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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 8,147 | $217.0K | 0.09% | +300+3.8% | Added |
| Alhambra Investment Partners LLC | 8,130 | $217.0K | 0.16% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 8,160 | $217.0K | 0.03% | +8,160 | New |
| Kovack Advisors, Inc. | 8,105 | $216.0K | 0.03% | −4,077−33.5% | Reduced |
| Tandem Investment Advisors, Inc. | 8,097 | $216.0K | 0.01% | −1,228−13.2% | Reduced |
| NorthRock Partners, LLC | 8,101 | $216.0K | 0.03% | −211−2.5% | Reduced |
| Johnson Midwest Financial, LLC | 8,104 | $216.0K | 0.82% | +16+0.2% | Added |
| McClarren Financial Advisors, Inc. | 8,058 | $214.0K | 0.21% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 7,863 | $214.0K | 0.13% | +243+3.2% | Added |
| Court Place Advisors, LLC | 8,004 | $213.0K | 0.09% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 7,977 | $213.0K | 0.16% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 7,947 | $212.0K | 0.09% | −308−3.7% | Reduced |
| Bridgeworth, LLC | 7,941 | $212.0K | 0.05% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 7,944 | $212.0K | 0.06% | +7,944 | New |
| Twin Tree Management, LP | 7,927 | $211.0K | 0.01% | −213,397−96.4% | Reduced |
| Day & Ennis, LLC | 7,932 | $211.0K | 0.09% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 7,920 | $211.0K | 0.20% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 7,347 | $210.0K | 0.11% | 00.0% | Unchanged |
| Willner & Heller, LLC | 7,868 | $210.0K | 0.34% | −350−4.3% | Reduced |
| Drive Wealth Management, LLC | 7,875 | $210.0K | 0.20% | −208−2.6% | Reduced |
| New Capital Management LP | 7,884 | $210.0K | 0.12% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 7,875 | $210.0K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,836 | $209.0K | 0.18% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,856 | $209.0K | 0.01% | +231+3.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,863 | $209.0K | 0.03% | +1,378+21.2% | Added |
| Texas Yale Capital Corp. | 7,800 | $208.0K | 0.01% | −4,355−35.8% | Reduced |
| Broderick Brian C | 7,800 | $208.0K | 0.07% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 7,817 | $208.0K | 0.07% | +188+2.5% | Added |
| TrinityPoint Wealth, LLC | 7,820 | $208.0K | 0.05% | +255+3.4% | Added |
| Hilltop Holdings Inc. | 7,807 | $208.0K | 0.03% | +751+10.6% | Added |
| Cornerstone Wealth Management, LLC | 7,781 | $207.0K | 0.02% | +7+0.1% | Added |
| TFG Advisers LLC | 7,758 | $207.0K | 0.12% | +10.0% | Added |
| BDO Wealth Advisors, LLC | 7,677 | $205.0K | 0.03% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 7,712 | $205.0K | 0.17% | +7,712 | New |
| Southland Equity Partners LLC | 7,673 | $204.4K | 0.10% | +20.0% | Added |
| Middleton & Co Inc | 7,625 | $203.0K | 0.03% | 00.0% | Unchanged |
| ACG Wealth | 7,618 | $203.0K | 0.05% | +9+0.1% | Added |
| Auxier Asset Management | 7,566 | $202.0K | 0.04% | 00.0% | Unchanged |
| Capital Square, LLC | 7,600 | $202.0K | 0.18% | +100+1.3% | Added |
| Global Retirement Partners, LLC | 6,947 | $202.0K | 0.02% | −374−5.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 7,540 | $201.0K | 0.08% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,509 | $200.0K | 0.03% | −125−1.6% | Reduced |
| Thomasville National Bank | 7,524 | $200.0K | 0.02% | −85−1.1% | Reduced |
| Meridian Wealth Advisors, LLC | 7,500 | $200.0K | 0.06% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $200.0K | 0.24% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,464 | $199.0K | 0.10% | −20−0.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,450 | $198.0K | 0.06% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 7,370 | $196.0K | 0.19% | −4,414−37.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,200 | $192.0K | 0.11% | +1,800+33.3% | Added |
