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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 12,713 | $393.9K | 0.05% | +63+0.5% | Added |
| Sepio Capital, LP | 12,721 | $394.1K | 0.03% | +869+7.3% | Added |
| Bigelow Investment Advisors, LLC | 12,754 | $395.1K | 0.23% | −900−6.6% | Reduced |
| OneAscent Financial Services LLC | 12,911 | $400.0K | 0.17% | +1,671+14.9% | Added |
| Centaurus Financial, Inc. | 12,989 | $402.0K | 0.04% | −312−2.3% | Reduced |
| Bank of Hawaii | 13,008 | $403.0K | 0.02% | 00.0% | Unchanged |
| RCS Financial Planning, LLC | 13,044 | $404.1K | 0.39% | +13,044 | New |
| Excalibur Management Corp | 13,071 | $405.0K | 0.21% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13,095 | $405.7K | 0.01% | −405−3.0% | Reduced |
| Mission Wealth Management, LP | 13,137 | $407.0K | 0.02% | −707−5.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 13,217 | $409.5K | 0.14% | −371−2.7% | Reduced |
| Independent Financial Group, LLC | 13,233 | $410.0K | 0.04% | −410−3.0% | Reduced |
| Trustmark National Bank Trust Department | 13,275 | $411.3K | 0.04% | 00.0% | Unchanged |
| Holderness Investments Co | 13,372 | $414.3K | 0.18% | −1,140−7.9% | Reduced |
| Confluence Wealth Services, Inc. | 13,401 | $415.2K | 0.11% | +1,285+10.6% | Added |
| Central Trust Co | 13,444 | $416.5K | 0.01% | −162−1.2% | Reduced |
| McLean Asset Management Corp | 13,446 | $416.6K | 0.14% | +104+0.8% | Added |
| Gables Capital Management Inc. | 13,450 | $416.7K | 0.30% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,458 | $416.9K | 0.05% | +220+1.7% | Added |
| 180 Wealth Advisors, LLC | 13,884 | $418.6K | 0.10% | +368+2.7% | Added |
| First Citizens Bank & Trust Co | 13,511 | $419.0K | 0.01% | −392−2.8% | Reduced |
| Oliver Luxxe Assets LLC | 13,580 | $420.7K | 0.12% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 13,683 | $423.9K | 0.10% | −21,055−60.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,740 | $425.7K | 0.12% | +331+2.5% | Added |
| Avantax Planning Partners, Inc. | 13,794 | $427.3K | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,800 | $427.5K | 0.03% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 13,819 | $428.1K | 0.19% | −299−2.1% | Reduced |
| Estabrook Capital Management | 13,875 | $429.8K | 0.07% | −3,000−17.8% | Reduced |
| IVC Wealth Advisors LLC | 13,879 | $430.0K | 0.32% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 13,880 | $430.0K | 0.14% | −340−2.4% | Reduced |
| Calton & Associates, Inc. | 13,930 | $431.6K | 0.17% | +3,470+33.2% | Added |
| Harvey Investment Co LLC | 13,986 | $433.0K | 0.06% | 00.0% | Unchanged |
| STF Management LP | 13,986 | $433.3K | 0.62% | +13,986 | New |
| First Financial Bank - Trust Division | 14,020 | $434.0K | 0.05% | −3,845−21.5% | Reduced |
| Stamos Capital Partners, L.P. | 14,040 | $435.0K | 0.14% | −41,740−74.8% | Reduced |
| Marathon Capital Management | 14,048 | $435.2K | 0.12% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 14,098 | $436.8K | 0.02% | −1,320−8.6% | Reduced |
| Parallel Advisors, LLC | 14,185 | $439.5K | 0.02% | −693−4.7% | Reduced |
| 1st Source Bank | 14,192 | $439.7K | 0.03% | 00.0% | Unchanged |
| Collective Family Office LLC | 14,214 | $440.4K | 0.20% | −653−4.4% | Reduced |
| Colonial Trust Advisors | 14,217 | $440.4K | 0.05% | −4,970−25.9% | Reduced |
| Sentry Investment Management LLC | 14,247 | $441.0K | 0.19% | −238−1.6% | Reduced |
| Ambassador Advisors, LLC | 14,252 | $441.5K | 0.10% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 14,371 | $445.2K | 0.18% | +14,371 | New |
| FC Advisory LLC | 14,400 | $446.1K | 0.21% | 00.0% | Unchanged |
| First National Trust Co | 14,402 | $446.2K | 0.02% | −89−0.6% | Reduced |
| Manchester Capital Management LLC | 14,640 | $453.5K | 0.07% | −2,777−15.9% | Reduced |
| Johnson Financial Group, Inc. | 14,658 | $454.1K | 0.04% | −13−0.1% | Reduced |
| NBT Bank N A | 14,677 | $454.7K | 0.07% | +307+2.1% | Added |
