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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 8,680 | $266.9K | 0.03% | −1,770−16.9% | Reduced |
| Wealth Effects LLC | 8,646 | $265.9K | 0.13% | −600−6.5% | Reduced |
| Drive Wealth Management, LLC | 8,624 | $265.2K | 0.10% | −276−3.1% | Reduced |
| Advisors Capital Management, LLC | 8,630 | $265.0K | 0.01% | +532+6.6% | Added |
| Consolidated Planning Corp | 8,573 | $263.6K | 0.06% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 8,564 | $263.3K | 0.13% | +312+3.8% | Added |
| Warren Street Wealth Advisors, LLC | 8,540 | $262.6K | 0.17% | −145−1.7% | Reduced |
| Bullseye Investment Management, LLC | 8,521 | $262.0K | 0.21% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 8,512 | $261.7K | 0.11% | +250+3.0% | Added |
| Live Oak Private Wealth LLC | 8,510 | $261.7K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,506 | $261.6K | 0.01% | −91−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,494 | $261.2K | 0.03% | +598+7.6% | Added |
| Norris Perne & French LLP | 8,486 | $260.9K | 0.02% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 8,439 | $259.5K | 0.11% | 00.0% | Unchanged |
| Riverwater Partners LLC | 8,432 | $259.3K | 0.24% | −120−1.4% | Reduced |
| KCM Investment Advisors LLC | 8,428 | $259.2K | 0.01% | −2,496−22.8% | Reduced |
| FDx Advisors, Inc. | 8,408 | $259.0K | 0.02% | −6,044−41.8% | Reduced |
| Caldwell Trust Co | 8,418 | $258.9K | 0.04% | −48−0.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $258.3K | 0.17% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 8,367 | $258.1K | 0.14% | −219−2.6% | Reduced |
| Eudaimonia Partners, LLC | 8,383 | $257.8K | 0.06% | +139+1.7% | Added |
| Roberts Glore & Co Inc | 8,381 | $257.7K | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,350 | $256.7K | 0.03% | +605+7.8% | Added |
| Jackson Hole Capital Partners, LLC | 8,336 | $256.3K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,321 | $255.9K | 0.03% | +84+1.0% | Added |
| CIC Wealth, LLC | 8,265 | $254.1K | 0.09% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 8,218 | $252.7K | 0.18% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 8,164 | $251.2K | 0.17% | +609+8.1% | Added |
| Regent Peak Wealth Advisors LLC | 8,142 | $250.4K | 0.08% | +195+2.5% | Added |
| Johnson Midwest Financial, LLC | 8,140 | $250.3K | 0.56% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 8,114 | $249.5K | 0.09% | −510−5.9% | Reduced |
| L2 Asset Management, LLC | 52 | $247.5K | 0.12% | −7,423−99.3% | Reduced |
| Charles Schwab Trust Co | 8,039 | $247.2K | 0.03% | −1,080−11.8% | Reduced |
| McClarren Financial Advisors, Inc. | 8,058 | $247.0K | 0.22% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 8,031 | $247.0K | 0.06% | +8,031 | New |
| Geller Advisors LLC | 8,023 | $246.7K | 0.03% | +12+0.1% | Added |
| Court Place Advisors, LLC | 8,004 | $246.1K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,989 | $245.7K | 0.08% | +453+6.0% | Added |
| Wallace Advisory Group, LLC | 7,177 | $244.7K | 0.18% | −102−1.4% | Reduced |
| Crescent Grove Advisors, LLC | 7,951 | $244.5K | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,951 | $244.5K | 0.13% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7,950 | $244.5K | 0.12% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,939 | $244.1K | 0.02% | +346+4.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $244.0K | 0.06% | +414+5.5% | Added |
| Exchange Bank | 7,933 | $243.9K | 0.23% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,914 | $243.4K | 0.02% | +474+6.4% | Added |
| New Capital Management LP | 7,884 | $242.4K | 0.08% | +7,884 | New |
| LMG Wealth Partners, LLC | 7,875 | $242.2K | 0.07% | 00.0% | Unchanged |
| Broderick Brian C | 7,800 | $239.8K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,751 | $238.4K | 0.01% | +1,277+19.7% | Added |
