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 |
|---|---|---|---|---|---|
| Pavion Blue Capital, LLC | 10,146 | $314.3K | 0.20% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,173 | $315.2K | 0.01% | +10,173 | New |
| Schechter Investment Advisors, LLC | 10,187 | $315.6K | 0.03% | −2,412−19.1% | Reduced |
| Angeles Wealth Management, LLC | 10,193 | $315.8K | 0.06% | +933+10.1% | Added |
| Zeke Capital Advisors, LLC | 10,239 | $317.2K | 0.02% | +181+1.8% | Added |
| Belpointe Asset Management LLC | 10,307 | $319.3K | 0.02% | −5,946−36.6% | Reduced |
| Kozak & Associates, Inc. | 10,314 | $320.0K | 0.16% | +33+0.3% | Added |
| Park Edge Advisors, LLC | 10,368 | $321.2K | 0.14% | +10,368 | New |
| Summit Trail Advisors, LLC | 10,381 | $321.6K | 0.01% | +10,381 | New |
| Continuum Advisory, LLC | 10,393 | $322.0K | 0.06% | +203+2.0% | Added |
| Rockland Trust Co | 10,392 | $322.0K | 0.02% | 00.0% | Unchanged |
| Power Corp of Canada | 10,404 | $322.3K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 10,460 | $324.1K | 0.19% | +350+3.5% | Added |
| Lake Street Financial LLC | 10,474 | $324.5K | 0.07% | +146+1.4% | Added |
| Goelzer Investment Management, Inc. | 10,523 | $326.0K | 0.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 10,559 | $327.1K | 0.05% | +2,696+34.3% | Added |
| One River Asset Management, LLC | 10,545 | $328.1K | 0.22% | +10,545 | New |
| David Loasby | 10,141 | $329.1K | 0.04% | +885+9.6% | Added |
| Wedmont Private Capital | 10,237 | $329.6K | 0.05% | +1,536+17.7% | Added |
| YHB Investment Advisors, Inc. | 10,654 | $330.1K | 0.04% | +30.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 10,669 | $330.5K | 0.03% | −2,158−16.8% | Reduced |
| Choate Investment Advisors | 10,673 | $330.6K | 0.02% | −1,065−9.1% | Reduced |
| Kinloch Capital, LLC | 10,692 | $331.0K | 0.19% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 10,700 | $331.5K | 0.23% | +10,700 | New |
| West Branch Capital LLC | 10,701 | $331.5K | 0.20% | +27+0.3% | Added |
| Chicago Partners Investment Group LLC | 10,341 | $333.9K | 0.02% | +83+0.8% | Added |
| Capital Asset Advisory Services LLC | 10,753 | $333.9K | 0.03% | −1,062−9.0% | Reduced |
| Diversified Portfolios, Inc. | 10,800 | $334.6K | 0.08% | −2,700−20.0% | Reduced |
| Financial Strategies Group, Inc. | 10,800 | $334.6K | 0.14% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $334.6K | 0.17% | 00.0% | Unchanged |
| United Bank | 10,815 | $335.0K | 0.05% | −10,800−50.0% | Reduced |
| Vigilant Capital Management, LLC | 10,860 | $336.0K | 0.03% | −740−6.4% | Reduced |
| Connors Investor Services Inc | 10,885 | $337.2K | 0.04% | 00.0% | Unchanged |
| True Capital Management | 10,887 | $337.3K | 0.27% | +10,887 | New |
| Kiley Juergens Wealth Management, LLC | 10,889 | $337.3K | 0.14% | −120−1.1% | Reduced |
| Sound Income Strategies, LLC | 10,950 | $339.2K | 0.04% | +238+2.2% | Added |
| Westmount Partners, LLC | 10,992 | $340.5K | 0.18% | +10,992 | New |
| Warren Averett Asset Management, LLC | 11,029 | $341.7K | 0.02% | +375+3.5% | Added |
| Hendley & Co Inc | 11,025 | $342.0K | 0.15% | +75+0.7% | Added |
| TCWP LLC | 10,979 | $342.1K | 0.07% | +888+8.8% | Added |
| Regal Investment Advisors LLC | 11,050 | $342.3K | 0.03% | +6+0.1% | Added |
| Marion Wealth Management | 11,100 | $343.9K | 0.14% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $343.9K | 0.04% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 11,200 | $347.0K | 0.19% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 11,215 | $347.0K | 0.13% | +14+0.1% | Added |
| Gradient Investments LLC | 11,215 | $347.4K | 0.01% | +276+2.5% | Added |
| TriaGen Wealth Management LLC | 11,224 | $347.7K | 0.19% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 11,273 | $349.2K | 0.01% | −5,822−34.1% | Reduced |
| CWA Asset Management Group, LLC | 11,277 | $349.4K | 0.03% | +643+6.0% | Added |
