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 |
|---|---|---|---|---|---|
| Willner & Heller, LLC | 7,842 | $243.0K | 0.35% | −26−0.3% | Reduced |
| Bryn Mawr Trust Co | 7,856 | $243.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,853 | $243.3K | 0.02% | +906+13.0% | Added |
| Regent Peak Wealth Advisors LLC | 7,884 | $244.2K | 0.08% | +67+0.9% | Added |
| New Capital Management LP | 7,884 | $244.3K | 0.11% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 7,906 | $244.9K | 0.21% | −1,500−15.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 7,920 | $245.4K | 0.23% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 7,930 | $245.7K | 0.13% | +67+0.9% | Added |
| Day & Ennis, LLC | 7,932 | $245.7K | 0.10% | 00.0% | Unchanged |
| Bridgeworth, LLC | 7,941 | $246.0K | 0.04% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 7,946 | $246.2K | 0.05% | +71+0.9% | Added |
| Court Place Advisors, LLC | 8,004 | $248.0K | 0.09% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 8,000 | $248.0K | 0.10% | −1,008−11.2% | Reduced |
| Tandem Investment Advisors, Inc. | 8,020 | $248.0K | 0.01% | −77−1.0% | Reduced |
| McClarren Financial Advisors, Inc. | 8,058 | $249.0K | 0.24% | 00.0% | Unchanged |
| CIC Wealth, LLC | 8,088 | $250.6K | 0.10% | +8,088 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,098 | $250.9K | 0.04% | −3,904−32.5% | Reduced |
| Kovack Advisors, Inc. | 8,109 | $251.2K | 0.04% | +40.0% | Added |
| Sabal Trust CO | 8,120 | $251.6K | 0.02% | −69−0.8% | Reduced |
| Graypoint LLC | 8,121 | $251.6K | 0.03% | +8,121 | New |
| Alhambra Investment Partners LLC | 8,130 | $251.9K | 0.18% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 8,120 | $252.0K | 0.92% | +16+0.2% | Added |
| Green Harvest Asset Management LLC | 8,135 | $252.0K | 0.01% | +8,135 | New |
| EverSource Wealth Advisors, LLC | 8,137 | $252.1K | 0.04% | −2,351−22.4% | Reduced |
| Interchange Capital Partners, LLC | 8,171 | $253.1K | 0.26% | −1,442−15.0% | Reduced |
| Eudaimonia Partners, LLC | 8,244 | $255.4K | 0.06% | −3,600−30.4% | Reduced |
| Rosenberg Matthew Hamilton | 8,261 | $255.9K | 0.09% | 00.0% | Unchanged |
| First Command Bank | 8,251 | $256.0K | 0.03% | −282−3.3% | Reduced |
| First Command Financial Services, Inc. | 8,251 | $256.0K | 0.03% | −282−3.3% | Reduced |
| Welch Capital Partners LLC | 8,275 | $256.0K | 0.08% | +8,275 | New |
| Prestige Wealth Management Group LLC | 8,267 | $256.1K | 0.07% | −32−0.4% | Reduced |
| LMG Wealth Partners, LLC | 7,875 | $256.7K | 0.08% | +7,875 | New |
| International Assets Investment Management, LLC | 8,300 | $257.1K | 0.03% | +8,300 | New |
| Mirabella Financial Services LLP | 8,332 | $258.1K | 0.02% | +81+1.0% | Added |
| BNC Wealth Management, LLC | 8,343 | $258.5K | 0.15% | 00.0% | Unchanged |
| Insight Advisors, LLC | 8,372 | $258.9K | 0.09% | +225+2.8% | Added |
| Borer Denton & Associates, Inc. | 8,400 | $260.2K | 0.12% | +8,400 | New |
| Martingale Asset Management L P | 8,452 | $261.8K | 0.01% | −52−0.6% | Reduced |
| Traphagen Investment Advisors LLC | 8,518 | $263.9K | 0.04% | +7+0.1% | Added |
| Leonteq Securities AG | 8,538 | $264.5K | 0.01% | −6,635−43.7% | Reduced |
| Douglas Lane & Associates, LLC | 8,549 | $264.8K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 8,600 | $266.4K | 0.05% | +400+4.9% | Added |
| Graham Capital Management, L.P. | 8,603 | $266.5K | 0.01% | −42,015−83.0% | Reduced |
| Live Oak Private Wealth LLC | 8,614 | $266.9K | 0.06% | −75−0.9% | Reduced |
| Selective Wealth Management, Inc. | 8,366 | $267.8K | 0.14% | +170+2.1% | Added |
| Stelac Advisory Services LLC | 8,651 | $268.0K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,668 | $268.4K | 0.01% | +2,175+33.5% | Added |
| Drive Wealth Management, LLC | 8,667 | $268.5K | 0.13% | +792+10.1% | Added |
| Merit Financial Group, LLC | 8,686 | $269.1K | 0.01% | +8,686 | New |
