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 |
|---|---|---|---|---|---|
| American State Bank (Iowa) | 1,050 | $32.3K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,067 | $32.8K | 0.01% | +960+897.2% | Added |
| JFS Wealth Advisors, LLC | 1,079 | $33.2K | 0.00% | +103+10.6% | Added |
| Pacifica Partners Inc. | 1,125 | $34.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,129 | $35.7K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,185 | $36.4K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,200 | $36.9K | 0.03% | +1,200 | New |
| Annapolis Financial Services, LLC | 1,233 | $37.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12,280 | $39.6K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,393 | $42.8K | 0.00% | −732−34.4% | Reduced |
| West Paces Advisors Inc. | 1,470 | $45.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,480 | $45.5K | 0.01% | −320−17.8% | Reduced |
| Versant Capital Management, Inc | 1,483 | $45.6K | 0.01% | −1−0.1% | Reduced |
| Centerpoint Advisors, LLC | 1,500 | $46.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $46.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,504 | $46.2K | 0.00% | +367+32.3% | Added |
| FinTrust Capital Advisors, LLC | 1,511 | $46.5K | 0.01% | +445+41.7% | Added |
| Nemes Rush Group LLC | 1,605 | $49.4K | 0.01% | +255+18.9% | Added |
| Farther Finance Advisors, LLC | 1,619 | $49.8K | 0.01% | +48+3.1% | Added |
| Trust Co | 1,629 | $50.1K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,632 | $50.2K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,752 | $53.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,801 | $55.0K | 0.04% | −98−5.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,800 | $55.4K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $55.4K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,823 | $56.1K | 0.01% | +1,823 | New |
| Orion Capital Management LLC | 1,830 | $56.3K | 0.04% | +1,830 | New |
| Operose Advisors LLC | 1,891 | $58.1K | 0.02% | +1,891 | New |
| Riggs Asset Managment Co. Inc. | 1,935 | $59.5K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $60.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $60.1K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,987 | $61.1K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,994 | $61.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,031 | $62.5K | 0.02% | −9−0.4% | Reduced |
| Financial Perspectives, Inc | 2,035 | $62.6K | 0.03% | +5+0.2% | Added |
| Itau Unibanco Holding S.A. | 2,064 | $63.5K | 0.00% | +2,064 | New |
| Arcadia Investment Management Corp | 2,064 | $63.5K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,091 | $64.3K | 0.04% | +7+0.3% | Added |
| Mondrian Investment Partners LTD | 2,097 | $64.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,115 | $65.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,156 | $66.3K | 0.02% | +7+0.3% | Added |
| Silvant Capital Management LLC | 2,199 | $67.6K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,214 | $68.1K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,263 | $69.6K | 0.01% | +8+0.4% | Added |
| Riverview Trust Co | 2,329 | $71.6K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,361 | $73.0K | 0.01% | +145+6.5% | Added |
| Milestone Investment Advisors LLC | 2,388 | $73.4K | 0.02% | +2,388 | New |
| Impact Partnership Wealth, LLC | 2,391 | $73.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 2,393 | $73.6K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,525 | $77.6K | 0.00% | −295−10.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,541 | $78.1K | 0.04% | +2,541 | New |
| Sutton Wealth Advisors Inc. | 2,652 | $81.5K | 0.04% | +134+5.3% | Added |
| CNB Bank | 2,655 | $81.6K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,657 | $81.7K | 0.01% | −175−6.2% | Reduced |
| Atlantic Trust, LLC | 2,686 | $82.6K | 0.03% | +10+0.4% | Added |
| Washington Trust Advisors, Inc. | 2,760 | $84.9K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,908 | $89.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,963 | $91.1K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3,000 | $92.3K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $92.7K | 0.03% | +3,015 | New |
| MB, Levis & Associates, LLC | 3,020 | $92.9K | 0.06% | +8+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 3,056 | $94.0K | 0.05% | −45−1.5% | Reduced |
| Park Place Capital Corp | 3,064 | $94.2K | 0.03% | +330+12.1% | Added |
| Trifecta Capital Advisors, LLC | 3,117 | $95.8K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,169 | $97.4K | 0.02% | +3,169 | New |
| Core Alternative Capital | 3,242 | $99.7K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,269 | $100.5K | 0.02% | −558−14.6% | Reduced |
| Hexagon Capital Partners LLC | 3,380 | $103.9K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 3,487 | $107.2K | 0.03% | +2,577+283.2% | Added |
| Lee Financial Co | 3,516 | $108.1K | 0.02% | +150+4.5% | Added |
| Financial Management Professionals, Inc. | 3,551 | $109.0K | 0.02% | +17+0.5% | Added |
| Front Street Capital Management, Inc. | 3,591 | $110.0K | 0.02% | +3,591 | New |
| PEAK6 Investments LLC | 3,786 | $116.4K | 0.01% | −2,591−40.6% | Reduced |
| Union Savings Bank | 3,800 | $116.8K | 0.07% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,050 | $124.5K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 4,098 | $126.0K | 0.01% | +1,306+46.8% | Added |
| Perkins Coie Trust Co | 4,194 | $129.0K | 0.04% | +4,194 | New |
| BluePath Capital Management, LLC | 4,230 | $130.1K | 0.12% | +4,230 | New |
| One River Asset Management, LLC | 4,308 | $131.7K | 0.06% | +1,449+50.7% | Added |
| Ritter Daniher Financial Advisory LLC | 4,350 | $133.8K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,455 | $137.0K | 0.04% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,500 | $138.4K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $138.4K | 0.12% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,670 | $143.0K | 0.00% | −6,100−56.6% | Reduced |
| ZRC Wealth Management, LLC | 4,734 | $145.6K | 0.13% | 00.0% | Unchanged |
| Headinvest, LLC | 4,896 | $149.5K | 0.03% | +4,896 | New |
| Cassady Schiller Wealth Management, LLC | 4,927 | $151.5K | 0.08% | −420−7.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,969 | $152.8K | 0.12% | −249−4.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,119 | $157.4K | 0.02% | +698+15.8% | Added |
| Independence Bank of Kentucky | 5,130 | $157.7K | 0.07% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,204 | $160.0K | 0.07% | +5,204 | New |
| Truvestments Capital LLC | 5,250 | $161.5K | 0.08% | −20.0% | Reduced |
| Salomon & Ludwin, LLC | 5,373 | $165.2K | 0.02% | +5,373 | New |
| MCF Advisors LLC | 5,393 | $165.8K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,448 | $167.5K | 0.01% | +5,448 | New |
| Paladin Advisory Group, LLC | 5,595 | $172.0K | 0.15% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,800 | $178.3K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,834 | $179.4K | 0.02% | −672−10.3% | Reduced |
| Tradition Wealth Management, LLC | 5,869 | $180.0K | 0.02% | −61−1.0% | Reduced |
| Quent Capital, LLC | 5,882 | $180.9K | 0.03% | +29+0.5% | Added |