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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 6,548 | $242.7K | 0.01% | +6,548 | New |
| Baldwin Investment Management, LLC | 6,593 | $244.4K | 0.03% | −4−0.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,593 | $244.4K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,623 | $245.0K | 0.02% | −137−2.0% | Reduced |
| Atlas Brown,Inc. | 6,622 | $245.5K | 0.09% | +30.0% | Added |
| Zions Bancorporation, N.A. | 6,663 | $247.0K | 0.02% | +289+4.5% | Added |
| Rothschild Investment LLC | 6,664 | $247.0K | 0.02% | +248+3.9% | Added |
| Middleton & Co Inc | 6,675 | $247.4K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,685 | $247.8K | 0.04% | +201+3.1% | Added |
| SageView Advisory Group, LLC | 6,690 | $248.0K | 0.01% | −684−9.3% | Reduced |
| J. W. Coons Advisors, LLC | 6,690 | $248.0K | 0.06% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,700 | $248.4K | 0.01% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,234 | $249.6K | 0.15% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 6,750 | $250.2K | 0.13% | 00.0% | Unchanged |
| Heritage Trust Co | 6,765 | $250.8K | 0.03% | −932−12.1% | Reduced |
| Sage Mountain Advisors LLC | 6,824 | $253.0K | 0.03% | −1,257−15.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 7,625 | $253.3K | 0.17% | +122+1.6% | Added |
| Summit X, LLC | 6,837 | $253.4K | 0.06% | −50−0.7% | Reduced |
| Guardian Wealth Advisors, LLC | 6,842 | $253.6K | 0.03% | +282+4.3% | Added |
| Carderock Capital Management Inc | 6,850 | $253.9K | 0.07% | −550−7.4% | Reduced |
| Mirova | 6,853 | $254.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 6,870 | $254.7K | 0.02% | +6,870 | New |
| Salem Investment Counselors Inc | 6,892 | $255.5K | 0.01% | −15,475−69.2% | Reduced |
| New Potomac Partners, LLC | 6,902 | $255.9K | 0.14% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,907 | $256.0K | 0.01% | −10,280−59.8% | Reduced |
| Defender Capital, LLC. | 6,910 | $256.2K | 0.09% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 6,911 | $256.2K | 0.09% | −510−6.9% | Reduced |
| Braun-Bostich & Associates Inc. | 6,955 | $257.8K | 0.22% | −172−2.4% | Reduced |
| Kowal Investment Group, LLC | 6,956 | $257.9K | 0.06% | +423+6.5% | Added |
| Patten & Patten Inc | 6,961 | $258.0K | 0.02% | −99−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 7,035 | $258.7K | 0.07% | 00.0% | Unchanged |
| Barr E S & Co | 7,000 | $259.5K | 0.02% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,020 | $260.2K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 7,063 | $261.8K | 0.13% | −890−11.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,108 | $263.5K | 0.02% | −217−3.0% | Reduced |
| Smith Anglin Financial, LLC | 7,112 | $263.6K | 0.03% | −115−1.6% | Reduced |
| Keel Point, LLC | 7,146 | $264.9K | 0.03% | +1,195+20.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,149 | $265.0K | 0.01% | +7,149 | New |
| Fairhaven Wealth Management, LLC | 7,184 | $266.3K | 0.09% | −10−0.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 7,187 | $266.4K | 0.13% | +4+0.1% | Added |
| Smith, Moore & Co. | 7,190 | $266.6K | 0.03% | −226−3.0% | Reduced |
| Papp L Roy & Associates | 7,200 | $266.9K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $266.9K | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $266.9K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7,200 | $266.9K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 7,214 | $267.4K | 0.01% | +255+3.7% | Added |
| Bryn Mawr Trust Co | 7,231 | $268.1K | 0.01% | +7,231 | New |
| Broadwater Capital Management LLC | 7,245 | $268.6K | 0.21% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,247 | $268.6K | 0.03% | +40+0.6% | Added |
| Oxford Financial Group Ltd | 7,261 | $269.2K | 0.02% | +161+2.3% | Added |
