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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 9,400 | $325.9K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9,394 | $325.7K | 0.07% | +626+7.1% | Added |
| Simon Quick Advisors, LLC | 9,383 | $325.3K | 0.03% | +53+0.6% | Added |
| Verdence Capital Advisors LLC | 9,347 | $324.1K | 0.03% | +112+1.2% | Added |
| Fortress Wealth Group, LLC | 9,342 | $324.1K | 0.19% | +1,178+14.4% | Added |
| RB Capital Management, LLC | 9,344 | $324.0K | 0.09% | +10.0% | Added |
| Ironwood Investment Counsel, LLC | 9,330 | $323.5K | 0.06% | +10.0% | Added |
| Atomi Financial Group, Inc. | 9,265 | $321.2K | 0.04% | +9,265 | New |
| Balyasny Asset Management LLC | 9,260 | $321.0K | 0.00% | −4,446,410−99.8% | Reduced |
| Lifeworks Advisors, LLC | 9,257 | $320.9K | 0.11% | −469−4.8% | Reduced |
| TrueWealth Advisors, LLC | 9,242 | $320.4K | 0.12% | −179−1.9% | Reduced |
| Hanson & Doremus Investment Management | 9,240 | $320.0K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9,219 | $319.6K | 0.06% | +64+0.7% | Added |
| Glassman Wealth Services | 9,209 | $319.3K | 0.05% | −23−0.2% | Reduced |
| Farmers National Bank | 9,127 | $316.4K | 0.10% | −1,317−12.6% | Reduced |
| Penserra Capital Management LLC | 9,144 | $316.0K | 0.01% | −2,090−18.6% | Reduced |
| Guidance Capital, Inc | 9,126 | $315.9K | 0.13% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 9,096 | $315.4K | 0.19% | +9,096 | New |
| Covenant Partners, LLC | 9,043 | $313.5K | 0.10% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 8,996 | $311.9K | 0.01% | 00.0% | Unchanged |
| IFG Advisors, LLC | 8,976 | $311.2K | 0.09% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8,979 | $310.0K | 0.05% | +99+1.1% | Added |
| Lakeview Capital Partners, LLC | 8,934 | $309.7K | 0.05% | −132−1.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,913 | $309.0K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 8,889 | $308.2K | 0.01% | −64−0.7% | Reduced |
| Wealth Effects LLC | 8,877 | $307.8K | 0.12% | +231+2.7% | Added |
| HHM Wealth Advisors, LLC | 8,826 | $306.0K | 0.05% | −1,200−12.0% | Reduced |
| Day & Ennis, LLC | 8,816 | $305.7K | 0.11% | −575−6.1% | Reduced |
| LexAurum Advisors, LLC | 8,813 | $305.6K | 0.08% | +5+0.1% | Added |
| Knollwood Investment Advisory, LLC | 8,807 | $305.3K | 0.06% | +8,807 | New |
| Drive Wealth Management, LLC | 8,790 | $304.8K | 0.10% | +166+1.9% | Added |
| Warren Street Wealth Advisors, LLC | 8,789 | $304.7K | 0.17% | +249+2.9% | Added |
| L2 Asset Management, LLC | 8,785 | $304.6K | 0.13% | +8,733+16,794.2% | Added |
| Mattern Wealth Management LLC | 8,784 | $304.5K | 0.08% | 00.0% | Unchanged |
| Capital Advisors Inc | 8,749 | $303.3K | 0.01% | +8,749 | New |
| Mather Group, LLC. | 8,742 | $303.1K | 0.00% | −114−1.3% | Reduced |
| Allred Capital Management, LLC | 8,700 | $301.6K | 0.13% | +7+0.1% | Added |
| OneAscent Wealth Management LLC | 8,694 | $301.0K | 0.12% | −371−4.1% | Reduced |
| PFG Investments, LLC | 8,681 | $301.0K | 0.06% | −159−1.8% | Reduced |
| Colonial Trust Advisors | 8,680 | $300.9K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 8,649 | $299.9K | 0.01% | −628−6.8% | Reduced |
| FSM Wealth Advisors, LLC | 8,639 | $299.5K | 0.13% | +75+0.9% | Added |
| Davis Capital Management | 8,637 | $299.4K | 0.29% | +8,637 | New |
| Invenio Wealth Partners LLC | 8,625 | $299.0K | 0.22% | −720−7.7% | Reduced |
| Advisors Capital Management, LLC | 8,625 | $299.0K | 0.01% | −5−0.1% | Reduced |
| Eagle Wealth Strategies LLC | 8,537 | $296.0K | 0.18% | +8,537 | New |
| Bullseye Investment Management, LLC | 8,521 | $295.4K | 0.19% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,513 | $295.1K | 0.05% | −60−0.7% | Reduced |
| Live Oak Private Wealth LLC | 8,510 | $295.0K | 0.06% | 00.0% | Unchanged |
