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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 22,586 | $770.2K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 22,548 | $769.0K | 0.07% | +22,548 | New |
| Blue Bell Private Wealth Management, LLC | 22,528 | $768.2K | 0.20% | −1,500−6.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 22,521 | $768.0K | 0.10% | −303−1.3% | Reduced |
| Davidson Trust Co | 22,398 | $763.8K | 0.55% | 00.0% | Unchanged |
| Welch & Forbes LLC | 22,362 | $762.5K | 0.01% | +37+0.2% | Added |
| Rehmann Capital Advisory Group | 22,352 | $762.2K | 0.07% | +491+2.2% | Added |
| Oakworth Capital, Inc. | 22,337 | $761.7K | 0.06% | +909+4.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 22,065 | $752.0K | 0.04% | −2,151−8.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 21,999 | $750.0K | 0.33% | −27,519−55.6% | Reduced |
| Delta Investment Management, LLC | 21,984 | $749.6K | 0.21% | −241−1.1% | Reduced |
| Horan Securities, Inc. | 21,931 | $747.8K | 0.32% | +5,527+33.7% | Added |
| Redwood Wealth Management Group, LLC | 21,713 | $740.4K | 0.82% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 21,600 | $736.6K | 0.54% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 21,570 | $735.5K | 0.17% | +300+1.4% | Added |
| Lynch & Associates | 21,393 | $729.5K | 0.19% | −750−3.4% | Reduced |
| Patriot Investment Management Inc. | 21,281 | $725.7K | 0.06% | 00.0% | Unchanged |
| Kenfarb & Co. | 21,250 | $724.4K | 0.63% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 21,131 | $720.6K | 0.06% | +62+0.3% | Added |
| Massmutual Trust Co FSB | 21,085 | $719.0K | 0.03% | +1,604+8.2% | Added |
| Change Path, LLC | 21,058 | $718.0K | 0.03% | +2,240+11.9% | Added |
| Cambridge Trust Co | 21,026 | $717.0K | 0.03% | −549−2.5% | Reduced |
| Intrepid Capital Management Inc | 20,978 | $715.4K | 0.50% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20,909 | $713.0K | 0.10% | +172+0.8% | Added |
| Brave Asset Management Inc | 20,862 | $711.4K | 0.21% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 20,830 | $710.3K | 0.07% | +120+0.6% | Added |
| Chicago Trust Co NA | 20,788 | $708.9K | 0.17% | −675−3.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 20,734 | $707.0K | 0.02% | +1,402+7.3% | Added |
| Brown Brothers Harriman & Co | 20,731 | $706.9K | 0.01% | −2,066−9.1% | Reduced |
| Salem Investment Counselors Inc | 20,529 | $700.0K | 0.03% | −10.0% | Reduced |
| RFG Advisory, LLC | 20,513 | $699.5K | 0.03% | +372+1.8% | Added |
| Southeast Asset Advisors Inc. | 20,396 | $695.5K | 0.10% | −1,588−7.2% | Reduced |
| Tocqueville Asset Management L.P. | 20,390 | $695.3K | 0.01% | −400−1.9% | Reduced |
| Centaurus Financial, Inc. | 20,338 | $694.0K | 0.06% | +10,688+110.8% | Added |
| TBH Global Asset Management, LLC | 20,294 | $692.0K | 0.14% | +203+1.0% | Added |
| Douglass Winthrop Advisors, LLC | 20,216 | $689.4K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 20,007 | $682.2K | 0.01% | +1,657+9.0% | Added |
| Bornite Capital Management LP | 20,000 | $682.0K | 0.13% | −350,000−94.6% | Reduced |
| Kapstone Financial Advisors LLC | 20,395 | $679.4K | 0.56% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 19,892 | $678.3K | 0.08% | −1,555−7.3% | Reduced |
| Piscataqua Savings Bank | 19,884 | $677.8K | 0.56% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 19,854 | $677.0K | 0.11% | −119−0.6% | Reduced |
| Integrated Investment Consultants, LLC | 19,824 | $676.0K | 0.21% | 00.0% | Unchanged |
| Philadelphia Trust Co | 19,725 | $673.0K | 0.06% | −7,400−27.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 19,713 | $672.2K | 0.32% | +713+3.8% | Added |
| Legacy Wealth Asset Management, LLC | 19,684 | $671.2K | 0.23% | −145−0.7% | Reduced |
| Hoylecohen, LLC | 19,667 | $670.6K | 0.06% | −630−3.1% | Reduced |
| SlateStone Wealth, LLC | 19,511 | $665.0K | 0.12% | −94−0.5% | Reduced |
| Cito Capital Group, LLC | 19,494 | $665.0K | 0.30% | 00.0% | Unchanged |
