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 |
|---|---|---|---|---|---|
| DAGCO, Inc. | 47,692 | $1.77M | 0.80% | +47,692 | New |
| LaSalle St. Investment Advisors, LLC | 49,518 | $1.77M | 1.00% | 00.0% | Unchanged |
| Bath Savings Trust Co | 47,742 | $1.77M | 0.19% | +28+0.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 47,844 | $1.77M | 0.11% | +5,726+13.6% | Added |
| Carmel Capital Partners, LLC | 47,956 | $1.78M | 0.74% | +956+2.0% | Added |
| Portfolio Design Labs, LLC | 48,011 | $1.78M | 0.60% | +48,011 | New |
| Americana Partners, LLC | 48,667 | $1.80M | 0.15% | 00.0% | Unchanged |
| Veriti Management LLC | 48,775 | $1.81M | 0.13% | +5,808+13.5% | Added |
| Ronald Blue Trust, Inc. | 48,815 | $1.81M | 0.03% | +18,730+62.3% | Added |
| Sumitomo Life Insurance Co | 49,680 | $1.84M | 0.05% | −1,957−3.8% | Reduced |
| Firethorn Wealth Partners, LLC | 50,143 | $1.86M | 1.09% | +234+0.5% | Added |
| Lido Advisors, LLC | 50,270 | $1.86M | 0.02% | +1,279+2.6% | Added |
| Prospera Financial Services Inc | 50,254 | $1.86M | 0.06% | +19,484+63.3% | Added |
| Kahn Brothers Group Inc | 50,320 | $1.86M | 0.28% | 00.0% | Unchanged |
| Outfitter Financial LLC | 50,350 | $1.87M | 1.53% | −210−0.4% | Reduced |
| Hudson Canyon Capital Management | 50,601 | $1.88M | 1.21% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 50,619 | $1.88M | 0.05% | +2,342+4.9% | Added |
| BLB&B Advisors, LLC | 50,757 | $1.88M | 0.11% | −5,523−9.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 51,000 | $1.89M | 1.36% | +9,200+22.0% | Added |
| Resonant Capital Advisors, LLC | 51,302 | $1.90M | 0.16% | +2,761+5.7% | Added |
| Churchill Management Corp | 51,306 | $1.90M | 0.02% | −7,892−13.3% | Reduced |
| First Business Financial Services, Inc. | 51,647 | $1.91M | 0.21% | +914+1.8% | Added |
| Umb Bank N A | 51,665 | $1.92M | 0.03% | −122−0.2% | Reduced |
| Liontrust Investment Partners LLP | 51,687 | $1.92M | 0.03% | −8,504−14.1% | Reduced |
| Venator Management LLC | 52,045 | $1.93M | 0.57% | 00.0% | Unchanged |
| Quantbot Technologies LP | 52,082 | $1.93M | 0.11% | +52,082 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 52,126 | $1.93M | 0.21% | +201+0.4% | Added |
| Community Bank & Trust, Waco, Texas | 52,197 | $1.94M | 0.47% | +60.0% | Added |
| Zurich Insurance Group Ltd | 52,600 | $1.95M | 0.02% | +52,600 | New |
| Prio Wealth Limited Partnership | 52,668 | $1.95M | 0.06% | +950+1.8% | Added |
| Lincoln National Corp | 53,220 | $1.97M | 0.03% | +1,214+2.3% | Added |
| Woodmont Investment Counsel LLC | 53,286 | $1.98M | 0.17% | −1,302−2.4% | Reduced |
| Genesee Capital Advisors, LLC | 53,470 | $1.98M | 1.08% | −663−1.2% | Reduced |
| Squarepoint Ops LLC | 53,592 | $1.99M | 0.01% | +45+0.1% | Added |
| Apollon Wealth Management, LLC | 53,601 | $1.99M | 0.06% | +20,832+63.6% | Added |
| Garrett Investment Advisors LLC | 53,666 | $1.99M | 0.25% | +892+1.7% | Added |
| Pflug Koory, LLC | 53,857 | $2.00M | 0.98% | −30−0.1% | Reduced |
| Modera Wealth Management, LLC | 53,984 | $2.00M | 0.03% | −1,855−3.3% | Reduced |
| Venture Visionary Partners LLC | 54,041 | $2.00M | 0.10% | +419+0.8% | Added |
| Clearstead Advisors, LLC | 58,393 | $2.02M | 0.10% | +61+0.1% | Added |
| Raymond James Trust N.A. | 54,398 | $2.02M | 0.05% | −931−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 54,535 | $2.02M | 0.07% | −1,000−1.8% | Reduced |
| Meridian Management Co | 54,669 | $2.03M | 0.55% | +150.0% | Added |
| Bradley Foster & Sargent Inc | 54,771 | $2.03M | 0.04% | −213−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 55,347 | $2.05M | 0.04% | +19,104+52.7% | Added |
| Associated Banc-Corp | 55,401 | $2.05M | 0.07% | 00.0% | Unchanged |
| City Holding Co | 55,806 | $2.07M | 0.31% | −930−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 55,876 | $2.07M | 0.03% | −4,963−8.2% | Reduced |
| Barnett & Company, Inc. | 55,950 | $2.07M | 1.42% | 00.0% | Unchanged |
