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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
Hartline Investment Corp12,108$323.0K0.27%+12,108New
Shufro Rose & Co LLC12,146$324.0K0.03%00.0%Unchanged
First Interstate Bank12,181$325.0K0.03%+225+1.9%Added
Epoch Investment Partners, Inc.12,228$326.0K0.00%+31+0.3%Added
CWM Advisors, LLC12,244$326.0K0.05%+508+4.3%Added
KCS Wealth Advisory12,260$327.0K0.15%−225−1.8%Reduced
Financial Network Wealth Management LLC12,300$328.0K0.20%00.0%Unchanged
First Capital Advisors Group, LLC.12,305$328.0K0.27%+882+7.7%Added
Ameritas Advisory Services, LLC12,341$329.0K0.02%+1,498+13.8%Added
Westbourne Investment Advisors, Inc.12,390$330.0K0.17%00.0%Unchanged
Meridian Wealth Management, LLC12,435$331.0K0.04%−238−1.9%Reduced
Black Diamond Financial, LLC12,433$331.0K0.13%−164−1.3%Reduced
Gamble Jones Investment Counsel12,475$332.0K0.03%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund12,555$334.0K0.00%−2,734−17.9%Reduced
Wiley Bros.-Aintree Capital, LLC12,560$335.0K0.19%00.0%Unchanged
Edmonds Duncan Registered Investment Advisors, LLC12,600$336.0K0.12%00.0%Unchanged
Schechter Investment Advisors, LLC12,599$336.0K0.03%+5,356+73.9%Added
Soltis Investment Advisors LLC12,650$337.0K0.05%+24+0.2%Added
SRB Corp12,704$338.0K0.02%−36,411−74.1%Reduced
Seven Eight Capital, LP12,708$339.0K0.07%+12,708New
Baltimore-Washington Financial Advisors, Inc.12,827$341.0K0.03%+350+2.8%Added
Money Concepts Capital Corp12,786$341.0K0.02%+5,488+75.2%Added
Merriman Wealth Management, LLC12,798$341.0K0.02%+12,798New
Bank of Hawaii13,008$347.0K0.02%−675−4.9%Reduced
Excalibur Management Corp13,071$348.0K0.19%−4,500−25.6%Reduced
LWM Advisory Services, LLC13,170$351.0K0.40%+85+0.6%Added
Formidable Asset Management, LLC12,235$352.0K0.08%−984−7.4%Reduced
Baker Tilly Wealth Management, LLC13,238$353.0K0.05%+102+0.8%Added
Trustmark National Bank Trust Department13,275$354.0K0.03%00.0%Unchanged
Centaurus Financial, Inc.13,301$354.0K0.03%+270+2.1%Added
Nwam LLC13,368$356.0K0.03%−6,294−32.0%Reduced
Relyea Zuckerberg Hanson LLC13,409$357.0K0.13%−99−0.7%Reduced
McLean Asset Management Corp13,342$357.0K0.14%00.0%Unchanged
Gables Capital Management Inc.13,450$358.0K0.29%00.0%Unchanged
Neo Ivy Capital Management13,483$359.0K0.94%+13,483New
Diversified Portfolios, Inc.13,500$360.0K0.10%−900−6.3%Reduced
Cullen/Frost Bankers, Inc.13,500$360.0K0.01%+213+1.6%Added
180 Wealth Advisors, LLC13,516$360.0K0.10%+2,541+23.2%Added
Central Trust Co13,606$362.0K0.01%−263−1.9%Reduced
Oliver Luxxe Assets LLC13,580$362.0K0.11%−102−0.7%Reduced
Cutter & CO Brokerage, Inc.13,588$362.0K0.13%+40.0%Added
Independent Financial Group, LLC13,643$363.4K0.03%+3,918+40.3%Added
Bigelow Investment Advisors, LLC13,654$364.0K0.22%+30.0%Added
Traynor Capital Management, Inc.13,716$365.0K0.07%+4,067+42.1%Added
Avantax Planning Partners, Inc.13,794$367.0K0.02%−387−2.7%Reduced
Mountain Pacific Investment Advisers Inc13,800$368.0K0.03%00.0%Unchanged
Mission Wealth Management, LP13,844$369.0K0.02%00.0%Unchanged
First Citizens Bank & Trust Co13,903$370.0K0.01%−3,785−21.4%Reduced
