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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 2,214 | $76.7K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,199 | $76.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,189 | $76.0K | 0.05% | +388+21.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,163 | $75.0K | 0.05% | −2,806−56.5% | Reduced |
| Gleason Group, Inc. | 2,163 | $75.0K | 0.02% | +7+0.3% | Added |
| WFA Asset Management Corp | 2,098 | $72.7K | 0.04% | +7+0.3% | Added |
| Mondrian Investment Partners LTD | 2,097 | $72.7K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,096 | $72.7K | 0.01% | +273+15.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $72.1K | 0.03% | +2,080 | New |
| Arcadia Investment Management Corp | 2,064 | $71.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,039 | $70.7K | 0.03% | +4+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,031 | $70.4K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,987 | $68.9K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,963 | $68.1K | 0.03% | −1,093−35.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,950 | $67.6K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,940 | $67.3K | 0.01% | −54−2.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,935 | $67.1K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,886 | $65.4K | 0.05% | +1,886 | New |
| Catalyst Capital Advisors LLC | 1,884 | $65.3K | 0.00% | +380+25.3% | Added |
| Carolinas Wealth Consulting LLC | 12,847 | $64.2K | 0.01% | +567+4.6% | Added |
| Orion Capital Management LLC | 1,839 | $63.8K | 0.04% | +9+0.5% | Added |
| Acima Private Wealth, LLC | 1,800 | $62.4K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,740 | $60.3K | 0.00% | −375−17.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,670 | $58.0K | 0.00% | −3,000−64.2% | Reduced |
| Frazier Financial Advisors, LLC | 1,640 | $56.9K | 0.05% | +1,640 | New |
| Old Point Trust & Financial Services N A | 1,639 | $56.8K | 0.02% | +1,639 | New |
| Trust Co | 1,629 | $56.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,608 | $55.8K | 0.01% | +3+0.2% | Added |
| Princeton Global Asset Management LLC | 1,600 | $55.5K | 0.01% | −354−18.1% | Reduced |
| Fairman Group, LLC | 1,600 | $55.5K | 0.05% | +1,600 | New |
| BKM Wealth Management, LLC | 1,591 | $55.2K | 0.02% | +1,591 | New |
| Versant Capital Management, Inc | 1,526 | $52.9K | 0.02% | +43+2.9% | Added |
| Webster Bank, N. A. | 1,500 | $52.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,500 | $52.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,498 | $51.9K | 0.01% | +28+1.9% | Added |
| Center for Financial Planning, Inc. | 1,480 | $51.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,381 | $47.9K | 0.01% | −251−15.4% | Reduced |
| Private Wealth Management Group, LLC | 1,240 | $43.0K | 0.02% | +1,240 | New |
| Rational Advisors LLC | 1,234 | $42.8K | 0.00% | −2,864−69.9% | Reduced |
| Annapolis Financial Services, LLC | 1,233 | $42.7K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,200 | $41.6K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,185 | $41.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,176 | $40.8K | 0.00% | +181+18.2% | Added |
| JFS Wealth Advisors, LLC | 1,129 | $39.1K | 0.00% | +50+4.6% | Added |
| Clean Yield Group | 1,129 | $39.1K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,116 | $38.7K | 0.02% | +1,116 | New |
| Operose Advisors LLC | 1,086 | $37.7K | 0.02% | −805−42.6% | Reduced |
| Pacifica Partners Inc. | 1,125 | $37.5K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,072 | $37.2K | 0.01% | +5+0.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,050 | $36.8K | 0.02% | +1,050 | New |
| Cape Investment Advisory, Inc. | 1,050 | $36.4K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,050 | $36.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,050 | $36.4K | 0.00% | +4+0.4% | Added |
| Barrett & Company, Inc. | 1,044 | $36.2K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,042 | $36.0K | 0.00% | +9+0.9% | Added |
| Avion Wealth | 1,002 | $35.0K | 0.01% | +820+450.5% | Added |
| Tortoise Investment Management, LLC | 1,005 | $34.8K | 0.00% | +1,005 | New |
| Turtle Creek Wealth Advisors, LLC | 988 | $34.3K | 0.01% | +988 | New |
| Burkett Financial Services, LLC | 986 | $34.2K | 0.02% | +986 | New |
| Cornerstone Planning Group LLC | 985 | $34.1K | 0.01% | −3−0.3% | Reduced |
| Itau Unibanco Holding S.A. | 955 | $33.1K | 0.00% | −1,109−53.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 930 | $32.2K | 0.01% | +3+0.3% | Added |
| Bellevue Asset Management, LLC | 900 | $31.2K | 0.03% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 884 | $31.0K | 0.01% | +884 | New |
| Thompson Investment Management, Inc. | 825 | $28.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 821 | $28.5K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 812 | $28.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 820 | $28.0K | 0.01% | +1+0.1% | Added |
| Life Planning Partners, Inc | 780 | $27.0K | 0.03% | +780 | New |
| Advisors Asset Management, Inc. | 775 | $26.9K | 0.00% | −618−44.4% | Reduced |
| Fortitude Family Office, LLC | 774 | $26.8K | 0.02% | +774 | New |
| Ofi Invest Asset Management | 840 | $26.4K | 0.00% | +840 | New |
| West Tower Group, LLC | 749 | $26.0K | 0.05% | +749 | New |
| Pacific Center for Financial Services | 720 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 719 | $24.0K | 0.00% | −71−9.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 688 | $23.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $23.6K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 667 | $23.1K | 0.00% | +2+0.3% | Added |
| AlphaMark Advisors, LLC | 650 | $23.0K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 645 | $22.3K | 0.04% | +645 | New |
| Ameliora Wealth Management Ltd. | 627 | $21.7K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 626 | $21.7K | 0.01% | +626 | New |
| Plato Investment Management Ltd | 606 | $21.0K | 0.03% | +606 | New |
| Pin Oak Investment Advisors Inc | 600 | $21.0K | 0.02% | +600 | New |
| Peoples Financial Services Corp. | 600 | $20.8K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 598 | $20.7K | 0.00% | −32−5.1% | Reduced |
| Wunderlich Capital Managemnt | 566 | $19.6K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 550 | $19.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 516 | $17.9K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 515 | $17.9K | 0.01% | +515 | New |
| Greenwood Gearhart Inc | 510 | $17.7K | 0.00% | +510 | New |
| Caitlin John, LLC | 485 | $16.8K | 0.01% | +485 | New |
| Kayne Anderson Rudnick Investment Management LLC | 480 | $16.7K | 0.00% | +209+77.1% | Added |
| Highlander Capital Management, LLC | 480 | $16.6K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 480 | $16.6K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 474 | $16.4K | 0.00% | +1+0.2% | Added |
| Eagle Bay Advisors LLC | 472 | $16.4K | 0.01% | −66−12.3% | Reduced |
| Bell Investment Advisors, Inc | 462 | $16.0K | 0.00% | +30+6.9% | Added |
| Nordwand Advisors, LLC | 450 | $15.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 447 | $15.5K | 0.00% | 00.0% | Unchanged |