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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 13,995 | $477.2K | 0.10% | +342+2.5% | Added |
| Raleigh Capital Management Inc. | 14,011 | $477.8K | 0.24% | +13,592+3,243.9% | Added |
| Sendero Wealth Management, LLC | 14,022 | $478.2K | 0.10% | +14,022 | New |
| Marathon Capital Management | 14,048 | $479.0K | 0.12% | 00.0% | Unchanged |
| Collective Family Office LLC | 14,092 | $480.5K | 0.19% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 14,095 | $480.6K | 0.05% | +1,125+8.7% | Added |
| Astoria Portfolio Advisors LLC. | 14,323 | $483.0K | 0.19% | +448+3.2% | Added |
| 1st Source Bank | 14,192 | $483.9K | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 14,221 | $484.9K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 14,280 | $486.9K | 0.11% | +328+2.4% | Added |
| Mission Wealth Management, LP | 14,291 | $487.3K | 0.02% | +1,085+8.2% | Added |
| Summit Trail Advisors, LLC | 14,307 | $487.9K | 0.02% | +4,308+43.1% | Added |
| Successful Portfolios LLC | 14,327 | $488.6K | 0.42% | −835−5.5% | Reduced |
| FC Advisory LLC | 14,400 | $491.0K | 0.20% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14,419 | $491.7K | 0.07% | +26+0.2% | Added |
| FDx Advisors, Inc. | 14,452 | $493.0K | 0.03% | +14,452 | New |
| Choate Investment Advisors | 14,513 | $494.9K | 0.02% | +3,840+36.0% | Added |
| Meritas Wealth Management, LLC | 14,715 | $501.8K | 0.38% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 14,771 | $503.7K | 0.10% | +19+0.1% | Added |
| Sentry Investment Management LLC | 14,787 | $504.0K | 0.19% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 16,406 | $504.5K | 0.12% | +4,874+42.3% | Added |
| Bangor Savings Bank | 14,836 | $505.9K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 14,864 | $506.9K | 0.08% | +6,067+69.0% | Added |
| Magnolia Capital Management Ltd | 14,895 | $508.0K | 0.46% | 00.0% | Unchanged |
| Viawealth, LLC | 14,899 | $508.1K | 0.38% | −25−0.2% | Reduced |
| Evercore Wealth Management, LLC | 14,919 | $508.7K | 0.01% | −863−5.5% | Reduced |
| Altfest L J & Co Inc | 14,917 | $509.0K | 0.08% | +17+0.1% | Added |
| Wolverine Asset Management LLC | 15,000 | $511.5K | 0.01% | −10,000−40.0% | Reduced |
| CFM Wealth Partners LLC | 15,002 | $511.6K | 0.12% | −193−1.3% | Reduced |
| LSV Asset Management | 15,000 | $512.0K | 0.00% | +15,000 | New |
| NBT Bank N A | 15,018 | $512.1K | 0.07% | +341+2.3% | Added |
| CoreCap Advisors, LLC | 15,059 | $513.5K | 0.04% | +15,059 | New |
| Financial Architects, Inc | 15,062 | $513.6K | 0.08% | −396−2.6% | Reduced |
| Greylin Investment Mangement Inc | 15,083 | $514.3K | 0.09% | +6,053+67.0% | Added |
| Everett Harris & Co | 15,176 | $517.5K | 0.01% | −282−1.8% | Reduced |
| Secure Asset Management, LLC | 15,188 | $517.9K | 0.16% | +487+3.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,264 | $520.5K | 0.02% | −157−1.0% | Reduced |
| NCM Capital Management, LLC | 15,300 | $521.7K | 0.36% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 15,329 | $522.7K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 15,378 | $524.4K | 0.22% | −4,879−24.1% | Reduced |
| Davis R M Inc | 15,430 | $526.0K | 0.01% | −557−3.5% | Reduced |
| FRG Family Wealth Advisors LLC | 15,480 | $527.9K | 0.12% | +120+0.8% | Added |
| Platform Technology Partners | 15,670 | $529.2K | 0.25% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 15,555 | $530.4K | 0.09% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 15,644 | $533.4K | 0.08% | −48−0.3% | Reduced |
| Smith, Salley & Associates | 15,703 | $535.5K | 0.04% | −100−0.6% | Reduced |
| Alpha Omega Wealth Management LLC | 15,798 | $538.7K | 0.09% | −300−1.9% | Reduced |
| Nexus Investment Management ULC | 15,840 | $540.1K | 0.06% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 15,943 | $543.7K | 0.12% | +6,720+72.9% | Added |
| Bailard, Inc. | 15,960 | $544.2K | 0.02% | +15,960 | New |
