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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 19,855 | $610.5K | 0.10% | +10.0% | Added |
| Diversified Trust Co | 19,887 | $611.5K | 0.02% | −10,713−35.0% | Reduced |
| Brown Brothers Harriman & Co | 19,905 | $612.1K | 0.01% | −826−4.0% | Reduced |
| Chicago Trust Co NA | 19,935 | $613.0K | 0.15% | −853−4.1% | Reduced |
| Tocqueville Asset Management L.P. | 19,940 | $613.2K | 0.01% | −450−2.2% | Reduced |
| Bornite Capital Management LP | 20,000 | $615.0K | 0.19% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 20,007 | $615.2K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 20,139 | $619.3K | 0.04% | +666+3.4% | Added |
| Douglass Winthrop Advisors, LLC | 20,216 | $621.6K | 0.02% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 20,294 | $624.0K | 0.12% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 20,381 | $626.7K | 0.04% | −3,597−15.0% | Reduced |
| Kapstone Financial Advisors LLC | 20,395 | $627.1K | 0.56% | 00.0% | Unchanged |
| Optas, LLC | 20,484 | $629.9K | 0.21% | −3,585−14.9% | Reduced |
| Cito Capital Group, LLC | 20,494 | $630.0K | 0.30% | +1,000+5.1% | Added |
| Asset Dedication, LLC | 20,471 | $630.0K | 0.05% | +2,465+13.7% | Added |
| Flagship Harbor Advisors, LLC | 20,561 | $632.3K | 0.05% | −570−2.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,699 | $636.5K | 0.02% | +1,879+10.0% | Added |
| Accurate Wealth Management, LLC | 20,317 | $637.4K | 0.20% | −11,070−35.3% | Reduced |
| Clear Harbor Asset Management, LLC | 20,830 | $640.5K | 0.07% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 20,848 | $641.1K | 0.44% | −130−0.6% | Reduced |
| Brave Asset Management Inc | 20,862 | $641.5K | 0.20% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20,765 | $641.9K | 0.09% | −144−0.7% | Reduced |
| Moody National Bank Trust Division | 20,917 | $643.2K | 0.04% | −1,669−7.4% | Reduced |
| First Horizon Advisors, Inc. | 21,039 | $647.0K | 0.02% | +3,649+21.0% | Added |
| Patriot Investment Management Inc. | 21,185 | $651.4K | 0.06% | −96−0.5% | Reduced |
| RFG Advisory, LLC | 21,208 | $652.1K | 0.03% | +695+3.4% | Added |
| Kenfarb & Co. | 21,250 | $653.5K | 0.60% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 21,300 | $655.0K | 0.11% | +21,300 | New |
| Empowered Funds, LLC | 21,351 | $656.5K | 0.02% | +4,189+24.4% | Added |
| Massmutual Trust Co FSB | 21,445 | $659.4K | 0.02% | +360+1.7% | Added |
| Horan Securities, Inc. | 21,536 | $662.2K | 0.35% | −395−1.8% | Reduced |
| Lakeside Advisors, INC. | 21,600 | $664.2K | 0.51% | 00.0% | Unchanged |
| Syon Capital LLC | 21,630 | $665.1K | 0.08% | +21,630 | New |
| Cigna Investments Inc | 21,692 | $667.0K | 0.15% | −3,012−12.2% | Reduced |
| Redwood Wealth Management Group, LLC | 21,713 | $667.7K | 0.78% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 21,727 | $668.1K | 0.07% | −2,435−10.1% | Reduced |
| Salem Investment Counselors Inc | 21,729 | $668.2K | 0.03% | +1,200+5.8% | Added |
| New Republic Capital, LLC | 21,755 | $669.0K | 0.55% | +21,755 | New |
| CAPROCK Group, Inc. | 21,858 | $672.1K | 0.05% | −2,094−8.7% | Reduced |
| Aigen Investment Management, LP | 21,880 | $672.8K | 0.13% | +21,880 | New |
| Arete Wealth Advisors, LLC | 22,019 | $677.1K | 0.12% | −529−2.3% | Reduced |
| E Fund Management Co., Ltd. | 22,059 | $678.0K | 0.05% | +3,481+18.7% | Added |
| Vident Advisory, LLC | 22,091 | $679.3K | 0.02% | +22,091 | New |
| Rehmann Capital Advisory Group | 22,107 | $679.8K | 0.06% | −245−1.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 22,124 | $680.3K | 0.16% | +554+2.6% | Added |
| Sanders Morris Harris LLC | 22,500 | $680.5K | 0.14% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 22,321 | $686.4K | 0.05% | +4,219+23.3% | Added |
| Versor Investments LP | 22,343 | $687.0K | 0.14% | −5,695−20.3% | Reduced |
| Snowden Capital Advisors LLC | 22,344 | $687.1K | 0.03% | −3,390−13.2% | Reduced |
| Peoples Bank | 22,353 | $687.4K | 0.45% | −235−1.0% | Reduced |
