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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 30,130 | $926.5K | 0.23% | −500−1.6% | Reduced |
| Harbor Advisors LLC | 30,000 | $922.5K | 0.20% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 29,978 | $921.8K | 0.16% | +21,647+259.8% | Added |
| Symmetry Partners, LLC | 29,885 | $919.0K | 0.05% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 29,801 | $916.4K | 0.11% | −2,096−6.6% | Reduced |
| GTS Securities LLC | 29,698 | $913.2K | 0.02% | +20,971+240.3% | Added |
| Vista Investment Management | 29,524 | $907.9K | 0.48% | −25−0.1% | Reduced |
| Fruth Investment Management | 29,500 | $907.0K | 0.27% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 29,468 | $906.2K | 0.60% | −559−1.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 29,415 | $904.5K | 0.07% | 00.0% | Unchanged |
| Qtron Investments LLC | 29,350 | $902.5K | 0.17% | −4,839−14.2% | Reduced |
| Engrave Wealth Partners LLC | 29,265 | $899.9K | 0.28% | −410−1.4% | Reduced |
| Legacy Private Trust Co. | 29,250 | $899.4K | 0.08% | −1,860−6.0% | Reduced |
| Howland Capital Management LLC | 29,208 | $898.1K | 0.05% | −49−0.2% | Reduced |
| Intrust Bank NA | 29,058 | $893.5K | 0.11% | +244+0.8% | Added |
| Cullen Capital Management LLC | 28,985 | $891.3K | 0.01% | −4,463−13.3% | Reduced |
| Eagle Strategies LLC | 28,893 | $888.5K | 0.22% | +28,893 | New |
| Unigestion Holding SA | 28,779 | $879.8K | 0.05% | +16,182+128.5% | Added |
| Westfield Capital Management Co LP | 28,590 | $879.1K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 28,374 | $872.5K | 0.04% | +249+0.9% | Added |
| Stony Point Wealth Management Inc. | 28,002 | $870.3K | 0.45% | −360−1.3% | Reduced |
| Everhart Financial Group, Inc. | 28,121 | $864.7K | 0.37% | +1,666+6.3% | Added |
| Outlook Wealth Advisors, LLC | 28,028 | $861.9K | 0.33% | +2,056+7.9% | Added |
| Stratos Wealth Advisors, LLC | 27,906 | $858.1K | 0.06% | +730+2.7% | Added |
| SeaCrest Wealth Management, LLC | 27,884 | $857.4K | 0.11% | +43+0.2% | Added |
| Adirondack Trust Co | 27,880 | $857.3K | 0.43% | −135−0.5% | Reduced |
| Morse Asset Management, Inc | 27,736 | $853.0K | 0.27% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 27,661 | $850.6K | 0.25% | +27,661 | New |
| Navalign, LLC | 27,497 | $845.5K | 0.32% | +308+1.1% | Added |
| Arkadios Wealth Advisors | 27,462 | $844.5K | 0.08% | −154−0.6% | Reduced |
| Lyell Wealth Management, LP | 27,345 | $840.9K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 27,248 | $837.9K | 0.17% | −197−0.7% | Reduced |
| Northwest Investment Counselors, LLC | 27,141 | $834.6K | 0.23% | +18,678+220.7% | Added |
| South State Corp. | 27,136 | $834.4K | 0.08% | +3,897+16.8% | Added |
| Pittenger & Anderson Inc | 27,041 | $831.5K | 0.04% | −106,491−79.7% | Reduced |
| Monograph Wealth Advisors, LLC | 27,000 | $830.3K | 0.16% | +27,000 | New |
| Werlinich Asset Management, LLC | 26,842 | $825.4K | 0.68% | −158−0.6% | Reduced |
| Simmons Bank | 26,695 | $820.9K | 0.07% | −12,676−32.2% | Reduced |
| Thoroughbred Financial Services, LLC | 26,583 | $817.0K | 0.08% | −8,280−23.8% | Reduced |
| Northstar Group, Inc. | 26,525 | $815.7K | 0.19% | −1,530−5.5% | Reduced |
| Advisory Alpha, LLC | 26,521 | $815.5K | 0.04% | −1,601−5.7% | Reduced |
| Agf Management Ltd | 26,500 | $814.9K | 0.01% | +26,500 | New |
| Valley Brook Capital Group | 26,375 | $811.0K | 0.80% | 00.0% | Unchanged |
| Grove Bank & Trust | 26,301 | $808.8K | 0.16% | +506+2.0% | Added |
| Checchi Capital Advisers, LLC | 26,283 | $808.2K | 0.07% | −924−3.4% | Reduced |
| Cadinha & Co LLC | 26,246 | $807.1K | 0.18% | −2,550−8.9% | Reduced |
| Portman Square Capital LLP | 26,184 | $805.2K | 0.11% | +26,184 | New |
| D.B. Root & Company, LLC | 25,929 | $797.3K | 0.31% | +794+3.2% | Added |
| Boston Financial Mangement LLC | 25,823 | $794.1K | 0.03% | +211+0.8% | Added |
| Avidian Wealth Solutions, LLC | 25,797 | $793.3K | 0.06% | +10.0% | Added |
