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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 7,566 | $262.3K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,565 | $262.3K | 0.11% | +30+0.4% | Added |
| Court Place Advisors, LLC | 7,554 | $261.9K | 0.09% | −450−5.6% | Reduced |
| CoreFirst Bank & Trust | 7,549 | $261.7K | 0.17% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 7,568 | $261.6K | 0.09% | +7,568 | New |
| IVC Wealth Advisors LLC | 7,519 | $260.7K | 0.16% | −1,500−16.6% | Reduced |
| Cozad Asset Management Inc | 7,509 | $260.3K | 0.03% | −150−2.0% | Reduced |
| Obsidian Personal Planning Solutions LLC | 7,503 | $260.1K | 0.20% | +7,503 | New |
| Two Sigma Securities, LLC | 7,501 | $260.1K | 0.01% | −26,828−78.1% | Reduced |
| Meridian Wealth Advisors, LLC | 7,500 | $260.0K | 0.06% | −200−2.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,500 | $260.0K | 0.24% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,470 | $259.0K | 0.05% | +10.0% | Added |
| HCR Wealth Advisors | 7,446 | $258.2K | 0.04% | +414+5.9% | Added |
| Thomasville National Bank | 7,443 | $258.0K | 0.02% | 00.0% | Unchanged |
| Truepoint, Inc. | 7,441 | $258.0K | 0.01% | −3,808−33.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 7,421 | $257.3K | 0.10% | +7,421 | New |
| Smith, Moore & Co. | 7,416 | $257.1K | 0.03% | +12+0.2% | Added |
| KCM Investment Advisors LLC | 7,412 | $257.0K | 0.01% | −1,016−12.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,409 | $256.9K | 0.05% | +242+3.4% | Added |
| Carderock Capital Management Inc | 7,400 | $256.6K | 0.07% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 7,353 | $254.9K | 0.03% | +7,353 | New |
| Klingman & Associates, LLC | 7,329 | $254.1K | 0.02% | −81−1.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,325 | $254.0K | 0.02% | −1,606−18.0% | Reduced |
| Ridgewood Investments LLC | 7,322 | $253.8K | 0.15% | −52−0.7% | Reduced |
| West Wealth Group, LLC | 7,321 | $253.8K | 0.10% | +23+0.3% | Added |
| Broadwater Capital Management LLC | 7,245 | $251.2K | 0.20% | +7,245 | New |
| Empower Advisory Group, LLC | 7,239 | $251.0K | 0.00% | −5,353−42.5% | Reduced |
| NFP Retirement, Inc. | 7,235 | $250.8K | 0.04% | +7,235 | New |
| Northstar Advisory Group, LLC | 7,234 | $250.8K | 0.15% | +7,234 | New |
| Smith Anglin Financial, LLC | 7,227 | $250.6K | 0.03% | +21+0.3% | Added |
| Lannebo Fonder AB | 7,200 | $250.0K | 0.03% | +7,200 | New |
| SNS Financial Group, LLC | 7,207 | $249.9K | 0.03% | +52+0.7% | Added |
| Papp L Roy & Associates | 7,200 | $249.6K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $249.6K | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $249.6K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7,200 | $249.6K | 0.03% | +7,200 | New |
| Fairhaven Wealth Management, LLC | 7,194 | $249.4K | 0.09% | +10+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 7,183 | $249.0K | 0.13% | +20.0% | Added |
| Creative Financial Designs Inc | 7,150 | $247.9K | 0.03% | +248+3.6% | Added |
| Braun-Bostich & Associates Inc. | 7,127 | $247.1K | 0.22% | +7,127 | New |
| Advisor OS, LLC | 7,124 | $247.0K | 0.03% | −2,437−25.5% | Reduced |
| Douglas Lane & Associates, LLC | 7,103 | $246.3K | 0.00% | −200−2.7% | Reduced |
| Oxford Financial Group Ltd | 7,100 | $246.2K | 0.02% | +66+0.9% | Added |
| Patten & Patten Inc | 7,060 | $244.8K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 7,044 | $244.2K | 0.09% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,052 | $244.0K | 0.16% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,035 | $243.9K | 0.08% | −954−11.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,020 | $243.4K | 0.00% | 00.0% | Unchanged |
| Barr E S & Co | 7,000 | $242.7K | 0.02% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 6,994 | $242.5K | 0.03% | +20.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,959 | $241.3K | 0.01% | +21+0.3% | Added |
