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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| CWA Asset Management Group, LLC | 10,634 | $283.0K | 0.03% | +2,436+29.7% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Personal Capital Advisors Corp | 10,367 | $276.0K | 0.00% | +3,470+50.3% | Added |
| 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 |
| Sage Capital Advisors,llc | 10,292 | $274.0K | 0.14% | +10,292 | New |
| Kozak & Associates, Inc. | 10,281 | $273.0K | 0.17% | +35+0.3% | Added |
| Northeast Financial Consultants Inc | 10,200 | $272.0K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,190 | $271.0K | 0.05% | +376+3.8% | 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 |
| 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 |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 9,948 | $265.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Providence Capital Advisors, LLC | 9,767 | $260.0K | 0.08% | 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 |
| Caldwell Trust Co | 9,705 | $258.5K | 0.04% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 9,613 | $256.0K | 0.28% | −685−6.7% | Reduced |
| Cipher Capital LP | 9,551 | $254.0K | 0.04% | −61,105−86.5% | Reduced |
| Forte Capital LLC | 9,480 | $253.0K | 0.05% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 9,451 | $252.0K | 0.00% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 9,406 | $251.0K | 0.22% | −494−5.0% | Reduced |
| LexAurum Advisors, LLC | 9,397 | $250.0K | 0.10% | +9,397 | New |
| Capital Investment Counsel, Inc | 9,360 | $249.0K | 0.07% | −1,926−17.1% | Reduced |
| Montag A & Associates Inc | 9,300 | $248.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 9,324 | $248.0K | 0.07% | +10.0% | Added |
| Comerica Securities,inc. | 9,276 | $247.0K | 0.02% | −496−5.1% | Reduced |
| Berger Financial Group, Inc | 9,274 | $247.0K | 0.04% | −385−4.0% | Reduced |
| Sittner & Nelson, LLC | 9,286 | $247.0K | 0.17% | −59−0.6% | Reduced |
| Angeles Wealth Management, LLC | 9,260 | $247.0K | 0.05% | +220+2.4% | Added |
| David Loasby | 9,256 | $246.0K | 0.04% | 00.0% | Unchanged |
| Farmers National Bank | 9,218 | $245.6K | 0.10% | −400−4.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 9,147 | $244.0K | 0.17% | −1,233−11.9% | Reduced |
| Sage Private Wealth Group, LLC | 9,120 | $243.0K | 0.32% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 9,030 | $241.0K | 0.05% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 9,000 | $240.0K | 0.08% | 00.0% | Unchanged |
| Burleson & Company, LLC | 9,000 | $240.0K | 0.05% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 9,008 | $240.0K | 0.12% | +9,008 | New |
| State of Wyoming | 8,988 | $239.0K | 0.12% | −4,273−32.2% | Reduced |
| Allred Capital Management, LLC | 8,996 | $239.0K | 0.15% | +7+0.1% | Added |
| IFG Advisors, LLC | 8,976 | $239.0K | 0.12% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 8,963 | $239.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 8,946 | $239.0K | 0.00% | +8,946 | New |
| Trust Co of Toledo NA | 8,902 | $237.0K | 0.05% | −1,439−13.9% | Reduced |
| Concord Wealth Partners | 8,901 | $237.0K | 0.08% | +10.0% | Added |
| Trustcore Financial Services, LLC | 8,828 | $235.0K | 0.02% | −489−5.2% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $234.0K | 0.09% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 8,700 | $232.0K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 8,701 | $232.0K | 0.05% | +8,701 | New |
| Dakota Wealth Management | 8,690 | $231.0K | 0.02% | −955−9.9% | Reduced |
| Live Oak Private Wealth LLC | 8,689 | $231.0K | 0.05% | 00.0% | Unchanged |
| Tufton Capital Management | 8,700 | $231.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 8,648 | $231.0K | 0.02% | +668+8.4% | Added |
| Stelac Advisory Services LLC | 8,651 | $230.0K | 0.10% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 8,636 | $230.0K | 0.12% | +40+0.5% | Added |
| Klingman & Associates, LLC | 8,614 | $229.0K | 0.02% | −36−0.4% | Reduced |
| Douglas Lane & Associates, LLC | 8,549 | $228.0K | 0.00% | −582−6.4% | Reduced |
| PFG Advisors | 8,550 | $228.0K | 0.03% | +12+0.1% | Added |
| Fortress Wealth Group, LLC | 8,570 | $228.0K | 0.17% | +648+8.2% | Added |
| First Command Bank | 8,533 | $227.0K | 0.03% | +37+0.4% | Added |
| First Command Financial Services, Inc. | 8,533 | $227.0K | 0.03% | +37+0.4% | Added |
| Martingale Asset Management L P | 8,504 | $227.0K | 0.00% | +8,504 | New |
| Quantinno Capital Management LP | 8,528 | $227.0K | 0.03% | +8,528 | New |
| Traphagen Investment Advisors LLC | 8,511 | $226.7K | 0.04% | +8+0.1% | Added |
| Mirabella Financial Services LLP | 8,251 | $224.0K | 0.02% | −26,253−76.1% | Reduced |
| Congress Wealth Management LLC | 8,331 | $222.0K | 0.01% | −550−6.2% | Reduced |
| BNC Wealth Management, LLC | 8,343 | $222.0K | 0.13% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8,299 | $221.0K | 0.06% | +796+10.6% | Added |
| Rosenberg Matthew Hamilton | 8,261 | $220.0K | 0.09% | +372+4.7% | Added |
| Kendall Capital Management | 8,224 | $219.0K | 0.13% | 00.0% | Unchanged |
| Clear Street Markets LLC | 8,233 | $219.0K | 0.04% | +8,233 | New |
| Sabal Trust CO | 8,189 | $218.0K | 0.02% | −10,111−55.3% | Reduced |
| Navellier & Associates Inc | 8,200 | $218.0K | 0.05% | −1,200−12.8% | Reduced |
| Selective Wealth Management, Inc. | 8,196 | $218.0K | 0.09% | −600−6.8% | Reduced |