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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.

Institutional holdersQ3 2022: 1,443 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ3 2022: $41.5B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2022.

Institutions holding CSX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Procyon Private Wealth Partners, LLC55,013$1.47M0.36%−936−1.7%Reduced
Ferguson Wellman Capital Management, Inc55,118$1.47M0.06%+117+0.2%Added
Lincoln National Corp55,438$1.48M0.04%+188+0.3%Added
Woodmont Investment Counsel LLC55,482$1.48M0.18%00.0%Unchanged
Farmers & Merchants Investments Inc55,490$1.48M0.07%+275+0.5%Added
Americana Partners, LLC55,579$1.48M0.26%−9,192−14.2%Reduced
Western Wealth Management, LLC55,670$1.49M0.09%+4,997+9.9%Added
Stamos Capital Partners, L.P.55,780$1.49M0.38%+18,100+48.0%Added
Veritable, L.P.56,112$1.50M0.03%+2,049+3.8%Added
Boston Private Wealth LLC56,232$1.50M0.02%+9,485+20.3%Added
Wedbush Securities Inc56,268$1.50M0.08%+2,675+5.0%Added
Pflug Koory, LLC56,370$1.50M0.91%−4,500−7.4%Reduced
Venture Visionary Partners LLC56,620$1.51M0.12%−138−0.2%Reduced
Savant Capital, LLC56,784$1.51M0.05%+277+0.5%Added
Grandview Asset Management LLC57,014$1.52M0.97%−2,082−3.5%Reduced
EHP Funds Inc.57,500$1.53M0.34%+57,500New
Neville Rodie & Shaw Inc58,014$1.54M0.15%00.0%Unchanged
Pensionfund Sabic58,000$1.54M0.54%00.0%Unchanged
Mogy Joel R Investment Counsel Inc58,400$1.56M0.16%−7,000−10.7%Reduced
Cetera Investment Advisers58,553$1.56M0.03%−11,122−16.0%Reduced
Ethic Inc.58,624$1.56M0.11%+4,060+7.4%Added
Beese Fulmer Investment Management, Inc.59,295$1.58M0.21%−1,177−1.9%Reduced
Gibraltar Capital Management, Inc.59,534$1.59M0.81%−1,346−2.2%Reduced
City Holding Co59,772$1.59M0.32%+2,725+4.8%Added
BI Asset Management Fondsmaeglerselskab A/S60,079$1.60M0.08%−188−0.3%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.60,381$1.61M0.03%+7,749+14.7%Added
Genesee Capital Advisors, LLC60,623$1.61M1.23%−707−1.2%Reduced
DAGCO, Inc.60,651$1.62M1.02%−2,568−4.1%Reduced
Centiva Capital, LP60,931$1.62M0.12%+22,850+60.0%Added
Sumitomo Life Insurance Co61,360$1.64M0.07%−7,497−10.9%Reduced
Biechele Royce Advisors61,516$1.64M0.77%−13,054−17.5%Reduced
Clearbridge Investments, LLC61,915$1.65M0.00%00.0%Unchanged
Advisory Services Network, LLC62,143$1.66M0.06%+1,385+2.3%Added
Twinbeech Capital LP62,991$1.68M0.04%−487,659−88.6%Reduced
Ziegler Capital Management, LLC63,043$1.68M0.07%+60.0%Added
Cedar Mountain Advisors, LLC63,183$1.68M0.56%00.0%Unchanged
Federation des caisses Desjardins du Quebec63,653$1.70M0.02%−500−0.8%Reduced
HB Wealth Management, LLC63,946$1.70M0.04%−1,071−1.6%Reduced
Geneos Wealth Management Inc.64,960$1.73M0.12%−21,284−24.7%Reduced
Raymond James Trust N.A.65,121$1.73M0.06%−43,940−40.3%Reduced
Wealthfront Advisers LLC65,143$1.74M0.01%−5,883−8.3%Reduced
Corient Capital Partners, LLC60,336$1.75M0.13%+4,083+7.3%Added
Aspen Investment Management Inc65,914$1.76M1.17%00.0%Unchanged
Walleye Trading LLC66,565$1.77M0.06%−36,559−35.5%Reduced
Sonora Investment Management Group, LLC61,017$1.77M0.23%00.0%Unchanged
Coastline Trust Co66,689$1.78M0.28%00.0%Unchanged
Telemus Capital, LLC66,802$1.78M0.18%−1,054−1.6%Reduced
