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 |
|---|---|---|---|---|---|
| Harvey Investment Co LLC | 13,986 | $430.0K | 0.06% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 13,942 | $428.7K | 0.05% | −174,678−92.6% | Reduced |
| 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 |
| Mountain Pacific Investment Advisers Inc | 13,800 | $424.4K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13,738 | $422.4K | 0.02% | −36−0.3% | Reduced |
| IFG Advisory, LLC | 13,731 | $422.2K | 0.04% | +9+0.1% | Added |
| Concentric Capital Strategies, LP | 13,658 | $420.0K | 0.05% | +13,658 | New |
| ELCO Management Co., LLC | 13,647 | $419.6K | 0.30% | +2,592+23.4% | Added |
| Chronos Wealth Management, LLC | 13,645 | $419.6K | 0.29% | +4,225+44.9% | Added |
| 180 Wealth Advisors, LLC | 13,605 | $418.4K | 0.09% | −14−0.1% | Reduced |
| Mission Wealth Management, LP | 13,555 | $416.8K | 0.02% | −736−5.2% | Reduced |
| Merit Financial Group, LLC | 13,528 | $416.0K | 0.01% | +2,425+21.8% | Added |
| Moloney Securities Asset Management, LLC | 13,517 | $415.6K | 0.07% | −2,760−17.0% | Reduced |
| McLean Asset Management Corp | 12,984 | $409.5K | 0.17% | −15−0.1% | Reduced |
| Latitude Advisors, LLC | 13,140 | $404.1K | 0.29% | +967+7.9% | Added |
| Oliver Luxxe Assets LLC | 13,080 | $402.2K | 0.10% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,060 | $401.6K | 0.03% | +11+0.1% | Added |
| Collective Family Office LLC | 13,047 | $401.2K | 0.16% | −1,045−7.4% | Reduced |
| RCS Financial Planning, LLC | 13,044 | $401.1K | 0.31% | −50.0% | Reduced |
| Holderness Investments Co | 12,994 | $399.6K | 0.16% | −378−2.8% | Reduced |
| Gables Capital Management Inc. | 12,950 | $398.2K | 0.28% | 00.0% | Unchanged |
| St Germain D J Co Inc | 12,896 | $396.6K | 0.02% | +600+4.9% | Added |
| Sepio Capital, LP | 12,880 | $396.1K | 0.03% | +40+0.3% | Added |
| Bigelow Investment Advisors, LLC | 12,754 | $392.2K | 0.23% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | – | $392.1K | 0.12% | – | – |
| Confluence Wealth Services, Inc. | 12,629 | $388.3K | 0.08% | +1,090+9.4% | Added |
| Continuum Advisory, LLC | 12,622 | $388.1K | 0.06% | +150+1.2% | Added |
| Trustmark National Bank Trust Department | 12,610 | $387.8K | 0.04% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $387.4K | 0.11% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 12,592 | $387.2K | 0.00% | +3,645+40.7% | Added |
| Texas Yale Capital Corp. | 12,575 | $386.7K | 0.02% | +4,775+61.2% | Added |
| Northwest Bancshares, Inc. | 12,551 | $385.9K | 0.07% | −900−6.7% | Reduced |
| Benjamin Edwards Inc | 12,519 | $385.0K | 0.09% | −268−2.1% | Reduced |
| Wedmont Private Capital | 12,370 | $384.5K | 0.04% | +1,124+10.0% | Added |
| Lynch & Associates | 12,493 | $384.2K | 0.10% | −8,900−41.6% | Reduced |
| First National Trust Co | 12,450 | $382.8K | 0.02% | −1,277−9.3% | Reduced |
| Founders Financial Alliance, LLC | 12,418 | $381.9K | 0.17% | −180−1.4% | Reduced |
| 3Chopt Investment Partners, LLC | 12,412 | $381.7K | 0.23% | +4,934+66.0% | Added |
| Money Concepts Capital Corp | 12,325 | $379.0K | 0.04% | −970−7.3% | Reduced |
| Horizon Investments, LLC | 12,294 | $378.0K | 0.01% | −926−7.0% | Reduced |
| Alpha Family Trust | 12,270 | $377.3K | 0.29% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,235 | $376.2K | 0.08% | 00.0% | Unchanged |
| Elgethun Capital Management | 12,310 | $375.6K | 0.11% | +12,310 | New |
| Financial Network Wealth Management LLC | 12,300 | $375.0K | 0.18% | 00.0% | Unchanged |
| Atom Investors LP | 12,152 | $373.7K | 0.09% | +12,152 | New |
| Strategic Equity Management | 12,141 | $373.3K | 0.14% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 12,138 | $373.2K | 0.27% | +1,893+18.5% | Added |
| Fagan Associates, Inc. | 12,131 | $373.0K | 0.09% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 12,105 | $372.2K | 0.11% | +40.0% | Added |
