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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 5,800 | $197.8K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,853 | $199.6K | 0.03% | +32+0.5% | Added |
| Financial Advisory Group | 5,867 | $200.1K | 0.04% | +5,867 | New |
| Hilltop Holdings Inc. | 5,908 | $201.4K | 0.02% | +5,908 | New |
| Advisor OS, LLC | 5,916 | $201.7K | 0.03% | +5,916 | New |
| Tradition Wealth Management, LLC | 5,930 | $202.0K | 0.02% | +196+3.4% | Added |
| First Personal Financial Services | 5,952 | $203.0K | 0.05% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,978 | $203.8K | 0.05% | +5,978 | New |
| Montgomery Investment Management Inc | 6,000 | $204.6K | 0.07% | +6,000 | New |
| Patron Partners Advisors, LLC | 6,036 | $205.8K | 0.15% | +6,036 | New |
| International Assets Investment Management, LLC | 6,043 | $206.1K | 0.03% | +6,043 | New |
| Harbour Investments, Inc. | 6,047 | $206.2K | 0.01% | −540−8.2% | Reduced |
| Emerald Advisors, LLC | 6,081 | $207.4K | 0.05% | +6,081 | New |
| Cantor Fitzgerald, L. P. | 6,100 | $208.0K | 0.00% | +6,100 | New |
| Schneider Downs Wealth Management Advisors, LP | 6,135 | $209.2K | 0.05% | +6,135 | New |
| Silver Oak Advisory Group, Inc. | 6,173 | $210.0K | 0.14% | −782−11.2% | Reduced |
| Blueshift Asset Management, LLC | 6,182 | $210.8K | 0.08% | −8,784−58.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,188 | $211.0K | 0.09% | +6,188 | New |
| Nelson Capital Management, LLC | 6,200 | $211.4K | 0.05% | +6,200 | New |
| Atlas Capital Advisors LLC | 6,207 | $211.7K | 0.03% | −747−10.7% | Reduced |
| Voya Financial Advisors, Inc. | 6,302 | $213.4K | 0.02% | +6,302 | New |
| First Heartland Consultants, Inc. | 6,260 | $213.5K | 0.03% | +6,260 | New |
| Summit Asset Management, LLC | 6,264 | $213.6K | 0.06% | +6,264 | New |
| Pathway Financial Advisors LLC | 6,312 | $215.2K | 0.07% | +6,312 | New |
| Guardian Wealth Advisors, LLC | 6,315 | $215.3K | 0.04% | −796−11.2% | Reduced |
| Sage Mountain Advisors LLC | 6,328 | $215.8K | 0.03% | +6,328 | New |
| Hamilton Point Investment Advisors, LLC | 6,356 | $216.7K | 0.05% | +6,356 | New |
| Frisch Financial Group, Inc. | 6,352 | $217.0K | 0.10% | +6,352 | New |
| PEAK6 Investments LLC | 6,377 | $217.5K | 0.02% | +3,821+149.5% | Added |
| TCWP LLC | 6,389 | $217.9K | 0.05% | −4,111−39.2% | Reduced |
| Wallace Advisory Group, LLC | 7,279 | $217.9K | 0.17% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 6,400 | $218.0K | 0.04% | −14,868−69.9% | Reduced |
| Front Barnett Associates LLC | 6,414 | $219.0K | 0.02% | +6,414 | New |
| Creative Financial Designs Inc | 6,459 | $220.2K | 0.03% | +710+12.3% | Added |
| Barr E S & Co | 6,463 | $220.4K | 0.02% | +6,463 | New |
| IMS Capital Management | 6,464 | $220.4K | 0.12% | +6,464 | New |
| Buckingham Strategic Partners | 6,474 | $220.8K | 0.01% | +6,474 | New |
| Romano Brothers and Company | 6,475 | $220.8K | 0.03% | −598−8.5% | Reduced |
| Principal Street Partners, LLC | 6,477 | $220.9K | 0.05% | +6,477 | New |
| Trust Co of Toledo NA | 6,484 | $221.1K | 0.04% | −10,909−62.7% | Reduced |
| Xcel Wealth Management, LLC | 6,488 | $221.2K | 0.07% | +6,488 | New |
| Gerber Kawasaki Wealth & Investment Management | 6,500 | $221.7K | 0.01% | +6,500 | New |
| Larson Financial Group LLC | 6,506 | $221.9K | 0.02% | +384+6.3% | Added |
| Baldwin Investment Management, LLC | 6,507 | $221.9K | 0.04% | +6,507 | New |
| Moneywise, Inc. | 6,518 | $222.3K | 0.14% | +6,518 | New |
| Patton Albertson Miller Group, LLC | 6,526 | $222.5K | 0.04% | +6,526 | New |
| Asio Capital, LLC | 6,561 | $223.7K | 0.05% | +6,561 | New |
| Goodwin Daniel L | 6,600 | $225.1K | 0.11% | +6,600 | New |
| Atlas Brown,Inc. | 6,612 | $225.5K | 0.10% | +6,612 | New |
