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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 1,573 | $48.7K | 0.01% | −2,248−58.8% | Reduced |
| Accel Wealth Management | 1,542 | $47.8K | 0.02% | +4+0.3% | Added |
| Farther Finance Advisors, LLC | 1,540 | $47.7K | 0.02% | +1,540 | New |
| Webster Bank, N. A. | 1,500 | $46.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,500 | $46.0K | 0.02% | +1,500 | New |
| Versant Capital Management, Inc | 1,479 | $45.8K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,398 | $43.3K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 1,393 | $43.2K | 0.02% | +1,393 | New |
| True Wealth Design, LLC | 1,358 | $42.1K | 0.02% | +1,358 | New |
| Ellevest, Inc. | 1,331 | $41.2K | 0.00% | −553−29.4% | Reduced |
| Rational Advisors LLC | 1,271 | $39.4K | 0.00% | +40+3.2% | Added |
| Capital Advisors, Ltd. LLC | 2,420 | $39.0K | 0.01% | +1,511+166.2% | Added |
| American National Bank | 1,185 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,125 | $35.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,129 | $35.0K | 0.02% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 1,080 | $33.5K | 0.01% | +1,080 | New |
| FinTrust Capital Advisors, LLC | 1,066 | $33.0K | 0.01% | +250+30.6% | Added |
| American State Bank (Iowa) | 1,050 | $32.5K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,044 | $32.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,036 | $32.1K | 0.00% | +3+0.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,009 | $32.0K | 0.00% | +1,009 | New |
| JFS Wealth Advisors, LLC | 945 | $29.3K | 0.00% | −170−15.2% | Reduced |
| Sageworth Trust Co | 900 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 900 | $28.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $27.9K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $27.7K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 874 | $27.1K | 0.01% | −60−6.4% | Reduced |
| Fortis Capital Advisors, LLC | 865 | $26.8K | 0.02% | +865 | New |
| WFA of San Diego, LLC | 846 | $26.2K | 0.02% | +846 | New |
| Private Ocean, LLC | 812 | $25.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 814 | $25.0K | 0.01% | +2+0.2% | Added |
| Hallmark Capital Management Inc | 800 | $24.8K | 0.00% | −1,875−70.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 778 | $24.1K | 0.00% | +1+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 756 | $23.4K | 0.00% | +756 | New |
| Grey Fox Wealth Advisors, LLC | 711 | $22.0K | 0.01% | +711 | New |
| Dividend Assets Capital, LLC | 724 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 688 | $21.3K | 0.01% | +688 | New |
| Mascoma Wealth Management LLC | 681 | $21.1K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 670 | $21.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 675 | $20.9K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 673 | $20.9K | 0.00% | +126+23.0% | Added |
| Eagle Bay Advisors LLC | 637 | $19.7K | 0.01% | −2,923−82.1% | Reduced |
| Clearview Wealth Advisors LLC | 630 | $19.5K | 0.02% | +1+0.2% | Added |
| Ameliora Wealth Management Ltd. | 627 | $19.4K | 0.01% | +627 | New |
| Pin Oak Investment Advisors Inc | 600 | $19.0K | 0.02% | +600 | New |
| One Wealth Advisors, LLC | 603 | $18.7K | 0.00% | +603 | New |
| Peoples Financial Services Corp. | 600 | $18.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 592 | $18.3K | 0.00% | +133+29.0% | Added |
| Zullo Investment Group, Inc. | 590 | $18.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 586 | $18.2K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 581 | $18.0K | 0.02% | +581 | New |
| TFC Financial Management | 576 | $17.9K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 533 | $16.5K | 0.01% | +533 | New |
| Lowe Wealth Advisors, LLC | 528 | $16.4K | 0.01% | +432+450.0% | Added |
| Monetary Management Group Inc | 500 | $15.5K | 0.00% | +500 | New |
| Raffa Wealth Management, LLC | 498 | $15.4K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 495 | $15.3K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 480 | $14.9K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 468 | $14.5K | 0.00% | +2+0.4% | Added |
| Hollencrest Capital Management | 447 | $13.8K | 0.00% | +447 | New |
| Riverpoint Wealth Management Holdings, LLC | 444 | $13.8K | 0.01% | +444 | New |
| Column Capital Advisors, LLC | 441 | $13.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 414 | $13.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 400 | $12.4K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 391 | $12.0K | 0.00% | −50−11.3% | Reduced |
| Rise Advisors, LLC | 387 | $12.0K | 0.01% | +1+0.3% | Added |
| Schubert & Co | 370 | $11.5K | 0.01% | −52−12.3% | Reduced |
| Beacon Capital Management, LLC | 362 | $11.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 296 | $9.17K | 0.00% | −612−67.4% | Reduced |
| Essex Investment Management Co LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 286 | $8.86K | 0.00% | +286 | New |
| Kayne Anderson Rudnick Investment Management LLC | 267 | $8.27K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 252 | $8.00K | 0.00% | −198−44.0% | Reduced |
| FSC Wealth Advisors, LLC | 231 | $7.16K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 228 | $7.06K | 0.00% | +1+0.4% | Added |
| Level Financial Advisors, Inc. | 225 | $7.00K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 219 | $6.79K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 214 | $6.63K | 0.00% | +100+87.7% | Added |
| Investors Research Corp | 207 | $6.41K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 204 | $6.32K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 195 | $6.04K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 195 | $6.04K | 0.00% | +195 | New |
| Quarry LP | 188 | $5.82K | 0.01% | +188 | New |
| SJS Investment Consulting Inc. | 184 | $5.70K | 0.00% | +85+85.9% | Added |
| Cornerstone Planning Group LLC | 169 | $5.33K | 0.00% | +169 | New |
| Goodwin Investment Advisory | 171 | $5.30K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 169 | $5.24K | 0.00% | +169 | New |
| Wolff Wiese Magana LLC | 158 | $4.89K | 0.00% | +5+3.3% | Added |
| Fiduciary Alliance LLC | 152 | $4.72K | 0.00% | +152 | New |
| Cedar Wealth Management, LLC | 144 | $4.46K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 143 | $4.43K | 0.00% | +4+2.9% | Added |
| JJJ Advisors Inc. | 120 | $3.90K | 0.00% | −152−55.9% | Reduced |
| Trifecta Capital Advisors, LLC | 117 | $3.63K | 0.00% | +117 | New |
| Ruedi Wealth Management, Inc. | 111 | $3.44K | 0.00% | +111 | New |
| Global Trust Asset Management, LLC | 100 | $3.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 114 | $3.00K | 0.00% | +114 | New |
| My Personal CFO, LLC | 85 | $2.63K | 0.00% | +85 | New |
| Baldrige Asset Management LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |