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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 43,279 | $1.30M | 0.02% | +2,463+6.0% | Added |
| Fiduciary Group LLC | 43,087 | $1.29M | 0.17% | +218+0.5% | Added |
| Modera Wealth Management, LLC | 43,058 | $1.29M | 0.05% | +1,293+3.1% | Added |
| Citadel Investment Advisory, Inc. | 42,689 | $1.28M | 0.87% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 42,282 | $1.27M | 0.03% | −145,000−77.4% | Reduced |
| Roundview Capital LLC | 42,163 | $1.26M | 0.13% | +1,550+3.8% | Added |
| Marco Investment Management LLC | 42,135 | $1.26M | 0.14% | −500−1.2% | Reduced |
| IHT Wealth Management, LLC | 41,872 | $1.25M | 0.07% | +1,889+4.7% | Added |
| Cascade Investment Advisors, Inc. | 41,736 | $1.25M | 0.99% | −225−0.5% | Reduced |
| Banque Cantonale Vaudoise | 41,345 | $1.24M | 0.06% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 41,308 | $1.24M | 0.19% | +41,308 | New |
| Fund Management at Engine No. 1 LLC | 41,304 | $1.24M | 0.25% | +18,160+78.5% | Added |
| Federated Hermes, Inc. | 41,126 | $1.23M | 0.00% | −6,914−14.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 40,807 | $1.22M | 0.05% | +2,068+5.3% | Added |
| Raab & Moskowitz Asset Management LLC | 40,800 | $1.22M | 0.45% | +303+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 40,740 | $1.22M | 0.14% | −51,976−56.1% | Reduced |
| Kanawha Capital Management LLC | 40,687 | $1.22M | 0.12% | −1,266−3.0% | Reduced |
| Acadian Asset Management LLC | 40,639 | $1.21M | 0.01% | −133,235−76.6% | Reduced |
| First National Bank Sioux Falls | 40,500 | $1.21M | 0.84% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.21M | 0.06% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 40,360 | $1.21M | 0.08% | +900+2.3% | Added |
| Symphony Financial, Ltd. Co. | 40,809 | $1.20M | 0.31% | +1,185+3.0% | Added |
| Ballentine Partners, LLC | 40,140 | $1.20M | 0.03% | −346−0.9% | Reduced |
| Park Avenue Securities LLC | 39,882 | $1.19M | 0.02% | +5,834+17.1% | Added |
| JT Stratford LLC | 39,851 | $1.19M | 0.34% | +1,166+3.0% | Added |
| Conway Capital Management, Inc. | 39,850 | $1.19M | 0.98% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,647 | $1.19M | 0.60% | −536−1.3% | Reduced |
| Coldstream Capital Management Inc | 39,469 | $1.18M | 0.04% | +468+1.2% | Added |
| Centiva Capital, LP | 39,431 | $1.18M | 0.07% | −16,700−29.8% | Reduced |
| Leavell Investment Management, Inc. | 39,302 | $1.18M | 0.08% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 38,600 | $1.16M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 38,569 | $1.15M | 0.01% | −6,085−13.6% | Reduced |
| Weatherly Asset Management L. P. | 38,260 | $1.15M | 0.15% | −395−1.0% | Reduced |
| Decatur Capital Management, Inc. | 38,218 | $1.14M | 0.86% | −7,198−15.8% | Reduced |
| SkyView Investment Advisors, LLC | 37,862 | $1.13M | 0.27% | +3,923+11.6% | Added |
| Tokio Marine Asset Management Co Ltd | 37,821 | $1.13M | 0.08% | +4,482+13.4% | Added |
| Traynor Capital Management, Inc. | 37,726 | $1.13M | 0.17% | +2,321+6.6% | Added |
| Nations Financial Group Inc, | 37,638 | $1.13M | 0.12% | +434+1.2% | Added |
| Spirit of America Management Corp | 37,600 | $1.13M | 0.25% | −4,925−11.6% | Reduced |
| Sheets Smith Wealth Management | 37,578 | $1.13M | 0.17% | +120.0% | Added |
| Pinnacle Financial Partners Inc | 37,564 | $1.12M | 0.03% | −427−1.1% | Reduced |
| Lindbrook Capital, LLC | 37,331 | $1.12M | 0.13% | −3,916−9.5% | Reduced |
| DFPG Investments, LLC | 37,010 | $1.11M | 0.12% | +959+2.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 37,693 | $1.10M | 0.23% | +4,020+11.9% | Added |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.10M | 0.55% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 36,216 | $1.08M | 0.24% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 36,164 | $1.08M | 0.40% | +854+2.4% | Added |
| Massachusetts Wealth Management | 36,090 | $1.08M | 1.11% | −1,400−3.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.08M | 0.25% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 35,911 | $1.08M | 0.06% | −201−0.6% | Reduced |