| Secure Asset Management, LLC | 14,689 | $455.1K | 0.16% | +10+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,704 | $455.5K | 0.02% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 14,715 | $455.9K | 0.38% | +14,715 | New |
| Canal Capital Management, LLC | 14,774 | $457.7K | 0.11% | +62+0.4% | Added |
| CoreCap Advisors, LLC | 14,797 | $458.4K | 0.03% | +311+2.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,814 | $458.9K | 0.10% | −89−0.6% | Reduced |
| Bangor Savings Bank | 14,836 | $459.0K | 0.05% | −160−1.1% | Reduced |
| Altfest L J & Co Inc | 14,880 | $461.0K | 0.08% | −2,121−12.5% | Reduced |
| Magnolia Capital Management Ltd | 14,895 | $461.0K | 0.45% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 14,919 | $462.2K | 0.01% | +876+6.2% | Added |
| Wolverine Asset Management LLC | 15,000 | $464.7K | 0.01% | −5,000−25.0% | Reduced |
| CFM Wealth Partners LLC | 15,045 | $466.1K | 0.14% | +449+3.1% | Added |
| Northwest Bancshares, Inc. | 15,101 | $467.8K | 0.09% | +900+6.3% | Added |
| Mitchell Sinkler & Starr | 15,120 | $468.4K | 0.15% | +15,120 | New |
| Everett Harris & Co | 15,176 | $470.0K | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 14,535 | $470.9K | 0.13% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 15,236 | $472.0K | 0.22% | +680+4.7% | Added |
| NCM Capital Management, LLC | 15,300 | $474.0K | 0.31% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 15,329 | $474.9K | 0.05% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 15,340 | $475.2K | 0.21% | +5,048+49.0% | Added |
| FRG Family Wealth Advisors LLC | 15,360 | $475.9K | 0.11% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 15,398 | $477.0K | 0.35% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 15,428 | $478.0K | 0.02% | +47+0.3% | Added |
| Prospera Financial Services Inc | 15,430 | $478.0K | 0.02% | +5,275+51.9% | Added |
| Levin Capital Strategies, L.P. | 15,447 | $478.5K | 0.06% | +15,447 | New |
| Viawealth, LLC | 14,924 | $479.7K | 0.39% | +14,924 | New |
| Clark Capital Management Group, Inc. | 15,510 | $480.5K | 0.00% | −560−3.5% | Reduced |
| Advisors Asset Management, Inc. | 15,514 | $480.6K | 0.01% | +910+6.2% | Added |
| JGP Wealth Management, LLC | 15,519 | $480.8K | 0.09% | −374−2.4% | Reduced |
| Financial Architects, Inc | 15,523 | $480.9K | 0.08% | −83−0.5% | Reduced |
| Wintrust Investments LLC | 15,613 | $484.0K | 0.06% | +90+0.6% | Added |
| Platform Technology Partners | 15,670 | $485.5K | 0.25% | −696−4.3% | Reduced |
| Successful Portfolios LLC | 15,762 | $488.0K | 0.32% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,786 | $489.1K | 0.10% | −1,597−9.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,001 | $489.5K | 0.05% | −869−5.5% | Reduced |
| Nexus Investment Management ULC | 15,840 | $490.7K | 0.06% | +15,840 | New |
| Paragon Wealth Strategies, LLC | 15,842 | $490.8K | 0.59% | +8,472+115.0% | Added |
| Smith, Salley & Associates | 15,925 | $493.4K | 0.04% | −100−0.6% | Reduced |
| Davis R M Inc | 15,987 | $495.0K | 0.01% | +1,344+9.2% | Added |
| Financial Consulate, Inc | 16,007 | $495.9K | 0.17% | +22+0.1% | Added |
| Waypoint Wealth Partners Inc. | 16,020 | $496.3K | 0.20% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 16,070 | $497.9K | 0.30% | −1,942−10.8% | Reduced |
| Lake Street Advisors Group, LLC | 16,073 | $498.0K | 0.03% | −868−5.1% | Reduced |
| Alpha Omega Wealth Management LLC | 16,098 | $498.7K | 0.09% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 16,100 | $498.8K | 0.54% | +16,100 | New |
| Shorepoint Capital Partners LLC | 16,150 | $500.0K | 0.14% | +16,150 | New |
| Indiana Trust & Investment Management CO | 16,174 | $501.0K | 0.28% | +49+0.3% | Added |
| Moloney Securities Asset Management, LLC | 16,197 | $501.8K | 0.11% | −60−0.4% | Reduced |
| Zions Bancorporation, N.A. | 16,245 | $503.3K | 0.04% | +438+2.8% | Added |
| Brandywine Oak Private Wealth LLC | 16,296 | $504.9K | 0.06% | −27−0.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 16,327 | $505.8K | 0.08% | +10.0% | Added |