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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 35,200 | $1.30M | 0.52% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 35,214 | $1.31M | 0.03% | +7,048+25.0% | Added |
| Sapient Capital LLC | 35,355 | $1.31M | 0.03% | 00.0% | Unchanged |
| Wright Investors Service Inc | 35,386 | $1.31M | 0.33% | −1,072−2.9% | Reduced |
| Pinnacle Financial Partners Inc | 35,427 | $1.31M | 0.03% | −3,416−8.8% | Reduced |
| Dynamic Advisor Solutions LLC | 35,503 | $1.32M | 0.04% | +3,257+10.1% | Added |
| Cullen Capital Management LLC | 35,755 | $1.33M | 0.01% | +3,751+11.7% | Added |
| Gibraltar Capital Management, Inc. | 35,781 | $1.33M | 0.62% | −902−2.5% | Reduced |
| Perigon Wealth Management, LLC | 35,791 | $1.33M | 0.04% | +2,712+8.2% | Added |
| Western Wealth Management, LLC | 35,832 | $1.33M | 0.10% | +644+1.8% | Added |
| Advisory Alpha, LLC | 35,924 | $1.33M | 0.05% | +2,628+7.9% | Added |
| Versor Investments LP | 36,038 | $1.34M | 0.27% | +14,737+69.2% | Added |
| Chatham Capital Group, Inc. | 36,206 | $1.34M | 0.25% | −100.0% | Reduced |
| Boston Private Wealth LLC | 36,237 | $1.34M | 0.03% | −178−0.5% | Reduced |
| J.W. Cole Advisors, Inc. | 36,303 | $1.34M | 0.07% | +14,260+64.7% | Added |
| Stratos Wealth Partners, LTD. | 36,257 | $1.34M | 0.02% | +251+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 36,282 | $1.34M | 0.07% | +21,656+148.1% | Added |
| Integrated Wealth Concepts LLC | 36,471 | $1.35M | 0.02% | +672+1.9% | Added |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.36M | 0.48% | 00.0% | Unchanged |
| Spirit of America Management Corp | 36,600 | $1.36M | 0.27% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 36,629 | $1.36M | 0.35% | +177+0.5% | Added |
| Reynders McVeigh Capital Management, LLC | 36,641 | $1.36M | 0.08% | −1,419−3.7% | Reduced |
| Sheets Smith Wealth Management | 36,681 | $1.36M | 0.15% | +121+0.3% | Added |
| V-Square Quantitative Management LLC | 36,779 | $1.36M | 0.23% | +7,994+27.8% | Added |
| Lindbrook Capital, LLC | 36,881 | $1.37M | 0.13% | +445+1.2% | Added |
| Foundations Investment Advisors, LLC | 37,198 | $1.38M | 0.04% | +2,482+7.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 37,354 | $1.38M | 0.11% | −2,650−6.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 37,419 | $1.39M | 0.39% | −28−0.1% | Reduced |
| Sherbrooke Park Advisers LLC | 37,538 | $1.39M | 0.27% | +37,538 | New |
| Massachusetts Wealth Management | 37,540 | $1.39M | 0.98% | +2,000+5.6% | Added |
| Pitcairn Co | 37,576 | $1.39M | 0.09% | +1,052+2.9% | Added |
| Moneta Group Investment Advisors LLC | 37,598 | $1.39M | 0.02% | +2,682+7.7% | Added |
| Weatherly Asset Management L. P. | 37,625 | $1.39M | 0.13% | −490−1.3% | Reduced |
| StoneX Group Inc. | 37,739 | $1.40M | 0.13% | −2,520−6.3% | Reduced |
| Sovereign Financial Group, Inc. | 37,839 | $1.40M | 0.37% | −904−2.3% | Reduced |
| Congress Park Capital LLC | 38,040 | $1.41M | 0.62% | −915−2.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 38,214 | $1.42M | 0.60% | −405−1.0% | Reduced |
| Capital Investment Advisors, LLC | 38,412 | $1.42M | 0.03% | +4,229+12.4% | Added |
| Linscomb & Williams, Inc. | 38,432 | $1.42M | 0.07% | +1,346+3.6% | Added |
| Nebula Research & Development LLC | 38,524 | $1.43M | 0.31% | +38,524 | New |
| Kanawha Capital Management LLC | 38,603 | $1.43M | 0.11% | −199−0.5% | Reduced |
| Jacobi Capital Management LLC | 38,628 | $1.43M | 0.13% | −125−0.3% | Reduced |
| Cullen Investment Group, Ltd. | 39,439 | $1.44M | 0.23% | +1,668+4.4% | Added |
| Nilsine Partners, LLC | 38,895 | $1.44M | 0.20% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 39,000 | $1.45M | 0.81% | −2,850−6.8% | Reduced |
| Leavell Investment Management, Inc. | 39,027 | $1.45M | 0.08% | +1,225+3.2% | Added |
| Coronation Fund Managers Ltd. | 39,865 | $1.48M | 0.04% | −836,149−95.4% | Reduced |
| Roundview Capital LLC | 39,878 | $1.48M | 0.12% | +863+2.2% | Added |
| Decatur Capital Management, Inc. | 40,213 | $1.49M | 0.81% | −398−1.0% | Reduced |
