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 |
|---|---|---|---|---|---|
| Cadinha & Co LLC | 26,246 | $807.1K | 0.18% | −2,550−8.9% | Reduced |
| Checchi Capital Advisers, LLC | 26,283 | $808.2K | 0.07% | −924−3.4% | Reduced |
| Grove Bank & Trust | 26,301 | $808.8K | 0.16% | +506+2.0% | Added |
| Valley Brook Capital Group | 26,375 | $811.0K | 0.80% | 00.0% | Unchanged |
| Agf Management Ltd | 26,500 | $814.9K | 0.01% | +26,500 | New |
| Advisory Alpha, LLC | 26,521 | $815.5K | 0.04% | −1,601−5.7% | Reduced |
| Northstar Group, Inc. | 26,525 | $815.7K | 0.19% | −1,530−5.5% | Reduced |
| Thoroughbred Financial Services, LLC | 26,583 | $817.0K | 0.08% | −8,280−23.8% | Reduced |
| Simmons Bank | 26,695 | $820.9K | 0.07% | −12,676−32.2% | Reduced |
| Werlinich Asset Management, LLC | 26,842 | $825.4K | 0.68% | −158−0.6% | Reduced |
| Monograph Wealth Advisors, LLC | 27,000 | $830.3K | 0.16% | +27,000 | New |
| Pittenger & Anderson Inc | 27,041 | $831.5K | 0.04% | −106,491−79.7% | Reduced |
| South State Corp. | 27,136 | $834.4K | 0.08% | +3,897+16.8% | Added |
| Northwest Investment Counselors, LLC | 27,141 | $834.6K | 0.23% | +18,678+220.7% | Added |
| Legacy Financial Advisors, Inc. | 27,248 | $837.9K | 0.17% | −197−0.7% | Reduced |
| Lyell Wealth Management, LP | 27,345 | $840.9K | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 27,462 | $844.5K | 0.08% | −154−0.6% | Reduced |
| Navalign, LLC | 27,497 | $845.5K | 0.32% | +308+1.1% | Added |
| Commonwealth Financial Services, LLC | 27,661 | $850.6K | 0.25% | +27,661 | New |
| Morse Asset Management, Inc | 27,736 | $853.0K | 0.27% | 00.0% | Unchanged |
| Adirondack Trust Co | 27,880 | $857.3K | 0.43% | −135−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 27,884 | $857.4K | 0.11% | +43+0.2% | Added |
| Stratos Wealth Advisors, LLC | 27,906 | $858.1K | 0.06% | +730+2.7% | Added |
| Outlook Wealth Advisors, LLC | 28,028 | $861.9K | 0.33% | +2,056+7.9% | Added |
| Everhart Financial Group, Inc. | 28,121 | $864.7K | 0.37% | +1,666+6.3% | Added |
| Stony Point Wealth Management Inc. | 28,002 | $870.3K | 0.45% | −360−1.3% | Reduced |
| Busey Wealth Management | 28,374 | $872.5K | 0.04% | +249+0.9% | Added |
| Westfield Capital Management Co LP | 28,590 | $879.1K | 0.01% | 00.0% | Unchanged |
| Unigestion Holding SA | 28,779 | $879.8K | 0.05% | +16,182+128.5% | Added |
| Eagle Strategies LLC | 28,893 | $888.5K | 0.22% | +28,893 | New |
| Cullen Capital Management LLC | 28,985 | $891.3K | 0.01% | −4,463−13.3% | Reduced |
| Intrust Bank NA | 29,058 | $893.5K | 0.11% | +244+0.8% | Added |
| Howland Capital Management LLC | 29,208 | $898.1K | 0.05% | −49−0.2% | Reduced |
| Legacy Private Trust Co. | 29,250 | $899.4K | 0.08% | −1,860−6.0% | Reduced |
| Engrave Wealth Partners LLC | 29,265 | $899.9K | 0.28% | −410−1.4% | Reduced |
| Qtron Investments LLC | 29,350 | $902.5K | 0.17% | −4,839−14.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 29,415 | $904.5K | 0.07% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 29,468 | $906.2K | 0.60% | −559−1.9% | Reduced |
| Fruth Investment Management | 29,500 | $907.0K | 0.27% | 00.0% | Unchanged |
| Vista Investment Management | 29,524 | $907.9K | 0.48% | −25−0.1% | Reduced |
| GTS Securities LLC | 29,698 | $913.2K | 0.02% | +20,971+240.3% | Added |
| Sawgrass Asset Management LLC | 29,801 | $916.4K | 0.11% | −2,096−6.6% | Reduced |
| Symmetry Partners, LLC | 29,885 | $919.0K | 0.05% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 29,978 | $921.8K | 0.16% | +21,647+259.8% | Added |
| Harbor Advisors LLC | 30,000 | $922.5K | 0.20% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 30,130 | $926.5K | 0.23% | −500−1.6% | Reduced |
| Dynamic Advisor Solutions LLC | 30,190 | $928.3K | 0.04% | +4,100+15.7% | Added |
| Citizens Financial Group Inc | 30,320 | $932.3K | 0.04% | −3,732−11.0% | Reduced |
| Harbor Investment Advisory, LLC | 30,364 | $933.7K | 0.12% | −3,888−11.4% | Reduced |
