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 |
|---|---|---|---|---|---|
| Diametric Capital, LP | 10,722 | $365.6K | 0.16% | +10,722 | New |
| Dark Forest Capital Management LP | 10,716 | $365.4K | 0.04% | +10,716 | New |
| Sound Income Strategies, LLC | 10,714 | $365.4K | 0.04% | +10.0% | Added |
| Gradient Investments LLC | 10,705 | $365.0K | 0.01% | +90+0.8% | Added |
| CM Wealth Advisors LLC | 10,800 | $365.0K | 0.12% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 10,770 | $365.0K | 0.01% | +9,100+544.9% | Added |
| Fifth Third Wealth Advisors LLC | 10,703 | $365.0K | 0.24% | +10,703 | New |
| Kinloch Capital, LLC | 10,692 | $364.6K | 0.22% | 00.0% | Unchanged |
| Connors Investor Services Inc | 10,685 | $364.0K | 0.04% | −500−4.5% | Reduced |
| Angeles Wealth Management, LLC | 10,600 | $361.5K | 0.05% | +752+7.6% | Added |
| Strategic Financial Services, Inc, | 11,591 | $360.6K | 0.03% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 10,523 | $358.8K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10,387 | $356.7K | 0.14% | +34+0.3% | Added |
| Colonial Trust Advisors | 10,450 | $356.3K | 0.04% | −3,830−26.8% | Reduced |
| Proficio Capital Partners LLC | 10,387 | $354.2K | 0.05% | +371+3.7% | Added |
| Park Edge Advisors, LLC | 10,368 | $353.5K | 0.12% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,350 | $352.9K | 0.02% | +1,350+15.0% | Added |
| State of Wyoming | 10,348 | $352.9K | 0.10% | +3,640+54.3% | Added |
| David Loasby | 10,519 | $352.0K | 0.04% | +331+3.2% | Added |
| Comerica Securities,inc. | 10,280 | $350.5K | 0.02% | −445−4.1% | Reduced |
| Woodward Diversified Capital, LLC | 10,245 | $349.4K | 0.26% | +10,245 | New |
| Fidelis Capital Partners, LLC | 10,239 | $349.2K | 0.13% | +942+10.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,200 | $347.8K | 0.08% | +400+4.1% | Added |
| Lake Street Financial LLC | 10,166 | $346.7K | 0.06% | −798−7.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 10,140 | $346.0K | 0.18% | −173,808−94.5% | Reduced |
| Pavion Blue Capital, LLC | 10,146 | $346.0K | 0.20% | 00.0% | Unchanged |
| Farmers National Bank | 10,063 | $343.1K | 0.12% | +945+10.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 10,049 | $342.7K | 0.03% | −620−5.8% | Reduced |
| Graypoint LLC | 10,032 | $342.1K | 0.03% | +2,708+37.0% | Added |
| HHM Wealth Advisors, LLC | 10,026 | $341.9K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9,998 | $340.9K | 0.08% | 00.0% | Unchanged |
| Corton Capital Inc. | 9,993 | $340.8K | 0.16% | −5,418−35.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 9,890 | $339.6K | 0.02% | −269−2.6% | Reduced |
| Curran Financial Partners, LLC | 9,890 | $337.2K | 0.15% | 00.0% | Unchanged |
| Estabrook Capital Management | 9,875 | $336.7K | 0.06% | −4,000−28.8% | Reduced |
| Evergreen Capital Management LLC | 9,864 | $336.4K | 0.01% | +1,426+16.9% | Added |
| Cyndeo Wealth Partners, LLC | 9,832 | $335.3K | 0.04% | +13+0.1% | Added |
| West Branch Capital LLC | 9,828 | $335.1K | 0.17% | −907−8.4% | Reduced |
| Stokes Family Office, LLC | 9,815 | $334.7K | 0.04% | +432+4.6% | Added |
| Bayesian Capital Management, LP | 9,800 | $334.2K | 0.04% | +9,800 | New |
| Schechter Investment Advisors, LLC | 9,797 | $334.1K | 0.03% | −1,050−9.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 9,750 | $332.5K | 0.31% | +9,750 | New |
| Renaissance Investment Group LLC | 9,750 | $332.5K | 0.09% | 00.0% | Unchanged |
| Forte Capital LLC | 9,714 | $331.2K | 0.05% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 9,685 | $330.3K | 0.17% | −525−5.1% | Reduced |
| Norway Savings Bank | 9,650 | $329.1K | 0.18% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 9,628 | $328.3K | 0.03% | −2,763−22.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,626 | $328.2K | 0.02% | +8,803+1,069.6% | Added |
| Quadrant Private Wealth Management, LLC | 9,623 | $328.1K | 0.10% | +900+10.3% | Added |
