−25.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 750 | $28.0K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 780 | $29.0K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 805 | $30.0K | 0.00% | −641−44.3% | Reduced |
| Private Ocean, LLC | 812 | $30.0K | 0.00% | −88−9.8% | Reduced |
| Charter Oak Capital Management, LLC | 810 | $30.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 811 | $30.0K | 0.00% | +361+80.2% | Added |
| FinTrust Capital Advisors, LLC | 816 | $31.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 825 | $31.0K | 0.01% | +717+663.9% | Added |
| Carolinas Wealth Consulting LLC | 844 | $32.0K | 0.01% | +1+0.1% | Added |
| Tevis Investment Management | 891 | $33.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $34.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $34.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 910 | $34.0K | 0.01% | +160+21.3% | Added |
| Bank of New Hampshire | 900 | $34.0K | 0.01% | +900 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 936 | $35.0K | 0.00% | +1+0.1% | Added |
| BerganKDV Wealth Management, LLC | 954 | $36.0K | 0.00% | −1,723−64.4% | Reduced |
| Tarbox Family Office, Inc. | 953 | $36.0K | 0.01% | −520−35.3% | Reduced |
| Capital Advisors, Ltd. LLC | 951 | $36.0K | 0.01% | +55+6.1% | Added |
| Rational Advisors LLC | 970 | $36.0K | 0.00% | +970 | New |
| Pacifica Partners Inc. | 1,125 | $39.0K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,050 | $39.3K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,074 | $40.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,058 | $40.0K | 0.01% | +25+2.4% | Added |
| Steward Financial Group LLC | 1,087 | $40.0K | 0.04% | +1,087 | New |
| American National Bank | 1,101 | $41.0K | 0.01% | +291+35.9% | Added |
| Vectors Research Management, LLC | 1,112 | $42.0K | 0.01% | −2,254−67.0% | Reduced |