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 |
|---|---|---|---|---|---|
| Bigelow Investment Advisors, LLC | 12,754 | $381.9K | 0.22% | 00.0% | Unchanged |
| Sepio Capital, LP | 12,763 | $382.1K | 0.04% | +42+0.3% | Added |
| Advisors Asset Management, Inc. | 12,820 | $383.8K | 0.01% | −2,694−17.4% | Reduced |
| Bank of Hawaii | 12,828 | $384.1K | 0.02% | −180−1.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,970 | $388.3K | 0.04% | −488−3.6% | Reduced |
| V-Square Quantitative Management LLC | 13,016 | $389.7K | 0.36% | +13,016 | New |
| Holistic Financial Partners | 13,042 | $390.5K | 0.31% | +928+7.7% | Added |
| OneAscent Wealth Management LLC | 13,048 | $391.0K | 0.15% | −2,188−14.4% | Reduced |
| RCS Financial Planning, LLC | 13,060 | $391.0K | 0.35% | +16+0.1% | Added |
| Oliver Luxxe Assets LLC | 13,080 | $391.6K | 0.10% | −500−3.7% | Reduced |
| McLean Asset Management Corp | 13,186 | $394.8K | 0.16% | −260−1.9% | Reduced |
| Mission Wealth Management, LP | 13,206 | $395.4K | 0.02% | +69+0.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 13,208 | $395.4K | 0.06% | +2,649+25.1% | Added |
| Cutter & CO Brokerage, Inc. | 13,221 | $395.9K | 0.12% | +40.0% | Added |
| Independent Financial Group, LLC | 13,256 | $396.9K | 0.03% | +23+0.2% | Added |
| Trustmark National Bank Trust Department | 13,275 | $397.5K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 13,302 | $398.3K | 0.01% | −209−1.5% | Reduced |
| Holderness Investments Co | 13,372 | $400.4K | 0.16% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 13,439 | $402.4K | 0.05% | −3,329−19.9% | Reduced |
| Gables Capital Management Inc. | 13,450 | $402.7K | 0.28% | 00.0% | Unchanged |
| First National Trust Co | 13,465 | $403.1K | 0.02% | −937−6.5% | Reduced |
| Level Four Advisory Services, LLC | 13,625 | $407.9K | 0.03% | −10,130−42.6% | Reduced |
| Money Concepts Capital Corp | 13,646 | $408.6K | 0.02% | −16,488−54.7% | Reduced |
| Bridgewater Advisors Inc. | 13,653 | $408.8K | 0.09% | −30−0.2% | Reduced |
| 180 Wealth Advisors, LLC | 13,675 | $409.4K | 0.10% | −209−1.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 13,875 | $409.4K | 0.17% | +4,447+47.2% | Added |
| IFG Advisory, LLC | 13,714 | $410.6K | 0.04% | +1,009+7.9% | Added |
| Warren Averett Asset Management, LLC | 13,741 | $411.4K | 0.02% | +2,712+24.6% | Added |
| Avantax Planning Partners, Inc. | 13,794 | $413.0K | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,800 | $413.2K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 13,838 | $414.3K | 0.19% | −92−0.7% | Reduced |
| CWM Advisors, LLC | 13,841 | $414.4K | 0.05% | +1,408+11.3% | Added |
| Triad Financial Advisors, Inc. | 13,844 | $414.5K | 0.18% | +25+0.2% | Added |
| Estabrook Capital Management | 13,875 | $415.4K | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 13,924 | $416.9K | 0.03% | +6,313+82.9% | Added |
| Northwest Bancshares, Inc. | 13,951 | $417.7K | 0.08% | −1,150−7.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,952 | $417.7K | 0.10% | +212+1.5% | Added |
| Crestwood Advisors Group LLC | 13,966 | $418.1K | 0.01% | −3,724−21.1% | Reduced |
| Harvey Investment Co LLC | 13,986 | $419.0K | 0.05% | 00.0% | Unchanged |
| Marathon Capital Management | 14,048 | $420.6K | 0.10% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,061 | $421.0K | 0.00% | +14,061 | New |
| Collective Family Office LLC | 14,092 | $421.9K | 0.17% | −122−0.9% | Reduced |
| Johnson Financial Group, Inc. | 14,113 | $422.5K | 0.03% | −545−3.7% | Reduced |
| 1st Source Bank | 14,192 | $424.9K | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 14,221 | $425.8K | 0.02% | −3,665−20.5% | Reduced |
| Pathway Financial Advisers, LLC | 14,241 | $426.3K | 0.17% | −130−0.9% | Reduced |
| Colonial Trust Advisors | 14,280 | $427.5K | 0.05% | +63+0.4% | Added |
| Manchester Capital Management LLC | 14,393 | $430.9K | 0.06% | −247−1.7% | Reduced |
| FC Advisory LLC | 14,400 | $431.1K | 0.19% | 00.0% | Unchanged |
