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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, Q4 2023

Institutional positions in CSX Corp as of Dec 31, 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
1,669
+146 vs. Q3 2023
Shares held
1.44B
−8.80M (−0.6%) vs. Q3 2023
Total value
$49.9B
+$5.31B (+11.9%) vs. Q3 2023
New holders
223
526 more added
Sold out
77
608 more reduced

23 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,669 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ4 2023: $49.9B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2023.

Institutions holding CSX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$140.00%0New
New Millennium Group LLC6$2210.00%00.0%Unchanged
Tfo-TDC, LLC19$6590.00%−9−32.1%Reduced
ClariVest Asset Management LLC22$7640.00%−5−18.5%Reduced
First Financial Corp29$1.00K0.00%00.0%Unchanged
True Wealth Design, LLC31$1.07K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC37$1.28K0.00%+37New
Sofos Investments, Inc.40$1.34K0.00%−1−2.4%Reduced
Global Financial Private Client, LLC42$1.46K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.42$1.46K0.00%+42New
Arlington Trust Co LLC69$2.39K0.00%+69New
Bay Harbor Wealth Management, LLC77$2.67K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC111$3.00K0.00%+1+0.9%Added
Global Trust Asset Management, LLC100$3.48K0.00%00.0%Unchanged
Byrne Asset Management LLC108$3.74K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC108$3.74K0.00%+108New
Ruedi Wealth Management, Inc.111$3.85K0.00%00.0%Unchanged
Chesapeake Asset Management LLC123$4.26K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC143$4.96K0.00%+24+20.2%Added
Cedar Wealth Management, LLC144$4.99K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.153$5.00K0.00%+153New
VisionPoint Advisory Group, LLC150$5.20K0.00%00.0%Unchanged
Livelsberger Financial Advisory151$5.25K0.00%+151New
Wolff Wiese Magana LLC153$5.30K0.01%00.0%Unchanged
Quarry LP167$5.79K0.00%−444−72.7%Reduced
Red Tortoise LLC169$5.86K0.00%00.0%Unchanged
SJS Investment Consulting Inc.172$5.96K0.00%−7−3.9%Reduced
Clear Street Markets LLC159$6.00K0.00%−66−29.3%Reduced
Laffer Tengler Investments181$6.28K0.00%+181New
Tidemark, LLC190$6.59K0.00%+190New
TCTC Holdings, LLC200$6.93K0.00%+200New
TSFG, LLC201$7.00K0.00%−414−67.3%Reduced
Loomis Sayles & Co L P202$7.00K0.00%−120−37.3%Reduced
Addison Advisors LLC202$7.00K0.00%+5+2.5%Added
Aspect Partners, LLC217$7.52K0.00%+217New
Richard W. Paul & Associates, LLC219$7.59K0.00%−33−13.1%Reduced
Lummis Asset Management, LP229$7.94K0.01%+229New
FSC Wealth Advisors, LLC231$8.01K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC234$8.11K0.00%+174+290.0%Added
Arrow Financial Corp252$8.74K0.00%00.0%Unchanged
HighMark Wealth Management LLC268$9.29K0.01%+22+8.9%Added
Hobbs Group Advisors, LLC270$9.36K0.00%+270New
Northwest Capital Management Inc300$10.4K0.00%00.0%Unchanged
Valued Wealth Advisors LLC344$10.6K0.01%+344New
Partnership Wealth Management, LLC300$10.7K0.01%+300New
Paloma Partners Management Co313$10.9K0.00%+313New
Insight Financial Services315$10.9K0.01%00.0%Unchanged
Abound Wealth Management320$11.1K0.00%−24−7.0%Reduced
Motco321$11.1K0.00%00.0%Unchanged
Beacon Capital Management, LLC362$11.1K0.00%00.0%Unchanged
Syntax Research, Inc.324$11.2K0.01%00.0%Unchanged
Sachetta, LLC325$11.3K0.01%+325New
Transcendent Capital Group LLC325$11.3K0.01%+325New
Financial Avengers, Inc.336$11.7K0.01%+1+0.3%Added
Creative Capital Management Investments LLC340$11.8K0.01%00.0%Unchanged
Investors Research Corp342$11.9K0.00%+135+65.2%Added
Rise Advisors, LLC351$12.2K0.01%+1+0.3%Added
Tyler-Stone Wealth Management360$12.5K0.01%+360New
PSI Advisors, LLC371$12.8K0.00%+1+0.3%Added
O'Dell Group, LLC372$12.9K0.00%+372New
Annis Gardner Whiting Capital Advisors, LLC374$13.0K0.01%+142+61.2%Added
Dividend Assets Capital, LLC383$13.0K0.00%00.0%Unchanged
Horizon Bancorp Inc363$13.0K0.01%00.0%Unchanged
Avalon Trust Co393$13.6K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC396$13.7K0.01%00.0%Unchanged
Monetary Management Group Inc400$13.9K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC402$13.9K0.00%−1,109−73.4%Reduced
Signature Resources Capital Management, LLC411$14.2K0.01%+411New
Game Plan Financial Advisors, LLC443$15.4K0.01%+443New
Hollencrest Capital Management447$15.5K0.00%00.0%Unchanged
Nordwand Advisors, LLC450$15.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc462$16.0K0.00%+30+6.9%Added
Eagle Bay Advisors LLC472$16.4K0.01%−66−12.3%Reduced
Focused Wealth Management, Inc474$16.4K0.00%+1+0.2%Added
Highlander Capital Management, LLC480$16.6K0.01%00.0%Unchanged
Highline Wealth Partners LLC480$16.6K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC480$16.7K0.00%+209+77.1%Added
Caitlin John, LLC485$16.8K0.01%+485New
Greenwood Gearhart Inc510$17.7K0.00%+510New
Creekmur Asset Management LLC515$17.9K0.01%+515New
Raffa Wealth Management, LLC516$17.9K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.550$19.1K0.00%00.0%Unchanged
Wunderlich Capital Managemnt566$19.6K0.01%00.0%Unchanged
TFC Financial Management598$20.7K0.00%−32−5.1%Reduced
Peoples Financial Services Corp.600$20.8K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc600$21.0K0.02%+600New
Plato Investment Management Ltd606$21.0K0.03%+606New
Pineridge Advisors LLC626$21.7K0.01%+626New
Ameliora Wealth Management Ltd.627$21.7K0.01%00.0%Unchanged
Wiser Advisor Group LLC645$22.3K0.04%+645New
AlphaMark Advisors, LLC650$23.0K0.01%00.0%Unchanged
Silicon Valley Capital Partners667$23.1K0.00%+2+0.3%Added
Mascoma Wealth Management LLC681$23.6K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc688$23.9K0.01%00.0%Unchanged
Cutler Group LP719$24.0K0.00%−71−9.0%Reduced
Pacific Center for Financial Services720$25.0K0.01%00.0%Unchanged
West Tower Group, LLC749$26.0K0.05%+749New
Ofi Invest Asset Management840$26.4K0.00%+840New
Fortitude Family Office, LLC774$26.8K0.02%+774New
Advisors Asset Management, Inc.775$26.9K0.00%−618−44.4%Reduced