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 |
|---|---|---|---|---|---|
| Massachusetts Wealth Management | 35,715 | $1.10M | 1.01% | −200−0.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.11M | 0.24% | −36,000−50.0% | Reduced |
| Chatham Capital Group, Inc. | 36,216 | $1.11M | 0.25% | 00.0% | Unchanged |
| DFPG Investments, LLC | 37,085 | $1.12M | 0.10% | −1,510−3.9% | Reduced |
| Spirit of America Management Corp | 36,600 | $1.13M | 0.25% | −1,000−2.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.13M | 0.48% | 00.0% | Unchanged |
| Pitcairn Co | 37,067 | $1.14M | 0.10% | +1,870+5.3% | Added |
| Linscomb & Williams, Inc. | 37,086 | $1.14M | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 37,100 | $1.14M | 0.04% | +10,596+40.0% | Added |
| Sheets Smith Wealth Management | 37,228 | $1.14M | 0.17% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 33,624 | $1.15M | 1.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 37,421 | $1.15M | 0.03% | −279−0.7% | Reduced |
| Decatur Capital Management, Inc. | 37,705 | $1.16M | 0.84% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 37,802 | $1.16M | 0.08% | −1,500−3.8% | Reduced |
| Strategic Investment Solutions, Inc. | 36,875 | $1.17M | 0.01% | +36,292+6,225.0% | Added |
| Coldstream Capital Management Inc | 38,035 | $1.17M | 0.04% | −1,662−4.2% | Reduced |
| Sovereign Financial Group, Inc. | 38,037 | $1.17M | 0.42% | −2,062−5.1% | Reduced |
| Value Partners Investments Inc. | 37,953 | $1.17M | 0.10% | +37,953 | New |
| Weatherly Asset Management L. P. | 38,260 | $1.18M | 0.14% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 38,525 | $1.18M | 0.42% | −1,380−3.5% | Reduced |
| Vaughan David Investments LLC | 38,600 | $1.19M | 0.04% | −2,500−6.1% | Reduced |
| Lindbrook Capital, LLC | 38,704 | $1.19M | 0.13% | +965+2.6% | Added |
| Jacobi Capital Management LLC | 38,760 | $1.19M | 0.13% | +9,012+30.3% | Added |
| Nilsine Partners, LLC | 39,122 | $1.20M | 0.18% | −410−1.0% | Reduced |
| Ontario Teachers Pension Plan Board | 39,357 | $1.21M | 0.01% | −4,948−11.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,387 | $1.21M | 0.61% | +34+0.1% | Added |
| Valeo Financial Advisors, LLC | 39,487 | $1.21M | 0.06% | −1,650−4.0% | Reduced |
| Kanawha Capital Management LLC | 39,687 | $1.22M | 0.12% | 00.0% | Unchanged |
| Roundview Capital LLC | 39,762 | $1.22M | 0.12% | −3,346−7.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 46,184 | $1.23M | 0.44% | −634−1.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 40,060 | $1.23M | 0.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 40,220 | $1.24M | 0.03% | −659−1.6% | Reduced |
| Sherbrooke Park Advisers LLC | 40,490 | $1.25M | 0.40% | +32,445+403.3% | Added |
| First National Bank Sioux Falls | 40,500 | $1.25M | 0.74% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.25M | 0.06% | 00.0% | Unchanged |
| Marco Investment Management LLC | 40,778 | $1.25M | 0.14% | −1,357−3.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 40,837 | $1.26M | 0.05% | +30+0.1% | Added |
| Meeder Advisory Services, Inc. | 40,973 | $1.26M | 0.16% | −5,239−11.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 41,106 | $1.26M | 0.08% | +2,547+6.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 41,334 | $1.27M | 0.13% | −2,200−5.1% | Reduced |
| Delta Investment Management, LLC | 41,688 | $1.28M | 0.36% | +19,704+89.6% | Added |
| Conway Capital Management, Inc. | 41,850 | $1.29M | 0.94% | +2,000+5.0% | Added |
| Proequities, Inc. | 41,913 | $1.29M | 0.10% | +5,378+14.7% | Added |
| Bahl & Gaynor Inc | 42,074 | $1.29M | 0.01% | −628−1.5% | Reduced |
| Cascade Investment Advisors, Inc. | 42,381 | $1.30M | 1.03% | +250+0.6% | Added |
| Citadel Investment Advisory, Inc. | 42,689 | $1.31M | 0.86% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42,869 | $1.32M | 0.01% | −51,326−54.5% | Reduced |
| Fiduciary Group LLC | 42,869 | $1.32M | 0.17% | 00.0% | Unchanged |
| Studio Investment Management LLC | 42,880 | $1.32M | 0.37% | −9,075−17.5% | Reduced |