| Appleton Partners Inc | 35,878 | $1.07M | 0.10% | −753−2.1% | Reduced |
| Verus Financial Partners, Inc. | 34,288 | $1.07M | 0.15% | 00.0% | Unchanged |
| Pitcairn Co | 35,759 | $1.07M | 0.10% | +308+0.9% | Added |
| Western Wealth Management, LLC | 35,734 | $1.07M | 0.10% | −574−1.6% | Reduced |
| Private Trust Co NA | 35,359 | $1.06M | 0.14% | +5,814+19.7% | Added |
| First Hawaiian Bank | 35,204 | $1.05M | 0.04% | +859+2.5% | Added |
| Weil Company, Inc. | 35,200 | $1.05M | 0.48% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 35,032 | $1.05M | 0.11% | −218−0.6% | Reduced |
| Community Trust & Investment Co | 34,650 | $1.04M | 0.09% | 00.0% | Unchanged |
| Country Club Bank | 35,114 | $1.04M | 0.09% | −2,600−6.9% | Reduced |
| Boyd Watterson Asset Management LLC | 34,495 | $1.03M | 0.42% | +51+0.1% | Added |
| Integrated Wealth Concepts LLC | 34,402 | $1.03M | 0.02% | +6,122+21.6% | Added |
| Terra Nova Asset Management LLC | 34,264 | $1.03M | 1.01% | +77+0.2% | Added |
| Harbor Investment Advisory, LLC | 34,252 | $1.03M | 0.15% | −1,583−4.4% | Reduced |
| Thoroughbred Financial Services, LLC | 34,225 | $1.02M | 0.15% | −1,107−3.1% | Reduced |
| Citizens Financial Group Inc | 34,059 | $1.02M | 0.04% | −701−2.0% | Reduced |
| E. Ohman J:or Asset Management AB | 33,900 | $1.01M | 0.04% | −4,000−10.6% | Reduced |
| Veriti Management LLC | 33,697 | $1.01M | 0.12% | −1,710−4.8% | Reduced |
| Valmark Advisers, Inc. | 33,630 | $1.01M | 0.02% | +390+1.2% | Added |
| Lido Advisors, LLC | 33,485 | $1.00M | 0.01% | −56,745−62.9% | Reduced |
| Cullen Capital Management LLC | 33,448 | $1.00M | 0.01% | +33,448 | New |
| Midwest Financial Group LLC | 33,285 | $997.0K | 0.92% | +33,285 | New |
| StoneX Group Inc. | 32,939 | $986.2K | 0.11% | +2,767+9.2% | Added |
| WealthBridge Capital Management, LLC | 32,601 | $976.1K | 0.39% | +201+0.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 32,315 | $967.5K | 0.03% | +680+2.1% | Added |
| Wellington Shields & Co., LLC | 32,230 | $965.0K | 0.22% | +2,100+7.0% | Added |
| Washington Trust Co | 32,143 | $962.4K | 0.04% | −40−0.1% | Reduced |
| Sawgrass Asset Management LLC | 31,897 | $955.0K | 0.12% | 00.0% | Unchanged |
| Ostrum Asset Management | 31,894 | $954.9K | 0.08% | +31,894 | New |
| Sage Investment Advisers LLC | 31,510 | $943.4K | 1.26% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 31,459 | $941.9K | 0.49% | −1,295−4.0% | Reduced |
| Essex Financial Services, Inc. | 31,444 | $941.4K | 0.10% | +2,611+9.1% | Added |
| Wealthspire Advisors, LLC | 31,270 | $936.2K | 0.02% | −6,097−16.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,206 | $934.0K | 0.67% | +31,206 | New |
| Biltmore Wealth Management, LLC | 30,858 | $923.9K | 0.37% | −3,324−9.7% | Reduced |
| Engrave Wealth Partners LLC | 29,746 | $919.2K | 0.31% | −142−0.5% | Reduced |
| Systematic Financial Management LP | 30,600 | $916.2K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 30,455 | $911.8K | 0.03% | −1,847−5.7% | Reduced |
| SkyOak Wealth, LLC | 30,400 | $910.2K | 0.28% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 30,299 | $907.2K | 0.41% | +13,763+83.2% | Added |
| PBMares Wealth Management LLC | 30,274 | $906.4K | 0.34% | +20.0% | Added |
| Jacobi Capital Management LLC | 30,243 | $905.5K | 0.11% | −1,453−4.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 30,240 | $905.4K | 0.64% | −200−0.7% | Reduced |
| Acorn Wealth Advisors, LLC | 30,122 | $901.9K | 0.67% | −193−0.6% | Reduced |
| Taylor Hoffman Wealth Management | 30,117 | $901.7K | 0.49% | 00.0% | Unchanged |
| Harbor Advisors LLC | 30,000 | $898.2K | 0.21% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 29,885 | $895.0K | 0.05% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 29,719 | $889.8K | 0.28% | +3,160+11.9% | Added |
| IFP Advisors, Inc | 13,593 | $889.5K | 0.04% | −83,486−86.0% | Reduced |
| First National Bank of South Miami | 29,628 | $887.1K | 0.71% | 00.0% | Unchanged |