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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 13,372 | $414.3K | 0.18% | −1,140−7.9% | Reduced |
| Trustmark National Bank Trust Department | 13,275 | $411.3K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,233 | $410.0K | 0.04% | −410−3.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 13,217 | $409.5K | 0.14% | −371−2.7% | Reduced |
| Mission Wealth Management, LP | 13,137 | $407.0K | 0.02% | −707−5.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,095 | $405.7K | 0.01% | −405−3.0% | Reduced |
| Excalibur Management Corp | 13,071 | $405.0K | 0.21% | 00.0% | Unchanged |
| RCS Financial Planning, LLC | 13,044 | $404.1K | 0.39% | +13,044 | New |
| Bank of Hawaii | 13,008 | $403.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 12,989 | $402.0K | 0.04% | −312−2.3% | Reduced |
| OneAscent Financial Services LLC | 12,911 | $400.0K | 0.17% | +1,671+14.9% | Added |
| Bigelow Investment Advisors, LLC | 12,754 | $395.1K | 0.23% | −900−6.6% | Reduced |
| Sepio Capital, LP | 12,721 | $394.1K | 0.03% | +869+7.3% | Added |
| Soltis Investment Advisors LLC | 12,713 | $393.9K | 0.05% | +63+0.5% | Added |
| Meridian Wealth Management, LLC | 12,700 | $393.4K | 0.04% | +265+2.1% | Added |
| IFG Advisory, LLC | 12,705 | $393.0K | 0.04% | −9,027−41.5% | Reduced |
| Joel Isaacson & Co., LLC | 12,647 | $391.8K | 0.03% | +725+6.1% | Added |
| Armstrong Advisory Group, Inc | 12,627 | $391.2K | 0.05% | +12,627 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $390.3K | 0.13% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,565 | $389.3K | 0.18% | +731+6.2% | Added |
| Gsa Capital Partners LLP | 12,535 | $388.0K | 0.05% | −27,494−68.7% | Reduced |
| Gamble Jones Investment Counsel | 12,475 | $386.5K | 0.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 12,433 | $385.2K | 0.14% | 00.0% | Unchanged |
| CWM Advisors, LLC | 12,433 | $385.2K | 0.05% | +189+1.5% | Added |
| Westbourne Investment Advisors, Inc. | 12,390 | $384.0K | 0.19% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 12,321 | $381.7K | 0.26% | +16+0.1% | Added |
| Financial Network Wealth Management LLC | 12,300 | $381.1K | 0.21% | 00.0% | Unchanged |
| Alpha Family Trust | 12,270 | $380.1K | 0.34% | +12,270 | New |
| Formidable Asset Management, LLC | 12,235 | $379.0K | 0.09% | 00.0% | Unchanged |
| First Interstate Bank | 12,181 | $377.0K | 0.03% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 12,152 | $376.5K | 0.14% | −86,717−87.7% | Reduced |
| Shufro Rose & Co LLC | 12,146 | $376.3K | 0.03% | 00.0% | Unchanged |
| KCS Wealth Advisory | 12,146 | $376.3K | 0.16% | −114−0.9% | Reduced |
| Fagan Associates, Inc. | 12,131 | $375.8K | 0.10% | 00.0% | Unchanged |
| Holistic Financial Partners | 12,114 | $375.3K | 0.34% | +12,114 | New |
| Latitude Advisors, LLC | 12,110 | $375.2K | 0.28% | +20.0% | Added |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $375.0K | 0.70% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 12,102 | $374.9K | 0.00% | −126−1.0% | Reduced |
| Souders Financial Advisors | 12,046 | $373.2K | 0.09% | +245+2.1% | Added |
| Ameritas Advisory Services, LLC | 11,993 | $371.6K | 0.02% | −348−2.8% | Reduced |
| King Luther Capital Management Corp | 11,969 | $370.8K | 0.00% | −20.0% | Reduced |
| KCM Investment Advisors LLC | 11,952 | $370.0K | 0.02% | −2,000−14.3% | Reduced |
| Harbor Group, Inc. | 11,883 | $368.1K | 0.24% | +8+0.1% | Added |
| Sargent Bickham Lagudis LLC | 11,859 | $367.4K | 0.03% | 00.0% | Unchanged |
| Girard Partners Ltd. | 11,812 | $366.0K | 0.04% | +1,749+17.4% | Added |
