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 |
|---|---|---|---|---|---|
| American National Bank | 1,185 | $35.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,241 | $37.2K | 0.00% | −401−24.4% | Reduced |
| Ahrens Investment Partners LLC | 1,284 | $38.4K | 0.02% | +1,284 | New |
| Focused Wealth Management, Inc | 1,319 | $39.5K | 0.01% | +851+181.8% | Added |
| Rational Advisors LLC | 1,329 | $39.8K | 0.00% | +58+4.6% | Added |
| Carolinas Wealth Consulting LLC | 12,315 | $41.1K | 0.01% | −2,263−15.5% | Reduced |
| AXS Investments LLC | 1,386 | $41.5K | 0.01% | −7−0.5% | Reduced |
| Horizon Bancorp Inc | 1,398 | $42.0K | 0.03% | −3,045−68.5% | Reduced |
| West Paces Advisors Inc. | 1,470 | $44.0K | 0.01% | +72+5.2% | Added |
| Versant Capital Management, Inc | 1,486 | $44.5K | 0.01% | +7+0.5% | Added |
| Webster Bank, N. A. | 1,500 | $44.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,500 | $45.0K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,517 | $45.4K | 0.02% | +159+11.7% | Added |
| Accel Wealth Management | 1,548 | $46.4K | 0.02% | +6+0.4% | Added |
| Endurance Wealth Management, Inc. | 1,600 | $48.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,629 | $48.8K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,632 | $48.9K | 0.01% | +1,632 | New |
| Farther Finance Advisors, LLC | 1,637 | $49.0K | 0.01% | +97+6.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,670 | $50.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,752 | $52.5K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,802 | $53.0K | 0.01% | +1,802 | New |
| Acima Private Wealth, LLC | 1,800 | $53.9K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,800 | $53.9K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,800 | $53.9K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,830 | $54.8K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 1,800 | $55.2K | 0.03% | +1,800 | New |
| Kistler-Tiffany Companies, LLC | 1,866 | $55.9K | 0.01% | +5+0.3% | Added |
| Riverview Trust Co | 1,875 | $56.1K | 0.05% | −410−17.9% | Reduced |
| Covestor Ltd | 1,907 | $57.0K | 0.05% | −167−8.1% | Reduced |
| Sutton Wealth Advisors Inc. | 1,933 | $57.9K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,935 | $57.9K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $58.4K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $58.5K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,987 | $59.5K | 0.04% | +1,587+396.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,994 | $59.7K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,000 | $60.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,026 | $60.7K | 0.03% | +5+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,040 | $61.1K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,064 | $61.8K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,077 | $62.2K | 0.04% | +8+0.4% | Added |
| Mondrian Investment Partners LTD | 2,097 | $62.8K | 0.00% | +245+13.2% | Added |
| Gleason Group, Inc. | 2,142 | $64.1K | 0.02% | +8+0.4% | Added |
| Silvant Capital Management LLC | 2,199 | $65.8K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,247 | $67.3K | 0.01% | +8+0.4% | Added |
| Ellevest, Inc. | 2,255 | $67.5K | 0.01% | +924+69.4% | Added |
| Baldwin Brothers Inc | 2,268 | $67.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,343 | $70.1K | 0.03% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 2,388 | $71.5K | 0.02% | +2,388 | New |
| Brown, Lisle/Cummings, Inc. | 2,476 | $74.1K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,556 | $76.5K | 0.00% | −6,847−72.8% | Reduced |
| Citadel Advisors LLC | 2,579 | $77.2K | 0.00% | −7,604,253−100.0% | Reduced |
| Park Place Capital Corp | 2,613 | $78.2K | 0.02% | +190+7.8% | Added |
