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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 9,705 | $258.5K | 0.04% | 00.0% | Unchanged |
| Norway Savings Bank | 9,720 | $259.0K | 0.14% | −120−1.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 9,717 | $259.0K | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9,767 | $260.0K | 0.08% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 9,840 | $262.0K | 0.13% | −6,405−39.4% | Reduced |
| Wealth Effects LLC | 9,846 | $262.0K | 0.16% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9,840 | $262.0K | 0.16% | +990+11.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,953 | $265.0K | 0.08% | −6,025−37.7% | Reduced |
| Evermay Wealth Management LLC | 9,963 | $265.0K | 0.05% | −172−1.7% | Reduced |
| Glen Eagle Advisors, LLC | 9,948 | $265.0K | 0.08% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,015 | $267.0K | 0.03% | −1,701−14.5% | Reduced |
| HHM Wealth Advisors, LLC | 10,026 | $267.0K | 0.07% | 00.0% | Unchanged |
| Girard Partners Ltd. | 10,063 | $268.0K | 0.04% | −74−0.7% | Reduced |
| Norris Perne & French LLP | 10,062 | $268.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 10,091 | $268.0K | 0.06% | +377+3.9% | Added |
| Zeke Capital Advisors, LLC | 10,058 | $268.0K | 0.02% | +3,127+45.1% | Added |
| Dynamic Advisor Solutions LLC | 10,104 | $269.0K | 0.02% | −30−0.3% | Reduced |
| Tiemann Investment Advisors, LLC | 10,110 | $269.0K | 0.17% | +150+1.5% | Added |
| Prospera Financial Services Inc | 10,155 | $270.0K | 0.01% | −482−4.5% | Reduced |
| Pavion Blue Capital, LLC | 10,146 | $270.0K | 0.19% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,190 | $271.0K | 0.05% | +376+3.8% | Added |
| Northeast Financial Consultants Inc | 10,200 | $272.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10,281 | $273.0K | 0.17% | +35+0.3% | Added |
| Sage Capital Advisors,llc | 10,292 | $274.0K | 0.14% | +10,292 | New |
| 9258 Wealth Management, LLC | 10,322 | $275.0K | 0.07% | −699−6.3% | Reduced |
| Renaissance Investment Group LLC | 9,750 | $275.0K | 0.09% | 00.0% | Unchanged |
| Lake Street Financial LLC | 10,328 | $275.0K | 0.06% | +2,945+39.9% | Added |
| Personal Capital Advisors Corp | 10,367 | $276.0K | 0.00% | +3,470+50.3% | Added |
| Rockland Trust Co | 10,392 | $277.0K | 0.02% | −90−0.9% | Reduced |
| Power Corp of Canada | 10,404 | $277.0K | 0.04% | +10,404 | New |
| Oak Thistle LLC | 10,446 | $278.0K | 1.00% | −4,261−29.0% | Reduced |
| Calton & Associates, Inc. | 10,460 | $278.0K | 0.16% | −441−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 10,488 | $279.0K | 0.06% | −275−2.6% | Reduced |
| VELA Investment Management, LLC | 10,455 | $279.0K | 0.16% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 10,523 | $280.0K | 0.03% | 00.0% | Unchanged |
| Red Wave Investments LLC | 10,492 | $280.0K | 0.12% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,634 | $283.0K | 0.03% | +2,436+29.7% | Added |
| YHB Investment Advisors, Inc. | 10,651 | $284.0K | 0.03% | +20.0% | Added |
| West Branch Capital LLC | 10,674 | $284.0K | 0.18% | +27+0.3% | Added |
| Investment Partners, Ltd. | 10,662 | $284.0K | 0.08% | +10,662 | New |
| Warren Averett Asset Management, LLC | 10,654 | $284.0K | 0.02% | +10,654 | New |
| Sound Income Strategies, LLC | 10,712 | $285.0K | 0.04% | +10.0% | Added |
| Kinloch Capital, LLC | 10,692 | $285.0K | 0.19% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $287.7K | 0.16% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 10,800 | $288.0K | 0.13% | 00.0% | Unchanged |
| Connors Investor Services Inc | 10,885 | $290.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 10,939 | $291.0K | 0.01% | −129−1.2% | Reduced |
| Wright Investors Service Inc | 10,945 | $292.0K | 0.09% | +40.0% | Added |
| Hendley & Co Inc | 10,950 | $292.0K | 0.13% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 11,009 | $293.0K | 0.14% | −600−5.2% | Reduced |