| White Pine Capital LLC | 6,950 | $241.0K | 0.09% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,910 | $239.6K | 0.08% | −28−0.4% | Reduced |
| Harbour Investments, Inc. | 6,903 | $239.3K | 0.01% | +722+11.7% | Added |
| New Potomac Partners, LLC | 6,902 | $239.3K | 0.14% | +6,902 | New |
| Madison Asset Management, LLC | 6,888 | $238.8K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 6,887 | $238.8K | 0.07% | 00.0% | Unchanged |
| Avestar Capital, LLC | 6,858 | $237.8K | 0.03% | +6,858 | New |
| Mirova | 6,853 | $237.6K | 0.05% | −420−5.8% | Reduced |
| Childress Capital Advisors, LLC | 6,843 | $237.2K | 0.07% | +6,843 | New |
| Bridgeworth, LLC | 6,826 | $236.7K | 0.02% | −22−0.3% | Reduced |
| International Assets Investment Management, LLC | 6,787 | $235.3K | 0.03% | −254−3.6% | Reduced |
| Spreng Capital Management, Inc. | 6,750 | $234.0K | 0.15% | −181−2.6% | Reduced |
| NBC Securities, Inc. | 6,760 | $234.0K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,735 | $233.5K | 0.05% | −299−4.3% | Reduced |
| Buckingham Strategic Partners | 6,705 | $232.5K | 0.01% | −1,046−13.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $232.3K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,690 | $231.9K | 0.06% | −60−0.9% | Reduced |
| Middleton & Co Inc | 6,675 | $231.4K | 0.03% | −700−9.5% | Reduced |
| Allegheny Financial Group LTD | 6,667 | $231.1K | 0.07% | +6,667 | New |
| Red Wave Investments LLC | 6,643 | $230.3K | 0.09% | −40−0.6% | Reduced |
| Alpine Global Management, LLC | 6,627 | $229.8K | 0.06% | +6,627 | New |
| ICA Group Wealth Management, LLC | 6,626 | $229.7K | 0.05% | −195−2.9% | Reduced |
| Atlas Brown,Inc. | 6,619 | $229.5K | 0.10% | +30.0% | Added |
| Baldwin Investment Management, LLC | 6,597 | $228.7K | 0.04% | +90+1.4% | Added |
| Quadrant Private Wealth Management, LLC | 6,593 | $228.6K | 0.06% | +6,593 | New |
| Berger Financial Group, Inc | 6,577 | $228.0K | 0.02% | −468−6.6% | Reduced |
| LongView Wealth Management | 6,584 | $227.9K | 0.10% | +6,584 | New |
| Guardian Wealth Advisors, LLC | 6,560 | $227.4K | 0.03% | −1,070−14.0% | Reduced |
| Oracle Alpha Inc. | 6,553 | $227.2K | 0.29% | +6,553 | New |
| Resolute Wealth Strategies, LLC | 6,535 | $226.6K | 0.15% | −89−1.3% | Reduced |
| Kowal Investment Group, LLC | 6,533 | $226.5K | 0.05% | +6,533 | New |
| Moneywise, Inc. | 6,518 | $226.0K | 0.13% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 6,510 | $225.7K | 0.07% | −1,604−19.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,484 | $224.8K | 0.04% | −300−4.4% | Reduced |
| Stanley-Laman Group, Ltd. | 6,458 | $223.9K | 0.03% | +6,458 | New |
| Old Second National Bank of Aurora | 6,450 | $223.6K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,416 | $222.4K | 0.02% | +6,416 | New |
| Romano Brothers and Company | 6,411 | $222.3K | 0.03% | +6,411 | New |
| Zions Bancorporation, N.A. | 6,374 | $221.0K | 0.02% | −1,540−19.5% | Reduced |
| Bill Few Associates, Inc. | 6,363 | $220.6K | 0.10% | +6,363 | New |
| Widmann Financial Services, Inc. | 6,355 | $220.3K | 0.20% | +6,355 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,353 | $220.3K | 0.02% | −10,642−62.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $219.3K | 0.02% | +6,325 | New |
| American Institute for Advanced Investment Management, LLP | 6,320 | $219.1K | 0.19% | −750−10.6% | Reduced |
| Beaton Management Co. Inc. | 6,315 | $219.0K | 0.13% | −240−3.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,134 | $219.0K | 0.00% | −235−3.7% | Reduced |
| Pathway Financial Advisors LLC | 6,312 | $218.8K | 0.06% | +6,312 | New |
| Seven Eight Capital, LP | 6,308 | $218.7K | 0.03% | −37,522−85.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 6,295 | $218.2K | 0.09% | +6,295 | New |