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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 6,631 | $205.4K | 0.05% | +6,631 | New |
| Atlas Brown,Inc. | 6,605 | $204.6K | 0.10% | +6,605 | New |
| Goodwin Daniel L | 6,600 | $204.5K | 0.10% | +6,600 | New |
| Summit X, LLC | 7,022 | $204.1K | 0.06% | +7,022 | New |
| Asio Capital, LLC | 6,561 | $203.3K | 0.06% | +6,561 | New |
| Principal Street Partners, LLC | 6,546 | $202.8K | 0.05% | +6,546 | New |
| Gateway Wealth Partners, LLC | 6,522 | $202.1K | 0.03% | +6,522 | New |
| Spire Wealth Management | 6,522 | $202.0K | 0.01% | +1,627+33.2% | Added |
| Delta Financial Group, Inc. | 6,473 | $202.0K | 0.09% | +6,473 | New |
| Moneywise, Inc. | 6,518 | $201.9K | 0.15% | +6,518 | New |
| Smith Anglin Financial, LLC | 6,511 | $201.7K | 0.04% | +6,511 | New |
| Bill Few Associates, Inc. | 6,510 | $201.7K | 0.12% | +6,510 | New |
| Baldwin Investment Management, LLC | 6,500 | $201.4K | 0.04% | +6,500 | New |
| Gerber Kawasaki Wealth & Investment Management | 6,500 | $201.4K | 0.02% | +6,500 | New |
| Warren Street Wealth Advisors, LLC | 6,494 | $201.2K | 0.16% | +6,494 | New |
| Xcel Wealth Management, LLC | 6,491 | $201.1K | 0.08% | +6,491 | New |
| Arete Wealth Advisors, LLC | 6,487 | $201.0K | 0.02% | +6,487 | New |
| IMS Capital Management | 6,464 | $200.3K | 0.13% | +6,464 | New |
| United Community Bank | 6,320 | $195.8K | 0.19% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6,141 | $190.2K | 0.08% | −220−3.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 5,611 | $190.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,822 | $180.4K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,800 | $180.0K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,773 | $178.8K | 0.04% | +1,679+41.0% | Added |
| First Personal Financial Services | 5,652 | $175.1K | 0.05% | −300−5.0% | Reduced |
| Independence Bank of Kentucky | 5,555 | $172.0K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,505 | $170.5K | 0.01% | +1,007+22.4% | Added |
| Valley National Advisers Inc | 5,180 | $168.0K | 0.03% | −133−2.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,399 | $167.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,393 | $167.1K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,367 | $166.3K | 0.03% | −463−7.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 5,347 | $165.6K | 0.10% | +5,347 | New |
| Truvestments Capital LLC | 5,215 | $161.6K | 0.09% | −1,713−24.7% | Reduced |
| New Hampshire Trust | 5,212 | $161.5K | 0.04% | +5,212 | New |
| CarsonAllaria Wealth Management, Ltd. | 5,189 | $161.0K | 0.14% | +15+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 5,090 | $157.7K | 0.02% | +680+15.4% | Added |
| Creative Financial Designs Inc | 4,984 | $154.4K | 0.02% | −628−11.2% | Reduced |
| ICA Group Wealth Management, LLC | 4,950 | $153.3K | 0.04% | +4,950 | New |
| Harvest Fund Management Co., Ltd | 4,922 | $151.0K | 0.04% | +2,530+105.8% | Added |
| Tilia Fiduciary Partners, Inc. | 4,817 | $149.2K | 0.14% | +20.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 4,765 | $147.6K | 0.06% | +14+0.3% | Added |
| Perritt Capital Management Inc | 4,500 | $139.4K | 0.08% | +4,500 | New |
| Slocum, Gordon & Co LLP | 4,500 | $139.4K | 0.09% | +4,500 | New |
| Benjamin Edwards Inc | 4,476 | $139.0K | 0.04% | +556+14.2% | Added |
| Washington Trust Advisors, Inc. | 4,456 | $138.0K | 0.02% | −4,192−48.5% | Reduced |
| 3Chopt Investment Partners, LLC | 4,426 | $137.1K | 0.07% | +4,426 | New |
| Horizon Bancorp Inc | 4,443 | $137.0K | 0.08% | +4,443 | New |
| Ritter Daniher Financial Advisory LLC | 4,350 | $134.8K | 0.06% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,200 | $130.0K | 0.09% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,050 | $125.5K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,920 | $121.0K | 0.02% | +5+0.1% | Added |
