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 |
|---|---|---|---|---|---|
| Atom Investors LP | 12,152 | $373.7K | 0.09% | +12,152 | New |
| Financial Network Wealth Management LLC | 12,300 | $375.0K | 0.18% | 00.0% | Unchanged |
| Elgethun Capital Management | 12,310 | $375.6K | 0.11% | +12,310 | New |
| Formidable Asset Management, LLC | 12,235 | $376.2K | 0.08% | 00.0% | Unchanged |
| Alpha Family Trust | 12,270 | $377.3K | 0.29% | 00.0% | Unchanged |
| Horizon Investments, LLC | 12,294 | $378.0K | 0.01% | −926−7.0% | Reduced |
| Money Concepts Capital Corp | 12,325 | $379.0K | 0.04% | −970−7.3% | Reduced |
| 3Chopt Investment Partners, LLC | 12,412 | $381.7K | 0.23% | +4,934+66.0% | Added |
| Founders Financial Alliance, LLC | 12,418 | $381.9K | 0.17% | −180−1.4% | Reduced |
| First National Trust Co | 12,450 | $382.8K | 0.02% | −1,277−9.3% | Reduced |
| Lynch & Associates | 12,493 | $384.2K | 0.10% | −8,900−41.6% | Reduced |
| Wedmont Private Capital | 12,370 | $384.5K | 0.04% | +1,124+10.0% | Added |
| Benjamin Edwards Inc | 12,519 | $385.0K | 0.09% | −268−2.1% | Reduced |
| Northwest Bancshares, Inc. | 12,551 | $385.9K | 0.07% | −900−6.7% | Reduced |
| Texas Yale Capital Corp. | 12,575 | $386.7K | 0.02% | +4,775+61.2% | Added |
| Empower Advisory Group, LLC | 12,592 | $387.2K | 0.00% | +3,645+40.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $387.4K | 0.11% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 12,610 | $387.8K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12,622 | $388.1K | 0.06% | +150+1.2% | Added |
| Confluence Wealth Services, Inc. | 12,629 | $388.3K | 0.08% | +1,090+9.4% | Added |
| Shorepoint Capital Partners LLC | – | $392.1K | 0.12% | – | – |
| Bigelow Investment Advisors, LLC | 12,754 | $392.2K | 0.23% | 00.0% | Unchanged |
| Sepio Capital, LP | 12,880 | $396.1K | 0.03% | +40+0.3% | Added |
| St Germain D J Co Inc | 12,896 | $396.6K | 0.02% | +600+4.9% | Added |
| Gables Capital Management Inc. | 12,950 | $398.2K | 0.28% | 00.0% | Unchanged |
| Holderness Investments Co | 12,994 | $399.6K | 0.16% | −378−2.8% | Reduced |
| RCS Financial Planning, LLC | 13,044 | $401.1K | 0.31% | −50.0% | Reduced |
| Collective Family Office LLC | 13,047 | $401.2K | 0.16% | −1,045−7.4% | Reduced |
| Joel Isaacson & Co., LLC | 13,060 | $401.6K | 0.03% | +11+0.1% | Added |
| Oliver Luxxe Assets LLC | 13,080 | $402.2K | 0.10% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 13,140 | $404.1K | 0.29% | +967+7.9% | Added |
| McLean Asset Management Corp | 12,984 | $409.5K | 0.17% | −15−0.1% | Reduced |
| Moloney Securities Asset Management, LLC | 13,517 | $415.6K | 0.07% | −2,760−17.0% | Reduced |
| Merit Financial Group, LLC | 13,528 | $416.0K | 0.01% | +2,425+21.8% | Added |
| Mission Wealth Management, LP | 13,555 | $416.8K | 0.02% | −736−5.2% | Reduced |
| 180 Wealth Advisors, LLC | 13,605 | $418.4K | 0.09% | −14−0.1% | Reduced |
| Chronos Wealth Management, LLC | 13,645 | $419.6K | 0.29% | +4,225+44.9% | Added |
| ELCO Management Co., LLC | 13,647 | $419.6K | 0.30% | +2,592+23.4% | Added |
| Concentric Capital Strategies, LP | 13,658 | $420.0K | 0.05% | +13,658 | New |
| IFG Advisory, LLC | 13,731 | $422.2K | 0.04% | +9+0.1% | Added |
| IFP Advisors, Inc | 13,738 | $422.4K | 0.02% | −36−0.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,800 | $424.4K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,802 | $424.4K | 0.07% | −293−2.1% | Reduced |
| Armstrong Advisory Group, Inc | 13,802 | $424.4K | 0.05% | +1,175+9.3% | Added |
| HITE Hedge Asset Management LLC | 13,942 | $428.7K | 0.05% | −174,678−92.6% | Reduced |
| Harvey Investment Co LLC | 13,986 | $430.0K | 0.06% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 13,990 | $430.2K | 0.13% | +1,557+12.5% | Added |
| Brandywine Oak Private Wealth LLC | 13,993 | $430.3K | 0.05% | −2,303−14.1% | Reduced |
| Everett Harris & Co | 14,012 | $430.9K | 0.01% | −1,164−7.7% | Reduced |
