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 |
|---|---|---|---|---|---|
| Systematic Financial Management LP | 30,600 | $1.06M | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 30,369 | $1.05M | 0.28% | −125−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 30,285 | $1.05M | 0.12% | −79−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 30,238 | $1.05M | 0.13% | +2,354+8.4% | Added |
| Adirondack Trust Co | 27,559 | $1.05M | 0.45% | −321−1.2% | Reduced |
| Engineers Gate Manager LP | 30,126 | $1.04M | 0.03% | −24,185−44.5% | Reduced |
| Wellington Shields & Co., LLC | 30,000 | $1.04M | 0.38% | −130−0.4% | Reduced |
| Harbor Advisors LLC | 30,000 | $1.04M | 0.20% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 29,801 | $1.03M | 0.12% | 00.0% | Unchanged |
| L.M. Kohn & Company | 29,683 | $1.03M | 0.33% | −4,123−12.2% | Reduced |
| SkyOak Wealth, LLC | 29,600 | $1.03M | 0.27% | −3,300−10.0% | Reduced |
| Fruth Investment Management | 29,500 | $1.02M | 0.29% | 00.0% | Unchanged |
| Vista Investment Management | 29,424 | $1.02M | 0.47% | −100−0.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 29,415 | $1.02M | 0.08% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 29,265 | $1.01M | 0.29% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 29,202 | $1.01M | 0.60% | −266−0.9% | Reduced |
| Legacy Private Trust Co. | 29,075 | $1.01M | 0.08% | −175−0.6% | Reduced |
| United Community Bank | 29,028 | $1.01M | 0.43% | +29,028 | New |
| Howland Capital Management LLC | 28,908 | $1.00M | 0.05% | −300−1.0% | Reduced |
| V-Square Quantitative Management LLC | 28,785 | $998.0K | 0.24% | +9,624+50.2% | Added |
| Westfield Capital Management Co LP | 28,590 | $991.2K | 0.01% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 28,585 | $991.0K | 0.91% | +28,585 | New |
| Busey Wealth Management | 28,374 | $983.7K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 28,210 | $978.1K | 0.06% | +304+1.1% | Added |
| Meiji Yasuda Life Insurance Co | 28,166 | $976.5K | 0.02% | +7,467+36.1% | Added |
| Everhart Financial Group, Inc. | 28,022 | $971.5K | 0.34% | −99−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 27,890 | $966.9K | 0.69% | −2,950−9.6% | Reduced |
| Legacy Financial Advisors, Inc. | 27,795 | $963.7K | 0.19% | +547+2.0% | Added |
| Commonwealth Financial Services, LLC | 27,693 | $960.1K | 0.23% | +32+0.1% | Added |
| Morse Asset Management, Inc | 27,700 | $960.0K | 0.28% | −36−0.1% | Reduced |
| Navalign, LLC | 27,588 | $956.5K | 0.33% | +91+0.3% | Added |
| Brasada Capital Management, LP | 27,540 | $954.8K | 0.19% | +27,540 | New |
| Stony Point Wealth Management Inc. | 27,502 | $953.5K | 0.44% | −500−1.8% | Reduced |
| Mission Wealth Management, LP | 27,414 | $950.5K | 0.03% | +13,859+102.2% | Added |
| Lyell Wealth Management, LP | 27,345 | $948.1K | 0.11% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 27,180 | $942.3K | 0.04% | +139+0.5% | Added |
| Arkadios Wealth Advisors | 26,929 | $933.6K | 0.08% | −533−1.9% | Reduced |
| DFPG Investments, LLC | 26,803 | $929.0K | 0.07% | −10,282−27.7% | Reduced |
| Ronald Blue Trust, Inc. | 30,085 | $926.0K | 0.01% | +2,010+7.2% | Added |
| Thoroughbred Financial Services, LLC | 26,616 | $922.0K | 0.07% | +33+0.1% | Added |
| Cadinha & Co LLC | 26,246 | $909.9K | 0.15% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 26,163 | $909.0K | 0.05% | −3,722−12.5% | Reduced |
| Northstar Group, Inc. | 26,190 | $908.0K | 0.20% | −335−1.3% | Reduced |
| Concurrent Investment Advisors, LLC | 25,932 | $899.0K | 0.04% | +25,932 | New |
| Sonora Investment Management Group, LLC | 25,892 | $897.7K | 0.07% | −26,867−50.9% | Reduced |
| Capital Investment Advisory Services, LLC | 25,808 | $894.8K | 0.08% | −21,781−45.8% | Reduced |
| Avidian Wealth Solutions, LLC | 25,798 | $894.4K | 0.06% | +10.0% | Added |
| Outlook Wealth Advisors, LLC | 25,790 | $894.2K | 0.31% | −2,238−8.0% | Reduced |
| Grove Bank & Trust | 25,671 | $890.0K | 0.16% | −630−2.4% | Reduced |
