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 |
|---|---|---|---|---|---|
| Bigelow Investment Advisors, LLC | 13,654 | $364.0K | 0.22% | +30.0% | Added |
| Independent Financial Group, LLC | 13,643 | $363.4K | 0.03% | +3,918+40.3% | Added |
| Central Trust Co | 13,606 | $362.0K | 0.01% | −263−1.9% | Reduced |
| Oliver Luxxe Assets LLC | 13,580 | $362.0K | 0.11% | −102−0.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 13,588 | $362.0K | 0.13% | +40.0% | Added |
| Diversified Portfolios, Inc. | 13,500 | $360.0K | 0.10% | −900−6.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,500 | $360.0K | 0.01% | +213+1.6% | Added |
| 180 Wealth Advisors, LLC | 13,516 | $360.0K | 0.10% | +2,541+23.2% | Added |
| Neo Ivy Capital Management | 13,483 | $359.0K | 0.94% | +13,483 | New |
| Gables Capital Management Inc. | 13,450 | $358.0K | 0.29% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 13,409 | $357.0K | 0.13% | −99−0.7% | Reduced |
| McLean Asset Management Corp | 13,342 | $357.0K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 13,368 | $356.0K | 0.03% | −6,294−32.0% | Reduced |
| Trustmark National Bank Trust Department | 13,275 | $354.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 13,301 | $354.0K | 0.03% | +270+2.1% | Added |
| Baker Tilly Wealth Management, LLC | 13,238 | $353.0K | 0.05% | +102+0.8% | Added |
| Formidable Asset Management, LLC | 12,235 | $352.0K | 0.08% | −984−7.4% | Reduced |
| LWM Advisory Services, LLC | 13,170 | $351.0K | 0.40% | +85+0.6% | Added |
| Excalibur Management Corp | 13,071 | $348.0K | 0.19% | −4,500−25.6% | Reduced |
| Bank of Hawaii | 13,008 | $347.0K | 0.02% | −675−4.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 12,827 | $341.0K | 0.03% | +350+2.8% | Added |
| Money Concepts Capital Corp | 12,786 | $341.0K | 0.02% | +5,488+75.2% | Added |
| Merriman Wealth Management, LLC | 12,798 | $341.0K | 0.02% | +12,798 | New |
| Seven Eight Capital, LP | 12,708 | $339.0K | 0.07% | +12,708 | New |
| SRB Corp | 12,704 | $338.0K | 0.02% | −36,411−74.1% | Reduced |
| Soltis Investment Advisors LLC | 12,650 | $337.0K | 0.05% | +24+0.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $336.0K | 0.12% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 12,599 | $336.0K | 0.03% | +5,356+73.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,560 | $335.0K | 0.19% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 12,555 | $334.0K | 0.00% | −2,734−17.9% | Reduced |
| Gamble Jones Investment Counsel | 12,475 | $332.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 12,435 | $331.0K | 0.04% | −238−1.9% | Reduced |
| Black Diamond Financial, LLC | 12,433 | $331.0K | 0.13% | −164−1.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 12,390 | $330.0K | 0.17% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 12,341 | $329.0K | 0.02% | +1,498+13.8% | Added |
| Financial Network Wealth Management LLC | 12,300 | $328.0K | 0.20% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 12,305 | $328.0K | 0.27% | +882+7.7% | Added |
| KCS Wealth Advisory | 12,260 | $327.0K | 0.15% | −225−1.8% | Reduced |
| Epoch Investment Partners, Inc. | 12,228 | $326.0K | 0.00% | +31+0.3% | Added |
| CWM Advisors, LLC | 12,244 | $326.0K | 0.05% | +508+4.3% | Added |
| First Interstate Bank | 12,181 | $325.0K | 0.03% | +225+1.9% | Added |
| Shufro Rose & Co LLC | 12,146 | $324.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Hartline Investment Corp | 12,108 | $323.0K | 0.27% | +12,108 | New |
| Confluence Wealth Services, Inc. | 12,116 | $322.0K | 0.14% | −222−1.8% | Reduced |
| 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 |
| 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 |
| Joel Isaacson & Co., LLC | 11,922 | $318.0K | 0.03% | −89−0.7% | Reduced |
| WNY Asset Management, LLC | 11,861 | $317.0K | 0.12% | +305+2.6% | 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 |
| 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 |
| Souders Financial Advisors | 11,801 | $314.0K | 0.09% | +15+0.1% | 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 |
| 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 |
| Annapolis Financial Services, LLC | 11,657 | $311.0K | 0.11% | +140+1.2% | 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 |
| 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 |
| Mayflower Financial Advisors, LLC | 11,549 | $308.0K | 0.05% | −149−1.3% | 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 |
| Vestmark Advisory Solutions, Inc. | 11,469 | $306.0K | 0.02% | −605−5.0% | Reduced |
| 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 |
| 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 |
| Kaydan Wealth Management, Inc. | 11,349 | $302.3K | 0.17% | 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 |
| Financial Advisors, LLC | 11,289 | $301.0K | 0.10% | 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 |
| 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 |
| 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 |
| Marion Wealth Management | 11,100 | $296.0K | 0.15% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $295.7K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,075 | $295.0K | 0.02% | +511+4.8% | Added |
| 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 |
| Kiley Juergens Wealth Management, LLC | 11,009 | $293.0K | 0.14% | −600−5.2% | 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 |
| Gradient Investments LLC | 10,939 | $291.0K | 0.01% | −129−1.2% | Reduced |
| Connors Investor Services Inc | 10,885 | $290.0K | 0.04% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 10,800 | $288.0K | 0.13% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $287.7K | 0.16% | 00.0% | Unchanged |