| Colonial Trust Co | 22,384 | $688.3K | 0.17% | −214−0.9% | Reduced |
| Davidson Trust Co | 22,398 | $688.7K | 0.51% | 00.0% | Unchanged |
| Welch & Forbes LLC | 22,482 | $691.3K | 0.01% | +120+0.5% | Added |
| Blue Bell Private Wealth Management, LLC | 22,528 | $692.7K | 0.19% | 00.0% | Unchanged |
| Brookstone Capital Management | 22,687 | $692.9K | 0.02% | −1,089−4.6% | Reduced |
| Balentine LLC | 22,582 | $694.4K | 0.02% | −875−3.7% | Reduced |
| Connecticut Wealth Management, LLC | 22,860 | $702.9K | 0.05% | −625−2.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 22,869 | $703.2K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 22,956 | $705.9K | 0.04% | +10,862+89.8% | Added |
| Moneta Group Investment Advisors LLC | 22,995 | $707.1K | 0.02% | +318+1.4% | Added |
| Virtus ETF Advisers LLC | 23,010 | $707.6K | 0.43% | +23,010 | New |
| Centaurus Financial, Inc. | 23,064 | $709.0K | 0.06% | +2,726+13.4% | Added |
| Fragasso Group Inc. | 23,228 | $714.2K | 0.08% | −615−2.6% | Reduced |
| Pioneer Trust Bank N A | 23,385 | $719.1K | 0.24% | 00.0% | Unchanged |
| WMS Partners, LLC | 23,401 | $719.6K | 0.06% | −160−0.7% | Reduced |
| Fortis Capital Management LLC | 23,480 | $722.5K | 0.23% | +23,480 | New |
| Washington Trust Bank | 23,532 | $723.6K | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 23,620 | $726.0K | 0.12% | −315−1.3% | Reduced |
| Clarius Group, LLC | 23,610 | $726.0K | 0.07% | −6,510−21.6% | Reduced |
| Rossmore Private Capital | 23,655 | $727.4K | 0.11% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23,866 | $733.9K | 0.03% | +1,107+4.9% | Added |
| Pacific Global Investment Management CO | 24,031 | $738.9K | 0.16% | −330−1.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 24,183 | $743.6K | 0.36% | +37+0.2% | Added |
| Fairfield, Bush & Co. | 24,215 | $744.6K | 0.49% | 00.0% | Unchanged |
| Forum Financial Management, LP | 24,253 | $745.8K | 0.02% | +208+0.9% | Added |
| Sound View Wealth Advisors Group, LLC | 24,315 | $747.7K | 0.09% | +1,794+8.0% | Added |
| Sandy Spring Bank | 24,327 | $748.1K | 0.04% | +5,300+27.9% | Added |
| Wellington Shields Capital Management, LLC | 24,458 | $752.1K | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 24,695 | $759.4K | 0.04% | +2,630+11.9% | Added |
| Main Street Financial Solutions, LLC | 24,777 | $761.9K | 0.11% | −813−3.2% | Reduced |
| XML Financial, LLC | 24,897 | $765.6K | 0.09% | −5,591−18.3% | Reduced |
| Boyd Watterson Asset Management LLC | 24,906 | $765.9K | 0.33% | −8,910−26.3% | Reduced |
| Cornerstone Advisory, LLC | 24,918 | $766.2K | 0.13% | −145−0.6% | Reduced |
| MidWestOne Financial Group, Inc. | 24,971 | $767.9K | 0.17% | −160−0.6% | Reduced |
| Abbot Financial Management, Inc. | 25,005 | $768.9K | 0.52% | −100−0.4% | Reduced |
| Cambridge Trust Co | 25,016 | $769.2K | 0.04% | +3,990+19.0% | Added |
| Resonant Capital Advisors, LLC | 25,037 | $769.9K | 0.08% | +1,881+8.1% | Added |
| Aberdeen Wealth Management LLC | 25,100 | $771.8K | 0.58% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,151 | $773.0K | 0.09% | 00.0% | Unchanged |
| Benin Management CORP | 25,300 | $778.0K | 0.29% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 25,293 | $778.1K | 0.03% | +950+3.9% | Added |
| Threadgill Financial, LLC | 25,211 | $783.5K | 0.60% | −15−0.1% | Reduced |
| Apollon Wealth Management, LLC | 25,512 | $784.5K | 0.04% | −3,305−11.5% | Reduced |
| RMR Wealth Builders | 25,524 | $784.9K | 0.13% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 25,656 | $788.9K | 0.38% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 23,313 | $789.6K | 0.13% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 25,797 | $793.3K | 0.06% | +10.0% | Added |
| Boston Financial Mangement LLC | 25,823 | $794.1K | 0.03% | +211+0.8% | Added |
| D.B. Root & Company, LLC | 25,929 | $797.3K | 0.31% | +794+3.2% | Added |
| Portman Square Capital LLP | 26,184 | $805.2K | 0.11% | +26,184 | New |