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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 12,763 | $382.1K | 0.04% | +42+0.3% | Added |
| Bigelow Investment Advisors, LLC | 12,754 | $381.9K | 0.22% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12,705 | $380.4K | 0.08% | −2,109−14.2% | Reduced |
| Soltis Investment Advisors LLC | 12,691 | $380.0K | 0.05% | −22−0.2% | Reduced |
| Armstrong Advisory Group, Inc | 12,627 | $378.1K | 0.04% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $377.2K | 0.12% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 12,504 | $374.4K | 0.46% | +12,504 | New |
| Black Diamond Financial, LLC | 12,433 | $372.2K | 0.12% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 12,390 | $371.0K | 0.18% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 12,391 | $371.0K | 0.04% | −1,629−11.6% | Reduced |
| Altshuler Shaham Ltd | 12,382 | $370.7K | 0.01% | −1,716−12.2% | Reduced |
| Ameritas Advisory Services, LLC | 12,069 | $370.2K | 0.02% | +76+0.6% | Added |
| Imprint Wealth LLC | 12,318 | $368.8K | 0.24% | +12,318 | New |
| Financial Network Wealth Management LLC | 12,300 | $368.3K | 0.18% | 00.0% | Unchanged |
| Alpha Family Trust | 12,270 | $367.4K | 0.29% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 11,532 | $366.6K | 0.08% | −2,720−19.1% | Reduced |
| Meridian Wealth Management, LLC | 12,243 | $366.6K | 0.03% | −457−3.6% | Reduced |
| Formidable Asset Management, LLC | 12,235 | $366.0K | 0.08% | 00.0% | Unchanged |
| First Interstate Bank | 12,181 | $364.7K | 0.03% | 00.0% | Unchanged |
| Perpetual Ltd | 12,165 | $364.2K | 0.00% | +12,165 | New |
| Strategic Equity Management | 12,141 | $363.5K | 0.13% | +12,141 | New |
| Fagan Associates, Inc. | 12,131 | $363.2K | 0.09% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 12,128 | $363.1K | 0.00% | +159+1.3% | Added |
| Epoch Investment Partners, Inc. | 12,103 | $362.4K | 0.00% | +10.0% | Added |
| Joel Isaacson & Co., LLC | 12,068 | $361.3K | 0.03% | −579−4.6% | Reduced |
| First Capital Advisors Group, LLC. | 12,058 | $361.0K | 0.23% | −263−2.1% | Reduced |
| CWA Asset Management Group, LLC | 12,035 | $360.3K | 0.03% | +758+6.7% | Added |
| Petrus Trust Company, LTA | 12,030 | $360.2K | 0.04% | +12,030 | New |
| Souders Financial Advisors | 12,026 | $360.1K | 0.08% | −20−0.2% | Reduced |
| KCS Wealth Advisory | 11,993 | $359.1K | 0.14% | −153−1.3% | Reduced |
| Harbor Group, Inc. | 11,894 | $356.1K | 0.21% | +11+0.1% | Added |
| Latitude Advisors, LLC | 11,874 | $355.5K | 0.26% | −236−1.9% | Reduced |
| Desjardins Global Asset Management Inc. | 11,873 | $355.0K | 0.04% | +11,873 | New |
| Csenge Advisory Group | 11,825 | $354.0K | 0.03% | +2,400+25.5% | Added |
| SRB Corp | 11,824 | $354.0K | 0.02% | +11,824 | New |
| Girard Partners Ltd. | 11,812 | $353.7K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,811 | $353.6K | 0.05% | +188+1.6% | Added |
| Resources Management Corp | 6,043 | $352.0K | 0.07% | −20,172−76.9% | Reduced |
| Financial Advocates Investment Management | 11,751 | $351.8K | 0.03% | +4,303+57.8% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $351.8K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,700 | $350.0K | 0.23% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,671 | $349.5K | 0.11% | +43+0.4% | Added |
| True Capital Management | 11,646 | $348.7K | 0.24% | +759+7.0% | Added |
| Westmount Partners, LLC | 11,642 | $348.6K | 0.16% | +650+5.9% | Added |
| Sherbrooke Park Advisers LLC | 11,600 | $347.3K | 0.53% | +11,600 | New |
| Strategic Financial Services, Inc, | 11,591 | $347.0K | 0.03% | −25−0.2% | Reduced |
| WNY Asset Management, LLC | 11,556 | $346.0K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,520 | $344.9K | 0.13% | 00.0% | Unchanged |