| Essex Financial Services, Inc. | 30,435 | $935.9K | 0.11% | +20.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 30,494 | $937.7K | 0.28% | +14,100+86.0% | Added |
| Intellectus Partners, LLC | 30,566 | $939.9K | 0.30% | +618+2.1% | Added |
| Systematic Financial Management LP | 30,600 | $941.0K | 0.03% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 30,840 | $948.3K | 0.72% | +950+3.2% | Added |
| Brooks, Moore & Associates, Inc. | 30,911 | $951.0K | 0.72% | 00.0% | Unchanged |
| Private Trust Co NA | 31,047 | $954.7K | 0.13% | +1,160+3.9% | Added |
| Ronald Blue Trust, Inc. | 28,075 | $957.0K | 0.01% | +229+0.8% | Added |
| Stratos Wealth Partners, LTD. | 31,150 | $957.9K | 0.02% | +2,847+10.1% | Added |
| Biltmore Wealth Management, LLC | 31,224 | $960.1K | 0.46% | +77+0.2% | Added |
| Nations Financial Group Inc, | 31,233 | $960.4K | 0.10% | +2,440+8.5% | Added |
| Greenland Capital Management LP | 31,500 | $968.6K | 0.12% | −306,788−90.7% | Reduced |
| Sage Investment Advisers LLC | 31,510 | $968.9K | 1.33% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 31,529 | $969.5K | 0.02% | +209+0.7% | Added |
| Washington Trust Co | 31,568 | $970.7K | 0.04% | −577−1.8% | Reduced |
| Segall Bryant & Hamill, LLC | 31,707 | $975.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 31,711 | $975.1K | 0.11% | +2,113+7.1% | Added |
| T. Rowe Price Investment Management, Inc. | 31,790 | $978.0K | 0.00% | +24,990+367.5% | Added |
| Ninepoint Partners LP | 31,805 | $978.0K | 0.10% | −5,558−14.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 31,872 | $980.1K | 0.01% | −1,529,049−98.0% | Reduced |
| Taylor Hoffman Wealth Management | 31,917 | $981.4K | 0.51% | +1,800+6.0% | Added |
| Fulton Bank, N.A. | 31,941 | $982.2K | 0.05% | +5,482+20.7% | Added |
| StoneX Group Inc. | 32,141 | $988.3K | 0.11% | +712+2.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 32,298 | $993.2K | 0.03% | +2,085+6.9% | Added |
| Capital Investment Advisors, LLC | 32,475 | $998.6K | 0.03% | +40.0% | Added |
| VELA Investment Management, LLC | 32,514 | $999.8K | 0.44% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 32,635 | $1.00M | 0.02% | +1,571+5.1% | Added |
| STF Management LP | 32,782 | $1.01M | 0.54% | +19,823+153.0% | Added |
| Symphony Financial, Ltd. Co. | 33,054 | $1.01M | 0.25% | −1,874−5.4% | Reduced |
| Perigon Wealth Management, LLC | 32,854 | $1.01M | 0.04% | +704+2.2% | Added |
| SkyOak Wealth, LLC | 32,900 | $1.01M | 0.30% | +3,400+11.5% | Added |
| Valmark Advisers, Inc. | 33,268 | $1.02M | 0.02% | +28+0.1% | Added |
| Cobblestone Asset Management LLC | 33,464 | $1.03M | 0.85% | +33,464 | New |
| Cary Street Partner Investment Advisory LLC | 33,474 | $1.03M | 0.06% | +3,531+11.8% | Added |
| Boston Private Wealth LLC | 33,623 | $1.03M | 0.02% | −821−2.4% | Reduced |
| Midwest Financial Group LLC | 33,735 | $1.04M | 0.88% | −100−0.3% | Reduced |
| Equitable Holdings, Inc. | 33,727 | $1.04M | 0.01% | +1,431+4.4% | Added |
| L.M. Kohn & Company | 33,806 | $1.04M | 0.38% | −294−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 33,900 | $1.04M | 0.04% | 00.0% | Unchanged |
| First Hawaiian Bank | 34,210 | $1.05M | 0.04% | −4,097−10.7% | Reduced |
| Two Sigma Securities, LLC | 34,329 | $1.06M | 0.05% | +34,329 | New |
| Arjuna Capital | 34,479 | $1.06M | 0.38% | +34,479 | New |
| Community Trust & Investment Co | 34,650 | $1.07M | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 34,769 | $1.07M | 0.09% | −394−1.1% | Reduced |
| Wedbush Securities Inc | 34,810 | $1.07M | 0.05% | −14,623−29.6% | Reduced |
| Transcend Wealth Collective, LLC | 34,804 | $1.07M | 0.10% | −111−0.3% | Reduced |
| Country Club Bank | 35,114 | $1.07M | 0.09% | 00.0% | Unchanged |
| Weil Company, Inc. | 35,200 | $1.08M | 0.54% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 35,374 | $1.09M | 0.03% | +3,489+10.9% | Added |
| Traynor Capital Management, Inc. | 35,509 | $1.09M | 0.15% | −729−2.0% | Reduced |
| Synergy Financial Management, LLC | 35,673 | $1.10M | 0.22% | +35,673 | New |