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 |
|---|---|---|---|---|---|
| Roof Eidam & Maycock | 43,845 | $1.50M | 0.50% | 00.0% | Unchanged |
| Trexquant Investment LP | 43,821 | $1.49M | 0.04% | −111,476−71.8% | Reduced |
| Ossiam | 43,602 | $1.49M | 0.03% | +19,937+84.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 43,534 | $1.48M | 0.14% | −60−0.1% | Reduced |
| IHT Wealth Management, LLC | 43,307 | $1.48M | 0.08% | +1,435+3.4% | Added |
| Roundview Capital LLC | 43,108 | $1.47M | 0.14% | +945+2.2% | Added |
| Fiduciary Group LLC | 42,869 | $1.46M | 0.18% | −218−0.5% | Reduced |
| Bahl & Gaynor Inc | 42,702 | $1.46M | 0.01% | −1,347−3.1% | Reduced |
| Citadel Investment Advisory, Inc. | 42,689 | $1.46M | 0.94% | 00.0% | Unchanged |
| Marco Investment Management LLC | 42,135 | $1.44M | 0.16% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 42,131 | $1.44M | 1.07% | +395+0.9% | Added |
| Banque Cantonale Vaudoise | 41,345 | $1.41M | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 41,137 | $1.40M | 0.06% | −3,609−8.1% | Reduced |
| Vaughan David Investments LLC | 41,100 | $1.40M | 0.04% | +2,500+6.5% | Added |
| GWM Advisors LLC | 41,054 | $1.40M | 0.02% | +2,485+6.4% | Added |
| Lido Advisors, LLC | 41,029 | $1.40M | 0.02% | +7,544+22.5% | Added |
| Resources Investment Advisors, LLC. | 40,879 | $1.39M | 0.03% | −29,664−42.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 40,807 | $1.39M | 0.06% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 40,500 | $1.38M | 0.88% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.38M | 0.06% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 42,260 | $1.38M | 0.25% | +956+2.3% | Added |
| Sovereign Financial Group, Inc. | 40,099 | $1.37M | 0.45% | +3,935+10.9% | Added |
| Reynders McVeigh Capital Management, LLC | 40,060 | $1.37M | 0.09% | −300−0.7% | Reduced |
| CWM Advisors, LLC | 39,953 | $1.36M | 0.16% | +26,112+188.7% | Added |
| Raab & Moskowitz Asset Management LLC | 39,905 | $1.36M | 0.47% | −895−2.2% | Reduced |
| Conway Capital Management, Inc. | 39,850 | $1.36M | 0.96% | 00.0% | Unchanged |
| United Services Automobile Association | 39,716 | $1.35M | 0.04% | −11,250−22.1% | Reduced |
| Coldstream Capital Management Inc | 39,697 | $1.35M | 0.04% | +228+0.6% | Added |
| Kanawha Capital Management LLC | 39,687 | $1.35M | 0.12% | −1,000−2.5% | Reduced |
| Nilsine Partners, LLC | 39,532 | $1.35M | 0.20% | −1,776−4.3% | Reduced |
| Simmons Bank | 39,371 | $1.34M | 0.11% | +17,844+82.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,353 | $1.34M | 0.66% | −294−0.7% | Reduced |
| Leavell Investment Management, Inc. | 39,302 | $1.34M | 0.09% | 00.0% | Unchanged |
| Headlands Technologies LLC | 38,653 | $1.32M | 0.42% | −19,146−33.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 38,559 | $1.31M | 0.08% | +738+2.0% | Added |
| First Hawaiian Bank | 38,307 | $1.31M | 0.04% | +3,103+8.8% | Added |
| Weatherly Asset Management L. P. | 38,260 | $1.30M | 0.15% | 00.0% | Unchanged |
| DFPG Investments, LLC | 38,595 | $1.30M | 0.12% | +1,585+4.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 37,693 | $1.29M | 0.27% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 37,739 | $1.29M | 0.14% | +408+1.1% | Added |
| Decatur Capital Management, Inc. | 37,705 | $1.29M | 0.88% | −513−1.3% | Reduced |
| Pinnacle Financial Partners Inc | 37,700 | $1.29M | 0.03% | +136+0.4% | Added |
| Spirit of America Management Corp | 37,600 | $1.28M | 0.29% | 00.0% | Unchanged |
| Ninepoint Partners LP | 37,363 | $1.27M | 0.17% | +37,363 | New |
| Sheets Smith Wealth Management | 37,228 | $1.27M | 0.19% | −350−0.9% | Reduced |
| Linscomb & Williams, Inc. | 37,086 | $1.26M | 0.07% | +1,175+3.3% | Added |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.25M | 0.52% | 00.0% | Unchanged |
| Proequities, Inc. | 36,535 | $1.25M | 0.09% | +8,981+32.6% | Added |
| Traynor Capital Management, Inc. | 36,238 | $1.24M | 0.16% | −1,488−3.9% | Reduced |
