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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 10,353 | $310.0K | 0.14% | +39+0.4% | Added |
| Park Edge Advisors, LLC | 10,368 | $310.4K | 0.12% | 00.0% | Unchanged |
| TCWP LLC | 10,500 | $314.4K | 0.06% | −479−4.4% | Reduced |
| Goelzer Investment Management, Inc. | 10,523 | $315.1K | 0.03% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 11,050 | $317.7K | 0.23% | +1,424+14.8% | Added |
| Gradient Investments LLC | 10,615 | $317.8K | 0.01% | −600−5.3% | Reduced |
| Empowered Funds, LLC | 10,622 | $318.0K | 0.02% | +3,606+51.4% | Added |
| IVC Wealth Advisors LLC | 10,669 | $319.4K | 0.23% | −3,210−23.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 10,669 | $319.4K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 10,673 | $319.6K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 10,703 | $320.0K | 0.03% | −157−1.4% | Reduced |
| Kinloch Capital, LLC | 10,692 | $320.0K | 0.19% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 10,700 | $320.4K | 0.20% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10,713 | $320.8K | 0.03% | −237−2.2% | Reduced |
| Comerica Securities,inc. | 10,725 | $321.1K | 0.02% | +1,511+16.4% | Added |
| West Branch Capital LLC | 10,735 | $321.4K | 0.18% | +34+0.3% | Added |
| Regal Investment Advisors LLC | 10,777 | $322.7K | 0.03% | −273−2.5% | Reduced |
| United Bank | 10,785 | $322.9K | 0.04% | −30−0.3% | Reduced |
| Continuum Advisory, LLC | 10,790 | $323.1K | 0.05% | +397+3.8% | Added |
| Financial Strategies Group, Inc. | 10,800 | $323.4K | 0.12% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,787 | $324.3K | 0.16% | −1,778−14.2% | Reduced |
| Schechter Investment Advisors, LLC | 10,847 | $324.8K | 0.03% | +660+6.5% | Added |
| Capital Asset Advisory Services LLC | 10,866 | $325.3K | 0.02% | +113+1.1% | Added |
| CM Wealth Advisors LLC | 10,800 | $326.0K | 0.06% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 10,889 | $326.0K | 0.12% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 10,924 | $327.1K | 0.01% | −1,028−8.6% | Reduced |
| Lake Street Financial LLC | 10,964 | $328.3K | 0.06% | +490+4.7% | Added |
| Hendley & Co Inc | 11,025 | $330.0K | 0.15% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,037 | $330.5K | 0.01% | +2,351+27.1% | Added |
| ELCO Management Co., LLC | 11,055 | $331.0K | 0.24% | +11,055 | New |
| J.W. Cole Advisors, Inc. | 11,057 | $331.1K | 0.02% | −575−4.9% | Reduced |
| Horizon Investments, LLC | 11,077 | $331.6K | 0.01% | −9,548−46.3% | Reduced |
| Marion Wealth Management | 11,100 | $332.3K | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $332.3K | 0.04% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 11,162 | $334.2K | 0.32% | +11,162 | New |
| Connors Investor Services Inc | 11,185 | $335.0K | 0.04% | +300+2.8% | Added |
| Beech Hill Advisors, Inc. | 11,200 | $335.3K | 0.17% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 11,224 | $336.0K | 0.17% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,284 | $337.8K | 0.07% | −500−4.2% | Reduced |
| Capital Investment Counsel, Inc | 11,286 | $337.9K | 0.08% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $338.0K | 0.09% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,292 | $338.1K | 0.01% | −1,803−13.8% | Reduced |
| Acute Investment Advisory, LLC | 11,337 | $339.4K | 0.22% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,975 | $339.4K | 0.02% | +3,122+39.8% | Added |
| Tufton Capital Management | 11,340 | $339.5K | 0.07% | +2,640+30.3% | Added |
| Kaydan Wealth Management, Inc. | 11,349 | $339.8K | 0.14% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,350 | $339.8K | 0.04% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,400 | $341.3K | 0.03% | −746−6.1% | Reduced |
| SOL Capital Management CO | 11,400 | $341.3K | 0.06% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 11,406 | $341.5K | 0.06% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 11,464 | $343.2K | 0.21% | −4,378−27.6% | Reduced |
