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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 5,821 | $174.1K | 0.03% | +454+8.5% | Added |
| First Personal Financial Services | 5,952 | $178.2K | 0.05% | +300+5.3% | Added |
| Larson Financial Group LLC | 6,122 | $183.3K | 0.02% | +300+5.2% | Added |
| Venturi Wealth Management, LLC | 6,282 | $188.1K | 0.02% | +6,282 | New |
| United Community Bank | 6,320 | $189.2K | 0.18% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 5,611 | $190.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,587 | $197.2K | 0.01% | +1,082+19.7% | Added |
| State of Wyoming | 6,708 | $200.8K | 0.06% | −218−3.1% | Reduced |
| J. W. Coons Advisors, LLC | 6,750 | $202.1K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,773 | $202.8K | 0.02% | +6,773 | New |
| Mutual Advisors, LLC | 6,781 | $203.0K | 0.01% | +6,781 | New |
| Charter Research & Investment Group, Inc. | 6,791 | $203.3K | 0.18% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,825 | $204.3K | 0.06% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,846 | $205.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,850 | $205.1K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,850 | $205.1K | 0.03% | −1,259−15.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,859 | $205.4K | 0.04% | +6,859 | New |
| Smith Anglin Financial, LLC | 6,861 | $205.4K | 0.03% | +350+5.4% | Added |
| BDO Wealth Advisors, LLC | 6,876 | $205.9K | 0.03% | −801−10.4% | Reduced |
| Tandem Investment Advisors, Inc. | 6,881 | $206.0K | 0.01% | −1,139−14.2% | Reduced |
| Summit X, LLC | 6,887 | $206.2K | 0.05% | −135−1.9% | Reduced |
| Madison Asset Management, LLC | 6,888 | $206.2K | 0.00% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,910 | $206.9K | 0.07% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,900 | $207.0K | 0.14% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,911 | $207.0K | 0.02% | +6,911 | New |
| Silver Oak Advisory Group, Inc. | 6,955 | $208.0K | 0.14% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,954 | $208.2K | 0.03% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 6,981 | $209.0K | 0.07% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,993 | $209.4K | 0.03% | −31−0.4% | Reduced |
| FSM Wealth Advisors, LLC | 7,008 | $209.8K | 0.12% | −368−5.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,020 | $210.2K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,033 | $210.6K | 0.05% | +301+4.5% | Added |
| Kendall Capital Management | 7,044 | $211.0K | 0.10% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,073 | $211.8K | 0.03% | +10.0% | Added |
| Hazlett, Burt & Watson, Inc. | 7,052 | $212.0K | 0.17% | 00.0% | Unchanged |
| Aspiriant, LLC | 7,092 | $212.3K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 7,111 | $212.9K | 0.04% | +117+1.7% | Added |
| Oxford Financial Group Ltd | 7,117 | $213.1K | 0.02% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 7,126 | $213.4K | 0.13% | +7,126 | New |
| Moss Adams Wealth Advisors LLC | 7,138 | $213.7K | 0.07% | +296+4.3% | Added |
| White Pine Capital LLC | 7,142 | $213.8K | 0.08% | 00.0% | Unchanged |
| Bray Capital Advisors | 7,155 | $214.2K | 0.06% | 00.0% | Unchanged |
| TFG Advisers LLC | 7,155 | $214.2K | 0.10% | −304−4.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 7,174 | $214.8K | 0.14% | −12−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 7,186 | $215.1K | 0.04% | +77+1.1% | Added |
| Papp L Roy & Associates | 7,200 | $215.6K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $215.6K | 0.05% | +7,200 | New |
| Rock Point Advisors, LLC | 7,200 | $216.0K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 7,200 | $216.0K | 0.03% | +7,200 | New |