| Signet Financial Management, LLC | 11,030 | $294.0K | 0.06% | −400−3.5% | Reduced |
| Regal Investment Advisors LLC | 11,044 | $294.0K | 0.03% | +33+0.3% | Added |
| J.W. Cole Advisors, Inc. | 11,075 | $295.0K | 0.02% | +511+4.8% | Added |
| First Nebraska Trust Co | 11,100 | $295.7K | 0.04% | 00.0% | Unchanged |
| Marion Wealth Management | 11,100 | $296.0K | 0.15% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 11,201 | $298.0K | 0.13% | +15+0.1% | Added |
| Beech Hill Advisors, Inc. | 11,200 | $298.0K | 0.17% | +11,200 | New |
| OneAscent Financial Services LLC | 11,240 | $299.0K | 0.12% | −5,066−31.1% | Reduced |
| TriaGen Wealth Management LLC | 11,224 | $299.0K | 0.17% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 11,250 | $300.0K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,420 | $300.0K | 0.01% | +9,420 | New |
| Financial Advisors, LLC | 11,289 | $301.0K | 0.10% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,350 | $302.0K | 0.05% | −120−1.0% | Reduced |
| Acute Investment Advisory, LLC | 11,337 | $302.0K | 0.22% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $302.3K | 0.17% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 11,416 | $304.0K | 0.04% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 11,406 | $304.0K | 0.07% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $304.0K | 0.06% | 00.0% | Unchanged |
| Inverness Counsel LLC | 11,401 | $304.0K | 0.02% | +11,401 | New |
| Covenant Partners, LLC | 11,457 | $305.0K | 0.15% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,459 | $305.0K | 0.03% | +2,752+31.6% | Added |
| Vestmark Advisory Solutions, Inc. | 11,469 | $306.0K | 0.02% | −605−5.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $307.0K | 0.14% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,258 | $307.0K | 0.02% | +581+6.0% | Added |
| Mayflower Financial Advisors, LLC | 11,549 | $308.0K | 0.05% | −149−1.3% | Reduced |
| Vigilant Capital Management, LLC | 11,600 | $309.0K | 0.03% | −1,497−11.4% | Reduced |
| Barry Investment Advisors, LLC | 11,593 | $309.0K | 0.11% | +12+0.1% | Added |
| Strategic Financial Services, Inc, | 11,641 | $310.0K | 0.03% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 11,654 | $310.0K | 0.19% | +8,556+276.2% | Added |
| Annapolis Financial Services, LLC | 11,657 | $311.0K | 0.11% | +140+1.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,700 | $312.0K | 0.24% | 00.0% | Unchanged |
| FourThought Financial, LLC | 11,722 | $312.0K | 0.05% | +543+4.9% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $313.0K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 11,738 | $313.0K | 0.02% | +114+1.0% | Added |
| Souders Financial Advisors | 11,801 | $314.0K | 0.09% | +15+0.1% | Added |
| Capital Asset Advisory Services LLC | 11,815 | $315.0K | 0.04% | +1,314+12.5% | Added |
| Founders Financial Alliance, LLC | 11,834 | $315.0K | 0.16% | +3,164+36.5% | Added |
| Eudaimonia Partners, LLC | 11,844 | $316.0K | 0.08% | −14,780−55.5% | Reduced |
| Sargent Bickham Lagudis LLC | 11,859 | $316.0K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 11,852 | $316.0K | 0.03% | +753+6.8% | Added |
| Harbor Group, Inc. | 11,875 | $316.0K | 0.23% | +11,875 | New |
| WNY Asset Management, LLC | 11,861 | $317.0K | 0.12% | +305+2.6% | Added |
| Joel Isaacson & Co., LLC | 11,922 | $318.0K | 0.03% | −89−0.7% | Reduced |
| King Luther Capital Management Corp | 11,971 | $319.0K | 0.00% | +482+4.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,002 | $319.0K | 0.06% | +1,303+12.2% | Added |
| 55I, LLC | 12,023 | $320.0K | 0.01% | +12,023 | New |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $320.0K | 0.65% | +12,000 | New |
| Confluence Wealth Services, Inc. | 12,116 | $322.0K | 0.14% | −222−1.8% | Reduced |
| Fagan Associates, Inc. | 12,131 | $323.0K | 0.09% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,108 | $323.0K | 0.27% | +238+2.0% | Added |