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 |
|---|---|---|---|---|---|
| Intact Investment Management Inc. | 102,500 | $3.55M | 0.14% | −39,300−27.7% | Reduced |
| Baker Chad R | 102,000 | $3.54M | 0.80% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 101,953 | $3.54M | 0.07% | −34,427−25.2% | Reduced |
| Agf Management Ltd | 101,013 | $3.50M | 0.02% | +74,513+281.2% | Added |
| Capital International Sarl | 100,859 | $3.50M | 0.13% | −2,374−2.3% | Reduced |
| Baxter Bros Inc | 100,267 | $3.48M | 0.48% | +1,036+1.0% | Added |
| Avantax Advisory Services, Inc. | 100,068 | $3.47M | 0.03% | +23,085+30.0% | Added |
| Siemens Fonds Invest GmbH | 98,827 | $3.43M | 0.28% | +5,639+6.1% | Added |
| CFO4Life Group, LLC | 97,965 | $3.40M | 0.65% | +52+0.1% | Added |
| Eaton Financial Holdings Company, LLC | 96,732 | $3.35M | 0.81% | +96,732 | New |
| Gotham Asset Management, LLC | 96,601 | $3.35M | 0.06% | −104,018−51.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 96,492 | $3.35M | 0.28% | +3,282+3.5% | Added |
| Hancock Whitney Corp | 95,956 | $3.33M | 0.12% | −587−0.6% | Reduced |
| Independent Advisor Alliance | 95,867 | $3.32M | 0.12% | −39,463−29.2% | Reduced |
| Van Hulzen Asset Management, LLC | 95,250 | $3.30M | 0.23% | +2,250+2.4% | Added |
| BKD Wealth Advisors, LLC | 94,960 | $3.29M | 0.09% | −5,019−5.0% | Reduced |
| CWM, LLC | 94,811 | $3.29M | 0.02% | −254,079−72.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 93,494 | $3.24M | 0.32% | −19,892−17.5% | Reduced |
| Ieq Capital, LLC | 93,320 | $3.24M | 0.05% | +6,543+7.5% | Added |
| NEOS Investment Management LLC | 93,061 | $3.23M | 0.31% | +1,512+1.7% | Added |
| Advisors Preferred, LLC | 92,055 | $3.19M | 0.53% | +72,710+375.9% | Added |
| Ritholtz Wealth Management | 91,049 | $3.16M | 0.12% | +2,405+2.7% | Added |
| Cedar Brook Financial Partners, LLC | 91,263 | $3.15M | 0.70% | −310−0.3% | Reduced |
| Journey Advisory Group, LLC | 90,629 | $3.14M | 0.43% | −814−0.9% | Reduced |
| CX Institutional | 90,579 | $3.14M | 0.17% | −29,394−24.5% | Reduced |
| Anchor Investment Management, LLC | 90,379 | $3.13M | 0.36% | −1,200−1.3% | Reduced |
| Bleakley Financial Group, LLC | 90,269 | $3.13M | 0.10% | +21,603+31.5% | Added |
| Sawtooth Solutions, LLC | 90,050 | $3.12M | 0.09% | +21,384+31.1% | Added |
| Kestra Private Wealth Services, LLC | 89,665 | $3.11M | 0.08% | −12,733−12.4% | Reduced |
| Richard Bernstein Advisors LLC | 88,667 | $3.07M | 0.07% | +73+0.1% | Added |
| Norinchukin Bank, The | 88,490 | $3.07M | 0.07% | −16,250−15.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 88,480 | $3.07M | 0.36% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 88,235 | $3.06M | 0.34% | +1,270+1.5% | Added |
| Argent Trust Co | 87,306 | $3.03M | 0.15% | −369−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 87,117 | $3.02M | 0.04% | +1,341+1.6% | Added |
| Stephens Inc | 86,391 | $3.00M | 0.05% | +156+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 86,197 | $2.99M | 0.00% | +54,407+171.1% | Added |
| Ossiam | 85,533 | $2.97M | 0.05% | −33,970−28.4% | Reduced |
| Costello Asset Management, INC | 84,444 | $2.93M | 2.43% | +19,700+30.4% | Added |
| HRT Financial LP | 84,453 | $2.93M | 0.02% | −313,400−78.8% | Reduced |
| FourThought Financial Partners, LLC | 84,120 | $2.92M | 0.37% | +53+0.1% | Added |
| Moors & Cabot, Inc. | 84,014 | $2.91M | 0.18% | −4,503−5.1% | Reduced |
| Greenleaf Trust | 83,917 | $2.91M | 0.03% | +11,103+15.2% | Added |
| Pearl River Capital, LLC | 83,347 | $2.89M | 0.46% | +83,347 | New |
| Optiver Holding B.V. | 82,750 | $2.87M | 0.09% | +82,750 | New |
| First PREMIER Bank | 82,717 | $2.87M | 0.80% | −1,000−1.2% | Reduced |
| HighPoint Advisor Group LLC | 77,147 | $2.84M | 0.20% | +77,147 | New |
| First United Bank Trust | 81,780 | $2.84M | 1.13% | −8,975−9.9% | Reduced |
| Advisory Services Network, LLC | 81,471 | $2.82M | 0.07% | −10,093−11.0% | Reduced |
| Greenup Street Wealth Management LLC | 81,178 | $2.81M | 0.78% | +81,178 | New |
