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 |
|---|---|---|---|---|---|
| Summit Asset Management, LLC | 6,286 | $217.9K | 0.05% | +6,286 | New |
| ZWJ Investment Counsel Inc | 6,265 | $217.2K | 0.01% | −584−8.5% | Reduced |
| Charter Research & Investment Group, Inc. | 6,264 | $217.2K | 0.18% | +6,264 | New |
| Front Row Advisors LLC | 6,240 | $216.3K | 0.10% | −1,180−15.9% | Reduced |
| Systematic Portfolios LLC | 6,237 | $216.2K | 0.65% | +6,237 | New |
| Atlas Capital Advisors LLC | 6,207 | $215.2K | 0.03% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 6,200 | $215.0K | 0.05% | +6,200 | New |
| Burke & Herbert Bank & Trust Co | 6,196 | $214.8K | 0.15% | +6,196 | New |
| Delta Financial Group, Inc. | 6,173 | $214.0K | 0.07% | +6,173 | New |
| Principal Street Partners, LLC | 6,172 | $214.0K | 0.05% | +6,172 | New |
| Continental Investors Services, Inc. | 6,163 | $213.7K | 0.56% | +6,163 | New |
| Schneider Downs Wealth Management Advisors, LP | 6,135 | $212.7K | 0.06% | +6,135 | New |
| Lakeridge Wealth Management LLC | 6,130 | $212.5K | 0.15% | +6,130 | New |
| BSW Wealth Partners | 6,103 | $211.6K | 0.04% | +6,103 | New |
| CVA Family Office, LLC | 6,092 | $211.2K | 0.04% | +6,092 | New |
| Emerald Advisors, LLC | 6,081 | $210.8K | 0.04% | +6,081 | New |
| Voya Financial Advisors, Inc. | 6,067 | $210.8K | 0.03% | +6,067 | New |
| TCWP LLC | 6,076 | $210.7K | 0.60% | +6,076 | New |
| Crawford Investment Counsel Inc | 6,075 | $210.6K | 0.00% | +6,075 | New |
| Lloyd Advisory Services, LLC. | 6,071 | $210.5K | 0.10% | +6,071 | New |
| Fortis Group Advisors, LLC | 6,030 | $209.1K | 0.05% | +3,015+100.0% | Added |
| Patron Partners Advisors, LLC | 6,011 | $208.4K | 0.14% | +6,011 | New |
| Crestwood Advisors Group LLC | 6,008 | $208.3K | 0.00% | −1,119−15.7% | Reduced |
| TFG Advisers LLC | 6,006 | $208.2K | 0.09% | −955−13.7% | Reduced |
| Heartwood Wealth Advisors LLC | 6,005 | $208.2K | 0.03% | +6,005 | New |
| Montgomery Investment Management Inc | 6,000 | $208.0K | 0.06% | +6,000 | New |
| Eqis Capital Management, Inc. | 6,000 | $208.0K | 0.02% | −896−13.0% | Reduced |
| JT Stratford LLC | 5,986 | $207.5K | 0.05% | +5,986 | New |
| Financial Advisory Group | 5,982 | $207.4K | 0.04% | +5,982 | New |
| First Personal Financial Services | 5,955 | $206.5K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 5,951 | $206.3K | 0.02% | +5,951 | New |
| Great Diamond Partners, LLC | 5,941 | $206.0K | 0.05% | +5,941 | New |
| TCG Advisory Services, LLC | 5,934 | $205.7K | 0.01% | +5,934 | New |
| Brendel Financial Advisors LLC | 5,922 | $205.0K | 0.13% | +5,922 | New |
| Willow Creek Wealth Management Inc. | 5,858 | $203.1K | 0.03% | +5,858 | New |
| Financial Advisory Service, Inc. | 5,858 | $203.1K | 0.02% | +5,858 | New |
| Wade G W & Inc | 5,862 | $203.0K | 0.01% | +5,862 | New |
| Financial Advocates Investment Management | 5,837 | $202.4K | 0.01% | −4,036−40.9% | Reduced |
| Chesley Taft & Associates LLC | 5,800 | $201.1K | 0.01% | −1,500−20.5% | Reduced |
| Alta Advisers Ltd | 5,800 | $201.1K | 0.11% | 00.0% | Unchanged |
| JB Capital LLC | 5,769 | $200.0K | 0.01% | +5,769 | New |
| Tradition Wealth Management, LLC | 5,756 | $200.0K | 0.02% | −113−1.9% | Reduced |
| Quent Capital, LLC | 5,581 | $193.5K | 0.03% | −301−5.1% | Reduced |
| Larson Financial Group LLC | 5,443 | $188.7K | 0.02% | −391−6.7% | Reduced |
| Paladin Advisory Group, LLC | 5,387 | $186.8K | 0.15% | −208−3.7% | Reduced |
| Truvestments Capital LLC | 5,267 | $182.6K | 0.08% | +17+0.3% | Added |
| Strategic Investment Solutions, Inc. | 5,101 | $176.8K | 0.03% | −31,774−86.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,000 | $174.0K | 0.08% | −2,450−32.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,927 | $170.8K | 0.09% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 4,908 | $170.5K | 0.00% | +4,908 | New |