| Patton Albertson Miller Group, LLC | 12,010 | $369.3K | 0.07% | +5,484+84.0% | Added |
| Argyle Capital Management Inc. | 12,000 | $369.0K | 0.14% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 11,963 | $367.9K | 0.03% | −50−0.4% | Reduced |
| Econ Financial Services Corp | 11,936 | $367.0K | 0.27% | +11,936 | New |
| Harbor Group, Inc. | 11,912 | $366.3K | 0.21% | +10+0.1% | Added |
| Courier Capital LLC | 11,907 | $366.1K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,862 | $364.8K | 0.07% | −136−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,841 | $364.0K | 0.24% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,820 | $363.5K | 0.02% | +720+6.5% | Added |
| Global Retirement Partners, LLC | 11,753 | $362.6K | 0.02% | −230−1.9% | Reduced |
| Barry Investment Advisors, LLC | 11,753 | $361.4K | 0.13% | +42+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $361.3K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 11,648 | $358.0K | 0.17% | −3,139−21.2% | Reduced |
| Strategic Financial Services, Inc, | 11,591 | $356.4K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 11,563 | $355.6K | 0.11% | +3,196+38.2% | Added |
| Diversified, LLC | 11,552 | $355.2K | 0.09% | +11,552 | New |
| Wealth Alliance Advisory Group, LLC | 11,520 | $354.2K | 0.11% | 00.0% | Unchanged |
| KCS Wealth Advisory | 11,513 | $354.0K | 0.15% | −480−4.0% | Reduced |
| Epoch Investment Partners, Inc. | 11,468 | $352.6K | 0.00% | −599−5.0% | Reduced |
| Girard Partners Ltd. | 11,434 | $351.6K | 0.04% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $351.0K | 0.05% | 00.0% | Unchanged |
| Bank of Hawaii | 11,400 | $350.6K | 0.02% | −72−0.6% | Reduced |
| Shufro Rose & Co LLC | 11,400 | $350.6K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,386 | $350.1K | 0.04% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,390 | $350.0K | 0.16% | −1,000−8.1% | Reduced |
| Mayflower Financial Advisors, LLC | 11,376 | $349.8K | 0.05% | −481−4.1% | Reduced |
| Kaydan Wealth Management, Inc. | 11,349 | $349.0K | 0.14% | 00.0% | Unchanged |
| Tufton Capital Management | 11,340 | $348.7K | 0.08% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $348.6K | 0.21% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $347.1K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,288 | $347.1K | 0.03% | −1,439−11.3% | Reduced |
| Capital Investment Counsel, Inc | 11,286 | $347.0K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,284 | $347.0K | 0.07% | −48−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 11,257 | $346.2K | 0.12% | +1,018+9.9% | Added |
| Truepoint, Inc. | 11,249 | $345.9K | 0.01% | +11,249 | New |
| TriaGen Wealth Management LLC | 11,224 | $345.1K | 0.18% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 11,234 | $345.0K | 0.01% | −1,937−14.7% | Reduced |
| DuPont Capital Management Corp | 11,210 | $344.7K | 0.03% | −440,313−97.5% | Reduced |
| Financial Strategies Group, Inc. | 10,952 | $343.6K | 0.11% | 00.0% | Unchanged |
| Westmount Partners, LLC | 11,167 | $343.4K | 0.15% | +40+0.4% | Added |
| Marion Wealth Management | 11,100 | $341.3K | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $341.3K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 11,096 | $341.2K | 0.03% | −20,925−65.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 11,096 | $341.2K | 0.21% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 11,050 | $339.8K | 0.24% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 11,028 | $339.1K | 0.05% | +641+6.2% | Added |
| Garner Asset Management Corp | 10,960 | $337.0K | 0.20% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 10,933 | $336.2K | 0.17% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $336.0K | 0.13% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 10,915 | $335.6K | 0.17% | +10,915 | New |