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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 4,050 | $134.9K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,908 | $133.3K | 0.01% | −5,106−56.6% | Reduced |
| McIlrath & Eck, LLC | 3,827 | $130.5K | 0.03% | +2+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,759 | $128.0K | 0.00% | −47−1.2% | Reduced |
| Union Savings Bank | 3,800 | $126.6K | 0.08% | +3,800 | New |
| Financial Management Professionals, Inc. | 3,534 | $121.0K | 0.02% | +70+2.0% | Added |
| Hexagon Capital Partners LLC | 3,380 | $115.3K | 0.03% | +179+5.6% | Added |
| Lee Financial Co | 3,366 | $114.8K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 3,242 | $110.5K | 0.02% | +118+3.8% | Added |
| Trifecta Capital Advisors, LLC | 3,117 | $106.3K | 0.03% | +3,000+2,564.1% | Added |
| Newbridge Financial Services Group, Inc. | 3,101 | $105.8K | 0.05% | +3+0.1% | Added |
| MB, Levis & Associates, LLC | 3,012 | $102.7K | 0.07% | +7+0.2% | Added |
| NewSquare Capital LLC | 3,000 | $102.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,963 | $101.0K | 0.05% | +487+19.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,908 | $99.2K | 0.00% | +2,908 | New |
| One River Asset Management, LLC | 2,859 | $97.1K | 0.08% | −1,947−40.5% | Reduced |
| MV Capital Management, Inc. | 2,832 | $96.6K | 0.01% | +15+0.5% | Added |
| Baker Avenue Asset Management, LP | 2,820 | $96.2K | 0.00% | +18+0.6% | Added |
| TD Ameritrade Investment Management, LLC | 2,809 | $96.0K | 0.00% | −238−7.8% | Reduced |
| Rational Advisors LLC | 2,792 | $95.2K | 0.01% | +1,463+110.1% | Added |
| Washington Trust Advisors, Inc. | 2,760 | $94.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,734 | $93.2K | 0.03% | +121+4.6% | Added |
| Atlantic Trust, LLC | 2,676 | $91.3K | 0.03% | +9+0.3% | Added |
| CNB Bank | 2,655 | $90.5K | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,568 | $87.6K | 0.01% | −78−2.9% | Reduced |
| Sutton Wealth Advisors Inc. | 2,518 | $85.9K | 0.04% | +585+30.3% | Added |
| Key Financial Inc | 2,393 | $81.6K | 0.03% | +50+2.1% | Added |
| Impact Partnership Wealth, LLC | 2,391 | $81.5K | 0.03% | +2,391 | New |
| Riverview Trust Co | 2,329 | $79.4K | 0.07% | +454+24.2% | Added |
| China Universal Asset Management Co., Ltd. | 2,294 | $78.2K | 0.02% | +1,670+267.6% | Added |
| Baystate Wealth Management LLC | 2,255 | $76.9K | 0.01% | +8+0.4% | Added |
| PCA Investment Advisory Services Inc. | 2,252 | $76.8K | 0.05% | +2,252 | New |
| Capital Advisors, Ltd. LLC | 2,216 | $76.0K | 0.01% | +1,188+115.6% | Added |
| Central Bank & Trust Co | 2,214 | $75.5K | 0.01% | −990−30.9% | Reduced |
| Silvant Capital Management LLC | 2,199 | $75.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,149 | $73.3K | 0.02% | +7+0.3% | Added |
| Advisors Asset Management, Inc. | 2,125 | $72.5K | 0.00% | −10,695−83.4% | Reduced |
| Baldwin Brothers Inc | 2,115 | $72.1K | 0.01% | −153−6.7% | Reduced |
| Mondrian Investment Partners LTD | 2,097 | $71.5K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,084 | $71.1K | 0.04% | +7+0.3% | Added |
| Arcadia Investment Management Corp | 2,064 | $70.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,040 | $69.6K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,030 | $69.2K | 0.03% | +4+0.2% | Added |
| McMillion Capital Management Inc | 2,010 | $68.5K | 0.06% | +2,010 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,994 | $68.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $66.6K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,935 | $66.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,899 | $65.0K | 0.05% | −8−0.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,950 | $64.2K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,869 | $63.8K | 0.01% | +3+0.2% | Added |
| AllSquare Wealth Management LLC | 1,987 | $61.5K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $61.4K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,800 | $61.4K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,800 | $61.4K | 0.04% | +1,800 | New |
| Bourgeon Capital Management LLC | 1,752 | $59.7K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,690 | $57.0K | 0.01% | −112−6.2% | Reduced |
| Godsey & Gibb Associates | 1,632 | $55.7K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,629 | $55.5K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,600 | $55.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,571 | $53.6K | 0.01% | −66−4.0% | Reduced |
| Webster Bank, N. A. | 1,500 | $51.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,500 | $51.1K | 0.01% | +1,500 | New |
| Centerpoint Advisors, LLC | 1,500 | $51.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,484 | $50.6K | 0.02% | −2−0.1% | Reduced |
| West Paces Advisors Inc. | 1,470 | $50.1K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,398 | $48.0K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,350 | $46.0K | 0.01% | +1,350 | New |
| Carolinas Wealth Consulting LLC | 12,280 | $44.0K | 0.01% | −35−0.3% | Reduced |
| Annapolis Financial Services, LLC | 1,233 | $42.0K | 0.01% | −567−31.5% | Reduced |
| WealthPLAN Partners, LLC | 1,200 | $40.9K | 0.01% | +45+3.9% | Added |
| Cornerstone Planning Group LLC | 1,191 | $40.6K | 0.02% | +1,191 | New |
| American National Bank | 1,185 | $40.4K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,137 | $38.8K | 0.00% | −104−8.4% | Reduced |
| Clean Yield Group | 1,129 | $38.5K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,125 | $38.1K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1,125 | $38.0K | 0.01% | +1,125 | New |
| Cape Investment Advisory, Inc. | 1,050 | $35.8K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,050 | $35.8K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,044 | $35.6K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,043 | $35.6K | 0.00% | +3+0.3% | Added |
| AXS Investments LLC | 1,007 | $34.3K | 0.01% | −379−27.3% | Reduced |
| JFS Wealth Advisors, LLC | 976 | $33.3K | 0.00% | +87+9.8% | Added |
| FinTrust Capital Advisors, LLC | 1,066 | $33.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 921 | $31.4K | 0.02% | +360+64.2% | Added |
| ORG Partners LLC | 910 | $31.3K | 0.01% | +910 | New |
| Coastal Capital Group, Inc. | 910 | $31.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 900 | $30.7K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $30.7K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $30.7K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 899 | $30.7K | 0.02% | +33+3.8% | Added |
| Kapitalo Investimentos Ltda | 888 | $30.3K | 0.01% | −1,823−67.2% | Reduced |
| Dividend Assets Capital, LLC | 841 | $29.0K | 0.01% | +117+16.2% | Added |
| WFA of San Diego, LLC | 846 | $28.9K | 0.03% | +846 | New |
| Thompson Investment Management, Inc. | 825 | $28.1K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 817 | $27.8K | 0.00% | +817 | New |
| Private Ocean, LLC | 812 | $27.7K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 817 | $27.0K | 0.01% | +2+0.2% | Added |
| GW&K Investment Management, LLC | 782 | $27.0K | 0.00% | +782 | New |
| Albion Financial Group | 750 | $25.6K | 0.00% | +750 | New |
| Pacific Center for Financial Services | 720 | $24.6K | 0.01% | 00.0% | Unchanged |