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 |
|---|---|---|---|---|---|
| Quintet Private Bank (Europe) S.A. | 10,000 | $346.7K | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 9,975 | $347.0K | 0.00% | +9,975 | New |
| MRP Capital Investments, LLC | 10,100 | $350.2K | 0.38% | −31,800−75.9% | Reduced |
| Shufro Rose & Co LLC | 11,400 | $350.6K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 10,146 | $351.8K | 0.00% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,146 | $351.8K | 0.19% | 00.0% | Unchanged |
| Central Trust Co | 10,153 | $352.0K | 0.01% | −156−1.5% | Reduced |
| 1858 Wealth Management, LLC | 10,260 | $355.7K | 0.34% | +10,260 | New |
| NFJ Investment Group, LLC | 10,286 | $356.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 10,290 | $356.7K | 0.07% | −291−2.8% | Reduced |
| Desjardins Global Asset Management Inc. | 10,312 | $357.5K | 0.04% | +140+1.4% | Added |
| Paragon Wealth Strategies, LLC | 10,344 | $358.6K | 0.10% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 10,352 | $358.9K | 0.17% | +10,352 | New |
| DRW Securities, LLC | 10,367 | $359.4K | 0.01% | −537−4.9% | Reduced |
| Park Edge Advisors, LLC | 10,368 | $359.5K | 0.12% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 10,392 | $360.3K | 0.04% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 10,402 | $360.6K | 0.05% | +10,402 | New |
| Chronos Wealth Management, LLC | 10,445 | $362.1K | 0.23% | −3,200−23.5% | Reduced |
| Sound Income Strategies, LLC | 10,495 | $363.9K | 0.03% | −220−2.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,505 | $364.2K | 0.18% | −410−3.8% | Reduced |
| Goelzer Investment Management, Inc. | 10,523 | $364.8K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,611 | $364.9K | 0.02% | +1,076+11.3% | Added |
| Sentry Investment Management LLC | 10,518 | $365.0K | 0.16% | −1,130−9.7% | Reduced |
| Qsemble Capital Management, LP | 10,547 | $365.7K | 0.09% | +10,547 | New |
| PDS Planning, Inc | 10,556 | $366.0K | 0.04% | +2,235+26.9% | Added |
| AIA Group Ltd | 10,573 | $366.6K | 0.02% | +3,336+46.1% | Added |
| Logan Capital Management Inc | 10,592 | $367.2K | 0.02% | −6,258−37.1% | Reduced |
| Epoch Investment Partners, Inc. | 10,610 | $367.8K | 0.00% | −858−7.5% | Reduced |
| Kozak & Associates, Inc. | 10,590 | $367.9K | 0.12% | +34+0.3% | Added |
| Clear Creek Financial Management, LLC | 10,659 | $369.5K | 0.06% | +3,013+39.4% | Added |
| Connors Investor Services Inc | 10,685 | $370.0K | 0.04% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,668 | $370.0K | 0.02% | +10,668 | New |
| Teza Capital Management LLC | 10,682 | $370.3K | 0.06% | +10,682 | New |
| Kinloch Capital, LLC | 10,692 | $370.7K | 0.24% | 00.0% | Unchanged |
| Gradient Investments LLC | 10,707 | $371.2K | 0.01% | −13−0.1% | Reduced |
| Lake Street Financial LLC | 10,754 | $372.8K | 0.06% | +76+0.7% | Added |
| River & Mercantile Asset Management LLP | 10,754 | $372.9K | 0.07% | +10,754 | New |
| Angeles Wealth Management, LLC | 10,797 | $374.3K | 0.05% | −117−1.1% | Reduced |
| CM Wealth Advisors LLC | 10,800 | $374.4K | 0.16% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,815 | $374.9K | 0.13% | +10,815 | New |
| Financial Strategies Group, Inc. | 10,952 | $376.6K | 0.11% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10,902 | $378.0K | 0.17% | +2,952+37.1% | Added |
| Beech Hill Advisors, Inc. | 10,933 | $379.0K | 0.18% | 00.0% | Unchanged |
| Symmetry Investments LP | 10,964 | $380.1K | 0.07% | +10,964 | New |
| Graypoint LLC | 11,010 | $381.7K | 0.03% | +1,206+12.3% | Added |
| Altfest L J & Co Inc | 11,005 | $382.0K | 0.06% | +1,324+13.7% | Added |
| Dakota Wealth Management | 11,033 | $382.5K | 0.01% | +1,070+10.7% | Added |
| Garner Asset Management Corp | 10,400 | $383.0K | 0.19% | −560−5.1% | Reduced |
| Credential Qtrade Securities Inc. | 11,062 | $383.5K | 0.02% | +2,316+26.5% | Added |
