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 |
|---|---|---|---|---|---|
| Marion Wealth Management | 11,100 | $378.5K | 0.13% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $378.5K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,103 | $378.6K | 0.01% | +66+0.6% | Added |
| Westmount Partners, LLC | 11,127 | $379.4K | 0.17% | −515−4.4% | Reduced |
| TriaGen Wealth Management LLC | 11,224 | $382.7K | 0.18% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $384.9K | 0.07% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $385.0K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,332 | $386.4K | 0.07% | +48+0.4% | Added |
| Acute Investment Advisory, LLC | 11,337 | $386.6K | 0.23% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 11,339 | $386.7K | 0.18% | −2,499−18.1% | Reduced |
| Tufton Capital Management | 11,340 | $386.7K | 0.08% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $387.0K | 0.16% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,386 | $388.3K | 0.05% | +36+0.3% | Added |
| Shufro Rose & Co LLC | 11,400 | $388.7K | 0.04% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $389.0K | 0.06% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,408 | $389.0K | 0.06% | +11,408 | New |
| Girard Partners Ltd. | 11,434 | $389.9K | 0.04% | −378−3.2% | Reduced |
| First Capital Advisors Group, LLC. | 11,451 | $390.5K | 0.20% | −607−5.0% | Reduced |
| Bank of Hawaii | 11,472 | $391.2K | 0.02% | −1,356−10.6% | Reduced |
| SkyView Investment Advisors, LLC | 11,492 | $392.0K | 0.10% | −26,370−69.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $392.8K | 0.14% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 11,539 | $393.5K | 0.08% | +33+0.3% | Added |
| Dakota Wealth Management | 11,559 | $394.2K | 0.02% | +2,929+33.9% | Added |
| Barry Investment Advisors, LLC | 11,711 | $399.4K | 0.13% | +40+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $400.7K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,841 | $404.0K | 0.26% | +141+1.2% | Added |
| Mayflower Financial Advisors, LLC | 11,857 | $404.3K | 0.05% | +46+0.4% | Added |
| Desjardins Global Asset Management Inc. | 11,873 | $404.5K | 0.05% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 11,894 | $405.6K | 0.30% | −1,122−8.6% | Reduced |
| Harbor Group, Inc. | 11,902 | $405.9K | 0.22% | +8+0.1% | Added |
| Courier Capital LLC | 11,907 | $406.0K | 0.03% | −9,000−43.0% | Reduced |
| Harvest Fund Management Co., Ltd | 11,960 | $407.0K | 0.08% | +4,589+62.3% | Added |
| Global Retirement Partners, LLC | 11,983 | $408.6K | 0.02% | +1,008+9.2% | Added |
| KCS Wealth Advisory | 11,993 | $409.0K | 0.14% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,998 | $409.1K | 0.08% | −28−0.2% | Reduced |
| Argyle Capital Management Inc. | 12,000 | $409.2K | 0.15% | −10,572−46.8% | Reduced |
| Johnson Financial Group, Inc. | 12,013 | $409.6K | 0.03% | −2,100−14.9% | Reduced |
| CWA Asset Management Group, LLC | 12,019 | $409.9K | 0.03% | −16−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 12,067 | $411.5K | 0.00% | −36−0.3% | Reduced |
| Meridian Wealth Management, LLC | 12,094 | $412.4K | 0.03% | −149−1.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 12,101 | $412.6K | 0.12% | −1,120−8.5% | Reduced |
| Financial Advocates Investment Management | 12,102 | $412.7K | 0.03% | +351+3.0% | Added |
| Fagan Associates, Inc. | 12,131 | $413.7K | 0.10% | 00.0% | Unchanged |
| Strategic Equity Management | 12,141 | $414.0K | 0.14% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 12,300 | $415.0K | 0.19% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,173 | $415.1K | 0.29% | +299+2.5% | Added |
| Continental Investors Services, Inc. | 12,326 | $415.5K | 0.49% | +12,326 | New |
| Formidable Asset Management, LLC | 12,235 | $417.0K | 0.09% | 00.0% | Unchanged |
| Alpha Family Trust | 12,270 | $418.4K | 0.29% | 00.0% | Unchanged |
| St Germain D J Co Inc | 12,296 | $419.3K | 0.02% | +12,296 | New |
