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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 7,284 | $248.4K | 0.05% | 00.0% | Unchanged |
| West Wealth Group, LLC | 7,298 | $248.9K | 0.11% | +24+0.3% | Added |
| Heritage Trust Co | 7,302 | $249.0K | 0.04% | −66−0.9% | Reduced |
| Bryn Mawr Trust Co | 7,281 | $249.0K | 0.01% | −325−4.3% | Reduced |
| Douglas Lane & Associates, LLC | 7,363 | $251.1K | 0.00% | −1,186−13.9% | Reduced |
| Ridgewood Investments LLC | 7,366 | $251.2K | 0.14% | +7+0.1% | Added |
| Middleton & Co Inc | 7,375 | $251.5K | 0.03% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 7,386 | $251.9K | 0.02% | −1,500−16.9% | Reduced |
| Carderock Capital Management Inc | 7,400 | $252.0K | 0.08% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7,450 | $252.0K | 0.13% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,411 | $252.7K | 0.05% | −11−0.1% | Reduced |
| Zions Bancorporation, N.A. | 7,440 | $253.7K | 0.02% | +143+2.0% | Added |
| Front Row Advisors LLC | 7,447 | $254.0K | 0.11% | −11−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 7,467 | $254.6K | 0.03% | −460−5.8% | Reduced |
| TrinityPoint Wealth, LLC | 7,469 | $254.7K | 0.05% | +10.0% | Added |
| L2 Asset Management, LLC | 7,475 | $254.9K | 0.12% | +349+4.9% | Added |
| 3Chopt Investment Partners, LLC | 7,478 | $255.0K | 0.13% | +7,478 | New |
| 44 Wealth Management LLC | 7,487 | $255.3K | 0.09% | −96−1.3% | Reduced |
| Wela Strategies, Inc. | 7,494 | $255.5K | 0.20% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,500 | $255.8K | 0.06% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $255.8K | 0.25% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,509 | $256.1K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,517 | $256.3K | 0.02% | −6,407−46.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,521 | $256.5K | 0.06% | +7,521 | New |
| Rosenberg Matthew Hamilton | 7,536 | $257.0K | 0.09% | −648−7.9% | Reduced |
| CoreFirst Bank & Trust | 7,549 | $257.4K | 0.18% | −287−3.7% | Reduced |
| Auxier Asset Management | 7,566 | $258.0K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,587 | $258.7K | 0.03% | +26+0.3% | Added |
| Capstone Financial Advisors, Inc. | 7,593 | $258.9K | 0.02% | +7,593 | New |
| Capital Square, LLC | 7,600 | $259.2K | 0.24% | 00.0% | Unchanged |
| Thomasville National Bank | 7,605 | $259.3K | 0.02% | −25−0.3% | Reduced |
| Compass Financial Group, INC | 7,646 | $260.7K | 0.08% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 7,647 | $260.8K | 0.11% | +7,647 | New |
| Clear Creek Financial Management, LLC | 7,669 | $261.5K | 0.05% | +483+6.7% | Added |
| Legacy Financial Group, Inc. | 7,683 | $262.0K | 0.13% | +58+0.8% | Added |
| Holistic Financial Partners | 7,696 | $262.4K | 0.18% | −5,346−41.0% | Reduced |
| Southland Equity Partners LLC | 7,729 | $263.6K | 0.09% | +52+0.7% | Added |
| NorthRock Partners, LLC | 7,745 | $264.1K | 0.03% | +297+4.0% | Added |
| Broderick Brian C | 7,800 | $266.0K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 7,800 | $266.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,804 | $266.1K | 0.03% | −3,664−31.9% | Reduced |
| LMG Wealth Partners, LLC | 7,875 | $268.5K | 0.08% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,896 | $269.3K | 0.03% | +30.0% | Added |
| Exchange Bank | 7,933 | $270.5K | 0.26% | +7,933 | New |
| Regent Peak Wealth Advisors LLC | 7,947 | $271.0K | 0.08% | −45−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,950 | $271.1K | 0.13% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,951 | $271.1K | 0.14% | −392−4.7% | Reduced |
| Crescent Grove Advisors, LLC | 7,951 | $271.1K | 0.03% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 8,004 | $272.9K | 0.10% | 00.0% | Unchanged |
| Geller Advisors LLC | 8,011 | $273.2K | 0.03% | +8,011 | New |
