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 |
|---|---|---|---|---|---|
| Greenland Capital Management LP | 42,124 | $1.46M | 0.22% | +10,624+33.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 42,118 | $1.46M | 0.10% | −9,366−18.2% | Reduced |
| Cascade Investment Advisors, Inc. | 42,081 | $1.46M | 1.04% | −300−0.7% | Reduced |
| Qube Research & Technologies Ltd | 42,076 | $1.46M | 0.00% | +41,368+5,842.9% | Added |
| Conway Capital Management, Inc. | 41,850 | $1.45M | 0.94% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 41,800 | $1.45M | 1.18% | +41,800 | New |
| Public Sector Pension Investment Board | 41,145 | $1.43M | 0.01% | −173,768−80.9% | Reduced |
| Value Partners Investments Inc. | 40,994 | $1.42M | 0.11% | +3,041+8.0% | Added |
| Bahl & Gaynor Inc | 41,011 | $1.42M | 0.01% | −1,063−2.5% | Reduced |
| Marco Investment Management LLC | 40,928 | $1.42M | 0.15% | +150+0.4% | Added |
| Clifford Swan Investment Counsel LLC | 40,837 | $1.42M | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 40,750 | $1.41M | 0.02% | +7,023+20.8% | Added |
| Decatur Capital Management, Inc. | 40,611 | $1.41M | 0.84% | +2,906+7.7% | Added |
| Delta Investment Management, LLC | 40,530 | $1.41M | 0.35% | −1,158−2.8% | Reduced |
| First National Bank Sioux Falls | 40,500 | $1.40M | 0.72% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.40M | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 40,289 | $1.40M | 0.16% | −684−1.7% | Reduced |
| StoneX Group Inc. | 40,259 | $1.40M | 0.14% | +8,118+25.3% | Added |
| Coldstream Capital Management Inc | 40,101 | $1.39M | 0.04% | +2,066+5.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 40,004 | $1.39M | 0.12% | −1,330−3.2% | Reduced |
| Graham Capital Management, L.P. | 39,561 | $1.37M | 0.04% | +39,561 | New |
| D.B. Root & Company, LLC | 39,528 | $1.37M | 0.50% | +13,599+52.4% | Added |
| Roundview Capital LLC | 39,015 | $1.35M | 0.12% | −747−1.9% | Reduced |
| Congress Park Capital LLC | 38,955 | $1.35M | 0.66% | −5,060−11.5% | Reduced |
| Nilsine Partners, LLC | 38,895 | $1.35M | 0.21% | −227−0.6% | Reduced |
| Vaughan David Investments LLC | 38,876 | $1.35M | 0.04% | +276+0.7% | Added |
| Pinnacle Financial Partners Inc | 38,843 | $1.35M | 0.03% | +1,422+3.8% | Added |
| Kanawha Capital Management LLC | 38,802 | $1.35M | 0.12% | −885−2.2% | Reduced |
| Jacobi Capital Management LLC | 38,753 | $1.34M | 0.14% | −70.0% | Reduced |
| Sovereign Financial Group, Inc. | 38,743 | $1.34M | 0.41% | +706+1.9% | Added |
| Traynor Capital Management, Inc. | 38,705 | $1.34M | 0.16% | +3,196+9.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 38,619 | $1.34M | 0.62% | −768−1.9% | Reduced |
| Acadian Asset Management LLC | 38,393 | $1.33M | 0.01% | −4,476−10.4% | Reduced |
| Federated Hermes, Inc. | 38,281 | $1.33M | 0.00% | −8,525−18.2% | Reduced |
| Weatherly Asset Management L. P. | 38,115 | $1.32M | 0.14% | −145−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 38,060 | $1.32M | 0.08% | −2,000−5.0% | Reduced |
| Leavell Investment Management, Inc. | 37,802 | $1.31M | 0.08% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 37,771 | $1.31M | 0.23% | +37,771 | New |
| Raab & Moskowitz Asset Management LLC | 37,447 | $1.30M | 0.41% | −1,078−2.8% | Reduced |
| Linscomb & Williams, Inc. | 37,086 | $1.29M | 0.07% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 36,683 | $1.27M | 0.54% | −8,750−19.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.27M | 0.49% | 00.0% | Unchanged |
| Spirit of America Management Corp | 36,600 | $1.27M | 0.28% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 36,560 | $1.27M | 0.18% | −668−1.8% | Reduced |
| Pitcairn Co | 36,524 | $1.27M | 0.09% | −543−1.5% | Reduced |
| Wright Investors Service Inc | 36,458 | $1.26M | 0.36% | −12,713−25.9% | Reduced |
| PBMares Wealth Management LLC | 36,452 | $1.26M | 0.38% | −7,804−17.6% | Reduced |
| Lindbrook Capital, LLC | 36,436 | $1.26M | 0.13% | −2,268−5.9% | Reduced |
| Boston Private Wealth LLC | 36,415 | $1.26M | 0.03% | +2,792+8.3% | Added |
