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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 17,283 | $531.5K | 0.02% | +347+2.0% | Added |
| Rede Wealth, LLC | 17,196 | $528.8K | 0.27% | +12+0.1% | Added |
| Guyasuta Investment Advisors Inc | 17,100 | $525.8K | 0.04% | −150−0.9% | Reduced |
| NTV Asset Management LLC | 17,083 | $525.3K | 0.10% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 17,395 | $525.2K | 0.29% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 17,048 | $524.2K | 0.06% | +840+5.2% | Added |
| Flputnam Investment Management Co | 17,012 | $523.1K | 0.01% | +486+2.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,995 | $522.6K | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 16,954 | $521.3K | 0.02% | −297−1.7% | Reduced |
| Northeast Financial Consultants Inc | 16,943 | $521.0K | 0.03% | 00.0% | Unchanged |
| Twin Capital Management Inc | 16,889 | $519.3K | 0.07% | −5,988−26.2% | Reduced |
| Conning Inc. | 16,879 | $519.0K | 0.02% | −250−1.5% | Reduced |
| Logan Capital Management Inc | 16,850 | $518.1K | 0.03% | −898−5.1% | Reduced |
| CFM Wealth Partners LLC | 16,834 | $517.6K | 0.14% | +1,832+12.2% | Added |
| Independent Financial Group, LLC | 16,825 | $517.4K | 0.03% | +637+3.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 16,785 | $516.2K | 0.12% | +842+5.3% | Added |
| Occudo Quantitative Strategies LP | 16,723 | $514.2K | 0.07% | +16,723 | New |
| Sandbar Asset Management LLP | 16,691 | $513.0K | 1.68% | +16,691 | New |
| Oakworth Capital, Inc. | 16,607 | $510.7K | 0.05% | −5,730−25.7% | Reduced |
| Choate Investment Advisors | 16,572 | $509.6K | 0.02% | +2,059+14.2% | Added |
| First Commonwealth Financial Corp | 16,540 | $508.6K | 0.17% | −270−1.6% | Reduced |
| Walker Asset Management, LLC | 16,512 | $507.8K | 0.45% | −600−3.5% | Reduced |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,495 | $507.2K | 0.02% | +1,231+8.1% | Added |
| Tradewinds, LLC. | 16,428 | $505.2K | 0.30% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 16,402 | $504.4K | 0.26% | +318+2.0% | Added |
| Lake Street Advisors Group, LLC | 16,339 | $502.0K | 0.03% | −642−3.8% | Reduced |
| Integrated Advisors Network LLC | 16,293 | $501.0K | 0.03% | −58−0.4% | Reduced |
| Eagle Asset Management Inc | 16,233 | $499.2K | 0.00% | +2,597+19.0% | Added |
| Morningstar Investment Management LLC | 16,182 | $498.0K | 0.07% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 16,125 | $495.8K | 0.25% | 00.0% | Unchanged |
| Partners in Financial Planning | 16,116 | $495.6K | 0.13% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 16,097 | $495.0K | 0.24% | −1,762−9.9% | Reduced |
| Avantax Planning Partners, Inc. | 16,047 | $493.4K | 0.02% | +2,253+16.3% | Added |
| Waypoint Wealth Partners Inc. | 16,020 | $492.6K | 0.17% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 16,000 | $492.0K | 0.01% | +1,000+6.7% | Added |
| Imprint Wealth LLC | 15,994 | $491.8K | 0.42% | +3,524+28.3% | Added |
| Bailard, Inc. | 15,960 | $490.8K | 0.02% | 00.0% | Unchanged |
| Invesco, LLC | 15,897 | $488.8K | 0.25% | −306−1.9% | Reduced |
| Nexus Investment Management ULC | 15,840 | $487.1K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 15,789 | $486.0K | 0.08% | +3,829+32.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15,764 | $484.7K | 0.08% | +900+6.1% | Added |
| Verus Capital Partners, LLC | 15,700 | $482.8K | 0.07% | +56+0.4% | Added |
| JGP Wealth Management, LLC | 15,551 | $478.2K | 0.08% | −40.0% | Reduced |
| NCM Capital Management, LLC | 15,446 | $475.0K | 0.34% | +146+1.0% | Added |
| Syverson Strege & Co | 15,444 | $474.9K | 0.21% | +66+0.4% | Added |
| FineMark National Bank & Trust | 15,417 | $474.1K | 0.02% | +1,688+12.3% | Added |
| Davis R M Inc | 15,430 | $474.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 15,371 | $472.7K | 0.01% | −1,062−6.5% | Reduced |
