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 |
|---|---|---|---|---|---|
| Renaissance Investment Group LLC | 9,750 | $299.8K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 9,751 | $299.8K | 0.29% | +10.0% | Added |
| Graypoint LLC | 9,804 | $301.5K | 0.03% | −228−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,839 | $302.5K | 0.03% | +7+0.1% | Added |
| West Branch Capital LLC | 9,860 | $303.2K | 0.16% | +32+0.3% | Added |
| Financial Advocates Investment Management | 9,873 | $303.6K | 0.02% | −2,229−18.4% | Reduced |
| Estabrook Capital Management | 9,875 | $303.7K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 9,886 | $304.0K | 0.03% | +89+0.9% | Added |
| Dakota Wealth Management | 9,963 | $306.4K | 0.01% | −1,596−13.8% | Reduced |
| KPP Advisory Services LLC | 9,987 | $307.1K | 0.10% | +9,987 | New |
| Glen Eagle Advisors, LLC | 9,998 | $307.4K | 0.07% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 10,000 | $307.5K | 0.02% | +110+1.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 10,000 | $308.0K | 0.01% | −463,659−97.9% | Reduced |
| HHM Wealth Advisors, LLC | 10,026 | $308.3K | 0.06% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 10,056 | $309.2K | 0.04% | +988+10.9% | Added |
| Eisler Capital (US) LLC | 10,084 | $310.1K | 0.11% | +10,084 | New |
| King Luther Capital Management Corp | 10,146 | $312.0K | 0.00% | −2,757−21.4% | Reduced |
| Pavion Blue Capital, LLC | 10,146 | $312.0K | 0.19% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 10,172 | $312.9K | 0.03% | −1,701−14.3% | Reduced |
| Altshuler Shaham Ltd | 10,180 | $313.0K | 0.01% | +822+8.8% | Added |
| Strategic Blueprint, LLC | 10,188 | $313.3K | 0.03% | +3,126+44.3% | Added |
| Comerica Securities,inc. | 10,266 | $315.7K | 0.03% | −14−0.1% | Reduced |
| NFJ Investment Group, LLC | 10,286 | $316.3K | 0.01% | −694−6.3% | Reduced |
| Curran Financial Partners, LLC | 10,298 | $316.7K | 0.14% | +408+4.1% | Added |
| Summit Global Investments | 9,595 | $317.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 10,309 | $317.0K | 0.01% | −3,000−22.5% | Reduced |
| Paragon Wealth Strategies, LLC | 10,344 | $318.1K | 0.09% | −579−5.3% | Reduced |
| Montag A & Associates Inc | 10,350 | $318.3K | 0.02% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,368 | $318.8K | 0.11% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 10,392 | $319.6K | 0.04% | −9,500−47.8% | Reduced |
| Farmers National Bank | 10,444 | $321.2K | 0.11% | +381+3.8% | Added |
| WNY Asset Management, LLC | 10,513 | $323.3K | 0.06% | −543−4.9% | Reduced |
| Goelzer Investment Management, Inc. | 10,523 | $323.6K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10,571 | $325.1K | 0.00% | +10,571 | New |
| Concord Wealth Partners | 10,581 | $325.4K | 0.07% | −150−1.4% | Reduced |
| Kozak & Associates, Inc. | 10,556 | $326.3K | 0.12% | +169+1.6% | Added |
| Lake Street Financial LLC | 10,678 | $326.4K | 0.06% | +512+5.0% | Added |
| Kinloch Capital, LLC | 10,692 | $328.8K | 0.21% | 00.0% | Unchanged |
| David Loasby | 10,664 | $329.0K | 0.04% | +145+1.4% | Added |
| Connors Investor Services Inc | 10,685 | $329.0K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 10,701 | $329.1K | 0.00% | −475,847−97.8% | Reduced |
| Sound Income Strategies, LLC | 10,715 | $329.5K | 0.03% | +10.0% | Added |
| Gradient Investments LLC | 10,720 | $329.6K | 0.01% | +15+0.1% | Added |
| Kiley Juergens Wealth Management, LLC | 10,844 | $333.5K | 0.12% | 00.0% | Unchanged |
| DRW Securities, LLC | 10,904 | $335.0K | 0.03% | +10,904 | New |
| Angeles Wealth Management, LLC | 10,914 | $335.6K | 0.05% | +314+3.0% | Added |
| Peregrine Asset Advisers, Inc. | 10,915 | $335.6K | 0.17% | +10,915 | New |
| CM Wealth Advisors LLC | 10,800 | $336.0K | 0.13% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 10,933 | $336.2K | 0.17% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10,960 | $337.0K | 0.20% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 11,028 | $339.1K | 0.05% | +641+6.2% | Added |
