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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 8,004 | $239.6K | 0.09% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 7,992 | $239.3K | 0.07% | +108+1.4% | Added |
| Crescent Grove Advisors, LLC | 7,951 | $238.1K | 0.03% | −3,465−30.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,950 | $238.0K | 0.12% | +750+10.4% | Added |
| Bridgeworth, LLC | 7,941 | $237.8K | 0.03% | 00.0% | Unchanged |
| Day & Ennis, LLC | 7,932 | $237.5K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,927 | $237.3K | 0.03% | −210−2.6% | Reduced |
| Resonant Capital Advisors, LLC | 7,914 | $236.9K | 0.03% | +7,914 | New |
| New Capital Management LP | 7,884 | $236.1K | 0.09% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 7,875 | $235.8K | 0.08% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,855 | $235.2K | 0.07% | +945+13.7% | Added |
| CoreFirst Bank & Trust | 7,836 | $234.6K | 0.17% | 00.0% | Unchanged |
| Broderick Brian C | 7,800 | $233.5K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 7,800 | $233.5K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 7,783 | $233.0K | 0.05% | +7,783 | New |
| Smith, Moore & Co. | 7,730 | $231.4K | 0.03% | +250+3.3% | Added |
| Southland Equity Partners LLC | 7,677 | $229.9K | 0.09% | +20.0% | Added |
| Compass Financial Group, INC | 7,646 | $228.9K | 0.07% | +46+0.6% | Added |
| Thomasville National Bank | 7,630 | $228.4K | 0.02% | +166+2.2% | Added |
| Legacy Financial Group, Inc. | 7,625 | $228.3K | 0.13% | 00.0% | Unchanged |
| Capital Square, LLC | 7,600 | $228.2K | 0.21% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,606 | $228.0K | 0.01% | −250−3.2% | Reduced |
| 44 Wealth Management LLC | 7,583 | $227.0K | 0.08% | −79−1.0% | Reduced |
| Auxier Asset Management | 7,566 | $226.5K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,561 | $226.4K | 0.03% | +189+2.6% | Added |
| PDS Planning, Inc | 7,549 | $226.0K | 0.03% | +7,549 | New |
| Cozad Asset Management Inc | 7,509 | $224.8K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,500 | $224.6K | 0.05% | −1,100−12.8% | Reduced |
| Meridian Wealth Advisors, LLC | 7,500 | $224.6K | 0.06% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $224.6K | 0.24% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 7,500 | $224.6K | 0.13% | +700+10.3% | Added |
| Wela Strategies, Inc. | 7,494 | $224.4K | 0.12% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,468 | $223.6K | 0.05% | −99−1.3% | Reduced |
| Spreng Capital Management, Inc. | 7,456 | $223.2K | 0.19% | −450−5.7% | Reduced |
| NorthRock Partners, LLC | 7,448 | $223.0K | 0.02% | +711+10.6% | Added |
| Front Row Advisors LLC | 7,458 | $223.0K | 0.11% | −6−0.1% | Reduced |
| American Trust | 7,434 | $222.6K | 0.02% | +7,434 | New |
| BSW Wealth Partners | 7,422 | $222.2K | 0.05% | +126+1.7% | Added |
| Carderock Capital Management Inc | 7,400 | $221.6K | 0.08% | −600−7.5% | Reduced |
| Harvest Fund Management Co., Ltd | 7,371 | $221.0K | 0.05% | +2,449+49.8% | Added |
| Middleton & Co Inc | 7,375 | $220.8K | 0.03% | −250−3.3% | Reduced |
| Heritage Trust Co | 7,368 | $220.6K | 0.03% | −49−0.7% | Reduced |
| Ridgewood Investments LLC | 7,359 | $220.3K | 0.13% | +8+0.1% | Added |
| Cornerstone Wealth Management, LLC | 7,358 | $220.3K | 0.02% | +7,358 | New |
| Gsa Capital Partners LLP | 7,361 | $220.0K | 0.02% | −5,174−41.3% | Reduced |
| Graypoint LLC | 7,324 | $219.3K | 0.02% | −797−9.8% | Reduced |
| V Wealth Advisors LLC | 7,316 | $219.1K | 0.04% | −226−3.0% | Reduced |
| Zions Bancorporation, N.A. | 7,297 | $218.5K | 0.02% | −8,948−55.1% | Reduced |
| HCR Wealth Advisors | 7,284 | $218.1K | 0.04% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7,450 | $218.0K | 0.09% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 7,279 | $217.9K | 0.17% | −133−1.8% | Reduced |
