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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 8,028 | $297.6K | 0.17% | −397−4.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8,034 | $297.8K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,080 | $299.6K | 0.02% | +8,080 | New |
| Regent Peak Wealth Advisors LLC | 8,094 | $300.0K | 0.08% | +23+0.3% | Added |
| NFJ Investment Group, LLC | 8,143 | $301.9K | 0.01% | −2,143−20.8% | Reduced |
| Verus Financial Partners, Inc. | 8,192 | $303.7K | 0.04% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 8,198 | $303.9K | 0.07% | −12−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,211 | $304.3K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 8,231 | $305.1K | 0.08% | −582−6.6% | Reduced |
| CIC Wealth, LLC | 8,265 | $306.4K | 0.09% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 8,271 | $306.6K | 0.16% | +26+0.3% | Added |
| Mather Group, LLC. | 8,857 | $307.1K | 0.00% | +115+1.3% | Added |
| Marshall Financial Group LLC | 8,358 | $309.8K | 0.09% | −1,210−12.6% | Reduced |
| Wellington Wealth Strategies, LLC. | 8,375 | $310.5K | 0.15% | +8,375 | New |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $311.4K | 0.17% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 8,417 | $312.0K | 0.11% | −222−2.6% | Reduced |
| Borer Denton & Associates, Inc. | 8,439 | $312.8K | 0.11% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,457 | $313.5K | 0.01% | +8,457 | New |
| Live Oak Private Wealth LLC | 8,470 | $314.0K | 0.05% | −40−0.5% | Reduced |
| Eagle Wealth Strategies LLC | 8,543 | $314.2K | 0.26% | +6+0.1% | Added |
| Norris Perne & French LLP | 8,486 | $314.6K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,500 | $315.1K | 0.02% | +657+8.4% | Added |
| Allstate Corp | 8,504 | $315.2K | 0.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,513 | $315.6K | 0.05% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 8,521 | $315.9K | 0.18% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 8,525 | $316.0K | 0.01% | −2,850−25.1% | Reduced |
| Main Street Group, LTD | 8,621 | $317.2K | 0.14% | +606+7.6% | Added |
| Davis Capital Management | 8,637 | $317.7K | 0.28% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8,626 | $319.8K | 0.03% | −54−0.6% | Reduced |
| Aspiriant, LLC | 8,643 | $320.4K | 0.01% | −6−0.1% | Reduced |
| Wealth Effects LLC | 8,646 | $320.5K | 0.12% | −231−2.6% | Reduced |
| Guidance Capital, Inc | 9,126 | $320.7K | 0.12% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 8,655 | $320.8K | 0.08% | +8,655 | New |
| PDS Planning, Inc | 8,659 | $321.0K | 0.03% | −1,897−18.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,680 | $321.8K | 0.08% | +284+3.4% | Added |
| Drive Wealth Management, LLC | 8,697 | $322.4K | 0.09% | −93−1.1% | Reduced |
| Allred Capital Management, LLC | 8,706 | $322.8K | 0.13% | +6+0.1% | Added |
| Mattern Wealth Management LLC | 8,784 | $325.6K | 0.08% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,802 | $326.3K | 0.04% | +1,678+23.6% | Added |
| Knollwood Investment Advisory, LLC | 8,807 | $326.5K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8,826 | $327.2K | 0.05% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 8,837 | $327.6K | 0.04% | +4,898+124.3% | Added |
| Lakeview Capital Partners, LLC | 8,858 | $328.4K | 0.05% | −76−0.9% | Reduced |
| Capital Advisors Inc | 8,885 | $329.4K | 0.01% | +136+1.6% | Added |
| Covenant Partners, LLC | 8,886 | $329.4K | 0.10% | −157−1.7% | Reduced |
| Valley National Advisers Inc | 8,933 | $330.0K | 0.05% | −46−0.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 8,918 | $330.6K | 0.16% | +129+1.5% | Added |
| Legacy Financial Advisors, Inc. | 8,926 | $330.9K | 0.06% | −18,869−67.9% | Reduced |
| KPP Advisory Services LLC | 8,931 | $331.1K | 0.09% | −987−10.0% | Reduced |
| WNY Asset Management, LLC | 8,975 | $332.7K | 0.05% | −958−9.6% | Reduced |