| Tufton Capital Management | 8,700 | $269.5K | 0.06% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 8,707 | $269.7K | 0.00% | −1,660−16.0% | Reduced |
| Dakota Wealth Management | 8,711 | $269.9K | 0.02% | +21+0.2% | Added |
| Northwest Investment Counselors, LLC | 8,719 | $270.1K | 0.08% | +2,250+34.8% | Added |
| Mattern Wealth Management LLC | 8,784 | $272.1K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 8,793 | $272.4K | 0.05% | +6,526+287.9% | Added |
| Quadrant Private Wealth Management, LLC | 8,870 | $274.8K | 0.09% | +8,870 | New |
| Klingman & Associates, LLC | 8,910 | $276.0K | 0.02% | +296+3.4% | Added |
| Berger Financial Group, Inc | 8,917 | $276.2K | 0.04% | −357−3.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,963 | $278.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisors, LLC | 8,976 | $278.1K | 0.12% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9,000 | $278.8K | 0.02% | −300−3.2% | Reduced |
| Burleson & Company, LLC | 9,000 | $278.8K | 0.07% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 9,000 | $278.8K | 0.30% | +9,000 | New |
| Allred Capital Management, LLC | 9,002 | $278.9K | 0.15% | +6+0.1% | Added |
| Greylin Investment Mangement Inc | 9,030 | $279.7K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 9,072 | $281.1K | 0.10% | −325−3.5% | Reduced |
| Stokes Family Office, LLC | 9,083 | $281.4K | 0.04% | +923+11.3% | Added |
| Sage Private Wealth Group, LLC | 9,120 | $282.5K | 0.34% | 00.0% | Unchanged |
| Comerica Securities,inc. | 9,214 | $285.5K | 0.02% | −62−0.7% | Reduced |
| Farmers National Bank | 9,218 | $285.6K | 0.10% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 9,220 | $285.7K | 0.09% | +9,220 | New |
| Sittner & Nelson, LLC | 9,297 | $288.0K | 0.18% | +11+0.1% | Added |
| Lakeview Capital Partners, LLC | 9,654 | $288.5K | 0.09% | +9,654 | New |
| PEAK6 Investments LLC | 9,403 | $291.3K | 0.02% | +9,403 | New |
| Signet Financial Management, LLC | 9,418 | $291.8K | 0.05% | −1,612−14.6% | Reduced |
| Csenge Advisory Group | 9,425 | $292.0K | 0.02% | −2,034−17.8% | Reduced |
| Wolverine Trading, LLC | 9,439 | $292.0K | 0.00% | −32,433−77.5% | Reduced |
| DRW Securities, LLC | 9,537 | $295.0K | 0.06% | +9,537 | New |
| Oak Hill Wealth Advisors, LLC | 9,575 | $296.6K | 0.12% | +9,575 | New |
| Tilt Investment Management Holdings, PBC | 9,626 | $298.2K | 0.25% | +9,626 | New |
| Forte Capital LLC | 9,714 | $300.9K | 0.05% | +234+2.5% | Added |
| YorkBridge Wealth Partners, LLC | 9,717 | $301.0K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 9,720 | $301.1K | 0.15% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 9,428 | $301.8K | 0.14% | +281+3.1% | Added |
| Renaissance Investment Group LLC | 9,750 | $302.1K | 0.09% | 00.0% | Unchanged |
| Caldwell Trust Co | 9,753 | $302.1K | 0.04% | +48+0.5% | Added |
| Providence Capital Advisors, LLC | 9,767 | $302.6K | 0.08% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 9,819 | $304.2K | 0.04% | +9,819 | New |
| Mark Sheptoff Financial Planning, LLC | 9,840 | $304.8K | 0.18% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 9,838 | $305.0K | 0.01% | +9,838 | New |
| Wealth Effects LLC | 9,846 | $305.0K | 0.17% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 9,878 | $306.0K | 0.34% | +9,878 | New |
| Curran Financial Partners, LLC | 9,890 | $306.4K | 0.15% | +50+0.5% | Added |
| Norris Perne & French LLP | 9,947 | $308.2K | 0.03% | −115−1.1% | Reduced |
| Glen Eagle Advisors, LLC | 9,948 | $308.2K | 0.08% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,953 | $308.3K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9,963 | $308.7K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10,026 | $310.6K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 10,028 | $310.7K | 0.09% | +1,127+12.7% | Added |
| Mairs & Power Inc | 10,087 | $312.5K | 0.00% | −4,500−30.8% | Reduced |