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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 7,992 | $239.3K | 0.07% | +108+1.4% | Added |
| Court Place Advisors, LLC | 8,004 | $239.6K | 0.09% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 8,058 | $241.0K | 0.22% | 00.0% | Unchanged |
| CIC Wealth, LLC | 8,088 | $242.2K | 0.09% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 8,140 | $243.7K | 0.35% | +20+0.2% | Added |
| Rosenberg Matthew Hamilton | 8,184 | $245.0K | 0.08% | −77−0.9% | Reduced |
| Simon Quick Advisors, LLC | 8,230 | $246.4K | 0.03% | +8,230 | New |
| Eudaimonia Partners, LLC | 8,244 | $246.8K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 8,251 | $247.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 8,251 | $247.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 8,315 | $249.0K | 0.11% | +8,315 | New |
| BNC Wealth Management, LLC | 8,343 | $249.8K | 0.14% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 8,381 | $250.9K | 0.08% | +8,381 | New |
| Evergreen Capital Management LLC | 8,438 | $252.6K | 0.01% | +8,438 | New |
| Borer Denton & Associates, Inc. | 8,439 | $252.7K | 0.10% | +39+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 7,893 | $252.7K | 0.04% | +7,893 | New |
| Northwest Investment Counselors, LLC | 8,463 | $253.4K | 0.07% | −256−2.9% | Reduced |
| Caldwell Trust Co | 8,466 | $253.5K | 0.04% | −1,287−13.2% | Reduced |
| Norris Perne & French LLP | 8,486 | $254.1K | 0.02% | −1,461−14.7% | Reduced |
| Live Oak Private Wealth LLC | 8,510 | $254.8K | 0.05% | −104−1.2% | Reduced |
| Bullseye Investment Management, LLC | 8,521 | $255.1K | 0.19% | +8,521 | New |
| Lakeview Capital Partners, LLC | 8,026 | $255.2K | 0.08% | −1,628−16.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,544 | $255.7K | 0.01% | −124−1.4% | Reduced |
| Douglas Lane & Associates, LLC | 8,549 | $256.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 8,554 | $256.1K | 0.07% | −1,474−14.7% | Reduced |
| Berger Financial Group, Inc | 8,575 | $256.7K | 0.03% | −342−3.8% | Reduced |
| Dakota Wealth Management | 8,630 | $258.4K | 0.02% | −81−0.9% | Reduced |
| Stelac Advisory Services LLC | 8,651 | $259.0K | 0.11% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,655 | $259.1K | 0.05% | +8,655 | New |
| Allred Capital Management, LLC | 8,679 | $259.9K | 0.14% | −323−3.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 8,723 | $261.2K | 0.08% | −147−1.7% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $263.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,797 | $263.4K | 0.04% | +699+8.6% | Added |
| Empower Advisory Group, LLC | 8,870 | $264.8K | 0.00% | +8,870 | New |
| Glassman Wealth Services | 8,852 | $265.0K | 0.05% | +59+0.7% | Added |
| Eagle Asset Management Inc | 8,892 | $266.0K | 0.00% | +8,892 | New |
| Klingman & Associates, LLC | 8,886 | $266.0K | 0.02% | −24−0.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,913 | $267.0K | 0.00% | −50−0.6% | Reduced |
| Waldron Private Wealth LLC | 8,922 | $267.1K | 0.01% | +8,922 | New |
| NinePointTwo Capital | 8,979 | $268.0K | 0.10% | +8,979 | New |
| IFG Advisors, LLC | 8,976 | $268.8K | 0.11% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 9,000 | $269.0K | 0.47% | −3,000−25.0% | Reduced |
| Drive Wealth Management, LLC | 8,994 | $269.3K | 0.11% | +327+3.8% | Added |
| Montag A & Associates Inc | 9,000 | $269.5K | 0.02% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 9,000 | $269.5K | 0.00% | +9,000 | New |
| Sciencast Management LP | 8,504 | $269.6K | 0.36% | +8,504 | New |
| Leonteq Securities AG | 9,014 | $269.9K | 0.02% | +476+5.6% | Added |
| Advisors Capital Management, LLC | 9,013 | $270.0K | 0.01% | +2,218+32.6% | Added |
| Greylin Investment Mangement Inc | 9,030 | $270.4K | 0.05% | 00.0% | Unchanged |
| Covenant Partners, LLC | 9,043 | $270.7K | 0.10% | −2,414−21.1% | Reduced |
