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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 3,715 | $128.8K | 0.00% | −3,699−49.9% | Reduced |
| Union Savings Bank | 3,800 | $131.7K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,807 | $132.0K | 0.01% | +2,188+135.1% | Added |
| Core Alternative Capital | 3,913 | $135.6K | 0.02% | +671+20.7% | Added |
| China Universal Asset Management Co., Ltd. | 3,939 | $136.6K | 0.03% | −3,537−47.3% | Reduced |
| Tennessee Valley Asset Management Partners | 4,005 | $138.9K | 0.04% | +4,005 | New |
| Custom Portfolio Group LLC | 4,035 | $139.9K | 0.12% | +4,035 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,072 | $141.2K | 0.01% | +1,164+40.0% | Added |
| Chelsea Counsel Co | 4,100 | $142.1K | 0.08% | +4,100 | New |
| Perkins Coie Trust Co | 4,148 | $143.8K | 0.04% | −46−1.1% | Reduced |
| DT Investment Partners, LLC | 4,050 | $145.2K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4,734 | $145.6K | 0.09% | 00.0% | Unchanged |
| AJOVista, LLC | 4,287 | $148.6K | 0.19% | +4,287 | New |
| Ritter Daniher Financial Advisory LLC | 4,350 | $150.8K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,455 | $154.5K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $156.0K | 0.14% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,514 | $156.5K | 0.09% | +14+0.3% | Added |
| Point72 Europe (London) LLP | 4,707 | $163.2K | 0.02% | +4,707 | New |
| Salomon & Ludwin, LLC | 5,373 | $165.2K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 4,908 | $170.5K | 0.00% | +4,908 | New |
| Cassady Schiller Wealth Management, LLC | 4,927 | $170.8K | 0.09% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5,000 | $174.0K | 0.08% | −2,450−32.9% | Reduced |
| Strategic Investment Solutions, Inc. | 5,101 | $176.8K | 0.03% | −31,774−86.2% | Reduced |
| Truvestments Capital LLC | 5,267 | $182.6K | 0.08% | +17+0.3% | Added |
| Paladin Advisory Group, LLC | 5,387 | $186.8K | 0.15% | −208−3.7% | Reduced |
| Larson Financial Group LLC | 5,443 | $188.7K | 0.02% | −391−6.7% | Reduced |
| Quent Capital, LLC | 5,581 | $193.5K | 0.03% | −301−5.1% | Reduced |
| Tradition Wealth Management, LLC | 5,756 | $200.0K | 0.02% | −113−1.9% | Reduced |
| JB Capital LLC | 5,769 | $200.0K | 0.01% | +5,769 | New |
| Chesley Taft & Associates LLC | 5,800 | $201.1K | 0.01% | −1,500−20.5% | Reduced |
| Alta Advisers Ltd | 5,800 | $201.1K | 0.11% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,837 | $202.4K | 0.01% | −4,036−40.9% | Reduced |
| Wade G W & Inc | 5,862 | $203.0K | 0.01% | +5,862 | New |
| Financial Advisory Service, Inc. | 5,858 | $203.1K | 0.02% | +5,858 | New |
| Willow Creek Wealth Management Inc. | 5,858 | $203.1K | 0.03% | +5,858 | New |
| Brendel Financial Advisors LLC | 5,922 | $205.0K | 0.13% | +5,922 | New |
| TCG Advisory Services, LLC | 5,934 | $205.7K | 0.01% | +5,934 | New |
| Great Diamond Partners, LLC | 5,941 | $206.0K | 0.05% | +5,941 | New |
| Keel Point, LLC | 5,951 | $206.3K | 0.02% | +5,951 | New |
| First Personal Financial Services | 5,955 | $206.5K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Group | 5,982 | $207.4K | 0.04% | +5,982 | New |
| JT Stratford LLC | 5,986 | $207.5K | 0.05% | +5,986 | New |
| Eqis Capital Management, Inc. | 6,000 | $208.0K | 0.02% | −896−13.0% | Reduced |
| Montgomery Investment Management Inc | 6,000 | $208.0K | 0.06% | +6,000 | New |
| Heartwood Wealth Advisors LLC | 6,005 | $208.2K | 0.03% | +6,005 | New |
| TFG Advisers LLC | 6,006 | $208.2K | 0.09% | −955−13.7% | Reduced |
| Crestwood Advisors Group LLC | 6,008 | $208.3K | 0.00% | −1,119−15.7% | Reduced |
| Patron Partners Advisors, LLC | 6,011 | $208.4K | 0.14% | +6,011 | New |
| Fortis Group Advisors, LLC | 6,030 | $209.1K | 0.05% | +3,015+100.0% | Added |
| Lloyd Advisory Services, LLC. | 6,071 | $210.5K | 0.10% | +6,071 | New |