| Csenge Advisory Group | 19,473 | $664.0K | 0.04% | +7,648+64.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,457 | $663.5K | 0.07% | −21,283−52.2% | Reduced |
| Nwam LLC | 19,389 | $661.2K | 0.05% | +19,389 | New |
| Bristlecone Advisors, LLC | 19,349 | $659.8K | 0.07% | +284+1.5% | Added |
| Wealthcare Advisory Partners LLC | 19,295 | $658.0K | 0.03% | +741+4.0% | Added |
| Empire Financial Management Company, LLC | 19,226 | $655.6K | 0.26% | 00.0% | Unchanged |
| Certified Advisory Corp | 19,042 | $649.3K | 0.12% | +44+0.2% | Added |
| Sandy Spring Bank | 19,027 | $648.8K | 0.03% | −300−1.6% | Reduced |
| Navellier & Associates Inc | 19,000 | $647.9K | 0.13% | +11,500+153.3% | Added |
| Nicolet Bankshares Inc | 18,963 | $646.6K | 0.18% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 18,950 | $646.2K | 0.19% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 18,905 | $644.7K | 0.14% | −207−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,820 | $642.0K | 0.02% | −10,732−36.3% | Reduced |
| MRP Capital Investments, LLC | 18,775 | $640.2K | 0.63% | −5,100−21.4% | Reduced |
| Great Valley Advisor Group, Inc. | 18,745 | $639.4K | 0.03% | −32,902−63.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 18,670 | $636.7K | 0.09% | −368−1.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 18,615 | $634.8K | 0.09% | −4,970−21.1% | Reduced |
| E Fund Management Co., Ltd. | 18,578 | $634.0K | 0.05% | −3,709−16.6% | Reduced |
| Mayfair Advisory Group, LLC | 18,982 | $632.1K | 0.63% | +77+0.4% | Added |
| Duncker Streett & Co Inc | 18,502 | $630.9K | 0.14% | 00.0% | Unchanged |
| Appleton Partners Inc | 18,409 | $628.0K | 0.05% | −17,469−48.7% | Reduced |
| Portside Wealth Group, LLC | 18,340 | $625.4K | 0.12% | +18,340 | New |
| Ledyard National Bank | 18,334 | $625.2K | 0.07% | −240−1.3% | Reduced |
| Hall Capital Management Co Inc | 18,223 | $621.4K | 0.35% | −74−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 18,121 | $617.9K | 0.12% | +5,416+42.6% | Added |
| Daymark Wealth Partners, LLC | 18,102 | $617.3K | 0.05% | +18,102 | New |
| Asset Dedication, LLC | 18,006 | $614.0K | 0.05% | +1,238+7.4% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $613.8K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,882 | $609.8K | 0.05% | +40.0% | Added |
| Burt Wealth Advisors | 17,875 | $609.5K | 0.18% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 17,859 | $609.0K | 0.24% | −602−3.3% | Reduced |
| Logan Capital Management Inc | 17,748 | $605.2K | 0.03% | −137,055−88.5% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $604.6K | 0.13% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 17,723 | $604.3K | 0.23% | −149−0.8% | Reduced |
| GYL Financial Synergies, LLC | 17,708 | $603.8K | 0.05% | +561+3.3% | Added |
| Thomas White International Ltd | 17,639 | $601.5K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,615 | $600.7K | 0.14% | −12−0.1% | Reduced |
| Traphagen Investment Advisors LLC | 17,536 | $598.0K | 0.08% | +80.0% | Added |
| High Net Worth Advisory Group LLC | 17,503 | $596.9K | 0.23% | +103+0.6% | Added |
| Wolverine Trading, LLC | 17,620 | $596.8K | 0.01% | +17,620 | New |
| Cobblestone Capital Advisors LLC | 17,430 | $594.4K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 17,395 | $593.2K | 0.31% | +25+0.1% | Added |
| First Horizon Advisors, Inc. | 17,390 | $593.0K | 0.02% | −32,224−64.9% | Reduced |
| Royal Fund Management, LLC | 17,310 | $590.3K | 0.08% | −1,718−9.0% | Reduced |
| Stonegate Investment Group, LLC | 17,251 | $588.3K | 0.02% | +30.0% | Added |
| Guyasuta Investment Advisors Inc | 17,250 | $588.2K | 0.04% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 17,233 | $587.6K | 0.12% | +10+0.1% | Added |
| Rede Wealth, LLC | 17,184 | $586.0K | 0.28% | −389−2.2% | Reduced |
| Empowered Funds, LLC | 17,162 | $585.2K | 0.02% | +6,540+61.6% | Added |
| EA Series Trust | 17,162 | $585.2K | 0.02% | +17,162 | New |
| Conning Inc. | 17,129 | $584.1K | 0.02% | −2,250−11.6% | Reduced |