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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 17,410 | $464.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 17,400 | $464.0K | 0.20% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 17,370 | $463.0K | 0.24% | +150+0.9% | Added |
| XTX Topco Ltd | 17,383 | $463.0K | 0.11% | +17,383 | New |
| Balentine LLC | 17,299 | $461.0K | 0.02% | +4,067+30.7% | Added |
| Asset Dedication, LLC | 17,305 | $461.0K | 0.05% | +17,305 | New |
| TD Private Client Wealth LLC | 17,144 | $456.7K | 0.02% | +537+3.2% | Added |
| Walker Asset Management, LLC | 17,109 | $456.0K | 0.41% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 17,001 | $453.0K | 0.08% | −15,071−47.0% | Reduced |
| Hillsdale Investment Management Inc. | 17,000 | $453.0K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 16,941 | $451.0K | 0.03% | +827+5.1% | Added |
| Tillar-Wenstrup Advisors, LLC | 16,890 | $450.0K | 0.22% | 00.0% | Unchanged |
| Estabrook Capital Management | 16,875 | $449.6K | 0.08% | −150−0.9% | Reduced |
| Mystic Asset Management, Inc. | 16,863 | $449.0K | 0.29% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 16,769 | $447.0K | 0.05% | −26−0.2% | Reduced |
| First Commonwealth Financial Corp | 16,714 | $445.0K | 0.19% | −3,422−17.0% | Reduced |
| Parkside Financial Bank & Trust | 16,528 | $440.0K | 0.14% | +586+3.7% | Added |
| CAPROCK Group, Inc. | 16,480 | $439.0K | 0.04% | +1,694+11.5% | Added |
| Tradewinds, LLC. | 16,428 | $438.0K | 0.32% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 16,394 | $437.0K | 0.17% | 00.0% | Unchanged |
| Horan Securities, Inc. | 16,404 | $437.0K | 0.27% | +5,059+44.6% | Added |
| Platform Technology Partners | 16,366 | $436.0K | 0.25% | −150−0.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 16,326 | $435.0K | 0.07% | +10.0% | Added |
| Brandywine Oak Private Wealth LLC | 16,323 | $434.0K | 0.06% | −60−0.4% | Reduced |
| NTV Asset Management LLC | 16,251 | $433.0K | 0.09% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 16,257 | $433.0K | 0.10% | +400+2.5% | Added |
| Belpointe Asset Management LLC | 16,253 | $433.0K | 0.03% | +5,850+56.2% | Added |
| Indiana Trust & Investment Management CO | 16,125 | $430.0K | 0.26% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 16,098 | $429.0K | 0.08% | +10.0% | Added |
| Clark Capital Management Group, Inc. | 16,070 | $428.0K | 0.01% | +337+2.1% | Added |
| Smith, Salley & Associates | 16,025 | $427.0K | 0.04% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 16,020 | $427.0K | 0.18% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15,985 | $426.0K | 0.18% | −4,447−21.8% | Reduced |
| Johnson Financial Group, Inc. | 14,671 | $425.0K | 0.04% | −884−5.7% | Reduced |
| JGP Wealth Management, LLC | 15,893 | $425.0K | 0.09% | +330+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 15,870 | $424.0K | 0.04% | −491−3.0% | Reduced |
| Lido Advisors, LLC | 15,878 | $422.0K | 0.01% | +158+1.0% | Added |
| Aptus Capital Advisors, LLC | 15,835 | $422.0K | 0.01% | +7,968+101.3% | Added |
| Zions Bancorporation, N.A. | 15,807 | $421.0K | 0.04% | +875+5.9% | Added |
| Successful Portfolios LLC | 15,762 | $420.0K | 0.30% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 15,418 | $419.0K | 0.01% | −5,164−25.1% | Reduced |
| Financial Architects, Inc | 15,606 | $416.0K | 0.07% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 15,584 | $415.0K | 0.08% | +53+0.3% | Added |
| Wintrust Investments LLC | 15,523 | $414.0K | 0.05% | +11+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 15,465 | $412.0K | 0.04% | −40.0% | Reduced |
| Quadrant Capital Group LLC | 15,462 | $412.0K | 0.05% | +1,550+11.1% | Added |
| HBK Sorce Advisory LLC | 15,415 | $411.0K | 0.03% | +2,300+17.5% | Added |
| Fort Pitt Capital Group, LLC | 15,381 | $410.0K | 0.02% | −3,719−19.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,398 | $410.0K | 0.34% | −570−3.6% | Reduced |
