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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 22,287 | $667.0K | 0.05% | −1,755−7.3% | Reduced |
| Welch & Forbes LLC | 22,325 | $668.4K | 0.01% | −775−3.4% | Reduced |
| Washington Trust Bank | 22,332 | $668.6K | 0.07% | −901−3.9% | Reduced |
| Flputnam Investment Management Co | 22,349 | $669.1K | 0.02% | +3,789+20.4% | Added |
| Robertson Stephens Wealth Management, LLC | 22,361 | $669.5K | 0.05% | −592−2.6% | Reduced |
| Davidson Trust Co | 22,398 | $670.6K | 0.52% | +900+4.2% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 22,509 | $673.9K | 0.81% | +2,526+12.6% | Added |
| Argyle Capital Management Inc. | 22,572 | $675.8K | 0.24% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 22,586 | $676.2K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 22,593 | $676.4K | 0.07% | +3,113+16.0% | Added |
| Fragasso Group Inc. | 22,713 | $680.0K | 0.08% | −3,630−13.8% | Reduced |
| PFG Advisors | 22,788 | $682.3K | 0.06% | +714+3.2% | Added |
| Brown Brothers Harriman & Co | 22,797 | $682.5K | 0.01% | +327+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 22,824 | $683.4K | 0.09% | −544−2.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 22,869 | $684.7K | 0.08% | −7,500−24.7% | Reduced |
| Colonial Trust Co | 22,910 | $685.9K | 0.17% | +1,100+5.0% | Added |
| Twin Capital Management Inc | 22,988 | $688.3K | 0.09% | −1,585−6.5% | Reduced |
| Parsec Financial Management, Inc. | 23,178 | $693.9K | 0.03% | −4,257−15.5% | Reduced |
| Snowden Capital Advisors LLC | 23,261 | $696.4K | 0.03% | −2,449−9.5% | Reduced |
| Moneta Group Investment Advisors LLC | 23,361 | $699.4K | 0.02% | +433+1.9% | Added |
| Connecticut Wealth Management, LLC | 23,485 | $703.1K | 0.05% | −810−3.3% | Reduced |
| Peoples Bank | 23,517 | $704.1K | 0.45% | −5,195−18.1% | Reduced |
| WMS Partners, LLC | 23,524 | $704.3K | 0.06% | −1,076−4.4% | Reduced |
| Optas, LLC | 23,545 | $704.9K | 0.25% | +132+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,585 | $706.1K | 0.06% | +4,317+22.4% | Added |
| Rossmore Private Capital | 23,655 | $708.2K | 0.11% | 00.0% | Unchanged |
| Ossiam | 23,665 | $708.5K | 0.01% | −12,264−34.1% | Reduced |
| STF Management LP | 23,781 | $712.0K | 0.48% | +9,795+70.0% | Added |
| South State Corp. | 23,842 | $713.8K | 0.07% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 23,875 | $714.8K | 0.78% | +3,750+18.6% | Added |
| Busey Wealth Management | 23,972 | $717.7K | 0.03% | −12−0.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 24,028 | $719.4K | 0.22% | −1,230−4.9% | Reduced |
| Brookstone Capital Management | 23,659 | $720.4K | 0.01% | +195+0.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24,112 | $721.9K | 0.34% | +37+0.2% | Added |
| KB Financial Partners, LLC | 24,145 | $723.0K | 0.21% | +746+3.2% | Added |
| Diversified Trust Co | 24,159 | $723.3K | 0.03% | −6,415−21.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 24,216 | $725.0K | 0.04% | −460−1.9% | Reduced |
| Wellington Shields Capital Management, LLC | 24,458 | $732.3K | 0.09% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 24,506 | $733.7K | 0.29% | +24,506 | New |
| Apollon Wealth Management, LLC | 24,533 | $734.5K | 0.05% | +1,393+6.0% | Added |
| Perigon Wealth Management, LLC | 24,889 | $745.2K | 0.04% | −489−1.9% | Reduced |
| Cornerstone Advisory, LLC | 24,968 | $747.5K | 0.13% | +115+0.5% | Added |
| Wolverine Asset Management LLC | 25,000 | $748.5K | 0.01% | +10,000+66.7% | Added |
| Aberdeen Wealth Management LLC | 25,100 | $751.5K | 0.56% | −1,000−3.8% | Reduced |
| Abbot Financial Management, Inc. | 25,105 | $751.6K | 0.50% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,151 | $753.0K | 0.09% | −3,000−10.7% | Reduced |
| Fairfield, Bush & Co. | 25,315 | $757.9K | 0.27% | 00.0% | Unchanged |
| Cigna Investments Inc | 25,480 | $762.0K | 0.15% | −582−2.2% | Reduced |
| Pacific Global Investment Management CO | 25,455 | $762.1K | 0.17% | −2,169−7.9% | Reduced |
