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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 29,270 | $906.8K | 0.11% | +115+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 29,316 | $908.2K | 0.08% | −850−2.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 29,510 | $914.2K | 0.43% | −4,924−14.3% | Reduced |
| Main Street Financial Solutions, LLC | 29,540 | $915.0K | 0.14% | +50.0% | Added |
| Private Trust Co NA | 29,545 | $915.0K | 0.14% | +91+0.3% | Added |
| Fruth Investment Management | 29,600 | $917.0K | 0.27% | 00.0% | Unchanged |
| Vista Investment Management | 29,614 | $917.4K | 0.52% | +30.0% | Added |
| First National Bank of South Miami | 29,628 | $918.0K | 0.69% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 29,885 | $926.0K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 30,000 | $929.4K | 0.23% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 30,117 | $933.0K | 0.57% | −61,051−67.0% | Reduced |
| Wellington Shields & Co., LLC | 30,130 | $933.4K | 0.21% | −2,100−6.5% | Reduced |
| Money Concepts Capital Corp | 30,134 | $933.6K | 0.04% | +17,348+135.7% | Added |
| Clarius Group, LLC | 30,133 | $934.0K | 0.08% | +949+3.3% | Added |
| StoneX Group Inc. | 30,172 | $934.7K | 0.11% | −1,562−4.9% | Reduced |
| PBMares Wealth Management LLC | 30,272 | $937.8K | 0.38% | +10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 30,302 | $938.8K | 0.07% | −99−0.3% | Reduced |
| Acorn Wealth Advisors, LLC | 30,315 | $939.0K | 0.72% | +106+0.4% | Added |
| Edgemoor Investment Advisors, Inc. | 30,369 | $940.8K | 0.12% | +7,500+32.8% | Added |
| Sawtooth Solutions, LLC | 30,374 | $941.0K | 0.13% | +1,225+4.2% | Added |
| SkyOak Wealth, LLC | 30,400 | $941.8K | 0.32% | −4,325−12.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 30,440 | $943.0K | 0.69% | −1,800−5.6% | Reduced |
| Diversified Trust Co | 30,574 | $947.0K | 0.04% | −4,890−13.8% | Reduced |
| Systematic Financial Management LP | 30,600 | $948.0K | 0.03% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 30,735 | $952.2K | 0.03% | +1,510+5.2% | Added |
| HAP Trading, LLC | 30,787 | $954.0K | 0.16% | +12,181+65.5% | Added |
| Stratos Wealth Partners, LTD. | 30,871 | $956.4K | 0.02% | +764+2.5% | Added |
| Engrave Wealth Partners LLC | 29,888 | $963.3K | 0.33% | +225+0.8% | Added |
| Sage Investment Advisers LLC | 31,510 | $976.2K | 1.39% | −304−1.0% | Reduced |
| Cadinha & Co LLC | 31,606 | $979.2K | 0.22% | −945−2.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 31,635 | $980.1K | 0.04% | +4,561+16.8% | Added |
| Jacobi Capital Management LLC | 31,696 | $982.0K | 0.12% | +383+1.2% | Added |
| Sawgrass Asset Management LLC | 31,897 | $988.2K | 0.14% | −94−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 32,006 | $992.0K | 0.02% | −1,700−5.0% | Reduced |
| Washington Trust Co | 32,183 | $997.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 32,302 | $1.00M | 0.03% | +17,561+119.1% | Added |
| Garda Capital Partners LP | 32,332 | $1.00M | 0.93% | +32,332 | New |
| WealthBridge Capital Management, LLC | 32,400 | $1.00M | 0.42% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 32,754 | $1.01M | 0.56% | −3,897−10.6% | Reduced |
| Grove Bank & Trust | 33,144 | $1.03M | 0.23% | −7,261−18.0% | Reduced |
| Valmark Advisers, Inc. | 33,240 | $1.03M | 0.02% | +322+1.0% | Added |
| Tokio Marine Asset Management Co Ltd | 33,339 | $1.03M | 0.08% | +1,609+5.1% | Added |
| SkyView Investment Advisors, LLC | 33,939 | $1.05M | 0.32% | −1,805−5.0% | Reduced |
| Park Avenue Securities LLC | 34,048 | $1.05M | 0.02% | +1,777+5.5% | Added |
| Biltmore Wealth Management, LLC | 34,182 | $1.06M | 0.46% | +74+0.2% | Added |
| Terra Nova Asset Management LLC | 34,187 | $1.06M | 1.11% | −1,758−4.9% | Reduced |
| Verus Financial Partners, Inc. | 34,288 | $1.06M | 0.15% | 00.0% | Unchanged |
| First Hawaiian Bank | 34,345 | $1.06M | 0.04% | −189−0.5% | Reduced |
| Boyd Watterson Asset Management LLC | 34,444 | $1.07M | 0.44% | −23−0.1% | Reduced |
