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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 17,138 | $580.1K | 0.01% | +2,367+16.0% | Added |
| GAMMA Investing LLC | 15,650 | $580.1K | 0.12% | +3,670+30.6% | Added |
| Flputnam Investment Management Co | 15,674 | $581.0K | 0.01% | −262−1.6% | Reduced |
| Grey Street Capital, LLC | 15,709 | $582.3K | 0.08% | +15,709 | New |
| Syverson Strege & Co | 15,710 | $582.4K | 0.21% | +421+2.8% | Added |
| Mesirow Financial Investment Management, Inc. | 15,739 | $583.4K | 0.01% | +3,872+32.6% | Added |
| Bailard, Inc. | 15,750 | $583.9K | 0.02% | −210−1.3% | Reduced |
| Nexus Investment Management ULC | 15,840 | $587.2K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 15,883 | $588.8K | 0.02% | +2,638+19.9% | Added |
| Waypoint Wealth Partners Inc. | 15,895 | $589.2K | 0.17% | −338−2.1% | Reduced |
| Invesco, LLC | 15,979 | $592.3K | 0.25% | +655+4.3% | Added |
| Indiana Trust & Investment Management CO | 15,983 | $592.5K | 0.24% | −142−0.9% | Reduced |
| Guyasuta Investment Advisors Inc | 17,100 | $592.9K | 0.04% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 16,000 | $593.0K | 0.24% | −4,000−20.0% | Reduced |
| Morningstar Investment Management LLC | 16,007 | $593.0K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 16,033 | $594.3K | 0.08% | 00.0% | Unchanged |
| Partners in Financial Planning | 16,116 | $597.4K | 0.13% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 16,185 | $600.0K | 0.02% | +141+0.9% | Added |
| Rede Wealth, LLC | 16,217 | $601.2K | 0.25% | −989−5.7% | Reduced |
| Oakworth Capital, Inc. | 16,266 | $603.0K | 0.05% | −341−2.1% | Reduced |
| Silver Oak Securities, Inc | 16,310 | $604.6K | 0.09% | +3,072+23.2% | Added |
| Nwam LLC | 16,802 | $604.6K | 0.05% | −217−1.3% | Reduced |
| Roof Eidam & Maycock | 16,341 | $605.8K | 0.17% | −5,904−26.5% | Reduced |
| Piscataqua Savings Bank | 16,384 | $607.2K | 0.54% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 16,401 | $608.0K | 0.07% | −20.0% | Reduced |
| Premier Path Wealth Partners, LLC | 16,416 | $608.5K | 0.11% | −359−2.1% | Reduced |
| Conning Inc. | 16,439 | $609.4K | 0.02% | −440−2.6% | Reduced |
| Smith, Salley & Associates | 16,462 | $610.2K | 0.05% | +3,260+24.7% | Added |
| Legacy Capital Wealth Partners, LLC | 19,226 | $611.8K | 0.44% | +19,226 | New |
| Northwest Investment Counselors, LLC | 16,511 | $612.1K | 0.15% | 00.0% | Unchanged |
| Principal Securities, Inc. | 16,559 | $613.8K | 0.02% | +2,115+14.6% | Added |
| Keystone Financial Group | 16,686 | $618.6K | 0.09% | +16,686 | New |
| ZWJ Investment Counsel Inc | 16,707 | $619.3K | 0.03% | +10,442+166.7% | Added |
| Blueshift Asset Management, LLC | 16,833 | $624.0K | 0.32% | +16,833 | New |
| Lake Street Advisors Group, LLC | 16,855 | $624.8K | 0.03% | −1,583−8.6% | Reduced |
| Philadelphia Trust Co | 16,875 | $626.0K | 0.05% | −1,050−5.9% | Reduced |
| Twin Capital Management Inc | 17,014 | $630.7K | 0.08% | +245+1.5% | Added |
| IFP Advisors, Inc | 17,067 | $632.7K | 0.03% | +1,356+8.6% | Added |
| Parallel Advisors, LLC | 17,076 | $633.0K | 0.02% | +1,363+8.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,149 | $635.7K | 0.02% | −1,858−9.8% | Reduced |
| Ziegler Capital Management, LLC | 17,200 | $637.6K | 0.02% | −42,000−70.9% | Reduced |
| Portside Wealth Group, LLC | 17,238 | $639.0K | 0.12% | +1,055+6.5% | Added |
| Fairfield, Bush & Co. | 17,240 | $639.1K | 0.38% | −2,075−10.7% | Reduced |
| Secure Asset Management, LLC | 17,241 | $639.1K | 0.15% | −675−3.8% | Reduced |
| Tranquility Partners, LLC | 17,244 | $639.2K | 0.25% | +5,283+44.2% | Added |
| NorthRock Partners, LLC | 17,336 | $642.6K | 0.02% | +785+4.7% | Added |
| Investors Asset Management of Georgia Inc | 17,397 | $644.9K | 0.30% | +20.0% | Added |
| Duncker Streett & Co Inc | 17,444 | $646.6K | 0.13% | −1,058−5.7% | Reduced |
| Parkside Financial Bank & Trust | 17,468 | $647.5K | 0.10% | +40+0.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 18,301 | $650.5K | 0.26% | −6,412−25.9% | Reduced |
