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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 42,689 | $1.32M | 0.90% | −1,050−2.4% | Reduced |
| Signaturefd, LLC | 42,657 | $1.32M | 0.04% | −6,898−13.9% | Reduced |
| Marco Investment Management LLC | 42,635 | $1.32M | 0.15% | −374−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 42,629 | $1.32M | 0.17% | +42,629 | New |
| Spirit of America Management Corp | 42,525 | $1.32M | 0.30% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 41,953 | $1.30M | 0.13% | +10,186+32.1% | Added |
| Cascade Investment Advisors, Inc. | 41,961 | $1.30M | 1.08% | −150−0.4% | Reduced |
| Modera Wealth Management, LLC | 41,765 | $1.29M | 0.05% | +5,813+16.2% | Added |
| Banque Cantonale Vaudoise | 41,345 | $1.28M | 0.07% | −10,448−20.2% | Reduced |
| Lindbrook Capital, LLC | 41,247 | $1.28M | 0.16% | +297+0.7% | Added |
| Garrett Investment Advisors LLC | 40,904 | $1.27M | 0.22% | +16,672+68.8% | Added |
| Fiduciary Trust Co | 40,816 | $1.26M | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 40,613 | $1.26M | 0.14% | +2,692+7.1% | Added |
| First National Bank Sioux Falls | 40,500 | $1.25M | 0.91% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.25M | 0.06% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 40,497 | $1.25M | 0.48% | −2,724−6.3% | Reduced |
| Ballentine Partners, LLC | 40,486 | $1.25M | 0.04% | −2,825−6.5% | Reduced |
| EP Wealth Advisors, LLC | 40,211 | $1.25M | 0.02% | −2,185−5.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 40,183 | $1.25M | 0.64% | +1,786+4.7% | Added |
| Symphony Financial, Ltd. Co. | 39,624 | $1.24M | 0.33% | +2,685+7.3% | Added |
| IHT Wealth Management, LLC | 39,983 | $1.24M | 0.08% | −1,600−3.8% | Reduced |
| Conway Capital Management, Inc. | 39,850 | $1.23M | 1.25% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 39,460 | $1.22M | 0.09% | −9,100−18.7% | Reduced |
| Leavell Investment Management, Inc. | 39,302 | $1.22M | 0.09% | 00.0% | Unchanged |
| Versor Investments LP | 39,100 | $1.21M | 0.10% | −28,432−42.1% | Reduced |
| Dynamic Advisor Solutions LLC | 39,052 | $1.21M | 0.08% | +28,948+286.5% | Added |
| Coldstream Capital Management Inc | 39,001 | $1.21M | 0.04% | +39,001 | New |
| Clifford Swan Investment Counsel LLC | 38,739 | $1.20M | 0.05% | −201−0.5% | Reduced |
| JT Stratford LLC | 38,685 | $1.20M | 0.38% | −57−0.1% | Reduced |
| Weatherly Asset Management L. P. | 38,655 | $1.20M | 0.16% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 38,600 | $1.20M | 0.04% | −1,000−2.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 38,486 | $1.19M | 0.05% | −105−0.3% | Reduced |
| Pinnacle Financial Partners Inc | 37,991 | $1.18M | 0.03% | −1,501−3.8% | Reduced |
| E. Ohman J:or Asset Management AB | 37,900 | $1.17M | 0.05% | 00.0% | Unchanged |
| DFPG Investments, LLC | 36,051 | $1.17M | 0.19% | +36,051 | New |
| Country Club Bank | 37,714 | $1.17M | 0.10% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 37,566 | $1.16M | 0.18% | +100.0% | Added |
| Massachusetts Wealth Management | 37,490 | $1.16M | 1.12% | +37,490 | New |
| Wealthspire Advisors, LLC | 37,367 | $1.16M | 0.02% | +5,996+19.1% | Added |
| Valeo Financial Advisors, LLC | 37,208 | $1.15M | 0.06% | +5,007+15.5% | Added |
| Nations Financial Group Inc, | 37,204 | $1.15M | 0.13% | −308−0.8% | Reduced |
| Jump Financial, LLC | 36,700 | $1.14M | 0.06% | −198,316−84.4% | Reduced |
| Appleton Partners Inc | 36,631 | $1.14M | 0.11% | −1,994−5.2% | Reduced |
| Heritage Wealth Management, LLC | 36,624 | $1.13M | 0.16% | +18,355+100.5% | Added |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.13M | 0.51% | 00.0% | Unchanged |
| Lynch & Associates | 36,490 | $1.13M | 0.30% | +10.0% | Added |
| Western Wealth Management, LLC | 36,308 | $1.12M | 0.11% | −19,362−34.8% | Reduced |
| Chatham Capital Group, Inc. | 36,216 | $1.12M | 0.26% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 36,112 | $1.12M | 0.06% | +201+0.6% | Added |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.11M | 0.25% | 00.0% | Unchanged |
