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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 27,955 | $745.0K | 0.13% | +1,742+6.6% | Added |
| Adirondack Trust Co | 28,126 | $749.0K | 0.42% | +1,846+7.0% | Added |
| Northstar Group, Inc. | 28,422 | $757.0K | 0.23% | +510+1.8% | Added |
| Arkadios Wealth Advisors | 28,431 | $757.0K | 0.12% | +1,739+6.5% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $759.0K | 0.29% | −28,500−100.0% | Reduced |
| Westfield Capital Management Co LP | 28,590 | $762.0K | 0.01% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 28,773 | $767.0K | 0.01% | +83+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 28,958 | $771.0K | 0.09% | +3,975+15.9% | Added |
| Morse Asset Management, Inc | 28,980 | $772.0K | 0.29% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 29,070 | $774.0K | 0.22% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 29,050 | $774.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 29,082 | $775.0K | 0.09% | −2,061−6.6% | Reduced |
| Peoples Bank | 29,113 | $776.0K | 0.52% | −131−0.4% | Reduced |
| Sawtooth Solutions, LLC | 29,149 | $777.0K | 0.11% | −2,397−7.6% | Reduced |
| Clarius Group, LLC | 29,184 | $777.0K | 0.08% | −1,042−3.4% | Reduced |
| XML Financial, LLC | 29,155 | $777.0K | 0.11% | +29,155 | New |
| Howland Capital Management LLC | 29,208 | $778.0K | 0.05% | +2,042+7.5% | Added |
| Orion Portfolio Solutions, LLC | 29,225 | $779.0K | 0.03% | +2,025+7.4% | Added |
| Checchi Capital Advisers, LLC | 29,276 | $780.0K | 0.09% | +2,439+9.1% | Added |
| Private Trust Co NA | 29,454 | $785.0K | 0.13% | −178−0.6% | Reduced |
| Main Street Financial Solutions, LLC | 29,535 | $787.0K | 0.13% | −516−1.7% | Reduced |
| Fruth Investment Management | 29,600 | $788.0K | 0.26% | 00.0% | Unchanged |
| First National Bank of South Miami | 29,628 | $789.0K | 0.61% | 00.0% | Unchanged |
| Vista Investment Management | 29,611 | $789.0K | 0.49% | −30−0.1% | Reduced |
| Engrave Wealth Partners LLC | 29,663 | $790.0K | 0.37% | +20.0% | Added |
| Symmetry Partners, LLC | 29,885 | $796.0K | 0.05% | +1,417+5.0% | Added |
| Unio Capital LLC | 29,990 | $799.0K | 0.48% | −1,930−6.0% | Reduced |
| Harbor Advisors LLC | 30,000 | $799.0K | 0.21% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 30,107 | $802.0K | 0.02% | −31,122−50.8% | Reduced |
| Deseret Mutual Benefit Administrators | 30,117 | $802.0K | 0.23% | −6,163−17.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,166 | $804.0K | 0.08% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 30,209 | $805.0K | 0.66% | +85+0.3% | Added |
| PBMares Wealth Management LLC | 30,271 | $806.0K | 0.35% | +20.0% | Added |
| Quadrature Capital Ltd | 30,371 | $809.0K | 0.03% | −144,640−82.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,401 | $810.0K | 0.07% | +3,338+12.3% | Added |
| Equitable Holdings, Inc. | 30,541 | $814.0K | 0.02% | +542+1.8% | Added |
| Systematic Financial Management LP | 30,600 | $815.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Management | 30,689 | $818.0K | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 31,313 | $834.0K | 0.11% | +28+0.1% | Added |
| Wealthspire Advisors, LLC | 31,371 | $836.0K | 0.02% | +6,117+24.2% | Added |
| Kore Private Wealth LLC | 31,709 | $845.0K | 0.15% | +19+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 31,730 | $845.0K | 0.07% | +3,515+12.5% | Added |
| StoneX Group Inc. | 31,734 | $845.4K | 0.12% | +468+1.5% | Added |
| Kanawha Capital Management LLC | 31,767 | $846.0K | 0.09% | −11,453−26.5% | Reduced |
| Heartland Bank & Trust Co | 31,743 | $846.0K | 0.81% | −535−1.7% | Reduced |
| Sage Investment Advisers LLC | 31,814 | $848.0K | 1.34% | +10.0% | Added |
| Sawgrass Asset Management LLC | 31,991 | $852.0K | 0.12% | −545−1.7% | Reduced |
| Metis Global Partners, LLC | 32,131 | $856.0K | 0.14% | −648−2.0% | Reduced |
| Washington Trust Co | 32,183 | $857.0K | 0.04% | −106−0.3% | Reduced |
| Valeo Financial Advisors, LLC | 32,201 | $858.0K | 0.05% | +1,141+3.7% | Added |