| Resolute Wealth Strategies, LLC | 6,644 | $226.6K | 0.18% | +6,644 | New |
| Spire Wealth Management | 6,653 | $226.9K | 0.01% | −86,825−92.9% | Reduced |
| SageView Advisory Group, LLC | 6,672 | $227.5K | 0.01% | +6,672 | New |
| Red Wave Investments LLC | 6,683 | $227.9K | 0.09% | +6,683 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,714 | $228.9K | 0.00% | +1,315+24.4% | Added |
| Petrus Trust Company, LTA | 6,749 | $230.1K | 0.03% | −5,281−43.9% | Reduced |
| J. W. Coons Advisors, LLC | 6,750 | $230.2K | 0.06% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,791 | $231.6K | 0.19% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,792 | $231.6K | 0.03% | −938−12.1% | Reduced |
| Chesley Taft & Associates LLC | 6,800 | $231.9K | 0.01% | +6,800 | New |
| T. Rowe Price Investment Management, Inc. | 6,800 | $232.0K | 0.00% | +6,800 | New |
| Gould Asset Management LLC | 6,825 | $232.7K | 0.06% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,846 | $233.4K | 0.01% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 6,848 | $233.5K | 0.08% | +6,848 | New |
| Old Second National Bank of Aurora | 6,850 | $233.6K | 0.07% | 00.0% | Unchanged |
| Summit X, LLC | 6,887 | $234.8K | 0.06% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,888 | $234.9K | 0.00% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,900 | $235.0K | 0.15% | 00.0% | Unchanged |
| First Western Trust Bank | 6,936 | $236.5K | 0.01% | +6,936 | New |
| Defender Capital, LLC. | 6,938 | $236.6K | 0.08% | +28+0.4% | Added |
| White Pine Capital LLC | 6,950 | $237.0K | 0.09% | −192−2.7% | Reduced |
| Lowell Blake & Associates Inc. | 6,981 | $238.1K | 0.07% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 6,985 | $238.2K | 0.03% | +6,985 | New |
| GPS Wealth Strategies Group, LLC | 7,014 | $239.2K | 0.04% | +155+2.3% | Added |
| ArrowMark Colorado Holdings LLC | 7,020 | $239.4K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,033 | $239.8K | 0.05% | 00.0% | Unchanged |
| Kendall Capital Management | 7,044 | $240.0K | 0.11% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 7,555 | $240.1K | 0.15% | +7,555 | New |
| Patten & Patten Inc | 7,060 | $240.7K | 0.02% | +7,060 | New |
| Strategic Blueprint, LLC | 7,062 | $240.8K | 0.02% | +7,062 | New |
| Hazlett, Burt & Watson, Inc. | 7,052 | $241.0K | 0.18% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 7,070 | $241.1K | 0.21% | +7,070 | New |
| ICA Group Wealth Management, LLC | 7,084 | $241.6K | 0.06% | +1,778+33.5% | Added |
| TFG Advisers LLC | 7,091 | $241.8K | 0.11% | −64−0.9% | Reduced |
| Aspiriant, LLC | 7,092 | $241.8K | 0.01% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,117 | $242.7K | 0.03% | +124+1.8% | Added |
| Mutual Advisors, LLC | 7,132 | $243.2K | 0.01% | +351+5.2% | Added |
| American Trust | 7,164 | $244.3K | 0.02% | −270−3.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 7,177 | $244.7K | 0.14% | +30.0% | Added |
| Smith Anglin Financial, LLC | 7,182 | $244.9K | 0.03% | +321+4.7% | Added |
| Fairhaven Wealth Management, LLC | 7,184 | $245.0K | 0.09% | +7,184 | New |
| V Wealth Advisors LLC | 7,186 | $245.0K | 0.04% | −130−1.8% | Reduced |
| Rock Point Advisors, LLC | 7,200 | $245.5K | 0.08% | 00.0% | Unchanged |
| Papp L Roy & Associates | 7,200 | $245.5K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $245.5K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 7,206 | $245.7K | 0.03% | +330+4.8% | Added |
| Foster Dykema Cabot & Co Inc | 7,200 | $246.0K | 0.03% | 00.0% | Unchanged |
| Family Management Corp | 7,221 | $246.2K | 0.05% | +7,221 | New |
| Spreng Capital Management, Inc. | 7,231 | $247.0K | 0.19% | −225−3.0% | Reduced |
| Quantamental Technologies LLC | 7,274 | $248.0K | 0.10% | −37,537−83.8% | Reduced |
| Oxford Financial Group Ltd | 7,280 | $248.2K | 0.02% | +163+2.3% | Added |