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 |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 938 | $34.8K | 0.02% | +594+172.7% | Added |
| Jamison Private Wealth Management, Inc. | 963 | $35.7K | 0.01% | +33+3.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,050 | $35.8K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 989 | $36.7K | 0.02% | +3+0.3% | Added |
| Tortoise Investment Management, LLC | 1,005 | $37.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,044 | $38.7K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,050 | $38.9K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,042 | $39.0K | 0.01% | +40+4.0% | Added |
| SRS Capital Advisors, Inc. | 1,053 | $39.0K | 0.00% | +3+0.3% | Added |
| JJJ Advisors Inc. | 1,072 | $39.7K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,085 | $40.2K | 0.01% | +1,085 | New |
| Operose Advisors LLC | 1,086 | $40.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,101 | $40.8K | 0.01% | −84−7.1% | Reduced |
| Voisard Asset Management Group, Inc. | 1,119 | $41.5K | 0.02% | +3+0.3% | Added |
| Clean Yield Group | 1,129 | $41.9K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,160 | $43.0K | 0.01% | −320−21.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,195 | $44.3K | 0.02% | −768−39.1% | Reduced |
| Peoples Bank | 1,200 | $44.5K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,233 | $45.7K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,234 | $45.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,240 | $46.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,342 | $49.7K | 0.00% | +166+14.1% | Added |
| Bullock Wealth Management Group | 1,364 | $50.2K | 0.03% | +1,364 | New |
| Rise Advisors, LLC | 1,361 | $50.5K | 0.03% | +1,010+287.7% | Added |
| Godsey & Gibb Associates | 1,381 | $51.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,446 | $53.6K | 0.02% | −1,308−47.5% | Reduced |
| West Paces Advisors Inc. | 1,470 | $54.5K | 0.01% | −28−1.9% | Reduced |
| GW&K Investment Management, LLC | 1,476 | $55.0K | 0.00% | +434+41.7% | Added |
| Exchange Traded Concepts, LLC | 1,487 | $55.1K | 0.00% | +1,344+939.9% | Added |
| Centerpoint Advisors, LLC | 1,500 | $56.0K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,516 | $56.2K | 0.00% | +1,516 | New |
| Versant Capital Management, Inc | 1,526 | $56.6K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,527 | $56.6K | 0.03% | −312−17.0% | Reduced |
| Princeton Global Asset Management LLC | 1,600 | $59.3K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,629 | $60.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,638 | $60.7K | 0.01% | +138+9.2% | Added |
| Frazier Financial Advisors, LLC | 1,666 | $61.8K | 0.05% | +26+1.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,670 | $62.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,677 | $62.2K | 0.01% | +1,275+317.2% | Added |
| Nemes Rush Group LLC | 1,713 | $63.5K | 0.01% | +105+6.5% | Added |
| Baldwin Brothers Inc | 1,740 | $64.5K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $66.7K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1,809 | $67.0K | 0.04% | +1,809 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,861 | $69.0K | 0.01% | −79−4.1% | Reduced |
| Catalyst Capital Advisors LLC | 1,870 | $69.3K | 0.00% | −14−0.7% | Reduced |
| Planning Capital Management Corp | 1,916 | $71.0K | 0.05% | +30+1.6% | Added |
| Leonteq Securities AG | 1,917 | $71.1K | 0.01% | −377−16.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,935 | $71.7K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $72.3K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,987 | $73.7K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,043 | $75.7K | 0.03% | +4+0.2% | Added |
| Arcadia Investment Management Corp | 2,064 | $76.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $77.1K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,096 | $77.7K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 2,097 | $77.7K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,105 | $78.0K | 0.04% | +7+0.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,130 | $79.0K | 0.05% | −33−1.5% | Reduced |
| Gleason Group, Inc. | 2,170 | $80.5K | 0.02% | +7+0.3% | Added |
| Covestor Ltd | 2,188 | $81.0K | 0.05% | −10.0% | Reduced |
| Silvant Capital Management LLC | 2,199 | $81.5K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,214 | $82.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,315 | $85.8K | 0.03% | +284+14.0% | Added |
| Riverview Trust Co | 2,329 | $86.3K | 0.07% | +2,329 | New |
| Key Financial Inc | 2,343 | $86.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,462 | $91.0K | 0.01% | +35+1.4% | Added |
| CNB Bank | 2,532 | $93.9K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,541 | $94.2K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,605 | $96.6K | 0.05% | +2,605 | New |
| Quarry LP | 2,680 | $99.3K | 0.04% | +2,513+1,504.8% | Added |
| MV Capital Management, Inc. | 2,696 | $99.9K | 0.01% | −150−5.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,700 | $100.0K | 0.04% | −9,141−77.2% | Reduced |
| Atlantic Trust, LLC | 2,703 | $100.2K | 0.03% | +8+0.3% | Added |
| Gen-Wealth Partners Inc | 2,733 | $101.3K | 0.05% | +2,733 | New |
| Washington Trust Advisors, Inc. | 2,760 | $102.3K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,839 | $105.2K | 0.00% | −79,911−96.6% | Reduced |
| Laffer Tengler Investments | 2,846 | $105.5K | 0.03% | +2,665+1,472.4% | Added |
| DiNuzzo Private Wealth, Inc. | 2,901 | $107.5K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2,905 | $107.7K | 0.08% | +34+1.2% | Added |
| NewSquare Capital LLC | 3,000 | $111.2K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,000 | $111.2K | 0.10% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $111.8K | 0.02% | −3,015−50.0% | Reduced |
| MB, Levis & Associates, LLC | 3,034 | $112.5K | 0.06% | +7+0.2% | Added |
| Trifecta Capital Advisors, LLC | 3,117 | $115.5K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,130 | $116.0K | 0.01% | −203−6.1% | Reduced |
| Truvestments Capital LLC | 3,265 | $121.0K | 0.05% | −2,002−38.0% | Reduced |
| McIlrath & Eck, LLC | 3,269 | $121.2K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,279 | $121.6K | 0.00% | −436−11.7% | Reduced |
| Financial Management Professionals, Inc. | 3,572 | $132.0K | 0.02% | +185+5.5% | Added |
| Hexagon Capital Partners LLC | 3,609 | $133.8K | 0.03% | +47+1.3% | Added |
| TD Capital Management LLC | 3,645 | $135.1K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3,672 | $136.1K | 0.01% | +3,672 | New |
| Core Alternative Capital | 3,702 | $137.2K | 0.02% | −211−5.4% | Reduced |
| Bruce G. Allen Investments, LLC | 3,719 | $137.9K | 0.11% | +146+4.1% | Added |
| Union Savings Bank | 3,800 | $140.8K | 0.07% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,879 | $143.8K | 0.02% | +3,566+1,139.3% | Added |
| Custom Portfolio Group LLC | 4,035 | $149.6K | 0.12% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,050 | $150.1K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,100 | $152.0K | 0.09% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4,148 | $153.7K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,350 | $161.3K | 0.05% | 00.0% | Unchanged |