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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 17,748 | $605.2K | 0.03% | −137,055−88.5% | Reduced |
| Deseret Mutual Benefit Administrators | 17,859 | $609.0K | 0.24% | −602−3.3% | Reduced |
| Burt Wealth Advisors | 17,875 | $609.5K | 0.18% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,882 | $609.8K | 0.05% | +40.0% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $613.8K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 18,006 | $614.0K | 0.05% | +1,238+7.4% | Added |
| Daymark Wealth Partners, LLC | 18,102 | $617.3K | 0.05% | +18,102 | New |
| Patriot Financial Group Insurance Agency, LLC | 18,121 | $617.9K | 0.12% | +5,416+42.6% | Added |
| Hall Capital Management Co Inc | 18,223 | $621.4K | 0.35% | −74−0.4% | Reduced |
| Ledyard National Bank | 18,334 | $625.2K | 0.07% | −240−1.3% | Reduced |
| Portside Wealth Group, LLC | 18,340 | $625.4K | 0.12% | +18,340 | New |
| Appleton Partners Inc | 18,409 | $628.0K | 0.05% | −17,469−48.7% | Reduced |
| Duncker Streett & Co Inc | 18,502 | $630.9K | 0.14% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 18,982 | $632.1K | 0.63% | +77+0.4% | Added |
| E Fund Management Co., Ltd. | 18,578 | $634.0K | 0.05% | −3,709−16.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 18,615 | $634.8K | 0.09% | −4,970−21.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 18,670 | $636.7K | 0.09% | −368−1.9% | Reduced |
| Great Valley Advisor Group, Inc. | 18,745 | $639.4K | 0.03% | −32,902−63.7% | Reduced |
| MRP Capital Investments, LLC | 18,775 | $640.2K | 0.63% | −5,100−21.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,820 | $642.0K | 0.02% | −10,732−36.3% | Reduced |
| Gryphon Financial Partners LLC | 18,905 | $644.7K | 0.14% | −207−1.1% | Reduced |
| Levy Wealth Management Group, LLC | 18,950 | $646.2K | 0.19% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 18,963 | $646.6K | 0.18% | 00.0% | Unchanged |
| Navellier & Associates Inc | 19,000 | $647.9K | 0.13% | +11,500+153.3% | Added |
| Sandy Spring Bank | 19,027 | $648.8K | 0.03% | −300−1.6% | Reduced |
| Certified Advisory Corp | 19,042 | $649.3K | 0.12% | +44+0.2% | Added |
| Empire Financial Management Company, LLC | 19,226 | $655.6K | 0.26% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 19,295 | $658.0K | 0.03% | +741+4.0% | Added |
| Bristlecone Advisors, LLC | 19,349 | $659.8K | 0.07% | +284+1.5% | Added |
| Nwam LLC | 19,389 | $661.2K | 0.05% | +19,389 | New |
| Y-Intercept (Hong Kong) Ltd | 19,457 | $663.5K | 0.07% | −21,283−52.2% | Reduced |
| Csenge Advisory Group | 19,473 | $664.0K | 0.04% | +7,648+64.7% | Added |
| SlateStone Wealth, LLC | 19,511 | $665.0K | 0.12% | −94−0.5% | Reduced |
| Cito Capital Group, LLC | 19,494 | $665.0K | 0.30% | 00.0% | Unchanged |
| Hoylecohen, LLC | 19,667 | $670.6K | 0.06% | −630−3.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 19,684 | $671.2K | 0.23% | −145−0.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 19,713 | $672.2K | 0.32% | +713+3.8% | Added |
| Philadelphia Trust Co | 19,725 | $673.0K | 0.06% | −7,400−27.3% | Reduced |
| Integrated Investment Consultants, LLC | 19,824 | $676.0K | 0.21% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 19,854 | $677.0K | 0.11% | −119−0.6% | Reduced |
| Piscataqua Savings Bank | 19,884 | $677.8K | 0.56% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 19,892 | $678.3K | 0.08% | −1,555−7.3% | Reduced |
| Kapstone Financial Advisors LLC | 20,395 | $679.4K | 0.56% | 00.0% | Unchanged |
| Bornite Capital Management LP | 20,000 | $682.0K | 0.13% | −350,000−94.6% | Reduced |
| Boston Trust Walden Corp | 20,007 | $682.2K | 0.01% | +1,657+9.0% | Added |
| Douglass Winthrop Advisors, LLC | 20,216 | $689.4K | 0.02% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 20,294 | $692.0K | 0.14% | +203+1.0% | Added |
| Centaurus Financial, Inc. | 20,338 | $694.0K | 0.06% | +10,688+110.8% | Added |
