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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 7,914 | $243.4K | 0.02% | +474+6.4% | Added |
| Exchange Bank | 7,933 | $243.9K | 0.23% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $244.0K | 0.06% | +414+5.5% | Added |
| Capstone Financial Advisors, Inc. | 7,939 | $244.1K | 0.02% | +346+4.6% | Added |
| Carmichael Hill & Associates, Inc. | 7,950 | $244.5K | 0.12% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 7,951 | $244.5K | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,951 | $244.5K | 0.13% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 7,177 | $244.7K | 0.18% | −102−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 7,989 | $245.7K | 0.08% | +453+6.0% | Added |
| Court Place Advisors, LLC | 8,004 | $246.1K | 0.09% | 00.0% | Unchanged |
| Geller Advisors LLC | 8,023 | $246.7K | 0.03% | +12+0.1% | Added |
| McClarren Financial Advisors, Inc. | 8,058 | $247.0K | 0.22% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 8,031 | $247.0K | 0.06% | +8,031 | New |
| Charles Schwab Trust Co | 8,039 | $247.2K | 0.03% | −1,080−11.8% | Reduced |
| L2 Asset Management, LLC | 52 | $247.5K | 0.12% | −7,423−99.3% | Reduced |
| Westover Capital Advisors, LLC | 8,114 | $249.5K | 0.09% | −510−5.9% | Reduced |
| Johnson Midwest Financial, LLC | 8,140 | $250.3K | 0.56% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 8,142 | $250.4K | 0.08% | +195+2.5% | Added |
| Fortress Wealth Group, LLC | 8,164 | $251.2K | 0.17% | +609+8.1% | Added |
| CGC Financial Services, LLC | 8,218 | $252.7K | 0.18% | 00.0% | Unchanged |
| CIC Wealth, LLC | 8,265 | $254.1K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,321 | $255.9K | 0.03% | +84+1.0% | Added |
| Jackson Hole Capital Partners, LLC | 8,336 | $256.3K | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,350 | $256.7K | 0.03% | +605+7.8% | Added |
| Roberts Glore & Co Inc | 8,381 | $257.7K | 0.09% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 8,383 | $257.8K | 0.06% | +139+1.7% | Added |
| Selective Wealth Management, Inc. | 8,367 | $258.1K | 0.14% | −219−2.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $258.3K | 0.17% | 00.0% | Unchanged |
| Caldwell Trust Co | 8,418 | $258.9K | 0.04% | −48−0.6% | Reduced |
| FDx Advisors, Inc. | 8,408 | $259.0K | 0.02% | −6,044−41.8% | Reduced |
| KCM Investment Advisors LLC | 8,428 | $259.2K | 0.01% | −2,496−22.8% | Reduced |
| Riverwater Partners LLC | 8,432 | $259.3K | 0.24% | −120−1.4% | Reduced |
| Borer Denton & Associates, Inc. | 8,439 | $259.5K | 0.11% | 00.0% | Unchanged |
| Norris Perne & French LLP | 8,486 | $260.9K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,494 | $261.2K | 0.03% | +598+7.6% | Added |
| Whittier Trust Co of Nevada Inc | 8,506 | $261.6K | 0.01% | −91−1.1% | Reduced |
| Live Oak Private Wealth LLC | 8,510 | $261.7K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 8,512 | $261.7K | 0.11% | +250+3.0% | Added |
| Bullseye Investment Management, LLC | 8,521 | $262.0K | 0.21% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 8,540 | $262.6K | 0.17% | −145−1.7% | Reduced |
| FSM Wealth Advisors, LLC | 8,564 | $263.3K | 0.13% | +312+3.8% | Added |
| Consolidated Planning Corp | 8,573 | $263.6K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,630 | $265.0K | 0.01% | +532+6.6% | Added |
| Drive Wealth Management, LLC | 8,624 | $265.2K | 0.10% | −276−3.1% | Reduced |
| Wealth Effects LLC | 8,646 | $265.9K | 0.13% | −600−6.5% | Reduced |
| Colonial Trust Advisors | 8,680 | $266.9K | 0.03% | −1,770−16.9% | Reduced |
| Allred Capital Management, LLC | 8,693 | $267.3K | 0.13% | +7+0.1% | Added |
| Credential Qtrade Securities Inc. | 8,746 | $268.9K | 0.02% | +48+0.6% | Added |
| Prestige Wealth Management Group LLC | 8,768 | $269.6K | 0.07% | −464−5.0% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $270.1K | 0.08% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 8,808 | $270.9K | 0.08% | −375−4.1% | Reduced |
