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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 22,325 | $668.4K | 0.01% | −775−3.4% | Reduced |
| E Fund Management Co., Ltd. | 22,287 | $667.0K | 0.05% | −1,755−7.3% | Reduced |
| Delta Investment Management, LLC | 22,225 | $665.4K | 0.19% | +22,225 | New |
| Wealthsource Partners, LLC | 22,223 | $665.4K | 0.05% | +179+0.8% | Added |
| Outlook Wealth Advisors, LLC | 22,147 | $663.1K | 0.29% | +22,147 | New |
| Lynch & Associates | 22,143 | $663.0K | 0.17% | −14,347−39.3% | Reduced |
| Avidian Wealth Solutions, LLC | 22,084 | $661.2K | 0.04% | −1,060−4.6% | Reduced |
| Southeast Asset Advisors Inc. | 21,984 | $658.2K | 0.10% | +450+2.1% | Added |
| Rehmann Capital Advisory Group | 21,861 | $654.5K | 0.06% | −329−1.5% | Reduced |
| Redwood Wealth Management Group, LLC | 21,713 | $650.1K | 0.74% | −500−2.3% | Reduced |
| Lakeside Advisors, INC. | 21,600 | $646.7K | 0.50% | 00.0% | Unchanged |
| Cambridge Trust Co | 21,575 | $646.0K | 0.03% | −362−1.7% | Reduced |
| Simmons Bank | 21,527 | $644.5K | 0.06% | −343−1.6% | Reduced |
| Chicago Trust Co NA | 21,463 | $642.6K | 0.16% | +280+1.3% | Added |
| Levin Capital Strategies, L.P. | 21,447 | $642.1K | 0.08% | +6,000+38.8% | Added |
| Oakworth Capital, Inc. | 21,428 | $641.6K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 21,363 | $639.6K | 0.02% | −1,003−4.5% | Reduced |
| Patriot Investment Management Inc. | 21,281 | $637.2K | 0.06% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 21,268 | $637.0K | 0.07% | +623+3.0% | Added |
| Pettyjohn, Wood & White, Inc | 21,270 | $636.8K | 0.16% | +220+1.0% | Added |
| Kenfarb & Co. | 21,250 | $636.0K | 0.57% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 21,069 | $630.8K | 0.06% | +4,522+27.3% | Added |
| Intrepid Capital Management Inc | 20,978 | $628.1K | 0.54% | +620+3.0% | Added |
| Courier Capital LLC | 20,907 | $626.0K | 0.07% | 00.0% | Unchanged |
| Brave Asset Management Inc | 20,862 | $624.6K | 0.20% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 20,790 | $622.5K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20,737 | $620.9K | 0.10% | +16+0.1% | Added |
| Kapstone Financial Advisors LLC | 20,395 | $620.4K | 0.56% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 20,710 | $619.9K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20,530 | $614.7K | 0.02% | −35,550−63.4% | Reduced |
| TD Private Client Wealth LLC | 20,300 | $607.8K | 0.03% | +3,481+20.7% | Added |
| Hoylecohen, LLC | 20,297 | $607.7K | 0.06% | −708−3.4% | Reduced |
| Syverson Strege & Co | 20,257 | $606.5K | 0.26% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 20,216 | $605.0K | 0.02% | −1,500−6.9% | Reduced |
| RFG Advisory, LLC | 20,141 | $603.0K | 0.03% | −3,202−13.7% | Reduced |
| TBH Global Asset Management, LLC | 20,091 | $601.5K | 0.13% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 19,973 | $598.0K | 0.11% | +3,646+22.3% | Added |
| Piscataqua Savings Bank | 19,884 | $595.1K | 0.51% | −3,000−13.1% | Reduced |
| CAPROCK Group, Inc. | 19,849 | $594.3K | 0.05% | +2,196+12.4% | Added |
| Legacy Wealth Asset Management, LLC | 19,829 | $593.7K | 0.21% | −122−0.6% | Reduced |
| Integrated Investment Consultants, LLC | 19,824 | $593.5K | 0.19% | −52−0.3% | Reduced |
| SlateStone Wealth, LLC | 19,605 | $587.0K | 0.12% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 19,494 | $584.0K | 0.29% | +494+2.6% | Added |
| Massmutual Trust Co FSB | 19,481 | $583.3K | 0.02% | +16,608+578.1% | Added |
| HBK Sorce Advisory LLC | 19,451 | $582.4K | 0.03% | −8,773−31.1% | Reduced |
| Conning Inc. | 19,379 | $580.2K | 0.02% | −2,553−11.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 19,332 | $578.8K | 0.02% | −602−3.0% | Reduced |
| Sandy Spring Bank | 19,327 | $578.7K | 0.03% | −67−0.3% | Reduced |
| Mayfair Advisory Group, LLC | 18,905 | $575.8K | 0.62% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 19,226 | $575.6K | 0.23% | +19,226 | New |
