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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 8,597 | $293.1K | 0.01% | +53+0.6% | Added |
| Consolidated Planning Corp | 8,573 | $292.3K | 0.06% | +8,573 | New |
| Riverwater Partners LLC | 8,552 | $291.6K | 0.26% | −548−6.0% | Reduced |
| Bullseye Investment Management, LLC | 8,521 | $290.6K | 0.21% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 8,510 | $290.2K | 0.06% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 8,500 | $289.9K | 0.13% | −151−1.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 8,500 | $289.9K | 0.07% | +8,500 | New |
| Norris Perne & French LLP | 8,486 | $289.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 8,466 | $288.7K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 8,463 | $288.6K | 0.08% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 8,586 | $288.6K | 0.14% | +8,586 | New |
| Borer Denton & Associates, Inc. | 8,439 | $287.8K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $286.4K | 0.16% | −1,440−14.6% | Reduced |
| Roberts Glore & Co Inc | 8,381 | $285.8K | 0.09% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 8,378 | $285.7K | 0.32% | +8,378 | New |
| Catalyst Financial Partners LLC | 8,367 | $285.3K | 0.10% | +52+0.6% | Added |
| Jackson Hole Capital Partners, LLC | 8,336 | $284.3K | 0.08% | +8,336 | New |
| Inspire Advisors, LLC | 8,331 | $284.1K | 0.05% | +548+7.0% | Added |
| CIC Wealth, LLC | 8,265 | $281.8K | 0.10% | +177+2.2% | Added |
| Tranquility Partners, LLC | 8,262 | $281.7K | 0.12% | +8,262 | New |
| Eudaimonia Partners, LLC | 8,244 | $281.1K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,237 | $280.8K | 0.04% | +688+9.1% | Added |
| Guidance Capital, Inc | 9,126 | $280.6K | 0.12% | +9,126 | New |
| Berger Financial Group, Inc | 8,228 | $280.6K | 0.03% | −347−4.0% | Reduced |
| CGC Financial Services, LLC | 8,218 | $280.2K | 0.18% | +8,218 | New |
| Charles Schwab Trust Co | 9,119 | $279.7K | 0.03% | −4,320−32.1% | Reduced |
| FSM Wealth Advisors, LLC | 8,252 | $278.7K | 0.14% | +1,244+17.8% | Added |
| Johnson Midwest Financial, LLC | 8,140 | $277.6K | 0.25% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,098 | $276.0K | 0.01% | −915−10.2% | Reduced |
| Sherbrooke Park Advisers LLC | 8,045 | $274.3K | 0.14% | −3,555−30.6% | Reduced |
| McClarren Financial Advisors, Inc. | 8,058 | $274.0K | 0.23% | 00.0% | Unchanged |
| Geller Advisors LLC | 8,011 | $273.2K | 0.03% | +8,011 | New |
| Court Place Advisors, LLC | 8,004 | $272.9K | 0.10% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,951 | $271.1K | 0.14% | −392−4.7% | Reduced |
| Crescent Grove Advisors, LLC | 7,951 | $271.1K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7,950 | $271.1K | 0.13% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 7,947 | $271.0K | 0.08% | −45−0.6% | Reduced |
| Exchange Bank | 7,933 | $270.5K | 0.26% | +7,933 | New |
| Pine Valley Investments Ltd Liability Co | 7,896 | $269.3K | 0.03% | +30.0% | Added |
| LMG Wealth Partners, LLC | 7,875 | $268.5K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,804 | $266.1K | 0.03% | −3,664−31.9% | Reduced |
| Broderick Brian C | 7,800 | $266.0K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 7,800 | $266.0K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,745 | $264.1K | 0.03% | +297+4.0% | Added |
| Southland Equity Partners LLC | 7,729 | $263.6K | 0.09% | +52+0.7% | Added |
| Holistic Financial Partners | 7,696 | $262.4K | 0.18% | −5,346−41.0% | Reduced |
| Legacy Financial Group, Inc. | 7,683 | $262.0K | 0.13% | +58+0.8% | Added |
| Clear Creek Financial Management, LLC | 7,669 | $261.5K | 0.05% | +483+6.7% | Added |
| Lifeworks Advisors, LLC | 7,647 | $260.8K | 0.11% | +7,647 | New |
