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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
Meridian Wealth Advisors, LLC7,500$200.0K0.06%00.0%Unchanged
Pine Haven Investment Counsel, Inc7,500$200.0K0.24%00.0%Unchanged
Summit Wealth & Retirement Planning, Inc.7,540$201.0K0.08%00.0%Unchanged
Auxier Asset Management7,566$202.0K0.04%00.0%Unchanged
Capital Square, LLC7,600$202.0K0.18%+100+1.3%Added
Global Retirement Partners, LLC6,947$202.0K0.02%−374−5.1%Reduced
Middleton & Co Inc7,625$203.0K0.03%00.0%Unchanged
ACG Wealth7,618$203.0K0.05%+9+0.1%Added
Southland Equity Partners LLC7,673$204.4K0.10%+20.0%Added
BDO Wealth Advisors, LLC7,677$205.0K0.03%00.0%Unchanged
GraniteShares Advisors LLC7,712$205.0K0.17%+7,712New
Cornerstone Wealth Management, LLC7,781$207.0K0.02%+7+0.1%Added
TFG Advisers LLC7,758$207.0K0.12%+10.0%Added
Texas Yale Capital Corp.7,800$208.0K0.01%−4,355−35.8%Reduced
Broderick Brian C7,800$208.0K0.07%00.0%Unchanged
Regent Peak Wealth Advisors LLC7,817$208.0K0.07%+188+2.5%Added
TrinityPoint Wealth, LLC7,820$208.0K0.05%+255+3.4%Added
Hilltop Holdings Inc.7,807$208.0K0.03%+751+10.6%Added
CoreFirst Bank & Trust7,836$209.0K0.18%00.0%Unchanged
Bryn Mawr Trust Co7,856$209.0K0.01%+231+3.0%Added
ICICI Prudential Asset Management Co Ltd7,863$209.0K0.03%+1,378+21.2%Added
Scissortail Wealth Management, LLC7,347$210.0K0.11%00.0%Unchanged
Willner & Heller, LLC7,868$210.0K0.34%−350−4.3%Reduced
Drive Wealth Management, LLC7,875$210.0K0.20%−208−2.6%Reduced
New Capital Management LP7,884$210.0K0.12%00.0%Unchanged
GYL Financial Synergies, LLC7,875$210.0K0.06%00.0%Unchanged
Twin Tree Management, LP7,927$211.0K0.01%−213,397−96.4%Reduced
Day & Ennis, LLC7,932$211.0K0.09%00.0%Unchanged
American Institute for Advanced Investment Management, LLP7,920$211.0K0.20%00.0%Unchanged
44 Wealth Management LLC7,947$212.0K0.09%−308−3.7%Reduced
Bridgeworth, LLC7,941$212.0K0.05%00.0%Unchanged
Inspire Advisors, LLC7,944$212.0K0.06%+7,944New
Court Place Advisors, LLC8,004$213.0K0.09%00.0%Unchanged
Silver Oak Advisory Group, Inc.7,977$213.0K0.16%00.0%Unchanged
McClarren Financial Advisors, Inc.8,058$214.0K0.21%00.0%Unchanged
Monterey Private Wealth, Inc.7,863$214.0K0.13%+243+3.2%Added
Kovack Advisors, Inc.8,105$216.0K0.03%−4,077−33.5%Reduced
Tandem Investment Advisors, Inc.8,097$216.0K0.01%−1,228−13.2%Reduced
NorthRock Partners, LLC8,101$216.0K0.03%−211−2.5%Reduced
Johnson Midwest Financial, LLC8,104$216.0K0.82%+16+0.2%Added
Insight Advisors, LLC8,147$217.0K0.09%+300+3.8%Added
Alhambra Investment Partners LLC8,130$217.0K0.16%00.0%Unchanged
Stokes Family Office, LLC8,160$217.0K0.03%+8,160New
Sabal Trust CO8,189$218.0K0.02%−10,111−55.3%Reduced
Navellier & Associates Inc8,200$218.0K0.05%−1,200−12.8%Reduced
Selective Wealth Management, Inc.8,196$218.0K0.09%−600−6.8%Reduced
Kendall Capital Management8,224$219.0K0.13%00.0%Unchanged
Clear Street Markets LLC8,233$219.0K0.04%+8,233New
Rosenberg Matthew Hamilton8,261$220.0K0.09%+372+4.7%Added
