CSX Corp

CSX

Exchange: Nasdaq
Industry: Railroads, Line-Haul Operating
SEC CIK: 0000277948

SEC filings (opens in a new tab)

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, Q4 2022

Institutional positions in CSX Corp as of Dec 31, 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: 1,517; +106 vs. Q3 2022
Shares held: 1.52B; −23.5M (−1.5%) vs. Q3 2022
Total value: $47.1B; +$5.86B (+14.2%) vs. Q3 2022
New holders: 204; 481 more added
Sold out: 98; 539 more reduced

32 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,517 institutions

Value heldQ4 2022: $47.1B

Institutions holding CSX and their total value by quarter
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, Q4 2022

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2022.

Institutions holding CSX in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Tucker Asset Management LLC	3	$94	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	3	$97	0.00%	00.0%	Unchanged
New Millennium Group LLC	6	$195	0.00%	−240−97.6%	Reduced
EWG Elevate Inc.	10	$310	0.00%	+10	New
Tfo-TDC, LLC	6	$696	0.00%	+6	New
PFG Private Wealth Management, LLC	30	$1.00K	0.00%	−101−77.1%	Reduced
PSI Advisors, LLC	35	$1.08K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	42	$1.30K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	44	$1.36K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	61	$1.63K	0.00%	00.0%	Unchanged
St Germain D J Co Inc	12,859	$1.76K	0.00%	+88+0.7%	Added
First Financial Corp	57	$1.76K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	60	$1.86K	0.00%	+60	New
Coppell Advisory Solutions Corp.	60	$1.86K	0.00%	+60	New
Baldrige Asset Management LLC	57	$2.00K	0.00%	00.0%	Unchanged
My Personal CFO, LLC	85	$2.63K	0.00%	+85	New
Avion Wealth	135	$3.00K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	114	$3.00K	0.00%	+114	New
Global Trust Asset Management, LLC	100	$3.11K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	111	$3.44K	0.00%	+111	New
Trifecta Capital Advisors, LLC	117	$3.63K	0.00%	+117	New
JJJ Advisors Inc.	120	$3.90K	0.00%	−152−55.9%	Reduced
Addison Advisors LLC	143	$4.43K	0.00%	+4+2.9%	Added
Cedar Wealth Management, LLC	144	$4.46K	0.00%	00.0%	Unchanged
Fiduciary Alliance LLC	152	$4.72K	0.00%	+152	New
Wolff Wiese Magana LLC	158	$4.89K	0.00%	+5+3.3%	Added
Red Tortoise LLC	169	$5.24K	0.00%	+169	New
Goodwin Investment Advisory	171	$5.30K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	169	$5.33K	0.00%	+169	New
SJS Investment Consulting Inc.	184	$5.70K	0.00%	+85+85.9%	Added
Quarry LP	188	$5.82K	0.01%	+188	New
St. Johns Investment Management Company, LLC	195	$6.04K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	195	$6.04K	0.00%	+195	New
Leelyn Smith, LLC	204	$6.32K	0.00%	00.0%	Unchanged
Investors Research Corp	207	$6.41K	0.00%	00.0%	Unchanged
Abound Wealth Management	214	$6.63K	0.00%	+100+87.7%	Added
Legend Financial Advisors, Inc.	219	$6.79K	0.01%	00.0%	Unchanged
Level Financial Advisors, Inc.	225	$7.00K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	228	$7.06K	0.00%	+1+0.4%	Added
FSC Wealth Advisors, LLC	231	$7.16K	0.01%	00.0%	Unchanged
Arrow Financial Corp	252	$8.00K	0.00%	−198−44.0%	Reduced
Kayne Anderson Rudnick Investment Management LLC	267	$8.27K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	286	$8.86K	0.00%	+286	New
Essex Investment Management Co LLC	300	$9.00K	0.00%	00.0%	Unchanged