| Southland Equity Partners LLC | 7,731 | $237.7K | 0.08% | +20.0% | Added |
| Capstone Investment Advisors, LLC | 7,722 | $237.5K | 0.01% | +3,391+78.3% | Added |
| Meridian Wealth Advisors, LLC | 7,700 | $236.8K | 0.06% | +200+2.7% | Added |
| Holistic Financial Partners | 7,696 | $236.7K | 0.16% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,659 | $235.5K | 0.03% | +150+2.0% | Added |
| Clear Creek Financial Management, LLC | 7,646 | $235.1K | 0.04% | −23−0.3% | Reduced |
| Compass Financial Group, INC | 7,645 | $235.1K | 0.07% | −10.0% | Reduced |
| Leonteq Securities AG | 7,645 | $235.1K | 0.02% | +3,737+95.6% | Added |
| Guardian Wealth Advisors, LLC | 7,630 | $234.6K | 0.04% | +1,315+20.8% | Added |
| Sage Mountain Advisors LLC | 7,591 | $233.4K | 0.03% | +1,263+20.0% | Added |
| Capital Square, LLC | 7,600 | $233.1K | 0.31% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,568 | $232.7K | 0.02% | +101+1.4% | Added |
| Auxier Asset Management | 7,566 | $232.7K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,549 | $232.1K | 0.16% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,535 | $231.7K | 0.11% | −148−1.9% | Reduced |
| Norway Savings Bank | 7,500 | $230.6K | 0.11% | −2,150−22.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,500 | $230.6K | 0.24% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 7,494 | $230.4K | 0.14% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 7,476 | $229.9K | 0.07% | +5,182+225.9% | Added |
| TrinityPoint Wealth, LLC | 7,469 | $229.7K | 0.05% | 00.0% | Unchanged |
| Thomasville National Bank | 7,443 | $228.9K | 0.02% | −162−2.1% | Reduced |
| Front Row Advisors LLC | 7,420 | $228.2K | 0.11% | −27−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,450 | $228.0K | 0.12% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,414 | $228.0K | 0.00% | −183,791−96.1% | Reduced |
| Klingman & Associates, LLC | 7,410 | $227.9K | 0.02% | +24+0.3% | Added |
| Smith, Moore & Co. | 7,404 | $227.7K | 0.03% | +612+9.0% | Added |
| Carderock Capital Management Inc | 7,400 | $227.6K | 0.08% | 00.0% | Unchanged |
| Excalibur Management Corp | 7,386 | $227.1K | 0.12% | −2,000−21.3% | Reduced |
| Bryn Mawr Trust Co | 7,381 | $227.0K | 0.01% | +100+1.4% | Added |
| Middleton & Co Inc | 7,375 | $226.8K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,374 | $226.8K | 0.15% | +8+0.1% | Added |
| Douglas Lane & Associates, LLC | 7,303 | $224.6K | 0.00% | −60−0.8% | Reduced |
| Heritage Trust Co | 7,302 | $224.5K | 0.04% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 7,300 | $224.5K | 0.01% | +500+7.4% | Added |
| West Wealth Group, LLC | 7,298 | $224.4K | 0.10% | 00.0% | Unchanged |
| Mirova | 7,273 | $223.6K | 0.05% | −22,624−75.7% | Reduced |
| AIA Group Ltd | 7,237 | $222.5K | 0.01% | +7,237 | New |
| Smith Anglin Financial, LLC | 7,206 | $221.6K | 0.03% | +24+0.3% | Added |
| Papp L Roy & Associates | 7,200 | $221.4K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $221.4K | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $221.4K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 7,200 | $221.0K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 7,184 | $220.9K | 0.09% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7,181 | $220.8K | 0.13% | +4+0.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,167 | $220.4K | 0.05% | +7,167 | New |
| SNS Financial Group, LLC | 7,155 | $220.0K | 0.03% | +38+0.5% | Added |
| Crestwood Advisors Group LLC | 7,127 | $219.2K | 0.01% | −2,081−22.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,052 | $218.0K | 0.16% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 7,070 | $217.4K | 0.20% | 00.0% | Unchanged |
| Patten & Patten Inc | 7,060 | $217.1K | 0.02% | 00.0% | Unchanged |