Prestige Wealth Management Group LLC8,299$221.0K0.06%+796+10.6%Added
Congress Wealth Management LLC8,331$222.0K0.01%−550−6.2%Reduced
BNC Wealth Management, LLC8,343$222.0K0.13%00.0%Unchanged
Mirabella Financial Services LLP8,251$224.0K0.02%−26,253−76.1%Reduced
Traphagen Investment Advisors LLC8,511$226.7K0.04%+8+0.1%Added
First Command Bank8,533$227.0K0.03%+37+0.4%Added
First Command Financial Services, Inc.8,533$227.0K0.03%+37+0.4%Added
Martingale Asset Management L P8,504$227.0K0.00%+8,504New
Quantinno Capital Management LP8,528$227.0K0.03%+8,528New
Douglas Lane & Associates, LLC8,549$228.0K0.00%−582−6.4%Reduced
PFG Advisors8,550$228.0K0.03%+12+0.1%Added
Fortress Wealth Group, LLC8,570$228.0K0.17%+648+8.2%Added
Klingman & Associates, LLC8,614$229.0K0.02%−36−0.4%Reduced
Stelac Advisory Services LLC8,651$230.0K0.10%00.0%Unchanged
Keebeck Alpha, LP8,636$230.0K0.12%+40+0.5%Added
Dakota Wealth Management8,690$231.0K0.02%−955−9.9%Reduced
Live Oak Private Wealth LLC8,689$231.0K0.05%00.0%Unchanged
Tufton Capital Management8,700$231.0K0.06%00.0%Unchanged
Washington Trust Advisors, Inc.8,648$231.0K0.02%+668+8.4%Added
Van Cleef Asset Management,Inc8,700$232.0K0.04%00.0%Unchanged
Wedmont Private Capital8,701$232.0K0.05%+8,701New
Mattern Wealth Management LLC8,784$234.0K0.09%00.0%Unchanged
Trustcore Financial Services, LLC8,828$235.0K0.02%−489−5.2%Reduced
Trust Co of Toledo NA8,902$237.0K0.05%−1,439−13.9%Reduced
Concord Wealth Partners8,901$237.0K0.08%+10.0%Added
State of Wyoming8,988$239.0K0.12%−4,273−32.2%Reduced
Allred Capital Management, LLC8,996$239.0K0.15%+7+0.1%Added
IFG Advisors, LLC8,976$239.0K0.12%00.0%Unchanged
Thompson Siegel & Walmsley LLC8,963$239.0K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.8,946$239.0K0.00%+8,946New
High Falls Advisors, Inc9,000$240.0K0.08%00.0%Unchanged
Burleson & Company, LLC9,000$240.0K0.05%00.0%Unchanged
Carderock Capital Management Inc9,008$240.0K0.12%+9,008New
Greylin Investment Mangement Inc9,030$241.0K0.05%00.0%Unchanged
Sage Private Wealth Group, LLC9,120$243.0K0.32%00.0%Unchanged
Astoria Portfolio Advisors LLC.9,147$244.0K0.17%−1,233−11.9%Reduced
Farmers National Bank9,218$245.6K0.10%−400−4.2%Reduced
David Loasby9,256$246.0K0.04%00.0%Unchanged
Comerica Securities,inc.9,276$247.0K0.02%−496−5.1%Reduced
Berger Financial Group, Inc9,274$247.0K0.04%−385−4.0%Reduced
Sittner & Nelson, LLC9,286$247.0K0.17%−59−0.6%Reduced
Angeles Wealth Management, LLC9,260$247.0K0.05%+220+2.4%Added
Montag A & Associates Inc9,300$248.0K0.02%00.0%Unchanged
Ironwood Investment Counsel, LLC9,324$248.0K0.07%+10.0%Added
Capital Investment Counsel, Inc9,360$249.0K0.07%−1,926−17.1%Reduced
LexAurum Advisors, LLC9,397$250.0K0.10%+9,397New
Spreng Capital Management, Inc.9,406$251.0K0.22%−494−5.0%Reduced
Jupiter Asset Management Ltd9,451$252.0K0.00%00.0%Unchanged
Forte Capital LLC9,480$253.0K0.05%00.0%Unchanged
Cipher Capital LP9,551$254.0K0.04%−61,105−86.5%Reduced
Interchange Capital Partners, LLC9,613$256.0K0.28%−685−6.7%Reduced