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 |
|---|---|---|---|---|---|
| NCM Capital Management, LLC | 15,446 | $475.0K | 0.34% | +146+1.0% | Added |
| JGP Wealth Management, LLC | 15,551 | $478.2K | 0.08% | −40.0% | Reduced |
| Verus Capital Partners, LLC | 15,700 | $482.8K | 0.07% | +56+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15,764 | $484.7K | 0.08% | +900+6.1% | Added |
| Harvest Fund Management Co., Ltd | 15,789 | $486.0K | 0.08% | +3,829+32.0% | Added |
| Nexus Investment Management ULC | 15,840 | $487.1K | 0.05% | 00.0% | Unchanged |
| Invesco, LLC | 15,897 | $488.8K | 0.25% | −306−1.9% | Reduced |
| Bailard, Inc. | 15,960 | $490.8K | 0.02% | 00.0% | Unchanged |
| Imprint Wealth LLC | 15,994 | $491.8K | 0.42% | +3,524+28.3% | Added |
| Wolverine Asset Management LLC | 16,000 | $492.0K | 0.01% | +1,000+6.7% | Added |
| Waypoint Wealth Partners Inc. | 16,020 | $492.6K | 0.17% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 16,047 | $493.4K | 0.02% | +2,253+16.3% | Added |
| Deseret Mutual Benefit Administrators | 16,097 | $495.0K | 0.24% | −1,762−9.9% | Reduced |
| Partners in Financial Planning | 16,116 | $495.6K | 0.13% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 16,125 | $495.8K | 0.25% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 16,182 | $498.0K | 0.07% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 16,233 | $499.2K | 0.00% | +2,597+19.0% | Added |
| Integrated Advisors Network LLC | 16,293 | $501.0K | 0.03% | −58−0.4% | Reduced |
| Lake Street Advisors Group, LLC | 16,339 | $502.0K | 0.03% | −642−3.8% | Reduced |
| Peachtree Investment Partners, LLC | 16,402 | $504.4K | 0.26% | +318+2.0% | Added |
| Tradewinds, LLC. | 16,428 | $505.2K | 0.30% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,495 | $507.2K | 0.02% | +1,231+8.1% | Added |
| Navellier & Associates Inc | 16,500 | $507.4K | 0.09% | −2,500−13.2% | Reduced |
| Tributary Capital Management, LLC | 16,500 | $507.4K | 0.05% | −300−1.8% | Reduced |
| Walker Asset Management, LLC | 16,512 | $507.8K | 0.45% | −600−3.5% | Reduced |
| First Commonwealth Financial Corp | 16,540 | $508.6K | 0.17% | −270−1.6% | Reduced |
| Choate Investment Advisors | 16,572 | $509.6K | 0.02% | +2,059+14.2% | Added |
| Oakworth Capital, Inc. | 16,607 | $510.7K | 0.05% | −5,730−25.7% | Reduced |
| Sandbar Asset Management LLP | 16,691 | $513.0K | 1.68% | +16,691 | New |
| Occudo Quantitative Strategies LP | 16,723 | $514.2K | 0.07% | +16,723 | New |
| McGlone Suttner Wealth Management, Inc. | 16,785 | $516.2K | 0.12% | +842+5.3% | Added |
| Independent Financial Group, LLC | 16,825 | $517.4K | 0.03% | +637+3.9% | Added |
| CFM Wealth Partners LLC | 16,834 | $517.6K | 0.14% | +1,832+12.2% | Added |
| Logan Capital Management Inc | 16,850 | $518.1K | 0.03% | −898−5.1% | Reduced |
| Conning Inc. | 16,879 | $519.0K | 0.02% | −250−1.5% | Reduced |
| Twin Capital Management Inc | 16,889 | $519.3K | 0.07% | −5,988−26.2% | Reduced |
| Northeast Financial Consultants Inc | 16,943 | $521.0K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 16,954 | $521.3K | 0.02% | −297−1.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,995 | $522.6K | 0.06% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 17,012 | $523.1K | 0.01% | +486+2.9% | Added |
| Koshinski Asset Management, Inc. | 17,048 | $524.2K | 0.06% | +840+5.2% | Added |
| Investors Asset Management of Georgia Inc | 17,395 | $525.2K | 0.29% | 00.0% | Unchanged |
| NTV Asset Management LLC | 17,083 | $525.3K | 0.10% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 17,100 | $525.8K | 0.04% | −150−0.9% | Reduced |
| Rede Wealth, LLC | 17,196 | $528.8K | 0.27% | +12+0.1% | Added |
| Parallel Advisors, LLC | 17,283 | $531.5K | 0.02% | +347+2.0% | Added |
| Royal Fund Management, LLC | 17,311 | $532.3K | 0.08% | +10.0% | Added |
| Ullmann Financial Group, Inc. | 17,361 | $533.8K | 0.10% | +128+0.7% | Added |
| Piscataqua Savings Bank | 17,384 | $534.6K | 0.47% | −2,500−12.6% | Reduced |
| High Net Worth Advisory Group LLC | 17,400 | $535.0K | 0.21% | −103−0.6% | Reduced |
