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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 4,455 | $165.1K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4,484 | $166.2K | 0.12% | +1,591+55.0% | Added |
| Slocum, Gordon & Co LLP | 4,500 | $166.8K | 0.12% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,500 | $166.8K | 0.05% | +4,500 | New |
| Perritt Capital Management Inc | 4,514 | $167.3K | 0.09% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 4,641 | $172.0K | 0.17% | +4,641 | New |
| Cassady Schiller Wealth Management, LLC | 4,647 | $172.3K | 0.08% | −280−5.7% | Reduced |
| ZRC Wealth Management, LLC | 4,734 | $175.5K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,880 | $179.5K | 0.01% | +1,073+28.2% | Added |
| Salomon & Ludwin, LLC | 5,157 | $191.2K | 0.02% | −216−4.0% | Reduced |
| Larson Financial Group LLC | 5,243 | $194.4K | 0.02% | −200−3.7% | Reduced |
| Advisors Asset Management, Inc. | 5,283 | $195.8K | 0.00% | +4,508+581.7% | Added |
| Paladin Advisory Group, LLC | 5,387 | $198.1K | 0.16% | 00.0% | Unchanged |
| S&CO Inc | 5,400 | $200.0K | 0.01% | +5,400 | New |
| Moseley Investment Management Inc | 5,400 | $200.2K | 0.10% | +5,400 | New |
| Spinnaker Investment Group, LLC | 5,400 | $200.2K | 0.06% | +5,400 | New |
| Northwest Wealth Management, LLC | 5,409 | $200.5K | 0.05% | +5,409 | New |
| Voya Financial Advisors, Inc. | 5,462 | $201.2K | 0.02% | −605−10.0% | Reduced |
| HTLF Bank | 5,429 | $201.3K | 0.02% | +5,429 | New |
| Ausdal Financial Partners, Inc. | 5,477 | $203.0K | 0.02% | +5,477 | New |
| TFG Advisers LLC | 5,507 | $204.1K | 0.08% | −499−8.3% | Reduced |
| BancorpSouth Bank | 5,509 | $204.2K | 0.01% | +5,509 | New |
| Wintrust Investments LLC | 5,535 | $205.0K | 0.02% | +5,535 | New |
| Wealthquest Corp | 5,536 | $205.2K | 0.02% | +5,536 | New |
| Roberts Glore & Co Inc | 5,542 | $205.4K | 0.06% | −2,789−33.5% | Reduced |
| Retirement Planning Group | 5,550 | $205.7K | 0.02% | +5,550 | New |
| TCWP LLC | 5,557 | $206.0K | 0.55% | −519−8.5% | Reduced |
| Quent Capital, LLC | 5,583 | $207.0K | 0.02% | +20.0% | Added |
| Nicholas Hoffman & Company, LLC. | 5,605 | $207.8K | 0.01% | +5,605 | New |
| First Affirmative Financial Network | 5,667 | $210.1K | 0.15% | +5,667 | New |
| Claro Advisors LLC | 5,688 | $210.9K | 0.04% | +5,688 | New |
| JB Capital LLC | 5,688 | $210.9K | 0.01% | −81−1.4% | Reduced |
| Regal Investment Advisors LLC | 5,718 | $212.0K | 0.01% | +5,718 | New |
| Principal Street Partners, LLC | 6,172 | $212.2K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,134 | $212.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,749 | $213.1K | 0.02% | −7−0.1% | Reduced |
| Corton Capital Inc. | 5,757 | $213.4K | 0.08% | −9,225−61.6% | Reduced |
| David R. Rahn & Associates Inc. | 5,760 | $213.5K | 0.09% | −10,476−64.5% | Reduced |
| Willow Creek Wealth Management Inc. | 5,787 | $214.5K | 0.03% | −71−1.2% | Reduced |
| MRP Capital Investments, LLC | 5,800 | $215.0K | 0.22% | −4,300−42.6% | Reduced |
| Chesley Taft & Associates LLC | 5,800 | $215.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,800 | $215.0K | 0.11% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 5,819 | $215.7K | 0.06% | +5,819 | New |
| Douglas Lane & Associates, LLC | 5,822 | $215.8K | 0.00% | −1,281−18.0% | Reduced |
| Great Diamond Partners, LLC | 5,839 | $216.5K | 0.05% | −102−1.7% | Reduced |
| Financial Advocates Investment Management | 5,839 | $216.5K | 0.01% | +20.0% | Added |
| Sterling Investment Counsel, LLC | 5,872 | $217.7K | 0.10% | +5,872 | New |
| Financial Advisory Service, Inc. | 5,872 | $217.7K | 0.02% | +14+0.2% | Added |
| Gibbs Wealth Management | 5,909 | $219.0K | 0.13% | +5,909 | New |
| LRI Investments, LLC | 5,931 | $219.9K | 0.06% | +5,931 | New |