| Central Trust Co | 11,509 | $344.6K | 0.01% | −1,935−14.4% | Reduced |
| Confluence Wealth Services, Inc. | 11,506 | $344.5K | 0.08% | −1,895−14.1% | Reduced |
| Belpointe Asset Management LLC | 11,468 | $343.3K | 0.02% | +1,161+11.3% | Added |
| Paragon Wealth Strategies, LLC | 11,464 | $343.2K | 0.21% | −4,378−27.6% | Reduced |
| Investment Management of Virginia LLC | 11,406 | $341.5K | 0.06% | 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 |
| JNBA Financial Advisors | 11,350 | $339.8K | 0.04% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $339.8K | 0.14% | 00.0% | Unchanged |
| Tufton Capital Management | 11,340 | $339.5K | 0.07% | +2,640+30.3% | Added |
| Global Retirement Partners, LLC | 10,975 | $339.4K | 0.02% | +3,122+39.8% | Added |
| Acute Investment Advisory, LLC | 11,337 | $339.4K | 0.22% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,292 | $338.1K | 0.01% | −1,803−13.8% | Reduced |
| Financial Advisors, LLC | 11,289 | $338.0K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $337.9K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,284 | $337.8K | 0.07% | −500−4.2% | Reduced |
| TriaGen Wealth Management LLC | 11,224 | $336.0K | 0.17% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 11,200 | $335.3K | 0.17% | 00.0% | Unchanged |
| Connors Investor Services Inc | 11,185 | $335.0K | 0.04% | +300+2.8% | Added |
| Empirical Asset Management, LLC | 11,162 | $334.2K | 0.32% | +11,162 | New |
| 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 |
| Horizon Investments, LLC | 11,077 | $331.6K | 0.01% | −9,548−46.3% | Reduced |
| J.W. Cole Advisors, Inc. | 11,057 | $331.1K | 0.02% | −575−4.9% | Reduced |
| ELCO Management Co., LLC | 11,055 | $331.0K | 0.24% | +11,055 | New |
| Merit Financial Group, LLC | 11,037 | $330.5K | 0.01% | +2,351+27.1% | Added |
| Hendley & Co Inc | 11,025 | $330.0K | 0.15% | 00.0% | Unchanged |
| Lake Street Financial LLC | 10,964 | $328.3K | 0.06% | +490+4.7% | Added |
| KCM Investment Advisors LLC | 10,924 | $327.1K | 0.01% | −1,028−8.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,889 | $326.0K | 0.12% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $326.0K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,866 | $325.3K | 0.02% | +113+1.1% | Added |
| Schechter Investment Advisors, LLC | 10,847 | $324.8K | 0.03% | +660+6.5% | Added |
| Founders Financial Alliance, LLC | 10,787 | $324.3K | 0.16% | −1,778−14.2% | Reduced |
| Financial Strategies Group, Inc. | 10,800 | $323.4K | 0.12% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,790 | $323.1K | 0.05% | +397+3.8% | Added |
| United Bank | 10,785 | $322.9K | 0.04% | −30−0.3% | Reduced |
| Regal Investment Advisors LLC | 10,777 | $322.7K | 0.03% | −273−2.5% | Reduced |
| West Branch Capital LLC | 10,735 | $321.4K | 0.18% | +34+0.3% | Added |
| Comerica Securities,inc. | 10,725 | $321.1K | 0.02% | +1,511+16.4% | Added |
| Sound Income Strategies, LLC | 10,713 | $320.8K | 0.03% | −237−2.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 10,700 | $320.4K | 0.20% | 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 |
| Choate Investment Advisors | 10,673 | $319.6K | 0.02% | 00.0% | Unchanged |
| 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 |
| Empowered Funds, LLC | 10,622 | $318.0K | 0.02% | +3,606+51.4% | Added |
| Gradient Investments LLC | 10,615 | $317.8K | 0.01% | −600−5.3% | Reduced |
| Tilt Investment Management Holdings, PBC | 11,050 | $317.7K | 0.23% | +1,424+14.8% | Added |
| Goelzer Investment Management, Inc. | 10,523 | $315.1K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 10,500 | $314.4K | 0.06% | −479−4.4% | Reduced |