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 |
|---|---|---|---|---|---|
| Tradewinds, LLC. | 16,428 | $491.9K | 0.30% | +16,428 | New |
| Lake Street Advisors Group, LLC | 16,442 | $492.0K | 0.03% | +369+2.3% | Added |
| First Commonwealth Financial Corp | 16,551 | $495.5K | 0.18% | −216−1.3% | Reduced |
| Mystic Asset Management, Inc. | 16,633 | $498.0K | 0.27% | −235−1.4% | Reduced |
| Asset Dedication, LLC | 16,768 | $502.0K | 0.05% | −526−3.0% | Reduced |
| Northeast Financial Consultants Inc | 16,943 | $507.3K | 0.03% | 00.0% | Unchanged |
| NTV Asset Management LLC | 16,963 | $507.9K | 0.09% | +506+3.1% | Added |
| Walker Asset Management, LLC | 17,111 | $512.3K | 0.44% | +10.0% | Added |
| RSM US Wealth Management LLC | 17,136 | $513.0K | 0.02% | +9,659+129.2% | Added |
| GYL Financial Synergies, LLC | 17,147 | $513.4K | 0.06% | +9,201+115.8% | Added |
| Tributary Capital Management, LLC | 17,200 | $515.0K | 0.05% | −200−1.1% | Reduced |
| Ullmann Financial Group, Inc. | 17,223 | $515.7K | 0.12% | +17,223 | New |
| Stonegate Investment Group, LLC | 17,248 | $516.4K | 0.02% | −2,809−14.0% | Reduced |
| Guyasuta Investment Advisors Inc | 17,250 | $516.5K | 0.04% | −473−2.7% | Reduced |
| Investors Asset Management of Georgia Inc | 17,370 | $520.1K | 0.28% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17,393 | $520.7K | 0.09% | +10,408+149.0% | Added |
| High Net Worth Advisory Group LLC | 17,400 | $521.0K | 0.21% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 17,430 | $521.9K | 0.04% | −3,258−15.7% | Reduced |
| Clark Capital Management Group, Inc. | 17,460 | $522.8K | 0.01% | +1,950+12.6% | Added |
| Traphagen Investment Advisors LLC | 17,528 | $524.8K | 0.08% | +9,010+105.8% | Added |
| Rede Wealth, LLC | 17,573 | $526.1K | 0.27% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,627 | $527.8K | 0.14% | +243+1.4% | Added |
| Thomas White International Ltd | 17,639 | $528.1K | 0.11% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 17,728 | $530.8K | 0.02% | −412−2.3% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $530.8K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 17,792 | $532.7K | 0.02% | −69−0.4% | Reduced |
| Prospera Financial Services Inc | 17,816 | $533.8K | 0.02% | +2,386+15.5% | Added |
| Whitener Capital Management, Inc. | 17,872 | $535.1K | 0.22% | +201+1.1% | Added |
| Burt Wealth Advisors | 17,875 | $535.2K | 0.17% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,878 | $535.3K | 0.04% | +40.0% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $538.9K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 18,084 | $545.1K | 0.09% | +18,084 | New |
| Hall Capital Management Co Inc | 18,297 | $547.8K | 0.32% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 18,298 | $547.8K | 0.01% | +8,125+79.9% | Added |
| Boston Trust Walden Corp | 18,350 | $549.4K | 0.00% | −1,692−8.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 18,395 | $550.4K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 18,461 | $552.7K | 0.22% | −57−0.3% | Reduced |
| Duncker Streett & Co Inc | 18,502 | $554.0K | 0.13% | −1,200−6.1% | Reduced |
| Cresset Asset Management, LLC | 18,541 | $555.2K | 0.01% | +18,541 | New |
| Wealthcare Advisory Partners LLC | 18,554 | $555.5K | 0.02% | +184+1.0% | Added |
| Qtron Investments LLC | 18,572 | $556.0K | 0.11% | −4,968−21.1% | Reduced |
| Ledyard National Bank | 18,574 | $556.1K | 0.06% | +11,578+165.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 19,000 | $560.5K | 0.33% | 00.0% | Unchanged |
| Change Path, LLC | 18,818 | $563.0K | 0.03% | −12−0.1% | Reduced |
| Levy Wealth Management Group, LLC | 18,950 | $567.4K | 0.17% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 18,963 | $567.8K | 0.18% | 00.0% | Unchanged |
| Certified Advisory Corp | 18,998 | $568.8K | 0.10% | −350−1.8% | Reduced |
| Garner Asset Management Corp | 19,000 | $569.0K | 0.27% | −100−0.5% | Reduced |
