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 |
|---|---|---|---|---|---|
| Kendall Capital Management | 7,044 | $217.0K | 0.10% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,045 | $216.6K | 0.02% | −1,183−14.4% | Reduced |
| Aviance Capital Partners, LLC | 7,034 | $216.3K | 0.05% | +10.0% | Added |
| Oxford Financial Group Ltd | 7,034 | $216.3K | 0.02% | −246−3.4% | Reduced |
| HCR Wealth Advisors | 7,032 | $216.2K | 0.05% | −252−3.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,020 | $215.9K | 0.00% | 00.0% | Unchanged |
| Barr E S & Co | 7,000 | $215.3K | 0.02% | +537+8.3% | Added |
| StrategIQ Financial Group, LLC | 6,992 | $215.0K | 0.02% | +7+0.1% | Added |
| Lowell Blake & Associates Inc. | 6,981 | $214.7K | 0.06% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,961 | $214.1K | 0.10% | −130−1.8% | Reduced |
| White Pine Capital LLC | 6,950 | $213.7K | 0.09% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,938 | $213.3K | 0.08% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6,938 | $213.3K | 0.01% | +438+6.7% | Added |
| International Assets Investment Management, LLC | 7,041 | $213.2K | 0.03% | +998+16.5% | Added |
| Spreng Capital Management, Inc. | 6,931 | $213.1K | 0.16% | −300−4.1% | Reduced |
| Creative Financial Designs Inc | 6,902 | $212.2K | 0.02% | +443+6.9% | Added |
| Eqis Capital Management, Inc. | 6,896 | $212.1K | 0.03% | +6,896 | New |
| Madison Asset Management, LLC | 6,888 | $211.8K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 6,887 | $211.8K | 0.07% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 6,849 | $210.7K | 0.01% | +6,849 | New |
| Bridgeworth, LLC | 6,848 | $210.6K | 0.02% | −1,808−20.9% | Reduced |
| D. E. Shaw & Co., Inc. | 6,830 | $210.0K | 0.00% | −62,780−90.2% | Reduced |
| Gould Asset Management LLC | 6,825 | $209.9K | 0.06% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6,821 | $209.7K | 0.06% | −263−3.7% | Reduced |
| Ameritas Advisory Services, LLC | 6,795 | $208.9K | 0.01% | +6,795 | New |
| GPS Wealth Strategies Group, LLC | 6,784 | $208.6K | 0.04% | −230−3.3% | Reduced |
| J. W. Coons Advisors, LLC | 6,750 | $207.6K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,760 | $207.0K | 0.02% | +6,760 | New |
| Birch Hill Investment Advisors LLC | 6,700 | $206.0K | 0.01% | −146−2.1% | Reduced |
| Belpointe Asset Management LLC | 6,693 | $205.8K | 0.02% | −1,111−14.2% | Reduced |
| Red Wave Investments LLC | 6,683 | $205.5K | 0.09% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,659 | $205.0K | 0.02% | +6,659 | New |
| Resolute Wealth Strategies, LLC | 6,624 | $203.7K | 0.15% | −20−0.3% | Reduced |
| Atlas Brown,Inc. | 6,616 | $203.4K | 0.09% | +4+0.1% | Added |
| Goodwin Daniel L | 6,600 | $202.9K | 0.10% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,555 | $202.0K | 0.13% | −345−5.0% | Reduced |
| Moneywise, Inc. | 6,518 | $200.4K | 0.13% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,516 | $200.4K | 0.01% | −156−2.3% | Reduced |
| Baldwin Investment Management, LLC | 6,507 | $200.1K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,450 | $198.3K | 0.06% | −400−5.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,369 | $193.6K | 0.00% | −345−5.1% | Reduced |
| Atlas Capital Advisors LLC | 6,207 | $190.9K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,181 | $190.1K | 0.01% | +134+2.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 5,611 | $190.0K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 6,003 | $184.6K | 0.04% | −5,405−47.4% | Reduced |
| First Personal Financial Services | 5,955 | $183.1K | 0.05% | +3+0.1% | Added |
| Quent Capital, LLC | 5,882 | $180.9K | 0.03% | +29+0.5% | Added |
| Tradition Wealth Management, LLC | 5,869 | $180.0K | 0.02% | −61−1.0% | Reduced |
