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 |
|---|---|---|---|---|---|
| Alhambra Investment Partners LLC | 73,228 | $2.54M | 1.51% | −180−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 73,245 | $2.54M | 0.24% | +29,701+68.2% | Added |
| Tower Bridge Advisors | 73,274 | $2.54M | 0.22% | 00.0% | Unchanged |
| Empirical Finance, LLC | 74,233 | $2.57M | 0.18% | −56−0.1% | Reduced |
| South Dakota Investment Council | 74,269 | $2.58M | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 74,367 | $2.58M | 0.02% | −447−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 74,529 | $2.58M | 0.04% | +19,432+35.3% | Added |
| Bokf, NA | 75,113 | $2.60M | 0.05% | +12,345+19.7% | Added |
| First National Advisers, LLC | 76,747 | $2.66M | 0.77% | +29,946+64.0% | Added |
| Zimmer Partners, LP | 77,100 | $2.67M | 0.10% | +12,500+19.3% | Added |
| Steward Partners Investment Advisory, LLC | 78,416 | $2.72M | 0.04% | −7,641−8.9% | Reduced |
| Change Path, LLC | 78,436 | $2.72M | 0.17% | +3,521+4.7% | Added |
| M&R Capital Management Inc | 78,534 | $2.72M | 0.68% | −1,493−1.9% | Reduced |
| Bessemer Group Inc | 78,594 | $2.73M | 0.01% | +2,205+2.9% | Added |
| Charter Trust Co | 78,818 | $2.73M | 0.20% | −60−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 79,353 | $2.75M | 0.10% | +649+0.8% | Added |
| Wellington Management Group LLP | 80,291 | $2.78M | 0.00% | −3,509−4.2% | Reduced |
| Metropolitan Life Insurance Co | 80,437 | $2.79M | 0.13% | −2,574−3.1% | Reduced |
| Stock Yards Bank & Trust Co | 80,658 | $2.80M | 0.10% | −10,964−12.0% | Reduced |
| Greenup Street Wealth Management LLC | 81,178 | $2.81M | 0.78% | +81,178 | New |
| Advisory Services Network, LLC | 81,471 | $2.82M | 0.07% | −10,093−11.0% | Reduced |
| First United Bank Trust | 81,780 | $2.84M | 1.13% | −8,975−9.9% | Reduced |
| HighPoint Advisor Group LLC | 77,147 | $2.84M | 0.20% | +77,147 | New |
| First PREMIER Bank | 82,717 | $2.87M | 0.80% | −1,000−1.2% | Reduced |
| Optiver Holding B.V. | 82,750 | $2.87M | 0.09% | +82,750 | New |
| Pearl River Capital, LLC | 83,347 | $2.89M | 0.46% | +83,347 | New |
| Greenleaf Trust | 83,917 | $2.91M | 0.03% | +11,103+15.2% | Added |
| Moors & Cabot, Inc. | 84,014 | $2.91M | 0.18% | −4,503−5.1% | Reduced |
| FourThought Financial Partners, LLC | 84,120 | $2.92M | 0.37% | +53+0.1% | Added |
| HRT Financial LP | 84,453 | $2.93M | 0.02% | −313,400−78.8% | Reduced |
| Costello Asset Management, INC | 84,444 | $2.93M | 2.43% | +19,700+30.4% | Added |
| Ossiam | 85,533 | $2.97M | 0.05% | −33,970−28.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 86,197 | $2.99M | 0.00% | +54,407+171.1% | Added |
| Stephens Inc | 86,391 | $3.00M | 0.05% | +156+0.2% | Added |
| Atria Wealth Solutions, Inc. | 87,117 | $3.02M | 0.04% | +1,341+1.6% | Added |
| Argent Trust Co | 87,306 | $3.03M | 0.15% | −369−0.4% | Reduced |
| Naples Global Advisors, LLC | 88,235 | $3.06M | 0.34% | +1,270+1.5% | Added |
| Penobscot Investment Management Company, Inc. | 88,480 | $3.07M | 0.36% | 00.0% | Unchanged |
| Norinchukin Bank, The | 88,490 | $3.07M | 0.07% | −16,250−15.5% | Reduced |
| Richard Bernstein Advisors LLC | 88,667 | $3.07M | 0.07% | +73+0.1% | Added |
| Kestra Private Wealth Services, LLC | 89,665 | $3.11M | 0.08% | −12,733−12.4% | Reduced |
| Sawtooth Solutions, LLC | 90,050 | $3.12M | 0.09% | +21,384+31.1% | Added |
| Bleakley Financial Group, LLC | 90,269 | $3.13M | 0.10% | +21,603+31.5% | Added |
| Anchor Investment Management, LLC | 90,379 | $3.13M | 0.36% | −1,200−1.3% | Reduced |
| CX Institutional | 90,579 | $3.14M | 0.17% | −29,394−24.5% | Reduced |
| Journey Advisory Group, LLC | 90,629 | $3.14M | 0.43% | −814−0.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 91,263 | $3.15M | 0.70% | −310−0.3% | Reduced |
| Ritholtz Wealth Management | 91,049 | $3.16M | 0.12% | +2,405+2.7% | Added |
| Advisors Preferred, LLC | 92,055 | $3.19M | 0.53% | +72,710+375.9% | Added |
| NEOS Investment Management LLC | 93,061 | $3.23M | 0.31% | +1,512+1.7% | Added |