| Crawford Investment Counsel Inc | 6,075 | $210.6K | 0.00% | +6,075 | New |
| TCWP LLC | 6,076 | $210.7K | 0.60% | +6,076 | New |
| Voya Financial Advisors, Inc. | 6,067 | $210.8K | 0.03% | +6,067 | New |
| Emerald Advisors, LLC | 6,081 | $210.8K | 0.04% | +6,081 | New |
| CVA Family Office, LLC | 6,092 | $211.2K | 0.04% | +6,092 | New |
| BSW Wealth Partners | 6,103 | $211.6K | 0.04% | +6,103 | New |
| Lakeridge Wealth Management LLC | 6,130 | $212.5K | 0.15% | +6,130 | New |
| Schneider Downs Wealth Management Advisors, LP | 6,135 | $212.7K | 0.06% | +6,135 | New |
| Continental Investors Services, Inc. | 6,163 | $213.7K | 0.56% | +6,163 | New |
| Principal Street Partners, LLC | 6,172 | $214.0K | 0.05% | +6,172 | New |
| Delta Financial Group, Inc. | 6,173 | $214.0K | 0.07% | +6,173 | New |
| Burke & Herbert Bank & Trust Co | 6,196 | $214.8K | 0.15% | +6,196 | New |
| Nelson Capital Management, LLC | 6,200 | $215.0K | 0.05% | +6,200 | New |
| Atlas Capital Advisors LLC | 6,207 | $215.2K | 0.03% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 6,237 | $216.2K | 0.65% | +6,237 | New |
| Front Row Advisors LLC | 6,240 | $216.3K | 0.10% | −1,180−15.9% | Reduced |
| Charter Research & Investment Group, Inc. | 6,264 | $217.2K | 0.18% | +6,264 | New |
| ZWJ Investment Counsel Inc | 6,265 | $217.2K | 0.01% | −584−8.5% | Reduced |
| Summit Asset Management, LLC | 6,286 | $217.9K | 0.05% | +6,286 | New |
| McElhenny Sheffield Capital Management, LLC | 6,295 | $218.2K | 0.09% | +6,295 | New |
| Seven Eight Capital, LP | 6,308 | $218.7K | 0.03% | −37,522−85.6% | Reduced |
| Pathway Financial Advisors LLC | 6,312 | $218.8K | 0.06% | +6,312 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,134 | $219.0K | 0.00% | −235−3.7% | Reduced |
| Beaton Management Co. Inc. | 6,315 | $219.0K | 0.13% | −240−3.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 6,320 | $219.1K | 0.19% | −750−10.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $219.3K | 0.02% | +6,325 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,353 | $220.3K | 0.02% | −10,642−62.6% | Reduced |
| Widmann Financial Services, Inc. | 6,355 | $220.3K | 0.20% | +6,355 | New |
| Bill Few Associates, Inc. | 6,363 | $220.6K | 0.10% | +6,363 | New |
| Zions Bancorporation, N.A. | 6,374 | $221.0K | 0.02% | −1,540−19.5% | Reduced |
| Romano Brothers and Company | 6,411 | $222.3K | 0.03% | +6,411 | New |
| Rothschild Investment LLC | 6,416 | $222.4K | 0.02% | +6,416 | New |
| Old Second National Bank of Aurora | 6,450 | $223.6K | 0.06% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 6,458 | $223.9K | 0.03% | +6,458 | New |
| GPS Wealth Strategies Group, LLC | 6,484 | $224.8K | 0.04% | −300−4.4% | Reduced |
| Westover Capital Advisors, LLC | 6,510 | $225.7K | 0.07% | −1,604−19.8% | Reduced |
| Moneywise, Inc. | 6,518 | $226.0K | 0.13% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 6,533 | $226.5K | 0.05% | +6,533 | New |
| Resolute Wealth Strategies, LLC | 6,535 | $226.6K | 0.15% | −89−1.3% | Reduced |
| Oracle Alpha Inc. | 6,553 | $227.2K | 0.29% | +6,553 | New |
| Guardian Wealth Advisors, LLC | 6,560 | $227.4K | 0.03% | −1,070−14.0% | Reduced |
| LongView Wealth Management | 6,584 | $227.9K | 0.10% | +6,584 | New |
| Berger Financial Group, Inc | 6,577 | $228.0K | 0.02% | −468−6.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,593 | $228.6K | 0.06% | +6,593 | New |
| Baldwin Investment Management, LLC | 6,597 | $228.7K | 0.04% | +90+1.4% | Added |
| Atlas Brown,Inc. | 6,619 | $229.5K | 0.10% | +30.0% | Added |
| ICA Group Wealth Management, LLC | 6,626 | $229.7K | 0.05% | −195−2.9% | Reduced |
| Alpine Global Management, LLC | 6,627 | $229.8K | 0.06% | +6,627 | New |
| Red Wave Investments LLC | 6,643 | $230.3K | 0.09% | −40−0.6% | Reduced |
| Allegheny Financial Group LTD | 6,667 | $231.1K | 0.07% | +6,667 | New |