| Salomon & Ludwin, LLC | 5,373 | $165.2K | 0.02% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 4,707 | $163.2K | 0.02% | +4,707 | New |
| Perritt Capital Management Inc | 4,514 | $156.5K | 0.09% | +14+0.3% | Added |
| Slocum, Gordon & Co LLP | 4,500 | $156.0K | 0.14% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,455 | $154.5K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,350 | $150.8K | 0.06% | 00.0% | Unchanged |
| AJOVista, LLC | 4,287 | $148.6K | 0.19% | +4,287 | New |
| ZRC Wealth Management, LLC | 4,734 | $145.6K | 0.09% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,050 | $145.2K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4,148 | $143.8K | 0.04% | −46−1.1% | Reduced |
| Chelsea Counsel Co | 4,100 | $142.1K | 0.08% | +4,100 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,072 | $141.2K | 0.01% | +1,164+40.0% | Added |
| Custom Portfolio Group LLC | 4,035 | $139.9K | 0.12% | +4,035 | New |
| Tennessee Valley Asset Management Partners | 4,005 | $138.9K | 0.04% | +4,005 | New |
| China Universal Asset Management Co., Ltd. | 3,939 | $136.6K | 0.03% | −3,537−47.3% | Reduced |
| Core Alternative Capital | 3,913 | $135.6K | 0.02% | +671+20.7% | Added |
| Farther Finance Advisors, LLC | 3,807 | $132.0K | 0.01% | +2,188+135.1% | Added |
| Union Savings Bank | 3,800 | $131.7K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,715 | $128.8K | 0.00% | −3,699−49.9% | Reduced |
| State of Wyoming | 3,649 | $126.5K | 0.02% | −5,912−61.8% | Reduced |
| TD Capital Management LLC | 3,645 | $126.4K | 0.01% | +3,645 | New |
| Front Street Capital Management, Inc. | 3,593 | $125.0K | 0.02% | +2+0.1% | Added |
| Bruce G. Allen Investments, LLC | 3,573 | $123.9K | 0.11% | +3,573 | New |
| Hexagon Capital Partners LLC | 3,562 | $123.5K | 0.03% | +182+5.4% | Added |
| REAP Financial Group, LLC | 3,425 | $118.7K | 0.03% | +3,425 | New |
| Financial Management Professionals, Inc. | 3,387 | $117.0K | 0.02% | −164−4.6% | Reduced |
| Lee Financial Co | 3,366 | $116.7K | 0.02% | −150−4.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,333 | $115.6K | 0.01% | −1,786−34.9% | Reduced |
| McIlrath & Eck, LLC | 3,269 | $113.3K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,193 | $110.7K | 0.00% | −4,529−58.7% | Reduced |
| Trifecta Capital Advisors, LLC | 3,117 | $108.1K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,027 | $105.0K | 0.06% | +7+0.2% | Added |
| Rockbridge Investment Management, LCC | 3,018 | $104.6K | 0.02% | +3,018 | New |
| NewSquare Capital LLC | 3,000 | $104.0K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,000 | $104.0K | 0.08% | +3,000 | New |
| DiNuzzo Private Wealth, Inc. | 2,901 | $100.6K | 0.01% | +2,901 | New |
| Richardson Financial Services Inc. | 2,893 | $100.3K | 0.09% | +2,893 | New |
| Dunhill Financial, LLC | 2,871 | $99.5K | 0.09% | +2,871 | New |
| MV Capital Management, Inc. | 2,846 | $98.7K | 0.01% | +189+7.1% | Added |
| One River Asset Management, LLC | 2,807 | $97.3K | 0.03% | −1,501−34.8% | Reduced |
| Washington Trust Advisors, Inc. | 2,760 | $95.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,754 | $95.5K | 0.04% | −310−10.1% | Reduced |
| Atlantic Trust, LLC | 2,695 | $93.4K | 0.03% | +9+0.3% | Added |
| ORG Partners LLC | 2,597 | $90.0K | 0.02% | −890−25.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,541 | $88.1K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 2,532 | $87.8K | 0.05% | −123−4.6% | Reduced |
| Capital Advisors, Ltd. LLC | 2,427 | $84.0K | 0.01% | +66+2.8% | Added |
| Baystate Wealth Management LLC | 2,420 | $83.9K | 0.01% | +157+6.9% | Added |
| Key Financial Inc | 2,343 | $81.2K | 0.02% | −50−2.1% | Reduced |
| Leonteq Securities AG | 2,294 | $79.5K | 0.01% | −5,351−70.0% | Reduced |