| Chatham Capital Group, Inc. | 36,216 | $1.23M | 0.26% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 72,000 | $1.23M | 0.26% | +36,000+100.0% | Added |
| Massachusetts Wealth Management | 35,915 | $1.22M | 1.17% | −175−0.5% | Reduced |
| Weil Company, Inc. | 35,200 | $1.20M | 0.53% | 00.0% | Unchanged |
| Pitcairn Co | 35,197 | $1.20M | 0.10% | −562−1.6% | Reduced |
| Western Wealth Management, LLC | 35,163 | $1.20M | 0.10% | −571−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 34,915 | $1.19M | 0.11% | −117−0.3% | Reduced |
| Country Club Bank | 35,114 | $1.19M | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 34,863 | $1.19M | 0.16% | +638+1.9% | Added |
| Symphony Financial, Ltd. Co. | 34,928 | $1.18M | 0.29% | −5,881−14.4% | Reduced |
| Community Trust & Investment Co | 34,650 | $1.18M | 0.09% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 34,444 | $1.17M | 0.02% | −17,861−34.1% | Reduced |
| Harbor Investment Advisory, LLC | 34,252 | $1.17M | 0.16% | 00.0% | Unchanged |
| Qtron Investments LLC | 34,189 | $1.17M | 0.22% | +15,617+84.1% | Added |
| L.M. Kohn & Company | 34,100 | $1.16M | 0.44% | +6,834+25.1% | Added |
| Citizens Financial Group Inc | 34,052 | $1.16M | 0.04% | −70.0% | Reduced |
| E. Ohman J:or Asset Management AB | 33,900 | $1.16M | 0.04% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 33,835 | $1.15M | 0.98% | +550+1.7% | Added |
| Boyd Watterson Asset Management LLC | 33,816 | $1.15M | 0.46% | −679−2.0% | Reduced |
| Terra Nova Asset Management LLC | 33,624 | $1.15M | 1.04% | −640−1.9% | Reduced |
| Cullen Capital Management LLC | 33,448 | $1.14M | 0.01% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 33,240 | $1.13M | 0.02% | −390−1.2% | Reduced |
| VELA Investment Management, LLC | 32,514 | $1.11M | 0.51% | +2,215+7.3% | Added |
| Capital Investment Advisors, LLC | 32,471 | $1.11M | 0.03% | +2,016+6.6% | Added |
| Equitable Holdings, Inc. | 32,296 | $1.10M | 0.02% | +3,561+12.4% | Added |
| Perigon Wealth Management, LLC | 32,150 | $1.10M | 0.04% | +7,261+29.2% | Added |
| Washington Trust Co | 32,145 | $1.10M | 0.05% | +20.0% | Added |
| Ostrum Asset Management | 32,021 | $1.09M | 0.09% | +127+0.4% | Added |
| Sawgrass Asset Management LLC | 31,897 | $1.09M | 0.13% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 31,885 | $1.09M | 0.04% | +2,670+9.1% | Added |
| Segall Bryant & Hamill, LLC | 31,707 | $1.08M | 0.01% | −13,579−30.0% | Reduced |
| Sage Investment Advisers LLC | 31,510 | $1.07M | 1.44% | 00.0% | Unchanged |
| StoneX Group Inc. | 31,429 | $1.07M | 0.11% | −1,510−4.6% | Reduced |
| Wealthspire Advisors, LLC | 31,320 | $1.07M | 0.02% | +50+0.2% | Added |
| Biltmore Wealth Management, LLC | 31,147 | $1.06M | 0.45% | +289+0.9% | Added |
| Legacy Private Trust Co. | 31,110 | $1.06M | 0.09% | +2,060+7.1% | Added |
| Sequoia Financial Advisors, LLC | 31,064 | $1.06M | 0.02% | +2,336+8.1% | Added |
| Accurate Wealth Management, LLC | 31,387 | $1.06M | 0.33% | −36,009−53.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 30,911 | $1.05M | 0.74% | −295−0.9% | Reduced |
| Wellington Shields & Co., LLC | 30,630 | $1.04M | 0.25% | −1,600−5.0% | Reduced |
| Citadel Advisors LLC | 30,609 | $1.04M | 0.00% | +28,030+1,086.9% | Added |
| Systematic Financial Management LP | 30,600 | $1.04M | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 30,600 | $1.04M | 0.04% | +6,441+26.7% | Added |
| XML Financial, LLC | 30,488 | $1.04M | 0.12% | +1,013+3.4% | Added |
| Essex Financial Services, Inc. | 30,433 | $1.04M | 0.12% | −1,011−3.2% | Reduced |
| PBMares Wealth Management LLC | 30,275 | $1.03M | 0.37% | +10.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 30,213 | $1.03M | 0.03% | −2,102−6.5% | Reduced |
| Clarius Group, LLC | 30,120 | $1.03M | 0.08% | +1,022+3.5% | Added |
| Taylor Hoffman Wealth Management | 30,117 | $1.03M | 0.51% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 30,027 | $1.02M | 0.70% | −95−0.3% | Reduced |
| Harbor Advisors LLC | 30,000 | $1.02M | 0.22% | 00.0% | Unchanged |