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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sage Investment Advisers LLC | 31,510 | $1.07M | 1.44% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 31,707 | $1.08M | 0.01% | −13,579−30.0% | Reduced |
| Foundations Investment Advisors, LLC | 31,885 | $1.09M | 0.04% | +2,670+9.1% | Added |
| Sawgrass Asset Management LLC | 31,897 | $1.09M | 0.13% | 00.0% | Unchanged |
| Ostrum Asset Management | 32,021 | $1.09M | 0.09% | +127+0.4% | Added |
| Washington Trust Co | 32,145 | $1.10M | 0.05% | +20.0% | Added |
| Perigon Wealth Management, LLC | 32,150 | $1.10M | 0.04% | +7,261+29.2% | Added |
| Equitable Holdings, Inc. | 32,296 | $1.10M | 0.02% | +3,561+12.4% | Added |
| Capital Investment Advisors, LLC | 32,471 | $1.11M | 0.03% | +2,016+6.6% | Added |
| VELA Investment Management, LLC | 32,514 | $1.11M | 0.51% | +2,215+7.3% | Added |
| Valmark Advisers, Inc. | 33,240 | $1.13M | 0.02% | −390−1.2% | Reduced |
| Cullen Capital Management LLC | 33,448 | $1.14M | 0.01% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 33,624 | $1.15M | 1.04% | −640−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 33,816 | $1.15M | 0.46% | −679−2.0% | Reduced |
| Midwest Financial Group LLC | 33,835 | $1.15M | 0.98% | +550+1.7% | Added |
| E. Ohman J:or Asset Management AB | 33,900 | $1.16M | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 34,052 | $1.16M | 0.04% | −70.0% | Reduced |
| L.M. Kohn & Company | 34,100 | $1.16M | 0.44% | +6,834+25.1% | Added |
| Qtron Investments LLC | 34,189 | $1.17M | 0.22% | +15,617+84.1% | Added |
| Harbor Investment Advisory, LLC | 34,252 | $1.17M | 0.16% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 34,444 | $1.17M | 0.02% | −17,861−34.1% | Reduced |
| Community Trust & Investment Co | 34,650 | $1.18M | 0.09% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 34,928 | $1.18M | 0.29% | −5,881−14.4% | Reduced |
| Thoroughbred Financial Services, LLC | 34,863 | $1.19M | 0.16% | +638+1.9% | Added |
| Country Club Bank | 35,114 | $1.19M | 0.09% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 34,915 | $1.19M | 0.11% | −117−0.3% | Reduced |
| Western Wealth Management, LLC | 35,163 | $1.20M | 0.10% | −571−1.6% | Reduced |
| Pitcairn Co | 35,197 | $1.20M | 0.10% | −562−1.6% | Reduced |
| Weil Company, Inc. | 35,200 | $1.20M | 0.53% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 35,915 | $1.22M | 1.17% | −175−0.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 72,000 | $1.23M | 0.26% | +36,000+100.0% | Added |
| Chatham Capital Group, Inc. | 36,216 | $1.23M | 0.26% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 36,238 | $1.24M | 0.16% | −1,488−3.9% | Reduced |
| Proequities, Inc. | 36,535 | $1.25M | 0.09% | +8,981+32.6% | Added |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.25M | 0.52% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 37,086 | $1.26M | 0.07% | +1,175+3.3% | Added |
| Sheets Smith Wealth Management | 37,228 | $1.27M | 0.19% | −350−0.9% | Reduced |
| Ninepoint Partners LP | 37,363 | $1.27M | 0.17% | +37,363 | New |
| Spirit of America Management Corp | 37,600 | $1.28M | 0.29% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 37,700 | $1.29M | 0.03% | +136+0.4% | Added |
| Decatur Capital Management, Inc. | 37,705 | $1.29M | 0.88% | −513−1.3% | Reduced |
| Lindbrook Capital, LLC | 37,739 | $1.29M | 0.14% | +408+1.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 37,693 | $1.29M | 0.27% | 00.0% | Unchanged |
| DFPG Investments, LLC | 38,595 | $1.30M | 0.12% | +1,585+4.3% | Added |
| Weatherly Asset Management L. P. | 38,260 | $1.30M | 0.15% | 00.0% | Unchanged |
| First Hawaiian Bank | 38,307 | $1.31M | 0.04% | +3,103+8.8% | Added |
| Tokio Marine Asset Management Co Ltd | 38,559 | $1.31M | 0.08% | +738+2.0% | Added |
| Headlands Technologies LLC | 38,653 | $1.32M | 0.42% | −19,146−33.1% | Reduced |
| Leavell Investment Management, Inc. | 39,302 | $1.34M | 0.09% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,353 | $1.34M | 0.66% | −294−0.7% | Reduced |
