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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 10,012 | $371.1K | 0.02% | +10,012 | New |
| Central Trust Co | 10,016 | $371.3K | 0.01% | −137−1.3% | Reduced |
| Park Edge Advisors, LLC | 10,032 | $371.9K | 0.10% | −336−3.2% | Reduced |
| IMS Capital Management | 10,051 | $372.6K | 0.17% | +125+1.3% | Added |
| Pavion Blue Capital, LLC | 10,146 | $376.1K | 0.19% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 10,168 | $376.9K | 0.00% | +179+1.8% | Added |
| Modern Wealth Management, LLC | 10,174 | $377.1K | 0.04% | +1,807+21.6% | Added |
| Northeast Financial Consultants Inc | 10,200 | $378.1K | 0.02% | −6,743−39.8% | Reduced |
| Caldwell Trust Co | 10,213 | $378.6K | 0.04% | +1,746+20.6% | Added |
| Lake Street Financial LLC | 10,234 | $379.4K | 0.05% | −520−4.8% | Reduced |
| Shorepoint Capital Partners LLC | 10,240 | $379.6K | 0.09% | −2,510−19.7% | Reduced |
| Johnson Financial Group, Inc. | 10,282 | $381.2K | 0.02% | −1,720−14.3% | Reduced |
| Bangor Savings Bank | 10,291 | $381.5K | 0.04% | −4,500−30.4% | Reduced |
| Concord Wealth Partners | 10,292 | $381.5K | 0.07% | +20.0% | Added |
| L2 Asset Management, LLC | 10,337 | $383.2K | 0.13% | +1,552+17.7% | Added |
| Austin Private Wealth, LLC | 10,553 | $384.3K | 0.04% | +645+6.5% | Added |
| Bank of Hawaii | 10,410 | $385.9K | 0.02% | −990−8.7% | Reduced |
| Garner Asset Management Corp | 10,400 | $386.0K | 0.20% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 10,445 | $387.2K | 0.23% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 10,455 | $387.6K | 0.04% | −342−3.2% | Reduced |
| Advisors Preferred, LLC | 10,561 | $388.4K | 0.07% | −81,494−88.5% | Reduced |
| Lifeworks Advisors, LLC | 10,501 | $389.3K | 0.11% | +1,244+13.4% | Added |
| Sentry Investment Management LLC | 10,518 | $390.0K | 0.15% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 10,523 | $390.1K | 0.02% | 00.0% | Unchanged |
| Girard Partners Ltd. | 10,534 | $390.5K | 0.04% | −900−7.9% | Reduced |
| Chicago Partners Investment Group LLC | 11,248 | $390.5K | 0.02% | +637+6.0% | Added |
| Sound Income Strategies, LLC | 10,542 | $390.8K | 0.03% | +47+0.4% | Added |
| Epoch Investment Partners, Inc. | 10,546 | $390.9K | 0.00% | −64−0.6% | Reduced |
| Logan Capital Management Inc | 10,547 | $391.0K | 0.02% | −45−0.4% | Reduced |
| AIA Group Ltd | 10,573 | $391.9K | 0.01% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 10,952 | $393.7K | 0.11% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 10,639 | $394.4K | 0.16% | +134+1.3% | Added |
| Simon Quick Advisors, LLC | 10,659 | $395.1K | 0.03% | +1,276+13.6% | Added |
| Midland Wealth Advisors LLC | 10,668 | $395.5K | 0.02% | −750−6.6% | Reduced |
| Kinloch Capital, LLC | 10,692 | $396.4K | 0.20% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 10,761 | $399.0K | 0.06% | −244−2.2% | Reduced |
| JNBA Financial Advisors | 10,786 | $399.8K | 0.04% | −600−5.3% | Reduced |
| Cornerstone Wealth Management, LLC | 10,790 | $400.0K | 0.03% | −749−6.5% | Reduced |
| Strategic Blueprint, LLC | 10,832 | $401.5K | 0.03% | +904+9.1% | Added |
| Clear Creek Financial Management, LLC | 10,855 | $402.4K | 0.05% | +196+1.8% | Added |
| 180 Wealth Advisors, LLC | 10,905 | $404.2K | 0.07% | −181−1.6% | Reduced |
| Beech Hill Advisors, Inc. | 10,933 | $405.3K | 0.17% | 00.0% | Unchanged |
| David Loasby | 11,311 | $406.6K | 0.04% | +135+1.2% | Added |
| Thompson Siegel & Walmsley LLC | 10,983 | $407.0K | 0.01% | +2,070+23.2% | Added |
| Madison Asset Management, LLC | 10,988 | $407.3K | 0.01% | +4,100+59.5% | Added |
| Benjamin Edwards Inc | 11,004 | $408.0K | 0.08% | −1,546−12.3% | Reduced |
| Winton Group Ltd | 11,021 | $408.5K | 0.03% | +11,021 | New |
| Mutual Advisors, LLC | 11,029 | $408.9K | 0.01% | −147−1.3% | Reduced |
| First Nebraska Trust Co | 11,100 | $411.5K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 11,199 | $411.9K | 0.18% | +847+8.2% | Added |