IVC Wealth Advisors LLC13,879$370.0K0.30%00.0%Unchanged
St Germain D J Co Inc12,771$371.0K0.02%00.0%Unchanged
KCM Investment Advisors LLC13,952$372.0K0.02%−1,503−9.7%Reduced
CPWM, LLC13,996$373.0K0.04%−372−2.6%Reduced
Harvey Investment Co LLC13,986$373.0K0.05%00.0%Unchanged
Marathon Capital Management14,048$374.0K0.11%00.0%Unchanged
Evercore Wealth Management, LLC14,043$374.0K0.01%00.0%Unchanged
Petrus Trust Company, LTA14,092$375.0K0.05%+14,092New
Triad Financial Advisors, Inc.14,118$376.0K0.20%+34+0.2%Added
Wealth Enhancement & Preservation of GA, LLC14,157$377.0K0.60%−22,406−61.3%Reduced
Northwest Bancshares, Inc.14,201$378.0K0.09%−150−1.0%Reduced
1st Source Bank14,192$378.0K0.03%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.14,220$379.0K0.12%+14,220New
Ambassador Advisors, LLC14,252$380.0K0.09%00.0%Unchanged
NBT Bank N A14,370$383.0K0.06%−498−3.3%Reduced
FC Advisory LLC14,400$384.0K0.19%00.0%Unchanged
Cresset Asset Management, LLC14,407$384.0K0.00%−170−1.2%Reduced
Bridgefront Capital, LLC14,448$385.0K0.39%+6,906+91.6%Added
CoreCap Advisors, LLC14,486$386.0K0.03%−1,752−10.8%Reduced
First National Trust Co14,491$386.0K0.02%−1,339−8.5%Reduced
Sentry Investment Management LLC14,485$386.0K0.18%−758−5.0%Reduced
Holderness Investments Co14,512$387.0K0.18%00.0%Unchanged
OneAscent Wealth Management LLC14,556$388.0K0.20%+317+2.2%Added
Mairs & Power Inc14,587$389.0K0.00%−1,420−8.9%Reduced
Advisors Asset Management, Inc.14,604$389.0K0.01%−500−3.3%Reduced
CFM Wealth Partners LLC14,596$389.0K0.12%+14,596New
Advisory Alpha, LLC14,633$390.0K0.03%−4,309−22.7%Reduced
Davis R M Inc14,643$390.0K0.01%+951+6.9%Added
Secure Asset Management, LLC14,679$391.0K0.22%−112−0.8%Reduced
Canal Capital Management, LLC14,712$392.0K0.11%+18+0.1%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management14,704$392.0K0.02%+144+1.0%Added
Capital Investment Advisors, LLC14,741$393.0K0.01%+70.0%Added
TBH Global Asset Management, LLC14,841$395.0K0.10%00.0%Unchanged
Collective Family Office LLC14,867$396.0K0.20%−580−3.8%Reduced
Parallel Advisors, LLC14,878$396.0K0.02%+1,631+12.3%Added
Magnolia Capital Management Ltd14,895$397.0K0.41%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC14,903$397.0K0.10%+463+3.2%Added
Bangor Savings Bank14,996$400.0K0.05%+200+1.4%Added
MidWestOne Financial Group, Inc.15,036$401.0K0.10%00.0%Unchanged
Perigon Wealth Management, LLC15,127$403.0K0.03%+4,551+43.0%Added
Everett Harris & Co15,176$404.0K0.01%−150−1.0%Reduced
Leonteq Securities AG15,173$404.2K0.02%+9,602+172.4%Added
Stonnington Group, LLC14,535$406.0K0.11%+2,000+16.0%Added
Principle Wealth Partners LLC15,329$408.0K0.05%−510−3.2%Reduced
NCM Capital Management, LLC15,300$408.0K0.31%00.0%Unchanged
FRG Family Wealth Advisors LLC15,360$409.0K0.10%+60+0.4%Added
Fort Pitt Capital Group, LLC15,381$410.0K0.02%−3,719−19.5%Reduced
Burke & Herbert Bank & Trust Co15,398$410.0K0.34%−570−3.6%Reduced
HBK Sorce Advisory LLC15,415$411.0K0.03%+2,300+17.5%Added
McKinley Carter Wealth Services, Inc.15,465$412.0K0.04%−40.0%Reduced
Quadrant Capital Group LLC15,462$412.0K0.05%+1,550+11.1%Added
Wintrust Investments LLC15,523$414.0K0.05%+11+0.1%Added