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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 11,438 | $428.0K | 0.04% | +2,620+29.7% | Added |
| Covenant Partners, LLC | 11,457 | $429.0K | 0.17% | −3,342−22.6% | Reduced |
| Founders Financial Alliance, LLC | 11,464 | $429.0K | 0.19% | −158−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $431.0K | 0.19% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 11,517 | $431.0K | 0.14% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 11,533 | $432.0K | 0.28% | −879−7.1% | Reduced |
| Barry Investment Advisors, LLC | 11,542 | $432.0K | 0.11% | +37+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 12,382 | $432.0K | 0.14% | −172−1.4% | Reduced |
| WNY Asset Management, LLC | 11,556 | $433.0K | 0.13% | −450−3.7% | Reduced |
| Regal Investment Advisors LLC | 11,586 | $434.0K | 0.04% | −3,934−25.3% | Reduced |
| Strategic Financial Services, Inc, | 11,641 | $436.0K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,670 | $437.0K | 0.06% | +263+2.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,700 | $438.0K | 0.28% | −390−3.2% | Reduced |
| Interchange Capital Partners, LLC | 11,716 | $438.0K | 0.45% | +1,092+10.3% | Added |
| Ergoteles LLC | 11,697 | $438.0K | 0.02% | +11,697 | New |
| Fukoku Mutual Life Insurance Co | 11,750 | $440.0K | 0.03% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 11,758 | $440.0K | 0.07% | +4,841+70.0% | Added |
| Crescent Grove Advisors, LLC | 11,766 | $441.0K | 0.04% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 11,795 | $442.0K | 0.55% | +3,129+36.1% | Added |
| Wealthsource Partners, LLC | 11,864 | $444.0K | 0.03% | +861+7.8% | Added |
| Meridian Wealth Management, LLC | 11,873 | $445.0K | 0.05% | +11,873 | New |
| Kovack Advisors, Inc. | 11,940 | $447.0K | 0.05% | −634−5.0% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $449.0K | 0.68% | 00.0% | Unchanged |
| Girard Partners Ltd. | 12,051 | $451.0K | 0.05% | −1,800−13.0% | Reduced |
| Shufro Rose & Co LLC | 12,146 | $455.0K | 0.04% | −153−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 12,218 | $457.0K | 0.17% | −27−0.2% | Reduced |
| Fagan Associates, Inc. | 12,231 | $458.0K | 0.09% | +600+5.2% | Added |
| Archford Capital Strategies, LLC | 13,046 | $460.0K | 0.10% | +71+0.5% | Added |
| Financial Network Wealth Management LLC | 12,300 | $461.0K | 0.24% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 12,375 | $463.0K | 0.00% | +12,375 | New |
| Westbourne Investment Advisors, Inc. | 12,390 | $464.0K | 0.19% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 12,432 | $466.0K | 0.04% | −342−2.7% | Reduced |
| Gamble Jones Investment Counsel | 12,475 | $467.0K | 0.03% | 00.0% | Unchanged |
| KCS Wealth Advisory | 12,485 | $468.0K | 0.22% | −411−3.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,560 | $470.0K | 0.26% | +495+4.1% | Added |
| Soltis Investment Advisors LLC | 12,588 | $471.0K | 0.07% | +53+0.4% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $472.0K | 0.14% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 12,597 | $472.0K | 0.15% | +12,597 | New |
| Pinnacle Private Wealth, LLC | 12,660 | $474.0K | 0.15% | +1,058+9.1% | Added |
| Bar Harbor Trust Services | 12,735 | $477.0K | 0.14% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 12,758 | $478.0K | 0.04% | −75−0.6% | Reduced |
| St Germain D J Co Inc | 12,771 | $478.0K | 0.03% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 12,751 | $478.0K | 0.22% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 12,854 | $481.0K | 0.03% | −1,805−12.3% | Reduced |
| Jump Financial, LLC | 12,890 | $483.0K | 0.02% | −3,127−19.5% | Reduced |
| MidWestOne Financial Group, Inc. | 12,894 | $483.0K | 0.10% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,022 | $488.0K | 0.05% | +809+6.6% | Added |
| CPWM, LLC | 13,161 | $493.0K | 0.04% | +422+3.3% | Added |
| Vigilant Capital Management, LLC | 13,200 | $494.0K | 0.04% | −600−4.3% | Reduced |
