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 |
|---|---|---|---|---|---|
| Oliver Luxxe Assets LLC | 12,030 | $417.1K | 0.10% | −1,050−8.0% | Reduced |
| Catalyst Financial Partners LLC | 12,055 | $417.9K | 0.12% | +492+4.3% | Added |
| Fagan Associates, Inc. | 12,131 | $420.6K | 0.09% | 00.0% | Unchanged |
| First National Trust Co | 12,183 | $422.4K | 0.02% | −267−2.1% | Reduced |
| 9258 Wealth Management, LLC | 12,184 | $422.4K | 0.07% | +900+8.0% | Added |
| Deseret Mutual Benefit Administrators | 12,236 | $424.2K | 0.24% | −3,861−24.0% | Reduced |
| AMG National Trust Bank | 12,237 | $424.3K | 0.01% | +12,237 | New |
| Financial Network Wealth Management LLC | 12,300 | $426.0K | 0.18% | 00.0% | Unchanged |
| Elgethun Capital Management | 12,310 | $426.8K | 0.12% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11,980 | $427.7K | 0.12% | +11,980 | New |
| Aigen Investment Management, LP | 12,354 | $428.3K | 0.08% | −9,526−43.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,368 | $428.8K | 0.08% | −5,230−29.7% | Reduced |
| Founders Financial Alliance, LLC | 12,389 | $429.5K | 0.17% | −29−0.2% | Reduced |
| Collective Family Office LLC | 12,419 | $430.6K | 0.15% | −628−4.8% | Reduced |
| Apexium Financial, LP | 12,533 | $434.6K | 0.03% | +12,533 | New |
| Benjamin Edwards Inc | 12,550 | $435.0K | 0.09% | +31+0.2% | Added |
| Northwest Bancshares, Inc. | 12,551 | $435.1K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,596 | $436.7K | 0.05% | −33−0.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $436.8K | 0.11% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,607 | $437.1K | 0.04% | +12,607 | New |
| Trustmark National Bank Trust Department | 12,610 | $437.2K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 12,642 | $438.3K | 0.04% | +317+2.6% | Added |
| Kiley Juergens Wealth Management, LLC | 12,644 | $438.4K | 0.15% | +1,800+16.6% | Added |
| Global Retirement Partners, LLC | 12,661 | $439.8K | 0.02% | +908+7.7% | Added |
| Level Four Advisory Services, LLC | 12,707 | $440.6K | 0.02% | −1,625−11.3% | Reduced |
| Shorepoint Capital Partners LLC | 12,750 | $442.0K | 0.12% | – | – |
| Bigelow Investment Advisors, LLC | 12,751 | $442.1K | 0.24% | −30.0% | Reduced |
| Latitude Advisors, LLC | 12,826 | $444.7K | 0.31% | −314−2.4% | Reduced |
| Gables Capital Management Inc. | 12,950 | $449.0K | 0.28% | 00.0% | Unchanged |
| Sepio Capital, LP | 12,973 | $449.8K | 0.04% | +93+0.7% | Added |
| McLean Asset Management Corp | 13,118 | $454.2K | 0.17% | +134+1.0% | Added |
| RCS Financial Planning, LLC | 13,184 | $457.1K | 0.30% | +140+1.1% | Added |
| Smith, Salley & Associates | 13,202 | $457.7K | 0.03% | −2,101−13.7% | Reduced |
| Armstrong Advisory Group, Inc | 13,205 | $457.8K | 0.04% | −597−4.3% | Reduced |
| Silver Oak Securities, Inc | 13,238 | $459.0K | 0.06% | +7,235+120.5% | Added |
| HBK Sorce Advisory LLC | 13,245 | $459.2K | 0.02% | −829−5.9% | Reduced |
| AdvisorShares Investments LLC | 13,325 | $462.0K | 0.11% | +13,325 | New |
| Royal Fund Management, LLC | 13,396 | $464.4K | 0.06% | −3,915−22.6% | Reduced |
| Catalytic Wealth RIA, LLC | 13,444 | $466.1K | 0.21% | +13,444 | New |
| Moloney Securities Asset Management, LLC | 13,537 | $469.3K | 0.08% | +20+0.1% | Added |
| ELCO Management Co., LLC | 13,685 | $474.5K | 0.31% | +38+0.3% | Added |
| Joel Isaacson & Co., LLC | 13,687 | $474.5K | 0.03% | +627+4.8% | Added |
| Baker Tilly Wealth Management, LLC | 13,687 | $474.5K | 0.08% | −115−0.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,800 | $478.4K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 13,829 | $479.5K | 0.02% | +13,829 | New |
| Focus Financial Network Inc | 13,831 | $479.5K | 0.02% | +13,831 | New |
| Raleigh Capital Management Inc. | 13,852 | $480.3K | 0.22% | −563−3.9% | Reduced |
| Everett Harris & Co | 13,877 | $481.1K | 0.01% | −135−1.0% | Reduced |
