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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 10,914 | $335.6K | 0.05% | +314+3.0% | Added |
| DRW Securities, LLC | 10,904 | $335.0K | 0.03% | +10,904 | New |
| Kiley Juergens Wealth Management, LLC | 10,844 | $333.5K | 0.12% | 00.0% | Unchanged |
| Gradient Investments LLC | 10,720 | $329.6K | 0.01% | +15+0.1% | Added |
| Sound Income Strategies, LLC | 10,715 | $329.5K | 0.03% | +10.0% | Added |
| Los Angeles Capital Management LLC | 10,701 | $329.1K | 0.00% | −475,847−97.8% | Reduced |
| Connors Investor Services Inc | 10,685 | $329.0K | 0.04% | 00.0% | Unchanged |
| David Loasby | 10,664 | $329.0K | 0.04% | +145+1.4% | Added |
| Kinloch Capital, LLC | 10,692 | $328.8K | 0.21% | 00.0% | Unchanged |
| Lake Street Financial LLC | 10,678 | $326.4K | 0.06% | +512+5.0% | Added |
| Kozak & Associates, Inc. | 10,556 | $326.3K | 0.12% | +169+1.6% | Added |
| Concord Wealth Partners | 10,581 | $325.4K | 0.07% | −150−1.4% | Reduced |
| First Command Advisory Services, Inc. | 10,571 | $325.1K | 0.00% | +10,571 | New |
| Goelzer Investment Management, Inc. | 10,523 | $323.6K | 0.02% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 10,513 | $323.3K | 0.06% | −543−4.9% | Reduced |
| Farmers National Bank | 10,444 | $321.2K | 0.11% | +381+3.8% | Added |
| Levin Capital Strategies, L.P. | 10,392 | $319.6K | 0.04% | −9,500−47.8% | Reduced |
| Park Edge Advisors, LLC | 10,368 | $318.8K | 0.11% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,350 | $318.3K | 0.02% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 10,344 | $318.1K | 0.09% | −579−5.3% | Reduced |
| Central Trust Co | 10,309 | $317.0K | 0.01% | −3,000−22.5% | Reduced |
| Summit Global Investments | 9,595 | $317.0K | 0.02% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 10,298 | $316.7K | 0.14% | +408+4.1% | Added |
| NFJ Investment Group, LLC | 10,286 | $316.3K | 0.01% | −694−6.3% | Reduced |
| Comerica Securities,inc. | 10,266 | $315.7K | 0.03% | −14−0.1% | Reduced |
| Strategic Blueprint, LLC | 10,188 | $313.3K | 0.03% | +3,126+44.3% | Added |
| Altshuler Shaham Ltd | 10,180 | $313.0K | 0.01% | +822+8.8% | Added |
| Desjardins Global Asset Management Inc. | 10,172 | $312.9K | 0.03% | −1,701−14.3% | Reduced |
| King Luther Capital Management Corp | 10,146 | $312.0K | 0.00% | −2,757−21.4% | Reduced |
| Pavion Blue Capital, LLC | 10,146 | $312.0K | 0.19% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 10,084 | $310.1K | 0.11% | +10,084 | New |
| Austin Private Wealth, LLC | 10,056 | $309.2K | 0.04% | +988+10.9% | Added |
| HHM Wealth Advisors, LLC | 10,026 | $308.3K | 0.06% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 10,000 | $308.0K | 0.01% | −463,659−97.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 10,000 | $307.5K | 0.02% | +110+1.1% | Added |
| Glen Eagle Advisors, LLC | 9,998 | $307.4K | 0.07% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 9,987 | $307.1K | 0.10% | +9,987 | New |
| Dakota Wealth Management | 9,963 | $306.4K | 0.01% | −1,596−13.8% | Reduced |
| Schechter Investment Advisors, LLC | 9,886 | $304.0K | 0.03% | +89+0.9% | Added |
| Estabrook Capital Management | 9,875 | $303.7K | 0.05% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 9,873 | $303.6K | 0.02% | −2,229−18.4% | Reduced |
| West Branch Capital LLC | 9,860 | $303.2K | 0.16% | +32+0.3% | Added |
| Cyndeo Wealth Partners, LLC | 9,839 | $302.5K | 0.03% | +7+0.1% | Added |
| Graypoint LLC | 9,804 | $301.5K | 0.03% | −228−2.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 9,751 | $299.8K | 0.29% | +10.0% | Added |
| Renaissance Investment Group LLC | 9,750 | $299.8K | 0.08% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 9,735 | $299.4K | 0.16% | +50+0.5% | Added |
| Lifeworks Advisors, LLC | 9,726 | $299.1K | 0.12% | +2,079+27.2% | Added |
| Altfest L J & Co Inc | 9,681 | $298.0K | 0.05% | −5,236−35.1% | Reduced |