| Tilt Investment Management Holdings, PBC | 11,050 | $339.8K | 0.24% | 00.0% | Unchanged |
| Ostrum Asset Management | 11,096 | $341.2K | 0.03% | −20,925−65.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 11,096 | $341.2K | 0.21% | 00.0% | Unchanged |
| Marion Wealth Management | 11,100 | $341.3K | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $341.3K | 0.04% | 00.0% | Unchanged |
| Westmount Partners, LLC | 11,167 | $343.4K | 0.15% | +40+0.4% | Added |
| Financial Strategies Group, Inc. | 10,952 | $343.6K | 0.11% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 11,210 | $344.7K | 0.03% | −440,313−97.5% | Reduced |
| Penserra Capital Management LLC | 11,234 | $345.0K | 0.01% | −1,937−14.7% | Reduced |
| TriaGen Wealth Management LLC | 11,224 | $345.1K | 0.18% | 00.0% | Unchanged |
| Truepoint, Inc. | 11,249 | $345.9K | 0.01% | +11,249 | New |
| Fidelis Capital Partners, LLC | 11,257 | $346.2K | 0.12% | +1,018+9.9% | Added |
| 9258 Wealth Management, LLC | 11,284 | $347.0K | 0.07% | −48−0.4% | Reduced |
| Capital Investment Counsel, Inc | 11,286 | $347.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,288 | $347.1K | 0.03% | −1,439−11.3% | Reduced |
| Financial Advisors, LLC | 11,289 | $347.1K | 0.09% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $348.6K | 0.21% | 00.0% | Unchanged |
| Tufton Capital Management | 11,340 | $348.7K | 0.08% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $349.0K | 0.14% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,376 | $349.8K | 0.05% | −481−4.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,390 | $350.0K | 0.16% | −1,000−8.1% | Reduced |
| JNBA Financial Advisors | 11,386 | $350.1K | 0.04% | 00.0% | Unchanged |
| Bank of Hawaii | 11,400 | $350.6K | 0.02% | −72−0.6% | Reduced |
| Shufro Rose & Co LLC | 11,400 | $350.6K | 0.03% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $351.0K | 0.05% | 00.0% | Unchanged |
| Girard Partners Ltd. | 11,434 | $351.6K | 0.04% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 11,468 | $352.6K | 0.00% | −599−5.0% | Reduced |
| KCS Wealth Advisory | 11,513 | $354.0K | 0.15% | −480−4.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $354.2K | 0.11% | 00.0% | Unchanged |
| Diversified, LLC | 11,552 | $355.2K | 0.09% | +11,552 | New |
| Catalyst Financial Partners LLC | 11,563 | $355.6K | 0.11% | +3,196+38.2% | Added |
| Strategic Financial Services, Inc, | 11,591 | $356.4K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 11,648 | $358.0K | 0.17% | −3,139−21.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 11,750 | $361.3K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,753 | $361.4K | 0.13% | +42+0.4% | Added |
| Global Retirement Partners, LLC | 11,753 | $362.6K | 0.02% | −230−1.9% | Reduced |
| Brighton Jones LLC | 11,820 | $363.5K | 0.02% | +720+6.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,841 | $364.0K | 0.24% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,862 | $364.8K | 0.07% | −136−1.1% | Reduced |
| Courier Capital LLC | 11,907 | $366.1K | 0.03% | 00.0% | Unchanged |
| Harbor Group, Inc. | 11,912 | $366.3K | 0.21% | +10+0.1% | Added |
| Econ Financial Services Corp | 11,936 | $367.0K | 0.27% | +11,936 | New |
| Johnson Financial Group, Inc. | 11,963 | $367.9K | 0.03% | −50−0.4% | Reduced |
| Argyle Capital Management Inc. | 12,000 | $369.0K | 0.14% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 12,010 | $369.3K | 0.07% | +5,484+84.0% | Added |
| Cutter & CO Brokerage, Inc. | 12,105 | $372.2K | 0.11% | +40.0% | Added |
| Fagan Associates, Inc. | 12,131 | $373.0K | 0.09% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 12,138 | $373.2K | 0.27% | +1,893+18.5% | Added |
| Strategic Equity Management | 12,141 | $373.3K | 0.14% | 00.0% | Unchanged |