| Hazlett, Burt & Watson, Inc. | 7,304 | $270.0K | 0.16% | +252+3.6% | Added |
| Ridgewood Investments LLC | 7,329 | $271.7K | 0.14% | +7+0.1% | Added |
| Quantum Financial Advisors, LLC | 7,337 | $272.0K | 0.05% | +7,337 | New |
| West Wealth Group, LLC | 7,345 | $272.3K | 0.10% | +24+0.3% | Added |
| Harbour Investments, Inc. | 7,358 | $272.8K | 0.01% | +455+6.6% | Added |
| Selective Wealth Management, Inc. | 7,710 | $273.0K | 0.12% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,383 | $273.7K | 0.01% | −29−0.4% | Reduced |
| Klingman & Associates, LLC | 7,391 | $274.0K | 0.02% | +62+0.8% | Added |
| Front Row Advisors LLC | 7,408 | $274.6K | 0.10% | +1,168+18.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,409 | $274.7K | 0.07% | 00.0% | Unchanged |
| Thomasville National Bank | 7,443 | $275.9K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 7,446 | $276.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,449 | $276.1K | 0.17% | −100−1.3% | Reduced |
| TrinityPoint Wealth, LLC | 7,471 | $276.9K | 0.05% | +10.0% | Added |
| Summit Global Investments | 8,044 | $277.0K | 0.02% | −8,209−50.5% | Reduced |
| Berkshire Asset Management LLC | 7,474 | $277.0K | 0.01% | −500−6.3% | Reduced |
| Farmers National Bank | 7,499 | $278.0K | 0.08% | −1,628−17.8% | Reduced |
| Norway Savings Bank | 7,500 | $278.0K | 0.12% | −900−10.7% | Reduced |
| Meridian Wealth Advisors, LLC | 7,500 | $278.0K | 0.05% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $278.0K | 0.24% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,506 | $278.2K | 0.11% | −59−0.8% | Reduced |
| Cozad Asset Management Inc | 7,509 | $278.4K | 0.03% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 7,519 | $278.7K | 0.16% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,554 | $280.0K | 0.09% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 7,558 | $280.2K | 0.05% | +7,558 | New |
| Auxier Asset Management | 7,566 | $280.5K | 0.04% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 8,169 | $280.9K | 0.05% | +8,169 | New |
| Signet Financial Management, LLC | 7,588 | $281.3K | 0.04% | −50−0.7% | Reduced |
| Capstone Financial Advisors, Inc. | 7,593 | $281.5K | 0.02% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 7,613 | $282.2K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 7,616 | $282.3K | 0.10% | +5,977+364.7% | Added |
| Grimes & Company, Inc. | 7,644 | $283.4K | 0.01% | +24+0.3% | Added |
| Compass Financial Group, INC | 7,646 | $283.4K | 0.07% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7,662 | $284.0K | 0.12% | −3,240−29.7% | Reduced |
| Providence Capital Advisors, LLC | 7,667 | $284.2K | 0.06% | −159,400−95.4% | Reduced |
| Delap Wealth Advisory, LLC | 7,669 | $284.3K | 0.11% | +7,669 | New |
| Willner & Heller, LLC | 7,683 | $284.8K | 0.28% | +25+0.3% | Added |
| Southland Equity Partners LLC | 7,685 | $284.9K | 0.08% | +20.0% | Added |
| State of Wyoming | 7,705 | $285.6K | 0.05% | +4,056+111.2% | Added |
| Gradient Investments LLC | 7,714 | $286.0K | 0.01% | −2,993−28.0% | Reduced |
| Crawford Investment Counsel Inc | 7,750 | $287.3K | 0.01% | +1,675+27.6% | Added |
| Empower Advisory Group, LLC | 7,798 | $289.1K | 0.00% | +559+7.7% | Added |
| Broderick Brian C | 7,800 | $289.1K | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7,825 | $290.1K | 0.01% | +7,825 | New |
| BNC Wealth Management, LLC | 7,861 | $291.4K | 0.12% | −90−1.1% | Reduced |
| New Capital Management LP | 7,884 | $292.3K | 0.09% | 00.0% | Unchanged |
| Exchange Bank | 7,933 | $294.1K | 0.24% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $294.1K | 0.06% | 00.0% | Unchanged |
| Family Wealth Partners, LLC | 8,009 | $296.9K | 0.17% | +8,009 | New |
| Centaurus Financial, Inc. | 8,014 | $297.0K | 0.02% | −400−4.8% | Reduced |