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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 48,667 | $1.69M | 0.16% | −3,008−5.8% | Reduced |
| Colony Group, LLC | 48,902 | $1.70M | 0.02% | +48,902 | New |
| Lido Advisors, LLC | 48,991 | $1.70M | 0.02% | +5,031+11.4% | Added |
| LaSalle St. Investment Advisors, LLC | 49,518 | $1.72M | 1.15% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 49,909 | $1.73M | 1.13% | +167+0.3% | Added |
| Allworth Financial LP | 50,294 | $1.74M | 0.01% | +563+1.1% | Added |
| Kahn Brothers Group Inc | 50,320 | $1.75M | 0.27% | −108−0.2% | Reduced |
| Outfitter Financial LLC | 50,560 | $1.75M | 1.53% | −170−0.3% | Reduced |
| Hudson Canyon Capital Management | 50,601 | $1.75M | 1.28% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 50,733 | $1.76M | 0.20% | +1,020+2.1% | Added |
| Waratah Capital Advisors Ltd. | 50,788 | $1.76M | 0.10% | −30,885−37.8% | Reduced |
| Sumitomo Life Insurance Co | 51,637 | $1.79M | 0.06% | −2,682−4.9% | Reduced |
| EP Wealth Advisors, LLC | 51,657 | $1.79M | 0.02% | +123+0.2% | Added |
| Prio Wealth Limited Partnership | 51,718 | $1.79M | 0.06% | −802−1.5% | Reduced |
| Umb Bank N A | 51,787 | $1.80M | 0.03% | −408−0.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 51,925 | $1.80M | 0.21% | −894−1.7% | Reduced |
| Lincoln National Corp | 52,006 | $1.80M | 0.03% | −70−0.1% | Reduced |
| Venator Management LLC | 52,045 | $1.80M | 0.60% | −450−0.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 52,191 | $1.81M | 0.49% | +6,007+13.0% | Added |
| Garrett Investment Advisors LLC | 52,774 | $1.83M | 0.25% | +1,801+3.5% | Added |
| Coastline Trust Co | 52,921 | $1.83M | 0.24% | −1,160−2.1% | Reduced |
| Squarepoint Ops LLC | 53,547 | $1.86M | 0.01% | −915−1.7% | Reduced |
| Venture Visionary Partners LLC | 53,622 | $1.86M | 0.10% | −6,108−10.2% | Reduced |
| Pflug Koory, LLC | 53,887 | $1.87M | 0.99% | −58−0.1% | Reduced |
| Genesee Capital Advisors, LLC | 54,133 | $1.88M | 1.16% | +2,241+4.3% | Added |
| FJ Investments, LLC | 54,320 | $1.88M | 0.09% | +54,320 | New |
| Woodmont Investment Counsel LLC | 54,588 | $1.89M | 0.18% | −714−1.3% | Reduced |
| PGGM Investments | 54,638 | $1.89M | 0.03% | −18,045−24.8% | Reduced |
| Bradley Foster & Sargent Inc | 54,984 | $1.91M | 0.04% | −264−0.5% | Reduced |
| Ballentine Partners, LLC | 55,226 | $1.91M | 0.04% | +11,209+25.5% | Added |
| Raymond James Trust N.A. | 55,329 | $1.92M | 0.05% | +1,587+3.0% | Added |
| Associated Banc-Corp | 55,401 | $1.92M | 0.07% | +194+0.4% | Added |
| Farmers & Merchants Investments Inc | 55,535 | $1.93M | 0.07% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 55,729 | $1.93M | 1.10% | −1,111−2.0% | Reduced |
| Modera Wealth Management, LLC | 55,839 | $1.94M | 0.03% | −1,902−3.3% | Reduced |
| Barnett & Company, Inc. | 55,950 | $1.94M | 1.45% | 00.0% | Unchanged |
| TCW Group Inc | 56,049 | $1.95M | 0.02% | +56,049 | New |
| BLB&B Advisors, LLC | 56,280 | $1.95M | 0.12% | −14,136−20.1% | Reduced |
| Credit Agricole S A | 56,363 | $1.95M | 0.04% | +37,487+198.6% | Added |
| United Services Automobile Association | 56,382 | $1.95M | 0.04% | +3,669+7.0% | Added |
| City Holding Co | 56,736 | $1.97M | 0.32% | −643−1.1% | Reduced |
| Biechele Royce Advisors | 56,902 | $1.97M | 0.65% | 00.0% | Unchanged |
| GWM Advisors LLC | 56,707 | $1.97M | 0.02% | +13,230+30.4% | Added |
| CenterBook Partners LP | 57,063 | $1.98M | 0.24% | −10,598−15.7% | Reduced |
| MAI Capital Management | 57,300 | $1.99M | 0.03% | +7,047+14.0% | Added |
| Ferguson Wellman Capital Management, Inc | 57,482 | $1.99M | 0.04% | 00.0% | Unchanged |
| Eagle Strategies LLC | 57,608 | $2.00M | 0.43% | +28,715+99.4% | Added |
| Neville Rodie & Shaw Inc | 58,014 | $2.01M | 0.16% | 00.0% | Unchanged |
| Meridian Management Co | 54,654 | $2.02M | 0.57% | +260+0.5% | Added |
| Clearstead Advisors, LLC | 58,332 | $2.02M | 0.11% | −507−0.9% | Reduced |
