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 |
|---|---|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 48,180 | $1.64M | 1.88% | −1,247−2.5% | Reduced |
| Colony Group LLC | 48,341 | $1.65M | 0.02% | +3,721+8.3% | Added |
| First Business Financial Services, Inc. | 48,348 | $1.65M | 0.20% | +1,645+3.5% | Added |
| Kingsview Wealth Management, LLC | 48,494 | $1.65M | 0.06% | +1,578+3.4% | Added |
| Silvercrest Asset Management Group LLC | 48,604 | $1.66M | 0.01% | −2,094−4.1% | Reduced |
| Sigma Planning Corp | 49,212 | $1.68M | 0.06% | −3,715−7.0% | Reduced |
| Wedbush Securities Inc | 49,433 | $1.69M | 0.08% | −6,773−12.1% | Reduced |
| Garrett Investment Advisors LLC | 49,511 | $1.69M | 0.24% | +2,281+4.8% | Added |
| Firethorn Wealth Partners, LLC | 49,614 | $1.69M | 1.26% | +119+0.2% | Added |
| Redwood Investment Management, LLC | 49,618 | $1.69M | 0.17% | +49,618 | New |
| Allworth Financial LP | 49,842 | $1.70M | 0.01% | +467+0.9% | Added |
| Shellback Capital, LP | 50,000 | $1.71M | 0.15% | −100,000−66.7% | Reduced |
| Outfitter Financial LLC | 50,530 | $1.72M | 1.54% | −215−0.4% | Reduced |
| Hudson Canyon Capital Management | 50,601 | $1.73M | 1.36% | −1,528−2.9% | Reduced |
| Lincoln National Corp | 50,885 | $1.74M | 0.03% | −571−1.1% | Reduced |
| MAI Capital Management | 51,299 | $1.75M | 0.03% | −4,386−7.9% | Reduced |
| Americana Partners, LLC | 51,618 | $1.76M | 0.23% | −3,907−7.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 51,751 | $1.76M | 0.22% | +527+1.0% | Added |
| Studio Investment Management LLC | 51,955 | $1.77M | 0.50% | −4,588−8.1% | Reduced |
| Pensionfund Sabic | 52,000 | $1.77M | 0.59% | 00.0% | Unchanged |
| Laurion Capital Management LP | 52,103 | $1.78M | 0.08% | +52,103 | New |
| EP Wealth Advisors, LLC | 10,010 | $1.78M | 0.03% | −1,035,416−99.0% | Reduced |
| Umb Bank N A | 52,295 | $1.78M | 0.03% | +551+1.1% | Added |
| Buckingham Strategic Wealth, LLC | 52,953 | $1.81M | 0.03% | +3,027+6.1% | Added |
| Prio Wealth Limited Partnership | 53,420 | $1.82M | 0.07% | −950−1.7% | Reduced |
| Impax Asset Management Group plc | 53,595 | $1.83M | 0.01% | −2,070−3.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 53,817 | $1.84M | 1.52% | −1,998−3.6% | Reduced |
| Pflug Koory, LLC | 54,205 | $1.85M | 0.94% | −170−0.3% | Reduced |
| Quantitative Investment Management, LLC | 54,229 | $1.85M | 0.18% | +54,229 | New |
| Meridian Management Co | 54,236 | $1.85M | 0.58% | +186+0.3% | Added |
| Ferguson Wellman Capital Management, Inc | 54,818 | $1.87M | 0.04% | +225+0.4% | Added |
| Sumitomo Life Insurance Co | 55,024 | $1.88M | 0.08% | −4,681−7.8% | Reduced |
| Genesee Capital Advisors, LLC | 55,041 | $1.88M | 1.28% | −1,795−3.2% | Reduced |
| Sonora Investment Management Group, LLC | 55,074 | $1.88M | 0.16% | −3,276−5.6% | Reduced |
| Associated Banc-Corp | 55,207 | $1.88M | 0.07% | +600+1.1% | Added |
| Bradley Foster & Sargent Inc | 55,248 | $1.88M | 0.04% | −945−1.7% | Reduced |
| Woodmont Investment Counsel LLC | 55,302 | $1.89M | 0.20% | −180−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 55,560 | $1.89M | 0.07% | −150.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 55,812 | $1.90M | 0.09% | +55,812 | New |
| Barnett & Company, Inc. | 55,950 | $1.91M | 1.42% | +3,000+5.7% | Added |
| Marshall Financial Group LLC | 56,173 | $1.92M | 0.65% | +262+0.5% | Added |
| Proquility Private Wealth Partners, LLC | 56,212 | $1.92M | 0.75% | −325−0.6% | Reduced |
| Venator Management LLC | 56,470 | $1.93M | 0.70% | −600−1.1% | Reduced |
| Biechele Royce Advisors | 56,902 | $1.94M | 0.68% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 57,282 | $1.95M | 0.04% | +15,000+35.5% | Added |
| Cetera Advisors LLC | 57,361 | $1.96M | 0.03% | +3,748+7.0% | Added |
| Prime Capital Investment Advisors, LLC | 57,491 | $1.96M | 0.04% | +1,674+3.0% | Added |
| Everence Capital Management Inc | 63,961 | $1.96M | 0.16% | +10,340+19.3% | Added |
| DAGCO, Inc. | 57,647 | $1.97M | 0.98% | −493−0.8% | Reduced |
