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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 13,324 | $454.3K | 0.00% | −27,802−67.6% | Reduced |
| Central Trust Co | 13,309 | $453.8K | 0.01% | +1,800+15.6% | Added |
| Money Concepts Capital Corp | 13,295 | $453.4K | 0.05% | −351−2.6% | Reduced |
| Horizon Investments, LLC | 13,220 | $450.8K | 0.01% | +2,143+19.3% | Added |
| J.W. Cole Advisors, Inc. | 13,211 | $450.5K | 0.03% | +2,154+19.5% | Added |
| Penserra Capital Management LLC | 13,171 | $448.0K | 0.01% | +13,059+11,659.8% | Added |
| Oliver Luxxe Assets LLC | 13,080 | $446.0K | 0.11% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,049 | $445.0K | 0.03% | +981+8.1% | Added |
| RCS Financial Planning, LLC | 13,049 | $445.0K | 0.37% | −11−0.1% | Reduced |
| McLean Asset Management Corp | 12,999 | $443.3K | 0.17% | −187−1.4% | Reduced |
| STF Management LP | 12,959 | $441.9K | 0.48% | −10,822−45.5% | Reduced |
| Gables Capital Management Inc. | 12,950 | $441.6K | 0.29% | −500−3.7% | Reduced |
| King Luther Capital Management Corp | 12,903 | $440.0K | 0.00% | +775+6.4% | Added |
| Sepio Capital, LP | 12,840 | $437.9K | 0.04% | +77+0.6% | Added |
| Maven Securities LTD | 12,796 | $436.3K | 0.06% | +12,796 | New |
| Benjamin Edwards Inc | 12,787 | $436.0K | 0.10% | +8,472+196.3% | Added |
| Bigelow Investment Advisors, LLC | 12,754 | $434.9K | 0.24% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 12,727 | $434.0K | 0.04% | +5,369+73.0% | Added |
| Soltis Investment Advisors LLC | 12,712 | $433.5K | 0.05% | +21+0.2% | Added |
| Armstrong Advisory Group, Inc | 12,627 | $430.6K | 0.05% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 12,610 | $430.0K | 0.04% | −665−5.0% | Reduced |
| Hendley & Co Inc | 12,610 | $430.0K | 0.18% | +1,585+14.4% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $429.7K | 0.13% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,598 | $429.6K | 0.17% | +1,811+16.8% | Added |
| Unigestion Holding SA | 12,597 | $426.7K | 0.02% | −2,067−14.1% | Reduced |
| Continuum Advisory, LLC | 12,472 | $425.3K | 0.07% | +1,682+15.6% | Added |
| Imprint Wealth LLC | 12,470 | $424.7K | 0.27% | +152+1.2% | Added |
| AMG National Trust Bank | 12,435 | $424.0K | 0.01% | −98,401−88.8% | Reduced |
| Black Diamond Financial, LLC | 12,433 | $424.0K | 0.13% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 12,390 | $422.0K | 0.19% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 12,345 | $421.0K | 0.29% | −3,053−19.8% | Reduced |
| St Germain D J Co Inc | 12,296 | $419.3K | 0.02% | +12,296 | New |
| Alpha Family Trust | 12,270 | $418.4K | 0.29% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,235 | $417.0K | 0.09% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 12,326 | $415.5K | 0.49% | +12,326 | New |
| Latitude Advisors, LLC | 12,173 | $415.1K | 0.29% | +299+2.5% | Added |
| Financial Network Wealth Management LLC | 12,300 | $415.0K | 0.19% | 00.0% | Unchanged |
| Strategic Equity Management | 12,141 | $414.0K | 0.14% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 12,131 | $413.7K | 0.10% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 12,102 | $412.7K | 0.03% | +351+3.0% | Added |
| Cutter & CO Brokerage, Inc. | 12,101 | $412.6K | 0.12% | −1,120−8.5% | Reduced |
| Meridian Wealth Management, LLC | 12,094 | $412.4K | 0.03% | −149−1.2% | Reduced |
| Epoch Investment Partners, Inc. | 12,067 | $411.5K | 0.00% | −36−0.3% | Reduced |
| CWA Asset Management Group, LLC | 12,019 | $409.9K | 0.03% | −16−0.1% | Reduced |
| Johnson Financial Group, Inc. | 12,013 | $409.6K | 0.03% | −2,100−14.9% | Reduced |
| Argyle Capital Management Inc. | 12,000 | $409.2K | 0.15% | −10,572−46.8% | Reduced |
| Souders Financial Advisors | 11,998 | $409.1K | 0.08% | −28−0.2% | Reduced |