| Royal Fund Management, LLC | 19,028 | $569.7K | 0.09% | −68−0.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 19,038 | $570.0K | 0.09% | +10.0% | Added |
| Bristlecone Advisors, LLC | 19,065 | $570.8K | 0.06% | −31,606−62.4% | Reduced |
| Gryphon Financial Partners LLC | 19,112 | $572.2K | 0.13% | −77−0.4% | Reduced |
| Empire Financial Management Company, LLC | 19,226 | $575.6K | 0.23% | +19,226 | New |
| Mayfair Advisory Group, LLC | 18,905 | $575.8K | 0.62% | 00.0% | Unchanged |
| Sandy Spring Bank | 19,327 | $578.7K | 0.03% | −67−0.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 19,332 | $578.8K | 0.02% | −602−3.0% | Reduced |
| Conning Inc. | 19,379 | $580.2K | 0.02% | −2,553−11.6% | Reduced |
| HBK Sorce Advisory LLC | 19,451 | $582.4K | 0.03% | −8,773−31.1% | Reduced |
| Massmutual Trust Co FSB | 19,481 | $583.3K | 0.02% | +16,608+578.1% | Added |
| Cito Capital Group, LLC | 19,494 | $584.0K | 0.29% | +494+2.6% | Added |
| SlateStone Wealth, LLC | 19,605 | $587.0K | 0.12% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 19,824 | $593.5K | 0.19% | −52−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 19,829 | $593.7K | 0.21% | −122−0.6% | Reduced |
| CAPROCK Group, Inc. | 19,849 | $594.3K | 0.05% | +2,196+12.4% | Added |
| Piscataqua Savings Bank | 19,884 | $595.1K | 0.51% | −3,000−13.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 19,973 | $598.0K | 0.11% | +3,646+22.3% | Added |
| TBH Global Asset Management, LLC | 20,091 | $601.5K | 0.13% | 00.0% | Unchanged |
| RFG Advisory, LLC | 20,141 | $603.0K | 0.03% | −3,202−13.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 20,216 | $605.0K | 0.02% | −1,500−6.9% | Reduced |
| Syverson Strege & Co | 20,257 | $606.5K | 0.26% | 00.0% | Unchanged |
| Hoylecohen, LLC | 20,297 | $607.7K | 0.06% | −708−3.4% | Reduced |
| TD Private Client Wealth LLC | 20,300 | $607.8K | 0.03% | +3,481+20.7% | Added |
| Salem Investment Counselors Inc | 20,530 | $614.7K | 0.02% | −35,550−63.4% | Reduced |
| Clear Harbor Asset Management, LLC | 20,710 | $619.9K | 0.06% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 20,395 | $620.4K | 0.56% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20,737 | $620.9K | 0.10% | +16+0.1% | Added |
| Tocqueville Asset Management L.P. | 20,790 | $622.5K | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 20,862 | $624.6K | 0.20% | 00.0% | Unchanged |
| Courier Capital LLC | 20,907 | $626.0K | 0.07% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 20,978 | $628.1K | 0.54% | +620+3.0% | Added |
| Flagship Harbor Advisors, LLC | 21,069 | $630.8K | 0.06% | +4,522+27.3% | Added |
| Kenfarb & Co. | 21,250 | $636.0K | 0.57% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 21,270 | $636.8K | 0.16% | +220+1.0% | Added |
| M Holdings Securities, Inc. | 21,268 | $637.0K | 0.07% | +623+3.0% | Added |
| Patriot Investment Management Inc. | 21,281 | $637.2K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 21,363 | $639.6K | 0.02% | −1,003−4.5% | Reduced |
| Oakworth Capital, Inc. | 21,428 | $641.6K | 0.06% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 21,447 | $642.1K | 0.08% | +6,000+38.8% | Added |
| Chicago Trust Co NA | 21,463 | $642.6K | 0.16% | +280+1.3% | Added |
| Simmons Bank | 21,527 | $644.5K | 0.06% | −343−1.6% | Reduced |
| Cambridge Trust Co | 21,575 | $646.0K | 0.03% | −362−1.7% | Reduced |
| Lakeside Advisors, INC. | 21,600 | $646.7K | 0.50% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 21,713 | $650.1K | 0.74% | −500−2.3% | Reduced |
| Rehmann Capital Advisory Group | 21,861 | $654.5K | 0.06% | −329−1.5% | Reduced |
| Southeast Asset Advisors Inc. | 21,984 | $658.2K | 0.10% | +450+2.1% | Added |
| Avidian Wealth Solutions, LLC | 22,084 | $661.2K | 0.04% | −1,060−4.6% | Reduced |
| Lynch & Associates | 22,143 | $663.0K | 0.17% | −14,347−39.3% | Reduced |
| Outlook Wealth Advisors, LLC | 22,147 | $663.1K | 0.29% | +22,147 | New |
| Wealthsource Partners, LLC | 22,223 | $665.4K | 0.05% | +179+0.8% | Added |
| Delta Investment Management, LLC | 22,225 | $665.4K | 0.19% | +22,225 | New |