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 |
|---|---|---|---|---|---|
| Fagan Associates, Inc. | 12,131 | $449.7K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 12,184 | $451.7K | 0.07% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,203 | $452.4K | 0.02% | +597+5.1% | Added |
| Diversified, LLC | 12,210 | $452.6K | 0.06% | +679+5.9% | Added |
| Elgethun Capital Management | 12,310 | $453.6K | 0.11% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 12,244 | $453.9K | 0.14% | −400−3.2% | Reduced |
| Deseret Mutual Benefit Administrators | 12,292 | $455.7K | 0.23% | +56+0.5% | Added |
| Catalyst Financial Partners LLC | 13,379 | $457.0K | 0.12% | +1,324+11.0% | Added |
| Armstrong Advisory Group, Inc | 13,205 | $457.8K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 12,354 | $457.9K | 0.04% | −288−2.3% | Reduced |
| Thoroughbred Financial Services, LLC | 12,386 | $459.0K | 0.04% | −14,230−53.5% | Reduced |
| Shufro Rose & Co LLC | 12,400 | $459.7K | 0.04% | +1,000+8.8% | Added |
| Collective Family Office LLC | 12,419 | $460.4K | 0.15% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,507 | $463.6K | 0.02% | −154−1.2% | Reduced |
| Founders Financial Alliance, LLC | 12,531 | $464.5K | 0.14% | +142+1.1% | Added |
| Wolverine Trading, LLC | 12,550 | $465.2K | 0.00% | −3,630−22.4% | Reduced |
| Northwest Bancshares, Inc. | 12,551 | $465.3K | 0.07% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 12,587 | $466.6K | 0.29% | +702+5.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $467.1K | 0.12% | 00.0% | Unchanged |
| McLean Asset Management Corp | 13,089 | $470.5K | 0.16% | −29−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,697 | $470.7K | 0.02% | +3,071+31.9% | Added |
| Level Four Advisory Services, LLC | 13,607 | $471.8K | 0.03% | +900+7.1% | Added |
| Successful Portfolios LLC | 12,765 | $473.2K | 0.32% | −1,137−8.2% | Reduced |
| ISAM Funds (UK) Ltd | 12,828 | $475.5K | 0.27% | −12,140−48.6% | Reduced |
| Revolve Wealth Partners, LLC | 12,860 | $476.7K | 0.08% | +12,860 | New |
| Brighton Jones LLC | 12,880 | $477.4K | 0.02% | +1,295+11.2% | Added |
| Sepio Capital, LP | 12,929 | $479.3K | 0.04% | −44−0.3% | Reduced |
| Gables Capital Management Inc. | 12,950 | $480.1K | 0.26% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 12,961 | $480.5K | 0.02% | −2,379−15.5% | Reduced |
| OneAscent Wealth Management LLC | 12,992 | $482.0K | 0.18% | +4,298+49.4% | Added |
| Trustmark National Bank Trust Department | 13,042 | $483.5K | 0.04% | +432+3.4% | Added |
| Astoria Portfolio Advisors LLC. | 13,798 | $484.9K | 0.19% | −1,007−6.8% | Reduced |
| Black Diamond Financial, LLC | 13,990 | $485.0K | 0.13% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 13,119 | $486.3K | 0.05% | −1,435−9.9% | Reduced |
| RCS Financial Planning, LLC | 13,184 | $488.7K | 0.30% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 13,243 | $490.9K | 0.31% | +417+3.3% | Added |
| Baker Tilly Wealth Management, LLC | 13,490 | $500.1K | 0.09% | −197−1.4% | Reduced |
| Moloney Securities Asset Management, LLC | 13,537 | $501.8K | 0.08% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 13,604 | $504.3K | 0.06% | +6,251+85.0% | Added |
| Pathway Financial Advisers, LLC | 13,656 | $506.3K | 0.18% | −781−5.4% | Reduced |
| ELCO Management Co., LLC | 13,685 | $507.3K | 0.31% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,699 | $507.8K | 0.03% | +12+0.1% | Added |
| Ransom Advisory, Ltd | 13,700 | $507.9K | 0.27% | +13,700 | New |
| Patriot Financial Group Insurance Agency, LLC | 13,702 | $507.9K | 0.08% | +1,334+10.8% | Added |
| Alpha Omega Wealth Management LLC | 13,712 | $508.3K | 0.09% | −350−2.5% | Reduced |
| Capstone Investment Advisors, LLC | 13,715 | $508.4K | 0.01% | +10,522+329.5% | Added |
| FRG Family Wealth Advisors LLC | 15,360 | $510.3K | 0.10% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,800 | $511.6K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 13,829 | $512.6K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 13,877 | $514.4K | 0.01% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 13,986 | $518.0K | 0.06% | 00.0% | Unchanged |
