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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 25,521 | $946.1K | 0.16% | −150−0.6% | Reduced |
| USA Financial Portformulas Corp | 25,546 | $947.0K | 0.15% | +25,546 | New |
| Outlook Wealth Advisors, LLC | 25,598 | $948.9K | 0.29% | −192−0.7% | Reduced |
| Boston Financial Mangement LLC | 25,612 | $949.4K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 28,389 | $950.0K | 0.04% | −33,830−54.4% | Reduced |
| Quantum Private Wealth, LLC | 25,646 | $950.7K | 0.35% | −100.0% | Reduced |
| Walker Asset Management, LLC | 25,669 | $951.5K | 0.63% | +223+0.9% | Added |
| Sonora Investment Management Group, LLC | 25,737 | $954.1K | 0.07% | −155−0.6% | Reduced |
| Arkadios Wealth Advisors | 25,752 | $954.6K | 0.07% | −1,177−4.4% | Reduced |
| Ninepoint Partners LP | 25,768 | $955.2K | 0.12% | −6,037−19.0% | Reduced |
| RMR Wealth Builders | 25,801 | $956.4K | 0.12% | +277+1.1% | Added |
| Threadgill Financial, LLC | 25,875 | $959.2K | 0.43% | +500+2.0% | Added |
| Commonwealth Financial Services, LLC | 27,693 | $960.1K | 0.23% | 00.0% | Unchanged |
| Northstar Group, Inc. | 25,989 | $963.4K | 0.19% | −201−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 26,008 | $964.1K | 0.03% | +5,155+24.7% | Added |
| Dynamic Technology Lab Private Ltd | 26,064 | $966.0K | 0.10% | +26,064 | New |
| Symmetry Partners, LLC | 26,163 | $970.0K | 0.08% | 00.0% | Unchanged |
| Cadinha & Co LLC | 26,246 | $972.9K | 0.17% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 26,408 | $978.9K | 0.20% | +2,099+8.6% | Added |
| Warren Averett Asset Management, LLC | 26,472 | $981.3K | 0.02% | +11,123+72.5% | Added |
| AA Financial Advisors, LLC | 27,013 | $1.00M | 0.40% | +27,013 | New |
| Brookstone Capital Management | 27,113 | $1.01M | 0.02% | +3,662+15.6% | Added |
| Campbell & CO Investment Adviser LLC | 27,139 | $1.01M | 0.09% | +27,139 | New |
| Pittenger & Anderson Inc | 27,180 | $1.01M | 0.04% | 00.0% | Unchanged |
| Community Trust & Investment Co | 27,354 | $1.01M | 0.07% | −4,611−14.4% | Reduced |
| Eagle Asset Management Inc | 27,631 | $1.02M | 0.01% | +7,035+34.2% | Added |
| Stony Point Wealth Management Inc. | 27,502 | $1.02M | 0.44% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 27,508 | $1.02M | 0.10% | +163+0.6% | Added |
| Adirondack Trust Co | 27,535 | $1.02M | 0.43% | −24−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 27,583 | $1.02M | 0.04% | +1,651+6.4% | Added |
| Brooks, Moore & Associates, Inc. | 27,679 | $1.03M | 0.66% | −3,232−10.5% | Reduced |
| Stratos Wealth Advisors, LLC | 27,682 | $1.03M | 0.06% | −528−1.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 27,690 | $1.03M | 0.69% | −200−0.7% | Reduced |
| Morse Asset Management, Inc | 27,700 | $1.03M | 0.26% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27,705 | $1.03M | 0.03% | +4,145+17.6% | Added |
| Vista Investment Management | 27,937 | $1.04M | 0.42% | −1,487−5.1% | Reduced |
| Unigestion Holding SA | 27,946 | $1.04M | 0.05% | +3,263+13.2% | Added |
| Meeder Asset Management Inc | 28,089 | $1.04M | 0.07% | +28,089 | New |
| Navalign, LLC | 28,145 | $1.04M | 0.35% | +557+2.0% | Added |
| Essex Financial Services, Inc. | 28,328 | $1.05M | 0.10% | −2,512−8.1% | Reduced |
| Westfield Capital Management Co LP | 28,590 | $1.06M | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 28,752 | $1.07M | 0.03% | +1,338+4.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 28,796 | $1.07M | 0.28% | +6,637+30.0% | Added |
| Busey Wealth Management | 28,844 | $1.07M | 0.04% | +470+1.7% | Added |
| Howland Capital Management LLC | 28,896 | $1.07M | 0.05% | −120.0% | Reduced |
| Criterion Capital Advisors, LLC | 29,010 | $1.08M | 0.72% | +4,178+16.8% | Added |
| Acorn Wealth Advisors, LLC | 29,057 | $1.08M | 0.56% | −145−0.5% | Reduced |
| Legacy Private Trust Co. | 29,075 | $1.08M | 0.08% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 29,197 | $1.08M | 0.89% | +612+2.1% | Added |