First Community Trust NA	300	$9.00K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	296	$9.17K	0.00%	−612−67.4%	Reduced
Beacon Capital Management, LLC	362	$11.2K	0.00%	00.0%	Unchanged
Schubert & Co	370	$11.5K	0.01%	−52−12.3%	Reduced
Rise Advisors, LLC	387	$12.0K	0.01%	+1+0.3%	Added
Loomis Sayles & Co L P	391	$12.0K	0.00%	−50−11.3%	Reduced
AllSquare Wealth Management LLC	400	$12.4K	0.01%	00.0%	Unchanged
TSFG, LLC	414	$13.0K	0.01%	00.0%	Unchanged
Column Capital Advisors, LLC	441	$13.7K	0.00%	00.0%	Unchanged
Riverpoint Wealth Management Holdings, LLC	444	$13.8K	0.01%	+444	New
Hollencrest Capital Management	447	$13.8K	0.00%	+447	New
Focused Wealth Management, Inc	468	$14.5K	0.00%	+2+0.4%	Added
Highline Wealth Partners LLC	480	$14.9K	0.01%	00.0%	Unchanged
Delos Wealth Advisors, LLC	495	$15.3K	0.02%	00.0%	Unchanged
Raffa Wealth Management, LLC	498	$15.4K	0.01%	00.0%	Unchanged
Monetary Management Group Inc	500	$15.5K	0.00%	+500	New
Lowe Wealth Advisors, LLC	528	$16.4K	0.01%	+432+450.0%	Added
Register Financial Advisors LLC	533	$16.5K	0.01%	+533	New
TFC Financial Management	576	$17.9K	0.01%	00.0%	Unchanged
General Partner, Inc.	581	$18.0K	0.02%	+581	New
Cary Street Partners Asset Management LLC	586	$18.2K	0.00%	00.0%	Unchanged
Zullo Investment Group, Inc.	590	$18.3K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	592	$18.3K	0.00%	+133+29.0%	Added
Peoples Financial Services Corp.	600	$18.6K	0.01%	00.0%	Unchanged
One Wealth Advisors, LLC	603	$18.7K	0.00%	+603	New
Pin Oak Investment Advisors Inc	600	$19.0K	0.02%	+600	New
Ameliora Wealth Management Ltd.	627	$19.4K	0.01%	+627	New
Clearview Wealth Advisors LLC	630	$19.5K	0.02%	+1+0.2%	Added
Eagle Bay Advisors LLC	637	$19.7K	0.01%	−2,923−82.1%	Reduced
RWM Asset Management, LLC	673	$20.9K	0.00%	+126+23.0%	Added
Core Wealth Advisors, Inc.	675	$20.9K	0.01%	00.0%	Unchanged
AlphaMark Advisors, LLC	670	$21.0K	0.01%	00.0%	Unchanged
Mascoma Wealth Management LLC	681	$21.1K	0.01%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	688	$21.3K	0.01%	+688	New
Dividend Assets Capital, LLC	724	$22.0K	0.00%	00.0%	Unchanged
Grey Fox Wealth Advisors, LLC	711	$22.0K	0.01%	+711	New
U.S. Capital Wealth Advisors, LLC	756	$23.4K	0.00%	+756	New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	778	$24.1K	0.00%	+1+0.1%	Added
Hallmark Capital Management Inc	800	$24.8K	0.00%	−1,875−70.1%	Reduced
Coston, McIsaac & Partners	814	$25.0K	0.01%	+2+0.2%	Added
Private Ocean, LLC	812	$25.2K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	846	$26.2K	0.02%	+846	New
Fortis Capital Advisors, LLC	865	$26.8K	0.02%	+865	New
Disciplined Investments, LLC	874	$27.1K	0.01%	−60−6.4%	Reduced
Bellevue Asset Management, LLC	900	$27.7K	0.02%	00.0%	Unchanged
Antonetti Capital Management LLC	900	$27.9K	0.04%	00.0%	Unchanged
Sageworth Trust Co	900	$28.0K	0.00%	00.0%	Unchanged
Bank of New Hampshire	900	$28.0K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	945	$29.3K	0.00%	−170−15.2%	Reduced
Migdal Insurance & Financial Holdings Ltd.	1,009	$32.0K	0.00%	+1,009	New
SRS Capital Advisors, Inc.	1,036	$32.1K	0.00%	+3+0.3%	Added
Barrett & Company, Inc.	1,044	$32.3K	0.02%	00.0%	Unchanged
American State Bank (Iowa)	1,050	$32.5K	0.03%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	1,066	$33.0K	0.01%	+250+30.6%	Added
Advanced Asset Management Advisors Inc	1,080	$33.5K	0.01%	+1,080	New
Clean Yield Group	1,129	$35.0K	0.02%	00.0%	Unchanged