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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 30,133 | $934.0K | 0.08% | +949+3.3% | Added |
| Money Concepts Capital Corp | 30,134 | $933.6K | 0.04% | +17,348+135.7% | Added |
| Wellington Shields & Co., LLC | 30,130 | $933.4K | 0.21% | −2,100−6.5% | Reduced |
| Taylor Hoffman Wealth Management | 30,117 | $933.0K | 0.57% | −61,051−67.0% | Reduced |
| Harbor Advisors LLC | 30,000 | $929.4K | 0.23% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 29,885 | $926.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of South Miami | 29,628 | $918.0K | 0.69% | 00.0% | Unchanged |
| Vista Investment Management | 29,614 | $917.4K | 0.52% | +30.0% | Added |
| Fruth Investment Management | 29,600 | $917.0K | 0.27% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 29,540 | $915.0K | 0.14% | +50.0% | Added |
| Private Trust Co NA | 29,545 | $915.0K | 0.14% | +91+0.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 29,510 | $914.2K | 0.43% | −4,924−14.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 29,316 | $908.2K | 0.08% | −850−2.8% | Reduced |
| XML Financial, LLC | 29,270 | $906.8K | 0.11% | +115+0.4% | Added |
| Howland Capital Management LLC | 29,208 | $904.9K | 0.06% | 00.0% | Unchanged |
| Capula Management Ltd | 29,130 | $902.4K | 0.09% | −193,672−86.9% | Reduced |
| Sanford Advisory Services, LLC | 29,070 | $900.6K | 0.21% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 29,050 | $900.0K | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 28,966 | $897.4K | 0.09% | −310−1.1% | Reduced |
| Equitable Holdings, Inc. | 28,910 | $895.6K | 0.02% | −1,631−5.3% | Reduced |
| Wendell David Associates Inc | 28,879 | $895.0K | 0.11% | −3,850−11.8% | Reduced |
| Canandaigua National Corp | 28,900 | $895.0K | 0.15% | +8,329+40.5% | Added |
| Essex Financial Services, Inc. | 28,833 | $893.0K | 0.10% | +1,026+3.7% | Added |
| Peoples Bank | 28,712 | $889.5K | 0.57% | −401−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 28,675 | $888.4K | 0.04% | +798+2.9% | Added |
| Westfield Capital Management Co LP | 28,590 | $885.7K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 28,454 | $881.5K | 0.61% | +14,006+96.9% | Added |
| Inceptionr LLC | 28,338 | $877.9K | 0.46% | +28,338 | New |
| Integrated Wealth Concepts LLC | 28,280 | $876.0K | 0.02% | +1,207+4.5% | Added |
| HBK Sorce Advisory LLC | 28,224 | $874.0K | 0.02% | +12,809+83.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 28,151 | $872.0K | 0.10% | +3,000+11.9% | Added |
| Northstar Group, Inc. | 28,095 | $870.4K | 0.25% | −327−1.2% | Reduced |
| Virtus ETF Advisers LLC | 28,053 | $869.1K | 0.45% | +28,053 | New |
| Adirondack Trust Co | 28,044 | $868.5K | 0.45% | −82−0.3% | Reduced |
| Cumberland Partners Ltd | 28,000 | $867.4K | 0.09% | −5,500−16.4% | Reduced |
| Morse Asset Management, Inc | 27,980 | $867.0K | 0.31% | −1,000−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 27,827 | $862.1K | 0.02% | +10,336+59.1% | Added |
| Lyell Wealth Management, LP | 27,793 | $861.0K | 0.14% | −162−0.6% | Reduced |
| Boothbay Fund Management, LLC | 27,655 | $856.8K | 0.03% | −7,913−22.2% | Reduced |
| Pacific Global Investment Management CO | 27,624 | $855.8K | 0.19% | +23+0.1% | Added |
| Cullinan Associates Inc | 27,590 | $855.0K | 0.05% | +3,970+16.8% | Added |
| Engineers Gate Manager LP | 27,491 | $851.7K | 0.05% | −39,653−59.1% | Reduced |
| Legacy Financial Advisors, Inc. | 27,447 | $850.3K | 0.18% | −367−1.3% | Reduced |
| Parsec Financial Management, Inc. | 27,435 | $849.9K | 0.04% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 27,428 | $849.7K | 0.63% | 00.0% | Unchanged |
| Philadelphia Trust Co | 27,225 | $843.0K | 0.09% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 27,146 | $841.0K | 0.08% | −265−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 27,117 | $840.1K | 0.12% | +576+2.2% | Added |
| First National Advisers, LLC | 27,110 | $840.0K | 1.08% | +2,789+11.5% | Added |