| 9258 Wealth Management, LLC | 11,784 | $365.1K | 0.08% | +1,462+14.2% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $364.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 11,707 | $362.7K | 0.02% | +238+2.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,700 | $362.0K | 0.25% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,632 | $360.4K | 0.03% | +557+5.0% | Added |
| Barry Investment Advisors, LLC | 11,628 | $360.2K | 0.11% | +35+0.3% | Added |
| Mayflower Financial Advisors, LLC | 11,623 | $360.1K | 0.05% | +74+0.6% | Added |
| Strategic Financial Services, Inc, | 11,616 | $359.9K | 0.03% | −25−0.2% | Reduced |
| Castle Wealth Management LLC | 11,563 | $358.2K | 0.23% | −91−0.8% | Reduced |
| WNY Asset Management, LLC | 11,556 | $358.0K | 0.10% | −305−2.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $356.9K | 0.14% | 00.0% | Unchanged |
| Covenant Partners, LLC | 11,457 | $354.9K | 0.14% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 11,416 | $353.7K | 0.04% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 11,406 | $353.4K | 0.07% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $353.2K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,350 | $351.6K | 0.05% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $351.6K | 0.14% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $351.2K | 0.24% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $349.7K | 0.10% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $349.6K | 0.08% | +1,926+20.6% | Added |
| CWA Asset Management Group, LLC | 11,277 | $349.4K | 0.03% | +643+6.0% | Added |
| NFJ Investment Group, LLC | 11,273 | $349.2K | 0.01% | −5,822−34.1% | Reduced |
| TriaGen Wealth Management LLC | 11,224 | $347.7K | 0.19% | 00.0% | Unchanged |
| Gradient Investments LLC | 11,215 | $347.4K | 0.01% | +276+2.5% | Added |
| Frisch Financial Group, Inc. | 11,215 | $347.0K | 0.13% | +14+0.1% | Added |
| Beech Hill Advisors, Inc. | 11,200 | $347.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Regal Investment Advisors LLC | 11,050 | $342.3K | 0.03% | +6+0.1% | Added |
| TCWP LLC | 10,979 | $342.1K | 0.07% | +888+8.8% | Added |
| Hendley & Co Inc | 11,025 | $342.0K | 0.15% | +75+0.7% | Added |
| Warren Averett Asset Management, LLC | 11,029 | $341.7K | 0.02% | +375+3.5% | Added |
| Westmount Partners, LLC | 10,992 | $340.5K | 0.18% | +10,992 | New |
| Sound Income Strategies, LLC | 10,950 | $339.2K | 0.04% | +238+2.2% | Added |
| Kiley Juergens Wealth Management, LLC | 10,889 | $337.3K | 0.14% | −120−1.1% | Reduced |
| True Capital Management | 10,887 | $337.3K | 0.27% | +10,887 | New |
| Connors Investor Services Inc | 10,885 | $337.2K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 10,860 | $336.0K | 0.03% | −740−6.4% | Reduced |
| United Bank | 10,815 | $335.0K | 0.05% | −10,800−50.0% | 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 |
| Capital Asset Advisory Services LLC | 10,753 | $333.9K | 0.03% | −1,062−9.0% | Reduced |
| Chicago Partners Investment Group LLC | 10,341 | $333.9K | 0.02% | +83+0.8% | Added |
| West Branch Capital LLC | 10,701 | $331.5K | 0.20% | +27+0.3% | Added |
| Key Client Fiduciary Advisors, LLC | 10,700 | $331.5K | 0.23% | +10,700 | New |
| Kinloch Capital, LLC | 10,692 | $331.0K | 0.19% | 00.0% | Unchanged |
| Choate Investment Advisors | 10,673 | $330.6K | 0.02% | −1,065−9.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,669 | $330.5K | 0.03% | −2,158−16.8% | Reduced |
| YHB Investment Advisors, Inc. | 10,654 | $330.1K | 0.04% | +30.0% | Added |
| Wedmont Private Capital | 10,237 | $329.6K | 0.05% | +1,536+17.7% | Added |
| David Loasby | 10,141 | $329.1K | 0.04% | +885+9.6% | Added |
| One River Asset Management, LLC | 10,545 | $328.1K | 0.22% | +10,545 | New |
| ICICI Prudential Asset Management Co Ltd | 10,559 | $327.1K | 0.05% | +2,696+34.3% | Added |
| Goelzer Investment Management, Inc. | 10,523 | $326.0K | 0.03% | 00.0% | Unchanged |