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 |
|---|---|---|---|---|---|
| Game Plan Financial Advisors, LLC | 443 | $15.4K | 0.01% | +443 | New |
| Signature Resources Capital Management, LLC | 411 | $14.2K | 0.01% | +411 | New |
| FinTrust Capital Advisors, LLC | 402 | $13.9K | 0.00% | −1,109−73.4% | Reduced |
| Monetary Management Group Inc | 400 | $13.9K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 396 | $13.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 393 | $13.6K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 383 | $13.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 363 | $13.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 374 | $13.0K | 0.01% | +142+61.2% | Added |
| O'Dell Group, LLC | 372 | $12.9K | 0.00% | +372 | New |
| PSI Advisors, LLC | 371 | $12.8K | 0.00% | +1+0.3% | Added |
| Tyler-Stone Wealth Management | 360 | $12.5K | 0.01% | +360 | New |
| Rise Advisors, LLC | 351 | $12.2K | 0.01% | +1+0.3% | Added |
| Investors Research Corp | 342 | $11.9K | 0.00% | +135+65.2% | Added |
| Creative Capital Management Investments LLC | 340 | $11.8K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 336 | $11.7K | 0.01% | +1+0.3% | Added |
| Sachetta, LLC | 325 | $11.3K | 0.01% | +325 | New |
| Transcendent Capital Group LLC | 325 | $11.3K | 0.01% | +325 | New |
| Syntax Research, Inc. | 324 | $11.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 362 | $11.1K | 0.00% | 00.0% | Unchanged |
| Motco | 321 | $11.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 320 | $11.1K | 0.00% | −24−7.0% | Reduced |
| Insight Financial Services | 315 | $10.9K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 313 | $10.9K | 0.00% | +313 | New |
| Partnership Wealth Management, LLC | 300 | $10.7K | 0.01% | +300 | New |
| Valued Wealth Advisors LLC | 344 | $10.6K | 0.01% | +344 | New |
| Northwest Capital Management Inc | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 270 | $9.36K | 0.00% | +270 | New |
| HighMark Wealth Management LLC | 268 | $9.29K | 0.01% | +22+8.9% | Added |
| Arrow Financial Corp | 252 | $8.74K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 234 | $8.11K | 0.00% | +174+290.0% | Added |
| FSC Wealth Advisors, LLC | 231 | $8.01K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 229 | $7.94K | 0.01% | +229 | New |
| Richard W. Paul & Associates, LLC | 219 | $7.59K | 0.00% | −33−13.1% | Reduced |
| Aspect Partners, LLC | 217 | $7.52K | 0.00% | +217 | New |
| Addison Advisors LLC | 202 | $7.00K | 0.00% | +5+2.5% | Added |
| TSFG, LLC | 201 | $7.00K | 0.00% | −414−67.3% | Reduced |
| Loomis Sayles & Co L P | 202 | $7.00K | 0.00% | −120−37.3% | Reduced |
| TCTC Holdings, LLC | 200 | $6.93K | 0.00% | +200 | New |
| Tidemark, LLC | 190 | $6.59K | 0.00% | +190 | New |
| Laffer Tengler Investments | 181 | $6.28K | 0.00% | +181 | New |
| Clear Street Markets LLC | 159 | $6.00K | 0.00% | −66−29.3% | Reduced |
| SJS Investment Consulting Inc. | 172 | $5.96K | 0.00% | −7−3.9% | Reduced |
| Red Tortoise LLC | 169 | $5.86K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 167 | $5.79K | 0.00% | −444−72.7% | Reduced |
| Wolff Wiese Magana LLC | 153 | $5.30K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 151 | $5.25K | 0.00% | +151 | New |
| VisionPoint Advisory Group, LLC | 150 | $5.20K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 153 | $5.00K | 0.00% | +153 | New |
| Cedar Wealth Management, LLC | 144 | $4.99K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 143 | $4.96K | 0.00% | +24+20.2% | Added |
| Chesapeake Asset Management LLC | 123 | $4.26K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 111 | $3.85K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 108 | $3.74K | 0.00% | +108 | New |
| Byrne Asset Management LLC | 108 | $3.74K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $3.48K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 111 | $3.00K | 0.00% | +1+0.9% | Added |
| Bay Harbor Wealth Management, LLC | 77 | $2.67K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 69 | $2.39K | 0.00% | +69 | New |
| Global Financial Private Client, LLC | 42 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 42 | $1.46K | 0.00% | +42 | New |
| Sofos Investments, Inc. | 40 | $1.34K | 0.00% | −1−2.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 37 | $1.28K | 0.00% | +37 | New |
| True Wealth Design, LLC | 31 | $1.07K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 22 | $764 | 0.00% | −5−18.5% | Reduced |
| Tfo-TDC, LLC | 19 | $659 | 0.00% | −9−32.1% | Reduced |
| New Millennium Group LLC | 6 | $221 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | 0 | New |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −1,027,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −443,923−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −315,000−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −268,866−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −227,364−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −201,838−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −159,112−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −140,195−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −115,115−100.0% | Sold out |
| PATRIZIA Pty Ltd | 0 | $0 | 0.00% | −88,470−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −78,824−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −78,293−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −70,613−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −60,900−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −52,603−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −50,375−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −43,100−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −40,490−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −35,673−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −34,479−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −33,054−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −31,707−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −26,184−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −20,917−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,723−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −16,691−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −14,440−100.0% | Sold out |