| Burke & Herbert Bank & Trust Co | 12,345 | $421.0K | 0.29% | −3,053−19.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 12,390 | $422.0K | 0.19% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 12,433 | $424.0K | 0.13% | 00.0% | Unchanged |
| AMG National Trust Bank | 12,435 | $424.0K | 0.01% | −98,401−88.8% | Reduced |
| Imprint Wealth LLC | 12,470 | $424.7K | 0.27% | +152+1.2% | Added |
| Continuum Advisory, LLC | 12,472 | $425.3K | 0.07% | +1,682+15.6% | Added |
| Unigestion Holding SA | 12,597 | $426.7K | 0.02% | −2,067−14.1% | Reduced |
| Founders Financial Alliance, LLC | 12,598 | $429.6K | 0.17% | +1,811+16.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $429.7K | 0.13% | 00.0% | Unchanged |
| Hendley & Co Inc | 12,610 | $430.0K | 0.18% | +1,585+14.4% | Added |
| Trustmark National Bank Trust Department | 12,610 | $430.0K | 0.04% | −665−5.0% | Reduced |
| Armstrong Advisory Group, Inc | 12,627 | $430.6K | 0.05% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 12,712 | $433.5K | 0.05% | +21+0.2% | Added |
| Cornerstone Wealth Management, LLC | 12,727 | $434.0K | 0.04% | +5,369+73.0% | Added |
| Bigelow Investment Advisors, LLC | 12,754 | $434.9K | 0.24% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,787 | $436.0K | 0.10% | +8,472+196.3% | Added |
| Maven Securities LTD | 12,796 | $436.3K | 0.06% | +12,796 | New |
| Sepio Capital, LP | 12,840 | $437.9K | 0.04% | +77+0.6% | Added |
| King Luther Capital Management Corp | 12,903 | $440.0K | 0.00% | +775+6.4% | Added |
| Gables Capital Management Inc. | 12,950 | $441.6K | 0.29% | −500−3.7% | Reduced |
| STF Management LP | 12,959 | $441.9K | 0.48% | −10,822−45.5% | Reduced |
| McLean Asset Management Corp | 12,999 | $443.3K | 0.17% | −187−1.4% | Reduced |
| RCS Financial Planning, LLC | 13,049 | $445.0K | 0.37% | −11−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 13,049 | $445.0K | 0.03% | +981+8.1% | Added |
| Oliver Luxxe Assets LLC | 13,080 | $446.0K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 13,171 | $448.0K | 0.01% | +13,059+11,659.8% | Added |
| J.W. Cole Advisors, Inc. | 13,211 | $450.5K | 0.03% | +2,154+19.5% | Added |
| Horizon Investments, LLC | 13,220 | $450.8K | 0.01% | +2,143+19.3% | Added |
| Money Concepts Capital Corp | 13,295 | $453.4K | 0.05% | −351−2.6% | Reduced |
| Central Trust Co | 13,309 | $453.8K | 0.01% | +1,800+15.6% | Added |
| Federated Hermes, Inc. | 13,324 | $454.3K | 0.00% | −27,802−67.6% | Reduced |
| Level Four Advisory Services, LLC | 13,331 | $454.6K | 0.03% | −294−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,337 | $454.8K | 0.00% | −724−5.1% | Reduced |
| Holderness Investments Co | 13,372 | $456.0K | 0.17% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 13,451 | $458.7K | 0.08% | −500−3.6% | Reduced |
| Eagle Asset Management Inc | 13,636 | $465.0K | 0.00% | +4,744+53.4% | Added |
| Shorepoint Capital Partners LLC | 13,650 | $465.5K | 0.13% | −1,080−7.3% | Reduced |
| 180 Wealth Advisors, LLC | 13,619 | $467.7K | 0.10% | −56−0.4% | Reduced |
| Capital Asset Advisory Services LLC | 13,909 | $467.7K | 0.03% | +3,043+28.0% | Added |
| IFG Advisory, LLC | 13,722 | $467.9K | 0.04% | +8+0.1% | Added |
| First National Trust Co | 13,727 | $468.1K | 0.02% | +262+1.9% | Added |
| FineMark National Bank & Trust | 13,729 | $468.2K | 0.02% | −3,999−22.6% | Reduced |
| Avantax Planning Partners, Inc. | 13,794 | $470.4K | 0.02% | 00.0% | Unchanged |
| SRB Corp | 13,796 | $470.4K | 0.03% | +1,972+16.7% | Added |
| Mountain Pacific Investment Advisers Inc | 13,800 | $470.6K | 0.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 13,823 | $471.4K | 0.06% | +615+4.7% | Added |
| Warren Averett Asset Management, LLC | 13,827 | $471.5K | 0.02% | +86+0.6% | Added |
| Triad Financial Advisors, Inc. | 13,846 | $472.1K | 0.19% | +20.0% | Added |
| HBK Sorce Advisory LLC | 13,962 | $476.1K | 0.02% | −5,489−28.2% | Reduced |
| Harvey Investment Co LLC | 13,986 | $477.0K | 0.06% | 00.0% | Unchanged |