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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 22,367 | $775.5K | 0.03% | +638+2.9% | Added |
| Colonial Trust Co | 22,250 | $771.4K | 0.16% | −134−0.6% | Reduced |
| Roof Eidam & Maycock | 22,245 | $771.2K | 0.23% | −31,200−58.4% | Reduced |
| Rehmann Capital Advisory Group | 22,236 | $771.0K | 0.06% | +129+0.6% | Added |
| Daymark Wealth Partners, LLC | 22,223 | $770.5K | 0.05% | −98−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 22,207 | $769.9K | 0.01% | −17,150−43.6% | Reduced |
| Welch & Forbes LLC | 22,168 | $768.6K | 0.01% | −314−1.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 22,159 | $768.3K | 0.19% | +22,159 | New |
| Peoples Bank | 22,133 | $767.4K | 0.45% | −220−1.0% | Reduced |
| CAPROCK Group, Inc. | 22,108 | $766.5K | 0.05% | +250+1.1% | Added |
| J.W. Cole Advisors, Inc. | 22,043 | $764.2K | 0.04% | +7,912+56.0% | Added |
| New Republic Capital, LLC | 21,929 | $760.3K | 0.54% | +174+0.8% | Added |
| Choate Investment Advisors | 21,900 | $759.3K | 0.02% | +5,328+32.2% | Added |
| Inspire Advisors, LLC | 21,742 | $753.8K | 0.11% | −8,236−27.5% | Reduced |
| Redwood Wealth Management Group, LLC | 21,713 | $752.8K | 0.83% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 21,690 | $752.0K | 0.26% | +16,560+322.8% | Added |
| Lakeside Advisors, INC. | 21,600 | $748.9K | 0.52% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 21,555 | $747.3K | 0.16% | −569−2.6% | Reduced |
| Horan Securities, Inc. | 21,536 | $746.7K | 0.38% | 00.0% | Unchanged |
| Versor Investments LP | 21,301 | $738.5K | 0.15% | −1,042−4.7% | Reduced |
| Rodgers Brothers Inc. | 21,300 | $738.5K | 0.12% | 00.0% | Unchanged |
| Balentine LLC | 21,264 | $737.2K | 0.02% | −1,318−5.8% | Reduced |
| GTS Securities LLC | 21,264 | $737.2K | 0.02% | −8,434−28.4% | Reduced |
| Cigna Investments Inc | 21,076 | $731.0K | 0.15% | −616−2.8% | Reduced |
| Brave Asset Management Inc | 20,928 | $725.6K | 0.20% | +66+0.3% | Added |
| Navellier & Associates Inc | 20,918 | $725.2K | 0.11% | +4,418+26.8% | Added |
| Embree Financial Group | 20,902 | $724.7K | 0.15% | +20,902 | New |
| Wealthcare Advisory Partners LLC | 20,853 | $723.0K | 0.03% | +2,049+10.9% | Added |
| Clear Harbor Asset Management, LLC | 20,830 | $722.2K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 20,802 | $721.2K | 0.40% | +20,802 | New |
| Graves-Light Private Wealth Management, Inc. | 20,779 | $720.4K | 0.09% | +14+0.1% | Added |
| Ostrum Asset Management | 20,766 | $720.0K | 0.06% | +9,670+87.1% | Added |
| Simmons Bank | 20,617 | $714.8K | 0.06% | −6,078−22.8% | Reduced |
| Eagle Asset Management Inc | 20,596 | $714.1K | 0.00% | +4,363+26.9% | Added |
| Patriot Investment Management Inc. | 20,527 | $711.7K | 0.06% | −658−3.1% | Reduced |
| Asset Dedication, LLC | 20,471 | $710.0K | 0.06% | 00.0% | Unchanged |
| WMS Partners, LLC | 20,294 | $703.6K | 0.05% | −3,107−13.3% | Reduced |
| TBH Global Asset Management, LLC | 20,294 | $703.6K | 0.14% | 00.0% | Unchanged |
| Diversified Trust Co | 20,288 | $703.4K | 0.02% | +401+2.0% | Added |
| Optas, LLC | 20,278 | $703.0K | 0.21% | −206−1.0% | Reduced |
| Intrepid Capital Management Inc | 20,228 | $701.3K | 0.48% | −620−3.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 20,216 | $700.9K | 0.02% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 20,196 | $700.8K | 0.01% | −72,521−78.2% | Reduced |
| Congress Wealth Management LLC | 20,206 | $700.5K | 0.01% | +20,206 | New |
| Eisler Capital (UK) Ltd. | 20,010 | $693.7K | 0.06% | +20,010 | New |
| Gryphon Financial Partners LLC | 20,416 | $693.4K | 0.12% | +1,422+7.5% | Added |
| Cito Capital Group, LLC | 20,000 | $693.0K | 0.30% | −494−2.4% | Reduced |
| Tocqueville Asset Management L.P. | 19,940 | $691.3K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 19,877 | $689.1K | 0.15% | −58−0.3% | Reduced |
