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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 1,125 | $35.2K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,185 | $37.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,420 | $39.0K | 0.01% | +1,511+166.2% | Added |
| Rational Advisors LLC | 1,271 | $39.4K | 0.00% | +40+3.2% | Added |
| Ellevest, Inc. | 1,331 | $41.2K | 0.00% | −553−29.4% | Reduced |
| True Wealth Design, LLC | 1,358 | $42.1K | 0.02% | +1,358 | New |
| AXS Investments LLC | 1,393 | $43.2K | 0.02% | +1,393 | New |
| West Paces Advisors Inc. | 1,398 | $43.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,479 | $45.8K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $46.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,500 | $46.0K | 0.02% | +1,500 | New |
| Farther Finance Advisors, LLC | 1,540 | $47.7K | 0.02% | +1,540 | New |
| Accel Wealth Management | 1,542 | $47.8K | 0.02% | +4+0.3% | Added |
| McIlrath & Eck, LLC | 1,573 | $48.7K | 0.01% | −2,248−58.8% | Reduced |
| Endurance Wealth Management, Inc. | 1,600 | $50.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,629 | $50.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,642 | $50.9K | 0.00% | −66−3.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,670 | $52.0K | 0.00% | −530,615−99.7% | Reduced |
| Bourgeon Capital Management LLC | 1,752 | $54.3K | 0.01% | +1,752 | New |
| Annapolis Financial Services, LLC | 1,800 | $55.8K | 0.02% | −9,857−84.6% | Reduced |
| Center for Financial Planning, Inc. | 1,800 | $55.8K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $55.8K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,830 | $56.7K | 0.04% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,852 | $57.0K | 0.00% | +1,852 | New |
| Kistler-Tiffany Companies, LLC | 1,861 | $57.7K | 0.01% | −497−21.1% | Reduced |
| Sutton Wealth Advisors Inc. | 1,933 | $59.9K | 0.02% | −315−14.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,935 | $59.9K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $60.4K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $61.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,994 | $61.8K | 0.01% | +54+2.8% | Added |
| MBM Wealth Consultants, LLC | 2,000 | $62.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 2,343 | $62.4K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,021 | $62.6K | 0.03% | +3+0.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,040 | $63.2K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,064 | $64.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,074 | $64.0K | 0.05% | +227+12.3% | Added |
| WFA Asset Management Corp | 2,069 | $64.1K | 0.04% | +7+0.3% | Added |
| Gleason Group, Inc. | 2,134 | $66.1K | 0.02% | +7+0.3% | Added |
| Silvant Capital Management LLC | 2,199 | $68.1K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,239 | $69.0K | 0.01% | −602−21.2% | Reduced |
| Baldwin Brothers Inc | 2,268 | $70.3K | 0.01% | +528+30.3% | Added |
| MV Capital Management, Inc. | 2,279 | $70.6K | 0.01% | −253−10.0% | Reduced |
| Riverview Trust Co | 2,285 | $71.0K | 0.07% | −10−0.4% | Reduced |
| Pinebridge Investments, L.P. | 2,310 | $71.6K | 0.00% | +906+64.5% | Added |
| Park Place Capital Corp | 2,423 | $75.0K | 0.02% | +2,423 | New |
| Brown, Lisle/Cummings, Inc. | 2,476 | $76.7K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,521 | $78.1K | 0.00% | +2,316+1,129.8% | Added |
| BerganKDV Wealth Management, LLC | 2,646 | $82.0K | 0.01% | +14+0.5% | Added |
| Atlantic Trust, LLC | 2,657 | $82.0K | 0.03% | +8+0.3% | Added |
| CNB Bank | 2,655 | $82.3K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,873 | $89.0K | 0.00% | −241−7.7% | Reduced |
