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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 15,439 | $535.3K | 0.02% | +22+0.1% | Added |
| Imprint Wealth LLC | 15,455 | $535.8K | 0.43% | −539−3.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,478 | $536.6K | 0.07% | −3,137−16.9% | Reduced |
| NTV Asset Management LLC | 15,583 | $540.3K | 0.09% | −1,500−8.8% | Reduced |
| Evercore Wealth Management, LLC | 15,662 | $543.0K | 0.01% | +1,191+8.2% | Added |
| Koshinski Asset Management, Inc. | 15,668 | $543.2K | 0.08% | −1,380−8.1% | Reduced |
| Capital Asset Advisory Services LLC | 15,672 | $543.3K | 0.03% | +914+6.2% | Added |
| IFP Advisors, Inc | 15,711 | $544.7K | 0.03% | +1,973+14.4% | Added |
| Parallel Advisors, LLC | 15,713 | $544.8K | 0.02% | −1,570−9.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,747 | $545.9K | 0.09% | −17−0.1% | Reduced |
| Peachtree Investment Partners, LLC | 15,772 | $546.8K | 0.22% | −630−3.8% | Reduced |
| We Are One Seven, LLC | 15,805 | $548.0K | 0.03% | +15,805 | New |
| Astoria Portfolio Advisors LLC. | 14,805 | $548.1K | 0.22% | +133+0.9% | Added |
| Nexus Investment Management ULC | 15,840 | $549.2K | 0.06% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 16,015 | $552.3K | 0.15% | +16,015 | New |
| Flputnam Investment Management Co | 15,936 | $552.5K | 0.01% | −1,076−6.3% | Reduced |
| Bailard, Inc. | 15,960 | $553.3K | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 16,007 | $555.0K | 0.06% | −175−1.1% | Reduced |
| JGP Wealth Management, LLC | 16,026 | $555.6K | 0.08% | +475+3.1% | Added |
| Qtron Investments LLC | 16,033 | $555.9K | 0.09% | −13,317−45.4% | Reduced |
| Avantax Planning Partners, Inc. | 16,044 | $556.2K | 0.02% | −30.0% | Reduced |
| Partners in Financial Planning | 16,116 | $558.7K | 0.13% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 16,125 | $559.1K | 0.25% | 00.0% | Unchanged |
| Platform Technology Partners | 15,170 | $559.3K | 0.22% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 16,180 | $561.0K | 0.00% | +16,180 | New |
| Portside Wealth Group, LLC | 16,183 | $561.1K | 0.10% | −2,276−12.3% | Reduced |
| Waypoint Wealth Partners Inc. | 16,233 | $562.8K | 0.17% | +213+1.3% | Added |
| David R. Rahn & Associates Inc. | 16,236 | $562.9K | 0.24% | +16,236 | New |
| Summit Global Investments | 16,253 | $563.0K | 0.04% | +6,658+69.4% | Added |
| Harvest Fund Management Co., Ltd | 17,365 | $564.0K | 0.09% | +1,576+10.0% | Added |
| Burt Wealth Advisors | 16,335 | $566.3K | 0.16% | −1,540−8.6% | Reduced |
| First Citizens Bank & Trust Co | 16,338 | $566.4K | 0.01% | +967+6.3% | Added |
| Piscataqua Savings Bank | 16,384 | $567.9K | 0.53% | −1,000−5.8% | Reduced |
| Verus Capital Partners, LLC | 16,403 | $568.7K | 0.07% | +703+4.5% | Added |
| Northwest Investment Counselors, LLC | 16,511 | $572.4K | 0.15% | −10,630−39.2% | Reduced |
| NorthRock Partners, LLC | 16,551 | $573.8K | 0.02% | +8,201+98.2% | Added |
| Oakworth Capital, Inc. | 16,607 | $575.8K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 16,620 | $576.2K | 0.04% | −51,750−75.7% | Reduced |
| Twin Capital Management Inc | 16,769 | $581.4K | 0.08% | −120−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 16,775 | $581.6K | 0.13% | +16,775 | New |
| CFM Wealth Partners LLC | 16,802 | $582.5K | 0.13% | −32−0.2% | Reduced |
| Conning Inc. | 16,879 | $585.2K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 16,890 | $585.6K | 0.12% | +105+0.6% | Added |
| Northeast Financial Consultants Inc | 16,943 | $587.4K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 17,019 | $590.0K | 0.05% | +17,019 | New |
| Guyasuta Investment Advisors Inc | 17,100 | $592.9K | 0.04% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 17,130 | $593.9K | 0.01% | −103,183−85.8% | Reduced |
| Banque Cantonale Vaudoise | 17,187 | $596.0K | 0.03% | −32,256−65.2% | Reduced |
| Rede Wealth, LLC | 17,206 | $596.5K | 0.28% | +10+0.1% | Added |
| First Horizon Advisors, Inc. | 17,359 | $601.8K | 0.02% | −3,680−17.5% | Reduced |