| Larson Financial Group LLC | 5,834 | $179.4K | 0.02% | −672−10.3% | Reduced |
| Alta Advisers Ltd | 5,800 | $178.3K | 0.10% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,595 | $172.0K | 0.15% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,448 | $167.5K | 0.01% | +5,448 | New |
| MCF Advisors LLC | 5,393 | $165.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,373 | $165.2K | 0.02% | +5,373 | New |
| Truvestments Capital LLC | 5,250 | $161.5K | 0.08% | −20.0% | Reduced |
| Neo Ivy Capital Management | 5,204 | $160.0K | 0.07% | +5,204 | New |
| Independence Bank of Kentucky | 5,130 | $157.7K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5,119 | $157.4K | 0.02% | +698+15.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,969 | $152.8K | 0.12% | −249−4.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,927 | $151.5K | 0.08% | −420−7.9% | Reduced |
| Headinvest, LLC | 4,896 | $149.5K | 0.03% | +4,896 | New |
| ZRC Wealth Management, LLC | 4,734 | $145.6K | 0.13% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,670 | $143.0K | 0.00% | −6,100−56.6% | Reduced |
| Perritt Capital Management Inc | 4,500 | $138.4K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $138.4K | 0.12% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,455 | $137.0K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,350 | $133.8K | 0.06% | 00.0% | Unchanged |
| One River Asset Management, LLC | 4,308 | $131.7K | 0.06% | +1,449+50.7% | Added |
| BluePath Capital Management, LLC | 4,230 | $130.1K | 0.12% | +4,230 | New |
| Perkins Coie Trust Co | 4,194 | $129.0K | 0.04% | +4,194 | New |
| Rational Advisors LLC | 4,098 | $126.0K | 0.01% | +1,306+46.8% | Added |
| DT Investment Partners, LLC | 4,050 | $124.5K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 3,800 | $116.8K | 0.07% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,786 | $116.4K | 0.01% | −2,591−40.6% | Reduced |
| Front Street Capital Management, Inc. | 3,591 | $110.0K | 0.02% | +3,591 | New |
| Financial Management Professionals, Inc. | 3,551 | $109.0K | 0.02% | +17+0.5% | Added |
| Lee Financial Co | 3,516 | $108.1K | 0.02% | +150+4.5% | Added |
| ORG Partners LLC | 3,487 | $107.2K | 0.03% | +2,577+283.2% | Added |
| Hexagon Capital Partners LLC | 3,380 | $103.9K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,269 | $100.5K | 0.02% | −558−14.6% | Reduced |
| Core Alternative Capital | 3,242 | $99.7K | 0.02% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,169 | $97.4K | 0.02% | +3,169 | New |
| Trifecta Capital Advisors, LLC | 3,117 | $95.8K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 3,064 | $94.2K | 0.03% | +330+12.1% | Added |
| Newbridge Financial Services Group, Inc. | 3,056 | $94.0K | 0.05% | −45−1.5% | Reduced |
| MB, Levis & Associates, LLC | 3,020 | $92.9K | 0.06% | +8+0.3% | Added |
| Fortis Group Advisors, LLC | 3,015 | $92.7K | 0.03% | +3,015 | New |
| NewSquare Capital LLC | 3,000 | $92.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,963 | $91.1K | 0.04% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,908 | $89.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,760 | $84.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,686 | $82.6K | 0.03% | +10+0.4% | Added |
| MV Capital Management, Inc. | 2,657 | $81.7K | 0.01% | −175−6.2% | Reduced |
| CNB Bank | 2,655 | $81.6K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,652 | $81.5K | 0.04% | +134+5.3% | Added |
| DHJJ Financial Advisors, Ltd. | 2,541 | $78.1K | 0.04% | +2,541 | New |
| Baker Avenue Asset Management, LP | 2,525 | $77.6K | 0.00% | −295−10.5% | Reduced |
| Key Financial Inc | 2,393 | $73.6K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,391 | $73.5K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 2,388 | $73.4K | 0.02% | +2,388 | New |