| Churchill Management Corp | 59,198 | $2.05M | 0.03% | −6,169−9.4% | Reduced |
| Ziegler Capital Management, LLC | 59,200 | $2.05M | 0.09% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 59,463 | $2.06M | 0.01% | −788−1.3% | Reduced |
| Liontrust Investment Partners LLP | 60,191 | $2.09M | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 60,666 | $2.10M | 0.04% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 60,765 | $2.11M | 0.22% | −510−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 60,839 | $2.11M | 0.04% | +20,619+51.3% | Added |
| Geneos Wealth Management Inc. | 61,495 | $2.13M | 0.11% | −150−0.2% | Reduced |
| New England Asset Management Inc | 61,500 | $2.13M | 0.34% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 61,915 | $2.15M | 1.63% | +2,227+3.7% | Added |
| Shell Asset Management Co | 62,219 | $2.16M | 0.10% | −25,996−29.5% | Reduced |
| Factorial Partners, LLC | 62,500 | $2.17M | 1.37% | −37,800−37.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 62,549 | $2.17M | 0.06% | −777−1.2% | Reduced |
| Chapin Davis, Inc. | 62,783 | $2.18M | 0.92% | +220.0% | Added |
| Cedar Mountain Advisors, LLC | 63,318 | $2.20M | 0.59% | 00.0% | Unchanged |
| Telemus Capital, LLC | 63,543 | $2.20M | 0.18% | −838−1.3% | Reduced |
| Aspen Investment Management Inc | 63,887 | $2.21M | 1.24% | −140−0.2% | Reduced |
| Everence Capital Management Inc | 63,961 | $2.22M | 0.16% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 64,856 | $2.25M | 0.00% | +2,579+4.1% | Added |
| Proquility Private Wealth Partners, LLC | 65,070 | $2.26M | 0.86% | +10,047+18.3% | Added |
| Wulff, Hansen & Co. | 65,578 | $2.27M | 2.52% | −14,090−17.7% | Reduced |
| Petredis Investment Advisors LLC | 65,902 | $2.28M | 0.30% | −2,108−3.1% | Reduced |
| Community Bank, N.A. | 66,455 | $2.30M | 0.30% | 00.0% | Unchanged |
| Cetera Advisors LLC | 68,064 | $2.36M | 0.03% | +5,485+8.8% | Added |
| Icon Advisers Inc | 69,500 | $2.41M | 0.55% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 69,513 | $2.41M | 0.12% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 69,551 | $2.41M | 3.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 69,682 | $2.42M | 0.61% | −305−0.4% | Reduced |
| Family Legacy, Inc. | 69,710 | $2.42M | 0.92% | +180.0% | Added |
| Westpac Banking Corp | 69,758 | $2.42M | 0.20% | −2,122−3.0% | Reduced |
| Wetherby Asset Management Inc | 69,769 | $2.42M | 0.13% | −146−0.2% | Reduced |
| MTM Investment Management, LLC | 69,990 | $2.43M | 1.11% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 69,993 | $2.43M | 0.14% | −548−0.8% | Reduced |
| Knott David M Jr | 70,000 | $2.43M | 0.93% | 00.0% | Unchanged |
| Savant Capital, LLC | 70,024 | $2.43M | 0.03% | +714+1.0% | Added |
| Azzad Asset Management Inc | 70,051 | $2.43M | 0.31% | +1,844+2.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 70,401 | $2.44M | 0.17% | +1,026+1.5% | Added |
| Vinva Investment Management Ltd | 70,298 | $2.44M | 0.17% | +10,806+18.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 70,501 | $2.44M | 0.47% | +4,067+6.1% | Added |
| Buckingham Strategic Wealth, LLC | 70,601 | $2.45M | 0.03% | +17,315+32.5% | Added |
| Williams Jones Wealth Management, LLC. | 70,616 | $2.45M | 0.03% | +1,800+2.6% | Added |
| Park Avenue Securities LLC | 71,433 | $2.48M | 0.03% | +10,399+17.0% | Added |
| Walleye Trading LLC | 71,505 | $2.48M | 0.04% | +71,505 | New |
| Quantinno Capital Management LP | 71,728 | $2.49M | 0.09% | +14,703+25.8% | Added |
| Metis Global Partners, LLC | 71,840 | $2.49M | 0.10% | −8,889−11.0% | Reduced |
| HB Wealth Management, LLC | 71,852 | $2.49M | 0.04% | −3,989−5.3% | Reduced |
| Augustine Asset Management Inc | 72,117 | $2.50M | 1.11% | +3,382+4.9% | Added |
| Bartlett & Co. Wealth Management LLC | 72,036 | $2.50M | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 72,036 | $2.50M | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 72,472 | $2.51M | 0.41% | −485−0.7% | Reduced |