| Stock Yards Bank & Trust Co | 80,658 | $2.80M | 0.10% | −10,964−12.0% | Reduced |
| Metropolitan Life Insurance Co | 80,437 | $2.79M | 0.13% | −2,574−3.1% | Reduced |
| Wellington Management Group LLP | 80,291 | $2.78M | 0.00% | −3,509−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 79,353 | $2.75M | 0.10% | +649+0.8% | Added |
| Charter Trust Co | 78,818 | $2.73M | 0.20% | −60−0.1% | Reduced |
| Bessemer Group Inc | 78,594 | $2.73M | 0.01% | +2,205+2.9% | Added |
| M&R Capital Management Inc | 78,534 | $2.72M | 0.68% | −1,493−1.9% | Reduced |
| Change Path, LLC | 78,436 | $2.72M | 0.17% | +3,521+4.7% | Added |
| Steward Partners Investment Advisory, LLC | 78,416 | $2.72M | 0.04% | −7,641−8.9% | Reduced |
| Zimmer Partners, LP | 77,100 | $2.67M | 0.10% | +12,500+19.3% | Added |
| First National Advisers, LLC | 76,747 | $2.66M | 0.77% | +29,946+64.0% | Added |
| Bokf, NA | 75,113 | $2.60M | 0.05% | +12,345+19.7% | Added |
| Prime Capital Investment Advisors, LLC | 74,529 | $2.58M | 0.04% | +19,432+35.3% | Added |
| Scotia Capital Inc. | 74,367 | $2.58M | 0.02% | −447−0.6% | Reduced |
| South Dakota Investment Council | 74,269 | $2.58M | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 74,233 | $2.57M | 0.18% | −56−0.1% | Reduced |
| Tower Bridge Advisors | 73,274 | $2.54M | 0.22% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 73,245 | $2.54M | 0.24% | +29,701+68.2% | Added |
| Alhambra Investment Partners LLC | 73,228 | $2.54M | 1.51% | −180−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 72,472 | $2.51M | 0.41% | −485−0.7% | Reduced |
| Bartlett & Co. LLC | 72,036 | $2.50M | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 72,036 | $2.50M | 0.04% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 72,117 | $2.50M | 1.11% | +3,382+4.9% | Added |
| HB Wealth Management, LLC | 71,852 | $2.49M | 0.04% | −3,989−5.3% | Reduced |
| Metis Global Partners, LLC | 71,840 | $2.49M | 0.10% | −8,889−11.0% | Reduced |
| Quantinno Capital Management LP | 71,728 | $2.49M | 0.09% | +14,703+25.8% | Added |
| Walleye Trading LLC | 71,505 | $2.48M | 0.04% | +71,505 | New |
| Park Avenue Securities LLC | 71,433 | $2.48M | 0.03% | +10,399+17.0% | Added |
| Williams Jones Wealth Management, LLC. | 70,616 | $2.45M | 0.03% | +1,800+2.6% | Added |
| Buckingham Strategic Wealth, LLC | 70,601 | $2.45M | 0.03% | +17,315+32.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 70,501 | $2.44M | 0.47% | +4,067+6.1% | Added |
| Vinva Investment Management Ltd | 70,298 | $2.44M | 0.17% | +10,806+18.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 70,401 | $2.44M | 0.17% | +1,026+1.5% | Added |
| Azzad Asset Management Inc | 70,051 | $2.43M | 0.31% | +1,844+2.7% | Added |
| Savant Capital, LLC | 70,024 | $2.43M | 0.03% | +714+1.0% | Added |
| Knott David M Jr | 70,000 | $2.43M | 0.93% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 69,993 | $2.43M | 0.14% | −548−0.8% | Reduced |
| MTM Investment Management, LLC | 69,990 | $2.43M | 1.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 69,769 | $2.42M | 0.13% | −146−0.2% | Reduced |
| Westpac Banking Corp | 69,758 | $2.42M | 0.20% | −2,122−3.0% | Reduced |
| Family Legacy, Inc. | 69,710 | $2.42M | 0.92% | +180.0% | Added |
| Citizens National Bank Trust Department | 69,682 | $2.42M | 0.61% | −305−0.4% | Reduced |
| Covey Capital Advisors, LLC | 69,551 | $2.41M | 3.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 69,513 | $2.41M | 0.12% | 00.0% | Unchanged |
| Icon Advisers Inc | 69,500 | $2.41M | 0.55% | 00.0% | Unchanged |
| Cetera Advisors LLC | 68,064 | $2.36M | 0.03% | +5,485+8.8% | Added |
| Community Bank, N.A. | 66,455 | $2.30M | 0.30% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 65,902 | $2.28M | 0.30% | −2,108−3.1% | Reduced |
| Wulff, Hansen & Co. | 65,578 | $2.27M | 2.52% | −14,090−17.7% | Reduced |
| Proquility Private Wealth Partners, LLC | 65,070 | $2.26M | 0.86% | +10,047+18.3% | Added |