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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 11,524 | $400.0K | 0.03% | −446−3.7% | Reduced |
| Kinloch Capital, LLC | 10,692 | $400.0K | 0.24% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 10,646 | $399.0K | 0.04% | +30.0% | Added |
| Karn, Couzens & Associates, Inc. | 10,617 | $398.0K | 0.25% | 00.0% | Unchanged |
| West Branch Capital LLC | 10,617 | $398.0K | 0.19% | +25+0.2% | Added |
| Northeast Financial Consultants Inc | 10,620 | $398.0K | 0.02% | +420+4.1% | Added |
| Wright Investors Service Inc | 10,638 | $398.0K | 0.10% | +579+5.8% | Added |
| Forte Capital LLC | 10,560 | $397.0K | 0.05% | 00.0% | Unchanged |
| Black Swift Group, LLC | 10,600 | $397.0K | 0.16% | +10,600 | New |
| J.W. Cole Advisors, Inc. | 10,586 | $396.0K | 0.03% | +546+5.4% | Added |
| Neo Ivy Capital Management | 10,588 | $396.0K | 0.36% | +1,461+16.0% | Added |
| Spire Wealth Management | 10,522 | $394.0K | 0.01% | −16,147−60.5% | Reduced |
| Perigon Wealth Management, LLC | 10,524 | $394.0K | 0.03% | +222+2.2% | Added |
| Tiemann Investment Advisors, LLC | 10,485 | $393.0K | 0.18% | −2,636−20.1% | Reduced |
| Schechter Investment Advisors, LLC | 10,491 | $393.0K | 0.04% | +3,390+47.7% | Added |
| Rockland Trust Co | 10,482 | $393.0K | 0.03% | +10,482 | New |
| Trust Co of Toledo NA | 10,457 | $392.0K | 0.06% | −1,255−10.7% | Reduced |
| Capital Asset Advisory Services LLC | 10,459 | $392.0K | 0.04% | −27−0.3% | Reduced |
| VELA Investment Management, LLC | 10,455 | $392.0K | 0.25% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,393 | $389.0K | 0.03% | +10,393 | New |
| Berger Financial Group, Inc | 10,278 | $385.0K | 0.05% | −841−7.6% | Reduced |
| Alps Advisors Inc | 10,244 | $384.0K | 0.00% | −1,827−15.1% | Reduced |
| Dynamic Advisor Solutions LLC | 10,260 | $384.0K | 0.03% | +2,334+29.4% | Added |
| HRT Financial LP | 10,182 | $381.0K | 0.00% | −46,206−81.9% | Reduced |
| Selective Wealth Management, Inc. | 10,146 | $380.0K | 0.14% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,146 | $380.0K | 0.22% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10,106 | $378.0K | 0.06% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 10,050 | $376.0K | 0.23% | −201−2.0% | Reduced |
| Levin Capital Strategies, L.P. | 10,000 | $375.0K | 0.04% | +2,000+25.0% | Added |
| Cumberland Partners Ltd | 10,000 | $375.0K | 0.03% | +10,000 | New |
| Glen Eagle Advisors, LLC | 9,948 | $372.6K | 0.10% | −900−8.3% | Reduced |
| DSC Advisors, L.P. | 9,928 | $372.0K | 0.30% | +9,928 | New |
| Clear Street Markets LLC | 9,931 | $372.0K | 0.11% | +9,931 | New |
| Marcum Wealth, LLC | 9,900 | $371.0K | 0.05% | −22,002−69.0% | Reduced |
| Tandem Investment Advisors, Inc. | 9,914 | $371.0K | 0.02% | −1,286−11.5% | Reduced |
| Norway Savings Bank | 9,840 | $369.0K | 0.17% | 00.0% | Unchanged |
| FourThought Financial, LLC | 9,790 | $367.0K | 0.05% | −837−7.9% | Reduced |
| Laird Norton Trust Company, LLC | 9,813 | $367.0K | 0.03% | −201−2.0% | Reduced |
| Congress Wealth Management LLC | 9,792 | $367.0K | 0.01% | +1,008+11.5% | Added |
| Providence Capital Advisors, LLC | 9,767 | $366.0K | 0.10% | −5,476−35.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 9,717 | $364.0K | 0.08% | 00.0% | Unchanged |
| Comerica Securities,inc. | 9,721 | $364.0K | 0.02% | +611+6.7% | Added |
| Caldwell Trust Co | 9,705 | $363.5K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 9,695 | $363.1K | 0.03% | +50+0.5% | Added |
| Fox Run Management, L.L.C. | 9,682 | $363.0K | 0.20% | +9,682 | New |
| Farmers National Bank | 9,668 | $362.1K | 0.13% | −213−2.2% | Reduced |
| Barings LLC | 9,531 | $357.0K | 0.01% | −9,138−48.9% | Reduced |
| RB Capital Management, LLC | 9,532 | $357.0K | 0.12% | +20.0% | Added |
| Kozak & Associates, Inc. | 10,182 | $355.0K | 0.23% | 00.0% | Unchanged |
| Norris Perne & French LLP | 9,486 | $355.0K | 0.03% | +9,486 | New |
