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 |
|---|---|---|---|---|---|
| Baker Chad R | 102,000 | $3.14M | 0.79% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 101,711 | $3.13M | 0.32% | +7,190+7.6% | Added |
| Jennison Associates LLC | 101,516 | $3.12M | 0.00% | −15,715−13.4% | Reduced |
| Berkeley, Inc | 100,973 | $3.10M | 2.12% | +4,705+4.9% | Added |
| Cetera Investment Advisers | 100,638 | $3.09M | 0.03% | −3,097−3.0% | Reduced |
| Factorial Partners, LLC | 100,300 | $3.08M | 2.25% | −2,000−2.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 100,673 | $3.07M | 1.46% | −2,186−2.1% | Reduced |
| BKD Wealth Advisors, LLC | 99,979 | $3.07M | 0.09% | −11,490−10.3% | Reduced |
| Baxter Bros Inc | 99,231 | $3.05M | 0.46% | −4,194−4.1% | Reduced |
| CFO4Life Group, LLC | 97,913 | $3.01M | 0.70% | −1,715−1.7% | Reduced |
| Hancock Whitney Corp | 96,543 | $2.97M | 0.12% | −3,698−3.7% | Reduced |
| Ethic Inc. | 94,747 | $2.91M | 0.10% | +24,178+34.3% | Added |
| Procyon Private Wealth Partners, LLC | 93,210 | $2.87M | 0.29% | +5,733+6.6% | Added |
| Siemens Fonds Invest GmbH | 93,188 | $2.87M | 0.29% | −6,594−6.6% | Reduced |
| Van Hulzen Asset Management, LLC | 93,000 | $2.86M | 0.22% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 92,717 | $2.85M | 0.06% | −580,459−86.2% | Reduced |
| Stock Yards Bank & Trust Co | 91,622 | $2.82M | 0.11% | −2,155−2.3% | Reduced |
| Anchor Investment Management, LLC | 91,579 | $2.82M | 0.37% | −1,352−1.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 91,573 | $2.82M | 0.73% | −360−0.4% | Reduced |
| Advisory Services Network, LLC | 91,564 | $2.82M | 0.08% | +15,487+20.4% | Added |
| NEOS Investment Management LLC | 91,549 | $2.82M | 0.36% | +91,549 | New |
| Journey Advisory Group, LLC | 91,443 | $2.81M | 0.42% | −684−0.7% | Reduced |
| Advisor Partners II, LLC | 91,080 | $2.80M | 0.11% | −440−0.5% | Reduced |
| First United Bank Trust | 90,755 | $2.79M | 1.30% | +7,815+9.4% | Added |
| Ritholtz Wealth Management | 88,644 | $2.73M | 0.12% | −9,555−9.7% | Reduced |
| Richard Bernstein Advisors LLC | 88,594 | $2.72M | 0.06% | +13,567+18.1% | Added |
| Moors & Cabot, Inc. | 88,517 | $2.72M | 0.18% | +750+0.9% | Added |
| Penobscot Investment Management Company, Inc. | 88,480 | $2.72M | 0.37% | −3,140−3.4% | Reduced |
| PATRIZIA Pty Ltd | 88,470 | $2.72M | 2.60% | −15,464−14.9% | Reduced |
| Shell Asset Management Co | 88,215 | $2.71M | 0.11% | −1,473−1.6% | Reduced |
| Argent Trust Co | 87,675 | $2.70M | 0.15% | −3,139−3.5% | Reduced |
| Naples Global Advisors, LLC | 86,965 | $2.67M | 0.32% | +2,350+2.8% | Added |
| Ieq Capital, LLC | 86,777 | $2.67M | 0.05% | −51−0.1% | Reduced |
| Stephens Inc | 86,235 | $2.65M | 0.05% | −7,697−8.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 86,057 | $2.65M | 0.04% | +4,770+5.9% | Added |
| Atria Wealth Solutions, Inc. | 85,776 | $2.64M | 0.04% | −62−0.1% | Reduced |
| FourThought Financial Partners, LLC | 84,067 | $2.59M | 0.36% | +985+1.2% | Added |
| Wellington Management Group LLP | 83,800 | $2.58M | 0.00% | +18,043+27.4% | Added |
| First PREMIER Bank | 83,717 | $2.58M | 0.79% | −285−0.3% | Reduced |
| Metropolitan Life Insurance Co | 83,011 | $2.55M | 0.13% | −5,588−6.3% | Reduced |
| Waratah Capital Advisors Ltd. | 81,673 | $2.51M | 0.12% | −293,049−78.2% | Reduced |
| Metis Global Partners, LLC | 80,729 | $2.48M | 0.12% | +13,480+20.0% | Added |
| M&R Capital Management Inc | 80,027 | $2.46M | 0.67% | −751−0.9% | Reduced |
| Wulff, Hansen & Co. | 79,668 | $2.45M | 2.86% | −116−0.1% | Reduced |
| Charter Trust Co | 78,878 | $2.43M | 0.19% | +60+0.1% | Added |
| Headlands Technologies LLC | 78,824 | $2.42M | 1.19% | +40,171+103.9% | Added |
| Ameritas Investment Partners, Inc. | 78,704 | $2.42M | 0.10% | +10,409+15.2% | Added |
| RWC Asset Management LLP | 78,293 | $2.41M | 0.16% | −647,518−89.2% | Reduced |
| Avantax Advisory Services, Inc. | 76,983 | $2.37M | 0.03% | −25,043−24.5% | Reduced |