| West Wealth Group, LLC | 7,274 | $217.8K | 0.10% | +28+0.4% | Added |
| Boothbay Fund Management, LLC | 7,222 | $216.2K | 0.01% | −20,433−73.9% | Reduced |
| Rock Point Advisors, LLC | 7,200 | $216.0K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 7,200 | $216.0K | 0.03% | +7,200 | New |
| Papp L Roy & Associates | 7,200 | $215.6K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $215.6K | 0.05% | +7,200 | New |
| Clear Creek Financial Management, LLC | 7,186 | $215.1K | 0.04% | +77+1.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 7,174 | $214.8K | 0.14% | −12−0.2% | Reduced |
| TFG Advisers LLC | 7,155 | $214.2K | 0.10% | −304−4.1% | Reduced |
| Bray Capital Advisors | 7,155 | $214.2K | 0.06% | 00.0% | Unchanged |
| White Pine Capital LLC | 7,142 | $213.8K | 0.08% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 7,138 | $213.7K | 0.07% | +296+4.3% | Added |
| L2 Asset Management, LLC | 7,126 | $213.4K | 0.13% | +7,126 | New |
| Oxford Financial Group Ltd | 7,117 | $213.1K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 7,111 | $212.9K | 0.04% | +117+1.7% | Added |
| Aspiriant, LLC | 7,092 | $212.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,052 | $212.0K | 0.17% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,073 | $211.8K | 0.03% | +10.0% | Added |
| Kendall Capital Management | 7,044 | $211.0K | 0.10% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,033 | $210.6K | 0.05% | +301+4.5% | Added |
| ArrowMark Colorado Holdings LLC | 7,020 | $210.2K | 0.00% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 7,008 | $209.8K | 0.12% | −368−5.0% | Reduced |
| SNS Financial Group, LLC | 6,993 | $209.4K | 0.03% | −31−0.4% | Reduced |
| Lowell Blake & Associates Inc. | 6,981 | $209.0K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,954 | $208.2K | 0.03% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 6,955 | $208.0K | 0.14% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,900 | $207.0K | 0.14% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,911 | $207.0K | 0.02% | +6,911 | New |
| Defender Capital, LLC. | 6,910 | $206.9K | 0.07% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,888 | $206.2K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 6,887 | $206.2K | 0.05% | −135−1.9% | Reduced |
| Tandem Investment Advisors, Inc. | 6,881 | $206.0K | 0.01% | −1,139−14.2% | Reduced |
| BDO Wealth Advisors, LLC | 6,876 | $205.9K | 0.03% | −801−10.4% | Reduced |
| Smith Anglin Financial, LLC | 6,861 | $205.4K | 0.03% | +350+5.4% | Added |
| GPS Wealth Strategies Group, LLC | 6,859 | $205.4K | 0.04% | +6,859 | New |
| Kovack Advisors, Inc. | 6,850 | $205.1K | 0.03% | −1,259−15.5% | Reduced |
| Old Second National Bank of Aurora | 6,850 | $205.1K | 0.06% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,846 | $205.0K | 0.01% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,825 | $204.3K | 0.06% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,791 | $203.3K | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,781 | $203.0K | 0.01% | +6,781 | New |
| Summit Financial, LLC | 6,773 | $202.8K | 0.02% | +6,773 | New |
| J. W. Coons Advisors, LLC | 6,750 | $202.1K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 6,708 | $200.8K | 0.06% | −218−3.1% | Reduced |
| Harbour Investments, Inc. | 6,587 | $197.2K | 0.01% | +1,082+19.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 5,611 | $190.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 6,320 | $189.2K | 0.18% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,282 | $188.1K | 0.02% | +6,282 | New |
| Larson Financial Group LLC | 6,122 | $183.3K | 0.02% | +300+5.2% | Added |