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 |
|---|---|---|---|---|---|
| First Personal Financial Services | 5,955 | $183.1K | 0.05% | +3+0.1% | Added |
| Silver Oak Securities, Inc | 6,003 | $184.6K | 0.04% | −5,405−47.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 5,611 | $190.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,181 | $190.1K | 0.01% | +134+2.2% | Added |
| Atlas Capital Advisors LLC | 6,207 | $190.9K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,369 | $193.6K | 0.00% | −345−5.1% | Reduced |
| Old Second National Bank of Aurora | 6,450 | $198.3K | 0.06% | −400−5.8% | Reduced |
| Baldwin Investment Management, LLC | 6,507 | $200.1K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,516 | $200.4K | 0.01% | −156−2.3% | Reduced |
| Moneywise, Inc. | 6,518 | $200.4K | 0.13% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,555 | $202.0K | 0.13% | −345−5.0% | Reduced |
| Goodwin Daniel L | 6,600 | $202.9K | 0.10% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,616 | $203.4K | 0.09% | +4+0.1% | Added |
| Resolute Wealth Strategies, LLC | 6,624 | $203.7K | 0.15% | −20−0.3% | Reduced |
| Wintrust Investments LLC | 6,659 | $205.0K | 0.02% | +6,659 | New |
| Red Wave Investments LLC | 6,683 | $205.5K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,693 | $205.8K | 0.02% | −1,111−14.2% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $206.0K | 0.01% | −146−2.1% | Reduced |
| NBC Securities, Inc. | 6,760 | $207.0K | 0.02% | +6,760 | New |
| J. W. Coons Advisors, LLC | 6,750 | $207.6K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,784 | $208.6K | 0.04% | −230−3.3% | Reduced |
| Ameritas Advisory Services, LLC | 6,795 | $208.9K | 0.01% | +6,795 | New |
| ICA Group Wealth Management, LLC | 6,821 | $209.7K | 0.06% | −263−3.7% | Reduced |
| Gould Asset Management LLC | 6,825 | $209.9K | 0.06% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 6,830 | $210.0K | 0.00% | −62,780−90.2% | Reduced |
| Bridgeworth, LLC | 6,848 | $210.6K | 0.02% | −1,808−20.9% | Reduced |
| ZWJ Investment Counsel Inc | 6,849 | $210.7K | 0.01% | +6,849 | New |
| Summit X, LLC | 6,887 | $211.8K | 0.07% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,888 | $211.8K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,896 | $212.1K | 0.03% | +6,896 | New |
| Creative Financial Designs Inc | 6,902 | $212.2K | 0.02% | +443+6.9% | Added |
| Spreng Capital Management, Inc. | 6,931 | $213.1K | 0.16% | −300−4.1% | Reduced |
| International Assets Investment Management, LLC | 7,041 | $213.2K | 0.03% | +998+16.5% | Added |
| Defender Capital, LLC. | 6,938 | $213.3K | 0.08% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6,938 | $213.3K | 0.01% | +438+6.7% | Added |
| White Pine Capital LLC | 6,950 | $213.7K | 0.09% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,961 | $214.1K | 0.10% | −130−1.8% | Reduced |
| Lowell Blake & Associates Inc. | 6,981 | $214.7K | 0.06% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 6,992 | $215.0K | 0.02% | +7+0.1% | Added |
| Barr E S & Co | 7,000 | $215.3K | 0.02% | +537+8.3% | Added |
| ArrowMark Colorado Holdings LLC | 7,020 | $215.9K | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 7,032 | $216.2K | 0.05% | −252−3.5% | Reduced |
| Oxford Financial Group Ltd | 7,034 | $216.3K | 0.02% | −246−3.4% | Reduced |
| Aviance Capital Partners, LLC | 7,034 | $216.3K | 0.05% | +10.0% | Added |
| Berger Financial Group, Inc | 7,045 | $216.6K | 0.02% | −1,183−14.4% | Reduced |
| Kendall Capital Management | 7,044 | $217.0K | 0.10% | 00.0% | Unchanged |
| Patten & Patten Inc | 7,060 | $217.1K | 0.02% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 7,070 | $217.4K | 0.20% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,052 | $218.0K | 0.16% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,127 | $219.2K | 0.01% | −2,081−22.6% | Reduced |