| Capital Investment Counsel, Inc | 11,286 | $349.6K | 0.08% | +1,926+20.6% | Added |
| Financial Advisors, LLC | 11,289 | $349.7K | 0.10% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $351.2K | 0.24% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $351.6K | 0.14% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,350 | $351.6K | 0.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $353.2K | 0.06% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 11,406 | $353.4K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 11,416 | $353.7K | 0.04% | 00.0% | Unchanged |
| Covenant Partners, LLC | 11,457 | $354.9K | 0.14% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,520 | $356.9K | 0.14% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 11,556 | $358.0K | 0.10% | −305−2.6% | Reduced |
| Castle Wealth Management LLC | 11,563 | $358.2K | 0.23% | −91−0.8% | Reduced |
| Strategic Financial Services, Inc, | 11,616 | $359.9K | 0.03% | −25−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 11,623 | $360.1K | 0.05% | +74+0.6% | Added |
| Barry Investment Advisors, LLC | 11,628 | $360.2K | 0.11% | +35+0.3% | Added |
| J.W. Cole Advisors, Inc. | 11,632 | $360.4K | 0.03% | +557+5.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,700 | $362.0K | 0.25% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 11,707 | $362.7K | 0.02% | +238+2.1% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $364.0K | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,784 | $365.1K | 0.08% | +1,462+14.2% | Added |
| Girard Partners Ltd. | 11,812 | $366.0K | 0.04% | +1,749+17.4% | Added |
| Sargent Bickham Lagudis LLC | 11,859 | $367.4K | 0.03% | 00.0% | Unchanged |
| Harbor Group, Inc. | 11,883 | $368.1K | 0.24% | +8+0.1% | Added |
| KCM Investment Advisors LLC | 11,952 | $370.0K | 0.02% | −2,000−14.3% | Reduced |
| King Luther Capital Management Corp | 11,969 | $370.8K | 0.00% | −20.0% | Reduced |
| Ameritas Advisory Services, LLC | 11,993 | $371.6K | 0.02% | −348−2.8% | Reduced |
| Souders Financial Advisors | 12,046 | $373.2K | 0.09% | +245+2.1% | Added |
| Epoch Investment Partners, Inc. | 12,102 | $374.9K | 0.00% | −126−1.0% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $375.0K | 0.70% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,110 | $375.2K | 0.28% | +20.0% | Added |
| Holistic Financial Partners | 12,114 | $375.3K | 0.34% | +12,114 | New |
| Fagan Associates, Inc. | 12,131 | $375.8K | 0.10% | 00.0% | Unchanged |
| KCS Wealth Advisory | 12,146 | $376.3K | 0.16% | −114−0.9% | Reduced |
| Shufro Rose & Co LLC | 12,146 | $376.3K | 0.03% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 12,152 | $376.5K | 0.14% | −86,717−87.7% | Reduced |
| First Interstate Bank | 12,181 | $377.0K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,235 | $379.0K | 0.09% | 00.0% | Unchanged |
| Alpha Family Trust | 12,270 | $380.1K | 0.34% | +12,270 | New |
| Financial Network Wealth Management LLC | 12,300 | $381.1K | 0.21% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 12,321 | $381.7K | 0.26% | +16+0.1% | Added |
| Westbourne Investment Advisors, Inc. | 12,390 | $384.0K | 0.19% | 00.0% | Unchanged |
| CWM Advisors, LLC | 12,433 | $385.2K | 0.05% | +189+1.5% | Added |
| Black Diamond Financial, LLC | 12,433 | $385.2K | 0.14% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 12,475 | $386.5K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 12,535 | $388.0K | 0.05% | −27,494−68.7% | Reduced |
| Founders Financial Alliance, LLC | 12,565 | $389.3K | 0.18% | +731+6.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $390.3K | 0.13% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12,627 | $391.2K | 0.05% | +12,627 | New |
| Joel Isaacson & Co., LLC | 12,647 | $391.8K | 0.03% | +725+6.1% | Added |
| IFG Advisory, LLC | 12,705 | $393.0K | 0.04% | −9,027−41.5% | Reduced |
| Meridian Wealth Management, LLC | 12,700 | $393.4K | 0.04% | +265+2.1% | Added |