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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Unigestion Holding SA | 24,683 | $855.8K | 0.05% | −4,096−14.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 24,713 | $856.8K | 0.36% | +5,000+25.4% | Added |
| Main Street Financial Solutions, LLC | 24,775 | $858.9K | 0.11% | −20.0% | Reduced |
| Boyd Watterson Asset Management LLC | 24,815 | $860.4K | 0.34% | −91−0.4% | Reduced |
| Criterion Capital Advisors, LLC | 24,832 | $860.9K | 0.63% | +24,832 | New |
| XML Financial, LLC | 24,860 | $861.9K | 0.09% | −37−0.1% | Reduced |
| ISAM Funds (UK) Ltd | 24,968 | $865.6K | 0.62% | +24,968 | New |
| Abbot Financial Management, Inc. | 25,005 | $866.9K | 0.52% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 25,026 | $867.2K | 0.66% | −1,816−6.8% | Reduced |
| Aberdeen Wealth Management LLC | 25,100 | $870.2K | 0.63% | 00.0% | Unchanged |
| Jump Financial, LLC | 25,107 | $870.5K | 0.03% | −11,993−32.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,151 | $872.0K | 0.10% | 00.0% | Unchanged |
| Benin Management CORP | 25,326 | $878.1K | 0.30% | +26+0.1% | Added |
| Threadgill Financial, LLC | 25,375 | $879.8K | 0.58% | +164+0.7% | Added |
| Walker Asset Management, LLC | 25,446 | $882.2K | 0.64% | +8,934+54.1% | Added |
| RMR Wealth Builders | 25,524 | $884.9K | 0.12% | 00.0% | Unchanged |
| Empowered Funds, LLC | 25,532 | $885.2K | 0.02% | +4,181+19.6% | Added |
| Checchi Capital Advisers, LLC | 25,596 | $887.4K | 0.07% | −687−2.6% | Reduced |
| Boston Financial Mangement LLC | 25,612 | $888.0K | 0.03% | −211−0.8% | Reduced |
| Quantum Private Wealth, LLC | 25,656 | $889.5K | 0.37% | 00.0% | Unchanged |
| Grove Bank & Trust | 25,671 | $890.0K | 0.16% | −630−2.4% | Reduced |
| Outlook Wealth Advisors, LLC | 25,790 | $894.2K | 0.31% | −2,238−8.0% | Reduced |
| Avidian Wealth Solutions, LLC | 25,798 | $894.4K | 0.06% | +10.0% | Added |
| Capital Investment Advisory Services, LLC | 25,808 | $894.8K | 0.08% | −21,781−45.8% | Reduced |
| Sonora Investment Management Group, LLC | 25,892 | $897.7K | 0.07% | −26,867−50.9% | Reduced |
| Concurrent Investment Advisors, LLC | 25,932 | $899.0K | 0.04% | +25,932 | New |
| Northstar Group, Inc. | 26,190 | $908.0K | 0.20% | −335−1.3% | Reduced |
| Symmetry Partners, LLC | 26,163 | $909.0K | 0.05% | −3,722−12.5% | Reduced |
| Cadinha & Co LLC | 26,246 | $909.9K | 0.15% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 26,616 | $922.0K | 0.07% | +33+0.1% | Added |
| Ronald Blue Trust, Inc. | 30,085 | $926.0K | 0.01% | +2,010+7.2% | Added |
| DFPG Investments, LLC | 26,803 | $929.0K | 0.07% | −10,282−27.7% | Reduced |
| Arkadios Wealth Advisors | 26,929 | $933.6K | 0.08% | −533−1.9% | Reduced |
| Pittenger & Anderson Inc | 27,180 | $942.3K | 0.04% | +139+0.5% | Added |
| Lyell Wealth Management, LP | 27,345 | $948.1K | 0.11% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 27,414 | $950.5K | 0.03% | +13,859+102.2% | Added |
| Stony Point Wealth Management Inc. | 27,502 | $953.5K | 0.44% | −500−1.8% | Reduced |
| Brasada Capital Management, LP | 27,540 | $954.8K | 0.19% | +27,540 | New |
| Navalign, LLC | 27,588 | $956.5K | 0.33% | +91+0.3% | Added |
| Morse Asset Management, Inc | 27,700 | $960.0K | 0.28% | −36−0.1% | Reduced |
| Commonwealth Financial Services, LLC | 27,693 | $960.1K | 0.23% | +32+0.1% | Added |
| Legacy Financial Advisors, Inc. | 27,795 | $963.7K | 0.19% | +547+2.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 27,890 | $966.9K | 0.69% | −2,950−9.6% | Reduced |
| Everhart Financial Group, Inc. | 28,022 | $971.5K | 0.34% | −99−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 28,166 | $976.5K | 0.02% | +7,467+36.1% | Added |
| Stratos Wealth Advisors, LLC | 28,210 | $978.1K | 0.06% | +304+1.1% | Added |
| Busey Wealth Management | 28,374 | $983.7K | 0.04% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 28,585 | $991.0K | 0.91% | +28,585 | New |
