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 |
|---|---|---|---|---|---|
| First Personal Financial Services | 5,952 | $178.2K | 0.05% | +300+5.3% | Added |
| Quent Capital, LLC | 5,821 | $174.1K | 0.03% | +454+8.5% | Added |
| Alta Advisers Ltd | 5,800 | $173.7K | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,749 | $172.1K | 0.02% | +765+15.3% | Added |
| Tradition Wealth Management, LLC | 5,734 | $172.0K | 0.02% | +1,814+46.3% | Added |
| CVA Family Office, LLC | 5,630 | $168.6K | 0.04% | −143−2.5% | Reduced |
| Paladin Advisory Group, LLC | 5,595 | $167.5K | 0.14% | +5,595 | New |
| Independence Bank of Kentucky | 5,405 | $161.8K | 0.07% | −150−2.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,399 | $161.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,393 | $161.5K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5,347 | $160.1K | 0.08% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,306 | $158.9K | 0.04% | +356+7.2% | Added |
| Truvestments Capital LLC | 5,235 | $156.7K | 0.08% | +20+0.4% | Added |
| Ten Capital Wealth Advisors, LLC | 5,209 | $156.0K | 0.05% | −932−15.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,208 | $155.9K | 0.13% | +19+0.4% | Added |
| New Hampshire Trust | 4,922 | $147.4K | 0.04% | −290−5.6% | Reduced |
| Pointe Capital Management LLC | 4,860 | $145.5K | 0.11% | +4,860 | New |
| Tilia Fiduciary Partners, Inc. | 4,859 | $145.5K | 0.14% | +42+0.9% | Added |
| LeJeune Puetz Investment Counsel LLC | 4,781 | $143.2K | 0.05% | +16+0.3% | Added |
| One River Asset Management, LLC | 4,806 | $142.0K | 0.10% | −5,739−54.4% | Reduced |
| ZRC Wealth Management, LLC | 4,734 | $141.7K | 0.13% | +4,734 | New |
| Strategic Investment Solutions, Inc. | 4,701 | $140.8K | 0.03% | +4,701 | New |
| Perritt Capital Management Inc | 4,500 | $134.7K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $134.7K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,421 | $132.4K | 0.02% | −669−13.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,350 | $130.2K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,339 | $130.0K | 0.03% | −19,479−81.8% | Reduced |
| Benjamin Edwards Inc | 4,315 | $129.0K | 0.03% | −161−3.6% | Reduced |
| DT Investment Partners, LLC | 4,050 | $126.8K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,200 | $126.0K | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,825 | $114.5K | 0.03% | +2,252+143.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,806 | $114.0K | 0.00% | +781+25.8% | Added |
| TCI Wealth Advisors, Inc. | 3,754 | $112.4K | 0.01% | −49−1.3% | Reduced |
| Financial Management Professionals, Inc. | 3,464 | $104.0K | 0.02% | +127+3.8% | Added |
| Lee Financial Co | 3,366 | $100.8K | 0.02% | −29−0.9% | Reduced |
| Central Bank & Trust Co | 3,204 | $95.9K | 0.02% | −75,342−95.9% | Reduced |
| Hexagon Capital Partners LLC | 3,201 | $95.8K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,162 | $94.7K | 0.00% | −16,614−84.0% | Reduced |
| Core Alternative Capital | 3,124 | $93.5K | 0.01% | +232+8.0% | Added |
| Newbridge Financial Services Group, Inc. | 3,098 | $92.7K | 0.05% | +4+0.1% | Added |
| TD Ameritrade Investment Management, LLC | 3,047 | $91.0K | 0.00% | −733−19.4% | Reduced |
| MB, Levis & Associates, LLC | 3,005 | $90.0K | 0.06% | +9+0.3% | Added |
| NewSquare Capital LLC | 3,000 | $89.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,817 | $84.3K | 0.01% | +538+23.6% | Added |
| Baker Avenue Asset Management, LP | 2,802 | $83.9K | 0.00% | −265−8.6% | Reduced |
| Washington Trust Advisors, Inc. | 2,760 | $82.6K | 0.01% | −1,696−38.1% | Reduced |
| Kapitalo Investimentos Ltda | 2,711 | $81.2K | 0.03% | +2,711 | New |