| Bray Capital Advisors | 7,155 | $191.0K | 0.06% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7,183 | $191.0K | 0.14% | +161+2.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 5,611 | $190.0K | 0.03% | +5,611 | New |
| Hazlett, Burt & Watson, Inc. | 7,052 | $188.0K | 0.18% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,954 | $185.3K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6,928 | $185.0K | 0.12% | −3,980−36.5% | Reduced |
| Silver Oak Securities, Inc | 6,003 | $184.6K | 0.04% | +6,003 | New |
| Old Second National Bank of Aurora | 6,850 | $182.0K | 0.06% | −105−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,493 | $173.0K | 0.01% | +3,985+158.9% | Added |
| Northwest Investment Counselors, LLC | 6,469 | $172.0K | 0.06% | +10.0% | Added |
| Ten Capital Wealth Advisors, LLC | 6,361 | $169.0K | 0.08% | 00.0% | Unchanged |
| United Community Bank | 6,320 | $168.4K | 0.18% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 6,291 | $168.0K | 0.19% | −5,438−46.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,969 | $159.0K | 0.04% | −673−10.1% | Reduced |
| First Personal Financial Services | 5,952 | $159.0K | 0.05% | +450+8.2% | Added |
| Ellis Investment Partners, LLC | 5,823 | $155.0K | 0.04% | +17+0.3% | Added |
| Quent Capital, LLC | 5,830 | $155.0K | 0.03% | +716+14.0% | Added |
| Larson Financial Group LLC | 5,822 | $155.0K | 0.02% | +4,535+352.4% | Added |
| Alta Advisers Ltd | 5,800 | $155.0K | 0.10% | +5,800 | New |
| Valley National Advisers Inc | 5,313 | $151.0K | 0.03% | +211+4.1% | Added |
| Creative Financial Designs Inc | 5,612 | $150.0K | 0.02% | +12+0.2% | Added |
| Independence Bank of Kentucky | 5,555 | $148.0K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,399 | $144.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,393 | $144.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 5,174 | $138.0K | 0.13% | +16+0.3% | Added |
| Axiom Investment Management LLC | 5,009 | $132.0K | 0.26% | −11,153−69.0% | Reduced |
| Harbour Investments, Inc. | 4,498 | $131.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 4,895 | $130.0K | 0.01% | −4,275−46.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 4,815 | $128.0K | 0.13% | +3+0.1% | Added |
| TD Ameritrade Investment Management, LLC | 4,785 | $127.0K | 0.00% | −1,886−28.3% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,751 | $127.0K | 0.05% | +15+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 4,490 | $120.0K | 0.07% | +406+9.9% | Added |
| Plante Moran Financial Advisors, LLC | 4,410 | $117.0K | 0.02% | −188−4.1% | Reduced |
| Hanson & Doremus Investment Management | 4,339 | $116.0K | 0.03% | −110−2.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,350 | $116.0K | 0.08% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,200 | $112.0K | 0.10% | +4,200 | New |
| Country Trust Bank | 4,185 | $111.0K | 0.00% | −30−0.7% | Reduced |
| FAI Wealth Management | 4,170 | $111.0K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4,094 | $109.0K | 0.03% | +1,140+38.6% | Added |
| DT Investment Partners, LLC | 4,050 | $108.0K | 0.02% | +4,050 | New |
| Tradition Wealth Management, LLC | 3,915 | $104.0K | 0.02% | +15+0.4% | Added |
| Benjamin Edwards Inc | 3,920 | $104.0K | 0.03% | +280+7.7% | Added |
| McIlrath & Eck, LLC | 3,821 | $102.0K | 0.03% | +369+10.7% | Added |
| Financial Management Professionals, Inc. | 3,599 | $96.0K | 0.02% | −909−20.2% | Reduced |
| Eagle Bay Advisors LLC | 3,560 | $95.0K | 0.06% | 00.0% | Unchanged |
| Lee Financial Co | 3,395 | $91.0K | 0.02% | +245+7.8% | Added |
| Carolinas Wealth Consulting LLC | 14,326 | $91.0K | 0.02% | +694+5.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,254 | $87.0K | 0.00% | +8+0.2% | Added |
| Hexagon Capital Partners LLC | 3,201 | $85.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,114 | $83.0K | 0.00% | −13,513−81.3% | Reduced |
| NewSquare Capital LLC | 3,000 | $80.0K | 0.01% | +3,000 | New |