| Westfield Capital Management Co LP | 28,590 | $991.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 28,785 | $998.0K | 0.24% | +9,624+50.2% | Added |
| Howland Capital Management LLC | 28,908 | $1.00M | 0.05% | −300−1.0% | Reduced |
| United Community Bank | 29,028 | $1.01M | 0.43% | +29,028 | New |
| Legacy Private Trust Co. | 29,075 | $1.01M | 0.08% | −175−0.6% | Reduced |
| Acorn Wealth Advisors, LLC | 29,202 | $1.01M | 0.60% | −266−0.9% | Reduced |
| Engrave Wealth Partners LLC | 29,265 | $1.01M | 0.29% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 29,415 | $1.02M | 0.08% | 00.0% | Unchanged |
| Vista Investment Management | 29,424 | $1.02M | 0.47% | −100−0.3% | Reduced |
| Fruth Investment Management | 29,500 | $1.02M | 0.29% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 29,600 | $1.03M | 0.27% | −3,300−10.0% | Reduced |
| L.M. Kohn & Company | 29,683 | $1.03M | 0.33% | −4,123−12.2% | Reduced |
| Sawgrass Asset Management LLC | 29,801 | $1.03M | 0.12% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 30,000 | $1.04M | 0.38% | −130−0.4% | Reduced |
| Harbor Advisors LLC | 30,000 | $1.04M | 0.20% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 30,126 | $1.04M | 0.03% | −24,185−44.5% | Reduced |
| Adirondack Trust Co | 27,559 | $1.05M | 0.45% | −321−1.2% | Reduced |
| SeaCrest Wealth Management, LLC | 30,238 | $1.05M | 0.13% | +2,354+8.4% | Added |
| Harbor Investment Advisory, LLC | 30,285 | $1.05M | 0.12% | −79−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 30,369 | $1.05M | 0.28% | −125−0.4% | Reduced |
| Systematic Financial Management LP | 30,600 | $1.06M | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 30,770 | $1.07M | 0.04% | +5,477+21.7% | Added |
| Intellectus Partners, LLC | 30,817 | $1.07M | 0.31% | +251+0.8% | Added |
| Essex Financial Services, Inc. | 30,840 | $1.07M | 0.11% | +405+1.3% | Added |
| Brooks, Moore & Associates, Inc. | 30,911 | $1.07M | 0.74% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 30,997 | $1.07M | 0.05% | −944−3.0% | Reduced |
| Tritonpoint Wealth, LLC | 31,049 | $1.08M | 0.11% | +31,049 | New |
| Transcend Wealth Collective, LLC | 31,133 | $1.08M | 0.10% | −3,671−10.5% | Reduced |
| Nations Financial Group Inc, | 31,236 | $1.08M | 0.10% | +30.0% | Added |
| Biltmore Wealth Management, LLC | 31,293 | $1.08M | 0.52% | +69+0.2% | Added |
| Wealthspire Advisors, LLC | 31,307 | $1.09M | 0.02% | −222−0.7% | Reduced |
| Ullmann Financial Group, Inc. | 31,509 | $1.09M | 0.18% | +14,148+81.5% | Added |
| Sage Investment Advisers LLC | 31,510 | $1.09M | 1.33% | 00.0% | Unchanged |
| Washington Trust Co | 31,568 | $1.09M | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 31,785 | $1.10M | 0.13% | +738+2.4% | Added |
| Ninepoint Partners LP | 31,805 | $1.10M | 0.15% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 31,917 | $1.11M | 0.50% | 00.0% | Unchanged |
| Community Trust & Investment Co | 31,965 | $1.11M | 0.08% | −2,685−7.7% | Reduced |
| Cullen Capital Management LLC | 32,004 | $1.11M | 0.02% | +3,019+10.4% | Added |
| Intrust Bank NA | 32,035 | $1.11M | 0.13% | +2,977+10.2% | Added |
| Dynamic Advisor Solutions LLC | 32,246 | $1.12M | 0.04% | +2,056+6.8% | Added |
| Citizens Financial Group Inc | 32,318 | $1.12M | 0.04% | +1,998+6.6% | Added |
| VELA Investment Management, LLC | 32,514 | $1.13M | 0.46% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 32,735 | $1.14M | 0.85% | −1,000−3.0% | Reduced |
| Apollon Wealth Management, LLC | 32,769 | $1.14M | 0.04% | +7,257+28.4% | Added |
| Perigon Wealth Management, LLC | 33,079 | $1.15M | 0.04% | +225+0.7% | Added |
| STF Management LP | 33,254 | $1.15M | 0.54% | +472+1.4% | Added |
| Advisory Alpha, LLC | 33,296 | $1.15M | 0.05% | +6,775+25.5% | Added |
| Horizon Investments, LLC | 33,413 | $1.16M | 0.03% | +21,119+171.8% | Added |
| Cobblestone Asset Management LLC | 33,571 | $1.16M | 0.86% | +107+0.3% | Added |
| Valmark Advisers, Inc. | 33,654 | $1.17M | 0.02% | +386+1.2% | Added |
| Centiva Capital, LP | 33,826 | $1.17M | 0.07% | +33,826 | New |