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, Q3 2022
Institutional positions in CSX Corp as of Sep 30, 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
- 1,443
- −18 vs. Q2 2022
- Shares held
- 1.56B
- −22.7M (−1.4%) vs. Q2 2022
- Total value
- $41.5B
- −$4.68B (−10.1%) vs. Q2 2022
- New holders
- 83
- 553 more added
- Sold out
- 101
- 499 more reduced
19 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cribstone Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 12 | $0 | 0.00% | +12 | New |
| Tucker Asset Management LLC | 3 | $87 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 28 | $746 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Global Financial Private Client, LLC | 42 | $1.15K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 44 | $1.17K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 85 | $2.00K | 0.00% | +22+34.9% | Added |
| Financial Enhancement Group LLC | 73 | $2.00K | 0.00% | −4−5.2% | Reduced |
| 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% | 00.0% | Unchanged |
| First Financial Corp | 57 | $2.00K | 0.00% | +57 | New |
| PFS Partners, LLC | 100 | $2.66K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 131 | $3.00K | 0.00% | +101+336.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 145 | $3.00K | 0.00% | +145 | New |
| SJS Investment Consulting Inc. | 99 | $3.00K | 0.00% | +99 | New |
| Abound Wealth Management | 114 | $3.04K | 0.00% | +114 | New |
| Cutler Group LP | 175 | $4.00K | 0.00% | −18,699−99.1% | Reduced |
| Addison Advisors LLC | 139 | $4.00K | 0.00% | −1,135−89.1% | Reduced |
| Cedar Wealth Management, LLC | 144 | $4.00K | 0.00% | −48−25.0% | Reduced |
| USA Financial Portformulas Corp | 143 | $4.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $4.00K | 0.00% | +30+24.4% | Added |
| Exchange Traded Concepts, LLC | 205 | $5.00K | 0.00% | −83−28.8% | Reduced |
| St. Johns Investment Management Company, LLC | 195 | $5.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 204 | $5.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 171 | $5.00K | 0.00% | +171 | New |
| Standard Family Office LLC | 189 | $5.00K | 0.00% | +189 | New |
| Legend Financial Advisors, Inc. | 219 | $5.83K | 0.01% | +219 | New |
| Level Financial Advisors, Inc. | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 246 | $6.00K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 227 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 207 | $6.00K | 0.00% | +100+93.5% | Added |
| FSC Wealth Advisors, LLC | 231 | $6.00K | 0.06% | +231 | New |
| Kayne Anderson Rudnick Investment Management LLC | 267 | $7.00K | 0.00% | +117+78.0% | Added |
| JJJ Advisors Inc. | 272 | $7.00K | 0.00% | +259+1,992.3% | Added |
| Essex Investment Management Co LLC | 300 | $8.00K | 0.00% | −32,526−99.1% | Reduced |
| First Community Trust NA | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 295 | $8.00K | 0.00% | +1+0.3% | Added |
| Howe & Rusling Inc | 354 | $9.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 353 | $9.00K | 0.02% | +353 | New |
| American Research & Management Co. | 375 | $10.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 366 | $10.0K | 0.00% | +1+0.3% | Added |
| Rise Advisors, LLC | 386 | $10.0K | 0.01% | +2+0.5% | Added |
| Beacon Capital Management, LLC | 362 | $11.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 400 | $11.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 414 | $11.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 422 | $11.0K | 0.01% | +103+32.3% | Added |
| Bell Investment Advisors, Inc | 459 | $12.0K | 0.00% | −96−17.3% | Reduced |
| Focused Wealth Management, Inc | 466 | $12.0K | 0.00% | +1+0.2% | Added |
| Arrow Financial Corp | 450 | $12.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 441 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 441 | $12.0K | 0.00% | +40+10.0% | Added |
| Highline Wealth Partners LLC | 480 | $12.8K | 0.01% | +480 | New |
| Delos Wealth Advisors, LLC | 495 | $13.0K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 477 | $13.0K | 0.00% | +477 | New |
| Raffa Wealth Management, LLC | 498 | $13.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 576 | $15.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 547 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 590 | $16.0K | 0.01% | −53−8.2% | Reduced |
| Peoples Financial Services Corp. | 600 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 586 | $16.0K | 0.00% | +586 | New |
| Hudock, Inc. | 654 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 629 | $17.0K | 0.01% | −19−2.9% | Reduced |
| AlphaMark Advisors, LLC | 670 | $18.0K | 0.01% | −5−0.7% | Reduced |
| Mascoma Wealth Management LLC | 681 | $18.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 675 | $18.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 724 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 720 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 777 | $20.0K | 0.00% | +50+6.9% | Added |
| Life Planning Partners, Inc | 780 | $20.8K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 812 | $21.0K | 0.01% | +1+0.1% | Added |
| Private Ocean, LLC | 812 | $21.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 816 | $23.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 909 | $24.0K | 0.00% | −109−10.7% | Reduced |
| Sageworth Trust Co | 900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $24.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 900 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 891 | $24.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 908 | $24.0K | 0.00% | +237+35.3% | Added |
| Bellevue Asset Management, LLC | 900 | $25.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 934 | $25.0K | 0.01% | +69+8.0% | Added |
| Evoke Wealth, LLC | 967 | $26.0K | 0.00% | +271+38.9% | Added |
| American State Bank (Iowa) | 1,050 | $28.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,033 | $28.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1,041 | $28.0K | 0.00% | +62+6.3% | Added |
| Clean Yield Group | 1,129 | $30.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,115 | $30.0K | 0.00% | +350+45.8% | Added |
| American National Bank | 1,185 | $32.0K | 0.01% | +84+7.6% | Added |
| Barrett & Company, Inc. | 1,044 | $32.3K | 0.02% | +1,044 | New |
| Rational Advisors LLC | 1,231 | $33.0K | 0.00% | +73+6.3% | Added |
| Pacifica Partners Inc. | 1,125 | $34.0K | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,404 | $37.0K | 0.00% | −1,010,173−99.9% | Reduced |
| Wagner Wealth Management, LLC | 1,397 | $37.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,398 | $37.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,479 | $39.0K | 0.02% | +9+0.6% | Added |