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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 1,241 | $37.2K | 0.00% | −401−24.4% | Reduced |
| American National Bank | 1,185 | $35.5K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,155 | $34.6K | 0.00% | +1,155 | New |
| Clean Yield Group | 1,129 | $33.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,125 | $33.6K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,066 | $33.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,050 | $31.4K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,050 | $31.4K | 0.02% | +1,050 | New |
| Barrett & Company, Inc. | 1,044 | $31.3K | 0.02% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 1,041 | $31.2K | 0.05% | +1,041 | New |
| SRS Capital Advisors, Inc. | 1,040 | $31.1K | 0.00% | +4+0.4% | Added |
| Capital Advisors, Ltd. LLC | 1,028 | $31.0K | 0.01% | −1,392−57.5% | Reduced |
| Coastal Capital Group, Inc. | 910 | $27.2K | 0.01% | +849+1,391.8% | Added |
| Sageworth Trust Co | 900 | $26.9K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $26.9K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $26.9K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 900 | $26.9K | 0.01% | +400+80.0% | Added |
| JFS Wealth Advisors, LLC | 889 | $26.6K | 0.00% | −56−5.9% | Reduced |
| Disciplined Investments, LLC | 866 | $25.9K | 0.01% | −8−0.9% | Reduced |
| Fortis Capital Advisors, LLC | 865 | $25.9K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 851 | $25.5K | 0.05% | +851 | New |
| Thompson Investment Management, Inc. | 825 | $24.7K | 0.00% | +825 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 823 | $24.7K | 0.00% | +45+5.8% | Added |
| Private Ocean, LLC | 812 | $24.3K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 815 | $24.0K | 0.01% | +1+0.1% | Added |
| Dividend Assets Capital, LLC | 724 | $22.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 733 | $21.9K | 0.02% | +200+37.5% | Added |
| Pacific Center for Financial Services | 720 | $21.6K | 0.01% | +720 | New |
| Grey Fox Wealth Advisors, LLC | 714 | $21.4K | 0.01% | +3+0.4% | Added |
| Mascoma Wealth Management LLC | 681 | $20.9K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 675 | $20.2K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 670 | $20.0K | 0.01% | 00.0% | Unchanged |
| World Equity Group, Inc. | 19,809 | $19.8K | 0.00% | +19,809 | New |
| Quarry LP | 638 | $19.1K | 0.01% | +450+239.4% | Added |
| Clearview Wealth Advisors LLC | 631 | $18.9K | 0.02% | +1+0.2% | Added |
| Ameliora Wealth Management Ltd. | 627 | $18.8K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 624 | $18.7K | 0.01% | +624 | New |
| TFC Financial Management | 605 | $18.1K | 0.00% | +29+5.0% | Added |
| Pin Oak Investment Advisors Inc | 600 | $18.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 600 | $18.0K | 0.01% | −300−33.3% | Reduced |
| Hallmark Capital Management Inc | 600 | $18.0K | 0.00% | −200−25.0% | Reduced |
| Peoples Financial Services Corp. | 600 | $18.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 561 | $16.8K | 0.01% | +561 | New |
| Cary Street Partners Asset Management LLC | 541 | $16.2K | 0.00% | −45−7.7% | Reduced |
| Raffa Wealth Management, LLC | 516 | $15.4K | 0.01% | +18+3.6% | Added |
| Highline Wealth Partners LLC | 480 | $14.4K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 466 | $14.0K | 0.01% | −171−26.8% | Reduced |
| Hollencrest Capital Management | 447 | $13.4K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 441 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 424 | $12.7K | 0.00% | −168−28.4% | Reduced |
| Raleigh Capital Management Inc. | 419 | $12.5K | 0.01% | +191+83.8% | Added |
| TSFG, LLC | 414 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 396 | $11.9K | 0.01% | −132−25.0% | Reduced |
| Avalon Trust Co | 393 | $11.8K | 0.00% | +393 | New |
| Rise Advisors, LLC | 388 | $11.6K | 0.01% | +1+0.3% | Added |
| Beacon Capital Management, LLC | 362 | $10.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 340 | $10.2K | 0.00% | +340 | New |
| Creative Capital Management Investments LLC | 340 | $10.2K | 0.01% | +340 | New |
| Schubert & Co | 327 | $9.79K | 0.01% | −43−11.6% | Reduced |
| Atticus Wealth Management, LLC | 303 | $9.07K | 0.00% | +303 | New |
| Loomis Sayles & Co L P | 299 | $9.00K | 0.00% | −92−23.5% | Reduced |
| Essex Investment Management Co LLC | 300 | $8.98K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 284 | $8.50K | 0.00% | +89+45.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 271 | $8.11K | 0.00% | +4+1.5% | Added |
| Stonebridge Capital Advisors LLC | 267 | $7.99K | 0.00% | +267 | New |
| Toth Financial Advisory Corp | 261 | $7.82K | 0.00% | +261 | New |
| Arrow Financial Corp | 252 | $7.54K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 231 | $6.92K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 214 | $6.41K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 207 | $6.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 183 | $5.48K | 0.00% | +180+6,000.0% | Added |
| Addison Advisors LLC | 170 | $5.09K | 0.00% | +27+18.9% | Added |
| Red Tortoise LLC | 169 | $5.06K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 144,999 | $4.84K | 0.03% | +144,999 | New |
| Wolff Wiese Magana LLC | 153 | $4.58K | 0.00% | −5−3.2% | Reduced |
| Missouri Trust & Investment Co | 150 | $4.49K | 0.00% | +150 | New |
| Cedar Wealth Management, LLC | 144 | $4.31K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 143 | $4.28K | 0.01% | +143 | New |
| SJS Investment Consulting Inc. | 135 | $4.04K | 0.00% | −49−26.6% | Reduced |
| Avion Wealth | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 147 | $4.00K | 0.00% | +147 | New |
| Trifecta Capital Advisors, LLC | 117 | $3.50K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 113 | $3.38K | 0.00% | −2,408−95.5% | Reduced |
| Ruedi Wealth Management, Inc. | 111 | $3.32K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 107 | $3.26K | 0.00% | −13−10.8% | Reduced |
| Global Trust Asset Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 112 | $3.00K | 0.00% | −2−1.8% | Reduced |
| Retirement Group, LLC | 86 | $3.00K | 0.00% | +86 | New |
| Byrne Asset Management LLC | 108 | $3.00K | 0.00% | +108 | New |
| Bay Harbor Wealth Management, LLC | 86 | $2.57K | 0.00% | +86 | New |
| Arlington Partners LLC | 69 | $2.07K | 0.00% | +69 | New |
| Baldrige Asset Management LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 57 | $1.71K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 42 | $1.25K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 35 | $1.05K | 0.00% | −11,238−99.7% | Reduced |
| PSI Advisors, LLC | 35 | $1.05K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 30 | $898 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 19 | $569 | 0.00% | +13+216.7% | Added |
| Sunbelt Securities, Inc. | 18 | $531 | 0.00% | +18 | New |
| New Millennium Group LLC | 6 | $189 | 0.00% | 00.0% | Unchanged |