| Simmons Bank | 39,371 | $1.34M | 0.11% | +17,844+82.9% | Added |
| Nilsine Partners, LLC | 39,532 | $1.35M | 0.20% | −1,776−4.3% | Reduced |
| Kanawha Capital Management LLC | 39,687 | $1.35M | 0.12% | −1,000−2.5% | Reduced |
| Coldstream Capital Management Inc | 39,697 | $1.35M | 0.04% | +228+0.6% | Added |
| United Services Automobile Association | 39,716 | $1.35M | 0.04% | −11,250−22.1% | Reduced |
| Conway Capital Management, Inc. | 39,850 | $1.36M | 0.96% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 39,905 | $1.36M | 0.47% | −895−2.2% | Reduced |
| CWM Advisors, LLC | 39,953 | $1.36M | 0.16% | +26,112+188.7% | Added |
| Reynders McVeigh Capital Management, LLC | 40,060 | $1.37M | 0.09% | −300−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 40,099 | $1.37M | 0.45% | +3,935+10.9% | Added |
| Fund Management at Engine No. 1 LLC | 42,260 | $1.38M | 0.25% | +956+2.3% | Added |
| First National Bank Sioux Falls | 40,500 | $1.38M | 0.88% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.38M | 0.06% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 40,807 | $1.39M | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 40,879 | $1.39M | 0.03% | −29,664−42.1% | Reduced |
| Lido Advisors, LLC | 41,029 | $1.40M | 0.02% | +7,544+22.5% | Added |
| GWM Advisors LLC | 41,054 | $1.40M | 0.02% | +2,485+6.4% | Added |
| Vaughan David Investments LLC | 41,100 | $1.40M | 0.04% | +2,500+6.5% | Added |
| Valeo Financial Advisors, LLC | 41,137 | $1.40M | 0.06% | −3,609−8.1% | Reduced |
| Banque Cantonale Vaudoise | 41,345 | $1.41M | 0.07% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 42,131 | $1.44M | 1.07% | +395+0.9% | Added |
| Marco Investment Management LLC | 42,135 | $1.44M | 0.16% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 42,689 | $1.46M | 0.94% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 42,702 | $1.46M | 0.01% | −1,347−3.1% | Reduced |
| Fiduciary Group LLC | 42,869 | $1.46M | 0.18% | −218−0.5% | Reduced |
| Roundview Capital LLC | 43,108 | $1.47M | 0.14% | +945+2.2% | Added |
| IHT Wealth Management, LLC | 43,307 | $1.48M | 0.08% | +1,435+3.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 43,534 | $1.48M | 0.14% | −60−0.1% | Reduced |
| Ossiam | 43,602 | $1.49M | 0.03% | +19,937+84.2% | Added |
| Trexquant Investment LP | 43,821 | $1.49M | 0.04% | −111,476−71.8% | Reduced |
| Roof Eidam & Maycock | 43,845 | $1.50M | 0.50% | 00.0% | Unchanged |
| Congress Park Capital LLC | 44,015 | $1.50M | 0.84% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 44,065 | $1.50M | 0.08% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 44,305 | $1.51M | 0.02% | −58,734−57.0% | Reduced |
| Capital Investment Advisory Services, LLC | 44,323 | $1.51M | 0.15% | −482−1.1% | Reduced |
| Fiduciary Trust Co | 44,397 | $1.51M | 0.03% | +1,118+2.6% | Added |
| WBH Advisory Inc | 44,448 | $1.52M | 0.18% | +20.0% | Added |
| Ballentine Partners, LLC | 44,499 | $1.52M | 0.03% | +4,359+10.9% | Added |
| Gibraltar Capital Management, Inc. | 45,427 | $1.55M | 0.69% | −828−1.8% | Reduced |
| WealthTrust Axiom LLC | 45,438 | $1.55M | 0.51% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 45,483 | $1.55M | 0.03% | +11,081+32.2% | Added |
| Smithfield Trust Co | 45,981 | $1.56M | 0.09% | +180+0.4% | Added |
| Guardian Investment Management | 46,150 | $1.57M | 1.36% | +22,920+98.7% | Added |
| Meeder Advisory Services, Inc. | 46,212 | $1.58M | 0.17% | +2,594+5.9% | Added |
| Community Bank & Trust, Waco, Texas | 46,818 | $1.60M | 0.48% | +330+0.7% | Added |
| Sanchez Wealth Management Group | 47,039 | $1.60M | 0.65% | +220.0% | Added |
| Canandaigua National Bank & Trust Co | 47,065 | $1.60M | 0.26% | +465+1.0% | Added |
| Carmel Capital Partners, LLC | 47,284 | $1.61M | 0.83% | +275+0.6% | Added |
| Bath Savings Trust Co | 47,714 | $1.63M | 0.19% | −350−0.7% | Reduced |
| Zurich Insurance Group Ltd | 47,900 | $1.63M | 0.02% | 00.0% | Unchanged |