| Allstate Corp | 8,504 | $294.8K | 0.02% | −858−9.2% | Reduced |
| Norris Perne & French LLP | 8,486 | $294.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 8,467 | $293.6K | 0.04% | +49+0.6% | Added |
| Borer Denton & Associates, Inc. | 8,439 | $292.6K | 0.11% | 00.0% | Unchanged |
| Riverwater Partners LLC | 8,432 | $292.3K | 0.23% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 8,425 | $292.1K | 0.18% | +8,425 | New |
| Centaurus Financial, Inc. | 8,414 | $292.0K | 0.02% | −14,650−63.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $291.2K | 0.18% | 00.0% | Unchanged |
| Norway Savings Bank | 8,400 | $291.2K | 0.13% | +900+12.0% | Added |
| Cutter & CO Brokerage, Inc. | 8,396 | $291.1K | 0.08% | −3,709−30.6% | Reduced |
| Modern Wealth Management, LLC | 8,367 | $290.1K | 0.04% | +8,367 | New |
| Verus Financial Partners, Inc. | 8,192 | $289.9K | 0.04% | −6,900−45.7% | Reduced |
| Roberts Glore & Co Inc | 8,331 | $288.8K | 0.09% | −50−0.6% | Reduced |
| CIC Wealth, LLC | 8,265 | $286.5K | 0.09% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 8,264 | $286.5K | 0.25% | +8,264 | New |
| CGC Financial Services, LLC | 8,245 | $285.8K | 0.13% | +27+0.3% | Added |
| Oak Thistle LLC | 8,220 | $285.0K | 0.08% | +8,220 | New |
| Tyche Wealth Partners LLC | 8,210 | $284.6K | 0.07% | +8,210 | New |
| Whittier Trust Co of Nevada Inc | 8,211 | $284.6K | 0.01% | −295−3.5% | Reduced |
| FDx Advisors, Inc. | 8,133 | $282.0K | 0.02% | −275−3.3% | Reduced |
| Sage Mountain Advisors LLC | 8,081 | $280.2K | 0.03% | +490+6.5% | Added |
| Regent Peak Wealth Advisors LLC | 8,071 | $279.8K | 0.08% | −71−0.9% | Reduced |
| Charles Schwab Trust Co | 8,039 | $278.7K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8,034 | $278.5K | 0.10% | +5,071+171.1% | Added |
| Geller Advisors LLC | 8,027 | $278.3K | 0.03% | +40.0% | Added |
| Main Street Group, LTD | 8,015 | $277.9K | 0.10% | +8,015 | New |
| Tilt Investment Management Holdings, PBC | 7,994 | $277.2K | 0.30% | −3,056−27.7% | Reduced |
| Berkshire Asset Management LLC | 7,974 | $276.5K | 0.02% | −10,211−56.2% | Reduced |
| Holistic Financial Partners | 7,953 | $275.7K | 0.17% | +257+3.3% | Added |
| Crescent Grove Advisors, LLC | 7,951 | $275.7K | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,951 | $275.7K | 0.13% | 00.0% | Unchanged |
| Norden Group LLC | 7,947 | $275.5K | 0.05% | +7,947 | New |
| Altshuler Shaham Ltd | 7,942 | $275.3K | 0.02% | −2,238−22.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $275.1K | 0.06% | 00.0% | Unchanged |
| Exchange Bank | 7,933 | $275.0K | 0.24% | 00.0% | Unchanged |
| New Capital Management LP | 7,884 | $273.3K | 0.09% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,843 | $271.9K | 0.02% | −651−7.7% | Reduced |
| EverSource Wealth Advisors, LLC | 7,812 | $270.8K | 0.02% | +244+3.2% | Added |
| Broderick Brian C | 7,800 | $270.4K | 0.07% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 7,710 | $267.7K | 0.13% | −657−7.9% | Reduced |
| Heritage Trust Co | 7,697 | $266.9K | 0.04% | +395+5.4% | Added |
| Southland Equity Partners LLC | 7,683 | $266.4K | 0.08% | −48−0.6% | Reduced |
| Willner & Heller, LLC | 7,658 | $265.5K | 0.30% | +7,658 | New |
| Compass Financial Group, INC | 7,646 | $265.1K | 0.07% | +10.0% | Added |
| Signet Financial Management, LLC | 7,638 | $264.8K | 0.04% | −1,507−16.5% | Reduced |
| SageView Advisory Group, LLC | 7,374 | $264.4K | 0.01% | +858+13.2% | Added |
| Grimes & Company, Inc. | 7,620 | $264.2K | 0.01% | +7,620 | New |
| LMG Wealth Partners, LLC | 7,613 | $263.9K | 0.07% | −262−3.3% | Reduced |
| Capital Square, LLC | 7,600 | $263.5K | 0.30% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,593 | $263.3K | 0.02% | −346−4.4% | Reduced |
| Wela Strategies, Inc. | 7,569 | $262.4K | 0.14% | +75+1.0% | Added |