| Oak Hill Wealth Advisors, LLC | 9,575 | $326.5K | 0.12% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 9,539 | $325.3K | 0.03% | −384−3.9% | Reduced |
| Summit Global Investments | 9,595 | $323.0K | 0.02% | +9,595 | New |
| TrueWealth Advisors, LLC | 9,420 | $321.2K | 0.13% | −248−2.6% | Reduced |
| Chronos Wealth Management, LLC | 9,420 | $321.2K | 0.22% | +70+0.7% | Added |
| Interchange Capital Partners, LLC | 9,417 | $321.1K | 0.25% | −112−1.2% | Reduced |
| Cullinan Associates Inc | 9,400 | $320.5K | 0.02% | −17,020−64.4% | Reduced |
| Day & Ennis, LLC | 9,391 | $320.2K | 0.12% | +1,459+18.4% | Added |
| Excalibur Management Corp | 9,386 | $320.1K | 0.16% | 00.0% | Unchanged |
| Allstate Corp | 9,362 | $319.2K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 9,358 | $319.1K | 0.01% | −3,024−24.4% | Reduced |
| Castle Wealth Management LLC | 9,343 | $318.6K | 0.22% | +77+0.8% | Added |
| RB Capital Management, LLC | 9,342 | $318.6K | 0.10% | +10.0% | Added |
| Ironwood Investment Counsel, LLC | 9,327 | $318.1K | 0.07% | +10.0% | Added |
| Sittner & Nelson, LLC | 9,322 | $317.9K | 0.17% | +12+0.1% | Added |
| Evermay Wealth Management LLC | 9,310 | $317.5K | 0.06% | −224−2.3% | Reduced |
| Perpetual Ltd | 9,301 | $317.2K | 0.00% | −2,864−23.5% | Reduced |
| Wealth Effects LLC | 9,246 | $315.3K | 0.14% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9,232 | $314.8K | 0.07% | −357−3.7% | Reduced |
| Crestwood Advisors Group LLC | 9,208 | $314.0K | 0.01% | −4,758−34.1% | Reduced |
| Echo Street Capital Management LLC | 9,197 | $313.6K | 0.00% | −121,817−93.0% | Reduced |
| Signet Financial Management, LLC | 9,197 | $313.6K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 9,183 | $313.1K | 0.09% | +5+0.1% | Added |
| Waldron Private Wealth LLC | 9,155 | $312.2K | 0.02% | +233+2.6% | Added |
| Valley National Advisers Inc | 9,103 | $312.0K | 0.05% | −222−2.4% | Reduced |
| Glassman Wealth Services | 9,122 | $311.1K | 0.05% | +270+3.1% | Added |
| Sage Private Wealth Group, LLC | 9,120 | $311.0K | 0.42% | 00.0% | Unchanged |
| First Command Bank | 9,071 | $309.3K | 0.03% | +820+9.9% | Added |
| First Command Financial Services, Inc. | 9,071 | $309.3K | 0.03% | +820+9.9% | Added |
| Austin Private Wealth, LLC | 9,068 | $309.2K | 0.04% | +9,068 | New |
| Covenant Partners, LLC | 9,043 | $308.4K | 0.11% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 9,031 | $308.0K | 0.09% | +9,031 | New |
| IVC Wealth Advisors LLC | 9,019 | $307.5K | 0.19% | −1,650−15.5% | Reduced |
| Berkshire Asset Management LLC | 9,009 | $307.2K | 0.02% | −60−0.7% | Reduced |
| First Pacific Advisors, LP | 9,000 | $306.9K | 0.00% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 8,996 | $306.8K | 0.01% | −952−9.6% | Reduced |
| IFG Advisors, LLC | 8,976 | $306.1K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,258 | $305.2K | 0.02% | −548−5.6% | Reduced |
| Empower Advisory Group, LLC | 8,947 | $305.1K | 0.00% | +77+0.9% | Added |
| Thompson Siegel & Walmsley LLC | 8,913 | $304.0K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 8,900 | $303.5K | 0.11% | −94−1.0% | Reduced |
| Lakeview Capital Partners, LLC | 8,885 | $303.0K | 0.06% | +859+10.7% | Added |
| PFG Investments, LLC | 8,830 | $301.1K | 0.05% | +175+2.0% | Added |
| Mattern Wealth Management LLC | 8,784 | $299.5K | 0.09% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 8,734 | $297.8K | 0.03% | +504+6.1% | Added |
| GTS Securities LLC | 8,727 | $297.6K | 0.01% | +8,727 | New |
| Credential Qtrade Securities Inc. | 8,698 | $296.6K | 0.02% | −384−4.2% | Reduced |
| Allred Capital Management, LLC | 8,686 | $296.2K | 0.15% | +7+0.1% | Added |
| Warren Street Wealth Advisors, LLC | 8,685 | $296.2K | 0.20% | +8,685 | New |
| Bridgeworth, LLC | 8,656 | $295.2K | 0.03% | +715+9.0% | Added |
| Westover Capital Advisors, LLC | 8,624 | $294.1K | 0.10% | +8,624 | New |