| Werlinich Asset Management, LLC | 27,000 | $836.5K | 0.77% | 00.0% | Unchanged |
| Navalign, LLC | 26,741 | $828.4K | 0.34% | −141−0.5% | Reduced |
| Intellectus Partners, LLC | 26,559 | $822.8K | 0.29% | +1,826+7.4% | Added |
| Atlantic Union Bankshares Corp | 26,532 | $822.0K | 0.09% | −2,550−8.8% | Reduced |
| Valley Brook Capital Group | 26,375 | $817.1K | 0.78% | 00.0% | Unchanged |
| Fragasso Group Inc. | 26,343 | $816.1K | 0.09% | +3,689+16.3% | Added |
| Benin Management CORP | 26,300 | $814.8K | 0.33% | 00.0% | Unchanged |
| Resources Management Corp | 26,215 | $812.0K | 0.13% | −1,655−5.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 23,368 | $810.2K | 0.09% | +1,241+5.6% | Added |
| Aberdeen Wealth Management LLC | 26,100 | $808.6K | 0.61% | 00.0% | Unchanged |
| Cigna Investments Inc | 26,062 | $808.0K | 0.17% | −344−1.3% | Reduced |
| Boston Financial Mangement LLC | 26,058 | $807.3K | 0.03% | +426+1.7% | Added |
| Intrust Bank NA | 25,971 | $804.6K | 0.11% | +295+1.1% | Added |
| Seeyond | 25,939 | $803.6K | 0.08% | −6,344−19.7% | Reduced |
| Everhart Financial Group, Inc. | 25,875 | $801.6K | 0.40% | −1,998−7.2% | Reduced |
| Fulton Bank, N.A. | 25,851 | $800.0K | 0.05% | +165+0.6% | Added |
| Snowden Capital Advisors LLC | 25,710 | $796.5K | 0.03% | −1,799−6.5% | Reduced |
| Private Advisor Group, LLC | 164,667 | $795.2K | 0.04% | −2,485−1.5% | Reduced |
| Quantum Private Wealth, LLC | 25,656 | $794.8K | 0.50% | 00.0% | Unchanged |
| L.M. Kohn & Company | 25,646 | $794.5K | 0.37% | +1,199+4.9% | Added |
| RMR Wealth Builders | 25,599 | $793.1K | 0.18% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 25,580 | $792.5K | 0.01% | −1,570,995−98.4% | Reduced |
| Perigon Wealth Management, LLC | 25,378 | $786.2K | 0.05% | +10,251+67.8% | Added |
| Fairfield, Bush & Co. | 25,315 | $784.3K | 0.52% | −700−2.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 25,258 | $782.5K | 0.26% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 25,105 | $777.8K | 0.53% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 24,853 | $769.9K | 0.15% | +3,045+14.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,676 | $764.0K | 0.04% | −1,190−4.6% | Reduced |
| WMS Partners, LLC | 24,600 | $762.1K | 0.08% | −340−1.4% | Reduced |
| Twin Capital Management Inc | 24,573 | $761.0K | 0.10% | +24,573 | New |
| Wellington Shields Capital Management, LLC | 24,458 | $757.7K | 0.09% | 00.0% | Unchanged |
| Brookstone Capital Management | 23,464 | $755.6K | 0.02% | −1,735−6.9% | Reduced |
| RFG Advisory, LLC | 23,343 | $753.3K | 0.04% | +75+0.3% | Added |
| Connecticut Wealth Management, LLC | 24,295 | $752.7K | 0.06% | +975+4.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24,075 | $745.8K | 0.36% | +30+0.1% | Added |
| E Fund Management Co., Ltd. | 24,042 | $745.0K | 0.06% | −2,080−8.0% | Reduced |
| Busey Wealth Management | 23,984 | $743.0K | 0.03% | −552−2.2% | Reduced |
| Wright Investors Service Inc | 23,867 | $739.4K | 0.21% | +12,922+118.1% | Added |
| South State Corp. | 23,842 | $738.6K | 0.07% | +420+1.8% | Added |
| Hanson & Doremus Investment Management | 23,818 | $738.0K | 0.16% | +19,479+448.9% | Added |
| Level Four Advisory Services, LLC | 23,755 | $735.9K | 0.05% | +13,740+137.2% | Added |
| Rossmore Private Capital | 23,655 | $732.8K | 0.12% | +240+1.0% | Added |
| Qtron Investments LLC | 23,540 | $729.3K | 0.15% | 00.0% | Unchanged |
| Optas, LLC | 23,413 | $725.3K | 0.30% | +2,364+11.2% | Added |
| KB Financial Partners, LLC | 23,399 | $725.0K | 0.25% | −2,007−7.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 23,231 | $719.7K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 23,233 | $719.0K | 0.08% | −4,004−14.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 23,184 | $718.2K | 0.06% | +7,719+49.9% | Added |
| Avidian Wealth Solutions, LLC | 23,144 | $717.0K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 23,144 | $717.0K | 0.18% | −100,676−81.3% | Reduced |
| Apollon Wealth Management, LLC | 23,140 | $716.9K | 0.05% | +3,807+19.7% | Added |