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, Q1 2024
Institutional positions in CSX Corp as of Mar 31, 2024. 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
- 1,694
- +47 vs. Q4 2023
- Shares held
- 1.45B
- +8.92M (+0.6%) vs. Q4 2023
- Total value
- $53.5B
- +$3.69B (+7.4%) vs. Q4 2023
- New holders
- 148
- 617 more added
- Sold out
- 101
- 601 more reduced
22 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 19 | $704 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 20 | $741 | 0.00% | +20 | New |
| ClariVest Asset Management LLC | 22 | $810 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 24 | $890 | 0.00% | +24 | New |
| Bogart Wealth, LLC | 25 | $914 | 0.00% | +25 | New |
| Beaird Harris Wealth Management, LLC | 37 | $1.37K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 42 | $1.54K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 47 | $1.74K | 0.00% | +47 | New |
| RFP Financial Group LLC | 53 | $1.97K | 0.00% | +53 | New |
| True Wealth Design, LLC | 55 | $2.04K | 0.00% | +24+77.4% | Added |
| Pingora Partners LLC | 55 | $2.04K | 0.00% | +55 | New |
| Bay Harbor Wealth Management, LLC | 63 | $2.33K | 0.00% | −14−18.2% | Reduced |
| Financial Connections Group, Inc. | 70 | $3.00K | 0.00% | +70 | New |
| Rakuten Securities, Inc. | 82 | $3.04K | 0.00% | +82 | New |
| Global Trust Asset Management, LLC | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 103 | $3.82K | 0.00% | +103 | New |
| Frank, Rimerman Advisors LLC | 108 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 108 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 111 | $4.12K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 111 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 128 | $4.76K | 0.00% | +88+220.0% | Added |
| Crewe Advisors LLC | 133 | $4.93K | 0.00% | +133 | New |
| Cedar Wealth Management, LLC | 144 | $5.34K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $5.67K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 162 | $6.00K | 0.00% | −8,982−98.2% | Reduced |
| Red Tortoise LLC | 169 | $6.26K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 177 | $6.56K | 0.00% | +5+2.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 180 | $6.67K | 0.00% | −194−51.9% | Reduced |
| Tompkins Financial Corp | 186 | $6.89K | 0.00% | +186 | New |
| First Financial Corp | 198 | $7.34K | 0.00% | +169+582.8% | Added |
| TCTC Holdings, LLC | 200 | $7.41K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 200 | $7.41K | 0.01% | +200 | New |
| Aspect Partners, LLC | 201 | $7.45K | 0.01% | −16−7.4% | Reduced |
| Richard W. Paul & Associates, LLC | 219 | $8.12K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 229 | $8.49K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 252 | $9.34K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 268 | $9.94K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 275 | $10.2K | 0.00% | +275 | New |
| Tidemark, LLC | 282 | $10.5K | 0.01% | +92+48.4% | Added |
| TSFG, LLC | 289 | $11.0K | 0.00% | +88+43.8% | Added |
| Partnership Wealth Management, LLC | 300 | $11.1K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 300 | $11.1K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 300 | $11.1K | 0.01% | +300 | New |
| Sachetta, LLC | 325 | $11.3K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 315 | $11.7K | 0.01% | 00.0% | Unchanged |
| Motco | 321 | $11.9K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 324 | $12.0K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 325 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 326 | $12.1K | 0.00% | −154−32.1% | Reduced |
| Financial Avengers, Inc. | 337 | $12.4K | 0.01% | +1+0.3% | Added |
| Creative Capital Management Investments LLC | 340 | $12.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 344 | $12.7K | 0.00% | +24+7.5% | Added |
| Gilliland Jeter Wealth Management LLC | 345 | $12.8K | 0.00% | +345 | New |
| Horizon Bancorp Inc | 363 | $13.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 353 | $13.1K | 0.00% | +151+74.8% | Added |
| PSI Advisors, LLC | 372 | $13.8K | 0.00% | +1+0.3% | Added |
| Pineridge Advisors LLC | 382 | $14.2K | 0.00% | −244−39.0% | Reduced |
| Signature Resources Capital Management, LLC | 411 | $14.2K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 387 | $14.4K | 0.01% | +264+214.6% | Added |
| Lowe Wealth Advisors, LLC | 396 | $14.7K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $14.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 413 | $15.3K | 0.01% | −59−12.5% | Reduced |
| Mma Asset Management LLC | 433 | $16.1K | 0.01% | +433 | New |
| Game Plan Financial Advisors, LLC | 445 | $16.5K | 0.01% | +2+0.5% | Added |
| REAP Financial Group, LLC | 445 | $16.5K | 0.00% | −2,980−87.0% | Reduced |
| Hollencrest Capital Management | 447 | $16.6K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 450 | $16.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 462 | $17.1K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 480 | $17.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 481 | $17.8K | 0.01% | +1+0.2% | Added |
| Caitlin John, LLC | 487 | $18.0K | 0.01% | +2+0.4% | Added |
| Raffa Wealth Management, LLC | 488 | $18.1K | 0.01% | −28−5.4% | Reduced |
| Beacon Capital Management, LLC | 538 | $19.9K | 0.00% | +176+48.6% | Added |
| Creekmur Asset Management LLC | 562 | $20.8K | 0.01% | +47+9.1% | Added |
| Wunderlich Capital Managemnt | 566 | $21.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 600 | $22.0K | 0.01% | −50−7.7% | Reduced |
| Pin Oak Investment Advisors Inc | 600 | $22.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 600 | $22.2K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 601 | $22.3K | 0.01% | +601 | New |
| Plato Investment Management Ltd | 606 | $22.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 608 | $22.5K | 0.00% | +10+1.7% | Added |
| Ameliora Wealth Management Ltd. | 627 | $23.2K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 645 | $23.9K | 0.04% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 669 | $24.8K | 0.00% | +2+0.3% | Added |
| Mascoma Wealth Management LLC | 681 | $25.2K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 688 | $25.5K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 720 | $26.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 774 | $28.7K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 788 | $29.2K | 0.00% | +788 | New |
| Ofi Invest Asset Management | 866 | $29.7K | 0.00% | +26+3.1% | Added |
| Coston, McIsaac & Partners | 822 | $30.0K | 0.01% | +2+0.2% | Added |
| Private Ocean, LLC | 812 | $30.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 821 | $30.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 825 | $30.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 950 | $32.2K | 0.01% | −35−3.6% | Reduced |
| Carolinas Wealth Consulting LLC | 877 | $32.5K | 0.01% | −11,970−93.2% | Reduced |
| FSA Wealth Management LLC | 884 | $32.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 900 | $33.1K | 0.06% | −1,697−65.3% | Reduced |
| Bellevue Asset Management, LLC | 900 | $33.4K | 0.02% | 00.0% | Unchanged |