| Core Alternative Capital | 2,892 | $89.6K | 0.01% | +1,851+177.8% | Added |
| MB, Levis & Associates, LLC | 2,996 | $92.8K | 0.07% | +2,996 | New |
| NewSquare Capital LLC | 3,000 | $92.9K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,025 | $94.0K | 0.00% | −229−7.0% | Reduced |
| Baker Avenue Asset Management, LP | 3,067 | $95.0K | 0.01% | +3,067 | New |
| Newbridge Financial Services Group, Inc. | 3,094 | $95.8K | 0.06% | −1,396−31.1% | Reduced |
| Hexagon Capital Partners LLC | 3,201 | $99.2K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,337 | $103.0K | 0.02% | −262−7.3% | Reduced |
| Lee Financial Co | 3,395 | $105.2K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14,578 | $112.2K | 0.03% | +252+1.8% | Added |
| TD Ameritrade Investment Management, LLC | 3,780 | $117.0K | 0.00% | −1,005−21.0% | Reduced |
| TCI Wealth Advisors, Inc. | 3,803 | $117.8K | 0.02% | +1,031+37.2% | Added |
| Tradition Wealth Management, LLC | 3,920 | $121.0K | 0.02% | +5+0.1% | Added |
| DT Investment Partners, LLC | 4,050 | $125.5K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,200 | $130.0K | 0.09% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,350 | $134.8K | 0.06% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 4,443 | $137.0K | 0.08% | +4,443 | New |
| 3Chopt Investment Partners, LLC | 4,426 | $137.1K | 0.07% | +4,426 | New |
| Washington Trust Advisors, Inc. | 4,456 | $138.0K | 0.02% | −4,192−48.5% | Reduced |
| Benjamin Edwards Inc | 4,476 | $139.0K | 0.04% | +556+14.2% | Added |
| Perritt Capital Management Inc | 4,500 | $139.4K | 0.08% | +4,500 | New |
| Slocum, Gordon & Co LLP | 4,500 | $139.4K | 0.09% | +4,500 | New |
| LeJeune Puetz Investment Counsel LLC | 4,765 | $147.6K | 0.06% | +14+0.3% | Added |
| Tilia Fiduciary Partners, Inc. | 4,817 | $149.2K | 0.14% | +20.0% | Added |
| Harvest Fund Management Co., Ltd | 4,922 | $151.0K | 0.04% | +2,530+105.8% | Added |
| ICA Group Wealth Management, LLC | 4,950 | $153.3K | 0.04% | +4,950 | New |
| Creative Financial Designs Inc | 4,984 | $154.4K | 0.02% | −628−11.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,090 | $157.7K | 0.02% | +680+15.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,189 | $161.0K | 0.14% | +15+0.3% | Added |
| New Hampshire Trust | 5,212 | $161.5K | 0.04% | +5,212 | New |
| Truvestments Capital LLC | 5,215 | $161.6K | 0.09% | −1,713−24.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 5,347 | $165.6K | 0.10% | +5,347 | New |
| Quent Capital, LLC | 5,367 | $166.3K | 0.03% | −463−7.9% | Reduced |
| MCF Advisors LLC | 5,393 | $167.1K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,399 | $167.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5,180 | $168.0K | 0.03% | −133−2.5% | Reduced |
| Harbour Investments, Inc. | 5,505 | $170.5K | 0.01% | +1,007+22.4% | Added |
| Independence Bank of Kentucky | 5,555 | $172.0K | 0.08% | 00.0% | Unchanged |
| First Personal Financial Services | 5,652 | $175.1K | 0.05% | −300−5.0% | Reduced |
| CVA Family Office, LLC | 5,773 | $178.8K | 0.04% | +1,679+41.0% | Added |
| Alta Advisers Ltd | 5,800 | $180.0K | 0.11% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,822 | $180.4K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 5,611 | $190.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6,141 | $190.2K | 0.08% | −220−3.5% | Reduced |
| United Community Bank | 6,320 | $195.8K | 0.19% | 00.0% | Unchanged |
| IMS Capital Management | 6,464 | $200.3K | 0.13% | +6,464 | New |
| Arete Wealth Advisors, LLC | 6,487 | $201.0K | 0.02% | +6,487 | New |
| Xcel Wealth Management, LLC | 6,491 | $201.1K | 0.08% | +6,491 | New |
| Warren Street Wealth Advisors, LLC | 6,494 | $201.2K | 0.16% | +6,494 | New |