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, Q1 2023
Institutional positions in CSX Corp as of Mar 31, 2023. 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
- 1,502
- +15 vs. Q4 2022
- Shares held
- 1.50B
- −19.6M (−1.3%) vs. Q4 2022
- Total value
- $45.0B
- −$1.94B (−4.1%) vs. Q4 2022
- New holders
- 134
- 492 more added
- Sold out
- 119
- 567 more reduced
30 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 2 | $59 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 3 | $90 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 6 | $189 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 18 | $531 | 0.00% | +18 | New |
| Tfo-TDC, LLC | 19 | $569 | 0.00% | +13+216.7% | Added |
| PFG Private Wealth Management, LLC | 30 | $898 | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 35 | $1.05K | 0.00% | −11,238−99.7% | Reduced |
| PSI Advisors, LLC | 35 | $1.05K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 42 | $1.25K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 57 | $1.71K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 69 | $2.07K | 0.00% | +69 | New |
| Bay Harbor Wealth Management, LLC | 86 | $2.57K | 0.00% | +86 | New |
| Penserra Capital Management LLC | 112 | $3.00K | 0.00% | −2−1.8% | Reduced |
| Retirement Group, LLC | 86 | $3.00K | 0.00% | +86 | New |
| Byrne Asset Management LLC | 108 | $3.00K | 0.00% | +108 | New |
| Global Trust Asset Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 107 | $3.26K | 0.00% | −13−10.8% | Reduced |
| Ruedi Wealth Management, Inc. | 111 | $3.32K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 113 | $3.38K | 0.00% | −2,408−95.5% | Reduced |
| Trifecta Capital Advisors, LLC | 117 | $3.50K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 147 | $4.00K | 0.00% | +147 | New |
| SJS Investment Consulting Inc. | 135 | $4.04K | 0.00% | −49−26.6% | Reduced |
| USA Financial Portformulas Corp | 143 | $4.28K | 0.01% | +143 | New |
| Cedar Wealth Management, LLC | 144 | $4.31K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $4.49K | 0.00% | +150 | New |
| Wolff Wiese Magana LLC | 153 | $4.58K | 0.00% | −5−3.2% | Reduced |
| Ofi Invest Asset Management | 144,999 | $4.84K | 0.03% | +144,999 | New |
| Red Tortoise LLC | 169 | $5.06K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 170 | $5.09K | 0.00% | +27+18.9% | Added |
| Bogart Wealth, LLC | 183 | $5.48K | 0.00% | +180+6,000.0% | Added |
| Investors Research Corp | 207 | $6.20K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 214 | $6.41K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 231 | $6.92K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 252 | $7.54K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 261 | $7.82K | 0.00% | +261 | New |
| Stonebridge Capital Advisors LLC | 267 | $7.99K | 0.00% | +267 | New |
| Kayne Anderson Rudnick Investment Management LLC | 271 | $8.11K | 0.00% | +4+1.5% | Added |
| Richard W. Paul & Associates, LLC | 284 | $8.50K | 0.00% | +89+45.6% | Added |
| Essex Investment Management Co LLC | 300 | $8.98K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 299 | $9.00K | 0.00% | −92−23.5% | Reduced |
| Atticus Wealth Management, LLC | 303 | $9.07K | 0.00% | +303 | New |
| Schubert & Co | 327 | $9.79K | 0.01% | −43−11.6% | Reduced |
| Optiver Holding B.V. | 340 | $10.2K | 0.00% | +340 | New |
| Creative Capital Management Investments LLC | 340 | $10.2K | 0.01% | +340 | New |
| Beacon Capital Management, LLC | 362 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 388 | $11.6K | 0.01% | +1+0.3% | Added |
| Avalon Trust Co | 393 | $11.8K | 0.00% | +393 | New |
| Lowe Wealth Advisors, LLC | 396 | $11.9K | 0.01% | −132−25.0% | Reduced |
| TSFG, LLC | 414 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 419 | $12.5K | 0.01% | +191+83.8% | Added |
| Bell Investment Advisors, Inc | 424 | $12.7K | 0.00% | −168−28.4% | Reduced |
| Column Capital Advisors, LLC | 441 | $13.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 447 | $13.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 466 | $14.0K | 0.01% | −171−26.8% | Reduced |
| Highline Wealth Partners LLC | 480 | $14.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 516 | $15.4K | 0.01% | +18+3.6% | Added |
| Cary Street Partners Asset Management LLC | 541 | $16.2K | 0.00% | −45−7.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 561 | $16.8K | 0.01% | +561 | New |
| Peoples Financial Services Corp. | 600 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 600 | $18.0K | 0.01% | −300−33.3% | Reduced |
| Hallmark Capital Management Inc | 600 | $18.0K | 0.00% | −200−25.0% | Reduced |
| Pin Oak Investment Advisors Inc | 600 | $18.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 605 | $18.1K | 0.00% | +29+5.0% | Added |
| China Universal Asset Management Co., Ltd. | 624 | $18.7K | 0.01% | +624 | New |
| Ameliora Wealth Management Ltd. | 627 | $18.8K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 631 | $18.9K | 0.02% | +1+0.2% | Added |
| Quarry LP | 638 | $19.1K | 0.01% | +450+239.4% | Added |
| World Equity Group, Inc. | 19,809 | $19.8K | 0.00% | +19,809 | New |
| AlphaMark Advisors, LLC | 670 | $20.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 675 | $20.2K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $20.9K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 714 | $21.4K | 0.01% | +3+0.4% | Added |
| Pacific Center for Financial Services | 720 | $21.6K | 0.01% | +720 | New |
| Register Financial Advisors LLC | 733 | $21.9K | 0.02% | +200+37.5% | Added |
| Dividend Assets Capital, LLC | 724 | $22.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 815 | $24.0K | 0.01% | +1+0.1% | Added |
| Private Ocean, LLC | 812 | $24.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 823 | $24.7K | 0.00% | +45+5.8% | Added |
| Thompson Investment Management, Inc. | 825 | $24.7K | 0.00% | +825 | New |
| Kalos Management, Inc. | 851 | $25.5K | 0.05% | +851 | New |
| Fortis Capital Advisors, LLC | 865 | $25.9K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 866 | $25.9K | 0.01% | −8−0.9% | Reduced |
| JFS Wealth Advisors, LLC | 889 | $26.6K | 0.00% | −56−5.9% | Reduced |
| Sageworth Trust Co | 900 | $26.9K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $26.9K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $26.9K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 900 | $26.9K | 0.01% | +400+80.0% | Added |
| Coastal Capital Group, Inc. | 910 | $27.2K | 0.01% | +849+1,391.8% | Added |
| Capital Advisors, Ltd. LLC | 1,028 | $31.0K | 0.01% | −1,392−57.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,040 | $31.1K | 0.00% | +4+0.4% | Added |
| Graham Capital Wealth Management, LLC | 1,041 | $31.2K | 0.05% | +1,041 | New |
| Barrett & Company, Inc. | 1,044 | $31.3K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,050 | $31.4K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,050 | $31.4K | 0.02% | +1,050 | New |
| FinTrust Capital Advisors, LLC | 1,066 | $33.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,125 | $33.6K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,129 | $33.8K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,155 | $34.6K | 0.00% | +1,155 | New |