| FRG Family Wealth Advisors LLC | 15,360 | $409.0K | 0.10% | +60+0.4% | Added |
| Principle Wealth Partners LLC | 15,329 | $408.0K | 0.05% | −510−3.2% | Reduced |
| NCM Capital Management, LLC | 15,300 | $408.0K | 0.31% | 00.0% | Unchanged |
| Stonnington Group, LLC | 14,535 | $406.0K | 0.11% | +2,000+16.0% | Added |
| Leonteq Securities AG | 15,173 | $404.2K | 0.02% | +9,602+172.4% | Added |
| Everett Harris & Co | 15,176 | $404.0K | 0.01% | −150−1.0% | Reduced |
| Perigon Wealth Management, LLC | 15,127 | $403.0K | 0.03% | +4,551+43.0% | Added |
| MidWestOne Financial Group, Inc. | 15,036 | $401.0K | 0.10% | 00.0% | Unchanged |
| Bangor Savings Bank | 14,996 | $400.0K | 0.05% | +200+1.4% | Added |
| Magnolia Capital Management Ltd | 14,895 | $397.0K | 0.41% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 14,903 | $397.0K | 0.10% | +463+3.2% | Added |
| Collective Family Office LLC | 14,867 | $396.0K | 0.20% | −580−3.8% | Reduced |
| Parallel Advisors, LLC | 14,878 | $396.0K | 0.02% | +1,631+12.3% | Added |
| TBH Global Asset Management, LLC | 14,841 | $395.0K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,741 | $393.0K | 0.01% | +70.0% | Added |
| Canal Capital Management, LLC | 14,712 | $392.0K | 0.11% | +18+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,704 | $392.0K | 0.02% | +144+1.0% | Added |
| Secure Asset Management, LLC | 14,679 | $391.0K | 0.22% | −112−0.8% | Reduced |
| Advisory Alpha, LLC | 14,633 | $390.0K | 0.03% | −4,309−22.7% | Reduced |
| Davis R M Inc | 14,643 | $390.0K | 0.01% | +951+6.9% | Added |
| Mairs & Power Inc | 14,587 | $389.0K | 0.00% | −1,420−8.9% | Reduced |
| Advisors Asset Management, Inc. | 14,604 | $389.0K | 0.01% | −500−3.3% | Reduced |
| CFM Wealth Partners LLC | 14,596 | $389.0K | 0.12% | +14,596 | New |
| OneAscent Wealth Management LLC | 14,556 | $388.0K | 0.20% | +317+2.2% | Added |
| Holderness Investments Co | 14,512 | $387.0K | 0.18% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14,486 | $386.0K | 0.03% | −1,752−10.8% | Reduced |
| First National Trust Co | 14,491 | $386.0K | 0.02% | −1,339−8.5% | Reduced |
| Sentry Investment Management LLC | 14,485 | $386.0K | 0.18% | −758−5.0% | Reduced |
| Bridgefront Capital, LLC | 14,448 | $385.0K | 0.39% | +6,906+91.6% | Added |
| FC Advisory LLC | 14,400 | $384.0K | 0.19% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,407 | $384.0K | 0.00% | −170−1.2% | Reduced |
| NBT Bank N A | 14,370 | $383.0K | 0.06% | −498−3.3% | Reduced |
| Ambassador Advisors, LLC | 14,252 | $380.0K | 0.09% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 14,220 | $379.0K | 0.12% | +14,220 | New |
| Northwest Bancshares, Inc. | 14,201 | $378.0K | 0.09% | −150−1.0% | Reduced |
| 1st Source Bank | 14,192 | $378.0K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 14,157 | $377.0K | 0.60% | −22,406−61.3% | Reduced |
| Triad Financial Advisors, Inc. | 14,118 | $376.0K | 0.20% | +34+0.2% | Added |
| Petrus Trust Company, LTA | 14,092 | $375.0K | 0.05% | +14,092 | New |
| Marathon Capital Management | 14,048 | $374.0K | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 14,043 | $374.0K | 0.01% | 00.0% | Unchanged |
| CPWM, LLC | 13,996 | $373.0K | 0.04% | −372−2.6% | Reduced |
| Harvey Investment Co LLC | 13,986 | $373.0K | 0.05% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 13,952 | $372.0K | 0.02% | −1,503−9.7% | Reduced |
| St Germain D J Co Inc | 12,771 | $371.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 13,903 | $370.0K | 0.01% | −3,785−21.4% | Reduced |
| IVC Wealth Advisors LLC | 13,879 | $370.0K | 0.30% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 13,844 | $369.0K | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,800 | $368.0K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 13,794 | $367.0K | 0.02% | −387−2.7% | Reduced |
| Traynor Capital Management, Inc. | 13,716 | $365.0K | 0.07% | +4,067+42.1% | Added |