| BerganKDV Wealth Management, LLC | 2,646 | $79.2K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 2,655 | $79.5K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,667 | $79.9K | 0.03% | +10+0.4% | Added |
| Kapitalo Investimentos Ltda | 2,711 | $81.2K | 0.03% | +2,711 | New |
| Washington Trust Advisors, Inc. | 2,760 | $82.6K | 0.01% | −1,696−38.1% | Reduced |
| Baker Avenue Asset Management, LP | 2,802 | $83.9K | 0.00% | −265−8.6% | Reduced |
| MV Capital Management, Inc. | 2,817 | $84.3K | 0.01% | +538+23.6% | Added |
| NewSquare Capital LLC | 3,000 | $89.8K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,005 | $90.0K | 0.06% | +9+0.3% | Added |
| TD Ameritrade Investment Management, LLC | 3,047 | $91.0K | 0.00% | −733−19.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,098 | $92.7K | 0.05% | +4+0.1% | Added |
| Core Alternative Capital | 3,124 | $93.5K | 0.01% | +232+8.0% | Added |
| Parallax Volatility Advisers, L.P. | 3,162 | $94.7K | 0.00% | −16,614−84.0% | Reduced |
| Hexagon Capital Partners LLC | 3,201 | $95.8K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,204 | $95.9K | 0.02% | −75,342−95.9% | Reduced |
| Lee Financial Co | 3,366 | $100.8K | 0.02% | −29−0.9% | Reduced |
| Financial Management Professionals, Inc. | 3,464 | $104.0K | 0.02% | +127+3.8% | Added |
| TCI Wealth Advisors, Inc. | 3,754 | $112.4K | 0.01% | −49−1.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,806 | $114.0K | 0.00% | +781+25.8% | Added |
| McIlrath & Eck, LLC | 3,825 | $114.5K | 0.03% | +2,252+143.2% | Added |
| Old North State Trust, LLC | 4,200 | $126.0K | 0.09% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,050 | $126.8K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,315 | $129.0K | 0.03% | −161−3.6% | Reduced |
| Hanson & Doremus Investment Management | 4,339 | $130.0K | 0.03% | −19,479−81.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,350 | $130.2K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,421 | $132.4K | 0.02% | −669−13.1% | Reduced |
| Perritt Capital Management Inc | 4,500 | $134.7K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $134.7K | 0.11% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,701 | $140.8K | 0.03% | +4,701 | New |
| ZRC Wealth Management, LLC | 4,734 | $141.7K | 0.13% | +4,734 | New |
| One River Asset Management, LLC | 4,806 | $142.0K | 0.10% | −5,739−54.4% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,781 | $143.2K | 0.05% | +16+0.3% | Added |
| Tilia Fiduciary Partners, Inc. | 4,859 | $145.5K | 0.14% | +42+0.9% | Added |
| Pointe Capital Management LLC | 4,860 | $145.5K | 0.11% | +4,860 | New |
| New Hampshire Trust | 4,922 | $147.4K | 0.04% | −290−5.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,208 | $155.9K | 0.13% | +19+0.4% | Added |
| Ten Capital Wealth Advisors, LLC | 5,209 | $156.0K | 0.05% | −932−15.2% | Reduced |
| Truvestments Capital LLC | 5,235 | $156.7K | 0.08% | +20+0.4% | Added |
| ICA Group Wealth Management, LLC | 5,306 | $158.9K | 0.04% | +356+7.2% | Added |
| Cassady Schiller Wealth Management, LLC | 5,347 | $160.1K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,393 | $161.5K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,399 | $161.6K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,405 | $161.8K | 0.07% | −150−2.7% | Reduced |
| Paladin Advisory Group, LLC | 5,595 | $167.5K | 0.14% | +5,595 | New |
| CVA Family Office, LLC | 5,630 | $168.6K | 0.04% | −143−2.5% | Reduced |
| Tradition Wealth Management, LLC | 5,734 | $172.0K | 0.02% | +1,814+46.3% | Added |
| Creative Financial Designs Inc | 5,749 | $172.1K | 0.02% | +765+15.3% | Added |
| Alta Advisers Ltd | 5,800 | $173.7K | 0.10% | 00.0% | Unchanged |