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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 29,948 | $1.02M | 0.31% | +229+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 29,943 | $1.02M | 0.07% | +599+2.0% | Added |
| Mirova | 29,897 | $1.02M | 0.18% | −38,371−56.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 29,890 | $1.02M | 0.70% | −350−1.2% | Reduced |
| Private Trust Co NA | 29,887 | $1.02M | 0.13% | −5,472−15.5% | Reduced |
| Symmetry Partners, LLC | 29,885 | $1.02M | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 29,748 | $1.01M | 0.11% | −495−1.6% | Reduced |
| Engrave Wealth Partners LLC | 29,675 | $1.01M | 0.32% | −71−0.2% | Reduced |
| Veriti Management LLC | 29,598 | $1.01M | 0.11% | −4,099−12.2% | Reduced |
| Vista Investment Management | 29,549 | $1.01M | 0.51% | −65−0.2% | Reduced |
| SkyOak Wealth, LLC | 29,500 | $1.01M | 0.28% | −900−3.0% | Reduced |
| Fruth Investment Management | 29,500 | $1.00M | 0.29% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 29,415 | $1.00M | 0.08% | 00.0% | Unchanged |
| Howland Capital Management LLC | 29,257 | $997.7K | 0.06% | 00.0% | Unchanged |
| First National Bank of South Miami | 29,028 | $989.9K | 0.80% | −600−2.0% | Reduced |
| Wendell David Associates Inc | 28,879 | $985.0K | 0.11% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 28,817 | $982.7K | 0.05% | +4,284+17.5% | Added |
| Intrust Bank NA | 28,814 | $982.6K | 0.12% | +3,262+12.8% | Added |
| Cadinha & Co LLC | 28,796 | $981.9K | 0.18% | +1,945+7.2% | Added |
| Nations Financial Group Inc, | 28,793 | $981.9K | 0.10% | −8,845−23.5% | Reduced |
| Westfield Capital Management Co LP | 28,590 | $974.9K | 0.01% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 28,362 | $967.1K | 0.48% | −3,097−9.8% | Reduced |
| Stratos Wealth Partners, LTD. | 28,303 | $965.1K | 0.02% | −47−0.2% | Reduced |
| First National Advisers, LLC | 28,255 | $963.0K | 0.89% | +293+1.0% | Added |
| Engineers Gate Manager LP | 28,228 | $962.6K | 0.04% | −60,077−68.0% | Reduced |
| Busey Wealth Management | 28,125 | $959.1K | 0.04% | +4,153+17.3% | Added |
| Advisory Alpha, LLC | 28,122 | $959.0K | 0.05% | −109−0.4% | Reduced |
| Northstar Group, Inc. | 28,055 | $956.7K | 0.22% | −40−0.1% | Reduced |
| Versor Investments LP | 28,038 | $956.1K | 0.17% | −31,462−52.9% | Reduced |
| SeaCrest Wealth Management, LLC | 27,841 | $949.4K | 0.12% | +477+1.7% | Added |
| Morse Asset Management, Inc | 27,736 | $946.0K | 0.29% | +60.0% | Added |
| Arkadios Wealth Advisors | 27,616 | $941.7K | 0.11% | −552−2.0% | Reduced |
| Legacy Capital Group California, Inc. | 27,487 | $937.3K | 0.39% | +757+2.8% | Added |
| Legacy Financial Advisors, Inc. | 27,445 | $935.9K | 0.17% | +191+0.7% | Added |
| Adirondack Trust Co | 28,015 | $933.2K | 0.44% | −375−1.3% | Reduced |
| Lyell Wealth Management, LP | 27,345 | $932.5K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 27,207 | $927.8K | 0.08% | −1,553−5.4% | Reduced |
| Navalign, LLC | 27,189 | $927.1K | 0.37% | +80.0% | Added |
| Stratos Wealth Advisors, LLC | 27,176 | $926.7K | 0.07% | +1,303+5.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 27,041 | $922.0K | 0.04% | −21,648−44.5% | Reduced |
| Werlinich Asset Management, LLC | 27,000 | $920.7K | 0.74% | 00.0% | Unchanged |
| Jump Financial, LLC | 26,504 | $903.8K | 0.03% | −2,044−7.2% | Reduced |
| Fulton Bank, N.A. | 26,459 | $902.3K | 0.04% | −465−1.7% | Reduced |
| Everhart Financial Group, Inc. | 26,455 | $902.1K | 0.38% | +928+3.6% | Added |
| IFP Advisors, Inc | 13,774 | $901.3K | 0.05% | +181+1.3% | Added |
| Valley Brook Capital Group | 26,375 | $899.4K | 0.83% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 26,090 | $889.7K | 0.05% | −1,278−4.7% | Reduced |
| Verus Financial Partners, Inc. | 26,804 | $889.1K | 0.11% | −7,484−21.8% | Reduced |
| Outlook Wealth Advisors, LLC | 25,972 | $885.6K | 0.33% | +3,825+17.3% | Added |
| Avidian Wealth Solutions, LLC | 25,796 | $879.6K | 0.06% | +3,712+16.8% | Added |