| FRG Family Wealth Advisors LLC | 15,360 | $472.3K | 0.11% | −120−0.8% | Reduced |
| Principle Wealth Partners LLC | 15,329 | $471.4K | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 15,306 | $470.7K | 0.01% | +15,306 | New |
| Smith, Salley & Associates | 15,303 | $470.6K | 0.03% | −400−2.5% | Reduced |
| Crescent Sterling, Ltd. | 15,300 | $470.5K | 0.50% | −1,751−10.3% | Reduced |
| Verus Financial Partners, Inc. | 15,092 | $470.0K | 0.06% | −11,712−43.7% | Reduced |
| SRB Corp | 15,266 | $469.4K | 0.03% | +1,470+10.7% | Added |
| McKinley Carter Wealth Services, Inc. | 15,217 | $467.9K | 0.04% | −992−6.1% | Reduced |
| Capital Asset Advisory Services LLC | 14,758 | $466.5K | 0.03% | +849+6.1% | Added |
| Platform Technology Partners | 15,170 | $466.5K | 0.22% | −500−3.2% | Reduced |
| Greylin Investment Mangement Inc | 15,083 | $463.8K | 0.08% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 15,046 | $462.7K | 0.33% | +5,703+61.0% | Added |
| LSV Asset Management | 15,000 | $461.0K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $458.0K | 0.45% | 00.0% | Unchanged |
| Viawealth, LLC | 14,874 | $457.4K | 0.34% | −25−0.2% | Reduced |
| Bangor Savings Bank | 14,791 | $454.8K | 0.05% | −45−0.3% | Reduced |
| Canal Capital Management, LLC | 14,771 | $454.2K | 0.09% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 14,724 | $452.8K | 0.02% | +417+2.9% | Added |
| Meritas Wealth Management, LLC | 14,715 | $452.5K | 0.35% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 14,681 | $451.4K | 0.18% | +3,978+37.2% | Added |
| Relyea Zuckerberg Hanson LLC | 14,673 | $451.2K | 0.10% | +393+2.8% | Added |
| NBT Bank N A | 14,658 | $450.7K | 0.04% | −360−2.4% | Reduced |
| Traphagen Investment Advisors LLC | 14,545 | $447.3K | 0.06% | −2,991−17.1% | Reduced |
| Silver Oak Advisory Group, Inc. | 14,561 | $447.0K | 0.29% | +8,388+135.9% | Added |
| CWA Asset Management Group, LLC | 14,531 | $446.8K | 0.03% | +2,512+20.9% | Added |
| Evercore Wealth Management, LLC | 14,471 | $445.0K | 0.01% | −448−3.0% | Reduced |
| WCG Wealth Advisors LLC | 14,440 | $444.0K | 0.03% | +3,626+33.5% | Added |
| Manchester Capital Management LLC | 14,416 | $443.3K | 0.07% | −30.0% | Reduced |
| Raleigh Capital Management Inc. | 14,415 | $443.3K | 0.23% | +404+2.9% | Added |
| Pathway Financial Advisers, LLC | 14,408 | $443.1K | 0.18% | +14,408 | New |
| FC Advisory LLC | 14,400 | $442.8K | 0.19% | 00.0% | Unchanged |
| Successful Portfolios LLC | 14,347 | $441.2K | 0.39% | +20+0.1% | Added |
| Level Four Advisory Services, LLC | 14,332 | $440.7K | 0.03% | +1,001+7.5% | Added |
| Hendley & Co Inc | 14,310 | $440.0K | 0.18% | +1,700+13.5% | Added |
| Becker Capital Management Inc | 14,221 | $437.3K | 0.02% | 00.0% | Unchanged |
| 1st Source Bank | 14,192 | $436.4K | 0.03% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 14,176 | $436.0K | 0.21% | +14,176 | New |
| Triad Financial Advisors, Inc. | 14,156 | $435.3K | 0.15% | +310+2.2% | Added |
| Himension Fund | 14,137 | $434.7K | 0.04% | +14,137 | New |
| J.W. Cole Advisors, Inc. | 14,131 | $434.5K | 0.03% | +920+7.0% | Added |
| Astoria Portfolio Advisors LLC. | 14,672 | $434.2K | 0.21% | +349+2.4% | Added |
| HBK Sorce Advisory LLC | 14,074 | $432.8K | 0.02% | +112+0.8% | Added |
| Warren Averett Asset Management, LLC | 14,061 | $432.4K | 0.02% | +234+1.7% | Added |
| Bridgewater Advisors Inc. | 14,059 | $432.3K | 0.07% | +64+0.5% | Added |
| Marathon Capital Management | 14,048 | $432.0K | 0.11% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 14,033 | $431.5K | 0.07% | −1,765−11.2% | Reduced |
| Sendero Wealth Management, LLC | 14,022 | $431.2K | 0.09% | 00.0% | Unchanged |
| Everett Harris & Co | 14,012 | $430.9K | 0.01% | −1,164−7.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 13,993 | $430.3K | 0.05% | −2,303−14.1% | Reduced |
| Black Diamond Financial, LLC | 13,990 | $430.2K | 0.13% | +1,557+12.5% | Added |