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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 11,390 | $395.0K | 0.16% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11,386 | $394.8K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,375 | $394.4K | 0.02% | −1,200−9.5% | Reduced |
| Sage Private Wealth Group, LLC | 11,370 | $394.2K | 0.35% | +2,227+24.4% | Added |
| Kaydan Wealth Management, Inc. | 11,349 | $393.5K | 0.16% | 00.0% | Unchanged |
| Tufton Capital Management | 11,340 | $393.2K | 0.08% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $393.1K | 0.23% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $391.4K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $391.3K | 0.07% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 11,279 | $391.0K | 0.34% | −22,345−66.5% | Reduced |
| Frisch Financial Group, Inc. | 11,264 | $391.0K | 0.15% | +11,264 | New |
| Formidable Asset Management, LLC | 11,235 | $389.5K | 0.08% | −1,000−8.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 11,229 | $389.3K | 0.23% | +133+1.2% | Added |
| TriaGen Wealth Management LLC | 11,224 | $389.1K | 0.19% | 00.0% | Unchanged |
| Westmount Partners, LLC | 11,202 | $388.4K | 0.16% | +35+0.3% | Added |
| Mutual Advisors, LLC | 11,176 | $387.5K | 0.01% | +2,000+21.8% | Added |
| David Loasby | 11,176 | $386.9K | 0.04% | +512+4.8% | Added |
| Marion Wealth Management | 11,100 | $384.8K | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $384.8K | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 11,086 | $383.8K | 0.08% | −2,519−18.5% | Reduced |
| Credential Qtrade Securities Inc. | 11,062 | $383.5K | 0.02% | +2,316+26.5% | Added |
| Garner Asset Management Corp | 10,400 | $383.0K | 0.19% | −560−5.1% | Reduced |
| Dakota Wealth Management | 11,033 | $382.5K | 0.01% | +1,070+10.7% | Added |
| Altfest L J & Co Inc | 11,005 | $382.0K | 0.06% | +1,324+13.7% | Added |
| Graypoint LLC | 11,010 | $381.7K | 0.03% | +1,206+12.3% | Added |
| Symmetry Investments LP | 10,964 | $380.1K | 0.07% | +10,964 | New |
| Beech Hill Advisors, Inc. | 10,933 | $379.0K | 0.18% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10,902 | $378.0K | 0.17% | +2,952+37.1% | Added |
| Financial Strategies Group, Inc. | 10,952 | $376.6K | 0.11% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,815 | $374.9K | 0.13% | +10,815 | New |
| CM Wealth Advisors LLC | 10,800 | $374.4K | 0.16% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 10,797 | $374.3K | 0.05% | −117−1.1% | Reduced |
| River & Mercantile Asset Management LLP | 10,754 | $372.9K | 0.07% | +10,754 | New |
| Lake Street Financial LLC | 10,754 | $372.8K | 0.06% | +76+0.7% | Added |
| Gradient Investments LLC | 10,707 | $371.2K | 0.01% | −13−0.1% | Reduced |
| Kinloch Capital, LLC | 10,692 | $370.7K | 0.24% | 00.0% | Unchanged |
| Teza Capital Management LLC | 10,682 | $370.3K | 0.06% | +10,682 | New |
| Connors Investor Services Inc | 10,685 | $370.0K | 0.04% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,668 | $370.0K | 0.02% | +10,668 | New |
| Clear Creek Financial Management, LLC | 10,659 | $369.5K | 0.06% | +3,013+39.4% | Added |
| Kozak & Associates, Inc. | 10,590 | $367.9K | 0.12% | +34+0.3% | Added |
| Epoch Investment Partners, Inc. | 10,610 | $367.8K | 0.00% | −858−7.5% | Reduced |
| Logan Capital Management Inc | 10,592 | $367.2K | 0.02% | −6,258−37.1% | Reduced |
| AIA Group Ltd | 10,573 | $366.6K | 0.02% | +3,336+46.1% | Added |
| PDS Planning, Inc | 10,556 | $366.0K | 0.04% | +2,235+26.9% | Added |
| Qsemble Capital Management, LP | 10,547 | $365.7K | 0.09% | +10,547 | New |
| Sentry Investment Management LLC | 10,518 | $365.0K | 0.16% | −1,130−9.7% | Reduced |
| Chicago Partners Investment Group LLC | 10,611 | $364.9K | 0.02% | +1,076+11.3% | Added |
| Goelzer Investment Management, Inc. | 10,523 | $364.8K | 0.02% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 10,505 | $364.2K | 0.18% | −410−3.8% | Reduced |