| Becker Capital Management Inc | 13,996 | $518.8K | 0.02% | −225−1.6% | Reduced |
| Sendero Wealth Management, LLC | 14,022 | $519.8K | 0.09% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 14,037 | $520.4K | 0.08% | +136+1.0% | Added |
| Marathon Capital Management | 14,048 | $520.8K | 0.12% | 00.0% | Unchanged |
| Holderness Investments Co | 14,116 | $523.3K | 0.13% | −41−0.3% | Reduced |
| Catalytic Wealth RIA, LLC | 14,135 | $524.0K | 0.10% | +691+5.1% | Added |
| Silver Oak Advisory Group, Inc. | 14,169 | $526.0K | 0.30% | −392−2.7% | Reduced |
| Canal Capital Management, LLC | 14,214 | $526.9K | 0.09% | −409−2.8% | Reduced |
| Hendley & Co Inc | 14,310 | $530.0K | 0.19% | 00.0% | Unchanged |
| Alpha Family Trust | 14,320 | $530.8K | 0.32% | 00.0% | Unchanged |
| Burt Wealth Advisors | 14,335 | $531.4K | 0.13% | −2,000−12.2% | Reduced |
| Sowell Financial Services LLC | 14,375 | $533.0K | 0.03% | +3,707+34.7% | Added |
| FC Advisory LLC | 14,400 | $533.8K | 0.20% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 14,441 | $535.3K | 0.09% | +194+1.4% | Added |
| OneAscent Financial Services LLC | 14,633 | $542.0K | 0.06% | +2,638+22.0% | Added |
| Wedmont Private Capital | 15,138 | $544.2K | 0.04% | +1,109+7.9% | Added |
| Meritas Wealth Management, LLC | 14,715 | $545.5K | 0.38% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 14,793 | $548.4K | 0.02% | −646−4.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,807 | $548.9K | 0.08% | +5,371+56.9% | Added |
| Ramirez Asset Management, Inc. | 14,827 | $549.6K | 0.11% | −2,610−15.0% | Reduced |
| Viawealth, LLC | 14,874 | $551.4K | 0.34% | 00.0% | Unchanged |
| Fragasso Group Inc. | 14,891 | $552.0K | 0.05% | −8,201−35.5% | Reduced |
| Magnolia Capital Management Ltd | 14,895 | $552.0K | 0.47% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 14,938 | $553.8K | 0.19% | +7,370+97.4% | Added |
| NCM Capital Management, LLC | 14,946 | $554.0K | 0.31% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 14,953 | $554.3K | 0.09% | −130−0.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 14,953 | $554.3K | 0.06% | +960+6.9% | Added |
| Castle Wealth Management LLC | 15,024 | $556.9K | 0.29% | −389−2.5% | Reduced |
| NBT Bank N A | 15,078 | $558.9K | 0.04% | −330−2.1% | Reduced |
| Washington Trust Bank | 15,085 | $559.2K | 0.05% | −8,447−35.9% | Reduced |
| Buckingham Strategic Partners | 15,086 | $559.3K | 0.02% | +8,381+125.0% | Added |
| We Are One Seven, LLC | 15,095 | $559.6K | 0.03% | −710−4.5% | Reduced |
| Qsemble Capital Management, LP | 15,101 | $559.8K | 0.12% | +4,554+43.2% | Added |
| SlateStone Wealth, LLC | 15,108 | $560.0K | 0.06% | −4,440−22.7% | Reduced |
| Wilkins Investment Counsel Inc | 15,200 | $563.5K | 0.08% | +15,200 | New |
| Manchester Capital Management LLC | 15,204 | $563.6K | 0.07% | +264+1.8% | Added |
| First Horizon Advisors, Inc. | 15,215 | $564.0K | 0.02% | −2,144−12.4% | Reduced |
| CWA Asset Management Group, LLC | 15,231 | $564.6K | 0.03% | −2,406−13.6% | Reduced |
| Crescent Sterling, Ltd. | 15,300 | $567.2K | 0.52% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 15,329 | $568.2K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 15,365 | $569.6K | 0.07% | +4,550+42.1% | Added |
| NewEdge Wealth, LLC | 17,101 | $574.1K | 0.01% | +17,101 | New |
| JGP Wealth Management, LLC | 15,521 | $575.4K | 0.08% | −505−3.2% | Reduced |
| Evercore Wealth Management, LLC | 15,532 | $575.8K | 0.01% | −130−0.8% | Reduced |
| Raleigh Capital Management Inc. | 15,559 | $576.8K | 0.25% | +1,707+12.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15,570 | $577.2K | 0.08% | −177−1.1% | Reduced |
| NTV Asset Management LLC | 15,583 | $577.7K | 0.09% | 00.0% | Unchanged |
| Davis R M Inc | 15,622 | $579.1K | 0.01% | +192+1.2% | Added |
| First Citizens Bank & Trust Co | 15,638 | $579.7K | 0.01% | −700−4.3% | Reduced |