| Sendero Wealth Management, LLC | 14,022 | $431.2K | 0.09% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 14,033 | $431.5K | 0.07% | −1,765−11.2% | Reduced |
| Marathon Capital Management | 14,048 | $432.0K | 0.11% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 14,059 | $432.3K | 0.07% | +64+0.5% | Added |
| Warren Averett Asset Management, LLC | 14,061 | $432.4K | 0.02% | +234+1.7% | Added |
| HBK Sorce Advisory LLC | 14,074 | $432.8K | 0.02% | +112+0.8% | Added |
| Astoria Portfolio Advisors LLC. | 14,672 | $434.2K | 0.21% | +349+2.4% | Added |
| J.W. Cole Advisors, Inc. | 14,131 | $434.5K | 0.03% | +920+7.0% | Added |
| Himension Fund | 14,137 | $434.7K | 0.04% | +14,137 | New |
| Triad Financial Advisors, Inc. | 14,156 | $435.3K | 0.15% | +310+2.2% | Added |
| Stoneridge Investment Partners LLC | 14,176 | $436.0K | 0.21% | +14,176 | New |
| 1st Source Bank | 14,192 | $436.4K | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 14,221 | $437.3K | 0.02% | 00.0% | Unchanged |
| Hendley & Co Inc | 14,310 | $440.0K | 0.18% | +1,700+13.5% | Added |
| Level Four Advisory Services, LLC | 14,332 | $440.7K | 0.03% | +1,001+7.5% | Added |
| Successful Portfolios LLC | 14,347 | $441.2K | 0.39% | +20+0.1% | Added |
| FC Advisory LLC | 14,400 | $442.8K | 0.19% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 14,408 | $443.1K | 0.18% | +14,408 | New |
| Raleigh Capital Management Inc. | 14,415 | $443.3K | 0.23% | +404+2.9% | Added |
| Manchester Capital Management LLC | 14,416 | $443.3K | 0.07% | −30.0% | Reduced |
| WCG Wealth Advisors LLC | 14,440 | $444.0K | 0.03% | +3,626+33.5% | Added |
| Evercore Wealth Management, LLC | 14,471 | $445.0K | 0.01% | −448−3.0% | Reduced |
| CWA Asset Management Group, LLC | 14,531 | $446.8K | 0.03% | +2,512+20.9% | Added |
| Silver Oak Advisory Group, Inc. | 14,561 | $447.0K | 0.29% | +8,388+135.9% | Added |
| Traphagen Investment Advisors LLC | 14,545 | $447.3K | 0.06% | −2,991−17.1% | Reduced |
| NBT Bank N A | 14,658 | $450.7K | 0.04% | −360−2.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,673 | $451.2K | 0.10% | +393+2.8% | Added |
| Fifth Third Wealth Advisors LLC | 14,681 | $451.4K | 0.18% | +3,978+37.2% | Added |
| Meritas Wealth Management, LLC | 14,715 | $452.5K | 0.35% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 14,724 | $452.8K | 0.02% | +417+2.9% | Added |
| Canal Capital Management, LLC | 14,771 | $454.2K | 0.09% | 00.0% | Unchanged |
| Bangor Savings Bank | 14,791 | $454.8K | 0.05% | −45−0.3% | Reduced |
| Viawealth, LLC | 14,874 | $457.4K | 0.34% | −25−0.2% | Reduced |
| Magnolia Capital Management Ltd | 14,895 | $458.0K | 0.45% | 00.0% | Unchanged |
| LSV Asset Management | 15,000 | $461.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 15,046 | $462.7K | 0.33% | +5,703+61.0% | Added |
| Greylin Investment Mangement Inc | 15,083 | $463.8K | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 15,170 | $466.5K | 0.22% | −500−3.2% | Reduced |
| Capital Asset Advisory Services LLC | 14,758 | $466.5K | 0.03% | +849+6.1% | Added |
| McKinley Carter Wealth Services, Inc. | 15,217 | $467.9K | 0.04% | −992−6.1% | Reduced |
| SRB Corp | 15,266 | $469.4K | 0.03% | +1,470+10.7% | Added |
| Verus Financial Partners, Inc. | 15,092 | $470.0K | 0.06% | −11,712−43.7% | Reduced |
| Crescent Sterling, Ltd. | 15,300 | $470.5K | 0.50% | −1,751−10.3% | Reduced |
| Smith, Salley & Associates | 15,303 | $470.6K | 0.03% | −400−2.5% | Reduced |
| Jefferies Financial Group Inc. | 15,306 | $470.7K | 0.01% | +15,306 | New |
| Principle Wealth Partners LLC | 15,329 | $471.4K | 0.05% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 15,360 | $472.3K | 0.11% | −120−0.8% | Reduced |
| First Citizens Bank & Trust Co | 15,371 | $472.7K | 0.01% | −1,062−6.5% | Reduced |
| Davis R M Inc | 15,430 | $474.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 15,417 | $474.1K | 0.02% | +1,688+12.3% | Added |
| Syverson Strege & Co | 15,444 | $474.9K | 0.21% | +66+0.4% | Added |