| Ostrum Asset Management | 11,143 | $413.1K | 0.03% | −9,623−46.3% | Reduced |
| Connors Investor Services Inc | 11,185 | $414.6K | 0.04% | +500+4.7% | Added |
| TriaGen Wealth Management LLC | 11,224 | $416.1K | 0.17% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,227 | $416.2K | 0.03% | +11,227 | New |
| Sage Private Wealth Group, LLC | 11,230 | $416.3K | 0.33% | −140−1.2% | Reduced |
| Formidable Asset Management, LLC | 11,235 | $416.5K | 0.07% | 00.0% | Unchanged |
| Westmount Partners, LLC | 11,238 | $416.6K | 0.15% | +36+0.3% | Added |
| Souders Financial Advisors | 11,253 | $417.2K | 0.07% | −647−5.4% | Reduced |
| Frisch Financial Group, Inc. | 11,279 | $418.0K | 0.14% | +15+0.1% | Added |
| Capital Investment Counsel, Inc | 11,286 | $418.4K | 0.07% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $418.5K | 0.09% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 11,306 | $419.1K | 0.33% | +27+0.2% | Added |
| Financial Network Wealth Management LLC | 12,300 | $420.0K | 0.20% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $420.3K | 0.28% | 00.0% | Unchanged |
| Tufton Capital Management | 11,340 | $420.4K | 0.08% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $420.4K | 0.13% | +240+2.2% | Added |
| Kaydan Wealth Management, Inc. | 11,349 | $420.7K | 0.14% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $423.0K | 0.05% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 11,411 | $423.0K | 0.34% | +3,147+38.1% | Added |
| Atomi Financial Group, Inc. | 11,429 | $423.7K | 0.04% | +2,164+23.4% | Added |
| Proficio Capital Partners LLC | 11,440 | $424.1K | 0.05% | −247−2.1% | Reduced |
| Advisors Capital Management, LLC | 11,454 | $425.0K | 0.01% | +2,829+32.8% | Added |
| Key Client Fiduciary Advisors, LLC | 11,478 | $425.5K | 0.23% | +249+2.2% | Added |
| Westbourne Investment Advisors, Inc. | 11,515 | $427.0K | 0.16% | +125+1.1% | Added |
| Wealth Alliance Advisory Group, LLC | 11,520 | $427.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 12,093 | $428.6K | 0.02% | +2,753+29.5% | Added |
| Keebeck Alpha, LP | 11,563 | $428.6K | 0.28% | +11,563 | New |
| Graypoint LLC | 11,570 | $428.9K | 0.03% | +560+5.1% | Added |
| Strategic Financial Services, Inc, | 11,591 | $429.7K | 0.03% | 00.0% | Unchanged |
| Sunpointe, LLC | 11,598 | $429.9K | 0.48% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,621 | $431.0K | 0.03% | +11,621 | New |
| Confluence Wealth Services, Inc. | 11,631 | $431.2K | 0.04% | −965−7.7% | Reduced |
| Foster & Motley Inc | 11,684 | $433.0K | 0.03% | +11,684 | New |
| Mayflower Financial Advisors, LLC | 11,694 | $433.5K | 0.07% | +131+1.1% | Added |
| Montag A & Associates Inc | 11,700 | $433.7K | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 11,714 | $434.2K | 0.18% | +11,714 | New |
| Fukoku Mutual Life Insurance Co | 11,750 | $435.6K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,830 | $438.5K | 0.15% | +38+0.3% | Added |
| Wallace Hart LLC | 11,847 | $439.2K | 0.37% | +11,847 | New |
| Lynch & Associates | 11,873 | $440.1K | 0.10% | 00.0% | Unchanged |
| Courier Capital LLC | 11,907 | $441.4K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 12,161 | $441.4K | 0.03% | −3,511−22.4% | Reduced |
| Meridian Wealth Management, LLC | 11,914 | $441.7K | 0.07% | −28−0.2% | Reduced |
| Commerzbank Aktiengesellschaft | 11,919 | $442.0K | 0.01% | +2,371+24.8% | Added |
| Royal Fund Management, LLC | 11,965 | $443.5K | 0.05% | −1,431−10.7% | Reduced |
| Virtue Capital Management, LLC | 12,543 | $443.6K | 0.08% | −6,220−33.2% | Reduced |
| Argyle Capital Management Inc. | 12,000 | $444.8K | 0.17% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 12,010 | $445.2K | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12,055 | $446.9K | 0.03% | −3,313−21.6% | Reduced |
| AMG National Trust Bank | 12,117 | $449.2K | 0.01% | −120−1.0% | Reduced |