| Belpointe Asset Management LLC | 11,468 | $343.3K | 0.02% | +1,161+11.3% | Added |
| Confluence Wealth Services, Inc. | 11,506 | $344.5K | 0.08% | −1,895−14.1% | Reduced |
| Central Trust Co | 11,509 | $344.6K | 0.01% | −1,935−14.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $344.9K | 0.13% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 11,556 | $346.0K | 0.08% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 11,591 | $347.0K | 0.03% | −25−0.2% | Reduced |
| Sherbrooke Park Advisers LLC | 11,600 | $347.3K | 0.53% | +11,600 | New |
| Westmount Partners, LLC | 11,642 | $348.6K | 0.16% | +650+5.9% | Added |
| True Capital Management | 11,646 | $348.7K | 0.24% | +759+7.0% | Added |
| Barry Investment Advisors, LLC | 11,671 | $349.5K | 0.11% | +43+0.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,700 | $350.0K | 0.23% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 11,750 | $351.8K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 11,751 | $351.8K | 0.03% | +4,303+57.8% | Added |
| Resources Management Corp | 6,043 | $352.0K | 0.07% | −20,172−76.9% | Reduced |
| Mayflower Financial Advisors, LLC | 11,811 | $353.6K | 0.05% | +188+1.6% | Added |
| Girard Partners Ltd. | 11,812 | $353.7K | 0.04% | 00.0% | Unchanged |
| SRB Corp | 11,824 | $354.0K | 0.02% | +11,824 | New |
| Csenge Advisory Group | 11,825 | $354.0K | 0.03% | +2,400+25.5% | Added |
| Desjardins Global Asset Management Inc. | 11,873 | $355.0K | 0.04% | +11,873 | New |
| Latitude Advisors, LLC | 11,874 | $355.5K | 0.26% | −236−1.9% | Reduced |
| Harbor Group, Inc. | 11,894 | $356.1K | 0.21% | +11+0.1% | Added |
| KCS Wealth Advisory | 11,993 | $359.1K | 0.14% | −153−1.3% | Reduced |
| Souders Financial Advisors | 12,026 | $360.1K | 0.08% | −20−0.2% | Reduced |
| Petrus Trust Company, LTA | 12,030 | $360.2K | 0.04% | +12,030 | New |
| CWA Asset Management Group, LLC | 12,035 | $360.3K | 0.03% | +758+6.7% | Added |
| First Capital Advisors Group, LLC. | 12,058 | $361.0K | 0.23% | −263−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 12,068 | $361.3K | 0.03% | −579−4.6% | Reduced |
| Epoch Investment Partners, Inc. | 12,103 | $362.4K | 0.00% | +10.0% | Added |
| King Luther Capital Management Corp | 12,128 | $363.1K | 0.00% | +159+1.3% | Added |
| Fagan Associates, Inc. | 12,131 | $363.2K | 0.09% | 00.0% | Unchanged |
| Strategic Equity Management | 12,141 | $363.5K | 0.13% | +12,141 | New |
| Perpetual Ltd | 12,165 | $364.2K | 0.00% | +12,165 | New |
| First Interstate Bank | 12,181 | $364.7K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,235 | $366.0K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 12,243 | $366.6K | 0.03% | −457−3.6% | Reduced |
| Ambassador Advisors, LLC | 11,532 | $366.6K | 0.08% | −2,720−19.1% | Reduced |
| Alpha Family Trust | 12,270 | $367.4K | 0.29% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 12,300 | $368.3K | 0.18% | 00.0% | Unchanged |
| Imprint Wealth LLC | 12,318 | $368.8K | 0.24% | +12,318 | New |
| Ameritas Advisory Services, LLC | 12,069 | $370.2K | 0.02% | +76+0.6% | Added |
| Altshuler Shaham Ltd | 12,382 | $370.7K | 0.01% | −1,716−12.2% | Reduced |
| First Financial Bank - Trust Division | 12,391 | $371.0K | 0.04% | −1,629−11.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 12,390 | $371.0K | 0.18% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 12,433 | $372.2K | 0.12% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 12,504 | $374.4K | 0.46% | +12,504 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $377.2K | 0.12% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12,627 | $378.1K | 0.04% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 12,691 | $380.0K | 0.05% | −22−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,705 | $380.4K | 0.08% | −2,109−14.2% | Reduced |