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 |
|---|---|---|---|---|---|
| Bokf, NA | 64,141 | $2.19M | 0.04% | −1,069−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 64,130 | $2.19M | 0.06% | −1,957−3.0% | Reduced |
| Aspen Investment Management Inc | 64,027 | $2.18M | 1.30% | −1,422−2.2% | Reduced |
| Voloridge Investment Management, LLC | 63,531 | $2.17M | 0.01% | −1,379,679−95.6% | Reduced |
| Cedar Mountain Advisors, LLC | 63,318 | $2.16M | 0.62% | +135+0.2% | Added |
| Skylands Capital, LLC | 63,150 | $2.15M | 0.31% | +8,800+16.2% | Added |
| Clearbridge Investments, LLC | 63,115 | $2.15M | 0.00% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 62,680 | $2.14M | 0.43% | −11,455−15.5% | Reduced |
| Geneos Wealth Management Inc. | 62,645 | $2.14M | 0.11% | +90.0% | Added |
| Erste Asset Management GmbH | 62,863 | $2.13M | 0.04% | −90,765−59.1% | Reduced |
| Chapin Davis, Inc. | 62,040 | $2.12M | 1.00% | −292−0.5% | Reduced |
| Vinva Investment Management Ltd | 62,302 | $2.11M | 0.18% | −9,314−13.0% | Reduced |
| Zimmer Partners, LP | 61,600 | $2.10M | 0.05% | +3,900+6.8% | Added |
| Ziegler Capital Management, LLC | 61,483 | $2.10M | 0.08% | −118−0.2% | Reduced |
| Freestone Capital Holdings, LLC | 61,433 | $2.09M | 0.08% | −1,716−2.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 61,275 | $2.09M | 0.23% | +1,083+1.8% | Added |
| Tower Research Capital LLC (TRC) | 61,053 | $2.08M | 0.07% | +13,308+27.9% | Added |
| Savant Capital, LLC | 60,964 | $2.08M | 0.03% | +1,424+2.4% | Added |
| Wright Investors Service Inc | 60,858 | $2.08M | 0.59% | +32,385+113.7% | Added |
| Veritable, L.P. | 60,718 | $2.07M | 0.03% | −433−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 60,666 | $2.07M | 0.04% | 00.0% | Unchanged |
| CenterBook Partners LP | 60,449 | $2.06M | 0.26% | +60,449 | New |
| Alps Advisors Inc | 60,379 | $2.06M | 0.02% | −1,079−1.8% | Reduced |
| Liontrust Investment Partners LLP | 60,191 | $2.05M | 0.03% | +60,191 | New |
| Modera Wealth Management, LLC | 60,085 | $2.05M | 0.04% | +17,027+39.5% | Added |
| Venture Visionary Partners LLC | 59,710 | $2.04M | 0.12% | +170.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 59,248 | $2.02M | 0.43% | +59,248 | New |
| Clearstead Advisors, LLC | 59,013 | $2.01M | 0.12% | +2,059+3.6% | Added |
| Park Avenue Securities LLC | 58,966 | $2.01M | 0.03% | +19,084+47.9% | Added |
| Beacon Pointe Advisors, LLC | 58,494 | $1.99M | 0.03% | −96,632−62.3% | Reduced |
| City Holding Co | 58,189 | $1.98M | 0.34% | −580−1.0% | Reduced |
| Neville Rodie & Shaw Inc | 58,014 | $1.98M | 0.17% | 00.0% | Unchanged |
| DAGCO, Inc. | 57,647 | $1.97M | 0.98% | −493−0.8% | Reduced |
| Everence Capital Management Inc | 63,961 | $1.96M | 0.16% | +10,340+19.3% | Added |
| Prime Capital Investment Advisors, LLC | 57,491 | $1.96M | 0.04% | +1,674+3.0% | Added |
| Cetera Advisors LLC | 57,361 | $1.96M | 0.03% | +3,748+7.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 57,282 | $1.95M | 0.04% | +15,000+35.5% | Added |
| Biechele Royce Advisors | 56,902 | $1.94M | 0.68% | 00.0% | Unchanged |
| Venator Management LLC | 56,470 | $1.93M | 0.70% | −600−1.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 56,212 | $1.92M | 0.75% | −325−0.6% | Reduced |
| Marshall Financial Group LLC | 56,173 | $1.92M | 0.65% | +262+0.5% | Added |
| Barnett & Company, Inc. | 55,950 | $1.91M | 1.42% | +3,000+5.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 55,812 | $1.90M | 0.09% | +55,812 | New |
| Farmers & Merchants Investments Inc | 55,560 | $1.89M | 0.07% | −150.0% | Reduced |
| Woodmont Investment Counsel LLC | 55,302 | $1.89M | 0.20% | −180−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 55,248 | $1.88M | 0.04% | −945−1.7% | Reduced |
| Associated Banc-Corp | 55,207 | $1.88M | 0.07% | +600+1.1% | Added |
| Sonora Investment Management Group, LLC | 55,074 | $1.88M | 0.16% | −3,276−5.6% | Reduced |
| Genesee Capital Advisors, LLC | 55,041 | $1.88M | 1.28% | −1,795−3.2% | Reduced |
