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 |
|---|---|---|---|---|---|
| Walker Asset Management, LLC | 17,112 | $583.5K | 0.48% | +10.0% | Added |
| NTV Asset Management LLC | 17,083 | $582.5K | 0.10% | +120+0.7% | Added |
| Crescent Sterling, Ltd. | 17,051 | $581.4K | 0.55% | +7,500+78.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,995 | $579.0K | 0.06% | −1,400−7.6% | Reduced |
| Lake Street Advisors Group, LLC | 16,981 | $579.0K | 0.03% | +539+3.3% | Added |
| Northeast Financial Consultants Inc | 16,943 | $577.8K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,936 | $577.5K | 0.02% | +1,674+11.0% | Added |
| Vestmark Advisory Solutions, Inc. | 16,883 | $575.7K | 0.02% | +1,468+9.5% | Added |
| First Commonwealth Financial Corp | 16,810 | $573.2K | 0.19% | +259+1.6% | Added |
| Tributary Capital Management, LLC | 16,800 | $572.9K | 0.05% | −400−2.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,711 | $569.8K | 0.05% | +1,625+10.8% | Added |
| Mystic Asset Management, Inc. | 16,633 | $567.2K | 0.30% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 16,526 | $563.5K | 0.02% | −5,823−26.1% | Reduced |
| Gilbert & Cook, Inc. | 16,507 | $562.9K | 0.09% | +16,507 | New |
| First Citizens Bank & Trust Co | 16,433 | $560.4K | 0.01% | +3,131+23.5% | Added |
| Tradewinds, LLC. | 16,428 | $560.2K | 0.33% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 16,394 | $559.0K | 0.16% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 16,351 | $557.6K | 0.03% | +679+4.3% | Added |
| Brandywine Oak Private Wealth LLC | 16,296 | $555.7K | 0.06% | 00.0% | Unchanged |
| Oak Thistle LLC | 16,287 | $555.4K | 0.29% | +16,287 | New |
| Moloney Securities Asset Management, LLC | 16,277 | $555.0K | 0.10% | +80+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 16,209 | $552.7K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,208 | $552.7K | 0.06% | −10,178−38.6% | Reduced |
| Invesco, LLC | 16,203 | $552.5K | 0.27% | +16,203 | New |
| Independent Financial Group, LLC | 16,188 | $552.0K | 0.04% | +2,932+22.1% | Added |
| Morningstar Investment Management LLC | 16,182 | $552.0K | 0.07% | +16,182 | New |
| Indiana Trust & Investment Management CO | 16,125 | $549.9K | 0.28% | 00.0% | Unchanged |
| Partners in Financial Planning | 16,116 | $549.6K | 0.14% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,113 | $549.5K | 0.02% | −1,023−6.0% | Reduced |
| Peachtree Investment Partners, LLC | 16,084 | $548.5K | 0.25% | +9+0.1% | Added |
| Waypoint Wealth Partners Inc. | 16,020 | $546.3K | 0.19% | 00.0% | Unchanged |
| Bailard, Inc. | 15,960 | $544.2K | 0.02% | +15,960 | New |
| McGlone Suttner Wealth Management, Inc. | 15,943 | $543.7K | 0.12% | +6,720+72.9% | Added |
| Nexus Investment Management ULC | 15,840 | $540.1K | 0.06% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 15,798 | $538.7K | 0.09% | −300−1.9% | Reduced |
| Smith, Salley & Associates | 15,703 | $535.5K | 0.04% | −100−0.6% | Reduced |
| Verus Capital Partners, LLC | 15,644 | $533.4K | 0.08% | −48−0.3% | Reduced |
| JGP Wealth Management, LLC | 15,555 | $530.4K | 0.09% | 00.0% | Unchanged |
| Platform Technology Partners | 15,670 | $529.2K | 0.25% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 15,480 | $527.9K | 0.12% | +120+0.8% | Added |
| Davis R M Inc | 15,430 | $526.0K | 0.01% | −557−3.5% | Reduced |
| Syverson Strege & Co | 15,378 | $524.4K | 0.22% | −4,879−24.1% | Reduced |
| Principle Wealth Partners LLC | 15,329 | $522.7K | 0.05% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 15,300 | $521.7K | 0.36% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,264 | $520.5K | 0.02% | −157−1.0% | Reduced |
| Secure Asset Management, LLC | 15,188 | $517.9K | 0.16% | +487+3.3% | Added |
| Everett Harris & Co | 15,176 | $517.5K | 0.01% | −282−1.8% | Reduced |
| Greylin Investment Mangement Inc | 15,083 | $514.3K | 0.09% | +6,053+67.0% | Added |
| Financial Architects, Inc | 15,062 | $513.6K | 0.08% | −396−2.6% | Reduced |