| Ramirez Asset Management, Inc. | 17,437 | $536.2K | 0.12% | +17,437 | New |
| RSM US Wealth Management LLC | 17,450 | $536.6K | 0.02% | +1,337+8.3% | Added |
| Wendell David Associates Inc | 17,568 | $540.0K | 0.06% | −11,311−39.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 17,598 | $541.1K | 0.11% | −523−2.9% | Reduced |
| Mystic Asset Management, Inc. | 17,633 | $542.2K | 0.30% | +1,000+6.0% | Added |
| GYL Financial Synergies, LLC | 17,706 | $544.5K | 0.05% | −20.0% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $545.2K | 0.11% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 17,730 | $545.2K | 0.11% | +17,730 | New |
| Hall Capital Management Co Inc | 17,819 | $547.9K | 0.35% | −404−2.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 17,852 | $548.9K | 0.07% | +4,029+29.1% | Added |
| Burt Wealth Advisors | 17,875 | $549.7K | 0.17% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,886 | $550.0K | 0.05% | +40.0% | Added |
| MRP Capital Investments, LLC | 41,900 | $551.0K | 0.61% | +23,125+123.2% | Added |
| Secure Asset Management, LLC | 17,950 | $552.0K | 0.17% | +2,762+18.2% | Added |
| Parkside Financial Bank & Trust | 17,967 | $552.5K | 0.13% | +352+2.0% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $553.5K | 0.05% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 18,185 | $559.2K | 0.03% | +9,176+101.9% | Added |
| Gilbert & Cook, Inc. | 18,239 | $560.8K | 0.09% | +1,732+10.5% | Added |
| Ledyard National Bank | 18,334 | $563.8K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 18,409 | $566.0K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 18,502 | $568.9K | 0.13% | 00.0% | Unchanged |
| PFG Advisors | 18,513 | $569.3K | 0.05% | −4,168−18.4% | Reduced |
| Portside Wealth Group, LLC | 18,459 | $571.0K | 0.11% | +119+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,615 | $572.4K | 0.09% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 18,671 | $574.1K | 0.09% | +10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 18,800 | $578.1K | 0.05% | +2,089+12.5% | Added |
| Wealthcare Advisory Partners LLC | 18,804 | $578.2K | 0.03% | −491−2.5% | Reduced |
| Credit Agricole S A | 18,876 | $580.4K | 0.02% | +18,315+3,264.7% | Added |
| Levy Wealth Management Group, LLC | 18,950 | $582.7K | 0.18% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 18,963 | $583.1K | 0.18% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 18,966 | $583.3K | 0.02% | +221+1.2% | Added |
| Gryphon Financial Partners LLC | 18,994 | $584.1K | 0.14% | +89+0.5% | Added |
| Mill Creek Capital Advisors, LLC | 19,038 | $585.4K | 0.02% | −1,696−8.2% | Reduced |
| Whitener Capital Management, Inc. | 19,040 | $585.5K | 0.23% | +1,317+7.4% | Added |
| Bristlecone Advisors, LLC | 19,065 | $586.2K | 0.07% | −284−1.5% | Reduced |
| Certified Advisory Corp | 19,115 | $587.8K | 0.11% | +73+0.4% | Added |
| M Holdings Securities, Inc. | 19,118 | $588.0K | 0.08% | +12,718+198.7% | Added |
| V-Square Quantitative Management LLC | 19,161 | $589.2K | 0.26% | +7,267+61.1% | Added |
| Advisors Preferred, LLC | 19,345 | $590.8K | 0.19% | +19,345 | New |
| Empire Financial Management Company, LLC | 19,226 | $591.2K | 0.26% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 18,905 | $596.3K | 0.58% | −77−0.4% | Reduced |
| SlateStone Wealth, LLC | 19,511 | $600.0K | 0.09% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 19,630 | $603.6K | 0.04% | +2,200+12.6% | Added |
| Integrated Investment Consultants, LLC | 19,689 | $605.4K | 0.22% | −135−0.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 19,706 | $606.0K | 0.22% | +22+0.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 19,713 | $606.2K | 0.33% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 19,912 | $606.3K | 0.15% | +3,506+21.4% | Added |
| Philadelphia Trust Co | 19,725 | $607.0K | 0.06% | 00.0% | Unchanged |
| Hoylecohen, LLC | 19,804 | $609.0K | 0.06% | +137+0.7% | Added |
| Southeast Asset Advisors Inc. | 19,854 | $610.5K | 0.09% | −542−2.7% | Reduced |