| IFG Advisors, LLC | 8,976 | $332.8K | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,978 | $332.8K | 0.03% | −369−3.9% | Reduced |
| Abn Amro Investment Solutions | 8,996 | $333.5K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 9,000 | $333.6K | 0.02% | −400−4.3% | Reduced |
| Wolverine Asset Management LLC | 9,000 | $333.6K | 0.01% | +9,000 | New |
| Brass Tax Wealth Management, Inc | 9,000 | $333.6K | 0.17% | +9,000 | New |
| Avestar Capital, LLC | 9,063 | $336.0K | 0.04% | +2,205+32.2% | Added |
| Evermay Wealth Management LLC | 9,102 | $337.4K | 0.05% | −117−1.3% | Reduced |
| MCF Advisors LLC | 9,113 | $337.8K | 0.03% | −886−8.9% | Reduced |
| YHB Investment Advisors, Inc. | 9,117 | $338.0K | 0.03% | −572−5.9% | Reduced |
| Wealth Group, Ltd. | 9,135 | $339.0K | 0.26% | +9,135 | New |
| Barlow Wealth Partners, Inc. | 9,679 | $342.1K | 0.05% | −723−7.0% | Reduced |
| Hanson & Doremus Investment Management | 9,240 | $343.0K | 0.06% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 9,259 | $343.2K | 0.08% | −610−6.2% | Reduced |
| Mirabella Financial Services LLP | 9,299 | $344.7K | 0.03% | +9,299 | New |
| Waldron Private Wealth LLC | 9,304 | $344.9K | 0.02% | +415+4.7% | Added |
| Ironwood Investment Counsel, LLC | 9,331 | $345.9K | 0.06% | +10.0% | Added |
| TrueWealth Advisors, LLC | 9,345 | $346.4K | 0.13% | +103+1.1% | Added |
| RB Capital Management, LLC | 9,345 | $346.4K | 0.09% | +10.0% | Added |
| EverSource Wealth Advisors, LLC | 10,431 | $346.5K | 0.03% | +2,619+33.5% | Added |
| Renaissance Investment Group LLC | 9,350 | $346.6K | 0.08% | −400−4.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 9,394 | $348.2K | 0.02% | +9,394 | New |
| ORBA Wealth Advisors, L.L.C. | 9,396 | $348.3K | 0.19% | +300+3.3% | Added |
| Phoenix Holdings Ltd. | 9,479 | $350.9K | 0.00% | +9,479 | New |
| Sittner & Nelson, LLC | 9,477 | $351.3K | 0.18% | +12+0.1% | Added |
| Forte Capital LLC | 9,480 | $351.4K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 9,545 | $353.8K | 0.22% | −9,994−51.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,564 | $354.5K | 0.04% | +9,564 | New |
| Dakota Wealth Management | 9,570 | $354.7K | 0.01% | −1,463−13.3% | Reduced |
| 1858 Wealth Management, LLC | 10,260 | $355.7K | 0.34% | 00.0% | Unchanged |
| DRW Securities, LLC | 9,613 | $356.4K | 0.02% | −754−7.3% | Reduced |
| First Financial Bank - Trust Division | 9,628 | $356.9K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9,637 | $357.2K | 0.08% | +243+2.6% | Added |
| Malaga Cove Capital, LLC | 9,658 | $358.0K | 0.15% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10,624 | $360.5K | 0.10% | +34+0.3% | Added |
| Armstrong, Fleming & Moore, Inc | 9,752 | $361.5K | 0.25% | +10.0% | Added |
| SeaCrest Wealth Management, LLC | 9,768 | $362.1K | 0.04% | −20,470−67.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,784 | $362.7K | 0.06% | +104+1.1% | Added |
| Hartline Investment Corp | 9,784 | $362.7K | 0.06% | +9,784 | New |
| Fortress Wealth Group, LLC | 10,528 | $363.2K | 0.19% | +1,186+12.7% | Added |
| JFS Wealth Advisors, LLC | 9,833 | $364.5K | 0.03% | +8,704+770.9% | Added |
| Curran Financial Partners, LLC | 9,840 | $364.8K | 0.13% | −50−0.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,842 | $364.8K | 0.03% | +23+0.2% | Added |
| King Luther Capital Management Corp | 9,845 | $365.0K | 0.00% | −301−3.0% | Reduced |
| Estabrook Capital Management | 9,875 | $366.1K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 9,885 | $366.4K | 0.16% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $366.8K | 0.10% | 00.0% | Unchanged |
| West Branch Capital LLC | 9,918 | $367.7K | 0.15% | +28+0.3% | Added |
| McClarren Financial Advisors, Inc. | 9,920 | $368.0K | 0.26% | +10.0% | Added |
| Glen Eagle Advisors, LLC | 9,998 | $370.6K | 0.07% | 00.0% | Unchanged |