| CoreCap Advisors, LLC | 15,059 | $513.5K | 0.04% | +15,059 | New |
| NBT Bank N A | 15,018 | $512.1K | 0.07% | +341+2.3% | Added |
| LSV Asset Management | 15,000 | $512.0K | 0.00% | +15,000 | New |
| CFM Wealth Partners LLC | 15,002 | $511.6K | 0.12% | −193−1.3% | Reduced |
| Wolverine Asset Management LLC | 15,000 | $511.5K | 0.01% | −10,000−40.0% | Reduced |
| Altfest L J & Co Inc | 14,917 | $509.0K | 0.08% | +17+0.1% | Added |
| Evercore Wealth Management, LLC | 14,919 | $508.7K | 0.01% | −863−5.5% | Reduced |
| Viawealth, LLC | 14,899 | $508.1K | 0.38% | −25−0.2% | Reduced |
| Magnolia Capital Management Ltd | 14,895 | $508.0K | 0.46% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 14,864 | $506.9K | 0.08% | +6,067+69.0% | Added |
| Bangor Savings Bank | 14,836 | $505.9K | 0.06% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 16,406 | $504.5K | 0.12% | +4,874+42.3% | Added |
| Sentry Investment Management LLC | 14,787 | $504.0K | 0.19% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 14,771 | $503.7K | 0.10% | +19+0.1% | Added |
| Meritas Wealth Management, LLC | 14,715 | $501.8K | 0.38% | 00.0% | Unchanged |
| Choate Investment Advisors | 14,513 | $494.9K | 0.02% | +3,840+36.0% | Added |
| FDx Advisors, Inc. | 14,452 | $493.0K | 0.03% | +14,452 | New |
| Manchester Capital Management LLC | 14,419 | $491.7K | 0.07% | +26+0.2% | Added |
| FC Advisory LLC | 14,400 | $491.0K | 0.20% | 00.0% | Unchanged |
| Successful Portfolios LLC | 14,327 | $488.6K | 0.42% | −835−5.5% | Reduced |
| Summit Trail Advisors, LLC | 14,307 | $487.9K | 0.02% | +4,308+43.1% | Added |
| Mission Wealth Management, LP | 14,291 | $487.3K | 0.02% | +1,085+8.2% | Added |
| Relyea Zuckerberg Hanson LLC | 14,280 | $486.9K | 0.11% | +328+2.4% | Added |
| Becker Capital Management Inc | 14,221 | $484.9K | 0.02% | 00.0% | Unchanged |
| 1st Source Bank | 14,192 | $483.9K | 0.03% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 14,323 | $483.0K | 0.19% | +448+3.2% | Added |
| Baker Tilly Wealth Management, LLC | 14,095 | $480.6K | 0.05% | +1,125+8.7% | Added |
| Collective Family Office LLC | 14,092 | $480.5K | 0.19% | 00.0% | Unchanged |
| Marathon Capital Management | 14,048 | $479.0K | 0.12% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 14,022 | $478.2K | 0.10% | +14,022 | New |
| Raleigh Capital Management Inc. | 14,011 | $477.8K | 0.24% | +13,592+3,243.9% | Added |
| Bridgewater Advisors Inc. | 13,995 | $477.2K | 0.10% | +342+2.5% | Added |
| Harvey Investment Co LLC | 13,986 | $477.0K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,962 | $476.1K | 0.02% | −5,489−28.2% | Reduced |
| Triad Financial Advisors, Inc. | 13,846 | $472.1K | 0.19% | +20.0% | Added |
| Warren Averett Asset Management, LLC | 13,827 | $471.5K | 0.02% | +86+0.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 13,823 | $471.4K | 0.06% | +615+4.7% | Added |
| Mountain Pacific Investment Advisers Inc | 13,800 | $470.6K | 0.03% | 00.0% | Unchanged |
| SRB Corp | 13,796 | $470.4K | 0.03% | +1,972+16.7% | Added |
| Avantax Planning Partners, Inc. | 13,794 | $470.4K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 13,729 | $468.2K | 0.02% | −3,999−22.6% | Reduced |
| First National Trust Co | 13,727 | $468.1K | 0.02% | +262+1.9% | Added |
| IFG Advisory, LLC | 13,722 | $467.9K | 0.04% | +8+0.1% | Added |
| Capital Asset Advisory Services LLC | 13,909 | $467.7K | 0.03% | +3,043+28.0% | Added |
| 180 Wealth Advisors, LLC | 13,619 | $467.7K | 0.10% | −56−0.4% | Reduced |
| Shorepoint Capital Partners LLC | 13,650 | $465.5K | 0.13% | −1,080−7.3% | Reduced |
| Eagle Asset Management Inc | 13,636 | $465.0K | 0.00% | +4,744+53.4% | Added |
| Northwest Bancshares, Inc. | 13,451 | $458.7K | 0.08% | −500−3.6% | Reduced |
| Holderness Investments Co | 13,372 | $456.0K | 0.17% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,337 | $454.8K | 0.00% | −724−5.1% | Reduced |
| Level Four Advisory Services, LLC | 13,331 | $454.6K | 0.03% | −294−2.2% | Reduced |