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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 22,500 | $680.5K | 0.14% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 22,124 | $680.3K | 0.16% | +554+2.6% | Added |
| Rehmann Capital Advisory Group | 22,107 | $679.8K | 0.06% | −245−1.1% | Reduced |
| Vident Advisory, LLC | 22,091 | $679.3K | 0.02% | +22,091 | New |
| E Fund Management Co., Ltd. | 22,059 | $678.0K | 0.05% | +3,481+18.7% | Added |
| Arete Wealth Advisors, LLC | 22,019 | $677.1K | 0.12% | −529−2.3% | Reduced |
| Aigen Investment Management, LP | 21,880 | $672.8K | 0.13% | +21,880 | New |
| CAPROCK Group, Inc. | 21,858 | $672.1K | 0.05% | −2,094−8.7% | Reduced |
| New Republic Capital, LLC | 21,755 | $669.0K | 0.55% | +21,755 | New |
| Salem Investment Counselors Inc | 21,729 | $668.2K | 0.03% | +1,200+5.8% | Added |
| Quadrant Capital Group LLC | 21,727 | $668.1K | 0.07% | −2,435−10.1% | Reduced |
| Redwood Wealth Management Group, LLC | 21,713 | $667.7K | 0.78% | 00.0% | Unchanged |
| Cigna Investments Inc | 21,692 | $667.0K | 0.15% | −3,012−12.2% | Reduced |
| Syon Capital LLC | 21,630 | $665.1K | 0.08% | +21,630 | New |
| Lakeside Advisors, INC. | 21,600 | $664.2K | 0.51% | 00.0% | Unchanged |
| Horan Securities, Inc. | 21,536 | $662.2K | 0.35% | −395−1.8% | Reduced |
| Massmutual Trust Co FSB | 21,445 | $659.4K | 0.02% | +360+1.7% | Added |
| Empowered Funds, LLC | 21,351 | $656.5K | 0.02% | +4,189+24.4% | Added |
| Rodgers Brothers Inc. | 21,300 | $655.0K | 0.11% | +21,300 | New |
| Kenfarb & Co. | 21,250 | $653.5K | 0.60% | 00.0% | Unchanged |
| RFG Advisory, LLC | 21,208 | $652.1K | 0.03% | +695+3.4% | Added |
| Patriot Investment Management Inc. | 21,185 | $651.4K | 0.06% | −96−0.5% | Reduced |
| First Horizon Advisors, Inc. | 21,039 | $647.0K | 0.02% | +3,649+21.0% | Added |
| Moody National Bank Trust Division | 20,917 | $643.2K | 0.04% | −1,669−7.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,765 | $641.9K | 0.09% | −144−0.7% | Reduced |
| Brave Asset Management Inc | 20,862 | $641.5K | 0.20% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 20,848 | $641.1K | 0.44% | −130−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 20,830 | $640.5K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 20,317 | $637.4K | 0.20% | −11,070−35.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,699 | $636.5K | 0.02% | +1,879+10.0% | Added |
| Flagship Harbor Advisors, LLC | 20,561 | $632.3K | 0.05% | −570−2.7% | Reduced |
| Cito Capital Group, LLC | 20,494 | $630.0K | 0.30% | +1,000+5.1% | Added |
| Asset Dedication, LLC | 20,471 | $630.0K | 0.05% | +2,465+13.7% | Added |
| Optas, LLC | 20,484 | $629.9K | 0.21% | −3,585−14.9% | Reduced |
| Kapstone Financial Advisors LLC | 20,395 | $627.1K | 0.56% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 20,381 | $626.7K | 0.04% | −3,597−15.0% | Reduced |
| TBH Global Asset Management, LLC | 20,294 | $624.0K | 0.12% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 20,216 | $621.6K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 20,139 | $619.3K | 0.04% | +666+3.4% | Added |
| Boston Trust Walden Corp | 20,007 | $615.2K | 0.01% | 00.0% | Unchanged |
| Bornite Capital Management LP | 20,000 | $615.0K | 0.19% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 19,940 | $613.2K | 0.01% | −450−2.2% | Reduced |
| Chicago Trust Co NA | 19,935 | $613.0K | 0.15% | −853−4.1% | Reduced |
| Brown Brothers Harriman & Co | 19,905 | $612.1K | 0.01% | −826−4.0% | Reduced |
| Diversified Trust Co | 19,887 | $611.5K | 0.02% | −10,713−35.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 19,855 | $610.5K | 0.10% | +10.0% | Added |
| Southeast Asset Advisors Inc. | 19,854 | $610.5K | 0.09% | −542−2.7% | Reduced |
| Hoylecohen, LLC | 19,804 | $609.0K | 0.06% | +137+0.7% | Added |
| Philadelphia Trust Co | 19,725 | $607.0K | 0.06% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 19,912 | $606.3K | 0.15% | +3,506+21.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 19,713 | $606.2K | 0.33% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 19,706 | $606.0K | 0.22% | +22+0.1% | Added |
