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 |
|---|---|---|---|---|---|
| Empire Financial Management Company, LLC | 19,226 | $666.6K | 0.26% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 19,243 | $667.2K | 0.10% | −612−3.1% | Reduced |
| Independent Financial Group, LLC | 19,278 | $668.4K | 0.04% | +2,453+14.6% | Added |
| Brown Brothers Harriman & Co | 19,288 | $668.7K | 0.01% | −617−3.1% | Reduced |
| Kapstone Financial Advisors LLC | 19,111 | $668.9K | 0.52% | −1,284−6.3% | Reduced |
| Fairfield, Bush & Co. | 19,315 | $669.7K | 0.39% | −4,900−20.2% | Reduced |
| CoreCap Advisors, LLC | 19,323 | $669.9K | 0.04% | −34,484−64.1% | Reduced |
| Virtus ETF Advisers LLC | 19,378 | $671.8K | 0.43% | −3,632−15.8% | Reduced |
| Arete Wealth Advisors, LLC | 19,438 | $673.9K | 0.05% | −2,581−11.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 19,538 | $677.4K | 0.22% | −168−0.9% | Reduced |
| Everpar Advisors LLC | 19,539 | $677.4K | 0.32% | +19,539 | New |
| SlateStone Wealth, LLC | 19,548 | $678.0K | 0.09% | +37+0.2% | Added |
| Cobblestone Capital Advisors LLC | 19,630 | $680.6K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 19,675 | $682.1K | 0.04% | −2,384−10.8% | Reduced |
| Cornerstone Advisory, LLC | 19,689 | $682.6K | 0.11% | −5,229−21.0% | Reduced |
| Whitener Capital Management, Inc. | 19,700 | $683.0K | 0.25% | +660+3.5% | Added |
| Flagship Harbor Advisors, LLC | 19,764 | $685.2K | 0.05% | −797−3.9% | Reduced |
| Hoylecohen, LLC | 19,804 | $686.6K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 19,829 | $687.5K | 0.22% | +140+0.7% | Added |
| Southeast Asset Advisors Inc. | 19,854 | $688.3K | 0.09% | 00.0% | Unchanged |
| Chicago Trust Co NA | 19,877 | $689.1K | 0.15% | −58−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 19,940 | $691.3K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 20,000 | $693.0K | 0.30% | −494−2.4% | Reduced |
| Gryphon Financial Partners LLC | 20,416 | $693.4K | 0.12% | +1,422+7.5% | Added |
| Eisler Capital (UK) Ltd. | 20,010 | $693.7K | 0.06% | +20,010 | New |
| Congress Wealth Management LLC | 20,206 | $700.5K | 0.01% | +20,206 | New |
| Connectus Wealth, LLC | 20,196 | $700.8K | 0.01% | −72,521−78.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 20,216 | $700.9K | 0.02% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 20,228 | $701.3K | 0.48% | −620−3.0% | Reduced |
| Optas, LLC | 20,278 | $703.0K | 0.21% | −206−1.0% | Reduced |
| Diversified Trust Co | 20,288 | $703.4K | 0.02% | +401+2.0% | Added |
| TBH Global Asset Management, LLC | 20,294 | $703.6K | 0.14% | 00.0% | Unchanged |
| WMS Partners, LLC | 20,294 | $703.6K | 0.05% | −3,107−13.3% | Reduced |
| Asset Dedication, LLC | 20,471 | $710.0K | 0.06% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 20,527 | $711.7K | 0.06% | −658−3.1% | Reduced |
| Eagle Asset Management Inc | 20,596 | $714.1K | 0.00% | +4,363+26.9% | Added |
| Simmons Bank | 20,617 | $714.8K | 0.06% | −6,078−22.8% | Reduced |
| Ostrum Asset Management | 20,766 | $720.0K | 0.06% | +9,670+87.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 20,779 | $720.4K | 0.09% | +14+0.1% | Added |
| MQS Management LLC | 20,802 | $721.2K | 0.40% | +20,802 | New |
| Clear Harbor Asset Management, LLC | 20,830 | $722.2K | 0.07% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,853 | $723.0K | 0.03% | +2,049+10.9% | Added |
| Embree Financial Group | 20,902 | $724.7K | 0.15% | +20,902 | New |
| Navellier & Associates Inc | 20,918 | $725.2K | 0.11% | +4,418+26.8% | Added |
| Brave Asset Management Inc | 20,928 | $725.6K | 0.20% | +66+0.3% | Added |
| Cigna Investments Inc | 21,076 | $731.0K | 0.15% | −616−2.8% | Reduced |
| GTS Securities LLC | 21,264 | $737.2K | 0.02% | −8,434−28.4% | Reduced |
| Balentine LLC | 21,264 | $737.2K | 0.02% | −1,318−5.8% | Reduced |
| Rodgers Brothers Inc. | 21,300 | $738.5K | 0.12% | 00.0% | Unchanged |
| Versor Investments LP | 21,301 | $738.5K | 0.15% | −1,042−4.7% | Reduced |
