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 |
|---|---|---|---|---|---|
| Silver Oak Advisory Group, Inc. | 14,561 | $505.0K | 0.30% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14,554 | $504.6K | 0.06% | +9+0.1% | Added |
| Principal Securities, Inc. | 14,444 | $500.8K | 0.02% | +14,444 | New |
| Pathway Financial Advisers, LLC | 14,437 | $500.5K | 0.19% | +29+0.2% | Added |
| FC Advisory LLC | 14,400 | $499.2K | 0.19% | 00.0% | Unchanged |
| Alpha Family Trust | 14,320 | $496.5K | 0.34% | +2,050+16.7% | Added |
| Hendley & Co Inc | 14,310 | $496.0K | 0.19% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 14,247 | $493.9K | 0.10% | −426−2.9% | Reduced |
| Becker Capital Management Inc | 14,221 | $493.0K | 0.02% | 00.0% | Unchanged |
| Holderness Investments Co | 14,157 | $490.8K | 0.13% | +1,163+9.0% | Added |
| Alpha Omega Wealth Management LLC | 14,062 | $487.5K | 0.08% | +29+0.2% | Added |
| Marathon Capital Management | 14,048 | $487.0K | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 14,029 | $486.7K | 0.04% | +1,659+13.4% | Added |
| Sendero Wealth Management, LLC | 14,022 | $486.1K | 0.09% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 13,993 | $485.1K | 0.05% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 13,990 | $485.0K | 0.13% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 13,986 | $485.0K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,960 | $484.0K | 0.02% | −764−5.2% | Reduced |
| HITE Hedge Asset Management LLC | 13,942 | $483.4K | 0.05% | 00.0% | Unchanged |
| Successful Portfolios LLC | 13,902 | $482.0K | 0.36% | −445−3.1% | Reduced |
| Bridgewater Advisors Inc. | 13,901 | $481.9K | 0.07% | −158−1.1% | Reduced |
| Everett Harris & Co | 13,877 | $481.1K | 0.01% | −135−1.0% | Reduced |
| Raleigh Capital Management Inc. | 13,852 | $480.3K | 0.22% | −563−3.9% | Reduced |
| Focus Financial Network Inc | 13,831 | $479.5K | 0.02% | +13,831 | New |
| Cidel Asset Management Inc | 13,829 | $479.5K | 0.02% | +13,829 | New |
| Mountain Pacific Investment Advisers Inc | 13,800 | $478.4K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,687 | $474.5K | 0.08% | −115−0.8% | Reduced |
| Joel Isaacson & Co., LLC | 13,687 | $474.5K | 0.03% | +627+4.8% | Added |
| ELCO Management Co., LLC | 13,685 | $474.5K | 0.31% | +38+0.3% | Added |
| Moloney Securities Asset Management, LLC | 13,537 | $469.3K | 0.08% | +20+0.1% | Added |
| Catalytic Wealth RIA, LLC | 13,444 | $466.1K | 0.21% | +13,444 | New |
| Royal Fund Management, LLC | 13,396 | $464.4K | 0.06% | −3,915−22.6% | Reduced |
| AdvisorShares Investments LLC | 13,325 | $462.0K | 0.11% | +13,325 | New |
| HBK Sorce Advisory LLC | 13,245 | $459.2K | 0.02% | −829−5.9% | Reduced |
| Silver Oak Securities, Inc | 13,238 | $459.0K | 0.06% | +7,235+120.5% | Added |
| Armstrong Advisory Group, Inc | 13,205 | $457.8K | 0.04% | −597−4.3% | Reduced |
| Smith, Salley & Associates | 13,202 | $457.7K | 0.03% | −2,101−13.7% | Reduced |
| RCS Financial Planning, LLC | 13,184 | $457.1K | 0.30% | +140+1.1% | Added |
| McLean Asset Management Corp | 13,118 | $454.2K | 0.17% | +134+1.0% | Added |
| Sepio Capital, LP | 12,973 | $449.8K | 0.04% | +93+0.7% | Added |
| Gables Capital Management Inc. | 12,950 | $449.0K | 0.28% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,826 | $444.7K | 0.31% | −314−2.4% | Reduced |
| Bigelow Investment Advisors, LLC | 12,751 | $442.1K | 0.24% | −30.0% | Reduced |
| Shorepoint Capital Partners LLC | 12,750 | $442.0K | 0.12% | – | – |
| Level Four Advisory Services, LLC | 12,707 | $440.6K | 0.02% | −1,625−11.3% | Reduced |
| Global Retirement Partners, LLC | 12,661 | $439.8K | 0.02% | +908+7.7% | Added |
| Kiley Juergens Wealth Management, LLC | 12,644 | $438.4K | 0.15% | +1,800+16.6% | Added |
| Money Concepts Capital Corp | 12,642 | $438.3K | 0.04% | +317+2.6% | Added |
