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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 33,900 | $1.18M | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 34,183 | $1.19M | 0.03% | +1,708+5.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 34,236 | $1.19M | 0.04% | +1,938+6.0% | Added |
| First Hawaiian Bank | 34,282 | $1.19M | 0.04% | +72+0.2% | Added |
| Wedbush Securities Inc | 34,307 | $1.19M | 0.05% | −503−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 34,872 | $1.21M | 0.06% | +1,398+4.2% | Added |
| Moneta Group Investment Advisors LLC | 34,916 | $1.21M | 0.02% | +11,921+51.8% | Added |
| Country Club Bank | 35,114 | $1.22M | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 35,188 | $1.22M | 0.09% | +419+1.2% | Added |
| Weil Company, Inc. | 35,200 | $1.22M | 0.54% | 00.0% | Unchanged |
| Sapient Capital LLC | 35,355 | $1.23M | 0.03% | +35,355 | New |
| Harbour Trust & Investment Management Co | 35,457 | $1.23M | 0.17% | +35,457 | New |
| Massachusetts Wealth Management | 35,540 | $1.23M | 0.99% | −175−0.5% | Reduced |
| Quest Partners LLC | 35,796 | $1.24M | 0.26% | +35,796 | New |
| Integrated Wealth Concepts LLC | 35,799 | $1.24M | 0.02% | −9,964−21.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.25M | 0.26% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 36,006 | $1.25M | 0.02% | +4,856+15.6% | Added |
| Chatham Capital Group, Inc. | 36,216 | $1.26M | 0.25% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 36,243 | $1.26M | 0.03% | −8,955−19.8% | Reduced |
| Foundations Investment Advisors, LLC | 34,716 | $1.26M | 0.03% | −658−1.9% | Reduced |
| Boston Private Wealth LLC | 36,415 | $1.26M | 0.03% | +2,792+8.3% | Added |
| Lindbrook Capital, LLC | 36,436 | $1.26M | 0.13% | −2,268−5.9% | Reduced |
| PBMares Wealth Management LLC | 36,452 | $1.26M | 0.38% | −7,804−17.6% | Reduced |
| Wright Investors Service Inc | 36,458 | $1.26M | 0.36% | −12,713−25.9% | Reduced |
| Pitcairn Co | 36,524 | $1.27M | 0.09% | −543−1.5% | Reduced |
| Sheets Smith Wealth Management | 36,560 | $1.27M | 0.18% | −668−1.8% | Reduced |
| Spirit of America Management Corp | 36,600 | $1.27M | 0.28% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.27M | 0.49% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 36,683 | $1.27M | 0.54% | −8,750−19.3% | Reduced |
| Linscomb & Williams, Inc. | 37,086 | $1.29M | 0.07% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 37,447 | $1.30M | 0.41% | −1,078−2.8% | Reduced |
| Cullen Investment Group, Ltd. | 37,771 | $1.31M | 0.23% | +37,771 | New |
| Leavell Investment Management, Inc. | 37,802 | $1.31M | 0.08% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 38,060 | $1.32M | 0.08% | −2,000−5.0% | Reduced |
| Weatherly Asset Management L. P. | 38,115 | $1.32M | 0.14% | −145−0.4% | Reduced |
| Federated Hermes, Inc. | 38,281 | $1.33M | 0.00% | −8,525−18.2% | Reduced |
| Acadian Asset Management LLC | 38,393 | $1.33M | 0.01% | −4,476−10.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 38,619 | $1.34M | 0.62% | −768−1.9% | Reduced |
| Traynor Capital Management, Inc. | 38,705 | $1.34M | 0.16% | +3,196+9.0% | Added |
| Sovereign Financial Group, Inc. | 38,743 | $1.34M | 0.41% | +706+1.9% | Added |
| Jacobi Capital Management LLC | 38,753 | $1.34M | 0.14% | −70.0% | Reduced |
| Kanawha Capital Management LLC | 38,802 | $1.35M | 0.12% | −885−2.2% | Reduced |
| Pinnacle Financial Partners Inc | 38,843 | $1.35M | 0.03% | +1,422+3.8% | Added |
| Vaughan David Investments LLC | 38,876 | $1.35M | 0.04% | +276+0.7% | Added |
| Nilsine Partners, LLC | 38,895 | $1.35M | 0.21% | −227−0.6% | Reduced |
| Congress Park Capital LLC | 38,955 | $1.35M | 0.66% | −5,060−11.5% | Reduced |
| Roundview Capital LLC | 39,015 | $1.35M | 0.12% | −747−1.9% | Reduced |
| D.B. Root & Company, LLC | 39,528 | $1.37M | 0.50% | +13,599+52.4% | Added |
| Graham Capital Management, L.P. | 39,561 | $1.37M | 0.04% | +39,561 | New |
| Sheaff Brock Investment Advisors, LLC | 40,004 | $1.39M | 0.12% | −1,330−3.2% | Reduced |