| Navellier & Associates Inc | 9,400 | $352.0K | 0.06% | −300−3.1% | Reduced |
| BT Wealth Management LLC | 9,389 | $352.0K | 0.09% | +30.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 9,400 | $352.0K | 0.20% | +9,400 | New |
| Trinity Legacy Partners, LLC | 9,352 | $350.0K | 0.12% | +46+0.5% | Added |
| Ironwood Investment Counsel, LLC | 9,322 | $349.0K | 0.09% | +10.0% | Added |
| Montag A & Associates Inc | 9,300 | $348.0K | 0.02% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 9,300 | $348.0K | 0.07% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 9,296 | $348.0K | 0.03% | +600+6.9% | Added |
| Financial Advocates Investment Management | 9,279 | $347.0K | 0.02% | −763−7.6% | Reduced |
| Kings Point Capital Management | 9,252 | $346.0K | 0.03% | −1,401−13.2% | Reduced |
| Angeles Wealth Management, LLC | 9,234 | $346.0K | 0.07% | +9,234 | New |
| Level Four Advisory Services, LLC | 9,189 | $344.0K | 0.03% | −800−8.0% | Reduced |
| State of Wyoming | 9,135 | $342.0K | 0.17% | −665−6.8% | Reduced |
| Sage Private Wealth Group, LLC | 9,120 | $342.0K | 0.33% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 9,101 | $341.0K | 0.06% | −827−8.3% | Reduced |
| OneAscent Financial Services LLC | 9,094 | $341.0K | 0.24% | +9,094 | New |
| Douglas Lane & Associates, LLC | 9,049 | $339.0K | 0.00% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 9,030 | $338.0K | 0.06% | 00.0% | Unchanged |
| Burleson & Company, LLC | 9,013 | $338.0K | 0.05% | +13+0.1% | Added |
| High Falls Advisors, Inc | 9,000 | $337.0K | 0.09% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 9,000 | $337.0K | 0.15% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 8,982 | $336.0K | 0.18% | −1,110−11.0% | Reduced |
| Continuum Advisory, LLC | 9,797 | $336.0K | 0.06% | +140+1.4% | Added |
| Thompson Siegel & Walmsley LLC | 8,979 | $336.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisors, LLC | 8,976 | $336.0K | 0.15% | 00.0% | Unchanged |
| Dakota Wealth Management | 8,979 | $336.0K | 0.03% | +8,979 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 8,973 | $336.0K | 0.10% | +8,973 | New |
| Renaissance Investment Group LLC | 9,750 | $334.0K | 0.10% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 8,850 | $331.0K | 0.17% | −301−3.3% | Reduced |
| Intellectus Partners, LLC | 8,802 | $330.0K | 0.10% | −700−7.4% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $329.0K | 0.11% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8,764 | $328.0K | 0.19% | +510+6.2% | Added |
| Van Cleef Asset Management,Inc | 8,700 | $326.0K | 0.05% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 8,667 | $325.0K | 0.03% | −895−9.4% | Reduced |
| Tufton Capital Management | 8,700 | $325.0K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 8,672 | $325.0K | 0.09% | +434+5.3% | Added |
| 44 Wealth Management LLC | 8,656 | $324.0K | 0.12% | −211−2.4% | Reduced |
| Wealth Effects LLC | 8,646 | $324.0K | 0.15% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 8,611 | $323.0K | 0.00% | −1,391−13.9% | Reduced |
| Live Oak Private Wealth LLC | 8,614 | $323.0K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,948 | $322.0K | 0.02% | +655+7.0% | Added |
| PFG Advisors | 8,535 | $320.0K | 0.03% | −97−1.1% | Reduced |
| David Loasby | 9,256 | $318.0K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 8,434 | $316.0K | 0.08% | 00.0% | Unchanged |
| Willner & Heller, LLC | 8,369 | $315.0K | 0.39% | +20+0.2% | Added |
| Fieldpoint Private Securities, LLC | 8,367 | $313.0K | 0.06% | −1,065−11.3% | Reduced |
| GYL Financial Synergies, LLC | 8,370 | $313.0K | 0.07% | −66−0.8% | Reduced |
| Traphagen Investment Advisors LLC | 8,345 | $312.5K | 0.05% | +1,429+20.7% | Added |
| BNC Wealth Management, LLC | 8,343 | $312.0K | 0.15% | 00.0% | Unchanged |
| Kendall Capital Management | 8,303 | $311.0K | 0.15% | 00.0% | Unchanged |