| Ossiam | 35,929 | $1.11M | 0.03% | −85,822−70.5% | Reduced |
| Harbor Investment Advisory, LLC | 35,835 | $1.11M | 0.17% | −83−0.2% | Reduced |
| Maven Securities LTD | 35,709 | $1.11M | 0.22% | +2,440+7.3% | Added |
| Quantamental Technologies LLC | 35,522 | $1.10M | 0.50% | +35,522 | New |
| Pitcairn Co | 35,451 | $1.10M | 0.11% | +154+0.4% | Added |
| Veriti Management LLC | 35,407 | $1.10M | 0.15% | −4,956−12.3% | Reduced |
| Traynor Capital Management, Inc. | 35,405 | $1.10M | 0.19% | +21,689+158.1% | Added |
| Thoroughbred Financial Services, LLC | 35,332 | $1.09M | 0.18% | −925−2.6% | Reduced |
| Sovereign Financial Group, Inc. | 35,310 | $1.09M | 0.43% | +1,606+4.8% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 33,673 | $1.09M | 0.23% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 35,250 | $1.09M | 0.12% | −964−2.7% | Reduced |
| Weil Company, Inc. | 35,200 | $1.09M | 0.50% | −800−2.2% | Reduced |
| Arkadios Wealth Advisors | 34,938 | $1.08M | 0.14% | +6,507+22.9% | Added |
| Citizens Financial Group Inc | 34,760 | $1.08M | 0.04% | +879+2.6% | Added |
| Community Trust & Investment Co | 34,650 | $1.07M | 0.10% | −6,750−16.3% | Reduced |
| Boyd Watterson Asset Management LLC | 34,444 | $1.07M | 0.44% | −23−0.1% | Reduced |
| First Hawaiian Bank | 34,345 | $1.06M | 0.04% | −189−0.5% | Reduced |
| Verus Financial Partners, Inc. | 34,288 | $1.06M | 0.15% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 34,187 | $1.06M | 1.11% | −1,758−4.9% | Reduced |
| Biltmore Wealth Management, LLC | 34,182 | $1.06M | 0.46% | +74+0.2% | Added |
| Park Avenue Securities LLC | 34,048 | $1.05M | 0.02% | +1,777+5.5% | Added |
| SkyView Investment Advisors, LLC | 33,939 | $1.05M | 0.32% | −1,805−5.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 33,339 | $1.03M | 0.08% | +1,609+5.1% | Added |
| Valmark Advisers, Inc. | 33,240 | $1.03M | 0.02% | +322+1.0% | Added |
| Grove Bank & Trust | 33,144 | $1.03M | 0.23% | −7,261−18.0% | Reduced |
| Stony Point Wealth Management Inc. | 32,754 | $1.01M | 0.56% | −3,897−10.6% | Reduced |
| WealthBridge Capital Management, LLC | 32,400 | $1.00M | 0.42% | 00.0% | Unchanged |
| Garda Capital Partners LP | 32,332 | $1.00M | 0.93% | +32,332 | New |
| Capital Investment Advisors, LLC | 32,302 | $1.00M | 0.03% | +17,561+119.1% | Added |
| Washington Trust Co | 32,183 | $997.0K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 32,006 | $992.0K | 0.02% | −1,700−5.0% | Reduced |
| Sawgrass Asset Management LLC | 31,897 | $988.2K | 0.14% | −94−0.3% | Reduced |
| Jacobi Capital Management LLC | 31,696 | $982.0K | 0.12% | +383+1.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 31,635 | $980.1K | 0.04% | +4,561+16.8% | Added |
| Cadinha & Co LLC | 31,606 | $979.2K | 0.22% | −945−2.9% | Reduced |
| Sage Investment Advisers LLC | 31,510 | $976.2K | 1.39% | −304−1.0% | Reduced |
| Engrave Wealth Partners LLC | 29,888 | $963.3K | 0.33% | +225+0.8% | Added |
| Stratos Wealth Partners, LTD. | 30,871 | $956.4K | 0.02% | +764+2.5% | Added |
| HAP Trading, LLC | 30,787 | $954.0K | 0.16% | +12,181+65.5% | Added |
| Orion Portfolio Solutions, LLC | 30,735 | $952.2K | 0.03% | +1,510+5.2% | Added |
| Systematic Financial Management LP | 30,600 | $948.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 30,574 | $947.0K | 0.04% | −4,890−13.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 30,440 | $943.0K | 0.69% | −1,800−5.6% | Reduced |
| SkyOak Wealth, LLC | 30,400 | $941.8K | 0.32% | −4,325−12.5% | Reduced |
| Sawtooth Solutions, LLC | 30,374 | $941.0K | 0.13% | +1,225+4.2% | Added |
| Edgemoor Investment Advisors, Inc. | 30,369 | $940.8K | 0.12% | +7,500+32.8% | Added |
| Acorn Wealth Advisors, LLC | 30,315 | $939.0K | 0.72% | +106+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 30,302 | $938.8K | 0.07% | −99−0.3% | Reduced |
| PBMares Wealth Management LLC | 30,272 | $937.8K | 0.38% | +10.0% | Added |
| StoneX Group Inc. | 30,172 | $934.7K | 0.11% | −1,562−4.9% | Reduced |