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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 6,675 | $231.4K | 0.03% | −700−9.5% | Reduced |
| J. W. Coons Advisors, LLC | 6,690 | $231.9K | 0.06% | −60−0.9% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $232.3K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,705 | $232.5K | 0.01% | −1,046−13.5% | Reduced |
| Aviance Capital Partners, LLC | 6,735 | $233.5K | 0.05% | −299−4.3% | Reduced |
| NBC Securities, Inc. | 6,760 | $234.0K | 0.02% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 6,750 | $234.0K | 0.15% | −181−2.6% | Reduced |
| International Assets Investment Management, LLC | 6,787 | $235.3K | 0.03% | −254−3.6% | Reduced |
| Bridgeworth, LLC | 6,826 | $236.7K | 0.02% | −22−0.3% | Reduced |
| Childress Capital Advisors, LLC | 6,843 | $237.2K | 0.07% | +6,843 | New |
| Mirova | 6,853 | $237.6K | 0.05% | −420−5.8% | Reduced |
| Avestar Capital, LLC | 6,858 | $237.8K | 0.03% | +6,858 | New |
| Summit X, LLC | 6,887 | $238.8K | 0.07% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,888 | $238.8K | 0.00% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 6,902 | $239.3K | 0.14% | +6,902 | New |
| Harbour Investments, Inc. | 6,903 | $239.3K | 0.01% | +722+11.7% | Added |
| Defender Capital, LLC. | 6,910 | $239.6K | 0.08% | −28−0.4% | Reduced |
| White Pine Capital LLC | 6,950 | $241.0K | 0.09% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6,959 | $241.3K | 0.01% | +21+0.3% | Added |
| StrategIQ Financial Group, LLC | 6,994 | $242.5K | 0.03% | +20.0% | Added |
| Barr E S & Co | 7,000 | $242.7K | 0.02% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,020 | $243.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,035 | $243.9K | 0.08% | −954−11.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,052 | $244.0K | 0.16% | 00.0% | Unchanged |
| Kendall Capital Management | 7,044 | $244.2K | 0.09% | 00.0% | Unchanged |
| Patten & Patten Inc | 7,060 | $244.8K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 7,100 | $246.2K | 0.02% | +66+0.9% | Added |
| Douglas Lane & Associates, LLC | 7,103 | $246.3K | 0.00% | −200−2.7% | Reduced |
| Advisor OS, LLC | 7,124 | $247.0K | 0.03% | −2,437−25.5% | Reduced |
| Braun-Bostich & Associates Inc. | 7,127 | $247.1K | 0.22% | +7,127 | New |
| Creative Financial Designs Inc | 7,150 | $247.9K | 0.03% | +248+3.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 7,183 | $249.0K | 0.13% | +20.0% | Added |
| Fairhaven Wealth Management, LLC | 7,194 | $249.4K | 0.09% | +10+0.1% | Added |
| Papp L Roy & Associates | 7,200 | $249.6K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $249.6K | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $249.6K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7,200 | $249.6K | 0.03% | +7,200 | New |
| SNS Financial Group, LLC | 7,207 | $249.9K | 0.03% | +52+0.7% | Added |
| Lannebo Fonder AB | 7,200 | $250.0K | 0.03% | +7,200 | New |
| Smith Anglin Financial, LLC | 7,227 | $250.6K | 0.03% | +21+0.3% | Added |
| Northstar Advisory Group, LLC | 7,234 | $250.8K | 0.15% | +7,234 | New |
| NFP Retirement, Inc. | 7,235 | $250.8K | 0.04% | +7,235 | New |
| Empower Advisory Group, LLC | 7,239 | $251.0K | 0.00% | −5,353−42.5% | Reduced |
| Broadwater Capital Management LLC | 7,245 | $251.2K | 0.20% | +7,245 | New |
| West Wealth Group, LLC | 7,321 | $253.8K | 0.10% | +23+0.3% | Added |
| Ridgewood Investments LLC | 7,322 | $253.8K | 0.15% | −52−0.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,325 | $254.0K | 0.02% | −1,606−18.0% | Reduced |
| Klingman & Associates, LLC | 7,329 | $254.1K | 0.02% | −81−1.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,353 | $254.9K | 0.03% | +7,353 | New |
