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 |
|---|---|---|---|---|---|
| Carderock Capital Management Inc | 8,000 | $248.0K | 0.10% | −1,008−11.2% | Reduced |
| Tandem Investment Advisors, Inc. | 8,020 | $248.0K | 0.01% | −77−1.0% | Reduced |
| Court Place Advisors, LLC | 8,004 | $248.0K | 0.09% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 7,946 | $246.2K | 0.05% | +71+0.9% | Added |
| Bridgeworth, LLC | 7,941 | $246.0K | 0.04% | 00.0% | Unchanged |
| Day & Ennis, LLC | 7,932 | $245.7K | 0.10% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 7,930 | $245.7K | 0.13% | +67+0.9% | Added |
| American Institute for Advanced Investment Management, LLP | 7,920 | $245.4K | 0.23% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 7,906 | $244.9K | 0.21% | −1,500−15.9% | Reduced |
| New Capital Management LP | 7,884 | $244.3K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 7,884 | $244.2K | 0.08% | +67+0.9% | Added |
| Global Retirement Partners, LLC | 7,853 | $243.3K | 0.02% | +906+13.0% | Added |
| Bryn Mawr Trust Co | 7,856 | $243.0K | 0.01% | 00.0% | Unchanged |
| Willner & Heller, LLC | 7,842 | $243.0K | 0.35% | −26−0.3% | Reduced |
| CoreFirst Bank & Trust | 7,836 | $242.8K | 0.18% | 00.0% | Unchanged |
| Broderick Brian C | 7,800 | $241.6K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 7,800 | $241.6K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 7,696 | $238.4K | 0.51% | −2,750−26.3% | Reduced |
| BDO Wealth Advisors, LLC | 7,677 | $237.8K | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 7,675 | $237.8K | 0.09% | +20.0% | Added |
| 44 Wealth Management LLC | 7,662 | $237.4K | 0.08% | −285−3.6% | Reduced |
| Legacy Financial Group, Inc. | 7,625 | $236.2K | 0.15% | +7,625 | New |
| Middleton & Co Inc | 7,625 | $236.2K | 0.04% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 7,611 | $236.0K | 0.01% | +7,611 | New |
| We Are One Seven, LLC | 7,611 | $235.8K | 0.02% | +7,611 | New |
| Capital Square, LLC | 7,600 | $235.4K | 0.21% | 00.0% | Unchanged |
| Compass Financial Group, INC | 7,600 | $235.0K | 0.08% | +7,600 | New |
| TrinityPoint Wealth, LLC | 7,567 | $234.4K | 0.05% | −253−3.2% | Reduced |
| Auxier Asset Management | 7,566 | $234.4K | 0.04% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,542 | $233.6K | 0.05% | +7,542 | New |
| Duality Advisers, LP | 7,539 | $233.6K | 0.03% | −138,894−94.9% | Reduced |
| RSM US Wealth Management LLC | 7,477 | $233.2K | 0.01% | +7,477 | New |
| Cozad Asset Management Inc | 7,509 | $232.6K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,500 | $232.3K | 0.06% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $232.3K | 0.26% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 7,494 | $232.0K | 0.13% | +7,494 | New |
| Smith, Moore & Co. | 7,480 | $231.7K | 0.03% | +7,480 | New |
| WealthShield Partners, LLC | 7,470 | $231.4K | 0.04% | +7,470 | New |
| TFG Advisers LLC | 7,459 | $231.1K | 0.12% | −299−3.9% | Reduced |
| Thomasville National Bank | 7,464 | $231.0K | 0.03% | −60−0.8% | Reduced |
| Front Row Advisors LLC | 7,464 | $231.0K | 0.12% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7,450 | $231.0K | 0.07% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,448 | $230.7K | 0.02% | +7,448 | New |
| Heritage Trust Co | 7,417 | $229.8K | 0.04% | +7,417 | New |
| Wallace Advisory Group, LLC | 7,412 | $229.6K | 0.18% | +7,412 | New |
| FSM Wealth Advisors, LLC | 7,376 | $228.5K | 0.16% | +7,376 | New |
| Verdence Capital Advisors LLC | 7,372 | $228.4K | 0.03% | +7,372 | New |
| Ridgewood Investments LLC | 7,351 | $227.7K | 0.16% | +7,351 | New |
| Trustcore Financial Services, LLC | 7,328 | $227.0K | 0.02% | −1,500−17.0% | Reduced |
| BSW Wealth Partners | 7,296 | $226.0K | 0.05% | +7,296 | New |