| Formidable Asset Management, LLC | 13,219 | $495.0K | 0.09% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 13,217 | $495.0K | 0.25% | +13,217 | New |
| Trustmark National Bank Trust Department | 13,275 | $497.0K | 0.04% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 13,267 | $497.0K | 0.03% | +13,267 | New |
| McLean Asset Management Corp | 13,311 | $499.0K | 0.37% | +169+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 13,320 | $499.0K | 0.01% | +1,500+12.7% | Added |
| Mission Wealth Management, LP | 13,551 | $508.0K | 0.02% | +154+1.1% | Added |
| Cutter & CO Brokerage, Inc. | 13,580 | $509.0K | 0.15% | −10,516−43.6% | Reduced |
| Gables Capital Management Inc. | 13,600 | $509.0K | 0.32% | −650−4.6% | Reduced |
| Bridgewater Advisors Inc. | 13,646 | $511.0K | 0.12% | +72+0.5% | Added |
| Compton Capital Management Inc | 13,700 | $513.0K | 0.14% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,800 | $517.0K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 13,834 | $518.0K | 0.01% | +5,932+75.1% | Added |
| Central Trust Co | 13,869 | $519.0K | 0.01% | +3,609+35.2% | Added |
| IVC Wealth Advisors LLC | 13,879 | $520.0K | 0.34% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 13,887 | $520.0K | 0.05% | +479+3.6% | Added |
| 180 Wealth Advisors, LLC | 14,760 | $521.0K | 0.11% | −634−4.1% | Reduced |
| 1st Source Bank | 13,950 | $522.0K | 0.03% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 13,980 | $524.0K | 0.13% | −350−2.4% | Reduced |
| Harvey Investment Co LLC | 13,986 | $524.0K | 0.06% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,017 | $525.0K | 0.03% | +460+3.4% | Added |
| Marathon Capital Management | 14,048 | $526.0K | 0.15% | −180−1.3% | Reduced |
| Triad Financial Advisors, Inc. | 14,038 | $526.0K | 0.28% | +160+1.2% | Added |
| JGP Wealth Management, LLC | 15,430 | $530.0K | 0.10% | +131+0.9% | Added |
| Quadrant Capital Group LLC | 14,165 | $530.0K | 0.06% | +2,151+17.9% | Added |
| Evercore Wealth Management, LLC | 14,199 | $532.0K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 14,219 | $533.0K | 0.04% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 14,232 | $533.0K | 0.10% | 00.0% | Unchanged |
| Walleye Capital LLC | 14,291 | $535.0K | 0.02% | +14,291 | New |
| Avantax Planning Partners, Inc. | 14,344 | $537.0K | 0.02% | −350−2.4% | Reduced |
| Northwest Bancshares, Inc. | 14,351 | $537.0K | 0.10% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14,374 | $538.0K | 0.04% | +6,459+81.6% | Added |
| Diversified Portfolios, Inc. | 14,400 | $539.0K | 0.13% | 00.0% | Unchanged |
| FC Advisory LLC | 14,400 | $539.0K | 0.23% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,420 | $540.0K | 0.08% | −3,708−20.5% | Reduced |
| First Citizens Bank & Trust Co | 14,473 | $542.0K | 0.02% | −2,969−17.0% | Reduced |
| Holderness Investments Co | 14,512 | $543.0K | 0.18% | 00.0% | Unchanged |
| Bangor Savings Bank | 14,796 | $554.0K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14,828 | $555.0K | 0.15% | +494+3.4% | Added |
| NBT Bank N A | 14,868 | $557.0K | 0.07% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 14,880 | $557.0K | 0.04% | +207+1.4% | Added |
| TBH Global Asset Management, LLC | 14,901 | $558.0K | 0.12% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $558.0K | 0.46% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,927 | $559.0K | 0.02% | −321−2.1% | Reduced |
| Secure Asset Management, LLC | 14,953 | $560.0K | 0.25% | −4,459−23.0% | Reduced |
| Canal Capital Management, LLC | 14,995 | $562.0K | 0.15% | +1,535+11.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 15,130 | $567.0K | 0.08% | +15,130 | New |
| KCM Investment Advisors LLC | 15,171 | $568.0K | 0.02% | −10,302−40.4% | Reduced |
| HBK Sorce Advisory LLC | 15,251 | $571.0K | 0.03% | −5,360−26.0% | Reduced |
| Strategic Wealth Advisors Group, LLC | 15,505 | $572.0K | 0.02% | +15,505 | New |
| FRG Family Wealth Advisors LLC | 15,300 | $573.0K | 0.11% | 00.0% | Unchanged |