| Tocqueville Asset Management L.P. | 20,390 | $695.3K | 0.01% | −400−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 20,396 | $695.5K | 0.10% | −1,588−7.2% | Reduced |
| RFG Advisory, LLC | 20,513 | $699.5K | 0.03% | +372+1.8% | Added |
| Salem Investment Counselors Inc | 20,529 | $700.0K | 0.03% | −10.0% | Reduced |
| Brown Brothers Harriman & Co | 20,731 | $706.9K | 0.01% | −2,066−9.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 20,734 | $707.0K | 0.02% | +1,402+7.3% | Added |
| Chicago Trust Co NA | 20,788 | $708.9K | 0.17% | −675−3.1% | Reduced |
| Clear Harbor Asset Management, LLC | 20,830 | $710.3K | 0.07% | +120+0.6% | Added |
| Brave Asset Management Inc | 20,862 | $711.4K | 0.21% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20,909 | $713.0K | 0.10% | +172+0.8% | Added |
| Intrepid Capital Management Inc | 20,978 | $715.4K | 0.50% | 00.0% | Unchanged |
| Cambridge Trust Co | 21,026 | $717.0K | 0.03% | −549−2.5% | Reduced |
| Change Path, LLC | 21,058 | $718.0K | 0.03% | +2,240+11.9% | Added |
| Massmutual Trust Co FSB | 21,085 | $719.0K | 0.03% | +1,604+8.2% | Added |
| Flagship Harbor Advisors, LLC | 21,131 | $720.6K | 0.06% | +62+0.3% | Added |
| Kenfarb & Co. | 21,250 | $724.4K | 0.63% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 21,281 | $725.7K | 0.06% | 00.0% | Unchanged |
| Lynch & Associates | 21,393 | $729.5K | 0.19% | −750−3.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 21,570 | $735.5K | 0.17% | +300+1.4% | Added |
| Lakeside Advisors, INC. | 21,600 | $736.6K | 0.54% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 21,713 | $740.4K | 0.82% | 00.0% | Unchanged |
| Horan Securities, Inc. | 21,931 | $747.8K | 0.32% | +5,527+33.7% | Added |
| Delta Investment Management, LLC | 21,984 | $749.6K | 0.21% | −241−1.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 21,999 | $750.0K | 0.33% | −27,519−55.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,065 | $752.0K | 0.04% | −2,151−8.9% | Reduced |
| Oakworth Capital, Inc. | 22,337 | $761.7K | 0.06% | +909+4.2% | Added |
| Rehmann Capital Advisory Group | 22,352 | $762.2K | 0.07% | +491+2.2% | Added |
| Welch & Forbes LLC | 22,362 | $762.5K | 0.01% | +37+0.2% | Added |
| Davidson Trust Co | 22,398 | $763.8K | 0.55% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 22,521 | $768.0K | 0.10% | −303−1.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 22,528 | $768.2K | 0.20% | −1,500−6.2% | Reduced |
| Arete Wealth Advisors, LLC | 22,548 | $769.0K | 0.07% | +22,548 | New |
| Moody National Bank Trust Division | 22,586 | $770.2K | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 22,588 | $770.3K | 0.47% | −929−4.0% | Reduced |
| Colonial Trust Co | 22,598 | $770.6K | 0.18% | −312−1.4% | Reduced |
| Sanders Morris Harris LLC | 22,500 | $772.6K | 0.17% | +22,500 | New |
| Moneta Group Investment Advisors LLC | 22,677 | $773.3K | 0.02% | −684−2.9% | Reduced |
| PFG Advisors | 22,681 | $773.4K | 0.06% | −107−0.5% | Reduced |
| TD Private Client Wealth LLC | 22,759 | $776.1K | 0.03% | +2,459+12.1% | Added |
| Edgemoor Investment Advisors, Inc. | 22,869 | $779.8K | 0.09% | 00.0% | Unchanged |
| Twin Capital Management Inc | 22,877 | $780.1K | 0.10% | −111−0.5% | Reduced |
| Virtue Capital Management, LLC | 23,313 | $789.6K | 0.13% | +5,229+28.9% | Added |
| Resonant Capital Advisors, LLC | 23,156 | $789.6K | 0.09% | +15,242+192.6% | Added |
| Brookstone Capital Management | 23,776 | $791.8K | 0.02% | +117+0.5% | Added |
| South State Corp. | 23,239 | $792.5K | 0.07% | −603−2.5% | Reduced |
| Pioneer Trust Bank N A | 23,385 | $797.4K | 0.23% | −27,000−53.6% | Reduced |
| Balentine LLC | 23,457 | $799.9K | 0.03% | +2,094+9.8% | Added |
| Connecticut Wealth Management, LLC | 23,485 | $800.8K | 0.06% | 00.0% | Unchanged |
| Washington Trust Bank | 23,532 | $802.4K | 0.08% | +1,200+5.4% | Added |
| WMS Partners, LLC | 23,561 | $803.4K | 0.06% | +37+0.2% | Added |
| Rossmore Private Capital | 23,655 | $806.6K | 0.12% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 23,764 | $810.4K | 0.78% | +1,255+5.6% | Added |