| Aaron Wealth Advisors | 5,943 | $220.3K | 0.03% | +5,943 | New |
| First Personal Financial Services | 5,952 | $220.6K | 0.05% | −3−0.1% | Reduced |
| BSW Wealth Partners | 5,956 | $220.8K | 0.04% | −147−2.4% | Reduced |
| JT Stratford LLC | 5,985 | $221.9K | 0.04% | −10.0% | Reduced |
| Financial Advisory Group | 5,990 | $222.0K | 0.04% | +8+0.1% | Added |
| Westover Capital Advisors, LLC | 6,000 | $222.4K | 0.07% | −510−7.8% | Reduced |
| Montgomery Investment Management Inc | 6,000 | $222.4K | 0.08% | 00.0% | Unchanged |
| Fractal Investments LLC | 6,000 | $222.4K | 0.04% | +6,000 | New |
| Heartwood Wealth Advisors LLC | 6,005 | $222.6K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,016 | $223.0K | 0.03% | −2,117−26.0% | Reduced |
| Patron Partners Advisors, LLC | 6,066 | $224.9K | 0.14% | +55+0.9% | Added |
| Allegheny Financial Group LTD | 6,075 | $225.2K | 0.07% | −592−8.9% | Reduced |
| Emerald Advisors, LLC | 6,082 | $225.4K | 0.04% | +10.0% | Added |
| TCG Advisory Services, LLC | 6,082 | $225.4K | 0.01% | +148+2.5% | Added |
| White Pine Capital LLC | 6,802 | $226.0K | 0.09% | −148−2.1% | Reduced |
| Morningstar Investment Services LLC | 6,124 | $226.0K | 0.00% | −3,851−38.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 6,100 | $226.1K | 0.02% | −225−3.6% | Reduced |
| New Century Financial Group, LLC | 6,108 | $226.4K | 0.16% | +6,108 | New |
| CVA Family Office, LLC | 6,108 | $226.4K | 0.04% | +16+0.3% | Added |
| Kendall Capital Management | 6,144 | $227.8K | 0.08% | −900−12.8% | Reduced |
| Lakeridge Wealth Management LLC | 6,154 | $228.1K | 0.15% | +24+0.4% | Added |
| Delta Financial Group, Inc. | 6,173 | $229.0K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,190 | $229.0K | 0.02% | +6,190 | New |
| Continental Investors Services, Inc. | 6,231 | $229.2K | 0.54% | +68+1.1% | Added |
| Nelson Capital Management, LLC | 6,200 | $229.8K | 0.04% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,204 | $230.0K | 0.00% | +6,204 | New |
| Atlas Capital Advisors LLC | 6,207 | $230.1K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,211 | $230.3K | 0.02% | −366−5.6% | Reduced |
| Catalina Capital Group, LLC | 6,246 | $231.5K | 0.10% | +6,246 | New |
| First Heartland Consultants, Inc. | 6,260 | $232.0K | 0.02% | +6,260 | New |
| McElhenny Sheffield Capital Management, LLC | 6,295 | $233.4K | 0.08% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,297 | $233.4K | 0.05% | +11+0.2% | Added |
| Pathway Financial Advisors LLC | 6,312 | $234.0K | 0.06% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $234.0K | 0.13% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 6,320 | $234.3K | 0.19% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 6,335 | $234.8K | 0.05% | +200+3.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,353 | $235.3K | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 6,355 | $235.6K | 0.20% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 6,363 | $235.9K | 0.07% | −480−7.0% | Reduced |
| Bill Few Associates, Inc. | 6,363 | $235.9K | 0.10% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,412 | $237.7K | 0.03% | +10.0% | Added |
| Pensionmark Financial Group, LLC | 6,420 | $238.0K | 0.03% | +6,420 | New |
| Old Second National Bank of Aurora | 6,450 | $239.1K | 0.06% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 6,458 | $239.4K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,459 | $239.4K | 0.02% | +459+7.6% | Added |
| Wallace Advisory Group, LLC | 6,921 | $240.0K | 0.18% | +6,921 | New |
| Red Wave Investments LLC | 6,493 | $240.7K | 0.09% | −150−2.3% | Reduced |
| Moneywise, Inc. | 6,518 | $241.6K | 0.13% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6,531 | $242.1K | 0.02% | −619−8.7% | Reduced |
| Resolute Wealth Strategies, LLC | 6,545 | $242.6K | 0.15% | +10+0.2% | Added |