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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 6,500 | $201.4K | 0.04% | +6,500 | New |
| Gerber Kawasaki Wealth & Investment Management | 6,500 | $201.4K | 0.02% | +6,500 | New |
| Bill Few Associates, Inc. | 6,510 | $201.7K | 0.12% | +6,510 | New |
| Smith Anglin Financial, LLC | 6,511 | $201.7K | 0.04% | +6,511 | New |
| Moneywise, Inc. | 6,518 | $201.9K | 0.15% | +6,518 | New |
| Spire Wealth Management | 6,522 | $202.0K | 0.01% | +1,627+33.2% | Added |
| Delta Financial Group, Inc. | 6,473 | $202.0K | 0.09% | +6,473 | New |
| Gateway Wealth Partners, LLC | 6,522 | $202.1K | 0.03% | +6,522 | New |
| Principal Street Partners, LLC | 6,546 | $202.8K | 0.05% | +6,546 | New |
| Asio Capital, LLC | 6,561 | $203.3K | 0.06% | +6,561 | New |
| Summit X, LLC | 7,022 | $204.1K | 0.06% | +7,022 | New |
| Goodwin Daniel L | 6,600 | $204.5K | 0.10% | +6,600 | New |
| Atlas Brown,Inc. | 6,605 | $204.6K | 0.10% | +6,605 | New |
| Mirador Capital Partners LP | 6,631 | $205.4K | 0.05% | +6,631 | New |
| StrategIQ Financial Group, LLC | 6,668 | $206.6K | 0.02% | +6,668 | New |
| Planning Alternatives Ltd | 6,684 | $207.1K | 0.04% | +6,684 | New |
| Aviance Capital Partners, LLC | 6,732 | $208.6K | 0.05% | +6,732 | New |
| NorthRock Partners, LLC | 6,737 | $208.7K | 0.02% | −1,364−16.8% | Reduced |
| GraniteShares Advisors LLC | 6,744 | $208.9K | 0.17% | −968−12.6% | Reduced |
| Red Wave Investments LLC | 6,747 | $209.0K | 0.09% | −3,745−35.7% | Reduced |
| J. W. Coons Advisors, LLC | 6,750 | $209.1K | 0.06% | +6,750 | New |
| Charter Research & Investment Group, Inc. | 6,791 | $210.4K | 0.20% | +6,791 | New |
| Beta Wealth Group, Inc. | 6,800 | $210.7K | 0.14% | +6,800 | New |
| Resolute Financial, LLC | 6,808 | $210.9K | 0.18% | +6,808 | New |
| Advisors Capital Management, LLC | 6,795 | $211.0K | 0.01% | −2,625−27.9% | Reduced |
| Gould Asset Management LLC | 6,825 | $211.4K | 0.06% | +6,825 | New |
| Moss Adams Wealth Advisors LLC | 6,842 | $212.0K | 0.11% | +6,842 | New |
| Birch Hill Investment Advisors LLC | 6,846 | $212.1K | 0.01% | +6,846 | New |
| Old Second National Bank of Aurora | 6,850 | $212.2K | 0.06% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,888 | $213.0K | 0.00% | +6,888 | New |
| Pendal Group Limited | 6,898 | $213.7K | 0.00% | +6,898 | New |
| Beaton Management Co. Inc. | 6,900 | $214.0K | 0.14% | +6,900 | New |
| Defender Capital, LLC. | 6,910 | $214.1K | 0.09% | +6,910 | New |
| Claro Advisors LLC | 6,910 | $214.1K | 0.07% | +6,910 | New |
| State of Wyoming | 6,926 | $214.6K | 0.07% | −2,062−22.9% | Reduced |
| Silver Oak Advisory Group, Inc. | 6,955 | $215.0K | 0.15% | −1,022−12.8% | Reduced |
| Edge Capital Group, LLC | 6,948 | $215.2K | 0.02% | +6,948 | New |
| Atlas Capital Advisors LLC | 6,954 | $215.4K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,985 | $216.0K | 0.04% | −1,917−21.5% | Reduced |
| Lowell Blake & Associates Inc. | 6,981 | $216.3K | 0.07% | +6,981 | New |
| Guardian Wealth Advisors, LLC | 6,994 | $216.7K | 0.04% | +6,994 | New |
| Ledyard National Bank | 6,996 | $216.7K | 0.03% | +6,996 | New |
| Empowered Funds, LLC | 7,016 | $217.4K | 0.01% | +7,016 | New |
| ArrowMark Colorado Holdings LLC | 7,020 | $217.5K | 0.00% | +7,020 | New |
| SNS Financial Group, LLC | 7,024 | $217.6K | 0.03% | +7,024 | New |
| Kendall Capital Management | 7,044 | $218.0K | 0.11% | −1,180−14.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,052 | $219.0K | 0.19% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,072 | $219.1K | 0.03% | +7,072 | New |
| Hilltop Holdings Inc. | 7,083 | $219.4K | 0.03% | −724−9.3% | Reduced |