| YHB Investment Advisors, Inc. | 9,689 | $297.9K | 0.03% | +150+1.6% | Added |
| Malaga Cove Capital, LLC | 9,658 | $297.0K | 0.14% | +9,658 | New |
| First Financial Bank - Trust Division | 9,628 | $296.1K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,626 | $296.0K | 0.02% | 00.0% | Unchanged |
| IMS Capital Management | 9,626 | $296.0K | 0.18% | +3,162+48.9% | Added |
| Oak Hill Wealth Advisors, LLC | 9,575 | $294.4K | 0.11% | 00.0% | Unchanged |
| State of Wyoming | 9,561 | $294.0K | 0.06% | −787−7.6% | Reduced |
| Advisor OS, LLC | 9,561 | $294.0K | 0.04% | +3,645+61.6% | Added |
| Forte Capital LLC | 9,480 | $291.5K | 0.04% | −234−2.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,446 | $290.5K | 0.07% | −754−7.4% | Reduced |
| DAGCO, Inc. | 4,998 | $290.1K | 0.17% | −52,649−91.3% | Reduced |
| TrueWealth Advisors, LLC | 9,421 | $289.7K | 0.12% | +10.0% | Added |
| Cullinan Associates Inc | 9,400 | $289.1K | 0.02% | 00.0% | Unchanged |
| Day & Ennis, LLC | 9,391 | $288.8K | 0.11% | 00.0% | Unchanged |
| Allstate Corp | 9,362 | $287.9K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,535 | $287.6K | 0.02% | +277+3.0% | Added |
| Invenio Wealth Partners LLC | 9,345 | $287.4K | 0.26% | +967+11.5% | Added |
| RB Capital Management, LLC | 9,343 | $287.3K | 0.09% | +10.0% | Added |
| Simon Quick Advisors, LLC | 9,330 | $286.9K | 0.03% | +596+6.8% | Added |
| Ironwood Investment Counsel, LLC | 9,329 | $286.9K | 0.07% | +20.0% | Added |
| Evergreen Capital Management LLC | 9,315 | $286.4K | 0.01% | −549−5.6% | Reduced |
| Aspiriant, LLC | 9,277 | $285.3K | 0.01% | +2,185+30.8% | Added |
| Hanson & Doremus Investment Management | 9,240 | $284.0K | 0.06% | +4,901+113.0% | Added |
| Verdence Capital Advisors LLC | 9,235 | $284.0K | 0.03% | +1,648+21.7% | Added |
| Glassman Wealth Services | 9,232 | $283.9K | 0.05% | +110+1.2% | Added |
| Mutual Advisors, LLC | 9,176 | $282.2K | 0.01% | +2,044+28.7% | Added |
| Sittner & Nelson, LLC | 9,155 | $281.5K | 0.16% | −167−1.8% | Reduced |
| Evermay Wealth Management LLC | 9,155 | $281.5K | 0.06% | −155−1.7% | Reduced |
| Signet Financial Management, LLC | 9,145 | $281.2K | 0.05% | −52−0.6% | Reduced |
| Sage Private Wealth Group, LLC | 9,143 | $281.1K | 0.39% | +23+0.3% | Added |
| Guidance Capital, Inc | 9,126 | $280.8K | 0.13% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 9,065 | $279.0K | 0.12% | +9,065 | New |
| Lakeview Capital Partners, LLC | 9,066 | $278.8K | 0.05% | +181+2.0% | Added |
| Covenant Partners, LLC | 9,043 | $278.1K | 0.10% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 9,019 | $277.3K | 0.19% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 9,000 | $277.0K | 0.46% | −3,000−25.0% | Reduced |
| Abn Amro Investment Solutions | 8,996 | $276.6K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 8,988 | $276.4K | 0.03% | −827−8.4% | Reduced |
| Lebenthal Global Advisors, LLC | 8,980 | $276.1K | 0.08% | −51−0.6% | Reduced |
| IFG Advisors, LLC | 8,976 | $276.0K | 0.10% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 8,953 | $275.3K | 0.01% | −202−2.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 8,931 | $274.6K | 0.02% | −1,118−11.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,913 | $274.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8,880 | $273.0K | 0.05% | −223−2.4% | Reduced |
| Mather Group, LLC. | 8,856 | $272.3K | 0.00% | −2,090−19.1% | Reduced |
| PFG Investments, LLC | 8,840 | $271.8K | 0.05% | +10+0.1% | Added |
| LexAurum Advisors, LLC | 8,808 | $270.9K | 0.08% | −375−4.1% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $270.1K | 0.08% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8,768 | $269.6K | 0.07% | −464−5.0% | Reduced |
| Credential Qtrade Securities Inc. | 8,746 | $268.9K | 0.02% | +48+0.6% | Added |
| Allred Capital Management, LLC | 8,693 | $267.3K | 0.13% | +7+0.1% | Added |