| Boothbay Fund Management, LLC | 7,222 | $216.2K | 0.01% | −20,433−73.9% | Reduced |
| West Wealth Group, LLC | 7,274 | $217.8K | 0.10% | +28+0.4% | Added |
| Wallace Advisory Group, LLC | 7,279 | $217.9K | 0.17% | −133−1.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,450 | $218.0K | 0.09% | 00.0% | Unchanged |
| HCR Wealth Advisors | 7,284 | $218.1K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,297 | $218.5K | 0.02% | −8,948−55.1% | Reduced |
| V Wealth Advisors LLC | 7,316 | $219.1K | 0.04% | −226−3.0% | Reduced |
| Graypoint LLC | 7,324 | $219.3K | 0.02% | −797−9.8% | Reduced |
| Gsa Capital Partners LLP | 7,361 | $220.0K | 0.02% | −5,174−41.3% | Reduced |
| Cornerstone Wealth Management, LLC | 7,358 | $220.3K | 0.02% | +7,358 | New |
| Ridgewood Investments LLC | 7,359 | $220.3K | 0.13% | +8+0.1% | Added |
| Heritage Trust Co | 7,368 | $220.6K | 0.03% | −49−0.7% | Reduced |
| Middleton & Co Inc | 7,375 | $220.8K | 0.03% | −250−3.3% | Reduced |
| Harvest Fund Management Co., Ltd | 7,371 | $221.0K | 0.05% | +2,449+49.8% | Added |
| Carderock Capital Management Inc | 7,400 | $221.6K | 0.08% | −600−7.5% | Reduced |
| BSW Wealth Partners | 7,422 | $222.2K | 0.05% | +126+1.7% | Added |
| American Trust | 7,434 | $222.6K | 0.02% | +7,434 | New |
| Front Row Advisors LLC | 7,458 | $223.0K | 0.11% | −6−0.1% | Reduced |
| NorthRock Partners, LLC | 7,448 | $223.0K | 0.02% | +711+10.6% | Added |
| Spreng Capital Management, Inc. | 7,456 | $223.2K | 0.19% | −450−5.7% | Reduced |
| TrinityPoint Wealth, LLC | 7,468 | $223.6K | 0.05% | −99−1.3% | Reduced |
| Wela Strategies, Inc. | 7,494 | $224.4K | 0.12% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,500 | $224.6K | 0.05% | −1,100−12.8% | Reduced |
| Meridian Wealth Advisors, LLC | 7,500 | $224.6K | 0.06% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $224.6K | 0.24% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 7,500 | $224.6K | 0.13% | +700+10.3% | Added |
| Cozad Asset Management Inc | 7,509 | $224.8K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,549 | $226.0K | 0.03% | +7,549 | New |
| Verdence Capital Advisors LLC | 7,561 | $226.4K | 0.03% | +189+2.6% | Added |
| Auxier Asset Management | 7,566 | $226.5K | 0.04% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 7,583 | $227.0K | 0.08% | −79−1.0% | Reduced |
| Bryn Mawr Trust Co | 7,606 | $228.0K | 0.01% | −250−3.2% | Reduced |
| Capital Square, LLC | 7,600 | $228.2K | 0.21% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,625 | $228.3K | 0.13% | 00.0% | Unchanged |
| Thomasville National Bank | 7,630 | $228.4K | 0.02% | +166+2.2% | Added |
| Compass Financial Group, INC | 7,646 | $228.9K | 0.07% | +46+0.6% | Added |
| Southland Equity Partners LLC | 7,677 | $229.9K | 0.09% | +20.0% | Added |
| Smith, Moore & Co. | 7,730 | $231.4K | 0.03% | +250+3.3% | Added |
| Inspire Advisors, LLC | 7,783 | $233.0K | 0.05% | +7,783 | New |
| Broderick Brian C | 7,800 | $233.5K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 7,800 | $233.5K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,836 | $234.6K | 0.17% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,855 | $235.2K | 0.07% | +945+13.7% | Added |
| LMG Wealth Partners, LLC | 7,875 | $235.8K | 0.08% | 00.0% | Unchanged |
| New Capital Management LP | 7,884 | $236.1K | 0.09% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 7,914 | $236.9K | 0.03% | +7,914 | New |
| EverSource Wealth Advisors, LLC | 7,927 | $237.3K | 0.03% | −210−2.6% | Reduced |
| Day & Ennis, LLC | 7,932 | $237.5K | 0.09% | 00.0% | Unchanged |
| Bridgeworth, LLC | 7,941 | $237.8K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7,950 | $238.0K | 0.12% | +750+10.4% | Added |
| Crescent Grove Advisors, LLC | 7,951 | $238.1K | 0.03% | −3,465−30.4% | Reduced |