| Aspiriant, LLC | 7,092 | $219.7K | 0.01% | +7,092 | New |
| Clear Creek Financial Management, LLC | 7,109 | $220.2K | 0.05% | +7,109 | New |
| Oxford Financial Group Ltd | 7,117 | $220.5K | 0.03% | +7,117 | New |
| White Pine Capital LLC | 7,142 | $221.3K | 0.09% | +7,142 | New |
| Bray Capital Advisors | 7,155 | $221.7K | 0.07% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7,186 | $222.6K | 0.16% | +30.0% | Added |
| Rock Point Advisors, LLC | 7,200 | $223.0K | 0.08% | +7,200 | New |
| Rex Capital Advisors, LLC | 7,200 | $223.0K | 0.15% | +7,200 | New |
| Carmichael Hill & Associates, Inc. | 7,200 | $223.1K | 0.12% | 00.0% | Unchanged |
| Papp L Roy & Associates | 7,200 | $223.1K | 0.03% | +7,200 | New |
| Fairhaven Wealth Management, LLC | 7,238 | $224.2K | 0.10% | +7,238 | New |
| West Wealth Group, LLC | 7,246 | $224.5K | 0.11% | +7,246 | New |
| Patton Albertson Miller Group, LLC | 7,251 | $224.6K | 0.04% | +7,251 | New |
| HCR Wealth Advisors | 7,284 | $225.7K | 0.05% | +7,284 | New |
| Fortress Wealth Group, LLC | 7,285 | $225.7K | 0.16% | −1,285−15.0% | Reduced |
| BSW Wealth Partners | 7,296 | $226.0K | 0.05% | +7,296 | New |
| Trustcore Financial Services, LLC | 7,328 | $227.0K | 0.02% | −1,500−17.0% | Reduced |
| Ridgewood Investments LLC | 7,351 | $227.7K | 0.16% | +7,351 | New |
| Verdence Capital Advisors LLC | 7,372 | $228.4K | 0.03% | +7,372 | New |
| FSM Wealth Advisors, LLC | 7,376 | $228.5K | 0.16% | +7,376 | New |
| Wallace Advisory Group, LLC | 7,412 | $229.6K | 0.18% | +7,412 | New |
| Heritage Trust Co | 7,417 | $229.8K | 0.04% | +7,417 | New |
| Financial Advocates Investment Management | 7,448 | $230.7K | 0.02% | +7,448 | New |
| Thomasville National Bank | 7,464 | $231.0K | 0.03% | −60−0.8% | Reduced |
| Front Row Advisors LLC | 7,464 | $231.0K | 0.12% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7,450 | $231.0K | 0.07% | 00.0% | Unchanged |
| TFG Advisers LLC | 7,459 | $231.1K | 0.12% | −299−3.9% | Reduced |
| WealthShield Partners, LLC | 7,470 | $231.4K | 0.04% | +7,470 | New |
| Smith, Moore & Co. | 7,480 | $231.7K | 0.03% | +7,480 | New |
| Wela Strategies, Inc. | 7,494 | $232.0K | 0.13% | +7,494 | New |
| Meridian Wealth Advisors, LLC | 7,500 | $232.3K | 0.06% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $232.3K | 0.26% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,509 | $232.6K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,477 | $233.2K | 0.01% | +7,477 | New |
| Duality Advisers, LP | 7,539 | $233.6K | 0.03% | −138,894−94.9% | Reduced |
| V Wealth Advisors LLC | 7,542 | $233.6K | 0.05% | +7,542 | New |
| Auxier Asset Management | 7,566 | $234.4K | 0.04% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,567 | $234.4K | 0.05% | −253−3.2% | Reduced |
| Compass Financial Group, INC | 7,600 | $235.0K | 0.08% | +7,600 | New |
| Capital Square, LLC | 7,600 | $235.4K | 0.21% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,611 | $235.8K | 0.02% | +7,611 | New |
| Boston Common Asset Management, LLC | 7,611 | $236.0K | 0.01% | +7,611 | New |
| Middleton & Co Inc | 7,625 | $236.2K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,625 | $236.2K | 0.15% | +7,625 | New |
| 44 Wealth Management LLC | 7,662 | $237.4K | 0.08% | −285−3.6% | Reduced |
| Southland Equity Partners LLC | 7,675 | $237.8K | 0.09% | +20.0% | Added |
| BDO Wealth Advisors, LLC | 7,677 | $237.8K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 7,696 | $238.4K | 0.51% | −2,750−26.3% | Reduced |
| Broderick Brian C | 7,800 | $241.6K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 7,800 | $241.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,836 | $242.8K | 0.18% | 00.0% | Unchanged |