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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 17,294 | $536.0K | 0.05% | −11−0.1% | Reduced |
| Walker Asset Management, LLC | 17,110 | $530.1K | 0.46% | +10.0% | Added |
| Partners in Financial Planning | 17,052 | $526.6K | 0.15% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 16,943 | $524.9K | 0.04% | +6,743+66.1% | Added |
| Tillar-Wenstrup Advisors, LLC | 16,890 | $523.0K | 0.25% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 16,868 | $522.6K | 0.30% | +50.0% | Added |
| TD Private Client Wealth LLC | 16,819 | $521.1K | 0.02% | −325−1.9% | Reduced |
| Charles Schwab Trust Co | 16,768 | $519.5K | 0.07% | +16,768 | New |
| First Commonwealth Financial Corp | 16,767 | $519.4K | 0.19% | +53+0.3% | Added |
| Flagship Harbor Advisors, LLC | 16,547 | $512.6K | 0.05% | −8,056−32.7% | Reduced |
| VELA Investment Management, LLC | 16,536 | $512.3K | 0.25% | +6,081+58.2% | Added |
| NTV Asset Management LLC | 16,457 | $509.8K | 0.10% | +206+1.3% | Added |
| Integrated Advisors Network LLC | 16,437 | $509.2K | 0.03% | −3,472−17.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 16,394 | $507.9K | 0.17% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 16,327 | $505.8K | 0.08% | +10.0% | Added |
| Brandywine Oak Private Wealth LLC | 16,296 | $504.9K | 0.06% | −27−0.2% | Reduced |
| Zions Bancorporation, N.A. | 16,245 | $503.3K | 0.04% | +438+2.8% | Added |
| Moloney Securities Asset Management, LLC | 16,197 | $501.8K | 0.11% | −60−0.4% | Reduced |
| Indiana Trust & Investment Management CO | 16,174 | $501.0K | 0.28% | +49+0.3% | Added |
| Shorepoint Capital Partners LLC | 16,150 | $500.0K | 0.14% | +16,150 | New |
| Basso Capital Management, L.P. | 16,100 | $498.8K | 0.54% | +16,100 | New |
| Alpha Omega Wealth Management LLC | 16,098 | $498.7K | 0.09% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 16,073 | $498.0K | 0.03% | −868−5.1% | Reduced |
| Peachtree Investment Partners, LLC | 16,070 | $497.9K | 0.30% | −1,942−10.8% | Reduced |
| Waypoint Wealth Partners Inc. | 16,020 | $496.3K | 0.20% | 00.0% | Unchanged |
| Financial Consulate, Inc | 16,007 | $495.9K | 0.17% | +22+0.1% | Added |
| Davis R M Inc | 15,987 | $495.0K | 0.01% | +1,344+9.2% | Added |
| Smith, Salley & Associates | 15,925 | $493.4K | 0.04% | −100−0.6% | Reduced |
| Paragon Wealth Strategies, LLC | 15,842 | $490.8K | 0.59% | +8,472+115.0% | Added |
| Nexus Investment Management ULC | 15,840 | $490.7K | 0.06% | +15,840 | New |
| Dorsey & Whitney Trust CO LLC | 15,001 | $489.5K | 0.05% | −869−5.5% | Reduced |
| XTX Topco Ltd | 15,786 | $489.1K | 0.10% | −1,597−9.2% | Reduced |
| Successful Portfolios LLC | 15,762 | $488.0K | 0.32% | 00.0% | Unchanged |
| Platform Technology Partners | 15,670 | $485.5K | 0.25% | −696−4.3% | Reduced |
| Wintrust Investments LLC | 15,613 | $484.0K | 0.06% | +90+0.6% | Added |
| Financial Architects, Inc | 15,523 | $480.9K | 0.08% | −83−0.5% | Reduced |
| JGP Wealth Management, LLC | 15,519 | $480.8K | 0.09% | −374−2.4% | Reduced |
| Advisors Asset Management, Inc. | 15,514 | $480.6K | 0.01% | +910+6.2% | Added |
| Clark Capital Management Group, Inc. | 15,510 | $480.5K | 0.00% | −560−3.5% | Reduced |
| Viawealth, LLC | 14,924 | $479.7K | 0.39% | +14,924 | New |
| Levin Capital Strategies, L.P. | 15,447 | $478.5K | 0.06% | +15,447 | New |
| Prospera Financial Services Inc | 15,430 | $478.0K | 0.02% | +5,275+51.9% | Added |
| Fort Pitt Capital Group, LLC | 15,428 | $478.0K | 0.02% | +47+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 15,398 | $477.0K | 0.35% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 15,360 | $475.9K | 0.11% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 15,340 | $475.2K | 0.21% | +5,048+49.0% | Added |
| Principle Wealth Partners LLC | 15,329 | $474.9K | 0.05% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 15,300 | $474.0K | 0.31% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 15,236 | $472.0K | 0.22% | +680+4.7% | Added |
