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Livermore
Livermore
ZHEN

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, Q2 2023

Institutional positions in CSX Corp as of Jun 30, 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
1,581
+89 vs. Q1 2023
Shares held
1.49B
−13.6M (−0.9%) vs. Q1 2023
Total value
$50.5B
+$5.49B (+12.2%) vs. Q1 2023
New holders
165
528 more added
Sold out
76
572 more reduced

10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,581 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ2 2023: $50.5B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q1 2023.

Institutions holding CSX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tucker Asset Management LLC3$1020.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC3$1030.00%+3New
Comerica Bank1,988,758$1330.01%+1,988,758New
New Millennium Group LLC6$2160.00%00.0%Unchanged
Tfo-TDC, LLC19$6480.00%00.0%Unchanged
Crewe Advisors LLC21$7170.00%+21New
First Financial Corp29$9880.00%−28−49.1%Reduced
Safeguard Financial, LLC30$1.00K0.00%+30New
PFG Private Wealth Management, LLC30$1.02K0.00%00.0%Unchanged
True Wealth Design, LLC31$1.06K0.00%−1,486−98.0%Reduced
PSI Advisors, LLC35$1.19K0.00%00.0%Unchanged
Global Financial Private Client, LLC42$1.44K0.00%00.0%Unchanged
Arlington Partners LLC69$2.35K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC77$2.63K0.00%−9−10.5%Reduced
Retirement Group, LLC86$2.93K0.00%00.0%Unchanged
IAG Wealth Partners, LLC99$3.38K0.00%+99New
Global Trust Asset Management, LLC100$3.42K0.00%00.0%Unchanged
JJJ Advisors Inc.107$3.65K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.111$3.79K0.00%00.0%Unchanged
Byrne Asset Management LLC108$4.00K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A139$4.74K0.00%+139New
USA Financial Portformulas Corp143$4.88K0.01%00.0%Unchanged
Cedar Wealth Management, LLC144$4.91K0.00%00.0%Unchanged
Bollard Group LLC160$5.00K0.00%+160New
Missouri Trust & Investment Co150$5.12K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC150$5.12K0.00%+150New
Wolff Wiese Magana LLC153$5.22K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC162$5.52K0.00%+49+43.4%Added
SJS Investment Consulting Inc.168$5.73K0.00%+33+24.4%Added
Red Tortoise LLC169$5.76K0.00%00.0%Unchanged
Loomis Sayles & Co L P171$6.00K0.00%−128−42.8%Reduced
Addison Advisors LLC185$6.31K0.00%+15+8.8%Added
Avion Wealth227$7.00K0.00%+92+68.1%Added
Investors Research Corp207$7.06K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC231$7.88K0.01%00.0%Unchanged
HighMark Wealth Management LLC246$8.39K0.01%+246New
Arrow Financial Corp252$8.59K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC267$9.11K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC271$9.24K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC284$9.69K0.00%00.0%Unchanged
Essex Investment Management Co LLC300$10.2K0.00%00.0%Unchanged
Northwest Capital Management Inc300$10.2K0.00%+300New
Venturi Wealth Management, LLC303$10.3K0.00%−5,979−95.2%Reduced
Insight Financial Services315$10.7K0.03%+315New
Motco321$10.9K0.00%+321New
Strengthening Families & Communities, LLC337$11.0K0.00%+337New
Creative Capital Management Investments LLC340$11.6K0.01%00.0%Unchanged
Rise Advisors, LLC348$11.9K0.01%−40−10.3%Reduced
Abound Wealth Management356$12.1K0.01%+142+66.4%Added
Beacon Capital Management, LLC362$12.3K0.00%00.0%Unchanged
Avalon Trust Co393$13.4K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC396$13.5K0.01%00.0%Unchanged
TSFG, LLC414$14.0K0.01%00.0%Unchanged
KB Financial Partners, LLC444$15.0K0.00%−23,701−98.2%Reduced
Column Capital Advisors, LLC441$15.0K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC444$15.0K0.00%+444New
Hollencrest Capital Management447$15.2K0.00%00.0%Unchanged
Eagle Bay Advisors LLC466$15.9K0.01%00.0%Unchanged
Focused Wealth Management, Inc471$16.1K0.00%−848−64.3%Reduced
Highline Wealth Partners LLC480$16.4K0.01%00.0%Unchanged
Bell Investment Advisors, Inc504$17.2K0.00%+80+18.9%Added
Raffa Wealth Management, LLC516$17.6K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.583$18.3K0.00%−4,118−87.6%Reduced
Global Wealth Management Investment Advisory, Inc.550$18.8K0.01%+550New
Wunderlich Capital Managemnt566$19.0K0.01%+566New
Credit Agricole S A561$19.1K0.00%+561New
Pin Oak Investment Advisors Inc600$20.0K0.02%00.0%Unchanged
Quarry LP592$20.2K0.01%−46−7.2%Reduced
O'Dell Group, LLC598$20.4K0.01%+598New
Peoples Financial Services Corp.600$20.5K0.01%00.0%Unchanged
Hallmark Capital Management Inc600$20.5K0.00%00.0%Unchanged
Bank of New Hampshire600$20.5K0.01%00.0%Unchanged
Mascoma Wealth Management LLC681$21.3K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.627$21.4K0.01%00.0%Unchanged
TFC Financial Management631$21.5K0.01%+26+4.3%Added
Clearview Wealth Advisors LLC632$21.6K0.02%+1+0.2%Added
Register Financial Advisors LLC633$21.6K0.02%−100−13.6%Reduced
Silicon Valley Capital Partners662$22.6K0.00%+662New
AlphaMark Advisors, LLC670$23.0K0.01%00.0%Unchanged
Clear Street Markets LLC689$23.0K0.01%+689New
Glass Jacobson Investment Advisors llc688$23.5K0.01%+688New
Pacific Center for Financial Services720$24.6K0.01%00.0%Unchanged
Albion Financial Group750$25.6K0.00%+750New
Coston, McIsaac & Partners817$27.0K0.01%+2+0.2%Added
GW&K Investment Management, LLC782$27.0K0.00%+782New
Private Ocean, LLC812$27.7K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.817$27.8K0.00%+817New
Thompson Investment Management, Inc.825$28.1K0.00%00.0%Unchanged
WFA of San Diego, LLC846$28.9K0.03%+846New
Dividend Assets Capital, LLC841$29.0K0.01%+117+16.2%Added
Kapitalo Investimentos Ltda888$30.3K0.01%−1,823−67.2%Reduced
Disciplined Investments, LLC899$30.7K0.02%+33+3.8%Added
Monetary Management Group Inc900$30.7K0.01%00.0%Unchanged
Antonetti Capital Management LLC900$30.7K0.04%00.0%Unchanged
Bellevue Asset Management, LLC900$30.7K0.02%00.0%Unchanged
Coastal Capital Group, Inc.910$31.0K0.01%00.0%Unchanged
ORG Partners LLC910$31.3K0.01%+910New
Caldwell Sutter Capital, Inc.921$31.4K0.02%+360+64.2%Added
FinTrust Capital Advisors, LLC1,066$33.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC976$33.3K0.00%+87+9.8%Added