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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 16,442 | $492.0K | 0.03% | +369+2.3% | Added |
| Tradewinds, LLC. | 16,428 | $491.9K | 0.30% | +16,428 | New |
| Horan Securities, Inc. | 16,404 | $491.1K | 0.25% | −2,064−11.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 16,394 | $490.8K | 0.15% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 16,296 | $487.9K | 0.06% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 16,209 | $485.3K | 0.04% | −6,975−30.1% | Reduced |
| Moloney Securities Asset Management, LLC | 16,197 | $484.9K | 0.09% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 16,125 | $482.8K | 0.26% | −49−0.3% | Reduced |
| Partners in Financial Planning | 16,116 | $482.5K | 0.13% | −936−5.5% | Reduced |
| Basso Capital Management, L.P. | 16,100 | $482.0K | 0.47% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 16,098 | $482.0K | 0.08% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 16,075 | $481.3K | 0.30% | +50.0% | Added |
| Waypoint Wealth Partners Inc. | 16,020 | $479.6K | 0.17% | 00.0% | Unchanged |
| Davis R M Inc | 15,987 | $479.0K | 0.01% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 15,840 | $474.3K | 0.05% | 00.0% | Unchanged |
| Smith, Salley & Associates | 15,803 | $473.1K | 0.04% | −122−0.8% | Reduced |
| Evercore Wealth Management, LLC | 15,782 | $472.5K | 0.01% | +863+5.8% | Added |
| Verus Capital Partners, LLC | 15,692 | $469.8K | 0.07% | +15,692 | New |
| Integrated Advisors Network LLC | 15,672 | $469.2K | 0.03% | −765−4.7% | Reduced |
| Platform Technology Partners | 15,670 | $469.2K | 0.23% | 00.0% | Unchanged |
| Garda Capital Partners LP | 15,617 | $467.6K | 0.41% | −16,715−51.7% | Reduced |
| JGP Wealth Management, LLC | 15,555 | $465.7K | 0.08% | +36+0.2% | Added |
| Financial Architects, Inc | 15,458 | $462.8K | 0.07% | −65−0.4% | Reduced |
| Everett Harris & Co | 15,458 | $462.8K | 0.01% | +282+1.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,421 | $461.7K | 0.02% | +717+4.9% | Added |
| Vestmark Advisory Solutions, Inc. | 15,415 | $461.5K | 0.02% | +3,708+31.7% | Added |
| Corton Capital Inc. | 15,411 | $461.4K | 0.32% | +15,411 | New |
| Burke & Herbert Bank & Trust Co | 15,398 | $461.0K | 0.34% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 15,397 | $461.0K | 0.18% | +57+0.4% | Added |
| FRG Family Wealth Advisors LLC | 15,360 | $459.9K | 0.11% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 15,329 | $458.9K | 0.05% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 15,300 | $458.0K | 0.34% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,262 | $457.0K | 0.02% | +1,077+7.6% | Added |
| CFM Wealth Partners LLC | 15,195 | $454.9K | 0.13% | +150+1.0% | Added |
| Capstone Investment Advisors, LLC | 15,165 | $454.0K | 0.01% | −108,234−87.7% | Reduced |
| Successful Portfolios LLC | 15,162 | $453.9K | 0.29% | −600−3.8% | Reduced |
| Wintrust Investments LLC | 15,142 | $453.0K | 0.06% | −471−3.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,086 | $451.7K | 0.04% | +85+0.6% | Added |
| Blueshift Asset Management, LLC | 14,966 | $448.1K | 0.19% | +14,966 | New |
| Financial Consulate, Inc | 14,961 | $447.9K | 0.16% | −1,046−6.5% | Reduced |
| Viawealth, LLC | 14,924 | $446.8K | 0.35% | 00.0% | Unchanged |
| 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 |
| Prana Capital Management, LP | 14,872 | $445.3K | 0.04% | +14,872 | New |
| Bangor Savings Bank | 14,836 | $444.2K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 14,787 | $443.0K | 0.18% | +540+3.8% | Added |
| Stonnington Group, LLC | 14,535 | $442.2K | 0.12% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 14,752 | $441.7K | 0.10% | −22−0.1% | Reduced |
| Shorepoint Capital Partners LLC | 14,730 | $441.0K | 0.13% | −1,420−8.8% | Reduced |
| Meritas Wealth Management, LLC | 14,715 | $440.6K | 0.35% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 14,701 | $440.1K | 0.15% | +12+0.1% | Added |
