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 |
|---|---|---|---|---|---|
| Life Planning Partners, Inc | 780 | $27.0K | 0.03% | +780 | New |
| Coston, McIsaac & Partners | 820 | $28.0K | 0.01% | +1+0.1% | Added |
| Private Ocean, LLC | 812 | $28.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 821 | $28.5K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 825 | $28.6K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 884 | $31.0K | 0.01% | +884 | New |
| Bellevue Asset Management, LLC | 900 | $31.2K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 930 | $32.2K | 0.01% | +3+0.3% | Added |
| Itau Unibanco Holding S.A. | 955 | $33.1K | 0.00% | −1,109−53.7% | Reduced |
| Cornerstone Planning Group LLC | 985 | $34.1K | 0.01% | −3−0.3% | Reduced |
| Burkett Financial Services, LLC | 986 | $34.2K | 0.02% | +986 | New |
| Turtle Creek Wealth Advisors, LLC | 988 | $34.3K | 0.01% | +988 | New |
| Tortoise Investment Management, LLC | 1,005 | $34.8K | 0.00% | +1,005 | New |
| Avion Wealth | 1,002 | $35.0K | 0.01% | +820+450.5% | Added |
| GW&K Investment Management, LLC | 1,042 | $36.0K | 0.00% | +9+0.9% | Added |
| Barrett & Company, Inc. | 1,044 | $36.2K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,050 | $36.4K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,050 | $36.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,050 | $36.4K | 0.00% | +4+0.4% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,050 | $36.8K | 0.02% | +1,050 | New |
| JJJ Advisors Inc. | 1,072 | $37.2K | 0.01% | +5+0.5% | Added |
| Pacifica Partners Inc. | 1,125 | $37.5K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,086 | $37.7K | 0.02% | −805−42.6% | Reduced |
| Voisard Asset Management Group, Inc. | 1,116 | $38.7K | 0.02% | +1,116 | New |
| Clean Yield Group | 1,129 | $39.1K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,129 | $39.1K | 0.00% | +50+4.6% | Added |
| Venturi Wealth Management, LLC | 1,176 | $40.8K | 0.00% | +181+18.2% | Added |
| American National Bank | 1,185 | $41.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,200 | $41.6K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,233 | $42.7K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,234 | $42.8K | 0.00% | −2,864−69.9% | Reduced |
| Private Wealth Management Group, LLC | 1,240 | $43.0K | 0.02% | +1,240 | New |
| Godsey & Gibb Associates | 1,381 | $47.9K | 0.01% | −251−15.4% | Reduced |
| Center for Financial Planning, Inc. | 1,480 | $51.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,498 | $51.9K | 0.01% | +28+1.9% | Added |
| Centerpoint Advisors, LLC | 1,500 | $52.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $52.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,526 | $52.9K | 0.02% | +43+2.9% | Added |
| BKM Wealth Management, LLC | 1,591 | $55.2K | 0.02% | +1,591 | New |
| Princeton Global Asset Management LLC | 1,600 | $55.5K | 0.01% | −354−18.1% | Reduced |
| Fairman Group, LLC | 1,600 | $55.5K | 0.05% | +1,600 | New |
| Nemes Rush Group LLC | 1,608 | $55.8K | 0.01% | +3+0.2% | Added |
| Trust Co | 1,629 | $56.5K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,639 | $56.8K | 0.02% | +1,639 | New |
| Frazier Financial Advisors, LLC | 1,640 | $56.9K | 0.05% | +1,640 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,670 | $58.0K | 0.00% | −3,000−64.2% | Reduced |
| Baldwin Brothers Inc | 1,740 | $60.3K | 0.00% | −375−17.7% | Reduced |
| Acima Private Wealth, LLC | 1,800 | $62.4K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,839 | $63.8K | 0.04% | +9+0.5% | Added |
| Carolinas Wealth Consulting LLC | 12,847 | $64.2K | 0.01% | +567+4.6% | Added |