| Axq Capital, LP | 43,100 | $1.33M | 0.47% | +43,100 | New |
| IHT Wealth Management, LLC | 43,381 | $1.33M | 0.07% | +74+0.2% | Added |
| GWM Advisors LLC | 43,477 | $1.34M | 0.01% | +2,423+5.9% | Added |
| CWM Advisors, LLC | 43,507 | $1.34M | 0.17% | +3,554+8.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 43,544 | $1.34M | 0.13% | +24,087+123.8% | Added |
| Seven Eight Capital, LP | 43,830 | $1.35M | 0.16% | +43,830 | New |
| Lido Advisors, LLC | 43,960 | $1.35M | 0.02% | +2,931+7.1% | Added |
| Congress Park Capital LLC | 44,015 | $1.35M | 0.78% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 44,017 | $1.35M | 0.03% | −482−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 44,065 | $1.35M | 0.08% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 44,256 | $1.36M | 0.49% | +13,981+46.2% | Added |
| Fiduciary Trust Co | 44,441 | $1.37M | 0.02% | +44+0.1% | Added |
| Grandview Asset Management LLC | 44,778 | $1.38M | 0.79% | +44,778 | New |
| Sigma Planning Corp | 45,059 | $1.39M | 0.05% | −4,153−8.4% | Reduced |
| WealthTrust Axiom LLC | 45,138 | $1.39M | 0.50% | −300−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 45,198 | $1.39M | 0.05% | +18,157+67.1% | Added |
| Gibraltar Capital Management, Inc. | 45,433 | $1.40M | 0.62% | +60.0% | Added |
| Silvercrest Asset Management Group LLC | 45,572 | $1.40M | 0.01% | −3,032−6.2% | Reduced |
| WBH Advisory Inc | 45,650 | $1.40M | 0.17% | +1,202+2.7% | Added |
| Integrated Wealth Concepts LLC | 45,763 | $1.41M | 0.02% | +280+0.6% | Added |
| Smithfield Trust Co | 45,751 | $1.41M | 0.09% | −230−0.5% | Reduced |
| Guardian Investment Management | 46,150 | $1.42M | 1.30% | 00.0% | Unchanged |
| First National Advisers, LLC | 46,801 | $1.44M | 0.64% | +18,546+65.6% | Added |
| Federated Hermes, Inc. | 46,806 | $1.44M | 0.00% | +33,482+251.3% | Added |
| Canandaigua National Bank & Trust Co | 46,828 | $1.44M | 0.23% | −237−0.5% | Reduced |
| Sanchez Wealth Management Group | 47,063 | $1.45M | 0.58% | +24+0.1% | Added |
| Carmel Capital Partners, LLC | 47,213 | $1.45M | 0.65% | −71−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 47,589 | $1.46M | 0.14% | +3,266+7.4% | Added |
| Bath Savings Trust Co | 47,714 | $1.47M | 0.18% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 47,979 | $1.48M | 1.80% | −201−0.4% | Reduced |
| Colony Group LLC | 48,786 | $1.50M | 0.02% | +445+0.9% | Added |
| Wright Investors Service Inc | 49,171 | $1.51M | 0.44% | −11,687−19.2% | Reduced |
| Banque Cantonale Vaudoise | 49,443 | $1.52M | 0.08% | +8,098+19.6% | Added |
| LaSalle St. Investment Advisors, LLC | 49,518 | $1.52M | 0.75% | +27,519+125.1% | Added |
| First Business Financial Services, Inc. | 49,713 | $1.53M | 0.19% | +1,365+2.8% | Added |
| Allworth Financial LP | 49,731 | $1.53M | 0.01% | −111−0.2% | Reduced |
| Firethorn Wealth Partners, LLC | 49,742 | $1.53M | 1.17% | +128+0.3% | Added |
| MAI Capital Management | 50,253 | $1.55M | 0.02% | −1,046−2.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 50,375 | $1.55M | 0.25% | +8,115+19.2% | Added |
| Kahn Brothers Group Inc | 50,428 | $1.55M | 0.24% | +50,428 | New |
| Hudson Canyon Capital Management | 50,601 | $1.56M | 1.27% | 00.0% | Unchanged |
| Outfitter Financial LLC | 50,730 | $1.56M | 1.47% | +200+0.4% | Added |
| Garrett Investment Advisors LLC | 50,973 | $1.57M | 0.21% | +1,462+3.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 51,484 | $1.58M | 0.08% | −4,328−7.8% | Reduced |
| EP Wealth Advisors, LLC | 51,534 | $1.58M | 0.02% | +41,524+414.8% | Added |
| Americana Partners, LLC | 51,675 | $1.59M | 0.17% | +57+0.1% | Added |
| Genesee Capital Advisors, LLC | 51,892 | $1.60M | 1.15% | −3,149−5.7% | Reduced |
| Lincoln National Corp | 52,076 | $1.60M | 0.03% | +1,191+2.3% | Added |
| Umb Bank N A | 52,195 | $1.60M | 0.03% | −100−0.2% | Reduced |
| Venator Management LLC | 52,495 | $1.61M | 0.60% | −3,975−7.0% | Reduced |
| Prio Wealth Limited Partnership | 52,520 | $1.61M | 0.06% | −900−1.7% | Reduced |