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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 64,856 | $2.25M | 0.00% | +2,579+4.1% | Added |
| Everence Capital Management Inc | 63,961 | $2.22M | 0.16% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 63,887 | $2.21M | 1.24% | −140−0.2% | Reduced |
| Telemus Capital, LLC | 63,543 | $2.20M | 0.18% | −838−1.3% | Reduced |
| Cedar Mountain Advisors, LLC | 63,318 | $2.20M | 0.59% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 62,783 | $2.18M | 0.92% | +220.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 62,549 | $2.17M | 0.06% | −777−1.2% | Reduced |
| Factorial Partners, LLC | 62,500 | $2.17M | 1.37% | −37,800−37.7% | Reduced |
| Shell Asset Management Co | 62,219 | $2.16M | 0.10% | −25,996−29.5% | Reduced |
| Banco de Sabadell, S.A | 61,915 | $2.15M | 1.63% | +2,227+3.7% | Added |
| New England Asset Management Inc | 61,500 | $2.13M | 0.34% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 61,495 | $2.13M | 0.11% | −150−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 60,839 | $2.11M | 0.04% | +20,619+51.3% | Added |
| Beese Fulmer Investment Management, Inc. | 60,765 | $2.11M | 0.22% | −510−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 60,666 | $2.10M | 0.04% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 60,191 | $2.09M | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 59,463 | $2.06M | 0.01% | −788−1.3% | Reduced |
| Ziegler Capital Management, LLC | 59,200 | $2.05M | 0.09% | 00.0% | Unchanged |
| Churchill Management Corp | 59,198 | $2.05M | 0.03% | −6,169−9.4% | Reduced |
| Clearstead Advisors, LLC | 58,332 | $2.02M | 0.11% | −507−0.9% | Reduced |
| Meridian Management Co | 54,654 | $2.02M | 0.57% | +260+0.5% | Added |
| Neville Rodie & Shaw Inc | 58,014 | $2.01M | 0.16% | 00.0% | Unchanged |
| Eagle Strategies LLC | 57,608 | $2.00M | 0.43% | +28,715+99.4% | Added |
| Ferguson Wellman Capital Management, Inc | 57,482 | $1.99M | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 57,300 | $1.99M | 0.03% | +7,047+14.0% | Added |
| CenterBook Partners LP | 57,063 | $1.98M | 0.24% | −10,598−15.7% | Reduced |
| GWM Advisors LLC | 56,707 | $1.97M | 0.02% | +13,230+30.4% | Added |
| Biechele Royce Advisors | 56,902 | $1.97M | 0.65% | 00.0% | Unchanged |
| City Holding Co | 56,736 | $1.97M | 0.32% | −643−1.1% | Reduced |
| United Services Automobile Association | 56,382 | $1.95M | 0.04% | +3,669+7.0% | Added |
| Credit Agricole S A | 56,363 | $1.95M | 0.04% | +37,487+198.6% | Added |
| BLB&B Advisors, LLC | 56,280 | $1.95M | 0.12% | −14,136−20.1% | Reduced |
| TCW Group Inc | 56,049 | $1.95M | 0.02% | +56,049 | New |
| Barnett & Company, Inc. | 55,950 | $1.94M | 1.45% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 55,839 | $1.94M | 0.03% | −1,902−3.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 55,729 | $1.93M | 1.10% | −1,111−2.0% | Reduced |
| Farmers & Merchants Investments Inc | 55,535 | $1.93M | 0.07% | 00.0% | Unchanged |
| Associated Banc-Corp | 55,401 | $1.92M | 0.07% | +194+0.4% | Added |
| Raymond James Trust N.A. | 55,329 | $1.92M | 0.05% | +1,587+3.0% | Added |
| Ballentine Partners, LLC | 55,226 | $1.91M | 0.04% | +11,209+25.5% | Added |
| Bradley Foster & Sargent Inc | 54,984 | $1.91M | 0.04% | −264−0.5% | Reduced |
| PGGM Investments | 54,638 | $1.89M | 0.03% | −18,045−24.8% | Reduced |
| Woodmont Investment Counsel LLC | 54,588 | $1.89M | 0.18% | −714−1.3% | Reduced |
| FJ Investments, LLC | 54,320 | $1.88M | 0.09% | +54,320 | New |
| Genesee Capital Advisors, LLC | 54,133 | $1.88M | 1.16% | +2,241+4.3% | Added |
| Pflug Koory, LLC | 53,887 | $1.87M | 0.99% | −58−0.1% | Reduced |
| Venture Visionary Partners LLC | 53,622 | $1.86M | 0.10% | −6,108−10.2% | Reduced |
| Squarepoint Ops LLC | 53,547 | $1.86M | 0.01% | −915−1.7% | Reduced |
| Coastline Trust Co | 52,921 | $1.83M | 0.24% | −1,160−2.1% | Reduced |
| Garrett Investment Advisors LLC | 52,774 | $1.83M | 0.25% | +1,801+3.5% | Added |