| Bridgewater Advisors Inc. | 13,901 | $481.9K | 0.07% | −158−1.1% | Reduced |
| Successful Portfolios LLC | 13,902 | $482.0K | 0.36% | −445−3.1% | Reduced |
| HITE Hedge Asset Management LLC | 13,942 | $483.4K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,960 | $484.0K | 0.02% | −764−5.2% | Reduced |
| Harvey Investment Co LLC | 13,986 | $485.0K | 0.06% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 13,990 | $485.0K | 0.13% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 13,993 | $485.1K | 0.05% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 14,022 | $486.1K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 14,029 | $486.7K | 0.04% | +1,659+13.4% | Added |
| Marathon Capital Management | 14,048 | $487.0K | 0.12% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 14,062 | $487.5K | 0.08% | +29+0.2% | Added |
| Holderness Investments Co | 14,157 | $490.8K | 0.13% | +1,163+9.0% | Added |
| Becker Capital Management Inc | 14,221 | $493.0K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 14,247 | $493.9K | 0.10% | −426−2.9% | Reduced |
| Hendley & Co Inc | 14,310 | $496.0K | 0.19% | 00.0% | Unchanged |
| Alpha Family Trust | 14,320 | $496.5K | 0.34% | +2,050+16.7% | Added |
| FC Advisory LLC | 14,400 | $499.2K | 0.19% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 14,437 | $500.5K | 0.19% | +29+0.2% | Added |
| Principal Securities, Inc. | 14,444 | $500.8K | 0.02% | +14,444 | New |
| Traphagen Investment Advisors LLC | 14,554 | $504.6K | 0.06% | +9+0.1% | Added |
| Silver Oak Advisory Group, Inc. | 14,561 | $505.0K | 0.30% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 14,585 | $505.7K | 0.11% | +3,328+29.6% | Added |
| Fifth Third Wealth Advisors LLC | 14,601 | $506.2K | 0.16% | −80−0.5% | Reduced |
| Continuum Advisory, LLC | 14,607 | $506.6K | 0.07% | +1,985+15.7% | Added |
| Canal Capital Management, LLC | 14,623 | $507.0K | 0.09% | −148−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,626 | $507.1K | 0.03% | −5,755−28.2% | Reduced |
| Meritas Wealth Management, LLC | 14,715 | $510.2K | 0.38% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 14,771 | $512.1K | 0.02% | +1,243+9.2% | Added |
| Bangor Savings Bank | 14,791 | $512.8K | 0.06% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 14,800 | $513.1K | 0.03% | +14,800 | New |
| Viawealth, LLC | 14,874 | $515.7K | 0.35% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $516.0K | 0.47% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14,940 | $518.0K | 0.07% | +524+3.6% | Added |
| NCM Capital Management, LLC | 14,946 | $518.2K | 0.31% | −500−3.2% | Reduced |
| Corton Capital Inc. | 14,982 | $519.4K | 0.17% | +14,982 | New |
| LSV Asset Management | 15,000 | $520.0K | 0.00% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 15,083 | $522.9K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,136 | $524.8K | 0.04% | −29,923−66.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,217 | $527.6K | 0.04% | 00.0% | Unchanged |
| SRB Corp | 15,266 | $529.3K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 15,289 | $530.1K | 0.21% | −155−1.0% | Reduced |
| Crescent Sterling, Ltd. | 15,300 | $530.5K | 0.53% | 00.0% | Unchanged |
| Invesco, LLC | 15,324 | $531.3K | 0.25% | −573−3.6% | Reduced |
| Principle Wealth Partners LLC | 15,329 | $531.5K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 15,333 | $531.6K | 0.03% | −960−5.9% | Reduced |
| Stonegate Investment Group, LLC | 15,340 | $531.8K | 0.02% | −1,614−9.5% | Reduced |
| Warren Averett Asset Management, LLC | 15,349 | $532.2K | 0.02% | +1,288+9.2% | Added |
| FRG Family Wealth Advisors LLC | 15,360 | $532.5K | 0.11% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15,368 | $532.8K | 0.04% | +1,637+11.9% | Added |
| NBT Bank N A | 15,408 | $534.2K | 0.04% | +750+5.1% | Added |
| Castle Wealth Management LLC | 15,413 | $534.4K | 0.32% | +367+2.4% | Added |
| Davis R M Inc | 15,430 | $535.0K | 0.01% | 00.0% | Unchanged |