| Quantum Private Wealth, LLC | 25,656 | $889.5K | 0.37% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 25,612 | $888.0K | 0.03% | −211−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 25,596 | $887.4K | 0.07% | −687−2.6% | Reduced |
| Empowered Funds, LLC | 25,532 | $885.2K | 0.02% | +4,181+19.6% | Added |
| RMR Wealth Builders | 25,524 | $884.9K | 0.12% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 25,446 | $882.2K | 0.64% | +8,934+54.1% | Added |
| Threadgill Financial, LLC | 25,375 | $879.8K | 0.58% | +164+0.7% | Added |
| Benin Management CORP | 25,326 | $878.1K | 0.30% | +26+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,151 | $872.0K | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 25,107 | $870.5K | 0.03% | −11,993−32.3% | Reduced |
| Aberdeen Wealth Management LLC | 25,100 | $870.2K | 0.63% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 25,026 | $867.2K | 0.66% | −1,816−6.8% | Reduced |
| Abbot Financial Management, Inc. | 25,005 | $866.9K | 0.52% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 24,968 | $865.6K | 0.62% | +24,968 | New |
| XML Financial, LLC | 24,860 | $861.9K | 0.09% | −37−0.1% | Reduced |
| Criterion Capital Advisors, LLC | 24,832 | $860.9K | 0.63% | +24,832 | New |
| Boyd Watterson Asset Management LLC | 24,815 | $860.4K | 0.34% | −91−0.4% | Reduced |
| Main Street Financial Solutions, LLC | 24,775 | $858.9K | 0.11% | −20.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 24,713 | $856.8K | 0.36% | +5,000+25.4% | Added |
| Unigestion Holding SA | 24,683 | $855.8K | 0.05% | −4,096−14.2% | Reduced |
| Valley Brook Capital Group | 24,675 | $855.5K | 0.75% | −1,700−6.4% | Reduced |
| Taylor Financial Group, Inc. | 24,545 | $851.0K | 0.70% | +24,545 | New |
| Cambridge Trust Co | 24,531 | $850.5K | 0.04% | −485−1.9% | Reduced |
| South State Corp. | 24,499 | $849.4K | 0.07% | −2,637−9.7% | Reduced |
| Wellington Shields Capital Management, LLC | 24,458 | $848.0K | 0.11% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 24,309 | $842.8K | 0.31% | +24,309 | New |
| Meiji Yasuda Asset Management Co Ltd. | 24,275 | $841.6K | 0.04% | −420−1.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 24,216 | $839.6K | 0.37% | +33+0.1% | Added |
| Quadrant Capital Group LLC | 23,898 | $828.5K | 0.07% | +2,171+10.0% | Added |
| MidWestOne Financial Group, Inc. | 23,826 | $826.0K | 0.16% | −1,145−4.6% | Reduced |
| Pacific Global Investment Management CO | 23,674 | $820.8K | 0.17% | −357−1.5% | Reduced |
| Rossmore Private Capital | 23,655 | $820.1K | 0.12% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 22,319 | $819.8K | 0.18% | +2,407+12.1% | Added |
| Connecticut Wealth Management, LLC | 23,598 | $818.1K | 0.05% | +738+3.2% | Added |
| Resources Management Corp | 23,576 | $817.0K | 0.12% | −44−0.2% | Reduced |
| RMR Capital Management, LLC | 23,563 | $816.9K | 0.94% | +23,563 | New |
| TD Private Client Wealth LLC | 23,560 | $816.8K | 0.03% | −306−1.3% | Reduced |
| Sandy Spring Bank | 23,548 | $816.4K | 0.04% | −779−3.2% | Reduced |
| Washington Trust Bank | 23,532 | $815.9K | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 23,505 | $814.9K | 0.08% | +1,875+8.7% | Added |
| Brookstone Capital Management | 23,451 | $813.0K | 0.02% | +764+3.4% | Added |
| Clarius Group, LLC | 23,423 | $812.1K | 0.07% | −187−0.8% | Reduced |
| Pioneer Trust Bank N A | 23,385 | $810.8K | 0.24% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 23,368 | $810.2K | 0.09% | −947−3.9% | Reduced |
| Fragasso Group Inc. | 23,092 | $800.6K | 0.07% | −136−0.6% | Reduced |
| Fortis Capital Management LLC | 23,000 | $797.5K | 0.20% | −480−2.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 22,869 | $792.9K | 0.08% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22,758 | $789.0K | 0.03% | +1,313+6.1% | Added |
| Blue Bell Private Wealth Management, LLC | 22,588 | $783.1K | 0.19% | +60+0.3% | Added |
| Sanders Morris Harris LLC | 22,500 | $779.7K | 0.38% | 00.0% | Unchanged |
| Davidson Trust Co | 22,398 | $776.5K | 0.50% | 00.0% | Unchanged |