| Virtue Capital Management, LLC | 23,313 | $789.6K | 0.13% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 25,656 | $788.9K | 0.38% | 00.0% | Unchanged |
| RMR Wealth Builders | 25,524 | $784.9K | 0.13% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 25,512 | $784.5K | 0.04% | −3,305−11.5% | Reduced |
| Threadgill Financial, LLC | 25,211 | $783.5K | 0.60% | −15−0.1% | Reduced |
| Prospera Financial Services Inc | 25,293 | $778.1K | 0.03% | +950+3.9% | Added |
| Benin Management CORP | 25,300 | $778.0K | 0.29% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,151 | $773.0K | 0.09% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 25,100 | $771.8K | 0.58% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 25,037 | $769.9K | 0.08% | +1,881+8.1% | Added |
| Cambridge Trust Co | 25,016 | $769.2K | 0.04% | +3,990+19.0% | Added |
| Abbot Financial Management, Inc. | 25,005 | $768.9K | 0.52% | −100−0.4% | Reduced |
| MidWestOne Financial Group, Inc. | 24,971 | $767.9K | 0.17% | −160−0.6% | Reduced |
| Cornerstone Advisory, LLC | 24,918 | $766.2K | 0.13% | −145−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 24,906 | $765.9K | 0.33% | −8,910−26.3% | Reduced |
| XML Financial, LLC | 24,897 | $765.6K | 0.09% | −5,591−18.3% | Reduced |
| Main Street Financial Solutions, LLC | 24,777 | $761.9K | 0.11% | −813−3.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 24,695 | $759.4K | 0.04% | +2,630+11.9% | Added |
| Wellington Shields Capital Management, LLC | 24,458 | $752.1K | 0.10% | 00.0% | Unchanged |
| Sandy Spring Bank | 24,327 | $748.1K | 0.04% | +5,300+27.9% | Added |
| Sound View Wealth Advisors Group, LLC | 24,315 | $747.7K | 0.09% | +1,794+8.0% | Added |
| Forum Financial Management, LP | 24,253 | $745.8K | 0.02% | +208+0.9% | Added |
| Fairfield, Bush & Co. | 24,215 | $744.6K | 0.49% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24,183 | $743.6K | 0.36% | +37+0.2% | Added |
| Pacific Global Investment Management CO | 24,031 | $738.9K | 0.16% | −330−1.4% | Reduced |
| TD Private Client Wealth LLC | 23,866 | $733.9K | 0.03% | +1,107+4.9% | Added |
| Rossmore Private Capital | 23,655 | $727.4K | 0.11% | 00.0% | Unchanged |
| Clarius Group, LLC | 23,610 | $726.0K | 0.07% | −6,510−21.6% | Reduced |
| Resources Management Corp | 23,620 | $726.0K | 0.12% | −315−1.3% | Reduced |
| Washington Trust Bank | 23,532 | $723.6K | 0.08% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 23,480 | $722.5K | 0.23% | +23,480 | New |
| WMS Partners, LLC | 23,401 | $719.6K | 0.06% | −160−0.7% | Reduced |
| Pioneer Trust Bank N A | 23,385 | $719.1K | 0.24% | 00.0% | Unchanged |
| Fragasso Group Inc. | 23,228 | $714.2K | 0.08% | −615−2.6% | Reduced |
| Centaurus Financial, Inc. | 23,064 | $709.0K | 0.06% | +2,726+13.4% | Added |
| Virtus ETF Advisers LLC | 23,010 | $707.6K | 0.43% | +23,010 | New |
| Moneta Group Investment Advisors LLC | 22,995 | $707.1K | 0.02% | +318+1.4% | Added |
| Meridian Wealth Management, LLC | 22,956 | $705.9K | 0.04% | +10,862+89.8% | Added |
| Edgemoor Investment Advisors, Inc. | 22,869 | $703.2K | 0.08% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 22,860 | $702.9K | 0.05% | −625−2.7% | Reduced |
| Balentine LLC | 22,582 | $694.4K | 0.02% | −875−3.7% | Reduced |
| Brookstone Capital Management | 22,687 | $692.9K | 0.02% | −1,089−4.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 22,528 | $692.7K | 0.19% | 00.0% | Unchanged |
| Welch & Forbes LLC | 22,482 | $691.3K | 0.01% | +120+0.5% | Added |
| Davidson Trust Co | 22,398 | $688.7K | 0.51% | 00.0% | Unchanged |
| Colonial Trust Co | 22,384 | $688.3K | 0.17% | −214−0.9% | Reduced |
| Peoples Bank | 22,353 | $687.4K | 0.45% | −235−1.0% | Reduced |
| Snowden Capital Advisors LLC | 22,344 | $687.1K | 0.03% | −3,390−13.2% | Reduced |
| Versor Investments LP | 22,343 | $687.0K | 0.14% | −5,695−20.3% | Reduced |
| Daymark Wealth Partners, LLC | 22,321 | $686.4K | 0.05% | +4,219+23.3% | Added |