| Sumitomo Life Insurance Co | 55,024 | $1.88M | 0.08% | −4,681−7.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 54,818 | $1.87M | 0.04% | +225+0.4% | Added |
| Meridian Management Co | 54,236 | $1.85M | 0.58% | +186+0.3% | Added |
| Quantitative Investment Management, LLC | 54,229 | $1.85M | 0.18% | +54,229 | New |
| Pflug Koory, LLC | 54,205 | $1.85M | 0.94% | −170−0.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 53,817 | $1.84M | 1.52% | −1,998−3.6% | Reduced |
| Impax Asset Management Group plc | 53,595 | $1.83M | 0.01% | −2,070−3.7% | Reduced |
| Prio Wealth Limited Partnership | 53,420 | $1.82M | 0.07% | −950−1.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 52,953 | $1.81M | 0.03% | +3,027+6.1% | Added |
| Umb Bank N A | 52,295 | $1.78M | 0.03% | +551+1.1% | Added |
| EP Wealth Advisors, LLC | 10,010 | $1.78M | 0.03% | −1,035,416−99.0% | Reduced |
| Laurion Capital Management LP | 52,103 | $1.78M | 0.08% | +52,103 | New |
| Pensionfund Sabic | 52,000 | $1.77M | 0.59% | 00.0% | Unchanged |
| Studio Investment Management LLC | 51,955 | $1.77M | 0.50% | −4,588−8.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 51,751 | $1.76M | 0.22% | +527+1.0% | Added |
| Americana Partners, LLC | 51,618 | $1.76M | 0.23% | −3,907−7.0% | Reduced |
| MAI Capital Management | 51,299 | $1.75M | 0.03% | −4,386−7.9% | Reduced |
| Lincoln National Corp | 50,885 | $1.74M | 0.03% | −571−1.1% | Reduced |
| Hudson Canyon Capital Management | 50,601 | $1.73M | 1.36% | −1,528−2.9% | Reduced |
| Outfitter Financial LLC | 50,530 | $1.72M | 1.54% | −215−0.4% | Reduced |
| Shellback Capital, LP | 50,000 | $1.71M | 0.15% | −100,000−66.7% | Reduced |
| Allworth Financial LP | 49,842 | $1.70M | 0.01% | +467+0.9% | Added |
| Redwood Investment Management, LLC | 49,618 | $1.69M | 0.17% | +49,618 | New |
| Firethorn Wealth Partners, LLC | 49,614 | $1.69M | 1.26% | +119+0.2% | Added |
| Garrett Investment Advisors LLC | 49,511 | $1.69M | 0.24% | +2,281+4.8% | Added |
| Wedbush Securities Inc | 49,433 | $1.69M | 0.08% | −6,773−12.1% | Reduced |
| Sigma Planning Corp | 49,212 | $1.68M | 0.06% | −3,715−7.0% | Reduced |
| Silvercrest Asset Management Group LLC | 48,604 | $1.66M | 0.01% | −2,094−4.1% | Reduced |
| Kingsview Wealth Management, LLC | 48,494 | $1.65M | 0.06% | +1,578+3.4% | Added |
| First Business Financial Services, Inc. | 48,348 | $1.65M | 0.20% | +1,645+3.5% | Added |
| Colony Group LLC | 48,341 | $1.65M | 0.02% | +3,721+8.3% | Added |
| Fingerlakes Wealth Management, Inc. | 48,180 | $1.64M | 1.88% | −1,247−2.5% | Reduced |
| Zurich Insurance Group Ltd | 47,900 | $1.63M | 0.02% | 00.0% | Unchanged |
| Bath Savings Trust Co | 47,714 | $1.63M | 0.19% | −350−0.7% | Reduced |
| Carmel Capital Partners, LLC | 47,284 | $1.61M | 0.83% | +275+0.6% | Added |
| Canandaigua National Bank & Trust Co | 47,065 | $1.60M | 0.26% | +465+1.0% | Added |
| Sanchez Wealth Management Group | 47,039 | $1.60M | 0.65% | +220.0% | Added |
| Community Bank & Trust, Waco, Texas | 46,818 | $1.60M | 0.48% | +330+0.7% | Added |
| Meeder Advisory Services, Inc. | 46,212 | $1.58M | 0.17% | +2,594+5.9% | Added |
| Guardian Investment Management | 46,150 | $1.57M | 1.36% | +22,920+98.7% | Added |
| Smithfield Trust Co | 45,981 | $1.56M | 0.09% | +180+0.4% | Added |
| Integrated Wealth Concepts LLC | 45,483 | $1.55M | 0.03% | +11,081+32.2% | Added |
| WealthTrust Axiom LLC | 45,438 | $1.55M | 0.51% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 45,427 | $1.55M | 0.69% | −828−1.8% | Reduced |
| Ballentine Partners, LLC | 44,499 | $1.52M | 0.03% | +4,359+10.9% | Added |
| WBH Advisory Inc | 44,448 | $1.52M | 0.18% | +20.0% | Added |
| Fiduciary Trust Co | 44,397 | $1.51M | 0.03% | +1,118+2.6% | Added |
| Capital Investment Advisory Services, LLC | 44,323 | $1.51M | 0.15% | −482−1.1% | Reduced |
| Ontario Teachers Pension Plan Board | 44,305 | $1.51M | 0.02% | −58,734−57.0% | Reduced |
| Waters Parkerson & Co., LLC | 44,065 | $1.50M | 0.08% | 00.0% | Unchanged |
| Congress Park Capital LLC | 44,015 | $1.50M | 0.84% | 00.0% | Unchanged |