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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2,361 | $73.0K | 0.01% | +145+6.5% | Added |
| Riverview Trust Co | 2,329 | $71.6K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,263 | $69.6K | 0.01% | +8+0.4% | Added |
| Central Bank & Trust Co | 2,214 | $68.1K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,199 | $67.6K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,156 | $66.3K | 0.02% | +7+0.3% | Added |
| Baldwin Brothers Inc | 2,115 | $65.0K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 2,097 | $64.5K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,091 | $64.3K | 0.04% | +7+0.3% | Added |
| Arcadia Investment Management Corp | 2,064 | $63.5K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,064 | $63.5K | 0.00% | +2,064 | New |
| Financial Perspectives, Inc | 2,035 | $62.6K | 0.03% | +5+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,031 | $62.5K | 0.02% | −9−0.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,994 | $61.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,987 | $61.1K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,954 | $60.1K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $60.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,935 | $59.5K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,891 | $58.1K | 0.02% | +1,891 | New |
| Orion Capital Management LLC | 1,830 | $56.3K | 0.04% | +1,830 | New |
| Provenance Wealth Advisors, LLC | 1,823 | $56.1K | 0.01% | +1,823 | New |
| LFA - Lugano Financial Advisors SA | 1,800 | $55.4K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $55.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,801 | $55.0K | 0.04% | −98−5.2% | Reduced |
| Bourgeon Capital Management LLC | 1,752 | $53.9K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,632 | $50.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,629 | $50.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,619 | $49.8K | 0.01% | +48+3.1% | Added |
| Nemes Rush Group LLC | 1,605 | $49.4K | 0.01% | +255+18.9% | Added |
| FinTrust Capital Advisors, LLC | 1,511 | $46.5K | 0.01% | +445+41.7% | Added |
| Catalyst Capital Advisors LLC | 1,504 | $46.2K | 0.00% | +367+32.3% | Added |
| Webster Bank, N. A. | 1,500 | $46.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,500 | $46.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,483 | $45.6K | 0.01% | −1−0.1% | Reduced |
| Center for Financial Planning, Inc. | 1,480 | $45.5K | 0.01% | −320−17.8% | Reduced |
| West Paces Advisors Inc. | 1,470 | $45.2K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,393 | $42.8K | 0.00% | −732−34.4% | Reduced |
| Carolinas Wealth Consulting LLC | 12,280 | $39.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,233 | $37.9K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,200 | $36.9K | 0.03% | +1,200 | New |
| American National Bank | 1,185 | $36.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 1,129 | $35.7K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,125 | $34.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,079 | $33.2K | 0.00% | +103+10.6% | Added |
| JJJ Advisors Inc. | 1,067 | $32.8K | 0.01% | +960+897.2% | Added |
| Cape Investment Advisory, Inc. | 1,050 | $32.3K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,050 | $32.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,046 | $32.2K | 0.00% | +3+0.3% | Added |
| Barrett & Company, Inc. | 1,044 | $32.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,033 | $32.0K | 0.00% | +251+32.1% | Added |
| Venturi Wealth Management, LLC | 995 | $30.6K | 0.00% | +692+228.4% | Added |
| Cornerstone Planning Group LLC | 988 | $30.4K | 0.01% | −203−17.0% | Reduced |
| Steward Financial Group LLC | 947 | $29.0K | 0.01% | −178−15.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 927 | $28.5K | 0.01% | +927 | New |
| Antonetti Capital Management LLC | 900 | $27.7K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $27.7K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 846 | $26.0K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 825 | $25.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 821 | $25.2K | 0.01% | −100−10.9% | Reduced |
| Coston, McIsaac & Partners | 819 | $25.0K | 0.01% | +2+0.2% | Added |
| Private Ocean, LLC | 812 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 782 | $24.1K | 0.00% | −35−4.3% | Reduced |
| Cutler Group LP | 790 | $24.0K | 0.00% | −900−53.3% | Reduced |
| Pacific Center for Financial Services | 720 | $22.1K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 708 | $21.8K | 0.00% | −354,134−99.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 688 | $21.2K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $20.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 665 | $20.4K | 0.00% | +3+0.5% | Added |
| AlphaMark Advisors, LLC | 650 | $20.0K | 0.01% | −20−3.0% | Reduced |
| TFC Financial Management | 630 | $19.4K | 0.00% | −1−0.2% | Reduced |
| Ameliora Wealth Management Ltd. | 627 | $19.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 615 | $19.0K | 0.01% | +201+48.6% | Added |
| Quarry LP | 611 | $18.8K | 0.01% | +19+3.2% | Added |
| Peoples Financial Services Corp. | 600 | $18.4K | 0.01% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 566 | $17.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 550 | $16.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 538 | $16.5K | 0.01% | +72+15.5% | Added |
| Register Financial Advisors LLC | 533 | $16.4K | 0.01% | −100−15.8% | Reduced |
| Raffa Wealth Management, LLC | 516 | $15.9K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 480 | $15.0K | 0.01% | +480 | New |
| Highline Wealth Partners LLC | 480 | $14.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 473 | $14.5K | 0.00% | +2+0.4% | Added |
| KB Financial Partners, LLC | 444 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 450 | $13.8K | 0.00% | +450 | New |
| Hollencrest Capital Management | 447 | $13.7K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 441 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 432 | $13.3K | 0.00% | −72−14.3% | Reduced |
| Beacon Capital Management, LLC | 362 | $12.3K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $12.3K | 0.00% | −500−55.6% | Reduced |
| Lowe Wealth Advisors, LLC | 396 | $12.2K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 393 | $12.1K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 383 | $12.0K | 0.00% | −458−54.5% | Reduced |
| PSI Advisors, LLC | 370 | $11.4K | 0.00% | +335+957.1% | Added |
| Horizon Bancorp Inc | 363 | $11.0K | 0.01% | −1,035−74.0% | Reduced |
| Rise Advisors, LLC | 350 | $10.8K | 0.01% | +2+0.6% | Added |
| Abound Wealth Management | 344 | $10.6K | 0.00% | −12−3.4% | Reduced |
| Creative Capital Management Investments LLC | 340 | $10.5K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 335 | $10.3K | 0.01% | +335 | New |
| Loomis Sayles & Co L P | 322 | $10.0K | 0.00% | +151+88.3% | Added |
| Syntax Research, Inc. | 324 | $9.96K | 0.01% | +324 | New |