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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.

Institutional holdersQ4 2022: 1,517 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ4 2022: $47.1B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2022.

Institutions holding CSX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Welch & Forbes LLC23,100$715.6K0.01%+475+2.1%Added
Smithfield Trust Co22,964$712.0K0.05%−401−1.7%Reduced
ARGI Investment Services, LLC22,976$712.0K0.02%+150+0.7%Added
Robertson Stephens Wealth Management, LLC22,953$711.1K0.07%−6,005−20.7%Reduced
Moneta Group Investment Advisors LLC22,928$708.9K0.02%+68+0.3%Added
Caisse de Depot Et Placement du Quebec22,878$708.8K0.00%00.0%Unchanged
Piscataqua Savings Bank22,884$708.7K0.60%00.0%Unchanged
Headlands Technologies LLC22,810$707.0K0.56%+22,810New
Moody National Bank Trust Division22,586$700.0K0.06%00.0%Unchanged
Argyle Capital Management Inc.22,572$699.3K0.24%00.0%Unchanged
Ronald Blue Trust, Inc.26,232$699.0K0.01%+1,943+8.0%Added
Sanders Morris Harris LLC22,500$697.0K0.26%00.0%Unchanged
Nwam LLC22,473$696.2K0.06%+9,105+68.1%Added
Brown Brothers Harriman & Co22,470$696.1K0.01%−296−1.3%Reduced
Balentine LLC22,366$692.9K0.02%+5,067+29.3%Added
Redwood Wealth Management Group, LLC22,213$688.2K0.86%+22,213New
Rehmann Capital Advisory Group22,190$687.5K0.07%+241+1.1%Added
PFG Advisors22,074$683.8K0.07%+13,524+158.2%Added
Wealthsource Partners, LLC22,044$682.9K0.05%+2,044+10.2%Added
Proequities, Inc.21,984$681.1K0.06%+229+1.1%Added
Conning Inc.21,932$679.5K0.02%−77−0.3%Reduced
Cambridge Trust Co21,937$679.0K0.03%+2,000+10.0%Added
Simmons Bank21,870$677.5K0.06%−2,935−11.8%Reduced
Colonial Trust Co21,810$675.7K0.18%−12,766−36.9%Reduced
Douglass Winthrop Advisors, LLC21,716$673.0K0.02%+144+0.7%Added
Lakeside Advisors, INC.21,600$669.2K0.55%00.0%Unchanged
Southeast Asset Advisors Inc.21,534$667.1K0.11%00.0%Unchanged
Davidson Trust Co21,498$666.0K0.59%−62−0.3%Reduced
Kapstone Financial Advisors LLC20,395$665.7K0.61%+20,395New
RB Capital Management, LLC21,461$664.8K0.24%+20.0%Added
Oakworth Capital, Inc.21,428$663.8K0.06%−3,600−14.4%Reduced
Kenfarb & Co.21,250$658.1K0.58%00.0%Unchanged
Chicago Trust Co NA21,183$656.0K0.16%−2,108−9.1%Reduced
Pearl River Capital, LLC21,088$653.3K0.11%−62,799−74.9%Reduced
Pettyjohn, Wood & White, Inc21,050$652.0K0.16%+275+1.3%Added
Hoylecohen, LLC21,005$650.7K0.06%+92+0.4%Added
Courier Capital LLC20,907$647.7K0.07%00.0%Unchanged
Brave Asset Management Inc20,862$646.3K0.22%00.0%Unchanged
Tocqueville Asset Management L.P.20,790$644.1K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.20,721$641.9K0.10%+13+0.1%Added
Clear Harbor Asset Management, LLC20,710$641.6K0.08%00.0%Unchanged
Cobblestone Capital Advisors LLC20,688$640.9K0.05%00.0%Unchanged
Patriot Investment Management Inc.21,281$640.1K0.06%−325−1.5%Reduced
M Holdings Securities, Inc.20,645$640.0K0.07%+369+1.8%Added
Horizon Investments, LLC20,625$639.0K0.02%−18,078−46.7%Reduced
Intrepid Capital Management Inc20,358$631.0K0.54%−1,563−7.1%Reduced
GWM Advisors LLC44,654$627.6K0.02%+21,106+89.6%Added
Syverson Strege & Co20,257$627.6K0.28%−96−0.5%Reduced
MRP Capital Investments, LLC20,125$623.5K0.69%+20,125New