| Sound Income Strategies, LLC | 10,495 | $363.9K | 0.03% | −220−2.1% | Reduced |
| Chronos Wealth Management, LLC | 10,445 | $362.1K | 0.23% | −3,200−23.5% | Reduced |
| Barlow Wealth Partners, Inc. | 10,402 | $360.6K | 0.05% | +10,402 | New |
| Levin Capital Strategies, L.P. | 10,392 | $360.3K | 0.04% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,368 | $359.5K | 0.12% | 00.0% | Unchanged |
| DRW Securities, LLC | 10,367 | $359.4K | 0.01% | −537−4.9% | Reduced |
| Skopos Labs, Inc. | 10,352 | $358.9K | 0.17% | +10,352 | New |
| Paragon Wealth Strategies, LLC | 10,344 | $358.6K | 0.10% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 10,312 | $357.5K | 0.04% | +140+1.4% | Added |
| Concord Wealth Partners | 10,290 | $356.7K | 0.07% | −291−2.8% | Reduced |
| NFJ Investment Group, LLC | 10,286 | $356.6K | 0.01% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 10,260 | $355.7K | 0.34% | +10,260 | New |
| Central Trust Co | 10,153 | $352.0K | 0.01% | −156−1.5% | Reduced |
| King Luther Capital Management Corp | 10,146 | $351.8K | 0.00% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,146 | $351.8K | 0.19% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,400 | $350.6K | 0.03% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 10,100 | $350.2K | 0.38% | −31,800−75.9% | Reduced |
| Morningstar Investment Services LLC | 9,975 | $347.0K | 0.00% | +9,975 | New |
| Quintet Private Bank (Europe) S.A. | 10,000 | $346.7K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 9,999 | $346.7K | 0.03% | +4,606+85.4% | Added |
| Glen Eagle Advisors, LLC | 9,998 | $346.6K | 0.07% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,989 | $346.3K | 0.00% | −712−6.7% | Reduced |
| WNY Asset Management, LLC | 9,933 | $344.4K | 0.06% | −580−5.5% | Reduced |
| Strategic Blueprint, LLC | 9,928 | $344.2K | 0.03% | −260−2.6% | Reduced |
| IMS Capital Management | 9,926 | $344.1K | 0.17% | +300+3.1% | Added |
| McClarren Financial Advisors, Inc. | 9,919 | $344.0K | 0.26% | +1,861+23.1% | Added |
| KPP Advisory Services LLC | 9,918 | $343.9K | 0.30% | −69−0.7% | Reduced |
| Austin Private Wealth, LLC | 9,908 | $343.5K | 0.04% | −148−1.5% | Reduced |
| West Branch Capital LLC | 9,890 | $342.9K | 0.16% | +30+0.3% | Added |
| Tiemann Investment Advisors, LLC | 9,885 | $342.7K | 0.17% | +150+1.5% | Added |
| Schechter Investment Advisors, LLC | 9,884 | $342.7K | 0.03% | −20.0% | Reduced |
| Estabrook Capital Management | 9,875 | $342.4K | 0.06% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 9,869 | $342.2K | 0.08% | +889+9.9% | Added |
| Cyndeo Wealth Partners, LLC | 9,819 | $340.4K | 0.03% | −20−0.2% | Reduced |
| Curran Financial Partners, LLC | 9,890 | $340.1K | 0.13% | −408−4.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 9,751 | $338.1K | 0.25% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 9,750 | $338.0K | 0.08% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 9,689 | $335.9K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,680 | $335.6K | 0.07% | +234+2.5% | Added |
| Malaga Cove Capital, LLC | 9,658 | $334.8K | 0.14% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 9,628 | $333.8K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,626 | $333.8K | 0.02% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 9,548 | $332.0K | 0.01% | +9,548 | New |
| Oak Hill Wealth Advisors, LLC | 9,575 | $332.0K | 0.11% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 9,568 | $331.7K | 0.11% | −46,423−82.9% | Reduced |
| Ameritas Advisory Services, LLC | 9,340 | $329.4K | 0.02% | +2,545+37.5% | Added |
| Forte Capital LLC | 9,480 | $328.7K | 0.04% | 00.0% | Unchanged |
| Ascent Group, LLC | 8,910 | $328.5K | 0.03% | +8,910 | New |
| Sittner & Nelson, LLC | 9,465 | $328.2K | 0.18% | +310+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,436 | $327.1K | 0.08% | +9,436 | New |