| Carderock Capital Management Inc | 7,400 | $256.6K | 0.07% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,409 | $256.9K | 0.05% | +242+3.4% | Added |
| KCM Investment Advisors LLC | 7,412 | $257.0K | 0.01% | −1,016−12.1% | Reduced |
| Smith, Moore & Co. | 7,416 | $257.1K | 0.03% | +12+0.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 7,421 | $257.3K | 0.10% | +7,421 | New |
| Truepoint, Inc. | 7,441 | $258.0K | 0.01% | −3,808−33.9% | Reduced |
| Thomasville National Bank | 7,443 | $258.0K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 7,446 | $258.2K | 0.04% | +414+5.9% | Added |
| TrinityPoint Wealth, LLC | 7,470 | $259.0K | 0.05% | +10.0% | Added |
| Meridian Wealth Advisors, LLC | 7,500 | $260.0K | 0.06% | −200−2.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,500 | $260.0K | 0.24% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,501 | $260.1K | 0.01% | −26,828−78.1% | Reduced |
| Obsidian Personal Planning Solutions LLC | 7,503 | $260.1K | 0.20% | +7,503 | New |
| Cozad Asset Management Inc | 7,509 | $260.3K | 0.03% | −150−2.0% | Reduced |
| IVC Wealth Advisors LLC | 7,519 | $260.7K | 0.16% | −1,500−16.6% | Reduced |
| My Legacy Advisors, LLC | 7,568 | $261.6K | 0.09% | +7,568 | New |
| CoreFirst Bank & Trust | 7,549 | $261.7K | 0.17% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,554 | $261.9K | 0.09% | −450−5.6% | Reduced |
| Legacy Financial Group, Inc. | 7,565 | $262.3K | 0.11% | +30+0.4% | Added |
| Auxier Asset Management | 7,566 | $262.3K | 0.04% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 7,569 | $262.4K | 0.14% | +75+1.0% | Added |
| Capstone Financial Advisors, Inc. | 7,593 | $263.3K | 0.02% | −346−4.4% | Reduced |
| Capital Square, LLC | 7,600 | $263.5K | 0.30% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 7,613 | $263.9K | 0.07% | −262−3.3% | Reduced |
| Grimes & Company, Inc. | 7,620 | $264.2K | 0.01% | +7,620 | New |
| SageView Advisory Group, LLC | 7,374 | $264.4K | 0.01% | +858+13.2% | Added |
| Signet Financial Management, LLC | 7,638 | $264.8K | 0.04% | −1,507−16.5% | Reduced |
| Compass Financial Group, INC | 7,646 | $265.1K | 0.07% | +10.0% | Added |
| Willner & Heller, LLC | 7,658 | $265.5K | 0.30% | +7,658 | New |
| Southland Equity Partners LLC | 7,683 | $266.4K | 0.08% | −48−0.6% | Reduced |
| Heritage Trust Co | 7,697 | $266.9K | 0.04% | +395+5.4% | Added |
| Selective Wealth Management, Inc. | 7,710 | $267.7K | 0.13% | −657−7.9% | Reduced |
| Broderick Brian C | 7,800 | $270.4K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,812 | $270.8K | 0.02% | +244+3.2% | Added |
| Pine Valley Investments Ltd Liability Co | 7,843 | $271.9K | 0.02% | −651−7.7% | Reduced |
| New Capital Management LP | 7,884 | $273.3K | 0.09% | 00.0% | Unchanged |
| Exchange Bank | 7,933 | $275.0K | 0.24% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $275.1K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7,942 | $275.3K | 0.02% | −2,238−22.0% | Reduced |
| Norden Group LLC | 7,947 | $275.5K | 0.05% | +7,947 | New |
| Crescent Grove Advisors, LLC | 7,951 | $275.7K | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,951 | $275.7K | 0.13% | 00.0% | Unchanged |
| Holistic Financial Partners | 7,953 | $275.7K | 0.17% | +257+3.3% | Added |
| Berkshire Asset Management LLC | 7,974 | $276.5K | 0.02% | −10,211−56.2% | Reduced |
| Tilt Investment Management Holdings, PBC | 7,994 | $277.2K | 0.30% | −3,056−27.7% | Reduced |
| Main Street Group, LTD | 8,015 | $277.9K | 0.10% | +8,015 | New |
| Geller Advisors LLC | 8,027 | $278.3K | 0.03% | +40.0% | Added |
| Brown, Lisle/Cummings, Inc. | 8,034 | $278.5K | 0.10% | +5,071+171.1% | Added |
| Charles Schwab Trust Co | 8,039 | $278.7K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 8,071 | $279.8K | 0.08% | −71−0.9% | Reduced |
| Sage Mountain Advisors LLC | 8,081 | $280.2K | 0.03% | +490+6.5% | Added |