| RMR Wealth Builders | 25,524 | $764.2K | 0.15% | −75−0.3% | Reduced |
| Everhart Financial Group, Inc. | 25,527 | $764.3K | 0.34% | −348−1.3% | Reduced |
| Intrust Bank NA | 25,552 | $765.0K | 0.10% | −419−1.6% | Reduced |
| Quantum Private Wealth, LLC | 25,656 | $768.1K | 0.42% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 25,836 | $773.5K | 0.17% | +5,916+29.7% | Added |
| Grove Bank & Trust | 25,847 | $773.9K | 0.16% | −7,297−22.0% | Reduced |
| Stratos Wealth Advisors, LLC | 25,873 | $774.7K | 0.06% | −41,501−61.6% | Reduced |
| Boston Financial Mangement LLC | 26,058 | $780.2K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 26,257 | $786.1K | 0.12% | −3,283−11.1% | Reduced |
| Benin Management CORP | 26,300 | $787.4K | 0.30% | 00.0% | Unchanged |
| Valley Brook Capital Group | 26,375 | $789.7K | 0.73% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 26,386 | $790.0K | 0.08% | −760−2.8% | Reduced |
| Cullinan Associates Inc | 26,420 | $791.0K | 0.05% | −1,170−4.2% | Reduced |
| Legacy Capital Group California, Inc. | 26,730 | $800.3K | 0.39% | +26,730 | New |
| Cadinha & Co LLC | 26,851 | $803.9K | 0.22% | −4,755−15.0% | Reduced |
| Quantinno Capital Management LP | 26,936 | $806.0K | 0.05% | −16,313−37.7% | Reduced |
| Fulton Bank, N.A. | 26,924 | $806.1K | 0.04% | +1,073+4.2% | Added |
| Werlinich Asset Management, LLC | 27,000 | $808.4K | 0.71% | 00.0% | Unchanged |
| Philadelphia Trust Co | 27,125 | $812.0K | 0.08% | −100−0.4% | Reduced |
| Navalign, LLC | 27,181 | $813.8K | 0.34% | +440+1.6% | Added |
| Legacy Financial Advisors, Inc. | 27,254 | $816.0K | 0.17% | −193−0.7% | Reduced |
| L.M. Kohn & Company | 27,266 | $816.3K | 0.34% | +1,620+6.3% | Added |
| Lyell Wealth Management, LP | 27,345 | $818.7K | 0.11% | −448−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 27,364 | $819.3K | 0.11% | +247+0.9% | Added |
| Dynamic Advisor Solutions LLC | 27,368 | $819.4K | 0.05% | −11,684−29.9% | Reduced |
| Proequities, Inc. | 27,554 | $825.0K | 0.06% | +5,570+25.3% | Added |
| Virtus ETF Advisers LLC | 27,690 | $829.0K | 0.46% | −363−1.3% | Reduced |
| Morse Asset Management, Inc | 27,730 | $830.0K | 0.28% | −250−0.9% | Reduced |
| First National Advisers, LLC | 27,962 | $837.0K | 0.95% | +852+3.1% | Added |
| Northstar Group, Inc. | 28,095 | $841.2K | 0.22% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 28,168 | $843.4K | 0.10% | −6,770−19.4% | Reduced |
| Advisory Alpha, LLC | 28,231 | $845.2K | 0.05% | +9,699+52.3% | Added |
| Stratos Wealth Partners, LTD. | 28,350 | $848.8K | 0.02% | −2,521−8.2% | Reduced |
| Adirondack Trust Co | 28,390 | $849.7K | 0.43% | +346+1.2% | Added |
| Wright Investors Service Inc | 28,473 | $852.5K | 0.24% | +4,606+19.3% | Added |
| Ronald Blue Trust, Inc. | 27,523 | $853.0K | 0.01% | +1,291+4.9% | Added |
| Jump Financial, LLC | 28,548 | $854.7K | 0.03% | −8,152−22.2% | Reduced |
| Westfield Capital Management Co LP | 28,590 | $856.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 28,728 | $860.1K | 0.02% | +901+3.2% | Added |
| Equitable Holdings, Inc. | 28,735 | $860.3K | 0.01% | −175−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 28,760 | $861.1K | 0.08% | −206−0.7% | Reduced |
| Wendell David Associates Inc | 28,879 | $865.0K | 0.10% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 29,050 | $869.8K | 0.07% | 00.0% | Unchanged |
| Clarius Group, LLC | 29,098 | $871.2K | 0.07% | −1,035−3.4% | Reduced |
| Foundations Investment Advisors, LLC | 29,215 | $874.7K | 0.03% | +540+1.9% | Added |
| Howland Capital Management LLC | 29,257 | $876.0K | 0.05% | +49+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 29,344 | $878.6K | 0.06% | −958−3.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 29,415 | $880.7K | 0.07% | +99+0.3% | Added |
| XML Financial, LLC | 29,475 | $882.5K | 0.11% | +205+0.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 29,477 | $882.5K | 0.47% | −33−0.1% | Reduced |
| Fruth Investment Management | 29,500 | $883.0K | 0.26% | −100−0.3% | Reduced |