| Ieq Capital, LLC | 93,320 | $3.24M | 0.05% | +6,543+7.5% | Added |
| Gluskin Sheff & Assoc Inc | 93,494 | $3.24M | 0.32% | −19,892−17.5% | Reduced |
| CWM, LLC | 94,811 | $3.29M | 0.02% | −254,079−72.8% | Reduced |
| BKD Wealth Advisors, LLC | 94,960 | $3.29M | 0.09% | −5,019−5.0% | Reduced |
| Van Hulzen Asset Management, LLC | 95,250 | $3.30M | 0.23% | +2,250+2.4% | Added |
| Independent Advisor Alliance | 95,867 | $3.32M | 0.12% | −39,463−29.2% | Reduced |
| Hancock Whitney Corp | 95,956 | $3.33M | 0.12% | −587−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 96,492 | $3.35M | 0.28% | +3,282+3.5% | Added |
| Gotham Asset Management, LLC | 96,601 | $3.35M | 0.06% | −104,018−51.8% | Reduced |
| Eaton Financial Holdings Company, LLC | 96,732 | $3.35M | 0.81% | +96,732 | New |
| CFO4Life Group, LLC | 97,965 | $3.40M | 0.65% | +52+0.1% | Added |
| Siemens Fonds Invest GmbH | 98,827 | $3.43M | 0.28% | +5,639+6.1% | Added |
| Avantax Advisory Services, Inc. | 100,068 | $3.47M | 0.03% | +23,085+30.0% | Added |
| Baxter Bros Inc | 100,267 | $3.48M | 0.48% | +1,036+1.0% | Added |
| Capital International Sarl | 100,859 | $3.50M | 0.13% | −2,374−2.3% | Reduced |
| Agf Management Ltd | 101,013 | $3.50M | 0.02% | +74,513+281.2% | Added |
| Achmea Investment Management B.V. | 101,953 | $3.54M | 0.07% | −34,427−25.2% | Reduced |
| Baker Chad R | 102,000 | $3.54M | 0.80% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 102,500 | $3.55M | 0.14% | −39,300−27.7% | Reduced |
| Miracle Mile Advisors, LLC | 103,260 | $3.58M | 0.10% | −92−0.1% | Reduced |
| Alps Advisors Inc | 103,436 | $3.59M | 0.03% | −140−0.1% | Reduced |
| Johnson Investment Counsel Inc | 103,504 | $3.59M | 0.04% | +40.0% | Added |
| Glassy Mountain Advisors, Inc. | 104,127 | $3.61M | 1.49% | +3,454+3.4% | Added |
| Legacy CG, LLC | 104,637 | $3.63M | 1.38% | +439+0.4% | Added |
| Ethic Inc. | 105,419 | $3.65M | 0.11% | +10,672+11.3% | Added |
| New Mexico Educational Retirement Board | 105,818 | $3.67M | 0.14% | 00.0% | Unchanged |
| London Co of Virginia | 105,934 | $3.67M | 0.02% | 00.0% | Unchanged |
| Gries Financial LLC | 105,983 | $3.67M | 0.81% | +223+0.2% | Added |
| D. E. Shaw & Co., Inc. | 106,289 | $3.69M | 0.01% | +99,459+1,456.2% | Added |
| Cetera Investment Advisers | 106,397 | $3.69M | 0.03% | +5,759+5.7% | Added |
| Groupama Asset Managment | 106,540 | $3.69M | 0.10% | +106,540 | New |
| Butensky & Cohen Financial Security, Inc | 107,274 | $3.72M | 1.24% | +1,950+1.9% | Added |
| Whittier Trust Co | 108,405 | $3.76M | 0.06% | +71+0.1% | Added |
| TownSquare Capital, LLC | 109,683 | $3.80M | 0.07% | +4,839+4.6% | Added |
| Hudson Bay Capital Management LP | 110,000 | $3.81M | 0.03% | −170,000−60.7% | Reduced |
| Sage Capital Advisors,llc | 111,642 | $3.87M | 1.25% | +577+0.5% | Added |
| Duff & Phelps Investment Management Co | 112,000 | $3.88M | 0.05% | 00.0% | Unchanged |
| Point72 Middle East FZE | 112,472 | $3.90M | 0.27% | +112,472 | New |
| Envestnet Portfolio Solutions, Inc. | 112,777 | $3.91M | 0.02% | −2,334−2.0% | Reduced |
| Vestcor Inc | 112,764 | $3.91M | 0.13% | −454−0.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 113,873 | $3.95M | 2.38% | +2,208+2.0% | Added |
| Berkeley, Inc | 113,883 | $3.95M | 2.48% | +12,910+12.8% | Added |
| Putnam Investments LLC | 114,028 | $3.95M | 0.01% | −527,962−82.2% | Reduced |
| Rowland & Co Investment Counsel | 114,207 | $3.96M | 0.91% | −180−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 114,401 | $3.97M | 0.37% | +12,690+12.5% | Added |
| Jennison Associates LLC | 114,675 | $3.98M | 0.00% | +13,159+13.0% | Added |
| Fca Corp | 115,572 | $4.01M | 1.38% | +339+0.3% | Added |
| Cottage Street Advisors LLC | 115,652 | $4.02M | 2.72% | −1,297−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 116,987 | $4.06M | 0.05% | +84,352+258.5% | Added |
| New England Research & Management, Inc. | 117,047 | $4.06M | 2.15% | +9,428+8.8% | Added |