| Berkshire Asset Management LLC | 9,069 | $271.5K | 0.02% | +9,069 | New |
| Credential Qtrade Securities Inc. | 9,082 | $271.9K | 0.02% | +9,082 | New |
| Riverwater Partners LLC | 9,100 | $272.5K | 0.25% | +9,100 | New |
| Farmers National Bank | 9,118 | $273.0K | 0.10% | −100−1.1% | Reduced |
| Sage Private Wealth Group, LLC | 9,120 | $273.1K | 0.31% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 9,178 | $274.8K | 0.09% | +106+1.2% | Added |
| Signet Financial Management, LLC | 9,197 | $275.4K | 0.05% | −221−2.3% | Reduced |
| Wedmont Private Capital | 9,202 | $276.0K | 0.04% | −1,035−10.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 9,223 | $276.2K | 0.07% | +30.0% | Added |
| Wealth Effects LLC | 9,246 | $276.8K | 0.14% | −600−6.1% | Reduced |
| Castle Wealth Management LLC | 9,266 | $277.4K | 0.21% | −2,297−19.9% | Reduced |
| Sittner & Nelson, LLC | 9,310 | $278.8K | 0.16% | +13+0.1% | Added |
| Ironwood Investment Counsel, LLC | 9,326 | $279.2K | 0.07% | +9,326 | New |
| RB Capital Management, LLC | 9,341 | $279.7K | 0.09% | −12,120−56.5% | Reduced |
| Chronos Wealth Management, LLC | 9,350 | $279.9K | 0.21% | +9,350 | New |
| Allstate Corp | 9,362 | $280.3K | 0.02% | −69,416−88.1% | Reduced |
| Stokes Family Office, LLC | 9,383 | $280.9K | 0.03% | +300+3.3% | Added |
| Excalibur Management Corp | 9,386 | $281.0K | 0.15% | −3,685−28.2% | Reduced |
| Interchange Capital Partners, LLC | 9,529 | $285.3K | 0.16% | +1,358+16.6% | Added |
| Evermay Wealth Management LLC | 9,534 | $285.4K | 0.06% | −429−4.3% | Reduced |
| Crescent Sterling, Ltd. | 9,551 | $286.0K | 0.28% | +551+6.1% | Added |
| Oak Hill Wealth Advisors, LLC | 9,575 | $286.7K | 0.11% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9,589 | $287.1K | 0.07% | +1,322+16.0% | Added |
| Pearl River Capital, LLC | 9,634 | $288.4K | 0.05% | −11,454−54.3% | Reduced |
| Norway Savings Bank | 9,650 | $288.9K | 0.15% | −70−0.7% | Reduced |
| Centaurus Financial, Inc. | 9,650 | $289.0K | 0.02% | −3,339−25.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,800 | $289.1K | 0.08% | −153−1.5% | Reduced |
| TrueWealth Advisors, LLC | 9,668 | $289.5K | 0.12% | +9,668 | New |
| Forte Capital LLC | 9,714 | $290.8K | 0.04% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 9,750 | $291.9K | 0.08% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 9,775 | $293.0K | 0.12% | −3,136−24.3% | Reduced |
| Valley National Advisers Inc | 9,325 | $293.0K | 0.05% | +4,145+80.0% | Added |
| Power Corp of Canada | 10,404 | $293.9K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 9,819 | $294.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9,840 | $294.6K | 0.17% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 9,848 | $294.8K | 0.04% | −345−3.4% | Reduced |
| Curran Financial Partners, LLC | 9,890 | $296.1K | 0.14% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 9,297 | $296.2K | 0.13% | +9,297 | New |
| YHB Investment Advisors, Inc. | 9,923 | $297.1K | 0.03% | −731−6.9% | Reduced |
| Abn Amro Investment Solutions | 9,948 | $297.8K | 0.01% | +9,948 | New |
| Glen Eagle Advisors, LLC | 9,998 | $299.3K | 0.08% | +50+0.5% | Added |
| Summit Trail Advisors, LLC | 9,999 | $299.4K | 0.01% | −382−3.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 10,159 | $299.7K | 0.02% | +10,159 | New |
| Proficio Capital Partners LLC | 10,016 | $299.9K | 0.05% | +10,016 | New |
| HHM Wealth Advisors, LLC | 10,026 | $300.2K | 0.06% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,091 | $302.1K | 0.00% | −740,895−98.7% | Reduced |
| Pavion Blue Capital, LLC | 10,146 | $303.8K | 0.19% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 10,210 | $305.7K | 0.17% | −250−2.4% | Reduced |
| David Loasby | 10,188 | $305.8K | 0.04% | +47+0.5% | Added |
| Chicago Partners Investment Group LLC | 9,806 | $307.7K | 0.02% | −535−5.2% | Reduced |