| Fortress Wealth Group, LLC | 7,285 | $225.7K | 0.16% | −1,285−15.0% | Reduced |
| HCR Wealth Advisors | 7,284 | $225.7K | 0.05% | +7,284 | New |
| Patton Albertson Miller Group, LLC | 7,251 | $224.6K | 0.04% | +7,251 | New |
| West Wealth Group, LLC | 7,246 | $224.5K | 0.11% | +7,246 | New |
| Fairhaven Wealth Management, LLC | 7,238 | $224.2K | 0.10% | +7,238 | New |
| Carmichael Hill & Associates, Inc. | 7,200 | $223.1K | 0.12% | 00.0% | Unchanged |
| Papp L Roy & Associates | 7,200 | $223.1K | 0.03% | +7,200 | New |
| Rock Point Advisors, LLC | 7,200 | $223.0K | 0.08% | +7,200 | New |
| Rex Capital Advisors, LLC | 7,200 | $223.0K | 0.15% | +7,200 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 7,186 | $222.6K | 0.16% | +30.0% | Added |
| Bray Capital Advisors | 7,155 | $221.7K | 0.07% | 00.0% | Unchanged |
| White Pine Capital LLC | 7,142 | $221.3K | 0.09% | +7,142 | New |
| Oxford Financial Group Ltd | 7,117 | $220.5K | 0.03% | +7,117 | New |
| Clear Creek Financial Management, LLC | 7,109 | $220.2K | 0.05% | +7,109 | New |
| Aspiriant, LLC | 7,092 | $219.7K | 0.01% | +7,092 | New |
| Hilltop Holdings Inc. | 7,083 | $219.4K | 0.03% | −724−9.3% | Reduced |
| Romano Brothers and Company | 7,072 | $219.1K | 0.03% | +7,072 | New |
| Hazlett, Burt & Watson, Inc. | 7,052 | $219.0K | 0.19% | 00.0% | Unchanged |
| Kendall Capital Management | 7,044 | $218.0K | 0.11% | −1,180−14.3% | Reduced |
| SNS Financial Group, LLC | 7,024 | $217.6K | 0.03% | +7,024 | New |
| ArrowMark Colorado Holdings LLC | 7,020 | $217.5K | 0.00% | +7,020 | New |
| Empowered Funds, LLC | 7,016 | $217.4K | 0.01% | +7,016 | New |
| Ledyard National Bank | 6,996 | $216.7K | 0.03% | +6,996 | New |
| Guardian Wealth Advisors, LLC | 6,994 | $216.7K | 0.04% | +6,994 | New |
| Lowell Blake & Associates Inc. | 6,981 | $216.3K | 0.07% | +6,981 | New |
| Trust Co of Toledo NA | 6,985 | $216.0K | 0.04% | −1,917−21.5% | Reduced |
| Atlas Capital Advisors LLC | 6,954 | $215.4K | 0.04% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 6,948 | $215.2K | 0.02% | +6,948 | New |
| Silver Oak Advisory Group, Inc. | 6,955 | $215.0K | 0.15% | −1,022−12.8% | Reduced |
| State of Wyoming | 6,926 | $214.6K | 0.07% | −2,062−22.9% | Reduced |
| Claro Advisors LLC | 6,910 | $214.1K | 0.07% | +6,910 | New |
| Defender Capital, LLC. | 6,910 | $214.1K | 0.09% | +6,910 | New |
| Beaton Management Co. Inc. | 6,900 | $214.0K | 0.14% | +6,900 | New |
| Pendal Group Limited | 6,898 | $213.7K | 0.00% | +6,898 | New |
| Madison Asset Management, LLC | 6,888 | $213.0K | 0.00% | +6,888 | New |
| Old Second National Bank of Aurora | 6,850 | $212.2K | 0.06% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,846 | $212.1K | 0.01% | +6,846 | New |
| Moss Adams Wealth Advisors LLC | 6,842 | $212.0K | 0.11% | +6,842 | New |
| Gould Asset Management LLC | 6,825 | $211.4K | 0.06% | +6,825 | New |
| Advisors Capital Management, LLC | 6,795 | $211.0K | 0.01% | −2,625−27.9% | Reduced |
| Resolute Financial, LLC | 6,808 | $210.9K | 0.18% | +6,808 | New |
| Beta Wealth Group, Inc. | 6,800 | $210.7K | 0.14% | +6,800 | New |
| Charter Research & Investment Group, Inc. | 6,791 | $210.4K | 0.20% | +6,791 | New |
| J. W. Coons Advisors, LLC | 6,750 | $209.1K | 0.06% | +6,750 | New |
| Red Wave Investments LLC | 6,747 | $209.0K | 0.09% | −3,745−35.7% | Reduced |
| GraniteShares Advisors LLC | 6,744 | $208.9K | 0.17% | −968−12.6% | Reduced |
| NorthRock Partners, LLC | 6,737 | $208.7K | 0.02% | −1,364−16.8% | Reduced |
| Aviance Capital Partners, LLC | 6,732 | $208.6K | 0.05% | +6,732 | New |
| Planning Alternatives Ltd | 6,684 | $207.1K | 0.04% | +6,684 | New |
| StrategIQ Financial Group, LLC | 6,668 | $206.6K | 0.02% | +6,668 | New |