| Catalyst Capital Advisors LLC | 1,884 | $65.3K | 0.00% | +380+25.3% | Added |
| Planning Capital Management Corp | 1,886 | $65.4K | 0.05% | +1,886 | New |
| Riggs Asset Managment Co. Inc. | 1,935 | $67.1K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,940 | $67.3K | 0.01% | −54−2.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,950 | $67.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,963 | $68.1K | 0.03% | −1,093−35.8% | Reduced |
| AllSquare Wealth Management LLC | 1,987 | $68.9K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,031 | $70.4K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,039 | $70.7K | 0.03% | +4+0.2% | Added |
| Arcadia Investment Management Corp | 2,064 | $71.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $72.1K | 0.03% | +2,080 | New |
| Provenance Wealth Advisors, LLC | 2,096 | $72.7K | 0.01% | +273+15.0% | Added |
| Mondrian Investment Partners LTD | 2,097 | $72.7K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,098 | $72.7K | 0.04% | +7+0.3% | Added |
| Gleason Group, Inc. | 2,163 | $75.0K | 0.02% | +7+0.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,163 | $75.0K | 0.05% | −2,806−56.5% | Reduced |
| Covestor Ltd | 2,189 | $76.0K | 0.05% | +388+21.5% | Added |
| Silvant Capital Management LLC | 2,199 | $76.2K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,214 | $76.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,294 | $79.5K | 0.01% | −5,351−70.0% | Reduced |
| Key Financial Inc | 2,343 | $81.2K | 0.02% | −50−2.1% | Reduced |
| Baystate Wealth Management LLC | 2,420 | $83.9K | 0.01% | +157+6.9% | Added |
| Capital Advisors, Ltd. LLC | 2,427 | $84.0K | 0.01% | +66+2.8% | Added |
| CNB Bank | 2,532 | $87.8K | 0.05% | −123−4.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,541 | $88.1K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 2,597 | $90.0K | 0.02% | −890−25.5% | Reduced |
| Atlantic Trust, LLC | 2,695 | $93.4K | 0.03% | +9+0.3% | Added |
| Park Place Capital Corp | 2,754 | $95.5K | 0.04% | −310−10.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,760 | $95.7K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 2,807 | $97.3K | 0.03% | −1,501−34.8% | Reduced |
| MV Capital Management, Inc. | 2,846 | $98.7K | 0.01% | +189+7.1% | Added |
| Dunhill Financial, LLC | 2,871 | $99.5K | 0.09% | +2,871 | New |
| Richardson Financial Services Inc. | 2,893 | $100.3K | 0.09% | +2,893 | New |
| DiNuzzo Private Wealth, Inc. | 2,901 | $100.6K | 0.01% | +2,901 | New |
| NewSquare Capital LLC | 3,000 | $104.0K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,000 | $104.0K | 0.08% | +3,000 | New |
| Rockbridge Investment Management, LCC | 3,018 | $104.6K | 0.02% | +3,018 | New |
| MB, Levis & Associates, LLC | 3,027 | $105.0K | 0.06% | +7+0.2% | Added |
| Trifecta Capital Advisors, LLC | 3,117 | $108.1K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,193 | $110.7K | 0.00% | −4,529−58.7% | Reduced |
| McIlrath & Eck, LLC | 3,269 | $113.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,333 | $115.6K | 0.01% | −1,786−34.9% | Reduced |
| Lee Financial Co | 3,366 | $116.7K | 0.02% | −150−4.3% | Reduced |
| Financial Management Professionals, Inc. | 3,387 | $117.0K | 0.02% | −164−4.6% | Reduced |
| REAP Financial Group, LLC | 3,425 | $118.7K | 0.03% | +3,425 | New |
| Hexagon Capital Partners LLC | 3,562 | $123.5K | 0.03% | +182+5.4% | Added |
| Bruce G. Allen Investments, LLC | 3,573 | $123.9K | 0.11% | +3,573 | New |
| Front Street Capital Management, Inc. | 3,593 | $125.0K | 0.02% | +2+0.1% | Added |
| TD Capital Management LLC | 3,645 | $126.4K | 0.01% | +3,645 | New |
| State of Wyoming | 3,649 | $126.5K | 0.02% | −5,912−61.8% | Reduced |