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 |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 9,031 | $308.0K | 0.09% | +9,031 | New |
| Covenant Partners, LLC | 9,043 | $308.4K | 0.11% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 9,068 | $309.2K | 0.04% | +9,068 | New |
| First Command Bank | 9,071 | $309.3K | 0.03% | +820+9.9% | Added |
| First Command Financial Services, Inc. | 9,071 | $309.3K | 0.03% | +820+9.9% | Added |
| Sage Private Wealth Group, LLC | 9,120 | $311.0K | 0.42% | 00.0% | Unchanged |
| Glassman Wealth Services | 9,122 | $311.1K | 0.05% | +270+3.1% | Added |
| Valley National Advisers Inc | 9,103 | $312.0K | 0.05% | −222−2.4% | Reduced |
| Waldron Private Wealth LLC | 9,155 | $312.2K | 0.02% | +233+2.6% | Added |
| LexAurum Advisors, LLC | 9,183 | $313.1K | 0.09% | +5+0.1% | Added |
| Echo Street Capital Management LLC | 9,197 | $313.6K | 0.00% | −121,817−93.0% | Reduced |
| Signet Financial Management, LLC | 9,197 | $313.6K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 9,208 | $314.0K | 0.01% | −4,758−34.1% | Reduced |
| Prestige Wealth Management Group LLC | 9,232 | $314.8K | 0.07% | −357−3.7% | Reduced |
| Wealth Effects LLC | 9,246 | $315.3K | 0.14% | 00.0% | Unchanged |
| Perpetual Ltd | 9,301 | $317.2K | 0.00% | −2,864−23.5% | Reduced |
| Evermay Wealth Management LLC | 9,310 | $317.5K | 0.06% | −224−2.3% | Reduced |
| Sittner & Nelson, LLC | 9,322 | $317.9K | 0.17% | +12+0.1% | Added |
| Ironwood Investment Counsel, LLC | 9,327 | $318.1K | 0.07% | +10.0% | Added |
| RB Capital Management, LLC | 9,342 | $318.6K | 0.10% | +10.0% | Added |
| Castle Wealth Management LLC | 9,343 | $318.6K | 0.22% | +77+0.8% | Added |
| Altshuler Shaham Ltd | 9,358 | $319.1K | 0.01% | −3,024−24.4% | Reduced |
| Allstate Corp | 9,362 | $319.2K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 9,386 | $320.1K | 0.16% | 00.0% | Unchanged |
| Day & Ennis, LLC | 9,391 | $320.2K | 0.12% | +1,459+18.4% | Added |
| Cullinan Associates Inc | 9,400 | $320.5K | 0.02% | −17,020−64.4% | Reduced |
| Interchange Capital Partners, LLC | 9,417 | $321.1K | 0.25% | −112−1.2% | Reduced |
| Chronos Wealth Management, LLC | 9,420 | $321.2K | 0.22% | +70+0.7% | Added |
| TrueWealth Advisors, LLC | 9,420 | $321.2K | 0.13% | −248−2.6% | Reduced |
| Summit Global Investments | 9,595 | $323.0K | 0.02% | +9,595 | New |
| YHB Investment Advisors, Inc. | 9,539 | $325.3K | 0.03% | −384−3.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,575 | $326.5K | 0.12% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 9,623 | $328.1K | 0.10% | +900+10.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,626 | $328.2K | 0.02% | +8,803+1,069.6% | Added |
| First Financial Bank - Trust Division | 9,628 | $328.3K | 0.03% | −2,763−22.3% | Reduced |
| Norway Savings Bank | 9,650 | $329.1K | 0.18% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 9,685 | $330.3K | 0.17% | −525−5.1% | Reduced |
| Forte Capital LLC | 9,714 | $331.2K | 0.05% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 9,750 | $332.5K | 0.09% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 9,750 | $332.5K | 0.31% | +9,750 | New |
| Schechter Investment Advisors, LLC | 9,797 | $334.1K | 0.03% | −1,050−9.7% | Reduced |
| Bayesian Capital Management, LP | 9,800 | $334.2K | 0.04% | +9,800 | New |
| Stokes Family Office, LLC | 9,815 | $334.7K | 0.04% | +432+4.6% | Added |
| West Branch Capital LLC | 9,828 | $335.1K | 0.17% | −907−8.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,832 | $335.3K | 0.04% | +13+0.1% | Added |
| Evergreen Capital Management LLC | 9,864 | $336.4K | 0.01% | +1,426+16.9% | Added |
| Estabrook Capital Management | 9,875 | $336.7K | 0.06% | −4,000−28.8% | Reduced |
| Curran Financial Partners, LLC | 9,890 | $337.2K | 0.15% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 9,890 | $339.6K | 0.02% | −269−2.6% | Reduced |
| Corton Capital Inc. | 9,993 | $340.8K | 0.16% | −5,418−35.2% | Reduced |
