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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 8,133 | $282.0K | 0.02% | −275−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,211 | $284.6K | 0.01% | −295−3.5% | Reduced |
| Tyche Wealth Partners LLC | 8,210 | $284.6K | 0.07% | +8,210 | New |
| Oak Thistle LLC | 8,220 | $285.0K | 0.08% | +8,220 | New |
| CGC Financial Services, LLC | 8,245 | $285.8K | 0.13% | +27+0.3% | Added |
| LWM Advisory Services, LLC | 8,264 | $286.5K | 0.25% | +8,264 | New |
| CIC Wealth, LLC | 8,265 | $286.5K | 0.09% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 8,331 | $288.8K | 0.09% | −50−0.6% | Reduced |
| Verus Financial Partners, Inc. | 8,192 | $289.9K | 0.04% | −6,900−45.7% | Reduced |
| Modern Wealth Management, LLC | 8,367 | $290.1K | 0.04% | +8,367 | New |
| Cutter & CO Brokerage, Inc. | 8,396 | $291.1K | 0.08% | −3,709−30.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $291.2K | 0.18% | 00.0% | Unchanged |
| Norway Savings Bank | 8,400 | $291.2K | 0.13% | +900+12.0% | Added |
| Centaurus Financial, Inc. | 8,414 | $292.0K | 0.02% | −14,650−63.5% | Reduced |
| Custom Index Systems, LLC | 8,425 | $292.1K | 0.18% | +8,425 | New |
| Riverwater Partners LLC | 8,432 | $292.3K | 0.23% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 8,439 | $292.6K | 0.11% | 00.0% | Unchanged |
| Caldwell Trust Co | 8,467 | $293.6K | 0.04% | +49+0.6% | Added |
| Norris Perne & French LLP | 8,486 | $294.2K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 8,504 | $294.8K | 0.02% | −858−9.2% | Reduced |
| Live Oak Private Wealth LLC | 8,510 | $295.0K | 0.06% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,513 | $295.1K | 0.05% | −60−0.7% | Reduced |
| Bullseye Investment Management, LLC | 8,521 | $295.4K | 0.19% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 8,537 | $296.0K | 0.18% | +8,537 | New |
| Advisors Capital Management, LLC | 8,625 | $299.0K | 0.01% | −5−0.1% | Reduced |
| Invenio Wealth Partners LLC | 8,625 | $299.0K | 0.22% | −720−7.7% | Reduced |
| Davis Capital Management | 8,637 | $299.4K | 0.29% | +8,637 | New |
| FSM Wealth Advisors, LLC | 8,639 | $299.5K | 0.13% | +75+0.9% | Added |
| Aspiriant, LLC | 8,649 | $299.9K | 0.01% | −628−6.8% | Reduced |
| Colonial Trust Advisors | 8,680 | $300.9K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,681 | $301.0K | 0.06% | −159−1.8% | Reduced |
| OneAscent Wealth Management LLC | 8,694 | $301.0K | 0.12% | −371−4.1% | Reduced |
| Allred Capital Management, LLC | 8,700 | $301.6K | 0.13% | +7+0.1% | Added |
| Mather Group, LLC. | 8,742 | $303.1K | 0.00% | −114−1.3% | Reduced |
| Capital Advisors Inc | 8,749 | $303.3K | 0.01% | +8,749 | New |
| Mattern Wealth Management LLC | 8,784 | $304.5K | 0.08% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 8,785 | $304.6K | 0.13% | +8,733+16,794.2% | Added |
| Warren Street Wealth Advisors, LLC | 8,789 | $304.7K | 0.17% | +249+2.9% | Added |
| Drive Wealth Management, LLC | 8,790 | $304.8K | 0.10% | +166+1.9% | Added |
| Knollwood Investment Advisory, LLC | 8,807 | $305.3K | 0.06% | +8,807 | New |
| LexAurum Advisors, LLC | 8,813 | $305.6K | 0.08% | +5+0.1% | Added |
| Day & Ennis, LLC | 8,816 | $305.7K | 0.11% | −575−6.1% | Reduced |
| HHM Wealth Advisors, LLC | 8,826 | $306.0K | 0.05% | −1,200−12.0% | Reduced |
| Wealth Effects LLC | 8,877 | $307.8K | 0.12% | +231+2.7% | Added |
| Waldron Private Wealth LLC | 8,889 | $308.2K | 0.01% | −64−0.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,913 | $309.0K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 8,934 | $309.7K | 0.05% | −132−1.5% | Reduced |
| Valley National Advisers Inc | 8,979 | $310.0K | 0.05% | +99+1.1% | Added |
| IFG Advisors, LLC | 8,976 | $311.2K | 0.09% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 8,996 | $311.9K | 0.01% | 00.0% | Unchanged |