| Compass Financial Group, INC | 7,646 | $260.7K | 0.08% | 00.0% | Unchanged |
| Thomasville National Bank | 7,605 | $259.3K | 0.02% | −25−0.3% | Reduced |
| Capital Square, LLC | 7,600 | $259.2K | 0.24% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,593 | $258.9K | 0.02% | +7,593 | New |
| Verdence Capital Advisors LLC | 7,587 | $258.7K | 0.03% | +26+0.3% | Added |
| Auxier Asset Management | 7,566 | $258.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,549 | $257.4K | 0.18% | −287−3.7% | Reduced |
| Rosenberg Matthew Hamilton | 7,536 | $257.0K | 0.09% | −648−7.9% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,521 | $256.5K | 0.06% | +7,521 | New |
| We Are One Seven, LLC | 7,517 | $256.3K | 0.02% | −6,407−46.0% | Reduced |
| Cozad Asset Management Inc | 7,509 | $256.1K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,500 | $255.8K | 0.06% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $255.8K | 0.25% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 7,494 | $255.5K | 0.20% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 7,487 | $255.3K | 0.09% | −96−1.3% | Reduced |
| 3Chopt Investment Partners, LLC | 7,478 | $255.0K | 0.13% | +7,478 | New |
| L2 Asset Management, LLC | 7,475 | $254.9K | 0.12% | +349+4.9% | Added |
| TrinityPoint Wealth, LLC | 7,469 | $254.7K | 0.05% | +10.0% | Added |
| EverSource Wealth Advisors, LLC | 7,467 | $254.6K | 0.03% | −460−5.8% | Reduced |
| Front Row Advisors LLC | 7,447 | $254.0K | 0.11% | −11−0.1% | Reduced |
| Zions Bancorporation, N.A. | 7,440 | $253.7K | 0.02% | +143+2.0% | Added |
| BSW Wealth Partners | 7,411 | $252.7K | 0.05% | −11−0.1% | Reduced |
| Carderock Capital Management Inc | 7,400 | $252.0K | 0.08% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7,450 | $252.0K | 0.13% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 7,386 | $251.9K | 0.02% | −1,500−16.9% | Reduced |
| Middleton & Co Inc | 7,375 | $251.5K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,366 | $251.2K | 0.14% | +7+0.1% | Added |
| Douglas Lane & Associates, LLC | 7,363 | $251.1K | 0.00% | −1,186−13.9% | Reduced |
| Bryn Mawr Trust Co | 7,281 | $249.0K | 0.01% | −325−4.3% | Reduced |
| Heritage Trust Co | 7,302 | $249.0K | 0.04% | −66−0.9% | Reduced |
| West Wealth Group, LLC | 7,298 | $248.9K | 0.11% | +24+0.3% | Added |
| HCR Wealth Advisors | 7,284 | $248.4K | 0.05% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 7,280 | $248.2K | 0.02% | +163+2.3% | Added |
| Quantamental Technologies LLC | 7,274 | $248.0K | 0.10% | −37,537−83.8% | Reduced |
| Spreng Capital Management, Inc. | 7,231 | $247.0K | 0.19% | −225−3.0% | Reduced |
| Family Management Corp | 7,221 | $246.2K | 0.05% | +7,221 | New |
| Foster Dykema Cabot & Co Inc | 7,200 | $246.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 7,206 | $245.7K | 0.03% | +330+4.8% | Added |
| Rock Point Advisors, LLC | 7,200 | $245.5K | 0.08% | 00.0% | Unchanged |
| Papp L Roy & Associates | 7,200 | $245.5K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $245.5K | 0.06% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,186 | $245.0K | 0.04% | −130−1.8% | Reduced |
| Fairhaven Wealth Management, LLC | 7,184 | $245.0K | 0.09% | +7,184 | New |
| Smith Anglin Financial, LLC | 7,182 | $244.9K | 0.03% | +321+4.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 7,177 | $244.7K | 0.14% | +30.0% | Added |
| American Trust | 7,164 | $244.3K | 0.02% | −270−3.6% | Reduced |
| Mutual Advisors, LLC | 7,132 | $243.2K | 0.01% | +351+5.2% | Added |
| SNS Financial Group, LLC | 7,117 | $242.7K | 0.03% | +124+1.8% | Added |
| Aspiriant, LLC | 7,092 | $241.8K | 0.01% | 00.0% | Unchanged |
| TFG Advisers LLC | 7,091 | $241.8K | 0.11% | −64−0.9% | Reduced |
| ICA Group Wealth Management, LLC | 7,084 | $241.6K | 0.06% | +1,778+33.5% | Added |