TBH Global Asset Management, LLC20,091$622.4K0.15%+5,250+35.4%Added
Stonegate Investment Group, LLC20,057$621.4K0.03%+30.0%Added
Boston Trust Walden Corp20,042$620.9K0.01%−5,000−20.0%Reduced
Wealth Enhancement & Preservation of GA, LLC19,983$619.1K1.01%+5,826+41.2%Added
Legacy Wealth Asset Management, LLC19,951$618.1K0.24%+188+1.0%Added
Mill Creek Capital Advisors, LLC19,934$617.6K0.03%+19,934New
MidWestOne Financial Group, Inc.19,920$617.1K0.14%+4,884+32.5%Added
Integrated Investment Consultants, LLC19,876$615.8K0.21%+967+5.1%Added
Parallax Volatility Advisers, L.P.19,776$612.7K0.02%+10,830+121.1%Added
Duncker Streett & Co Inc19,702$610.4K0.15%00.0%Unchanged
Gofen & Glossberg LLC19,646$609.0K0.02%−3,600−15.5%Reduced
Mayfair Advisory Group, LLC18,905$607.6K0.77%−459−2.4%Reduced
SlateStone Wealth, LLC19,605$607.4K0.15%00.0%Unchanged
Quadrant Capital Group LLC19,480$603.5K0.07%+4,018+26.0%Added
Sandy Spring Bank19,394$600.8K0.04%−283−1.4%Reduced
Certified Advisory Corp19,348$599.4K0.12%+42+0.2%Added
Lombard Odier Asset Management (Switzerland) SA19,268$596.9K0.05%+19,268New
Gryphon Financial Partners LLC19,189$594.5K0.14%+244+1.3%Added
Garner Asset Management Corp19,100$592.0K0.29%00.0%Unchanged
Royal Fund Management, LLC19,096$591.6K0.10%−80.0%Reduced
Steigerwald, Gordon & Koch Inc.19,037$589.8K0.09%00.0%Unchanged
Cito Capital Group, LLC19,000$589.0K0.32%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna19,000$588.6K0.45%00.0%Unchanged
Nicolet Bankshares Inc18,963$587.5K0.20%00.0%Unchanged
Levy Wealth Management Group, LLC18,950$587.1K0.20%00.0%Unchanged
Change Path, LLC18,830$583.0K0.03%−1,671−8.2%Reduced
Flputnam Investment Management Co18,560$575.0K0.02%−420−2.2%Reduced
Advisory Alpha, LLC18,532$574.1K0.04%+3,899+26.6%Added
Deseret Mutual Benefit Administrators18,518$573.7K0.24%−11,599−38.5%Reduced
Horan Securities, Inc.18,468$572.1K0.32%+2,064+12.6%Added
Livforsakringsbolaget Skandia, Omsesidigt18,395$569.7K0.07%00.0%Unchanged
Wealthcare Advisory Partners LLC18,370$569.1K0.03%−6,218−25.3%Reduced
Hall Capital Management Co Inc18,297$566.8K0.34%+30+0.2%Added
FineMark National Bank & Trust18,140$562.0K0.03%+113+0.6%Added
Capital Wealth Planning, LLC18,044$559.0K0.01%−1,401−7.2%Reduced
Mogy Joel R Investment Counsel Inc18,000$557.6K0.06%−40,400−69.2%Reduced
Becker Capital Management Inc17,886$554.1K0.03%−4,500−20.1%Reduced
Burt Wealth Advisors17,875$553.8K0.19%00.0%Unchanged
North Star Investment Management Corp.17,874$553.7K0.05%+105+0.6%Added
Forum Financial Management, LP17,861$553.3K0.02%+451+2.6%Added
Bedel Financial Consulting, Inc.17,730$549.3K0.14%00.0%Unchanged
Guyasuta Investment Advisors Inc17,723$549.1K0.04%00.0%Unchanged
Crestwood Advisors Group LLC17,690$548.0K0.02%−3,500−16.5%Reduced
Whitener Capital Management, Inc.17,671$547.5K0.24%−349−1.9%Reduced
CAPROCK Group, Inc.17,653$546.9K0.05%+1,173+7.1%Added
Thomas White International Ltd17,639$546.5K0.12%00.0%Unchanged
Rede Wealth, LLC17,573$544.4K0.29%−440−2.4%Reduced
High Net Worth Advisory Group LLC17,400$539.1K0.21%00.0%Unchanged
Tributary Capital Management, LLC17,400$539.0K0.05%−500−2.8%Reduced
Parkside Financial Bank & Trust17,384$538.6K0.16%+856+5.2%Added
Investors Asset Management of Georgia Inc17,370$538.1K0.28%00.0%Unchanged