| 180 Wealth Advisors, LLC | 11,086 | $383.8K | 0.08% | −2,519−18.5% | Reduced |
| Marion Wealth Management | 11,100 | $384.8K | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $384.8K | 0.04% | 00.0% | Unchanged |
| David Loasby | 11,176 | $386.9K | 0.04% | +512+4.8% | Added |
| Mutual Advisors, LLC | 11,176 | $387.5K | 0.01% | +2,000+21.8% | Added |
| Westmount Partners, LLC | 11,202 | $388.4K | 0.16% | +35+0.3% | Added |
| TriaGen Wealth Management LLC | 11,224 | $389.1K | 0.19% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 11,229 | $389.3K | 0.23% | +133+1.2% | Added |
| Formidable Asset Management, LLC | 11,235 | $389.5K | 0.08% | −1,000−8.2% | Reduced |
| Frisch Financial Group, Inc. | 11,264 | $391.0K | 0.15% | +11,264 | New |
| Terra Nova Asset Management LLC | 11,279 | $391.0K | 0.34% | −22,345−66.5% | Reduced |
| Capital Investment Counsel, Inc | 11,286 | $391.3K | 0.07% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $391.4K | 0.09% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $393.1K | 0.23% | 00.0% | Unchanged |
| Tufton Capital Management | 11,340 | $393.2K | 0.08% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $393.5K | 0.16% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 11,370 | $394.2K | 0.35% | +2,227+24.4% | Added |
| Texas Yale Capital Corp. | 11,375 | $394.4K | 0.02% | −1,200−9.5% | Reduced |
| JNBA Financial Advisors | 11,386 | $394.8K | 0.04% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $395.0K | 0.05% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,390 | $395.0K | 0.16% | 00.0% | Unchanged |
| Bank of Hawaii | 11,400 | $395.2K | 0.02% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 11,418 | $395.9K | 0.03% | +11,418 | New |
| Girard Partners Ltd. | 11,434 | $396.4K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,520 | $399.4K | 0.10% | 00.0% | Unchanged |
| Diversified, LLC | 11,531 | $399.8K | 0.09% | −21−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 11,539 | $400.0K | 0.03% | +251+2.2% | Added |
| Mayflower Financial Advisors, LLC | 11,563 | $400.9K | 0.06% | +187+1.6% | Added |
| Brighton Jones LLC | 11,585 | $401.7K | 0.02% | −235−2.0% | Reduced |
| Strategic Financial Services, Inc, | 11,591 | $401.9K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 11,706 | $402.0K | 0.00% | +1,135+10.7% | Added |
| Sunpointe, LLC | 11,598 | $402.1K | 0.51% | +11,598 | New |
| Evergreen Capital Management LLC | 11,606 | $402.4K | 0.02% | +2,291+24.6% | Added |
| Proficio Capital Partners LLC | 11,687 | $405.2K | 0.05% | +659+6.0% | Added |
| Montag A & Associates Inc | 11,700 | $405.6K | 0.02% | +1,350+13.0% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $407.4K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,792 | $408.9K | 0.14% | +39+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,841 | $411.0K | 0.21% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 11,867 | $411.4K | 0.02% | +11,867 | New |
| Lynch & Associates | 11,873 | $411.6K | 0.10% | −620−5.0% | Reduced |
| Woodward Diversified Capital, LLC | 11,885 | $412.1K | 0.26% | −253−2.1% | Reduced |
| Souders Financial Advisors | 11,900 | $412.6K | 0.07% | +38+0.3% | Added |
| Courier Capital LLC | 11,907 | $412.8K | 0.03% | 00.0% | Unchanged |
| Harbor Group, Inc. | 11,921 | $413.3K | 0.12% | +9+0.1% | Added |
| Quadrature Capital Ltd | 11,938 | $414.0K | 0.01% | −286,888−96.0% | Reduced |
| Meridian Wealth Management, LLC | 11,942 | $414.0K | 0.03% | −11,014−48.0% | Reduced |
| Tranquility Partners, LLC | 11,961 | $414.7K | 0.17% | +3,449+40.5% | Added |
| OneAscent Financial Services LLC | 11,995 | $416.0K | 0.05% | +3,964+49.4% | Added |
| Argyle Capital Management Inc. | 12,000 | $416.0K | 0.17% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12,002 | $416.1K | 0.02% | +39+0.3% | Added |
| Patton Albertson Miller Group, LLC | 12,010 | $416.4K | 0.07% | 00.0% | Unchanged |