| United Services Automobile Association | 56,382 | $2.09M | 0.05% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 56,816 | $2.11M | 0.26% | +36,806+183.9% | Added |
| Swiss Life Asset Management Ltd | 57,144 | $2.12M | 0.03% | −211,574−78.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 57,482 | $2.13M | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 58,014 | $2.15M | 0.16% | 00.0% | Unchanged |
| Ascent Group, LLC | 58,779 | $2.18M | 0.19% | +49,869+559.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 59,028 | $2.19M | 1.19% | +3,299+5.9% | Added |
| MAI Capital Management | 59,231 | $2.20M | 0.02% | +1,931+3.4% | Added |
| Harvest Fund Management Co., Ltd | 60,074 | $2.23M | 0.20% | +42,709+245.9% | Added |
| Beese Fulmer Investment Management, Inc. | 60,380 | $2.24M | 0.21% | −385−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 60,666 | $2.25M | 0.03% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 61,060 | $2.26M | 1.68% | −855−1.4% | Reduced |
| New England Asset Management Inc | 61,500 | $2.28M | 0.35% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 61,500 | $2.28M | 0.06% | +61,500 | New |
| Geneos Wealth Management Inc. | 61,607 | $2.28M | 0.10% | +112+0.2% | Added |
| First National Bank of Omaha | 78,286 | $2.30M | 0.16% | −94,656−54.7% | Reduced |
| Metis Global Partners, LLC | 62,492 | $2.32M | 0.08% | −9,348−13.0% | Reduced |
| Chapin Davis, Inc. | 62,595 | $2.32M | 0.85% | −188−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 62,706 | $2.32M | 0.06% | +157+0.3% | Added |
| Aspen Investment Management Inc | 62,838 | $2.33M | 1.18% | −1,049−1.6% | Reduced |
| Cedar Mountain Advisors, LLC | 63,318 | $2.35M | 0.59% | 00.0% | Unchanged |
| Proequities, Inc. | 63,510 | $2.35M | 0.15% | +16,141+34.1% | Added |
| Walleye Trading LLC | 63,717 | $2.36M | 0.04% | −7,788−10.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 68,179 | $2.36M | 0.90% | −2,322−3.3% | Reduced |
| Covey Capital Advisors, LLC | 63,850 | $2.37M | 2.86% | −5,701−8.2% | Reduced |
| Everence Capital Management Inc | 63,961 | $2.37M | 0.16% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 64,310 | $2.38M | 0.82% | −760−1.2% | Reduced |
| Westpac Banking Corp | 64,635 | $2.40M | 0.18% | −5,123−7.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 64,971 | $2.41M | 0.03% | +64,971 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 65,214 | $2.42M | 0.17% | −5,187−7.4% | Reduced |
| Wesbanco Bank Inc | 65,269 | $2.42M | 0.09% | −4,724−6.7% | Reduced |
| Quest Partners LLC | 65,361 | $2.42M | 0.42% | +29,565+82.6% | Added |
| Wulff, Hansen & Co. | 65,578 | $2.43M | 2.43% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 66,026 | $2.45M | 0.00% | +1,170+1.8% | Added |
| Community Bank, N.A. | 66,060 | $2.45M | 0.32% | −395−0.6% | Reduced |
| Martingale Asset Management L P | 67,456 | $2.50M | 0.05% | +67,456 | New |
| HB Wealth Management, LLC | 67,589 | $2.51M | 0.03% | −4,263−5.9% | Reduced |
| Colony Group, LLC | 67,651 | $2.51M | 0.02% | +18,749+38.3% | Added |
| Petredis Investment Advisors LLC | 67,679 | $2.51M | 0.30% | +1,777+2.7% | Added |
| South Dakota Investment Council | 67,869 | $2.52M | 0.05% | −6,400−8.6% | Reduced |
| Family Legacy, Inc. | 68,455 | $2.54M | 0.91% | −1,255−1.8% | Reduced |
| Trust Co of Vermont | 68,593 | $2.54M | 0.14% | +51,973+312.7% | Added |
| Citizens National Bank Trust Department | 68,682 | $2.55M | 0.59% | −1,000−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 68,792 | $2.55M | 0.03% | −1,824−2.6% | Reduced |
| Wealthfront Advisers LLC | 68,863 | $2.55M | 0.01% | +9,400+15.8% | Added |
| Allworth Financial LP | 68,922 | $2.55M | 0.02% | +18,628+37.0% | Added |
| Icon Advisers Inc | 69,500 | $2.56M | 0.56% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 69,244 | $2.57M | 0.12% | −525−0.8% | Reduced |
| Heritage Wealth Advisors | 69,773 | $2.59M | 0.12% | +260+0.4% | Added |
| MTM Investment Management, LLC | 69,790 | $2.59M | 1.07% | −200−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 69,907 | $2.59M | 0.04% | −2,129−3.0% | Reduced |