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 |
|---|---|---|---|---|---|
| American Institute for Advanced Investment Management, LLP | 7,070 | $241.1K | 0.21% | +7,070 | New |
| Hazlett, Burt & Watson, Inc. | 7,052 | $241.0K | 0.18% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,062 | $240.8K | 0.02% | +7,062 | New |
| Patten & Patten Inc | 7,060 | $240.7K | 0.02% | +7,060 | New |
| Fortress Wealth Group, LLC | 7,555 | $240.1K | 0.15% | +7,555 | New |
| Kendall Capital Management | 7,044 | $240.0K | 0.11% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,033 | $239.8K | 0.05% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,020 | $239.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7,014 | $239.2K | 0.04% | +155+2.3% | Added |
| StrategIQ Financial Group, LLC | 6,985 | $238.2K | 0.03% | +6,985 | New |
| Lowell Blake & Associates Inc. | 6,981 | $238.1K | 0.07% | 00.0% | Unchanged |
| White Pine Capital LLC | 6,950 | $237.0K | 0.09% | −192−2.7% | Reduced |
| Defender Capital, LLC. | 6,938 | $236.6K | 0.08% | +28+0.4% | Added |
| First Western Trust Bank | 6,936 | $236.5K | 0.01% | +6,936 | New |
| Beaton Management Co. Inc. | 6,900 | $235.0K | 0.15% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,888 | $234.9K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 6,887 | $234.8K | 0.06% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,850 | $233.6K | 0.07% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 6,848 | $233.5K | 0.08% | +6,848 | New |
| Birch Hill Investment Advisors LLC | 6,846 | $233.4K | 0.01% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,825 | $232.7K | 0.06% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 6,800 | $232.0K | 0.00% | +6,800 | New |
| Chesley Taft & Associates LLC | 6,800 | $231.9K | 0.01% | +6,800 | New |
| Smith, Moore & Co. | 6,792 | $231.6K | 0.03% | −938−12.1% | Reduced |
| Charter Research & Investment Group, Inc. | 6,791 | $231.6K | 0.19% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,750 | $230.2K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 6,749 | $230.1K | 0.03% | −5,281−43.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,714 | $228.9K | 0.00% | +1,315+24.4% | Added |
| Red Wave Investments LLC | 6,683 | $227.9K | 0.09% | +6,683 | New |
| SageView Advisory Group, LLC | 6,672 | $227.5K | 0.01% | +6,672 | New |
| Spire Wealth Management | 6,653 | $226.9K | 0.01% | −86,825−92.9% | Reduced |
| Resolute Wealth Strategies, LLC | 6,644 | $226.6K | 0.18% | +6,644 | New |
| Atlas Brown,Inc. | 6,612 | $225.5K | 0.10% | +6,612 | New |
| Goodwin Daniel L | 6,600 | $225.1K | 0.11% | +6,600 | New |
| Asio Capital, LLC | 6,561 | $223.7K | 0.05% | +6,561 | New |
| Patton Albertson Miller Group, LLC | 6,526 | $222.5K | 0.04% | +6,526 | New |
| Moneywise, Inc. | 6,518 | $222.3K | 0.14% | +6,518 | New |
| Baldwin Investment Management, LLC | 6,507 | $221.9K | 0.04% | +6,507 | New |
| Larson Financial Group LLC | 6,506 | $221.9K | 0.02% | +384+6.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,500 | $221.7K | 0.01% | +6,500 | New |
| Xcel Wealth Management, LLC | 6,488 | $221.2K | 0.07% | +6,488 | New |
| Trust Co of Toledo NA | 6,484 | $221.1K | 0.04% | −10,909−62.7% | Reduced |
| Principal Street Partners, LLC | 6,477 | $220.9K | 0.05% | +6,477 | New |
| Romano Brothers and Company | 6,475 | $220.8K | 0.03% | −598−8.5% | Reduced |
| Buckingham Strategic Partners | 6,474 | $220.8K | 0.01% | +6,474 | New |
| IMS Capital Management | 6,464 | $220.4K | 0.12% | +6,464 | New |
| Barr E S & Co | 6,463 | $220.4K | 0.02% | +6,463 | New |
| Creative Financial Designs Inc | 6,459 | $220.2K | 0.03% | +710+12.3% | Added |
| Front Barnett Associates LLC | 6,414 | $219.0K | 0.02% | +6,414 | New |
| M Holdings Securities, Inc. | 6,400 | $218.0K | 0.04% | −14,868−69.9% | Reduced |