| Southeast Asset Advisors Inc. | 19,854 | $688.3K | 0.09% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 19,829 | $687.5K | 0.22% | +140+0.7% | Added |
| Hoylecohen, LLC | 19,804 | $686.6K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 19,764 | $685.2K | 0.05% | −797−3.9% | Reduced |
| Whitener Capital Management, Inc. | 19,700 | $683.0K | 0.25% | +660+3.5% | Added |
| Cornerstone Advisory, LLC | 19,689 | $682.6K | 0.11% | −5,229−21.0% | Reduced |
| E Fund Management Co., Ltd. | 19,675 | $682.1K | 0.04% | −2,384−10.8% | Reduced |
| Cobblestone Capital Advisors LLC | 19,630 | $680.6K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 19,548 | $678.0K | 0.09% | +37+0.2% | Added |
| Everpar Advisors LLC | 19,539 | $677.4K | 0.32% | +19,539 | New |
| Legacy Wealth Asset Management, LLC | 19,538 | $677.4K | 0.22% | −168−0.9% | Reduced |
| Arete Wealth Advisors, LLC | 19,438 | $673.9K | 0.05% | −2,581−11.7% | Reduced |
| Virtus ETF Advisers LLC | 19,378 | $671.8K | 0.43% | −3,632−15.8% | Reduced |
| CoreCap Advisors, LLC | 19,323 | $669.9K | 0.04% | −34,484−64.1% | Reduced |
| Fairfield, Bush & Co. | 19,315 | $669.7K | 0.39% | −4,900−20.2% | Reduced |
| Kapstone Financial Advisors LLC | 19,111 | $668.9K | 0.52% | −1,284−6.3% | Reduced |
| Brown Brothers Harriman & Co | 19,288 | $668.7K | 0.01% | −617−3.1% | Reduced |
| Independent Financial Group, LLC | 19,278 | $668.4K | 0.04% | +2,453+14.6% | Added |
| ARS Wealth Advisors Group, LLC | 19,243 | $667.2K | 0.10% | −612−3.1% | Reduced |
| Empire Financial Management Company, LLC | 19,226 | $666.6K | 0.26% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 19,179 | $664.9K | 0.08% | +1,327+7.4% | Added |
| Paradigm Financial Partners, LLC | 19,158 | $664.2K | 0.16% | +19,158 | New |
| Csenge Advisory Group | 19,154 | $664.1K | 0.04% | −985−4.9% | Reduced |
| Tudor Investment Corp Et Al | 19,143 | $663.7K | 0.01% | +19,143 | New |
| Great Valley Advisor Group, Inc. | 19,108 | $662.6K | 0.02% | +142+0.7% | Added |
| M Holdings Securities, Inc. | 19,055 | $661.0K | 0.07% | −63−0.3% | Reduced |
| Bristlecone Advisors, LLC | 19,065 | $661.0K | 0.07% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 19,061 | $660.8K | 0.02% | +23+0.1% | Added |
| RSM US Wealth Management LLC | 19,038 | $660.0K | 0.02% | +1,588+9.1% | Added |
| Gilbert & Cook, Inc. | 19,037 | $660.0K | 0.09% | +798+4.4% | Added |
| Accurate Wealth Management, LLC | 19,067 | $659.1K | 0.20% | −1,250−6.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,007 | $659.0K | 0.02% | +2,512+15.2% | Added |
| Levy Wealth Management Group, LLC | 18,950 | $657.0K | 0.18% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 18,900 | $655.3K | 0.06% | +2,400+14.5% | Added |
| Trust Point Inc. | 18,886 | $654.8K | 0.05% | +18,886 | New |
| Mayfair Advisory Group, LLC | 18,905 | $654.5K | 0.56% | 00.0% | Unchanged |
| Forum Financial Management, LP | 18,859 | $653.8K | 0.01% | −5,394−22.2% | Reduced |
| Virtue Capital Management, LLC | 18,763 | $649.3K | 0.13% | −4,550−19.5% | Reduced |
| Boston Trust Walden Corp | 18,712 | $648.7K | 0.00% | −1,295−6.5% | Reduced |
| RFG Advisory, LLC | 18,710 | $648.7K | 0.03% | −2,498−11.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 18,672 | $647.3K | 0.09% | +10.0% | Added |
| Dupree Financial Group, LLC | 18,639 | $646.2K | 0.32% | +18,639 | New |
| Certified Advisory Corp | 18,571 | $643.8K | 0.10% | −544−2.8% | Reduced |
| St Germain D J Co Inc | 18,536 | $642.6K | 0.03% | +5,640+43.7% | Added |
| Klingenstein Fields & Co LP | 18,517 | $642.0K | 0.03% | +18,517 | New |
| Snowden Capital Advisors LLC | 18,504 | $641.5K | 0.02% | −3,840−17.2% | Reduced |
| Duncker Streett & Co Inc | 18,502 | $641.5K | 0.14% | 00.0% | Unchanged |
| PFG Advisors | 18,493 | $641.1K | 0.05% | −20−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 18,438 | $639.2K | 0.03% | +2,099+12.8% | Added |
| Appleton Partners Inc | 18,409 | $638.0K | 0.05% | 00.0% | Unchanged |
| Ledyard National Bank | 18,290 | $634.1K | 0.07% | −44−0.2% | Reduced |