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 |
|---|---|---|---|---|---|
| Hara Capital LLC | 18,240 | $632.4K | 0.45% | +18,240 | New |
| Jacobs Levy Equity Management, Inc | 18,161 | $629.6K | 0.00% | −13,711−43.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 18,000 | $624.1K | 0.05% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 17,916 | $621.1K | 0.17% | −34−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,913 | $621.0K | 0.05% | −887−4.7% | Reduced |
| Philadelphia Trust Co | 17,925 | $621.0K | 0.06% | −1,800−9.1% | Reduced |
| Nicolet Bankshares Inc | 17,902 | $620.7K | 0.17% | −1,061−5.6% | Reduced |
| North Star Investment Management Corp. | 17,890 | $620.2K | 0.05% | +40.0% | Added |
| Mystic Asset Management, Inc. | 17,783 | $616.5K | 0.29% | +150+0.9% | Added |
| Bedel Financial Consulting, Inc. | 17,730 | $614.7K | 0.11% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,722 | $614.4K | 0.05% | +16+0.1% | Added |
| High Net Worth Advisory Group LLC | 17,704 | $613.8K | 0.23% | +304+1.7% | Added |
| First Commonwealth Financial Corp | 17,688 | $613.2K | 0.19% | +1,148+6.9% | Added |
| CWA Asset Management Group, LLC | 17,637 | $611.5K | 0.04% | +3,106+21.4% | Added |
| Wendell David Associates Inc | 17,568 | $609.0K | 0.07% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 17,515 | $607.2K | 0.36% | −304−1.7% | Reduced |
| Ramirez Asset Management, Inc. | 17,437 | $604.5K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,428 | $604.2K | 0.11% | −539−3.0% | Reduced |
| Investors Asset Management of Georgia Inc | 17,395 | $603.1K | 0.31% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17,359 | $601.8K | 0.02% | −3,680−17.5% | Reduced |
| Rede Wealth, LLC | 17,206 | $596.5K | 0.28% | +10+0.1% | Added |
| Banque Cantonale Vaudoise | 17,187 | $596.0K | 0.03% | −32,256−65.2% | Reduced |
| Kempen Capital Management N.V. | 17,130 | $593.9K | 0.01% | −103,183−85.8% | Reduced |
| Guyasuta Investment Advisors Inc | 17,100 | $592.9K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 17,019 | $590.0K | 0.05% | +17,019 | New |
| Northeast Financial Consultants Inc | 16,943 | $587.4K | 0.03% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 16,890 | $585.6K | 0.12% | +105+0.6% | Added |
| Conning Inc. | 16,879 | $585.2K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 16,802 | $582.5K | 0.13% | −32−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 16,775 | $581.6K | 0.13% | +16,775 | New |
| Twin Capital Management Inc | 16,769 | $581.4K | 0.08% | −120−0.7% | Reduced |
| Trust Co of Vermont | 16,620 | $576.2K | 0.04% | −51,750−75.7% | Reduced |
| Oakworth Capital, Inc. | 16,607 | $575.8K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 16,551 | $573.8K | 0.02% | +8,201+98.2% | Added |
| Northwest Investment Counselors, LLC | 16,511 | $572.4K | 0.15% | −10,630−39.2% | Reduced |
| Verus Capital Partners, LLC | 16,403 | $568.7K | 0.07% | +703+4.5% | Added |
| Piscataqua Savings Bank | 16,384 | $567.9K | 0.53% | −1,000−5.8% | Reduced |
| First Citizens Bank & Trust Co | 16,338 | $566.4K | 0.01% | +967+6.3% | Added |
| Burt Wealth Advisors | 16,335 | $566.3K | 0.16% | −1,540−8.6% | Reduced |
| Harvest Fund Management Co., Ltd | 17,365 | $564.0K | 0.09% | +1,576+10.0% | Added |
| Summit Global Investments | 16,253 | $563.0K | 0.04% | +6,658+69.4% | Added |
| David R. Rahn & Associates Inc. | 16,236 | $562.9K | 0.24% | +16,236 | New |
| Waypoint Wealth Partners Inc. | 16,233 | $562.8K | 0.17% | +213+1.3% | Added |
| Portside Wealth Group, LLC | 16,183 | $561.1K | 0.10% | −2,276−12.3% | Reduced |
| Wolverine Trading, LLC | 16,180 | $561.0K | 0.00% | +16,180 | New |
| Platform Technology Partners | 15,170 | $559.3K | 0.22% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 16,125 | $559.1K | 0.25% | 00.0% | Unchanged |
| Partners in Financial Planning | 16,116 | $558.7K | 0.13% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 16,044 | $556.2K | 0.02% | −30.0% | Reduced |