| Wallace Advisory Group, LLC | 7,279 | $217.9K | 0.17% | 00.0% | Unchanged |
| TCWP LLC | 6,389 | $217.9K | 0.05% | −4,111−39.2% | Reduced |
| PEAK6 Investments LLC | 6,377 | $217.5K | 0.02% | +3,821+149.5% | Added |
| Frisch Financial Group, Inc. | 6,352 | $217.0K | 0.10% | +6,352 | New |
| Hamilton Point Investment Advisors, LLC | 6,356 | $216.7K | 0.05% | +6,356 | New |
| Sage Mountain Advisors LLC | 6,328 | $215.8K | 0.03% | +6,328 | New |
| Guardian Wealth Advisors, LLC | 6,315 | $215.3K | 0.04% | −796−11.2% | Reduced |
| Pathway Financial Advisors LLC | 6,312 | $215.2K | 0.07% | +6,312 | New |
| Summit Asset Management, LLC | 6,264 | $213.6K | 0.06% | +6,264 | New |
| First Heartland Consultants, Inc. | 6,260 | $213.5K | 0.03% | +6,260 | New |
| Voya Financial Advisors, Inc. | 6,302 | $213.4K | 0.02% | +6,302 | New |
| Atlas Capital Advisors LLC | 6,207 | $211.7K | 0.03% | −747−10.7% | Reduced |
| Nelson Capital Management, LLC | 6,200 | $211.4K | 0.05% | +6,200 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,188 | $211.0K | 0.09% | +6,188 | New |
| Blueshift Asset Management, LLC | 6,182 | $210.8K | 0.08% | −8,784−58.7% | Reduced |
| Silver Oak Advisory Group, Inc. | 6,173 | $210.0K | 0.14% | −782−11.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 6,135 | $209.2K | 0.05% | +6,135 | New |
| Cantor Fitzgerald, L. P. | 6,100 | $208.0K | 0.00% | +6,100 | New |
| Emerald Advisors, LLC | 6,081 | $207.4K | 0.05% | +6,081 | New |
| Harbour Investments, Inc. | 6,047 | $206.2K | 0.01% | −540−8.2% | Reduced |
| International Assets Investment Management, LLC | 6,043 | $206.1K | 0.03% | +6,043 | New |
| Patron Partners Advisors, LLC | 6,036 | $205.8K | 0.15% | +6,036 | New |
| Montgomery Investment Management Inc | 6,000 | $204.6K | 0.07% | +6,000 | New |
| Great Diamond Partners, LLC | 5,978 | $203.8K | 0.05% | +5,978 | New |
| First Personal Financial Services | 5,952 | $203.0K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,930 | $202.0K | 0.02% | +196+3.4% | Added |
| Advisor OS, LLC | 5,916 | $201.7K | 0.03% | +5,916 | New |
| Hilltop Holdings Inc. | 5,908 | $201.4K | 0.02% | +5,908 | New |
| Financial Advisory Group | 5,867 | $200.1K | 0.04% | +5,867 | New |
| Quent Capital, LLC | 5,853 | $199.6K | 0.03% | +32+0.5% | Added |
| Alta Advisers Ltd | 5,800 | $197.8K | 0.11% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,595 | $190.8K | 0.15% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 5,611 | $190.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,429 | $185.1K | 0.04% | −201−3.6% | Reduced |
| MCF Advisors LLC | 5,393 | $183.9K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5,347 | $182.3K | 0.10% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,252 | $179.1K | 0.09% | +17+0.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,218 | $178.0K | 0.14% | +10+0.2% | Added |
| Ten Capital Wealth Advisors, LLC | 5,209 | $177.0K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,130 | $174.9K | 0.07% | −275−5.1% | Reduced |
| ZRC Wealth Management, LLC | 4,734 | $161.4K | 0.14% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 4,684 | $159.7K | 0.14% | −175−3.6% | Reduced |
| West Tower Group, LLC | 4,618 | $157.5K | 0.11% | +4,618 | New |
| Perritt Capital Management Inc | 4,500 | $153.4K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $153.4K | 0.13% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,455 | $151.9K | 0.05% | −2,700−37.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,421 | $150.8K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,350 | $148.3K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,339 | $148.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,331 | $147.7K | 0.00% | −10,834−71.4% | Reduced |