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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 42,689 | $1.31M | 0.86% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 42,381 | $1.30M | 1.03% | +250+0.6% | Added |
| Bahl & Gaynor Inc | 42,074 | $1.29M | 0.01% | −628−1.5% | Reduced |
| Proequities, Inc. | 41,913 | $1.29M | 0.10% | +5,378+14.7% | Added |
| Conway Capital Management, Inc. | 41,850 | $1.29M | 0.94% | +2,000+5.0% | Added |
| Delta Investment Management, LLC | 41,688 | $1.28M | 0.36% | +19,704+89.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 41,334 | $1.27M | 0.13% | −2,200−5.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 41,106 | $1.26M | 0.08% | +2,547+6.6% | Added |
| Meeder Advisory Services, Inc. | 40,973 | $1.26M | 0.16% | −5,239−11.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 40,837 | $1.26M | 0.05% | +30+0.1% | Added |
| Marco Investment Management LLC | 40,778 | $1.25M | 0.14% | −1,357−3.2% | Reduced |
| First National Bank Sioux Falls | 40,500 | $1.25M | 0.74% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.25M | 0.06% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 40,490 | $1.25M | 0.40% | +32,445+403.3% | Added |
| Resources Investment Advisors, LLC. | 40,220 | $1.24M | 0.03% | −659−1.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 40,060 | $1.23M | 0.08% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 46,184 | $1.23M | 0.44% | −634−1.4% | Reduced |
| Roundview Capital LLC | 39,762 | $1.22M | 0.12% | −3,346−7.8% | Reduced |
| Kanawha Capital Management LLC | 39,687 | $1.22M | 0.12% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 39,487 | $1.21M | 0.06% | −1,650−4.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,387 | $1.21M | 0.61% | +34+0.1% | Added |
| Ontario Teachers Pension Plan Board | 39,357 | $1.21M | 0.01% | −4,948−11.2% | Reduced |
| Nilsine Partners, LLC | 39,122 | $1.20M | 0.18% | −410−1.0% | Reduced |
| Jacobi Capital Management LLC | 38,760 | $1.19M | 0.13% | +9,012+30.3% | Added |
| Lindbrook Capital, LLC | 38,704 | $1.19M | 0.13% | +965+2.6% | Added |
| Vaughan David Investments LLC | 38,600 | $1.19M | 0.04% | −2,500−6.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 38,525 | $1.18M | 0.42% | −1,380−3.5% | Reduced |
| Weatherly Asset Management L. P. | 38,260 | $1.18M | 0.14% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 37,953 | $1.17M | 0.10% | +37,953 | New |
| Sovereign Financial Group, Inc. | 38,037 | $1.17M | 0.42% | −2,062−5.1% | Reduced |
| Coldstream Capital Management Inc | 38,035 | $1.17M | 0.04% | −1,662−4.2% | Reduced |
| Strategic Investment Solutions, Inc. | 36,875 | $1.17M | 0.01% | +36,292+6,225.0% | Added |
| Leavell Investment Management, Inc. | 37,802 | $1.16M | 0.08% | −1,500−3.8% | Reduced |
| Decatur Capital Management, Inc. | 37,705 | $1.16M | 0.84% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 37,421 | $1.15M | 0.03% | −279−0.7% | Reduced |
| Terra Nova Asset Management LLC | 33,624 | $1.15M | 1.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 37,228 | $1.14M | 0.17% | 00.0% | Unchanged |
| Jump Financial, LLC | 37,100 | $1.14M | 0.04% | +10,596+40.0% | Added |
| Linscomb & Williams, Inc. | 37,086 | $1.14M | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 37,067 | $1.14M | 0.10% | +1,870+5.3% | Added |
| Spirit of America Management Corp | 36,600 | $1.13M | 0.25% | −1,000−2.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.13M | 0.48% | 00.0% | Unchanged |
| DFPG Investments, LLC | 37,085 | $1.12M | 0.10% | −1,510−3.9% | Reduced |
| Chatham Capital Group, Inc. | 36,216 | $1.11M | 0.25% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.11M | 0.24% | −36,000−50.0% | Reduced |
| Massachusetts Wealth Management | 35,715 | $1.10M | 1.01% | −200−0.6% | Reduced |
| Synergy Financial Management, LLC | 35,673 | $1.10M | 0.22% | +35,673 | New |
| Traynor Capital Management, Inc. | 35,509 | $1.09M | 0.15% | −729−2.0% | Reduced |
| Foundations Investment Advisors, LLC | 35,374 | $1.09M | 0.03% | +3,489+10.9% | Added |