| Stonnington Group, LLC | 14,535 | $470.9K | 0.13% | 00.0% | Unchanged |
| Everett Harris & Co | 15,176 | $470.0K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 15,120 | $468.4K | 0.15% | +15,120 | New |
| Northwest Bancshares, Inc. | 15,101 | $467.8K | 0.09% | +900+6.3% | Added |
| CFM Wealth Partners LLC | 15,045 | $466.1K | 0.14% | +449+3.1% | Added |
| Wolverine Asset Management LLC | 15,000 | $464.7K | 0.01% | −5,000−25.0% | Reduced |
| Evercore Wealth Management, LLC | 14,919 | $462.2K | 0.01% | +876+6.2% | Added |
| 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 |
| Bangor Savings Bank | 14,836 | $459.0K | 0.05% | −160−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,814 | $458.9K | 0.10% | −89−0.6% | Reduced |
| CoreCap Advisors, LLC | 14,797 | $458.4K | 0.03% | +311+2.1% | Added |
| Canal Capital Management, LLC | 14,774 | $457.7K | 0.11% | +62+0.4% | Added |
| Meritas Wealth Management, LLC | 14,715 | $455.9K | 0.38% | +14,715 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,704 | $455.5K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 14,689 | $455.1K | 0.16% | +10+0.1% | Added |
| NBT Bank N A | 14,677 | $454.7K | 0.07% | +307+2.1% | Added |
| Johnson Financial Group, Inc. | 14,658 | $454.1K | 0.04% | −13−0.1% | Reduced |
| Manchester Capital Management LLC | 14,640 | $453.5K | 0.07% | −2,777−15.9% | Reduced |
| First National Trust Co | 14,402 | $446.2K | 0.02% | −89−0.6% | Reduced |
| FC Advisory LLC | 14,400 | $446.1K | 0.21% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 14,371 | $445.2K | 0.18% | +14,371 | New |
| Ambassador Advisors, LLC | 14,252 | $441.5K | 0.10% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 14,247 | $441.0K | 0.19% | −238−1.6% | Reduced |
| Colonial Trust Advisors | 14,217 | $440.4K | 0.05% | −4,970−25.9% | Reduced |
| Collective Family Office LLC | 14,214 | $440.4K | 0.20% | −653−4.4% | Reduced |
| 1st Source Bank | 14,192 | $439.7K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14,185 | $439.5K | 0.02% | −693−4.7% | Reduced |
| Altshuler Shaham Ltd | 14,098 | $436.8K | 0.02% | −1,320−8.6% | Reduced |
| Marathon Capital Management | 14,048 | $435.2K | 0.12% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 14,040 | $435.0K | 0.14% | −41,740−74.8% | Reduced |
| First Financial Bank - Trust Division | 14,020 | $434.0K | 0.05% | −3,845−21.5% | Reduced |
| STF Management LP | 13,986 | $433.3K | 0.62% | +13,986 | New |
| Harvey Investment Co LLC | 13,986 | $433.0K | 0.06% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 13,930 | $431.6K | 0.17% | +3,470+33.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 13,880 | $430.0K | 0.14% | −340−2.4% | Reduced |
| IVC Wealth Advisors LLC | 13,879 | $430.0K | 0.32% | 00.0% | Unchanged |
| Estabrook Capital Management | 13,875 | $429.8K | 0.07% | −3,000−17.8% | Reduced |
| Triad Financial Advisors, Inc. | 13,819 | $428.1K | 0.19% | −299−2.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,800 | $427.5K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 13,794 | $427.3K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 13,740 | $425.7K | 0.12% | +331+2.5% | Added |
| Bridgewater Advisors Inc. | 13,683 | $423.9K | 0.10% | −21,055−60.6% | Reduced |
| Oliver Luxxe Assets LLC | 13,580 | $420.7K | 0.12% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 13,511 | $419.0K | 0.01% | −392−2.8% | Reduced |
| 180 Wealth Advisors, LLC | 13,884 | $418.6K | 0.10% | +368+2.7% | Added |
| Baker Tilly Wealth Management, LLC | 13,458 | $416.9K | 0.05% | +220+1.7% | Added |
| Gables Capital Management Inc. | 13,450 | $416.7K | 0.30% | 00.0% | Unchanged |
| McLean Asset Management Corp | 13,446 | $416.6K | 0.14% | +104+0.8% | Added |
| Central Trust Co | 13,444 | $416.5K | 0.01% | −162−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 13,401 | $415.2K | 0.11% | +1,285+10.6% | Added |