| Covenant Partners, LLC | 9,043 | $313.5K | 0.10% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 9,096 | $315.4K | 0.19% | +9,096 | New |
| Guidance Capital, Inc | 9,126 | $315.9K | 0.13% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9,144 | $316.0K | 0.01% | −2,090−18.6% | Reduced |
| Farmers National Bank | 9,127 | $316.4K | 0.10% | −1,317−12.6% | Reduced |
| Glassman Wealth Services | 9,209 | $319.3K | 0.05% | −23−0.2% | Reduced |
| Evermay Wealth Management LLC | 9,219 | $319.6K | 0.06% | +64+0.7% | Added |
| Hanson & Doremus Investment Management | 9,240 | $320.0K | 0.06% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 9,242 | $320.4K | 0.12% | −179−1.9% | Reduced |
| Lifeworks Advisors, LLC | 9,257 | $320.9K | 0.11% | −469−4.8% | Reduced |
| Balyasny Asset Management LLC | 9,260 | $321.0K | 0.00% | −4,446,410−99.8% | Reduced |
| Atomi Financial Group, Inc. | 9,265 | $321.2K | 0.04% | +9,265 | New |
| Ironwood Investment Counsel, LLC | 9,330 | $323.5K | 0.06% | +10.0% | Added |
| RB Capital Management, LLC | 9,344 | $324.0K | 0.09% | +10.0% | Added |
| Fortress Wealth Group, LLC | 9,342 | $324.1K | 0.19% | +1,178+14.4% | Added |
| Verdence Capital Advisors LLC | 9,347 | $324.1K | 0.03% | +112+1.2% | Added |
| Simon Quick Advisors, LLC | 9,383 | $325.3K | 0.03% | +53+0.6% | Added |
| Prestige Wealth Management Group LLC | 9,394 | $325.7K | 0.07% | +626+7.1% | Added |
| Cullinan Associates Inc | 9,400 | $325.9K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,436 | $327.1K | 0.08% | +9,436 | New |
| Sittner & Nelson, LLC | 9,465 | $328.2K | 0.18% | +310+3.4% | Added |
| Ascent Group, LLC | 8,910 | $328.5K | 0.03% | +8,910 | New |
| Forte Capital LLC | 9,480 | $328.7K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,340 | $329.4K | 0.02% | +2,545+37.5% | Added |
| Marshall Financial Group LLC | 9,568 | $331.7K | 0.11% | −46,423−82.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,575 | $332.0K | 0.11% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 9,548 | $332.0K | 0.01% | +9,548 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,626 | $333.8K | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 9,628 | $333.8K | 0.03% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 9,658 | $334.8K | 0.14% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,680 | $335.6K | 0.07% | +234+2.5% | Added |
| YHB Investment Advisors, Inc. | 9,689 | $335.9K | 0.03% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 9,750 | $338.0K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 9,751 | $338.1K | 0.25% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 9,890 | $340.1K | 0.13% | −408−4.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,819 | $340.4K | 0.03% | −20−0.2% | Reduced |
| Lebenthal Global Advisors, LLC | 9,869 | $342.2K | 0.08% | +889+9.9% | Added |
| Estabrook Capital Management | 9,875 | $342.4K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 9,884 | $342.7K | 0.03% | −20.0% | Reduced |
| Tiemann Investment Advisors, LLC | 9,885 | $342.7K | 0.17% | +150+1.5% | Added |
| West Branch Capital LLC | 9,890 | $342.9K | 0.16% | +30+0.3% | Added |
| Austin Private Wealth, LLC | 9,908 | $343.5K | 0.04% | −148−1.5% | Reduced |
| KPP Advisory Services LLC | 9,918 | $343.9K | 0.30% | −69−0.7% | Reduced |
| McClarren Financial Advisors, Inc. | 9,919 | $344.0K | 0.26% | +1,861+23.1% | Added |
| IMS Capital Management | 9,926 | $344.1K | 0.17% | +300+3.1% | Added |
| Strategic Blueprint, LLC | 9,928 | $344.2K | 0.03% | −260−2.6% | Reduced |
| WNY Asset Management, LLC | 9,933 | $344.4K | 0.06% | −580−5.5% | Reduced |
| Los Angeles Capital Management LLC | 9,989 | $346.3K | 0.00% | −712−6.7% | Reduced |
| Glen Eagle Advisors, LLC | 9,998 | $346.6K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 9,999 | $346.7K | 0.03% | +4,606+85.4% | Added |