| Wellington Shields & Co., LLC | 32,230 | $859.0K | 0.37% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 32,240 | $859.0K | 0.63% | +1,150+3.7% | Added |
| Seeyond | 32,283 | $860.0K | 0.10% | −1,213−3.6% | Reduced |
| Park Avenue Securities LLC | 32,271 | $860.0K | 0.02% | +26+0.1% | Added |
| CIBC World Markets Corp | 32,490 | $866.0K | 0.01% | −240,475−88.1% | Reduced |
| Cadinha & Co LLC | 32,551 | $867.0K | 0.29% | −4,110−11.2% | Reduced |
| Wendell David Associates Inc | 32,729 | $872.0K | 0.12% | −2,175−6.2% | Reduced |
| Aquatic Capital Management LLC | 32,900 | $876.0K | 0.09% | +4,300+15.0% | Added |
| Valmark Advisers, Inc. | 32,918 | $877.0K | 0.02% | −50−0.2% | Reduced |
| MUFG Americas Holdings Corp | 33,145 | $883.0K | 0.02% | 00.0% | Unchanged |
| Maven Securities LTD | 33,269 | $886.0K | 0.04% | +33,269 | New |
| Cumberland Partners Ltd | 33,500 | $892.0K | 0.09% | +14,000+71.8% | Added |
| Sovereign Financial Group, Inc. | 33,704 | $898.0K | 0.36% | −309−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 33,706 | $898.0K | 0.02% | +11,496+51.8% | Added |
| Citizens Financial Group Inc | 33,881 | $903.0K | 0.04% | +1,465+4.5% | Added |
| Caxton Associates LP | 34,060 | $907.0K | 0.16% | +12,196+55.8% | Added |
| Biltmore Wealth Management, LLC | 34,108 | $909.0K | 0.42% | −2,868−7.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 34,434 | $917.0K | 0.70% | +213+0.6% | Added |
| Boyd Watterson Asset Management LLC | 34,467 | $918.0K | 0.42% | −90.0% | Reduced |
| First Hawaiian Bank | 34,534 | $920.0K | 0.04% | −253−0.7% | Reduced |
| Colonial Trust Co | 34,576 | $921.0K | 0.29% | +34,576 | New |
| Wipfli Financial Advisors LLC, | 34,666 | $924.0K | 0.06% | +34,666 | New |
| SkyOak Wealth, LLC | 34,725 | $925.0K | 0.33% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 34,738 | $925.0K | 0.26% | +21,110+154.9% | Added |
| Resources Investment Advisors, LLC. | 34,849 | $928.0K | 0.03% | +1,248+3.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 33,673 | $936.8K | 0.21% | 00.0% | Unchanged |
| Pitcairn Co | 35,297 | $940.0K | 0.10% | +1,675+5.0% | Added |
| Carmel Capital Partners, LLC | 35,279 | $940.0K | 0.91% | +1,963+5.9% | Added |
| WealthBridge Capital Management, LLC | 32,400 | $942.0K | 0.40% | 00.0% | Unchanged |
| Diversified Trust Co | 35,464 | $945.0K | 0.04% | +6,337+21.8% | Added |
| Boothbay Fund Management, LLC | 35,568 | $948.0K | 0.03% | −83,074−70.0% | Reduced |
| SkyView Investment Advisors, LLC | 35,744 | $952.0K | 0.28% | +4,742+15.3% | Added |
| Linscomb & Williams, Inc. | 35,911 | $957.0K | 0.06% | −200−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 35,918 | $957.0K | 0.16% | +167+0.5% | Added |
| Modera Wealth Management, LLC | 35,952 | $958.0K | 0.05% | −532−1.5% | Reduced |
| Terra Nova Asset Management LLC | 35,945 | $958.0K | 1.05% | +52+0.1% | Added |
| Weil Company, Inc. | 36,000 | $959.0K | 0.59% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 36,000 | $959.0K | 0.24% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 36,257 | $965.0K | 0.18% | −1,405−3.7% | Reduced |
| Chatham Capital Group, Inc. | 36,216 | $965.0K | 0.24% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 36,214 | $965.0K | 0.11% | +1,670+4.8% | Added |
| Federated Hermes, Inc. | 36,467 | $971.0K | 0.00% | −5,361−12.8% | Reduced |
| Lynch & Associates | 36,489 | $972.0K | 0.28% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 34,288 | $974.0K | 0.15% | −400−1.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 36,600 | $975.0K | 0.47% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 36,651 | $976.0K | 0.72% | +30.0% | Added |
| Verition Fund Management LLC | 36,906 | $983.0K | 0.01% | −53,948−59.4% | Reduced |
| MAI Capital Management | 37,015 | $986.0K | 0.02% | +3,534+10.6% | Added |
| Nations Financial Group Inc, | 37,512 | $999.0K | 0.14% | −788−2.1% | Reduced |
| Sheets Smith Wealth Management | 37,556 | $1.00M | 0.17% | +100.0% | Added |