| Foundations Investment Advisors, LLC | 34,716 | $1.26M | 0.03% | −658−1.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 36,243 | $1.26M | 0.03% | −8,955−19.8% | Reduced |
| Chatham Capital Group, Inc. | 36,216 | $1.26M | 0.25% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 36,006 | $1.25M | 0.02% | +4,856+15.6% | Added |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.25M | 0.26% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 35,799 | $1.24M | 0.02% | −9,964−21.8% | Reduced |
| Quest Partners LLC | 35,796 | $1.24M | 0.26% | +35,796 | New |
| Massachusetts Wealth Management | 35,540 | $1.23M | 0.99% | −175−0.5% | Reduced |
| Harbour Trust & Investment Management Co | 35,457 | $1.23M | 0.17% | +35,457 | New |
| Sapient Capital LLC | 35,355 | $1.23M | 0.03% | +35,355 | New |
| Weil Company, Inc. | 35,200 | $1.22M | 0.54% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 35,188 | $1.22M | 0.09% | +419+1.2% | Added |
| Country Club Bank | 35,114 | $1.22M | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 34,916 | $1.21M | 0.02% | +11,921+51.8% | Added |
| Cary Street Partner Investment Advisory LLC | 34,872 | $1.21M | 0.06% | +1,398+4.2% | Added |
| Wedbush Securities Inc | 34,307 | $1.19M | 0.05% | −503−1.4% | Reduced |
| First Hawaiian Bank | 34,282 | $1.19M | 0.04% | +72+0.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 34,236 | $1.19M | 0.04% | +1,938+6.0% | Added |
| Capital Investment Advisors, LLC | 34,183 | $1.19M | 0.03% | +1,708+5.3% | Added |
| E. Ohman J:or Asset Management AB | 33,900 | $1.18M | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 33,826 | $1.17M | 0.07% | +33,826 | New |
| Valmark Advisers, Inc. | 33,654 | $1.17M | 0.02% | +386+1.2% | Added |
| Cobblestone Asset Management LLC | 33,571 | $1.16M | 0.86% | +107+0.3% | Added |
| Horizon Investments, LLC | 33,413 | $1.16M | 0.03% | +21,119+171.8% | Added |
| Advisory Alpha, LLC | 33,296 | $1.15M | 0.05% | +6,775+25.5% | Added |
| STF Management LP | 33,254 | $1.15M | 0.54% | +472+1.4% | Added |
| Perigon Wealth Management, LLC | 33,079 | $1.15M | 0.04% | +225+0.7% | Added |
| Apollon Wealth Management, LLC | 32,769 | $1.14M | 0.04% | +7,257+28.4% | Added |
| Midwest Financial Group LLC | 32,735 | $1.14M | 0.85% | −1,000−3.0% | Reduced |
| VELA Investment Management, LLC | 32,514 | $1.13M | 0.46% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 32,318 | $1.12M | 0.04% | +1,998+6.6% | Added |
| Dynamic Advisor Solutions LLC | 32,246 | $1.12M | 0.04% | +2,056+6.8% | Added |
| Intrust Bank NA | 32,035 | $1.11M | 0.13% | +2,977+10.2% | Added |
| Cullen Capital Management LLC | 32,004 | $1.11M | 0.02% | +3,019+10.4% | Added |
| Community Trust & Investment Co | 31,965 | $1.11M | 0.08% | −2,685−7.7% | Reduced |
| Taylor Hoffman Wealth Management | 31,917 | $1.11M | 0.50% | 00.0% | Unchanged |
| Ninepoint Partners LP | 31,805 | $1.10M | 0.15% | 00.0% | Unchanged |
| Private Trust Co NA | 31,785 | $1.10M | 0.13% | +738+2.4% | Added |
| Washington Trust Co | 31,568 | $1.09M | 0.04% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 31,510 | $1.09M | 1.33% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 31,509 | $1.09M | 0.18% | +14,148+81.5% | Added |
| Wealthspire Advisors, LLC | 31,307 | $1.09M | 0.02% | −222−0.7% | Reduced |
| Biltmore Wealth Management, LLC | 31,293 | $1.08M | 0.52% | +69+0.2% | Added |
| Nations Financial Group Inc, | 31,236 | $1.08M | 0.10% | +30.0% | Added |
| Transcend Wealth Collective, LLC | 31,133 | $1.08M | 0.10% | −3,671−10.5% | Reduced |
| Tritonpoint Wealth, LLC | 31,049 | $1.08M | 0.11% | +31,049 | New |
| Fulton Bank, N.A. | 30,997 | $1.07M | 0.05% | −944−3.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 30,911 | $1.07M | 0.74% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 30,840 | $1.07M | 0.11% | +405+1.3% | Added |
| Intellectus Partners, LLC | 30,817 | $1.07M | 0.31% | +251+0.8% | Added |
| Prospera Financial Services Inc | 30,770 | $1.07M | 0.04% | +5,477+21.7% | Added |