| Atlantic Trust, LLC | 2,667 | $79.9K | 0.03% | +10+0.4% | Added |
| CNB Bank | 2,655 | $79.5K | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,646 | $79.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,613 | $78.2K | 0.02% | +190+7.8% | Added |
| Citadel Advisors LLC | 2,579 | $77.2K | 0.00% | −7,604,253−100.0% | Reduced |
| PEAK6 Investments LLC | 2,556 | $76.5K | 0.00% | −6,847−72.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,476 | $74.1K | 0.04% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 2,388 | $71.5K | 0.02% | +2,388 | New |
| Key Financial Inc | 2,343 | $70.1K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,268 | $67.9K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,255 | $67.5K | 0.01% | +924+69.4% | Added |
| Baystate Wealth Management LLC | 2,247 | $67.3K | 0.01% | +8+0.4% | Added |
| Silvant Capital Management LLC | 2,199 | $65.8K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,142 | $64.1K | 0.02% | +8+0.4% | Added |
| Mondrian Investment Partners LTD | 2,097 | $62.8K | 0.00% | +245+13.2% | Added |
| WFA Asset Management Corp | 2,077 | $62.2K | 0.04% | +8+0.4% | Added |
| Arcadia Investment Management Corp | 2,064 | $61.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,040 | $61.1K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,026 | $60.7K | 0.03% | +5+0.2% | Added |
| MBM Wealth Consultants, LLC | 2,000 | $60.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,994 | $59.7K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,987 | $59.5K | 0.04% | +1,587+396.8% | Added |
| Princeton Global Asset Management LLC | 1,954 | $58.5K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $58.4K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,935 | $57.9K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,933 | $57.9K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,907 | $57.0K | 0.05% | −167−8.1% | Reduced |
| Riverview Trust Co | 1,875 | $56.1K | 0.05% | −410−17.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,866 | $55.9K | 0.01% | +5+0.3% | Added |
| Granite FO LLC | 1,800 | $55.2K | 0.03% | +1,800 | New |
| Orion Capital Management LLC | 1,830 | $54.8K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $53.9K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,800 | $53.9K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,800 | $53.9K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,802 | $53.0K | 0.01% | +1,802 | New |
| Bourgeon Capital Management LLC | 1,752 | $52.5K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,670 | $50.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,637 | $49.0K | 0.01% | +97+6.3% | Added |
| Godsey & Gibb Associates | 1,632 | $48.9K | 0.01% | +1,632 | New |
| Trust Co | 1,629 | $48.8K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,600 | $48.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,548 | $46.4K | 0.02% | +6+0.4% | Added |
| True Wealth Design, LLC | 1,517 | $45.4K | 0.02% | +159+11.7% | Added |
| Centerpoint Advisors, LLC | 1,500 | $45.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $44.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,486 | $44.5K | 0.01% | +7+0.5% | Added |
| West Paces Advisors Inc. | 1,470 | $44.0K | 0.01% | +72+5.2% | Added |
| Horizon Bancorp Inc | 1,398 | $42.0K | 0.03% | −3,045−68.5% | Reduced |
| AXS Investments LLC | 1,386 | $41.5K | 0.01% | −7−0.5% | Reduced |
| Carolinas Wealth Consulting LLC | 12,315 | $41.1K | 0.01% | −2,263−15.5% | Reduced |
| Rational Advisors LLC | 1,329 | $39.8K | 0.00% | +58+4.6% | Added |
| Focused Wealth Management, Inc | 1,319 | $39.5K | 0.01% | +851+181.8% | Added |
| Ahrens Investment Partners LLC | 1,284 | $38.4K | 0.02% | +1,284 | New |