| Community Bank & Trust, Waco, Texas | 52,191 | $1.81M | 0.49% | +6,007+13.0% | Added |
| Venator Management LLC | 52,045 | $1.80M | 0.60% | −450−0.9% | Reduced |
| Lincoln National Corp | 52,006 | $1.80M | 0.03% | −70−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 51,925 | $1.80M | 0.21% | −894−1.7% | Reduced |
| Umb Bank N A | 51,787 | $1.80M | 0.03% | −408−0.8% | Reduced |
| Prio Wealth Limited Partnership | 51,718 | $1.79M | 0.06% | −802−1.5% | Reduced |
| EP Wealth Advisors, LLC | 51,657 | $1.79M | 0.02% | +123+0.2% | Added |
| Sumitomo Life Insurance Co | 51,637 | $1.79M | 0.06% | −2,682−4.9% | Reduced |
| Waratah Capital Advisors Ltd. | 50,788 | $1.76M | 0.10% | −30,885−37.8% | Reduced |
| First Business Financial Services, Inc. | 50,733 | $1.76M | 0.20% | +1,020+2.1% | Added |
| Hudson Canyon Capital Management | 50,601 | $1.75M | 1.28% | 00.0% | Unchanged |
| Outfitter Financial LLC | 50,560 | $1.75M | 1.53% | −170−0.3% | Reduced |
| Kahn Brothers Group Inc | 50,320 | $1.75M | 0.27% | −108−0.2% | Reduced |
| Allworth Financial LP | 50,294 | $1.74M | 0.01% | +563+1.1% | Added |
| Firethorn Wealth Partners, LLC | 49,909 | $1.73M | 1.13% | +167+0.3% | Added |
| LaSalle St. Investment Advisors, LLC | 49,518 | $1.72M | 1.15% | 00.0% | Unchanged |
| Lido Advisors, LLC | 48,991 | $1.70M | 0.02% | +5,031+11.4% | Added |
| Colony Group, LLC | 48,902 | $1.70M | 0.02% | +48,902 | New |
| Americana Partners, LLC | 48,667 | $1.69M | 0.16% | −3,008−5.8% | Reduced |
| Resonant Capital Advisors, LLC | 48,541 | $1.68M | 0.16% | +23,504+93.9% | Added |
| Kingsview Wealth Management, LLC | 48,277 | $1.67M | 0.05% | −5,134−9.6% | Reduced |
| Fingerlakes Wealth Management, Inc. | 47,771 | $1.66M | 1.78% | −208−0.4% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 47,770 | $1.66M | 1.26% | +47,770 | New |
| Bath Savings Trust Co | 47,714 | $1.65M | 0.19% | 00.0% | Unchanged |
| Proequities, Inc. | 47,369 | $1.64M | 0.12% | +5,456+13.0% | Added |
| Sanchez Wealth Management Group | 47,101 | $1.63M | 0.60% | +38+0.1% | Added |
| Carmel Capital Partners, LLC | 47,000 | $1.63M | 0.83% | −213−0.5% | Reduced |
| Nomura Holdings Inc | 46,927 | $1.63M | 0.01% | +46,927 | New |
| Investment Management Corp of Ontario | 46,809 | $1.62M | 0.04% | +46,809 | New |
| Silvercrest Asset Management Group LLC | 46,645 | $1.62M | 0.01% | +1,073+2.4% | Added |
| Valeo Financial Advisors, LLC | 46,085 | $1.60M | 0.06% | +6,598+16.7% | Added |
| Smithfield Trust Co | 45,751 | $1.58M | 0.09% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 45,207 | $1.57M | 0.20% | +31,549+231.0% | Added |
| Guardian Investment Management | 45,150 | $1.57M | 1.33% | −1,000−2.2% | Reduced |
| Canandaigua National Bank & Trust Co | 45,122 | $1.56M | 0.24% | −1,706−3.6% | Reduced |
| Kinneret Advisory, LLC | 44,655 | $1.55M | 0.17% | +44,655 | New |
| Fiduciary Trust Co | 44,501 | $1.54M | 0.03% | +60+0.1% | Added |
| IHT Wealth Management, LLC | 44,324 | $1.54M | 0.07% | +943+2.2% | Added |
| CWM Advisors, LLC | 44,256 | $1.53M | 0.17% | +749+1.7% | Added |
| Waters Parkerson & Co., LLC | 43,959 | $1.52M | 0.08% | −106−0.2% | Reduced |
| WBH Advisory Inc | 43,843 | $1.52M | 0.17% | −1,807−4.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,777 | $1.52M | 0.06% | +43,777 | New |
| Erste Asset Management GmbH | 43,390 | $1.51M | 0.02% | −27,108−38.5% | Reduced |
| Veriti Management LLC | 42,967 | $1.49M | 0.13% | +11,256+35.5% | Added |
| Citadel Investment Advisory, Inc. | 42,689 | $1.48M | 0.91% | 00.0% | Unchanged |
| Studio Investment Management LLC | 42,673 | $1.48M | 0.38% | −207−0.5% | Reduced |
| Grandview Asset Management LLC | 42,611 | $1.48M | 0.78% | −2,167−4.8% | Reduced |
| Fiduciary Group LLC | 42,429 | $1.47M | 0.17% | −440−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 42,426 | $1.47M | 0.08% | +1,320+3.2% | Added |
| WealthTrust Axiom LLC | 42,216 | $1.46M | 0.49% | −2,922−6.5% | Reduced |