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, Q3 2023
Institutional positions in CSX Corp as of Sep 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
- 1,546
- −14 vs. Q2 2023
- Shares held
- 1.45B
- −32.7M (−2.2%) vs. Q2 2023
- Total value
- $44.7B
- −$5.79B (−11.5%) vs. Q2 2023
- New holders
- 106
- 544 more added
- Sold out
- 120
- 564 more reduced
21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 4 | $123 | 0.00% | +4 | New |
| New Millennium Group LLC | 6 | $196 | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 14 | $431 | 0.00% | +14 | New |
| Crewe Advisors LLC | 26 | $800 | 0.00% | +5+23.8% | Added |
| Macroview Investment Management LLC | 28 | $861 | 0.00% | +28 | New |
| First Financial Corp | 29 | $891 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $954 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 28 | $955 | 0.00% | +9+47.4% | Added |
| SkyView Investment Advisors, LLC | 41 | $1.00K | 0.00% | −11,451−99.6% | Reduced |
| ClariVest Asset Management LLC | 27 | $1.00K | 0.00% | +27 | New |
| Sofos Investments, Inc. | 41 | $1.20K | 0.00% | +41 | New |
| Global Financial Private Client, LLC | 42 | $1.28K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 60 | $1.86K | 0.00% | −384−86.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 77 | $2.37K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 108 | $3.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 99 | $3.04K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $3.08K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 101 | $3.11K | 0.00% | +101 | New |
| Householder Group Estate & Retirement Specialist, LLC | 110 | $3.41K | 0.00% | +110 | New |
| Ruedi Wealth Management, Inc. | 111 | $3.41K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 119 | $3.66K | 0.00% | −43−26.5% | Reduced |
| Chesapeake Asset Management LLC | 123 | $3.78K | 0.00% | +123 | New |
| Capital Analysts, LLC | 122 | $4.00K | 0.00% | +122 | New |
| USA Financial Portformulas Corp | 143 | $4.40K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 144 | $4.43K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 150 | $4.61K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $4.71K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 182 | $5.00K | 0.00% | −45−19.8% | Reduced |
| Red Tortoise LLC | 169 | $5.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 179 | $5.50K | 0.00% | +11+6.5% | Added |
| Addison Advisors LLC | 197 | $6.06K | 0.00% | +12+6.5% | Added |
| Toth Financial Advisory Corp | 204 | $6.27K | 0.00% | +204 | New |
| Investors Research Corp | 207 | $6.37K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 225 | $7.00K | 0.00% | −464−67.3% | Reduced |
| FSC Wealth Advisors, LLC | 231 | $7.10K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 232 | $7.13K | 0.00% | −35−13.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 232 | $7.13K | 0.00% | +232 | New |
| HighMark Wealth Management LLC | 246 | $7.57K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 252 | $7.75K | 0.00% | −32−11.3% | Reduced |
| Arrow Financial Corp | 252 | $7.75K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 270 | $8.30K | 0.00% | +270 | New |
| Kayne Anderson Rudnick Investment Management LLC | 271 | $8.33K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 275 | $8.46K | 0.00% | −325−54.2% | Reduced |
| Northwest Capital Management Inc | 300 | $9.22K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 315 | $9.69K | 0.02% | 00.0% | Unchanged |
| Motco | 321 | $9.87K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 324 | $9.96K | 0.01% | +324 | New |
| Loomis Sayles & Co L P | 322 | $10.0K | 0.00% | +151+88.3% | Added |
| Financial Avengers, Inc. | 335 | $10.3K | 0.01% | +335 | New |
| Creative Capital Management Investments LLC | 340 | $10.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 344 | $10.6K | 0.00% | −12−3.4% | Reduced |
| Rise Advisors, LLC | 350 | $10.8K | 0.01% | +2+0.6% | Added |
| Horizon Bancorp Inc | 363 | $11.0K | 0.01% | −1,035−74.0% | Reduced |
| PSI Advisors, LLC | 370 | $11.4K | 0.00% | +335+957.1% | Added |
| Dividend Assets Capital, LLC | 383 | $12.0K | 0.00% | −458−54.5% | Reduced |
| Avalon Trust Co | 393 | $12.1K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 396 | $12.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $12.3K | 0.00% | −500−55.6% | Reduced |
| Beacon Capital Management, LLC | 362 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 432 | $13.3K | 0.00% | −72−14.3% | Reduced |
| Column Capital Advisors, LLC | 441 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 447 | $13.7K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 450 | $13.8K | 0.00% | +450 | New |
| KB Financial Partners, LLC | 444 | $14.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 473 | $14.5K | 0.00% | +2+0.4% | Added |
| Highline Wealth Partners LLC | 480 | $14.8K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 480 | $15.0K | 0.01% | +480 | New |
| Raffa Wealth Management, LLC | 516 | $15.9K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 533 | $16.4K | 0.01% | −100−15.8% | Reduced |
| Eagle Bay Advisors LLC | 538 | $16.5K | 0.01% | +72+15.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 550 | $16.9K | 0.00% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 566 | $17.4K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 600 | $18.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 611 | $18.8K | 0.01% | +19+3.2% | Added |
| TSFG, LLC | 615 | $19.0K | 0.01% | +201+48.6% | Added |
| Ameliora Wealth Management Ltd. | 627 | $19.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 630 | $19.4K | 0.00% | −1−0.2% | Reduced |
| AlphaMark Advisors, LLC | 650 | $20.0K | 0.01% | −20−3.0% | Reduced |
| Silicon Valley Capital Partners | 665 | $20.4K | 0.00% | +3+0.5% | Added |
| Mascoma Wealth Management LLC | 681 | $20.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 688 | $21.2K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 708 | $21.8K | 0.00% | −354,134−99.8% | Reduced |
| Pacific Center for Financial Services | 720 | $22.1K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 790 | $24.0K | 0.00% | −900−53.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 782 | $24.1K | 0.00% | −35−4.3% | Reduced |
| Private Ocean, LLC | 812 | $25.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 819 | $25.0K | 0.01% | +2+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 821 | $25.2K | 0.01% | −100−10.9% | Reduced |
| Thompson Investment Management, Inc. | 825 | $25.4K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 846 | $26.0K | 0.03% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 900 | $27.7K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $27.7K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 927 | $28.5K | 0.01% | +927 | New |
| Steward Financial Group LLC | 947 | $29.0K | 0.01% | −178−15.8% | Reduced |
| Cornerstone Planning Group LLC | 988 | $30.4K | 0.01% | −203−17.0% | Reduced |
| Venturi Wealth Management, LLC | 995 | $30.6K | 0.00% | +692+228.4% | Added |
| GW&K Investment Management, LLC | 1,033 | $32.0K | 0.00% | +251+32.1% | Added |
| Barrett & Company, Inc. | 1,044 | $32.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,046 | $32.2K | 0.00% | +3+0.3% | Added |
| Cape Investment Advisory, Inc. | 1,050 | $32.3K | 0.02% | 00.0% | Unchanged |