| Balyasny Asset Management LLC | 17,599 | $652.4K | 0.00% | +8,339+90.1% | Added |
| CFM Wealth Partners LLC | 17,667 | $654.9K | 0.13% | +865+5.1% | Added |
| Wendell David Associates Inc | 17,674 | $655.0K | 0.07% | +106+0.6% | Added |
| High Net Worth Advisory Group LLC | 17,704 | $656.3K | 0.21% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 18,950 | $657.0K | 0.18% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 17,725 | $657.1K | 0.32% | +210+1.2% | Added |
| Bedel Financial Consulting, Inc. | 17,730 | $657.3K | 0.10% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,791 | $659.5K | 0.05% | +69+0.4% | Added |
| North Star Investment Management Corp. | 17,893 | $663.3K | 0.05% | +30.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 17,943 | $665.1K | 0.12% | +1,053+6.2% | Added |
| Harbor Group, Inc. | 17,956 | $665.6K | 0.18% | +6,035+50.6% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $667.3K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 18,004 | $667.4K | 0.05% | +91+0.5% | Added |
| First Commonwealth Financial Corp | 18,035 | $668.6K | 0.18% | +347+2.0% | Added |
| Capital Investment Advisory Services, LLC | 18,044 | $668.9K | 0.07% | −7,764−30.1% | Reduced |
| Ledyard National Bank | 18,090 | $670.6K | 0.06% | −200−1.1% | Reduced |
| Taylor Financial Group, Inc. | 18,147 | $672.7K | 0.51% | −6,398−26.1% | Reduced |
| Hara Capital LLC | 18,240 | $676.2K | 0.41% | 00.0% | Unchanged |
| Certified Advisory Corp | 18,306 | $678.6K | 0.09% | −265−1.4% | Reduced |
| Clear Harbor Asset Management, LLC | 18,330 | $679.5K | 0.06% | −2,500−12.0% | Reduced |
| PFG Investments, LLC | 18,366 | $680.8K | 0.04% | +9,685+111.6% | Added |
| Appleton Partners Inc | 18,409 | $682.0K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 19,886 | $682.9K | 0.20% | +819+4.3% | Added |
| Imprint Wealth LLC | 18,630 | $685.2K | 0.17% | +3,175+20.5% | Added |
| Klingenstein Fields & Co LP | 18,517 | $686.4K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18,536 | $687.1K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 18,538 | $687.2K | 0.17% | +636+3.6% | Added |
| Mitchell Sinkler & Starr | 18,546 | $687.5K | 0.17% | +18,546 | New |
| Credential Qtrade Securities Inc. | 18,596 | $689.4K | 0.04% | +7,534+68.1% | Added |
| Dupree Financial Group, LLC | 18,639 | $690.9K | 0.31% | 00.0% | Unchanged |
| Asset Dedication, LLC | 18,639 | $691.0K | 0.05% | −1,832−8.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 18,643 | $691.1K | 0.09% | −29−0.2% | Reduced |
| SRB Corp | 18,665 | $691.9K | 0.04% | +3,399+22.3% | Added |
| Trust Point Inc. | 18,708 | $693.5K | 0.05% | −178−0.9% | Reduced |
| Boston Trust Walden Corp | 18,712 | $693.7K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 18,722 | $694.0K | 0.01% | −83,231−81.6% | Reduced |
| First Command Advisory Services, Inc. | 18,734 | $694.5K | 0.01% | +7,028+60.0% | Added |
| Bigelow Investment Advisors, LLC | 18,816 | $697.5K | 0.34% | +6,065+47.6% | Added |
| Forum Financial Management, LP | 18,835 | $698.2K | 0.01% | −24−0.1% | Reduced |
| Brown Brothers Harriman & Co | 18,840 | $698.4K | 0.01% | −448−2.3% | Reduced |
| PFG Advisors | 18,880 | $699.9K | 0.05% | +387+2.1% | Added |
| Norden Group LLC | 18,903 | $700.7K | 0.14% | +10,956+137.9% | Added |
| Arete Wealth Advisors, LLC | 18,910 | $701.0K | 0.06% | −528−2.7% | Reduced |
| Gilbert & Cook, Inc. | 18,920 | $701.4K | 0.10% | −117−0.6% | Reduced |
| Kapstone Financial Advisors LLC | 18,978 | $703.5K | 0.48% | −133−0.7% | Reduced |
| Mayfair Advisory Group, LLC | 18,980 | $703.6K | 0.51% | +75+0.4% | Added |
| RSM US Wealth Management LLC | 19,026 | $705.3K | 0.02% | −12−0.1% | Reduced |
| Bristlecone Advisors, LLC | 19,065 | $706.7K | 0.06% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 19,160 | $710.3K | 0.12% | −1,256−6.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 19,243 | $713.4K | 0.10% | 00.0% | Unchanged |