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 |
|---|---|---|---|---|---|
| Triad Financial Advisors, Inc. | 14,038 | $526.0K | 0.28% | +160+1.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,017 | $525.0K | 0.03% | +460+3.4% | Added |
| 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 |
| 1st Source Bank | 13,950 | $522.0K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 14,760 | $521.0K | 0.11% | −634−4.1% | Reduced |
| 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 |
| Central Trust Co | 13,869 | $519.0K | 0.01% | +3,609+35.2% | Added |
| Davis R M Inc | 13,834 | $518.0K | 0.01% | +5,932+75.1% | Added |
| Mountain Pacific Investment Advisers Inc | 13,800 | $517.0K | 0.03% | 00.0% | Unchanged |
| Compton Capital Management Inc | 13,700 | $513.0K | 0.14% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 13,646 | $511.0K | 0.12% | +72+0.5% | 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 |
| Mission Wealth Management, LP | 13,551 | $508.0K | 0.02% | +154+1.1% | Added |
| 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 |
| 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 |
| 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 |
| Vigilant Capital Management, LLC | 13,200 | $494.0K | 0.04% | −600−4.3% | Reduced |
| CPWM, LLC | 13,161 | $493.0K | 0.04% | +422+3.3% | Added |
| Baker Tilly Wealth Management, LLC | 13,022 | $488.0K | 0.05% | +809+6.6% | Added |
| 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 |
| Gladstone Institutional Advisory LLC | 12,854 | $481.0K | 0.03% | −1,805−12.3% | Reduced |
| 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 |
| Bar Harbor Trust Services | 12,735 | $477.0K | 0.14% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 12,660 | $474.0K | 0.15% | +1,058+9.1% | 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 |
| Soltis Investment Advisors LLC | 12,588 | $471.0K | 0.07% | +53+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,560 | $470.0K | 0.26% | +495+4.1% | Added |
| KCS Wealth Advisory | 12,485 | $468.0K | 0.22% | −411−3.2% | Reduced |
| Gamble Jones Investment Counsel | 12,475 | $467.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 12,432 | $466.0K | 0.04% | −342−2.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 12,390 | $464.0K | 0.19% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 12,375 | $463.0K | 0.00% | +12,375 | New |
| Financial Network Wealth Management LLC | 12,300 | $461.0K | 0.24% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 13,046 | $460.0K | 0.10% | +71+0.5% | Added |
| Fagan Associates, Inc. | 12,231 | $458.0K | 0.09% | +600+5.2% | Added |
| Confluence Wealth Services, Inc. | 12,218 | $457.0K | 0.17% | −27−0.2% | Reduced |
| Shufro Rose & Co LLC | 12,146 | $455.0K | 0.04% | −153−1.2% | Reduced |
| Girard Partners Ltd. | 12,051 | $451.0K | 0.05% | −1,800−13.0% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $449.0K | 0.68% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,940 | $447.0K | 0.05% | −634−5.0% | Reduced |
| Meridian Wealth Management, LLC | 11,873 | $445.0K | 0.05% | +11,873 | New |
| Wealthsource Partners, LLC | 11,864 | $444.0K | 0.03% | +861+7.8% | Added |
| LWM Advisory Services, LLC | 11,795 | $442.0K | 0.55% | +3,129+36.1% | Added |
| Crescent Grove Advisors, LLC | 11,766 | $441.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Mayflower Financial Advisors, LLC | 11,670 | $437.0K | 0.06% | +263+2.3% | Added |
| Strategic Financial Services, Inc, | 11,641 | $436.0K | 0.03% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 11,586 | $434.0K | 0.04% | −3,934−25.3% | Reduced |
| WNY Asset Management, LLC | 11,556 | $433.0K | 0.13% | −450−3.7% | Reduced |
| 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 |
| 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 |
| 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 |
| IFG Advisory, LLC | 11,438 | $428.0K | 0.04% | +2,620+29.7% | Added |
| SOL Capital Management CO | 11,400 | $427.0K | 0.08% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 11,406 | $427.0K | 0.08% | +906+8.6% | Added |
| King Luther Capital Management Corp | 11,384 | $426.0K | 0.00% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $425.0K | 0.19% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,350 | $425.0K | 0.06% | −560−4.7% | Reduced |
| Acute Investment Advisory, LLC | 11,337 | $425.0K | 0.32% | 00.0% | Unchanged |
| Stonnington Group, LLC | 12,385 | $424.0K | 0.10% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $423.0K | 0.09% | −1,500−11.7% | Reduced |
| Financial Advisors, LLC | 11,289 | $423.0K | 0.13% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 11,250 | $421.0K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 11,170 | $418.0K | 0.13% | +14+0.1% | Added |
| JB Capital LLC | 11,129 | $417.0K | 0.04% | −2,712−19.6% | Reduced |
| First Nebraska Trust Co | 11,100 | $415.7K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11,092 | $415.0K | 0.23% | +6+0.1% | Added |
| Sepio Capital, LP | 11,063 | $414.0K | 0.04% | +31+0.3% | Added |
| Accurate Wealth Management, LLC | 10,979 | $411.0K | 0.18% | −6,267−36.3% | Reduced |
| Choate Investment Advisors | 10,971 | $411.0K | 0.02% | −765−6.5% | Reduced |
| Golden State Wealth Management, LLC | 10,936 | $410.0K | 0.08% | −8,419−43.5% | Reduced |
| Red Wave Investments LLC | 10,942 | $410.0K | 0.15% | +3,061+38.8% | Added |
| Hendley & Co Inc | 10,950 | $410.0K | 0.14% | +10,950 | New |
| Calton & Associates, Inc. | 10,936 | $409.0K | 0.12% | −5,208−32.3% | Reduced |
| CWM Advisors, LLC | 10,872 | $407.0K | 0.05% | −1,759−13.9% | Reduced |
| Summit Global Investments | 10,873 | $407.0K | 0.03% | +40.0% | Added |
| Garrett Investment Advisors LLC | 10,812 | $405.0K | 0.10% | +1,475+15.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,794 | $404.0K | 0.14% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 10,800 | $404.0K | 0.16% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 10,751 | $403.0K | 0.09% | +396+3.8% | Added |
| Gradient Investments LLC | 10,744 | $402.0K | 0.01% | −166−1.5% | Reduced |
| Sound Income Strategies, LLC | 10,710 | $401.0K | 0.05% | −1,224−10.3% | Reduced |