| Horan Securities, Inc. | 21,536 | $746.7K | 0.38% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 21,555 | $747.3K | 0.16% | −569−2.6% | Reduced |
| Lakeside Advisors, INC. | 21,600 | $748.9K | 0.52% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 21,690 | $752.0K | 0.26% | +16,560+322.8% | Added |
| Redwood Wealth Management Group, LLC | 21,713 | $752.8K | 0.83% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 21,742 | $753.8K | 0.11% | −8,236−27.5% | Reduced |
| Choate Investment Advisors | 21,900 | $759.3K | 0.02% | +5,328+32.2% | Added |
| New Republic Capital, LLC | 21,929 | $760.3K | 0.54% | +174+0.8% | Added |
| J.W. Cole Advisors, Inc. | 22,043 | $764.2K | 0.04% | +7,912+56.0% | Added |
| CAPROCK Group, Inc. | 22,108 | $766.5K | 0.05% | +250+1.1% | Added |
| Peoples Bank | 22,133 | $767.4K | 0.45% | −220−1.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 22,159 | $768.3K | 0.19% | +22,159 | New |
| Welch & Forbes LLC | 22,168 | $768.6K | 0.01% | −314−1.4% | Reduced |
| Ontario Teachers Pension Plan Board | 22,207 | $769.9K | 0.01% | −17,150−43.6% | Reduced |
| Daymark Wealth Partners, LLC | 22,223 | $770.5K | 0.05% | −98−0.4% | Reduced |
| Rehmann Capital Advisory Group | 22,236 | $771.0K | 0.06% | +129+0.6% | Added |
| Roof Eidam & Maycock | 22,245 | $771.2K | 0.23% | −31,200−58.4% | Reduced |
| Colonial Trust Co | 22,250 | $771.4K | 0.16% | −134−0.6% | Reduced |
| Salem Investment Counselors Inc | 22,367 | $775.5K | 0.03% | +638+2.9% | Added |
| Davidson Trust Co | 22,398 | $776.5K | 0.50% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 22,500 | $779.7K | 0.38% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22,588 | $783.1K | 0.19% | +60+0.3% | Added |
| Massmutual Trust Co FSB | 22,758 | $789.0K | 0.03% | +1,313+6.1% | Added |
| Edgemoor Investment Advisors, Inc. | 22,869 | $792.9K | 0.08% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 23,000 | $797.5K | 0.20% | −480−2.0% | Reduced |
| Fragasso Group Inc. | 23,092 | $800.6K | 0.07% | −136−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 23,368 | $810.2K | 0.09% | −947−3.9% | Reduced |
| Pioneer Trust Bank N A | 23,385 | $810.8K | 0.24% | 00.0% | Unchanged |
| Clarius Group, LLC | 23,423 | $812.1K | 0.07% | −187−0.8% | Reduced |
| Brookstone Capital Management | 23,451 | $813.0K | 0.02% | +764+3.4% | Added |
| Syon Capital LLC | 23,505 | $814.9K | 0.08% | +1,875+8.7% | Added |
| Washington Trust Bank | 23,532 | $815.9K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 23,548 | $816.4K | 0.04% | −779−3.2% | Reduced |
| TD Private Client Wealth LLC | 23,560 | $816.8K | 0.03% | −306−1.3% | Reduced |
| RMR Capital Management, LLC | 23,563 | $816.9K | 0.94% | +23,563 | New |
| Resources Management Corp | 23,576 | $817.0K | 0.12% | −44−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 23,598 | $818.1K | 0.05% | +738+3.2% | Added |
| Ambassador Advisors, LLC | 22,319 | $819.8K | 0.18% | +2,407+12.1% | Added |
| Rossmore Private Capital | 23,655 | $820.1K | 0.12% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 23,674 | $820.8K | 0.17% | −357−1.5% | Reduced |
| MidWestOne Financial Group, Inc. | 23,826 | $826.0K | 0.16% | −1,145−4.6% | Reduced |
| Quadrant Capital Group LLC | 23,898 | $828.5K | 0.07% | +2,171+10.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24,216 | $839.6K | 0.37% | +33+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,275 | $841.6K | 0.04% | −420−1.7% | Reduced |
| Lecap Asset Management Ltd | 24,309 | $842.8K | 0.31% | +24,309 | New |
| Wellington Shields Capital Management, LLC | 24,458 | $848.0K | 0.11% | 00.0% | Unchanged |
| South State Corp. | 24,499 | $849.4K | 0.07% | −2,637−9.7% | Reduced |
| Cambridge Trust Co | 24,531 | $850.5K | 0.04% | −485−1.9% | Reduced |
| Taylor Financial Group, Inc. | 24,545 | $851.0K | 0.70% | +24,545 | New |
| Valley Brook Capital Group | 24,675 | $855.5K | 0.75% | −1,700−6.4% | Reduced |