| Grove Bank & Trust | 25,795 | $879.6K | 0.18% | −52−0.2% | Reduced |
| Snowden Capital Advisors LLC | 25,734 | $877.5K | 0.03% | +2,473+10.6% | Added |
| Quantum Private Wealth, LLC | 25,656 | $874.9K | 0.40% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 25,612 | $873.4K | 0.03% | −446−1.7% | Reduced |
| Main Street Financial Solutions, LLC | 25,590 | $872.6K | 0.12% | −667−2.5% | Reduced |
| Vigilant Capital Management, LLC | 25,553 | $871.0K | 0.07% | +14,850+138.7% | Added |
| RMR Wealth Builders | 25,524 | $870.4K | 0.15% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 25,429 | $867.1K | 0.37% | −4,048−13.7% | Reduced |
| Benin Management CORP | 25,300 | $862.7K | 0.31% | −1,000−3.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,151 | $858.0K | 0.09% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 25,135 | $857.1K | 0.32% | +629+2.6% | Added |
| MidWestOne Financial Group, Inc. | 25,131 | $857.0K | 0.19% | −705−2.7% | Reduced |
| Abbot Financial Management, Inc. | 25,105 | $856.1K | 0.55% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 25,100 | $855.9K | 0.62% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 25,063 | $854.7K | 0.15% | +95+0.4% | Added |
| Cigna Investments Inc | 24,704 | $842.0K | 0.16% | −776−3.0% | Reduced |
| JT Stratford LLC | 24,638 | $840.2K | 0.23% | −15,213−38.2% | Reduced |
| Wellington Shields Capital Management, LLC | 24,458 | $834.0K | 0.10% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 27,846 | $834.0K | 0.01% | +323+1.2% | Added |
| Pacific Global Investment Management CO | 24,361 | $830.7K | 0.17% | −1,094−4.3% | Reduced |
| Prospera Financial Services Inc | 24,343 | $830.6K | 0.03% | +6,527+36.6% | Added |
| Threadgill Financial, LLC | 25,226 | $825.9K | 0.94% | +25,226 | New |
| Fairfield, Bush & Co. | 24,215 | $825.7K | 0.23% | −1,100−4.3% | Reduced |
| Quadrant Capital Group LLC | 24,162 | $823.9K | 0.08% | +1,569+6.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24,146 | $823.4K | 0.38% | +34+0.1% | Added |
| Optas, LLC | 24,069 | $820.8K | 0.27% | +524+2.2% | Added |
| Forum Financial Management, LP | 24,045 | $819.9K | 0.02% | +6,253+35.1% | Added |
| Robertson Stephens Wealth Management, LLC | 23,978 | $817.7K | 0.06% | +1,617+7.2% | Added |
| CAPROCK Group, Inc. | 23,952 | $816.8K | 0.06% | +4,103+20.7% | Added |
| Resources Management Corp | 23,935 | $816.0K | 0.13% | +17,892+296.1% | Added |
| Fragasso Group Inc. | 23,843 | $813.0K | 0.09% | +1,130+5.0% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 23,764 | $810.4K | 0.78% | +1,255+5.6% | Added |
| Rossmore Private Capital | 23,655 | $806.6K | 0.12% | 00.0% | Unchanged |
| WMS Partners, LLC | 23,561 | $803.4K | 0.06% | +37+0.2% | Added |
| Washington Trust Bank | 23,532 | $802.4K | 0.08% | +1,200+5.4% | Added |
| Connecticut Wealth Management, LLC | 23,485 | $800.8K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 23,457 | $799.9K | 0.03% | +2,094+9.8% | Added |
| Pioneer Trust Bank N A | 23,385 | $797.4K | 0.23% | −27,000−53.6% | Reduced |
| South State Corp. | 23,239 | $792.5K | 0.07% | −603−2.5% | Reduced |
| Brookstone Capital Management | 23,776 | $791.8K | 0.02% | +117+0.5% | Added |
| Resonant Capital Advisors, LLC | 23,156 | $789.6K | 0.09% | +15,242+192.6% | Added |
| Virtue Capital Management, LLC | 23,313 | $789.6K | 0.13% | +5,229+28.9% | Added |
| Twin Capital Management Inc | 22,877 | $780.1K | 0.10% | −111−0.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 22,869 | $779.8K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22,759 | $776.1K | 0.03% | +2,459+12.1% | Added |
| PFG Advisors | 22,681 | $773.4K | 0.06% | −107−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 22,677 | $773.3K | 0.02% | −684−2.9% | Reduced |
| Sanders Morris Harris LLC | 22,500 | $772.6K | 0.17% | +22,500 | New |
| Colonial Trust Co | 22,598 | $770.6K | 0.18% | −312−1.4% | Reduced |
| Peoples Bank | 22,588 | $770.3K | 0.47% | −929−4.0% | Reduced |