| Trustmark National Bank Trust Department | 12,610 | $437.2K | 0.04% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,607 | $437.1K | 0.04% | +12,607 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $436.8K | 0.11% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,596 | $436.7K | 0.05% | −33−0.3% | Reduced |
| Northwest Bancshares, Inc. | 12,551 | $435.1K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,550 | $435.0K | 0.09% | +31+0.2% | Added |
| Apexium Financial, LP | 12,533 | $434.6K | 0.03% | +12,533 | New |
| Collective Family Office LLC | 12,419 | $430.6K | 0.15% | −628−4.8% | Reduced |
| Founders Financial Alliance, LLC | 12,389 | $429.5K | 0.17% | −29−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,368 | $428.8K | 0.08% | −5,230−29.7% | Reduced |
| Aigen Investment Management, LP | 12,354 | $428.3K | 0.08% | −9,526−43.5% | Reduced |
| GAMMA Investing LLC | 11,980 | $427.7K | 0.12% | +11,980 | New |
| Elgethun Capital Management | 12,310 | $426.8K | 0.12% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 12,300 | $426.0K | 0.18% | 00.0% | Unchanged |
| AMG National Trust Bank | 12,237 | $424.3K | 0.01% | +12,237 | New |
| Deseret Mutual Benefit Administrators | 12,236 | $424.2K | 0.24% | −3,861−24.0% | Reduced |
| 9258 Wealth Management, LLC | 12,184 | $422.4K | 0.07% | +900+8.0% | Added |
| First National Trust Co | 12,183 | $422.4K | 0.02% | −267−2.1% | Reduced |
| Fagan Associates, Inc. | 12,131 | $420.6K | 0.09% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 12,055 | $417.9K | 0.12% | +492+4.3% | Added |
| Oliver Luxxe Assets LLC | 12,030 | $417.1K | 0.10% | −1,050−8.0% | Reduced |
| Patton Albertson Miller Group, LLC | 12,010 | $416.4K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12,002 | $416.1K | 0.02% | +39+0.3% | Added |
| Argyle Capital Management Inc. | 12,000 | $416.0K | 0.17% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 11,995 | $416.0K | 0.05% | +3,964+49.4% | Added |
| Tranquility Partners, LLC | 11,961 | $414.7K | 0.17% | +3,449+40.5% | Added |
| Meridian Wealth Management, LLC | 11,942 | $414.0K | 0.03% | −11,014−48.0% | Reduced |
| Quadrature Capital Ltd | 11,938 | $414.0K | 0.01% | −286,888−96.0% | Reduced |
| Harbor Group, Inc. | 11,921 | $413.3K | 0.12% | +9+0.1% | Added |
| Courier Capital LLC | 11,907 | $412.8K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,900 | $412.6K | 0.07% | +38+0.3% | Added |
| Woodward Diversified Capital, LLC | 11,885 | $412.1K | 0.26% | −253−2.1% | Reduced |
| Lynch & Associates | 11,873 | $411.6K | 0.10% | −620−5.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 11,867 | $411.4K | 0.02% | +11,867 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,841 | $411.0K | 0.21% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,792 | $408.9K | 0.14% | +39+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $407.4K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11,700 | $405.6K | 0.02% | +1,350+13.0% | Added |
| Proficio Capital Partners LLC | 11,687 | $405.2K | 0.05% | +659+6.0% | Added |
| Evergreen Capital Management LLC | 11,606 | $402.4K | 0.02% | +2,291+24.6% | Added |
| Sunpointe, LLC | 11,598 | $402.1K | 0.51% | +11,598 | New |
| First Command Advisory Services, Inc. | 11,706 | $402.0K | 0.00% | +1,135+10.7% | Added |
| Strategic Financial Services, Inc, | 11,591 | $401.9K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,585 | $401.7K | 0.02% | −235−2.0% | Reduced |
| Mayflower Financial Advisors, LLC | 11,563 | $400.9K | 0.06% | +187+1.6% | Added |
| Cornerstone Wealth Management, LLC | 11,539 | $400.0K | 0.03% | +251+2.2% | Added |
| Diversified, LLC | 11,531 | $399.8K | 0.09% | −21−0.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $399.4K | 0.10% | 00.0% | Unchanged |
| Girard Partners Ltd. | 11,434 | $396.4K | 0.04% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 11,418 | $395.9K | 0.03% | +11,418 | New |
| Bank of Hawaii | 11,400 | $395.2K | 0.02% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $395.0K | 0.05% | 00.0% | Unchanged |