| Biltmore Wealth Management, LLC | 31,293 | $1.08M | 0.52% | 00.0% | Unchanged |
| Fruth Investment Management | 29,300 | $1.09M | 0.28% | −200−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 29,316 | $1.09M | 0.07% | −99−0.3% | Reduced |
| Diversify Advisory Services, LLC | 29,580 | $1.09M | 0.06% | +29,580 | New |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.09M | 0.22% | −6,500−18.1% | Reduced |
| Graham Capital Management, L.P. | 29,571 | $1.10M | 0.03% | −9,990−25.3% | Reduced |
| SkyOak Wealth, LLC | 29,600 | $1.10M | 0.26% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 29,636 | $1.10M | 0.16% | +22,901+340.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 29,645 | $1.10M | 0.05% | +5,370+22.1% | Added |
| L.M. Kohn & Company | 29,670 | $1.10M | 0.31% | −130.0% | Reduced |
| Daymark Wealth Partners, LLC | 29,797 | $1.10M | 0.06% | +7,574+34.1% | Added |
| Sawgrass Asset Management LLC | 29,801 | $1.10M | 0.12% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 29,994 | $1.11M | 0.32% | +1,972+7.0% | Added |
| Wellington Shields & Co., LLC | 30,000 | $1.11M | 0.37% | 00.0% | Unchanged |
| Harbor Advisors LLC | 30,000 | $1.11M | 0.20% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 30,158 | $1.12M | 0.01% | +7,951+35.8% | Added |
| Sage Investment Advisers LLC | 30,210 | $1.12M | 1.28% | −1,300−4.1% | Reduced |
| Harbor Investment Advisory, LLC | 30,219 | $1.12M | 0.12% | −66−0.2% | Reduced |
| Fulton Bank, N.A. | 30,466 | $1.13M | 0.05% | −531−1.7% | Reduced |
| Systematic Financial Management LP | 30,600 | $1.13M | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 30,631 | $1.14M | 0.27% | +262+0.9% | Added |
| Wealthspire Advisors, LLC | 30,644 | $1.14M | 0.02% | −663−2.1% | Reduced |
| Private Trust Co NA | 31,046 | $1.15M | 0.12% | −739−2.3% | Reduced |
| Transcend Wealth Collective, LLC | 31,162 | $1.16M | 0.09% | +29+0.1% | Added |
| Highview Capital Management LLC | 31,163 | $1.16M | 0.52% | +31,163 | New |
| Avidian Wealth Solutions, LLC | 31,295 | $1.16M | 0.06% | +5,497+21.3% | Added |
| Intellectus Partners, LLC | 31,414 | $1.16M | 0.31% | +597+1.9% | Added |
| Ullmann Financial Group, Inc. | 31,519 | $1.17M | 0.17% | +100.0% | Added |
| Washington Trust Co | 31,568 | $1.17M | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 31,615 | $1.17M | 0.13% | −420−1.3% | Reduced |
| Taylor Hoffman Wealth Management | 31,689 | $1.17M | 0.50% | −228−0.7% | Reduced |
| Valmark Advisers, Inc. | 32,048 | $1.19M | 0.02% | −1,606−4.8% | Reduced |
| VELA Investment Management, LLC | 32,514 | $1.21M | 0.44% | 00.0% | Unchanged |
| STF Management LP | 32,786 | $1.22M | 0.53% | −468−1.4% | Reduced |
| Cascade Financial Partners, LLC | 34,410 | $1.22M | 0.18% | +34,410 | New |
| Citizens Financial Group Inc | 32,823 | $1.22M | 0.04% | +505+1.6% | Added |
| Paradigm Financial Partners, LLC | 32,873 | $1.22M | 0.26% | +13,715+71.6% | Added |
| Tudor Investment Corp Et Al | 32,908 | $1.22M | 0.01% | +13,765+71.9% | Added |
| Coastline Trust Co | 33,171 | $1.23M | 0.15% | −19,750−37.3% | Reduced |
| Federated Hermes, Inc. | 33,333 | $1.24M | 0.00% | −4,948−12.9% | Reduced |
| Harbour Trust & Investment Management Co | 33,657 | $1.25M | 0.16% | −1,800−5.1% | Reduced |
| Cobblestone Asset Management LLC | 33,799 | $1.25M | 0.85% | +228+0.7% | Added |
| Horizon Investments, LLC | 34,005 | $1.26M | 0.03% | +592+1.8% | Added |
| Equitable Holdings, Inc. | 34,060 | $1.26M | 0.01% | −6,690−16.4% | Reduced |
| First Hawaiian Bank | 34,060 | $1.26M | 0.04% | −222−0.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 34,305 | $1.27M | 0.04% | +69+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 34,680 | $1.29M | 0.05% | −192−0.6% | Reduced |
| Vaughan David Investments LLC | 34,776 | $1.29M | 0.03% | −4,100−10.5% | Reduced |
| Moore Capital Management, LP | 35,030 | $1.30M | 0.03% | +35,030 | New |
| Country Club Bank | 35,114 | $1.30M | 0.09% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 35,116 | $1.30M | 0.42% | −7,100−16.8% | Reduced |