| Community Trust & Investment Co | 34,650 | $1.07M | 0.10% | −6,750−16.3% | Reduced |
| Citizens Financial Group Inc | 34,760 | $1.08M | 0.04% | +879+2.6% | Added |
| Arkadios Wealth Advisors | 34,938 | $1.08M | 0.14% | +6,507+22.9% | Added |
| Weil Company, Inc. | 35,200 | $1.09M | 0.50% | −800−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 35,250 | $1.09M | 0.12% | −964−2.7% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 33,673 | $1.09M | 0.23% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 35,310 | $1.09M | 0.43% | +1,606+4.8% | Added |
| Thoroughbred Financial Services, LLC | 35,332 | $1.09M | 0.18% | −925−2.6% | Reduced |
| Traynor Capital Management, Inc. | 35,405 | $1.10M | 0.19% | +21,689+158.1% | Added |
| Veriti Management LLC | 35,407 | $1.10M | 0.15% | −4,956−12.3% | Reduced |
| Pitcairn Co | 35,451 | $1.10M | 0.11% | +154+0.4% | Added |
| Quantamental Technologies LLC | 35,522 | $1.10M | 0.50% | +35,522 | New |
| Maven Securities LTD | 35,709 | $1.11M | 0.22% | +2,440+7.3% | Added |
| Harbor Investment Advisory, LLC | 35,835 | $1.11M | 0.17% | −83−0.2% | Reduced |
| Ossiam | 35,929 | $1.11M | 0.03% | −85,822−70.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.11M | 0.25% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 36,112 | $1.12M | 0.06% | +201+0.6% | Added |
| Chatham Capital Group, Inc. | 36,216 | $1.12M | 0.26% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 36,308 | $1.12M | 0.11% | −19,362−34.8% | Reduced |
| Lynch & Associates | 36,490 | $1.13M | 0.30% | +10.0% | Added |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.13M | 0.51% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 36,624 | $1.13M | 0.16% | +18,355+100.5% | Added |
| Appleton Partners Inc | 36,631 | $1.14M | 0.11% | −1,994−5.2% | Reduced |
| Jump Financial, LLC | 36,700 | $1.14M | 0.06% | −198,316−84.4% | Reduced |
| Nations Financial Group Inc, | 37,204 | $1.15M | 0.13% | −308−0.8% | Reduced |
| Valeo Financial Advisors, LLC | 37,208 | $1.15M | 0.06% | +5,007+15.5% | Added |
| Wealthspire Advisors, LLC | 37,367 | $1.16M | 0.02% | +5,996+19.1% | Added |
| Massachusetts Wealth Management | 37,490 | $1.16M | 1.12% | +37,490 | New |
| Sheets Smith Wealth Management | 37,566 | $1.16M | 0.18% | +100.0% | Added |
| Country Club Bank | 37,714 | $1.17M | 0.10% | 00.0% | Unchanged |
| DFPG Investments, LLC | 36,051 | $1.17M | 0.19% | +36,051 | New |
| E. Ohman J:or Asset Management AB | 37,900 | $1.17M | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 37,991 | $1.18M | 0.03% | −1,501−3.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 38,486 | $1.19M | 0.05% | −105−0.3% | Reduced |
| Vaughan David Investments LLC | 38,600 | $1.20M | 0.04% | −1,000−2.5% | Reduced |
| Weatherly Asset Management L. P. | 38,655 | $1.20M | 0.16% | 00.0% | Unchanged |
| JT Stratford LLC | 38,685 | $1.20M | 0.38% | −57−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 38,739 | $1.20M | 0.05% | −201−0.5% | Reduced |
| Coldstream Capital Management Inc | 39,001 | $1.21M | 0.04% | +39,001 | New |
| Dynamic Advisor Solutions LLC | 39,052 | $1.21M | 0.08% | +28,948+286.5% | Added |
| Versor Investments LP | 39,100 | $1.21M | 0.10% | −28,432−42.1% | Reduced |
| Leavell Investment Management, Inc. | 39,302 | $1.22M | 0.09% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 39,460 | $1.22M | 0.09% | −9,100−18.7% | Reduced |
| Conway Capital Management, Inc. | 39,850 | $1.23M | 1.25% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 39,983 | $1.24M | 0.08% | −1,600−3.8% | Reduced |
| Symphony Financial, Ltd. Co. | 39,624 | $1.24M | 0.33% | +2,685+7.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 40,183 | $1.25M | 0.64% | +1,786+4.7% | Added |
| EP Wealth Advisors, LLC | 40,211 | $1.25M | 0.02% | −2,185−5.2% | Reduced |
| Ballentine Partners, LLC | 40,486 | $1.25M | 0.04% | −2,825−6.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 40,497 | $1.25M | 0.48% | −2,724−6.3% | Reduced |
| First National Bank Sioux Falls | 40,500 | $1.25M | 0.91% | 00.0% | Unchanged |