| Unigestion Holding SA | 14,664 | $432.6K | 0.02% | +14,664 | New |
| NBT Bank N A | 14,677 | $439.4K | 0.06% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 14,701 | $440.1K | 0.15% | +12+0.1% | Added |
| Meritas Wealth Management, LLC | 14,715 | $440.6K | 0.35% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 14,730 | $441.0K | 0.13% | −1,420−8.8% | Reduced |
| Canal Capital Management, LLC | 14,752 | $441.7K | 0.10% | −22−0.1% | Reduced |
| Stonnington Group, LLC | 14,535 | $442.2K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 14,787 | $443.0K | 0.18% | +540+3.8% | Added |
| Bangor Savings Bank | 14,836 | $444.2K | 0.05% | 00.0% | Unchanged |
| Prana Capital Management, LP | 14,872 | $445.3K | 0.04% | +14,872 | New |
| Altfest L J & Co Inc | 14,900 | $446.0K | 0.07% | +20+0.1% | Added |
| Magnolia Capital Management Ltd | 14,895 | $446.0K | 0.42% | 00.0% | Unchanged |
| Viawealth, LLC | 14,924 | $446.8K | 0.35% | 00.0% | Unchanged |
| Financial Consulate, Inc | 14,961 | $447.9K | 0.16% | −1,046−6.5% | Reduced |
| Blueshift Asset Management, LLC | 14,966 | $448.1K | 0.19% | +14,966 | New |
| Dorsey & Whitney Trust CO LLC | 15,086 | $451.7K | 0.04% | +85+0.6% | Added |
| Wintrust Investments LLC | 15,142 | $453.0K | 0.06% | −471−3.0% | Reduced |
| Successful Portfolios LLC | 15,162 | $453.9K | 0.29% | −600−3.8% | Reduced |
| Capstone Investment Advisors, LLC | 15,165 | $454.0K | 0.01% | −108,234−87.7% | Reduced |
| CFM Wealth Partners LLC | 15,195 | $454.9K | 0.13% | +150+1.0% | Added |
| Parallel Advisors, LLC | 15,262 | $457.0K | 0.02% | +1,077+7.6% | Added |
| NCM Capital Management, LLC | 15,300 | $458.0K | 0.34% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 15,329 | $458.9K | 0.05% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 15,360 | $459.9K | 0.11% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 15,397 | $461.0K | 0.18% | +57+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 15,398 | $461.0K | 0.34% | 00.0% | Unchanged |
| Corton Capital Inc. | 15,411 | $461.4K | 0.32% | +15,411 | New |
| Vestmark Advisory Solutions, Inc. | 15,415 | $461.5K | 0.02% | +3,708+31.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,421 | $461.7K | 0.02% | +717+4.9% | Added |
| Everett Harris & Co | 15,458 | $462.8K | 0.01% | +282+1.9% | Added |
| Financial Architects, Inc | 15,458 | $462.8K | 0.07% | −65−0.4% | Reduced |
| JGP Wealth Management, LLC | 15,555 | $465.7K | 0.08% | +36+0.2% | Added |
| Garda Capital Partners LP | 15,617 | $467.6K | 0.41% | −16,715−51.7% | Reduced |
| Platform Technology Partners | 15,670 | $469.2K | 0.23% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 15,672 | $469.2K | 0.03% | −765−4.7% | Reduced |
| Verus Capital Partners, LLC | 15,692 | $469.8K | 0.07% | +15,692 | New |
| Evercore Wealth Management, LLC | 15,782 | $472.5K | 0.01% | +863+5.8% | Added |
| Smith, Salley & Associates | 15,803 | $473.1K | 0.04% | −122−0.8% | Reduced |
| Nexus Investment Management ULC | 15,840 | $474.3K | 0.05% | 00.0% | Unchanged |
| Davis R M Inc | 15,987 | $479.0K | 0.01% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 16,020 | $479.6K | 0.17% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 16,075 | $481.3K | 0.30% | +50.0% | Added |
| Alpha Omega Wealth Management LLC | 16,098 | $482.0K | 0.08% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 16,100 | $482.0K | 0.47% | 00.0% | Unchanged |
| Partners in Financial Planning | 16,116 | $482.5K | 0.13% | −936−5.5% | Reduced |
| Indiana Trust & Investment Management CO | 16,125 | $482.8K | 0.26% | −49−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 16,197 | $484.9K | 0.09% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 16,209 | $485.3K | 0.04% | −6,975−30.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 16,296 | $487.9K | 0.06% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 16,394 | $490.8K | 0.15% | 00.0% | Unchanged |
| Horan Securities, Inc. | 16,404 | $491.1K | 0.25% | −2,064−11.2% | Reduced |