| Integrated Investment Consultants, LLC | 19,689 | $605.4K | 0.22% | −135−0.7% | Reduced |
| Cobblestone Capital Advisors LLC | 19,630 | $603.6K | 0.04% | +2,200+12.6% | Added |
| SlateStone Wealth, LLC | 19,511 | $600.0K | 0.09% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 18,905 | $596.3K | 0.58% | −77−0.4% | Reduced |
| Empire Financial Management Company, LLC | 19,226 | $591.2K | 0.26% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 19,345 | $590.8K | 0.19% | +19,345 | New |
| V-Square Quantitative Management LLC | 19,161 | $589.2K | 0.26% | +7,267+61.1% | Added |
| M Holdings Securities, Inc. | 19,118 | $588.0K | 0.08% | +12,718+198.7% | Added |
| Certified Advisory Corp | 19,115 | $587.8K | 0.11% | +73+0.4% | Added |
| Bristlecone Advisors, LLC | 19,065 | $586.2K | 0.07% | −284−1.5% | Reduced |
| Whitener Capital Management, Inc. | 19,040 | $585.5K | 0.23% | +1,317+7.4% | Added |
| Mill Creek Capital Advisors, LLC | 19,038 | $585.4K | 0.02% | −1,696−8.2% | Reduced |
| Gryphon Financial Partners LLC | 18,994 | $584.1K | 0.14% | +89+0.5% | Added |
| Great Valley Advisor Group, Inc. | 18,966 | $583.3K | 0.02% | +221+1.2% | Added |
| Nicolet Bankshares Inc | 18,963 | $583.1K | 0.18% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 18,950 | $582.7K | 0.18% | 00.0% | Unchanged |
| Credit Agricole S A | 18,876 | $580.4K | 0.02% | +18,315+3,264.7% | Added |
| Wealthcare Advisory Partners LLC | 18,804 | $578.2K | 0.03% | −491−2.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,800 | $578.1K | 0.05% | +2,089+12.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 18,671 | $574.1K | 0.09% | +10.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,615 | $572.4K | 0.09% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 18,459 | $571.0K | 0.11% | +119+0.6% | Added |
| PFG Advisors | 18,513 | $569.3K | 0.05% | −4,168−18.4% | Reduced |
| Duncker Streett & Co Inc | 18,502 | $568.9K | 0.13% | 00.0% | Unchanged |
| Appleton Partners Inc | 18,409 | $566.0K | 0.05% | 00.0% | Unchanged |
| Ledyard National Bank | 18,334 | $563.8K | 0.06% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 18,239 | $560.8K | 0.09% | +1,732+10.5% | Added |
| Berkshire Asset Management LLC | 18,185 | $559.2K | 0.03% | +9,176+101.9% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $553.5K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,967 | $552.5K | 0.13% | +352+2.0% | Added |
| Secure Asset Management, LLC | 17,950 | $552.0K | 0.17% | +2,762+18.2% | Added |
| MRP Capital Investments, LLC | 41,900 | $551.0K | 0.61% | +23,125+123.2% | Added |
| North Star Investment Management Corp. | 17,886 | $550.0K | 0.05% | +40.0% | Added |
| Burt Wealth Advisors | 17,875 | $549.7K | 0.17% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 17,852 | $548.9K | 0.07% | +4,029+29.1% | Added |
| Hall Capital Management Co Inc | 17,819 | $547.9K | 0.35% | −404−2.2% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $545.2K | 0.11% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 17,730 | $545.2K | 0.11% | +17,730 | New |
| GYL Financial Synergies, LLC | 17,706 | $544.5K | 0.05% | −20.0% | Reduced |
| Mystic Asset Management, Inc. | 17,633 | $542.2K | 0.30% | +1,000+6.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,598 | $541.1K | 0.11% | −523−2.9% | Reduced |
| Wendell David Associates Inc | 17,568 | $540.0K | 0.06% | −11,311−39.2% | Reduced |
| RSM US Wealth Management LLC | 17,450 | $536.6K | 0.02% | +1,337+8.3% | Added |
| Ramirez Asset Management, Inc. | 17,437 | $536.2K | 0.12% | +17,437 | New |
| High Net Worth Advisory Group LLC | 17,400 | $535.0K | 0.21% | −103−0.6% | Reduced |
| Piscataqua Savings Bank | 17,384 | $534.6K | 0.47% | −2,500−12.6% | Reduced |
| Ullmann Financial Group, Inc. | 17,361 | $533.8K | 0.10% | +128+0.7% | Added |
| Royal Fund Management, LLC | 17,311 | $532.3K | 0.08% | +10.0% | Added |