| Qtron Investments LLC | 16,033 | $555.9K | 0.09% | −13,317−45.4% | Reduced |
| JGP Wealth Management, LLC | 16,026 | $555.6K | 0.08% | +475+3.1% | Added |
| Morningstar Investment Management LLC | 16,007 | $555.0K | 0.06% | −175−1.1% | Reduced |
| Bailard, Inc. | 15,960 | $553.3K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 15,936 | $552.5K | 0.01% | −1,076−6.3% | Reduced |
| Smartleaf Asset Management LLC | 16,015 | $552.3K | 0.15% | +16,015 | New |
| Nexus Investment Management ULC | 15,840 | $549.2K | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 14,805 | $548.1K | 0.22% | +133+0.9% | Added |
| We Are One Seven, LLC | 15,805 | $548.0K | 0.03% | +15,805 | New |
| Peachtree Investment Partners, LLC | 15,772 | $546.8K | 0.22% | −630−3.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,747 | $545.9K | 0.09% | −17−0.1% | Reduced |
| Parallel Advisors, LLC | 15,713 | $544.8K | 0.02% | −1,570−9.1% | Reduced |
| IFP Advisors, Inc | 15,711 | $544.7K | 0.03% | +1,973+14.4% | Added |
| Capital Asset Advisory Services LLC | 15,672 | $543.3K | 0.03% | +914+6.2% | Added |
| Koshinski Asset Management, Inc. | 15,668 | $543.2K | 0.08% | −1,380−8.1% | Reduced |
| Evercore Wealth Management, LLC | 15,662 | $543.0K | 0.01% | +1,191+8.2% | Added |
| NTV Asset Management LLC | 15,583 | $540.3K | 0.09% | −1,500−8.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,478 | $536.6K | 0.07% | −3,137−16.9% | Reduced |
| Imprint Wealth LLC | 15,455 | $535.8K | 0.43% | −539−3.4% | Reduced |
| FineMark National Bank & Trust | 15,439 | $535.3K | 0.02% | +22+0.1% | Added |
| Davis R M Inc | 15,430 | $535.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 15,413 | $534.4K | 0.32% | +367+2.4% | Added |
| NBT Bank N A | 15,408 | $534.2K | 0.04% | +750+5.1% | Added |
| IFG Advisory, LLC | 15,368 | $532.8K | 0.04% | +1,637+11.9% | Added |
| FRG Family Wealth Advisors LLC | 15,360 | $532.5K | 0.11% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 15,349 | $532.2K | 0.02% | +1,288+9.2% | Added |
| Stonegate Investment Group, LLC | 15,340 | $531.8K | 0.02% | −1,614−9.5% | Reduced |
| Integrated Advisors Network LLC | 15,333 | $531.6K | 0.03% | −960−5.9% | Reduced |
| Principle Wealth Partners LLC | 15,329 | $531.5K | 0.05% | 00.0% | Unchanged |
| Invesco, LLC | 15,324 | $531.3K | 0.25% | −573−3.6% | Reduced |
| Crescent Sterling, Ltd. | 15,300 | $530.5K | 0.53% | 00.0% | Unchanged |
| Syverson Strege & Co | 15,289 | $530.1K | 0.21% | −155−1.0% | Reduced |
| SRB Corp | 15,266 | $529.3K | 0.03% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 15,217 | $527.6K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,136 | $524.8K | 0.04% | −29,923−66.4% | Reduced |
| Greylin Investment Mangement Inc | 15,083 | $522.9K | 0.09% | 00.0% | Unchanged |
| LSV Asset Management | 15,000 | $520.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 14,982 | $519.4K | 0.17% | +14,982 | New |
| NCM Capital Management, LLC | 14,946 | $518.2K | 0.31% | −500−3.2% | Reduced |
| Manchester Capital Management LLC | 14,940 | $518.0K | 0.07% | +524+3.6% | Added |
| Magnolia Capital Management Ltd | 14,895 | $516.0K | 0.47% | 00.0% | Unchanged |
| Viawealth, LLC | 14,874 | $515.7K | 0.35% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 14,800 | $513.1K | 0.03% | +14,800 | New |
| Bangor Savings Bank | 14,791 | $512.8K | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 14,771 | $512.1K | 0.02% | +1,243+9.2% | Added |
| Meritas Wealth Management, LLC | 14,715 | $510.2K | 0.38% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 14,626 | $507.1K | 0.03% | −5,755−28.2% | Reduced |
| Canal Capital Management, LLC | 14,623 | $507.0K | 0.09% | −148−1.0% | Reduced |
| Continuum Advisory, LLC | 14,607 | $506.6K | 0.07% | +1,985+15.7% | Added |
| Fifth Third Wealth Advisors LLC | 14,601 | $506.2K | 0.16% | −80−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 14,585 | $505.7K | 0.11% | +3,328+29.6% | Added |