| Gryphon Financial Partners LLC | 19,112 | $572.2K | 0.13% | −77−0.4% | Reduced |
| Bristlecone Advisors, LLC | 19,065 | $570.8K | 0.06% | −31,606−62.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 19,038 | $570.0K | 0.09% | +10.0% | Added |
| Royal Fund Management, LLC | 19,028 | $569.7K | 0.09% | −68−0.4% | Reduced |
| Garner Asset Management Corp | 19,000 | $569.0K | 0.27% | −100−0.5% | Reduced |
| Certified Advisory Corp | 18,998 | $568.8K | 0.10% | −350−1.8% | Reduced |
| Nicolet Bankshares Inc | 18,963 | $567.8K | 0.18% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 18,950 | $567.4K | 0.17% | 00.0% | Unchanged |
| Change Path, LLC | 18,818 | $563.0K | 0.03% | −12−0.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 19,000 | $560.5K | 0.33% | 00.0% | Unchanged |
| Ledyard National Bank | 18,574 | $556.1K | 0.06% | +11,578+165.5% | Added |
| Qtron Investments LLC | 18,572 | $556.0K | 0.11% | −4,968−21.1% | Reduced |
| Wealthcare Advisory Partners LLC | 18,554 | $555.5K | 0.02% | +184+1.0% | Added |
| Cresset Asset Management, LLC | 18,541 | $555.2K | 0.01% | +18,541 | New |
| Duncker Streett & Co Inc | 18,502 | $554.0K | 0.13% | −1,200−6.1% | Reduced |
| Deseret Mutual Benefit Administrators | 18,461 | $552.7K | 0.22% | −57−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 18,395 | $550.4K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 18,350 | $549.4K | 0.00% | −1,692−8.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 18,298 | $547.8K | 0.01% | +8,125+79.9% | Added |
| Hall Capital Management Co Inc | 18,297 | $547.8K | 0.32% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 18,084 | $545.1K | 0.09% | +18,084 | New |
| Mogy Joel R Investment Counsel Inc | 18,000 | $538.9K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,878 | $535.3K | 0.04% | +40.0% | Added |
| Burt Wealth Advisors | 17,875 | $535.2K | 0.17% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 17,872 | $535.1K | 0.22% | +201+1.1% | Added |
| Prospera Financial Services Inc | 17,816 | $533.8K | 0.02% | +2,386+15.5% | Added |
| Forum Financial Management, LP | 17,792 | $532.7K | 0.02% | −69−0.4% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $530.8K | 0.13% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 17,728 | $530.8K | 0.02% | −412−2.3% | Reduced |
| Thomas White International Ltd | 17,639 | $528.1K | 0.11% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,627 | $527.8K | 0.14% | +243+1.4% | Added |
| Rede Wealth, LLC | 17,573 | $526.1K | 0.27% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 17,528 | $524.8K | 0.08% | +9,010+105.8% | Added |
| Clark Capital Management Group, Inc. | 17,460 | $522.8K | 0.01% | +1,950+12.6% | Added |
| Cobblestone Capital Advisors LLC | 17,430 | $521.9K | 0.04% | −3,258−15.7% | Reduced |
| High Net Worth Advisory Group LLC | 17,400 | $521.0K | 0.21% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17,393 | $520.7K | 0.09% | +10,408+149.0% | Added |
| Investors Asset Management of Georgia Inc | 17,370 | $520.1K | 0.28% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 17,250 | $516.5K | 0.04% | −473−2.7% | Reduced |
| Stonegate Investment Group, LLC | 17,248 | $516.4K | 0.02% | −2,809−14.0% | Reduced |
| Ullmann Financial Group, Inc. | 17,223 | $515.7K | 0.12% | +17,223 | New |
| Tributary Capital Management, LLC | 17,200 | $515.0K | 0.05% | −200−1.1% | Reduced |
| GYL Financial Synergies, LLC | 17,147 | $513.4K | 0.06% | +9,201+115.8% | Added |
| RSM US Wealth Management LLC | 17,136 | $513.0K | 0.02% | +9,659+129.2% | Added |
| Walker Asset Management, LLC | 17,111 | $512.3K | 0.44% | +10.0% | Added |
| NTV Asset Management LLC | 16,963 | $507.9K | 0.09% | +506+3.1% | Added |
| Northeast Financial Consultants Inc | 16,943 | $507.3K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16,768 | $502.0K | 0.05% | −526−3.0% | Reduced |
| Mystic Asset Management, Inc. | 16,633 | $498.0K | 0.27% | −235−1.4% | Reduced |
| First Commonwealth Financial Corp | 16,551 | $495.5K | 0.18% | −216−1.3% | Reduced |