| Lloyd Advisory Services, LLC. | 40,325 | $1.49M | 0.32% | +34,254+564.2% | Added |
| Delta Investment Management, LLC | 40,486 | $1.50M | 0.34% | −44−0.1% | Reduced |
| First National Bank Sioux Falls | 40,500 | $1.50M | 0.82% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.50M | 0.06% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 40,563 | $1.50M | 0.06% | +40,563 | New |
| Alhambra Investment Partners LLC | 40,589 | $1.50M | 0.82% | −32,639−44.6% | Reduced |
| Bahl & Gaynor Inc | 40,757 | $1.51M | 0.01% | −254−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 40,807 | $1.51M | 0.06% | −30−0.1% | Reduced |
| D.B. Root & Company, LLC | 40,838 | $1.51M | 0.51% | +1,310+3.3% | Added |
| Marco Investment Management LLC | 40,928 | $1.52M | 0.14% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 41,389 | $1.53M | 0.15% | +2,684+6.9% | Added |
| Meeder Advisory Services, Inc. | 41,397 | $1.53M | 0.16% | +1,108+2.8% | Added |
| Grandview Asset Management LLC | 41,504 | $1.54M | 0.70% | −1,107−2.6% | Reduced |
| TCW Group Inc | 41,764 | $1.55M | 0.02% | −14,285−25.5% | Reduced |
| Fiduciary Group LLC | 41,899 | $1.55M | 0.17% | −530−1.2% | Reduced |
| Studio Investment Management LLC | 42,110 | $1.56M | 0.37% | −563−1.3% | Reduced |
| Investment Management Corp of Ontario | 42,267 | $1.57M | 0.05% | −4,542−9.7% | Reduced |
| Cascade Investment Advisors, Inc. | 42,331 | $1.57M | 1.02% | +250+0.6% | Added |
| Redwood Investment Management, LLC | 42,380 | $1.57M | 0.15% | +42,380 | New |
| Citadel Investment Advisory, Inc. | 42,710 | $1.58M | 0.89% | +210.0% | Added |
| CWM Advisors, LLC | 42,734 | $1.58M | 0.16% | −1,522−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 47,268 | $1.59M | 0.06% | +1,183+2.6% | Added |
| Acadian Asset Management LLC | 42,999 | $1.59M | 0.01% | +4,606+12.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 43,168 | $1.60M | 0.55% | +43,168 | New |
| Centiva Capital, LP | 43,680 | $1.62M | 0.09% | +9,854+29.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 43,812 | $1.62M | 0.06% | +35+0.1% | Added |
| WBH Advisory Inc | 43,820 | $1.62M | 0.17% | −23−0.1% | Reduced |
| Public Sector Pension Investment Board | 44,045 | $1.63M | 0.01% | +2,900+7.0% | Added |
| IHT Wealth Management, LLC | 44,122 | $1.64M | 0.07% | −202−0.5% | Reduced |
| Guardian Investment Management | 44,250 | $1.64M | 1.35% | −900−2.0% | Reduced |
| Waters Parkerson & Co., LLC | 44,310 | $1.64M | 0.08% | +351+0.8% | Added |
| Erste Asset Management GmbH | 44,645 | $1.64M | 0.02% | +1,255+2.9% | Added |
| Kinneret Advisory, LLC | 44,516 | $1.65M | 0.16% | −139−0.3% | Reduced |
| Value Partners Investments Inc. | 44,669 | $1.65M | 0.14% | +3,675+9.0% | Added |
| Sigma Planning Corp | 44,668 | $1.66M | 0.05% | +29,532+195.1% | Added |
| E. Ohman J:or Asset Management AB | 44,690 | $1.66M | 0.04% | +10,790+31.8% | Added |
| Diversified Trust Co | 44,778 | $1.66M | 0.05% | +24,490+120.7% | Added |
| Ballentine Partners, LLC | 44,807 | $1.66M | 0.03% | −10,419−18.9% | Reduced |
| Fingerlakes Wealth Management, Inc. | 44,897 | $1.66M | 1.61% | −2,874−6.0% | Reduced |
| Idaho Trust Bank | 44,897 | $1.66M | 1.61% | +44,897 | New |
| Smithfield Trust Co | 45,091 | $1.67M | 0.09% | −660−1.4% | Reduced |
| Coldstream Capital Management Inc | 45,037 | $1.67M | 0.04% | +4,936+12.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 45,204 | $1.68M | 0.13% | −28,041−38.3% | Reduced |
| Wedbush Securities Inc | 45,859 | $1.70M | 0.06% | +11,552+33.7% | Added |
| Tokio Marine Asset Management Co Ltd | 45,993 | $1.70M | 0.09% | +3,567+8.4% | Added |
| Sanchez Wealth Management Group | 46,264 | $1.71M | 0.58% | −837−1.8% | Reduced |
| Silvercrest Asset Management Group LLC | 46,434 | $1.72M | 0.01% | −211−0.5% | Reduced |
| EP Wealth Advisors, LLC | 46,583 | $1.73M | 0.02% | −5,074−9.8% | Reduced |
| Summit Trail Advisors, LLC | 47,064 | $1.74M | 0.05% | +33,104+237.1% | Added |
| Fiduciary Trust Co | 47,192 | $1.75M | 0.03% | +2,691+6.0% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 47,345 | $1.76M | 1.25% | −425−0.9% | Reduced |