| Weil Company, Inc. | 35,200 | $1.08M | 0.54% | 00.0% | Unchanged |
| Country Club Bank | 35,114 | $1.07M | 0.09% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 34,804 | $1.07M | 0.10% | −111−0.3% | Reduced |
| Wedbush Securities Inc | 34,810 | $1.07M | 0.05% | −14,623−29.6% | Reduced |
| Western Wealth Management, LLC | 34,769 | $1.07M | 0.09% | −394−1.1% | Reduced |
| Community Trust & Investment Co | 34,650 | $1.07M | 0.09% | 00.0% | Unchanged |
| Arjuna Capital | 34,479 | $1.06M | 0.38% | +34,479 | New |
| Two Sigma Securities, LLC | 34,329 | $1.06M | 0.05% | +34,329 | New |
| First Hawaiian Bank | 34,210 | $1.05M | 0.04% | −4,097−10.7% | Reduced |
| E. Ohman J:or Asset Management AB | 33,900 | $1.04M | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 33,806 | $1.04M | 0.38% | −294−0.9% | Reduced |
| Equitable Holdings, Inc. | 33,727 | $1.04M | 0.01% | +1,431+4.4% | Added |
| Midwest Financial Group LLC | 33,735 | $1.04M | 0.88% | −100−0.3% | Reduced |
| Boston Private Wealth LLC | 33,623 | $1.03M | 0.02% | −821−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,474 | $1.03M | 0.06% | +3,531+11.8% | Added |
| Cobblestone Asset Management LLC | 33,464 | $1.03M | 0.85% | +33,464 | New |
| Valmark Advisers, Inc. | 33,268 | $1.02M | 0.02% | +28+0.1% | Added |
| SkyOak Wealth, LLC | 32,900 | $1.01M | 0.30% | +3,400+11.5% | Added |
| Perigon Wealth Management, LLC | 32,854 | $1.01M | 0.04% | +704+2.2% | Added |
| Symphony Financial, Ltd. Co. | 33,054 | $1.01M | 0.25% | −1,874−5.4% | Reduced |
| STF Management LP | 32,782 | $1.01M | 0.54% | +19,823+153.0% | Added |
| Sequoia Financial Advisors, LLC | 32,635 | $1.00M | 0.02% | +1,571+5.1% | Added |
| VELA Investment Management, LLC | 32,514 | $999.8K | 0.44% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 32,475 | $998.6K | 0.03% | +40.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 32,298 | $993.2K | 0.03% | +2,085+6.9% | Added |
| StoneX Group Inc. | 32,141 | $988.3K | 0.11% | +712+2.3% | Added |
| Fulton Bank, N.A. | 31,941 | $982.2K | 0.05% | +5,482+20.7% | Added |
| Taylor Hoffman Wealth Management | 31,917 | $981.4K | 0.51% | +1,800+6.0% | Added |
| Jacobs Levy Equity Management, Inc | 31,872 | $980.1K | 0.01% | −1,529,049−98.0% | Reduced |
| Ninepoint Partners LP | 31,805 | $978.0K | 0.10% | −5,558−14.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 31,790 | $978.0K | 0.00% | +24,990+367.5% | Added |
| Veriti Management LLC | 31,711 | $975.1K | 0.11% | +2,113+7.1% | Added |
| Segall Bryant & Hamill, LLC | 31,707 | $975.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 31,568 | $970.7K | 0.04% | −577−1.8% | Reduced |
| Wealthspire Advisors, LLC | 31,529 | $969.5K | 0.02% | +209+0.7% | Added |
| Sage Investment Advisers LLC | 31,510 | $968.9K | 1.33% | 00.0% | Unchanged |
| Greenland Capital Management LP | 31,500 | $968.6K | 0.12% | −306,788−90.7% | Reduced |
| Nations Financial Group Inc, | 31,233 | $960.4K | 0.10% | +2,440+8.5% | Added |
| Biltmore Wealth Management, LLC | 31,224 | $960.1K | 0.46% | +77+0.2% | Added |
| Stratos Wealth Partners, LTD. | 31,150 | $957.9K | 0.02% | +2,847+10.1% | Added |
| Ronald Blue Trust, Inc. | 28,075 | $957.0K | 0.01% | +229+0.8% | Added |
| Private Trust Co NA | 31,047 | $954.7K | 0.13% | +1,160+3.9% | Added |
| Brooks, Moore & Associates, Inc. | 30,911 | $951.0K | 0.72% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 30,840 | $948.3K | 0.72% | +950+3.2% | Added |
| Systematic Financial Management LP | 30,600 | $941.0K | 0.03% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 30,566 | $939.9K | 0.30% | +618+2.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 30,494 | $937.7K | 0.28% | +14,100+86.0% | Added |
| Essex Financial Services, Inc. | 30,435 | $935.9K | 0.11% | +20.0% | Added |
| Harbor Investment Advisory, LLC | 30,364 | $933.7K | 0.12% | −3,888−11.4% | Reduced |
| Citizens Financial Group Inc | 30,320 | $932.3K | 0.04% | −3,732−11.0% | Reduced |
| Dynamic Advisor Solutions LLC | 30,190 | $928.3K | 0.04% | +4,100+15.7% | Added |