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 |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 10,368 | $310.4K | 0.12% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10,353 | $310.0K | 0.14% | +39+0.4% | Added |
| Chicago Partners Investment Group LLC | 9,806 | $307.7K | 0.02% | −535−5.2% | Reduced |
| David Loasby | 10,188 | $305.8K | 0.04% | +47+0.5% | Added |
| Tiemann Investment Advisors, LLC | 10,210 | $305.7K | 0.17% | −250−2.4% | Reduced |
| Pavion Blue Capital, LLC | 10,146 | $303.8K | 0.19% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,091 | $302.1K | 0.00% | −740,895−98.7% | Reduced |
| HHM Wealth Advisors, LLC | 10,026 | $300.2K | 0.06% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 10,016 | $299.9K | 0.05% | +10,016 | New |
| Quintet Private Bank (Europe) S.A. | 10,159 | $299.7K | 0.02% | +10,159 | New |
| Summit Trail Advisors, LLC | 9,999 | $299.4K | 0.01% | −382−3.7% | Reduced |
| Glen Eagle Advisors, LLC | 9,998 | $299.3K | 0.08% | +50+0.5% | Added |
| Abn Amro Investment Solutions | 9,948 | $297.8K | 0.01% | +9,948 | New |
| YHB Investment Advisors, Inc. | 9,923 | $297.1K | 0.03% | −731−6.9% | Reduced |
| Fidelis Capital Partners, LLC | 9,297 | $296.2K | 0.13% | +9,297 | New |
| Curran Financial Partners, LLC | 9,890 | $296.1K | 0.14% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 9,848 | $294.8K | 0.04% | −345−3.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9,840 | $294.6K | 0.17% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 9,819 | $294.0K | 0.03% | 00.0% | Unchanged |
| Power Corp of Canada | 10,404 | $293.9K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 9,775 | $293.0K | 0.12% | −3,136−24.3% | Reduced |
| Valley National Advisers Inc | 9,325 | $293.0K | 0.05% | +4,145+80.0% | Added |
| Renaissance Investment Group LLC | 9,750 | $291.9K | 0.08% | 00.0% | Unchanged |
| Forte Capital LLC | 9,714 | $290.8K | 0.04% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 9,668 | $289.5K | 0.12% | +9,668 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,800 | $289.1K | 0.08% | −153−1.5% | Reduced |
| Centaurus Financial, Inc. | 9,650 | $289.0K | 0.02% | −3,339−25.7% | Reduced |
| Norway Savings Bank | 9,650 | $288.9K | 0.15% | −70−0.7% | Reduced |
| Pearl River Capital, LLC | 9,634 | $288.4K | 0.05% | −11,454−54.3% | Reduced |
| Prestige Wealth Management Group LLC | 9,589 | $287.1K | 0.07% | +1,322+16.0% | Added |
| Oak Hill Wealth Advisors, LLC | 9,575 | $286.7K | 0.11% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 9,551 | $286.0K | 0.28% | +551+6.1% | Added |
| Evermay Wealth Management LLC | 9,534 | $285.4K | 0.06% | −429−4.3% | Reduced |
| Interchange Capital Partners, LLC | 9,529 | $285.3K | 0.16% | +1,358+16.6% | Added |
| Excalibur Management Corp | 9,386 | $281.0K | 0.15% | −3,685−28.2% | Reduced |
| Stokes Family Office, LLC | 9,383 | $280.9K | 0.03% | +300+3.3% | Added |
| Allstate Corp | 9,362 | $280.3K | 0.02% | −69,416−88.1% | Reduced |
| Chronos Wealth Management, LLC | 9,350 | $279.9K | 0.21% | +9,350 | New |
| RB Capital Management, LLC | 9,341 | $279.7K | 0.09% | −12,120−56.5% | Reduced |
| Ironwood Investment Counsel, LLC | 9,326 | $279.2K | 0.07% | +9,326 | New |
| Sittner & Nelson, LLC | 9,310 | $278.8K | 0.16% | +13+0.1% | Added |
| Castle Wealth Management LLC | 9,266 | $277.4K | 0.21% | −2,297−19.9% | Reduced |
| Wealth Effects LLC | 9,246 | $276.8K | 0.14% | −600−6.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 9,223 | $276.2K | 0.07% | +30.0% | Added |
| Wedmont Private Capital | 9,202 | $276.0K | 0.04% | −1,035−10.1% | Reduced |
| Signet Financial Management, LLC | 9,197 | $275.4K | 0.05% | −221−2.3% | Reduced |
| LexAurum Advisors, LLC | 9,178 | $274.8K | 0.09% | +106+1.2% | Added |
| Sage Private Wealth Group, LLC | 9,120 | $273.1K | 0.31% | 00.0% | Unchanged |
| Farmers National Bank | 9,118 | $273.0K | 0.10% | −100−1.1% | Reduced |