| Coldstream Capital Management Inc | 40,101 | $1.39M | 0.04% | +2,066+5.4% | Added |
| StoneX Group Inc. | 40,259 | $1.40M | 0.14% | +8,118+25.3% | Added |
| Meeder Advisory Services, Inc. | 40,289 | $1.40M | 0.16% | −684−1.7% | Reduced |
| First National Bank Sioux Falls | 40,500 | $1.40M | 0.72% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.40M | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 40,530 | $1.41M | 0.35% | −1,158−2.8% | Reduced |
| Decatur Capital Management, Inc. | 40,611 | $1.41M | 0.84% | +2,906+7.7% | Added |
| Equitable Holdings, Inc. | 40,750 | $1.41M | 0.02% | +7,023+20.8% | Added |
| Clifford Swan Investment Counsel LLC | 40,837 | $1.42M | 0.06% | 00.0% | Unchanged |
| Marco Investment Management LLC | 40,928 | $1.42M | 0.15% | +150+0.4% | Added |
| Bahl & Gaynor Inc | 41,011 | $1.42M | 0.01% | −1,063−2.5% | Reduced |
| Value Partners Investments Inc. | 40,994 | $1.42M | 0.11% | +3,041+8.0% | Added |
| Public Sector Pension Investment Board | 41,145 | $1.43M | 0.01% | −173,768−80.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 41,800 | $1.45M | 1.18% | +41,800 | New |
| Conway Capital Management, Inc. | 41,850 | $1.45M | 0.94% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 42,076 | $1.46M | 0.00% | +41,368+5,842.9% | Added |
| Cascade Investment Advisors, Inc. | 42,081 | $1.46M | 1.04% | −300−0.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 42,118 | $1.46M | 0.10% | −9,366−18.2% | Reduced |
| Greenland Capital Management LP | 42,124 | $1.46M | 0.22% | +10,624+33.7% | Added |
| WealthTrust Axiom LLC | 42,216 | $1.46M | 0.49% | −2,922−6.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 42,426 | $1.47M | 0.08% | +1,320+3.2% | Added |
| Fiduciary Group LLC | 42,429 | $1.47M | 0.17% | −440−1.0% | Reduced |
| Grandview Asset Management LLC | 42,611 | $1.48M | 0.78% | −2,167−4.8% | Reduced |
| Studio Investment Management LLC | 42,673 | $1.48M | 0.38% | −207−0.5% | Reduced |
| Citadel Investment Advisory, Inc. | 42,689 | $1.48M | 0.91% | 00.0% | Unchanged |
| Veriti Management LLC | 42,967 | $1.49M | 0.13% | +11,256+35.5% | Added |
| Erste Asset Management GmbH | 43,390 | $1.51M | 0.02% | −27,108−38.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,777 | $1.52M | 0.06% | +43,777 | New |
| WBH Advisory Inc | 43,843 | $1.52M | 0.17% | −1,807−4.0% | Reduced |
| Waters Parkerson & Co., LLC | 43,959 | $1.52M | 0.08% | −106−0.2% | Reduced |
| CWM Advisors, LLC | 44,256 | $1.53M | 0.17% | +749+1.7% | Added |
| IHT Wealth Management, LLC | 44,324 | $1.54M | 0.07% | +943+2.2% | Added |
| Fiduciary Trust Co | 44,501 | $1.54M | 0.03% | +60+0.1% | Added |
| Kinneret Advisory, LLC | 44,655 | $1.55M | 0.17% | +44,655 | New |
| Canandaigua National Bank & Trust Co | 45,122 | $1.56M | 0.24% | −1,706−3.6% | Reduced |
| Guardian Investment Management | 45,150 | $1.57M | 1.33% | −1,000−2.2% | Reduced |
| Concentric Capital Strategies, LP | 45,207 | $1.57M | 0.20% | +31,549+231.0% | Added |
| Smithfield Trust Co | 45,751 | $1.58M | 0.09% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 46,085 | $1.60M | 0.06% | +6,598+16.7% | Added |
| Silvercrest Asset Management Group LLC | 46,645 | $1.62M | 0.01% | +1,073+2.4% | Added |
| Investment Management Corp of Ontario | 46,809 | $1.62M | 0.04% | +46,809 | New |
| Nomura Holdings Inc | 46,927 | $1.63M | 0.01% | +46,927 | New |
| Carmel Capital Partners, LLC | 47,000 | $1.63M | 0.83% | −213−0.5% | Reduced |
| Sanchez Wealth Management Group | 47,101 | $1.63M | 0.60% | +38+0.1% | Added |
| Proequities, Inc. | 47,369 | $1.64M | 0.12% | +5,456+13.0% | Added |
| Bath Savings Trust Co | 47,714 | $1.65M | 0.19% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 47,770 | $1.66M | 1.26% | +47,770 | New |
| Fingerlakes Wealth Management, Inc. | 47,771 | $1.66M | 1.78% | −208−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 48,277 | $1.67M | 0.05% | −5,134−9.6% | Reduced |
| Resonant Capital Advisors, LLC | 48,541 | $1.68M | 0.16% | +23,504+93.9% | Added |