| Neville Rodie & Shaw Inc | 58,014 | $1.98M | 0.17% | 00.0% | Unchanged |
| City Holding Co | 58,189 | $1.98M | 0.34% | −580−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 58,494 | $1.99M | 0.03% | −96,632−62.3% | Reduced |
| Park Avenue Securities LLC | 58,966 | $2.01M | 0.03% | +19,084+47.9% | Added |
| Clearstead Advisors, LLC | 59,013 | $2.01M | 0.12% | +2,059+3.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 59,248 | $2.02M | 0.43% | +59,248 | New |
| Venture Visionary Partners LLC | 59,710 | $2.04M | 0.12% | +170.0% | Added |
| Modera Wealth Management, LLC | 60,085 | $2.05M | 0.04% | +17,027+39.5% | Added |
| Liontrust Investment Partners LLP | 60,191 | $2.05M | 0.03% | +60,191 | New |
| Alps Advisors Inc | 60,379 | $2.06M | 0.02% | −1,079−1.8% | Reduced |
| CenterBook Partners LP | 60,449 | $2.06M | 0.26% | +60,449 | New |
| Illinois Municipal Retirement Fund | 60,666 | $2.07M | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 60,718 | $2.07M | 0.03% | −433−0.7% | Reduced |
| Wright Investors Service Inc | 60,858 | $2.08M | 0.59% | +32,385+113.7% | Added |
| Savant Capital, LLC | 60,964 | $2.08M | 0.03% | +1,424+2.4% | Added |
| Tower Research Capital LLC (TRC) | 61,053 | $2.08M | 0.07% | +13,308+27.9% | Added |
| Beese Fulmer Investment Management, Inc. | 61,275 | $2.09M | 0.23% | +1,083+1.8% | Added |
| Freestone Capital Holdings, LLC | 61,433 | $2.09M | 0.08% | −1,716−2.7% | Reduced |
| Ziegler Capital Management, LLC | 61,483 | $2.10M | 0.08% | −118−0.2% | Reduced |
| Zimmer Partners, LP | 61,600 | $2.10M | 0.05% | +3,900+6.8% | Added |
| Vinva Investment Management Ltd | 62,302 | $2.11M | 0.18% | −9,314−13.0% | Reduced |
| Chapin Davis, Inc. | 62,040 | $2.12M | 1.00% | −292−0.5% | Reduced |
| Erste Asset Management GmbH | 62,863 | $2.13M | 0.04% | −90,765−59.1% | Reduced |
| Geneos Wealth Management Inc. | 62,645 | $2.14M | 0.11% | +90.0% | Added |
| Harvest Volatility Management LLC | 62,680 | $2.14M | 0.43% | −11,455−15.5% | Reduced |
| Clearbridge Investments, LLC | 63,115 | $2.15M | 0.00% | 00.0% | Unchanged |
| Skylands Capital, LLC | 63,150 | $2.15M | 0.31% | +8,800+16.2% | Added |
| Cedar Mountain Advisors, LLC | 63,318 | $2.16M | 0.62% | +135+0.2% | Added |
| Voloridge Investment Management, LLC | 63,531 | $2.17M | 0.01% | −1,379,679−95.6% | Reduced |
| Aspen Investment Management Inc | 64,027 | $2.18M | 1.30% | −1,422−2.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 64,130 | $2.19M | 0.06% | −1,957−3.0% | Reduced |
| Bokf, NA | 64,141 | $2.19M | 0.04% | −1,069−1.6% | Reduced |
| Raymond James Trust N.A. | 64,551 | $2.20M | 0.06% | −5,499−7.9% | Reduced |
| Telemus Capital, LLC | 65,300 | $2.23M | 0.19% | −941−1.4% | Reduced |
| Banco de Sabadell, S.A | 65,755 | $2.24M | 1.80% | −2,407−3.5% | Reduced |
| Wellington Management Group LLP | 65,757 | $2.24M | 0.00% | +17,221+35.5% | Added |
| Azzad Asset Management Inc | 66,451 | $2.27M | 0.30% | +990+1.5% | Added |
| Community Bank, N.A. | 66,520 | $2.27M | 0.30% | −580−0.9% | Reduced |
| Costello Asset Management, INC | 66,534 | $2.27M | 1.94% | +930+1.4% | Added |
| Metis Global Partners, LLC | 67,249 | $2.29M | 0.12% | −7,395−9.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 67,406 | $2.30M | 0.03% | −228−0.3% | Reduced |
| Bartlett & Co. LLC | 67,521 | $2.30M | 0.04% | −2,300−3.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 67,521 | $2.30M | 0.04% | −2,300−3.3% | Reduced |
| Covey Capital Advisors, LLC | 67,541 | $2.30M | 3.34% | +9,100+15.6% | Added |
| Petredis Investment Advisors LLC | 67,966 | $2.32M | 0.32% | +68+0.1% | Added |
| HB Wealth Management, LLC | 68,077 | $2.32M | 0.04% | +5,885+9.5% | Added |
| Churchill Management Corp | 68,122 | $2.32M | 0.04% | −5,059−6.9% | Reduced |
| Ameritas Investment Partners, Inc. | 68,295 | $2.33M | 0.09% | −1,264−1.8% | Reduced |
| Empirical Finance, LLC | 68,648 | $2.34M | 0.18% | +7,035+11.4% | Added |
| Magnetar Financial LLC | 68,964 | $2.35M | 0.05% | +20,813+43.2% | Added |
| Fayez Sarofim & Co | 69,000 | $2.35M | 0.01% | 00.0% | Unchanged |