| NBT Bank N A | 14,677 | $439.4K | 0.06% | 00.0% | Unchanged |
| Unigestion Holding SA | 14,664 | $432.6K | 0.02% | +14,664 | New |
| FC Advisory LLC | 14,400 | $431.1K | 0.19% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14,393 | $430.9K | 0.06% | −247−1.7% | Reduced |
| Colonial Trust Advisors | 14,280 | $427.5K | 0.05% | +63+0.4% | Added |
| Pathway Financial Advisers, LLC | 14,241 | $426.3K | 0.17% | −130−0.9% | Reduced |
| Becker Capital Management Inc | 14,221 | $425.8K | 0.02% | −3,665−20.5% | Reduced |
| 1st Source Bank | 14,192 | $424.9K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14,113 | $422.5K | 0.03% | −545−3.7% | Reduced |
| Collective Family Office LLC | 14,092 | $421.9K | 0.17% | −122−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,061 | $421.0K | 0.00% | +14,061 | New |
| Marathon Capital Management | 14,048 | $420.6K | 0.10% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 13,986 | $419.0K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,966 | $418.1K | 0.01% | −3,724−21.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,952 | $417.7K | 0.10% | +212+1.5% | Added |
| Northwest Bancshares, Inc. | 13,951 | $417.7K | 0.08% | −1,150−7.6% | Reduced |
| We Are One Seven, LLC | 13,924 | $416.9K | 0.03% | +6,313+82.9% | Added |
| Estabrook Capital Management | 13,875 | $415.4K | 0.07% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 13,844 | $414.5K | 0.18% | +25+0.2% | Added |
| CWM Advisors, LLC | 13,841 | $414.4K | 0.05% | +1,408+11.3% | Added |
| Calton & Associates, Inc. | 13,838 | $414.3K | 0.19% | −92−0.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,800 | $413.2K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 13,794 | $413.0K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 13,741 | $411.4K | 0.02% | +2,712+24.6% | Added |
| IFG Advisory, LLC | 13,714 | $410.6K | 0.04% | +1,009+7.9% | Added |
| Astoria Portfolio Advisors LLC. | 13,875 | $409.4K | 0.17% | +4,447+47.2% | Added |
| 180 Wealth Advisors, LLC | 13,675 | $409.4K | 0.10% | −209−1.5% | Reduced |
| Bridgewater Advisors Inc. | 13,653 | $408.8K | 0.09% | −30−0.2% | Reduced |
| Money Concepts Capital Corp | 13,646 | $408.6K | 0.02% | −16,488−54.7% | Reduced |
| Level Four Advisory Services, LLC | 13,625 | $407.9K | 0.03% | −10,130−42.6% | Reduced |
| First National Trust Co | 13,465 | $403.1K | 0.02% | −937−6.5% | Reduced |
| Gables Capital Management Inc. | 13,450 | $402.7K | 0.28% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 13,439 | $402.4K | 0.05% | −3,329−19.9% | Reduced |
| Holderness Investments Co | 13,372 | $400.4K | 0.16% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 13,302 | $398.3K | 0.01% | −209−1.5% | Reduced |
| Trustmark National Bank Trust Department | 13,275 | $397.5K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,256 | $396.9K | 0.03% | +23+0.2% | Added |
| Cutter & CO Brokerage, Inc. | 13,221 | $395.9K | 0.12% | +40.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 13,208 | $395.4K | 0.06% | +2,649+25.1% | Added |
| Mission Wealth Management, LP | 13,206 | $395.4K | 0.02% | +69+0.5% | Added |
| McLean Asset Management Corp | 13,186 | $394.8K | 0.16% | −260−1.9% | Reduced |
| Oliver Luxxe Assets LLC | 13,080 | $391.6K | 0.10% | −500−3.7% | Reduced |
| RCS Financial Planning, LLC | 13,060 | $391.0K | 0.35% | +16+0.1% | Added |
| OneAscent Wealth Management LLC | 13,048 | $391.0K | 0.15% | −2,188−14.4% | Reduced |
| Holistic Financial Partners | 13,042 | $390.5K | 0.31% | +928+7.7% | Added |
| V-Square Quantitative Management LLC | 13,016 | $389.7K | 0.36% | +13,016 | New |
| Baker Tilly Wealth Management, LLC | 12,970 | $388.3K | 0.04% | −488−3.6% | Reduced |
| Bank of Hawaii | 12,828 | $384.1K | 0.02% | −180−1.4% | Reduced |
| Advisors Asset Management, Inc. | 12,820 | $383.8K | 0.01% | −2,694−17.4% | Reduced |