| Glen Eagle Advisors, LLC | 9,998 | $340.9K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10,026 | $341.9K | 0.06% | 00.0% | Unchanged |
| Graypoint LLC | 10,032 | $342.1K | 0.03% | +2,708+37.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 10,049 | $342.7K | 0.03% | −620−5.8% | Reduced |
| Farmers National Bank | 10,063 | $343.1K | 0.12% | +945+10.4% | Added |
| Pavion Blue Capital, LLC | 10,146 | $346.0K | 0.20% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 10,140 | $346.0K | 0.18% | −173,808−94.5% | Reduced |
| Lake Street Financial LLC | 10,166 | $346.7K | 0.06% | −798−7.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,200 | $347.8K | 0.08% | +400+4.1% | Added |
| Fidelis Capital Partners, LLC | 10,239 | $349.2K | 0.13% | +942+10.1% | Added |
| Woodward Diversified Capital, LLC | 10,245 | $349.4K | 0.26% | +10,245 | New |
| Comerica Securities,inc. | 10,280 | $350.5K | 0.02% | −445−4.1% | Reduced |
| David Loasby | 10,519 | $352.0K | 0.04% | +331+3.2% | Added |
| State of Wyoming | 10,348 | $352.9K | 0.10% | +3,640+54.3% | Added |
| Montag A & Associates Inc | 10,350 | $352.9K | 0.02% | +1,350+15.0% | Added |
| Park Edge Advisors, LLC | 10,368 | $353.5K | 0.12% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 10,387 | $354.2K | 0.05% | +371+3.7% | Added |
| Colonial Trust Advisors | 10,450 | $356.3K | 0.04% | −3,830−26.8% | Reduced |
| Kozak & Associates, Inc. | 10,387 | $356.7K | 0.14% | +34+0.3% | Added |
| Goelzer Investment Management, Inc. | 10,523 | $358.8K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 11,591 | $360.6K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 10,600 | $361.5K | 0.05% | +752+7.6% | Added |
| Connors Investor Services Inc | 10,685 | $364.0K | 0.04% | −500−4.5% | Reduced |
| Kinloch Capital, LLC | 10,692 | $364.6K | 0.22% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 10,703 | $365.0K | 0.24% | +10,703 | New |
| Harel Insurance Investments & Financial Services Ltd. | 10,770 | $365.0K | 0.01% | +9,100+544.9% | Added |
| CM Wealth Advisors LLC | 10,800 | $365.0K | 0.12% | 00.0% | Unchanged |
| Gradient Investments LLC | 10,705 | $365.0K | 0.01% | +90+0.8% | Added |
| Sound Income Strategies, LLC | 10,714 | $365.4K | 0.04% | +10.0% | Added |
| Dark Forest Capital Management LP | 10,716 | $365.4K | 0.04% | +10,716 | New |
| Diametric Capital, LP | 10,722 | $365.6K | 0.16% | +10,722 | New |
| Concord Wealth Partners | 10,731 | $365.9K | 0.08% | +2,177+25.5% | Added |
| United Bank | 10,785 | $367.8K | 0.05% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 10,814 | $369.0K | 0.04% | +10,814 | New |
| Kiley Juergens Wealth Management, LLC | 10,844 | $369.8K | 0.13% | −45−0.4% | Reduced |
| Boothbay Fund Management, LLC | 10,870 | $370.7K | 0.01% | +3,648+50.5% | Added |
| Paragon Wealth Strategies, LLC | 10,923 | $372.5K | 0.12% | −541−4.7% | Reduced |
| KCM Investment Advisors LLC | 10,924 | $372.5K | 0.01% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 10,933 | $372.8K | 0.18% | −267−2.4% | Reduced |
| Mather Group, LLC. | 10,946 | $373.2K | 0.01% | +10,946 | New |
| Financial Strategies Group, Inc. | 10,952 | $373.5K | 0.12% | +152+1.4% | Added |
| Garner Asset Management Corp | 10,960 | $374.0K | 0.22% | −8,040−42.3% | Reduced |
| NFJ Investment Group, LLC | 10,980 | $374.4K | 0.01% | +10,945+31,271.4% | Added |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $375.0K | 0.70% | +3,000+33.3% | Added |
| Tilt Investment Management Holdings, PBC | 11,050 | $376.8K | 0.25% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 11,055 | $377.0K | 0.27% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 11,056 | $377.0K | 0.08% | −500−4.3% | Reduced |
| Wedmont Private Capital | 11,246 | $378.2K | 0.04% | +2,044+22.2% | Added |
| Key Client Fiduciary Advisors, LLC | 11,096 | $378.4K | 0.22% | +396+3.7% | Added |
| Brighton Jones LLC | 11,100 | $378.5K | 0.02% | +11,100 | New |