| KCS Wealth Advisory | 11,993 | $409.0K | 0.14% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11,983 | $408.6K | 0.02% | +1,008+9.2% | Added |
| Harvest Fund Management Co., Ltd | 11,960 | $407.0K | 0.08% | +4,589+62.3% | Added |
| Courier Capital LLC | 11,907 | $406.0K | 0.03% | −9,000−43.0% | Reduced |
| Harbor Group, Inc. | 11,902 | $405.9K | 0.22% | +8+0.1% | Added |
| V-Square Quantitative Management LLC | 11,894 | $405.6K | 0.30% | −1,122−8.6% | Reduced |
| Desjardins Global Asset Management Inc. | 11,873 | $404.5K | 0.05% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,857 | $404.3K | 0.05% | +46+0.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,841 | $404.0K | 0.26% | +141+1.2% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $400.7K | 0.04% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,711 | $399.4K | 0.13% | +40+0.3% | Added |
| Dakota Wealth Management | 11,559 | $394.2K | 0.02% | +2,929+33.9% | Added |
| Confluence Wealth Services, Inc. | 11,539 | $393.5K | 0.08% | +33+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 11,520 | $392.8K | 0.14% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 11,492 | $392.0K | 0.10% | −26,370−69.6% | Reduced |
| Bank of Hawaii | 11,472 | $391.2K | 0.02% | −1,356−10.6% | Reduced |
| First Capital Advisors Group, LLC. | 11,451 | $390.5K | 0.20% | −607−5.0% | Reduced |
| Girard Partners Ltd. | 11,434 | $389.9K | 0.04% | −378−3.2% | Reduced |
| 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 |
| Shufro Rose & Co LLC | 11,400 | $388.7K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,386 | $388.3K | 0.05% | +36+0.3% | Added |
| Kaydan Wealth Management, Inc. | 11,349 | $387.0K | 0.16% | 00.0% | Unchanged |
| Tufton Capital Management | 11,340 | $386.7K | 0.08% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 11,339 | $386.7K | 0.18% | −2,499−18.1% | Reduced |
| Acute Investment Advisory, LLC | 11,337 | $386.6K | 0.23% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,332 | $386.4K | 0.07% | +48+0.4% | Added |
| Financial Advisors, LLC | 11,289 | $385.0K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $384.9K | 0.07% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 11,224 | $382.7K | 0.18% | 00.0% | Unchanged |
| Westmount Partners, LLC | 11,127 | $379.4K | 0.17% | −515−4.4% | Reduced |
| Merit Financial Group, LLC | 11,103 | $378.6K | 0.01% | +66+0.6% | Added |
| 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 |
| Brighton Jones LLC | 11,100 | $378.5K | 0.02% | +11,100 | New |
| Key Client Fiduciary Advisors, LLC | 11,096 | $378.4K | 0.22% | +396+3.7% | Added |
| Wedmont Private Capital | 11,246 | $378.2K | 0.04% | +2,044+22.2% | Added |
| WNY Asset Management, LLC | 11,056 | $377.0K | 0.08% | −500−4.3% | Reduced |
| ELCO Management Co., LLC | 11,055 | $377.0K | 0.27% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 11,050 | $376.8K | 0.25% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 12,000 | $375.0K | 0.70% | +3,000+33.3% | Added |
| NFJ Investment Group, LLC | 10,980 | $374.4K | 0.01% | +10,945+31,271.4% | Added |
| Garner Asset Management Corp | 10,960 | $374.0K | 0.22% | −8,040−42.3% | Reduced |
| Financial Strategies Group, Inc. | 10,952 | $373.5K | 0.12% | +152+1.4% | Added |
| Mather Group, LLC. | 10,946 | $373.2K | 0.01% | +10,946 | New |
| Beech Hill Advisors, Inc. | 10,933 | $372.8K | 0.18% | −267−2.4% | Reduced |
| KCM Investment Advisors LLC | 10,924 | $372.5K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 10,923 | $372.5K | 0.12% | −541−4.7% | Reduced |
| Boothbay Fund Management, LLC | 10,870 | $370.7K | 0.01% | +3,648+50.5% | Added |
| Kiley Juergens Wealth Management, LLC | 10,844 | $369.8K | 0.13% | −45−0.4% | Reduced |
| WCG Wealth Advisors LLC | 10,814 | $369.0K | 0.04% | +10,814 | New |
| United Bank | 10,785 | $367.8K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 10,731 | $365.9K | 0.08% | +2,177+25.5% | Added |