| TCI Wealth Advisors, Inc. | 3,803 | $117.8K | 0.02% | +1,031+37.2% | Added |
| TD Ameritrade Investment Management, LLC | 3,780 | $117.0K | 0.00% | −1,005−21.0% | Reduced |
| Carolinas Wealth Consulting LLC | 14,578 | $112.2K | 0.03% | +252+1.8% | Added |
| Lee Financial Co | 3,395 | $105.2K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,337 | $103.0K | 0.02% | −262−7.3% | Reduced |
| Hexagon Capital Partners LLC | 3,201 | $99.2K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,094 | $95.8K | 0.06% | −1,396−31.1% | Reduced |
| Baker Avenue Asset Management, LP | 3,067 | $95.0K | 0.01% | +3,067 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,025 | $94.0K | 0.00% | −229−7.0% | Reduced |
| NewSquare Capital LLC | 3,000 | $92.9K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,996 | $92.8K | 0.07% | +2,996 | New |
| Core Alternative Capital | 2,892 | $89.6K | 0.01% | +1,851+177.8% | Added |
| Massmutual Trust Co FSB | 2,873 | $89.0K | 0.00% | −241−7.7% | Reduced |
| CNB Bank | 2,655 | $82.3K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,657 | $82.0K | 0.03% | +8+0.3% | Added |
| BerganKDV Wealth Management, LLC | 2,646 | $82.0K | 0.01% | +14+0.5% | Added |
| Exchange Traded Concepts, LLC | 2,521 | $78.1K | 0.00% | +2,316+1,129.8% | Added |
| Brown, Lisle/Cummings, Inc. | 2,476 | $76.7K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,423 | $75.0K | 0.02% | +2,423 | New |
| Pinebridge Investments, L.P. | 2,310 | $71.6K | 0.00% | +906+64.5% | Added |
| Riverview Trust Co | 2,285 | $71.0K | 0.07% | −10−0.4% | Reduced |
| MV Capital Management, Inc. | 2,279 | $70.6K | 0.01% | −253−10.0% | Reduced |
| Baldwin Brothers Inc | 2,268 | $70.3K | 0.01% | +528+30.3% | Added |
| Baystate Wealth Management LLC | 2,239 | $69.0K | 0.01% | −602−21.2% | Reduced |
| Silvant Capital Management LLC | 2,199 | $68.1K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,134 | $66.1K | 0.02% | +7+0.3% | Added |
| WFA Asset Management Corp | 2,069 | $64.1K | 0.04% | +7+0.3% | Added |
| Covestor Ltd | 2,074 | $64.0K | 0.05% | +227+12.3% | Added |
| Arcadia Investment Management Corp | 2,064 | $64.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,040 | $63.2K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,021 | $62.6K | 0.03% | +3+0.1% | Added |
| Key Financial Inc | 2,343 | $62.4K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,000 | $62.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,994 | $61.8K | 0.01% | +54+2.8% | Added |
| Princeton Global Asset Management LLC | 1,954 | $61.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $60.4K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,935 | $59.9K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,933 | $59.9K | 0.02% | −315−14.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,861 | $57.7K | 0.01% | −497−21.1% | Reduced |
| Mondrian Investment Partners LTD | 1,852 | $57.0K | 0.00% | +1,852 | New |
| Orion Capital Management LLC | 1,830 | $56.7K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,800 | $55.8K | 0.02% | −9,857−84.6% | Reduced |
| Center for Financial Planning, Inc. | 1,800 | $55.8K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $55.8K | 0.03% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,752 | $54.3K | 0.01% | +1,752 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,670 | $52.0K | 0.00% | −530,615−99.7% | Reduced |
| Catalyst Capital Advisors LLC | 1,642 | $50.9K | 0.00% | −66−3.9% | Reduced |
| Endurance Wealth Management, Inc. | 1,600 | $50.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,629 | $50.0K | 0.01% | 00.0% | Unchanged |