| SNS Financial Group, LLC | 7,155 | $220.0K | 0.03% | +38+0.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,167 | $220.4K | 0.05% | +7,167 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 7,181 | $220.8K | 0.13% | +4+0.1% | Added |
| Fairhaven Wealth Management, LLC | 7,184 | $220.9K | 0.09% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 7,200 | $221.0K | 0.03% | 00.0% | Unchanged |
| Papp L Roy & Associates | 7,200 | $221.4K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $221.4K | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $221.4K | 0.05% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 7,206 | $221.6K | 0.03% | +24+0.3% | Added |
| AIA Group Ltd | 7,237 | $222.5K | 0.01% | +7,237 | New |
| Mirova | 7,273 | $223.6K | 0.05% | −22,624−75.7% | Reduced |
| West Wealth Group, LLC | 7,298 | $224.4K | 0.10% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 7,300 | $224.5K | 0.01% | +500+7.4% | Added |
| Heritage Trust Co | 7,302 | $224.5K | 0.04% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 7,303 | $224.6K | 0.00% | −60−0.8% | Reduced |
| Ridgewood Investments LLC | 7,374 | $226.8K | 0.15% | +8+0.1% | Added |
| Middleton & Co Inc | 7,375 | $226.8K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,381 | $227.0K | 0.01% | +100+1.4% | Added |
| Excalibur Management Corp | 7,386 | $227.1K | 0.12% | −2,000−21.3% | Reduced |
| Carderock Capital Management Inc | 7,400 | $227.6K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,404 | $227.7K | 0.03% | +612+9.0% | Added |
| Klingman & Associates, LLC | 7,410 | $227.9K | 0.02% | +24+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 7,414 | $228.0K | 0.00% | −183,791−96.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,450 | $228.0K | 0.12% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,420 | $228.2K | 0.11% | −27−0.4% | Reduced |
| Thomasville National Bank | 7,443 | $228.9K | 0.02% | −162−2.1% | Reduced |
| TrinityPoint Wealth, LLC | 7,469 | $229.7K | 0.05% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 7,476 | $229.9K | 0.07% | +5,182+225.9% | Added |
| Wela Strategies, Inc. | 7,494 | $230.4K | 0.14% | 00.0% | Unchanged |
| Norway Savings Bank | 7,500 | $230.6K | 0.11% | −2,150−22.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,500 | $230.6K | 0.24% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,535 | $231.7K | 0.11% | −148−1.9% | Reduced |
| CoreFirst Bank & Trust | 7,549 | $232.1K | 0.16% | 00.0% | Unchanged |
| Auxier Asset Management | 7,566 | $232.7K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,568 | $232.7K | 0.02% | +101+1.4% | Added |
| Capital Square, LLC | 7,600 | $233.1K | 0.31% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,591 | $233.4K | 0.03% | +1,263+20.0% | Added |
| Guardian Wealth Advisors, LLC | 7,630 | $234.6K | 0.04% | +1,315+20.8% | Added |
| Leonteq Securities AG | 7,645 | $235.1K | 0.02% | +3,737+95.6% | Added |
| Compass Financial Group, INC | 7,645 | $235.1K | 0.07% | −10.0% | Reduced |
| Clear Creek Financial Management, LLC | 7,646 | $235.1K | 0.04% | −23−0.3% | Reduced |
| Cozad Asset Management Inc | 7,659 | $235.5K | 0.03% | +150+2.0% | Added |
| Holistic Financial Partners | 7,696 | $236.7K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,700 | $236.8K | 0.06% | +200+2.7% | Added |
| Capstone Investment Advisors, LLC | 7,722 | $237.5K | 0.01% | +3,391+78.3% | Added |
| Southland Equity Partners LLC | 7,731 | $237.7K | 0.08% | +20.0% | Added |
| Buckingham Strategic Partners | 7,751 | $238.4K | 0.01% | +1,277+19.7% | Added |
| Broderick Brian C | 7,800 | $239.8K | 0.07% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 7,875 | $242.2K | 0.07% | 00.0% | Unchanged |
| New Capital Management LP | 7,884 | $242.4K | 0.08% | +7,884 | New |