| Bessemer Group Inc | 76,389 | $2.35M | 0.01% | +3,746+5.2% | Added |
| HB Wealth Management, LLC | 75,841 | $2.33M | 0.04% | +7,764+11.4% | Added |
| Mastrapasqua Asset Management Inc | 75,028 | $2.31M | 0.27% | −1,980−2.6% | Reduced |
| Change Path, LLC | 74,915 | $2.30M | 0.17% | +53,857+255.8% | Added |
| Scotia Capital Inc. | 74,814 | $2.30M | 0.02% | +4,098+5.8% | Added |
| Empirical Finance, LLC | 74,289 | $2.28M | 0.17% | +5,641+8.2% | Added |
| South Dakota Investment Council | 74,269 | $2.28M | 0.05% | +1,500+2.1% | Added |
| Federation des caisses Desjardins du Quebec | 73,948 | $2.27M | 0.02% | −1,727−2.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 73,896 | $2.27M | 0.03% | +1,238+1.7% | Added |
| Alhambra Investment Partners LLC | 73,408 | $2.26M | 1.49% | 00.0% | Unchanged |
| Tower Bridge Advisors | 73,274 | $2.25M | 0.21% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 72,957 | $2.24M | 0.41% | −155−0.2% | Reduced |
| Greenleaf Trust | 72,814 | $2.24M | 0.03% | −248−0.3% | Reduced |
| PGGM Investments | 72,683 | $2.23M | 0.04% | −75,591−51.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 72,036 | $2.22M | 0.04% | +4,515+6.7% | Added |
| Bartlett & Co. LLC | 72,036 | $2.21M | 0.04% | +4,515+6.7% | Added |
| Westpac Banking Corp | 71,880 | $2.21M | 0.17% | −7,206−9.1% | Reduced |
| WBI Investments | 70,613 | $2.17M | 0.44% | −31,222−30.7% | Reduced |
| Wesbanco Bank Inc | 70,541 | $2.17M | 0.09% | −4,146−5.6% | Reduced |
| BLB&B Advisors, LLC | 70,416 | $2.17M | 0.15% | −6,354−8.3% | Reduced |
| Erste Asset Management GmbH | 70,498 | $2.16M | 0.04% | +7,635+12.1% | Added |
| Knott David M Jr | 70,000 | $2.15M | 0.85% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 69,990 | $2.15M | 1.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 69,987 | $2.15M | 0.59% | −40−0.1% | Reduced |
| Wetherby Asset Management Inc | 69,915 | $2.15M | 0.12% | +90+0.1% | Added |
| Family Legacy, Inc. | 69,692 | $2.14M | 0.90% | +37+0.1% | Added |
| Covey Capital Advisors, LLC | 69,551 | $2.14M | 3.03% | +2,010+3.0% | Added |
| Heritage Wealth Advisors | 69,513 | $2.14M | 0.12% | −144−0.2% | Reduced |
| Icon Advisers Inc | 69,500 | $2.14M | 0.53% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 69,375 | $2.13M | 0.17% | −3,606−4.9% | Reduced |
| Savant Capital, LLC | 69,310 | $2.13M | 0.03% | +8,346+13.7% | Added |
| Williams Jones Wealth Management, LLC. | 68,816 | $2.12M | 0.03% | +1,410+2.1% | Added |
| Augustine Asset Management Inc | 68,735 | $2.11M | 0.98% | −1,602−2.3% | Reduced |
| Sawtooth Solutions, LLC | 68,666 | $2.11M | 0.07% | −17,287−20.1% | Reduced |
| Bleakley Financial Group, LLC | 68,666 | $2.11M | 0.07% | −11,798−14.7% | Reduced |
| Trust Co of Vermont | 68,370 | $2.10M | 0.14% | −3,492−4.9% | Reduced |
| Azzad Asset Management Inc | 68,207 | $2.10M | 0.30% | +1,756+2.6% | Added |
| Petredis Investment Advisors LLC | 68,010 | $2.09M | 0.30% | +44+0.1% | Added |
| CenterBook Partners LP | 67,661 | $2.08M | 0.26% | +7,212+11.9% | Added |
| Community Bank, N.A. | 66,455 | $2.04M | 0.29% | −65−0.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 66,434 | $2.04M | 0.44% | +7,186+12.1% | Added |
| Churchill Management Corp | 65,367 | $2.01M | 0.03% | −2,755−4.0% | Reduced |
| Costello Asset Management, INC | 64,744 | $1.99M | 1.83% | −1,790−2.7% | Reduced |
| Zimmer Partners, LP | 64,600 | $1.99M | 0.05% | +3,000+4.9% | Added |
| Telemus Capital, LLC | 64,381 | $1.98M | 0.18% | −919−1.4% | Reduced |
| Aspen Investment Management Inc | 64,027 | $1.97M | 1.19% | 00.0% | Unchanged |
| Everence Capital Management Inc | 63,961 | $1.97M | 0.15% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 63,326 | $1.95M | 0.05% | −804−1.3% | Reduced |
| Cedar Mountain Advisors, LLC | 63,318 | $1.95M | 0.57% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 62,761 | $1.93M | 0.92% | +721+1.2% | Added |
| Cetera Advisors LLC | 62,579 | $1.92M | 0.03% | +5,218+9.1% | Added |