Engineers Gate Manager LP67,144$1.79M0.11%−195,981−74.5%Reduced
DCM Advisors, LLC67,268$1.79M0.90%+2,789+4.3%Added
Proquility Private Wealth Partners, LLC67,341$1.79M0.83%+3,377+5.3%Added
Lockheed Martin Investment Management Co67,490$1.80M0.14%00.0%Unchanged
Versor Investments LP67,532$1.80M0.11%+21,729+47.4%Added
Independent Advisor Alliance68,162$1.82M0.11%+3,254+5.0%Added
Stratos Wealth Advisors, LLC68,479$1.82M0.19%+83+0.1%Added
Family Legacy, Inc.68,510$1.82M0.92%+313+0.5%Added
Heritage Wealth Advisors68,838$1.83M0.13%00.0%Unchanged
Kestra Private Wealth Services, LLC68,914$1.84M0.11%+24,033+53.5%Added
Williams Jones Wealth Management, LLC.69,770$1.86M0.03%+384+0.6%Added
Wetherby Asset Management Inc69,920$1.86M0.13%+10,234+17.1%Added
MTM Investment Management, LLC69,990$1.86M1.06%00.0%Unchanged
Dowling & Yahnke LLC70,145$1.87M0.09%−159−0.2%Reduced
Fayez Sarofim & Co70,404$1.88M0.01%00.0%Unchanged
FORA Capital, LLC70,515$1.88M0.36%−27,091−27.8%Reduced
Teza Capital Management LLC71,055$1.89M0.39%+61,718+661.0%Added
Greenleaf Trust71,241$1.90M0.03%+2,819+4.1%Added
Citizens National Bank Trust Department71,334$1.90M0.59%00.0%Unchanged
Pacer Advisors, Inc.71,660$1.91M0.01%+2,611+3.8%Added
Augustine Asset Management Inc72,046$1.92M1.26%−10,651−12.9%Reduced
Signet Investment Advisory Group, Inc.73,050$1.95M1.51%+156+0.2%Added
Argent Trust Co73,116$1.95M0.14%−181−0.2%Reduced
Tower Bridge Advisors73,274$1.95M0.17%−258−0.4%Reduced
Institute for Wealth Management, LLC.73,577$1.96M0.44%−50.0%Reduced
Trust Co of Vermont73,642$1.96M0.16%+2,598+3.7%Added
Ameritas Investment Partners, Inc.73,830$1.97M0.09%−1,774−2.3%Reduced
Assetmark, Inc73,797$1.97M0.01%+19,974+37.1%Added
Journey Advisory Group, LLC74,171$1.98M0.50%+6,926+10.3%Added
Illinois Municipal Retirement Fund74,805$1.99M0.05%00.0%Unchanged
TownSquare Capital, LLC74,963$2.00M0.06%−3,306−4.2%Reduced
Ontario Teachers Pension Plan Board75,344$2.01M0.03%+30,773+69.0%Added
Bartlett & Co. Wealth Management LLC75,470$2.01M0.04%−2,306−3.0%Reduced
Bartlett & Co. LLC75,470$2.01M0.04%−2,306−3.0%Reduced
American Portfolios Advisors76,159$2.03M0.09%−3,975−5.0%Reduced
Moors & Cabot, Inc.76,365$2.03M0.16%−3,180−4.0%Reduced
Banco de Sabadell, S.A76,181$2.04M1.69%−5,136−6.3%Reduced
Bokf, NA76,668$2.04M0.04%−21,476−21.9%Reduced
Kentucky Retirement Systems Insurance Trust Fund76,735$2.04M0.19%+2,452+3.3%Added
Mastrapasqua Asset Management Inc77,020$2.05M0.30%−55−0.1%Reduced
Kinneret Advisory, LLC77,014$2.05M0.28%00.0%Unchanged
WBI Investments78,508$2.06M0.60%−186,823−70.4%Reduced
Steward Partners Investment Advisory, LLC77,557$2.07M0.04%−3,863−4.7%Reduced
Alps Advisors Inc78,207$2.08M0.02%+4,402+6.0%Added
CX Institutional78,532$2.09M0.15%+71,936+1,090.6%Added
Northwestern Mutual Investment Management Company, LLC79,530$2.12M0.05%−17,886−18.4%Reduced
Everence Capital Management Inc79,581$2.12M0.20%+11,990+17.7%Added
Freestone Capital Holdings, LLC80,577$2.15M0.10%−4,963−5.8%Reduced
Atria Wealth Solutions, Inc.81,136$2.16M0.04%+25,363+45.5%Added
United Services Automobile Association81,206$2.16M0.06%00.0%Unchanged
Advisor Partners II, LLC81,647$2.17M0.16%+81,647New
Charter Trust Co82,842$2.21M0.19%00.0%Unchanged
Covalis Capital LLP83,189$2.22M0.51%+15,300+22.5%Added