| Investors Asset Management of Georgia Inc | 17,395 | $603.1K | 0.31% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,428 | $604.2K | 0.11% | −539−3.0% | Reduced |
| Ramirez Asset Management, Inc. | 17,437 | $604.5K | 0.12% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 17,515 | $607.2K | 0.36% | −304−1.7% | Reduced |
| Wendell David Associates Inc | 17,568 | $609.0K | 0.07% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 17,637 | $611.5K | 0.04% | +3,106+21.4% | Added |
| First Commonwealth Financial Corp | 17,688 | $613.2K | 0.19% | +1,148+6.9% | Added |
| High Net Worth Advisory Group LLC | 17,704 | $613.8K | 0.23% | +304+1.7% | Added |
| GYL Financial Synergies, LLC | 17,722 | $614.4K | 0.05% | +16+0.1% | Added |
| Bedel Financial Consulting, Inc. | 17,730 | $614.7K | 0.11% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 17,783 | $616.5K | 0.29% | +150+0.9% | Added |
| North Star Investment Management Corp. | 17,890 | $620.2K | 0.05% | +40.0% | Added |
| Nicolet Bankshares Inc | 17,902 | $620.7K | 0.17% | −1,061−5.6% | Reduced |
| Philadelphia Trust Co | 17,925 | $621.0K | 0.06% | −1,800−9.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,913 | $621.0K | 0.05% | −887−4.7% | Reduced |
| Secure Asset Management, LLC | 17,916 | $621.1K | 0.17% | −34−0.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 18,000 | $624.1K | 0.05% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 18,161 | $629.6K | 0.00% | −13,711−43.0% | Reduced |
| Hara Capital LLC | 18,240 | $632.4K | 0.45% | +18,240 | New |
| Ledyard National Bank | 18,290 | $634.1K | 0.07% | −44−0.2% | Reduced |
| Appleton Partners Inc | 18,409 | $638.0K | 0.05% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 18,438 | $639.2K | 0.03% | +2,099+12.8% | Added |
| PFG Advisors | 18,493 | $641.1K | 0.05% | −20−0.1% | Reduced |
| Duncker Streett & Co Inc | 18,502 | $641.5K | 0.14% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,504 | $641.5K | 0.02% | −3,840−17.2% | Reduced |
| Klingenstein Fields & Co LP | 18,517 | $642.0K | 0.03% | +18,517 | New |
| St Germain D J Co Inc | 18,536 | $642.6K | 0.03% | +5,640+43.7% | Added |
| Certified Advisory Corp | 18,571 | $643.8K | 0.10% | −544−2.8% | Reduced |
| Dupree Financial Group, LLC | 18,639 | $646.2K | 0.32% | +18,639 | New |
| Steigerwald, Gordon & Koch Inc. | 18,672 | $647.3K | 0.09% | +10.0% | Added |
| RFG Advisory, LLC | 18,710 | $648.7K | 0.03% | −2,498−11.8% | Reduced |
| Boston Trust Walden Corp | 18,712 | $648.7K | 0.00% | −1,295−6.5% | Reduced |
| Virtue Capital Management, LLC | 18,763 | $649.3K | 0.13% | −4,550−19.5% | Reduced |
| Forum Financial Management, LP | 18,859 | $653.8K | 0.01% | −5,394−22.2% | Reduced |
| Mayfair Advisory Group, LLC | 18,905 | $654.5K | 0.56% | 00.0% | Unchanged |
| Trust Point Inc. | 18,886 | $654.8K | 0.05% | +18,886 | New |
| Tributary Capital Management, LLC | 18,900 | $655.3K | 0.06% | +2,400+14.5% | Added |
| Levy Wealth Management Group, LLC | 18,950 | $657.0K | 0.18% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,007 | $659.0K | 0.02% | +2,512+15.2% | Added |
| Accurate Wealth Management, LLC | 19,067 | $659.1K | 0.20% | −1,250−6.2% | Reduced |
| Gilbert & Cook, Inc. | 19,037 | $660.0K | 0.09% | +798+4.4% | Added |
| RSM US Wealth Management LLC | 19,038 | $660.0K | 0.02% | +1,588+9.1% | Added |
| Mill Creek Capital Advisors, LLC | 19,061 | $660.8K | 0.02% | +23+0.1% | Added |
| Bristlecone Advisors, LLC | 19,065 | $661.0K | 0.07% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 19,055 | $661.0K | 0.07% | −63−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 19,108 | $662.6K | 0.02% | +142+0.7% | Added |
| Tudor Investment Corp Et Al | 19,143 | $663.7K | 0.01% | +19,143 | New |
| Csenge Advisory Group | 19,154 | $664.1K | 0.04% | −985−4.9% | Reduced |
| Paradigm Financial Partners, LLC | 19,158 | $664.2K | 0.16% | +19,158 | New |
| ICICI Prudential Asset Management Co Ltd | 19,179 | $664.9K | 0.08% | +1,327+7.4% | Added |