| PFG Investments, LLC | 8,840 | $271.8K | 0.05% | +10+0.1% | Added |
| Mather Group, LLC. | 8,856 | $272.3K | 0.00% | −2,090−19.1% | Reduced |
| Valley National Advisers Inc | 8,880 | $273.0K | 0.05% | −223−2.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,913 | $274.0K | 0.00% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 8,931 | $274.6K | 0.02% | −1,118−11.1% | Reduced |
| Waldron Private Wealth LLC | 8,953 | $275.3K | 0.01% | −202−2.2% | Reduced |
| IFG Advisors, LLC | 8,976 | $276.0K | 0.10% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 8,980 | $276.1K | 0.08% | −51−0.6% | Reduced |
| Stokes Family Office, LLC | 8,988 | $276.4K | 0.03% | −827−8.4% | Reduced |
| Abn Amro Investment Solutions | 8,996 | $276.6K | 0.01% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 9,000 | $277.0K | 0.46% | −3,000−25.0% | Reduced |
| IVC Wealth Advisors LLC | 9,019 | $277.3K | 0.19% | 00.0% | Unchanged |
| Covenant Partners, LLC | 9,043 | $278.1K | 0.10% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 9,066 | $278.8K | 0.05% | +181+2.0% | Added |
| OneAscent Wealth Management LLC | 9,065 | $279.0K | 0.12% | +9,065 | New |
| Guidance Capital, Inc | 9,126 | $280.8K | 0.13% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 9,143 | $281.1K | 0.39% | +23+0.3% | Added |
| Signet Financial Management, LLC | 9,145 | $281.2K | 0.05% | −52−0.6% | Reduced |
| Evermay Wealth Management LLC | 9,155 | $281.5K | 0.06% | −155−1.7% | Reduced |
| Sittner & Nelson, LLC | 9,155 | $281.5K | 0.16% | −167−1.8% | Reduced |
| Mutual Advisors, LLC | 9,176 | $282.2K | 0.01% | +2,044+28.7% | Added |
| Glassman Wealth Services | 9,232 | $283.9K | 0.05% | +110+1.2% | Added |
| Verdence Capital Advisors LLC | 9,235 | $284.0K | 0.03% | +1,648+21.7% | Added |
| Hanson & Doremus Investment Management | 9,240 | $284.0K | 0.06% | +4,901+113.0% | Added |
| Aspiriant, LLC | 9,277 | $285.3K | 0.01% | +2,185+30.8% | Added |
| Evergreen Capital Management LLC | 9,315 | $286.4K | 0.01% | −549−5.6% | Reduced |
| Ironwood Investment Counsel, LLC | 9,329 | $286.9K | 0.07% | +20.0% | Added |
| Simon Quick Advisors, LLC | 9,330 | $286.9K | 0.03% | +596+6.8% | Added |
| RB Capital Management, LLC | 9,343 | $287.3K | 0.09% | +10.0% | Added |
| Invenio Wealth Partners LLC | 9,345 | $287.4K | 0.26% | +967+11.5% | Added |
| Chicago Partners Investment Group LLC | 9,535 | $287.6K | 0.02% | +277+3.0% | Added |
| Allstate Corp | 9,362 | $287.9K | 0.02% | 00.0% | Unchanged |
| Day & Ennis, LLC | 9,391 | $288.8K | 0.11% | 00.0% | Unchanged |
| Cullinan Associates Inc | 9,400 | $289.1K | 0.02% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 9,421 | $289.7K | 0.12% | +10.0% | Added |
| DAGCO, Inc. | 4,998 | $290.1K | 0.17% | −52,649−91.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,446 | $290.5K | 0.07% | −754−7.4% | Reduced |
| Forte Capital LLC | 9,480 | $291.5K | 0.04% | −234−2.4% | Reduced |
| Advisor OS, LLC | 9,561 | $294.0K | 0.04% | +3,645+61.6% | Added |
| State of Wyoming | 9,561 | $294.0K | 0.06% | −787−7.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,575 | $294.4K | 0.11% | 00.0% | Unchanged |
| IMS Capital Management | 9,626 | $296.0K | 0.18% | +3,162+48.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,626 | $296.0K | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 9,628 | $296.1K | 0.03% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 9,658 | $297.0K | 0.14% | +9,658 | New |
| YHB Investment Advisors, Inc. | 9,689 | $297.9K | 0.03% | +150+1.6% | Added |
| Altfest L J & Co Inc | 9,681 | $298.0K | 0.05% | −5,236−35.1% | Reduced |
| Lifeworks Advisors, LLC | 9,726 | $299.1K | 0.12% | +2,079+27.2% | Added |
| Tiemann Investment Advisors, LLC | 9,735 | $299.4K | 0.16% | +50+0.5% | Added |