| Riverwater Partners LLC | 9,100 | $272.5K | 0.25% | +9,100 | New |
| Credential Qtrade Securities Inc. | 9,082 | $271.9K | 0.02% | +9,082 | New |
| Berkshire Asset Management LLC | 9,069 | $271.5K | 0.02% | +9,069 | New |
| Covenant Partners, LLC | 9,043 | $270.7K | 0.10% | −2,414−21.1% | Reduced |
| Greylin Investment Mangement Inc | 9,030 | $270.4K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,013 | $270.0K | 0.01% | +2,218+32.6% | Added |
| Leonteq Securities AG | 9,014 | $269.9K | 0.02% | +476+5.6% | Added |
| Sciencast Management LP | 8,504 | $269.6K | 0.36% | +8,504 | New |
| Montag A & Associates Inc | 9,000 | $269.5K | 0.02% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 9,000 | $269.5K | 0.00% | +9,000 | New |
| Drive Wealth Management, LLC | 8,994 | $269.3K | 0.11% | +327+3.8% | Added |
| Bassett Hargrove Investment Counsel, LLC | 9,000 | $269.0K | 0.47% | −3,000−25.0% | Reduced |
| IFG Advisors, LLC | 8,976 | $268.8K | 0.11% | 00.0% | Unchanged |
| NinePointTwo Capital | 8,979 | $268.0K | 0.10% | +8,979 | New |
| Waldron Private Wealth LLC | 8,922 | $267.1K | 0.01% | +8,922 | New |
| Thompson Siegel & Walmsley LLC | 8,913 | $267.0K | 0.00% | −50−0.6% | Reduced |
| Klingman & Associates, LLC | 8,886 | $266.0K | 0.02% | −24−0.3% | Reduced |
| Eagle Asset Management Inc | 8,892 | $266.0K | 0.00% | +8,892 | New |
| Glassman Wealth Services | 8,852 | $265.0K | 0.05% | +59+0.7% | Added |
| Empower Advisory Group, LLC | 8,870 | $264.8K | 0.00% | +8,870 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,797 | $263.4K | 0.04% | +699+8.6% | Added |
| Mattern Wealth Management LLC | 8,784 | $263.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 8,723 | $261.2K | 0.08% | −147−1.7% | Reduced |
| Allred Capital Management, LLC | 8,679 | $259.9K | 0.14% | −323−3.6% | Reduced |
| PFG Investments, LLC | 8,655 | $259.1K | 0.05% | +8,655 | New |
| Stelac Advisory Services LLC | 8,651 | $259.0K | 0.11% | 00.0% | Unchanged |
| Dakota Wealth Management | 8,630 | $258.4K | 0.02% | −81−0.9% | Reduced |
| Berger Financial Group, Inc | 8,575 | $256.7K | 0.03% | −342−3.8% | Reduced |
| Concord Wealth Partners | 8,554 | $256.1K | 0.07% | −1,474−14.7% | Reduced |
| Douglas Lane & Associates, LLC | 8,549 | $256.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,544 | $255.7K | 0.01% | −124−1.4% | Reduced |
| Lakeview Capital Partners, LLC | 8,026 | $255.2K | 0.08% | −1,628−16.9% | Reduced |
| Bullseye Investment Management, LLC | 8,521 | $255.1K | 0.19% | +8,521 | New |
| Live Oak Private Wealth LLC | 8,510 | $254.8K | 0.05% | −104−1.2% | Reduced |
| Norris Perne & French LLP | 8,486 | $254.1K | 0.02% | −1,461−14.7% | Reduced |
| Caldwell Trust Co | 8,466 | $253.5K | 0.04% | −1,287−13.2% | Reduced |
| Northwest Investment Counselors, LLC | 8,463 | $253.4K | 0.07% | −256−2.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,893 | $252.7K | 0.04% | +7,893 | New |
| Borer Denton & Associates, Inc. | 8,439 | $252.7K | 0.10% | +39+0.5% | Added |
| Evergreen Capital Management LLC | 8,438 | $252.6K | 0.01% | +8,438 | New |
| Roberts Glore & Co Inc | 8,381 | $250.9K | 0.08% | +8,381 | New |
| BNC Wealth Management, LLC | 8,343 | $249.8K | 0.14% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 8,315 | $249.0K | 0.11% | +8,315 | New |
| First Command Bank | 8,251 | $247.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 8,251 | $247.0K | 0.03% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 8,244 | $246.8K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 8,230 | $246.4K | 0.03% | +8,230 | New |
| Rosenberg Matthew Hamilton | 8,184 | $245.0K | 0.08% | −77−0.9% | Reduced |
| Johnson Midwest Financial, LLC | 8,140 | $243.7K | 0.35% | +20+0.2% | Added |
| CIC Wealth, LLC | 8,088 | $242.2K | 0.09% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 8,058 | $241.0K | 0.22% | 00.0% | Unchanged |