| McClarren Financial Advisors, Inc. | 8,058 | $274.0K | 0.23% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 8,045 | $274.3K | 0.14% | −3,555−30.6% | Reduced |
| Advisors Capital Management, LLC | 8,098 | $276.0K | 0.01% | −915−10.2% | Reduced |
| Johnson Midwest Financial, LLC | 8,140 | $277.6K | 0.25% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 8,252 | $278.7K | 0.14% | +1,244+17.8% | Added |
| Charles Schwab Trust Co | 9,119 | $279.7K | 0.03% | −4,320−32.1% | Reduced |
| CGC Financial Services, LLC | 8,218 | $280.2K | 0.18% | +8,218 | New |
| Berger Financial Group, Inc | 8,228 | $280.6K | 0.03% | −347−4.0% | Reduced |
| Guidance Capital, Inc | 9,126 | $280.6K | 0.12% | +9,126 | New |
| PDS Planning, Inc | 8,237 | $280.8K | 0.04% | +688+9.1% | Added |
| Eudaimonia Partners, LLC | 8,244 | $281.1K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 8,262 | $281.7K | 0.12% | +8,262 | New |
| CIC Wealth, LLC | 8,265 | $281.8K | 0.10% | +177+2.2% | Added |
| Inspire Advisors, LLC | 8,331 | $284.1K | 0.05% | +548+7.0% | Added |
| Jackson Hole Capital Partners, LLC | 8,336 | $284.3K | 0.08% | +8,336 | New |
| Catalyst Financial Partners LLC | 8,367 | $285.3K | 0.10% | +52+0.6% | Added |
| Invenio Wealth Partners LLC | 8,378 | $285.7K | 0.32% | +8,378 | New |
| Roberts Glore & Co Inc | 8,381 | $285.8K | 0.09% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $286.4K | 0.16% | −1,440−14.6% | Reduced |
| Borer Denton & Associates, Inc. | 8,439 | $287.8K | 0.11% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 8,586 | $288.6K | 0.14% | +8,586 | New |
| Northwest Investment Counselors, LLC | 8,463 | $288.6K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 8,466 | $288.7K | 0.04% | 00.0% | Unchanged |
| Norris Perne & French LLP | 8,486 | $289.4K | 0.02% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 8,500 | $289.9K | 0.13% | −151−1.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 8,500 | $289.9K | 0.07% | +8,500 | New |
| Live Oak Private Wealth LLC | 8,510 | $290.2K | 0.06% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 8,521 | $290.6K | 0.21% | 00.0% | Unchanged |
| Riverwater Partners LLC | 8,552 | $291.6K | 0.26% | −548−6.0% | Reduced |
| Consolidated Planning Corp | 8,573 | $292.3K | 0.06% | +8,573 | New |
| Whittier Trust Co of Nevada Inc | 8,597 | $293.1K | 0.01% | +53+0.6% | Added |
| Westover Capital Advisors, LLC | 8,624 | $294.1K | 0.10% | +8,624 | New |
| Bridgeworth, LLC | 8,656 | $295.2K | 0.03% | +715+9.0% | Added |
| Warren Street Wealth Advisors, LLC | 8,685 | $296.2K | 0.20% | +8,685 | New |
| Allred Capital Management, LLC | 8,686 | $296.2K | 0.15% | +7+0.1% | Added |
| Credential Qtrade Securities Inc. | 8,698 | $296.6K | 0.02% | −384−4.2% | Reduced |
| GTS Securities LLC | 8,727 | $297.6K | 0.01% | +8,727 | New |
| Simon Quick Advisors, LLC | 8,734 | $297.8K | 0.03% | +504+6.1% | Added |
| Mattern Wealth Management LLC | 8,784 | $299.5K | 0.09% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,830 | $301.1K | 0.05% | +175+2.0% | Added |
| Lakeview Capital Partners, LLC | 8,885 | $303.0K | 0.06% | +859+10.7% | Added |
| Drive Wealth Management, LLC | 8,900 | $303.5K | 0.11% | −94−1.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,913 | $304.0K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,947 | $305.1K | 0.00% | +77+0.9% | Added |
| Chicago Partners Investment Group LLC | 9,258 | $305.2K | 0.02% | −548−5.6% | Reduced |
| IFG Advisors, LLC | 8,976 | $306.1K | 0.11% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 8,996 | $306.8K | 0.01% | −952−9.6% | Reduced |
| First Pacific Advisors, LP | 9,000 | $306.9K | 0.00% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 9,009 | $307.2K | 0.02% | −60−0.7% | Reduced |
| IVC Wealth Advisors LLC | 9,019 | $307.5K | 0.19% | −1,650−15.5% | Reduced |