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 |
|---|---|---|---|---|---|
| AXS Investments LLC | 1,007 | $34.3K | 0.01% | −379−27.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,043 | $35.6K | 0.00% | +3+0.3% | Added |
| Barrett & Company, Inc. | 1,044 | $35.6K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,050 | $35.8K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,050 | $35.8K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,125 | $38.0K | 0.01% | +1,125 | New |
| Pacifica Partners Inc. | 1,125 | $38.1K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,129 | $38.5K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,137 | $38.8K | 0.00% | −104−8.4% | Reduced |
| American National Bank | 1,185 | $40.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,191 | $40.6K | 0.02% | +1,191 | New |
| WealthPLAN Partners, LLC | 1,200 | $40.9K | 0.01% | +45+3.9% | Added |
| Annapolis Financial Services, LLC | 1,233 | $42.0K | 0.01% | −567−31.5% | Reduced |
| Carolinas Wealth Consulting LLC | 12,280 | $44.0K | 0.01% | −35−0.3% | Reduced |
| Nemes Rush Group LLC | 1,350 | $46.0K | 0.01% | +1,350 | New |
| Horizon Bancorp Inc | 1,398 | $48.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,470 | $50.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,484 | $50.6K | 0.02% | −2−0.1% | Reduced |
| Centerpoint Advisors, LLC | 1,500 | $51.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $51.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,500 | $51.1K | 0.01% | +1,500 | New |
| Farther Finance Advisors, LLC | 1,571 | $53.6K | 0.01% | −66−4.0% | Reduced |
| Endurance Wealth Management, Inc. | 1,600 | $55.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,629 | $55.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,632 | $55.7K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,690 | $57.0K | 0.01% | −112−6.2% | Reduced |
| Bourgeon Capital Management LLC | 1,752 | $59.7K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $61.4K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,800 | $61.4K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,800 | $61.4K | 0.04% | +1,800 | New |
| AllSquare Wealth Management LLC | 1,987 | $61.5K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,869 | $63.8K | 0.01% | +3+0.2% | Added |
| Kelly Lawrence W & Associates Inc | 1,950 | $64.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,899 | $65.0K | 0.05% | −8−0.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,935 | $66.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $66.6K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,994 | $68.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 2,010 | $68.5K | 0.06% | +2,010 | New |
| Financial Perspectives, Inc | 2,030 | $69.2K | 0.03% | +4+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,040 | $69.6K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,064 | $70.4K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,084 | $71.1K | 0.04% | +7+0.3% | Added |
| Mondrian Investment Partners LTD | 2,097 | $71.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,115 | $72.1K | 0.01% | −153−6.7% | Reduced |
| Advisors Asset Management, Inc. | 2,125 | $72.5K | 0.00% | −10,695−83.4% | Reduced |
| Gleason Group, Inc. | 2,149 | $73.3K | 0.02% | +7+0.3% | Added |
| Silvant Capital Management LLC | 2,199 | $75.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,214 | $75.5K | 0.01% | −990−30.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,216 | $76.0K | 0.01% | +1,188+115.6% | Added |
| PCA Investment Advisory Services Inc. | 2,252 | $76.8K | 0.05% | +2,252 | New |
| Baystate Wealth Management LLC | 2,255 | $76.9K | 0.01% | +8+0.4% | Added |
| China Universal Asset Management Co., Ltd. | 2,294 | $78.2K | 0.02% | +1,670+267.6% | Added |
| Riverview Trust Co | 2,329 | $79.4K | 0.07% | +454+24.2% | Added |
| Impact Partnership Wealth, LLC | 2,391 | $81.5K | 0.03% | +2,391 | New |
| Key Financial Inc | 2,393 | $81.6K | 0.03% | +50+2.1% | Added |
| Sutton Wealth Advisors Inc. | 2,518 | $85.9K | 0.04% | +585+30.3% | Added |
| BerganKDV Wealth Management, LLC | 2,568 | $87.6K | 0.01% | −78−2.9% | Reduced |
| CNB Bank | 2,655 | $90.5K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,676 | $91.3K | 0.03% | +9+0.3% | Added |
| Park Place Capital Corp | 2,734 | $93.2K | 0.03% | +121+4.6% | Added |
| Washington Trust Advisors, Inc. | 2,760 | $94.1K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 2,792 | $95.2K | 0.01% | +1,463+110.1% | Added |
| TD Ameritrade Investment Management, LLC | 2,809 | $96.0K | 0.00% | −238−7.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,820 | $96.2K | 0.00% | +18+0.6% | Added |
| MV Capital Management, Inc. | 2,832 | $96.6K | 0.01% | +15+0.5% | Added |
| One River Asset Management, LLC | 2,859 | $97.1K | 0.08% | −1,947−40.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,908 | $99.2K | 0.00% | +2,908 | New |
| Brown, Lisle/Cummings, Inc. | 2,963 | $101.0K | 0.05% | +487+19.7% | Added |
| NewSquare Capital LLC | 3,000 | $102.3K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,012 | $102.7K | 0.07% | +7+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 3,101 | $105.8K | 0.05% | +3+0.1% | Added |
| Trifecta Capital Advisors, LLC | 3,117 | $106.3K | 0.03% | +3,000+2,564.1% | Added |
| Core Alternative Capital | 3,242 | $110.5K | 0.02% | +118+3.8% | Added |
| Lee Financial Co | 3,366 | $114.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,380 | $115.3K | 0.03% | +179+5.6% | Added |
| Financial Management Professionals, Inc. | 3,534 | $121.0K | 0.02% | +70+2.0% | Added |
| Union Savings Bank | 3,800 | $126.6K | 0.08% | +3,800 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,759 | $128.0K | 0.00% | −47−1.2% | Reduced |
| McIlrath & Eck, LLC | 3,827 | $130.5K | 0.03% | +2+0.1% | Added |
| Leonteq Securities AG | 3,908 | $133.3K | 0.01% | −5,106−56.6% | Reduced |
| DT Investment Partners, LLC | 4,050 | $134.9K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,331 | $147.7K | 0.00% | −10,834−71.4% | Reduced |
| Hanson & Doremus Investment Management | 4,339 | $148.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,350 | $148.3K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,421 | $150.8K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,455 | $151.9K | 0.05% | −2,700−37.7% | Reduced |
| Perritt Capital Management Inc | 4,500 | $153.4K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $153.4K | 0.13% | 00.0% | Unchanged |
| West Tower Group, LLC | 4,618 | $157.5K | 0.11% | +4,618 | New |
| Tilia Fiduciary Partners, Inc. | 4,684 | $159.7K | 0.14% | −175−3.6% | Reduced |
| ZRC Wealth Management, LLC | 4,734 | $161.4K | 0.14% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,130 | $174.9K | 0.07% | −275−5.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 5,209 | $177.0K | 0.05% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 5,218 | $178.0K | 0.14% | +10+0.2% | Added |
| Truvestments Capital LLC | 5,252 | $179.1K | 0.09% | +17+0.3% | Added |
| Cassady Schiller Wealth Management, LLC | 5,347 | $182.3K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,393 | $183.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,429 | $185.1K | 0.04% | −201−3.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 5,611 | $190.0K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,595 | $190.8K | 0.15% | 00.0% | Unchanged |