| Waypoint Wealth Partners Inc. | 16,020 | $546.3K | 0.19% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 16,084 | $548.5K | 0.25% | +9+0.1% | Added |
| RSM US Wealth Management LLC | 16,113 | $549.5K | 0.02% | −1,023−6.0% | Reduced |
| Partners in Financial Planning | 16,116 | $549.6K | 0.14% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 16,125 | $549.9K | 0.28% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 16,182 | $552.0K | 0.07% | +16,182 | New |
| Independent Financial Group, LLC | 16,188 | $552.0K | 0.04% | +2,932+22.1% | Added |
| Invesco, LLC | 16,203 | $552.5K | 0.27% | +16,203 | New |
| Koshinski Asset Management, Inc. | 16,208 | $552.7K | 0.06% | −10,178−38.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 16,209 | $552.7K | 0.04% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 16,277 | $555.0K | 0.10% | +80+0.5% | Added |
| Oak Thistle LLC | 16,287 | $555.4K | 0.29% | +16,287 | New |
| Brandywine Oak Private Wealth LLC | 16,296 | $555.7K | 0.06% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 16,351 | $557.6K | 0.03% | +679+4.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 16,394 | $559.0K | 0.16% | 00.0% | Unchanged |
| Tradewinds, LLC. | 16,428 | $560.2K | 0.33% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 16,433 | $560.4K | 0.01% | +3,131+23.5% | Added |
| Gilbert & Cook, Inc. | 16,507 | $562.9K | 0.09% | +16,507 | New |
| Flputnam Investment Management Co | 16,526 | $563.5K | 0.02% | −5,823−26.1% | Reduced |
| Mystic Asset Management, Inc. | 16,633 | $567.2K | 0.30% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 16,711 | $569.8K | 0.05% | +1,625+10.8% | Added |
| Tributary Capital Management, LLC | 16,800 | $572.9K | 0.05% | −400−2.3% | Reduced |
| First Commonwealth Financial Corp | 16,810 | $573.2K | 0.19% | +259+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 16,883 | $575.7K | 0.02% | +1,468+9.5% | Added |
| Parallel Advisors, LLC | 16,936 | $577.5K | 0.02% | +1,674+11.0% | Added |
| Northeast Financial Consultants Inc | 16,943 | $577.8K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 16,981 | $579.0K | 0.03% | +539+3.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,995 | $579.0K | 0.06% | −1,400−7.6% | Reduced |
| Crescent Sterling, Ltd. | 17,051 | $581.4K | 0.55% | +7,500+78.5% | Added |
| NTV Asset Management LLC | 17,083 | $582.5K | 0.10% | +120+0.7% | Added |
| Walker Asset Management, LLC | 17,112 | $583.5K | 0.48% | +10.0% | Added |
| Conning Inc. | 17,129 | $584.1K | 0.02% | −2,250−11.6% | Reduced |
| Empowered Funds, LLC | 17,162 | $585.2K | 0.02% | +6,540+61.6% | Added |
| EA Series Trust | 17,162 | $585.2K | 0.02% | +17,162 | New |
| Rede Wealth, LLC | 17,184 | $586.0K | 0.28% | −389−2.2% | Reduced |
| Ullmann Financial Group, Inc. | 17,233 | $587.6K | 0.12% | +10+0.1% | Added |
| Guyasuta Investment Advisors Inc | 17,250 | $588.2K | 0.04% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 17,251 | $588.3K | 0.02% | +30.0% | Added |
| Royal Fund Management, LLC | 17,310 | $590.3K | 0.08% | −1,718−9.0% | Reduced |
| First Horizon Advisors, Inc. | 17,390 | $593.0K | 0.02% | −32,224−64.9% | Reduced |
| Investors Asset Management of Georgia Inc | 17,395 | $593.2K | 0.31% | +25+0.1% | Added |
| Cobblestone Capital Advisors LLC | 17,430 | $594.4K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 17,620 | $596.8K | 0.01% | +17,620 | New |
| High Net Worth Advisory Group LLC | 17,503 | $596.9K | 0.23% | +103+0.6% | Added |
| Traphagen Investment Advisors LLC | 17,536 | $598.0K | 0.08% | +80.0% | Added |
| Parkside Financial Bank & Trust | 17,615 | $600.7K | 0.14% | −12−0.1% | Reduced |
| Thomas White International Ltd | 17,639 | $601.5K | 0.13% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,708 | $603.8K | 0.05% | +561+3.3% | Added |
| Whitener Capital Management, Inc. | 17,723 | $604.3K | 0.23% | −149−0.8% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $604.6K | 0.13% | 00.0% | Unchanged |