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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 18,920 | $701.4K | 0.10% | −117−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 18,910 | $701.0K | 0.06% | −528−2.7% | Reduced |
| Norden Group LLC | 18,903 | $700.7K | 0.14% | +10,956+137.9% | Added |
| PFG Advisors | 18,880 | $699.9K | 0.05% | +387+2.1% | Added |
| Brown Brothers Harriman & Co | 18,840 | $698.4K | 0.01% | −448−2.3% | Reduced |
| Forum Financial Management, LP | 18,835 | $698.2K | 0.01% | −24−0.1% | Reduced |
| Bigelow Investment Advisors, LLC | 18,816 | $697.5K | 0.34% | +6,065+47.6% | Added |
| First Command Advisory Services, Inc. | 18,734 | $694.5K | 0.01% | +7,028+60.0% | Added |
| Achmea Investment Management B.V. | 18,722 | $694.0K | 0.01% | −83,231−81.6% | Reduced |
| Boston Trust Walden Corp | 18,712 | $693.7K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 18,708 | $693.5K | 0.05% | −178−0.9% | Reduced |
| SRB Corp | 18,665 | $691.9K | 0.04% | +3,399+22.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 18,643 | $691.1K | 0.09% | −29−0.2% | Reduced |
| Asset Dedication, LLC | 18,639 | $691.0K | 0.05% | −1,832−8.9% | Reduced |
| Dupree Financial Group, LLC | 18,639 | $690.9K | 0.31% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 18,596 | $689.4K | 0.04% | +7,534+68.1% | Added |
| Mitchell Sinkler & Starr | 18,546 | $687.5K | 0.17% | +18,546 | New |
| Nicolet Bankshares Inc | 18,538 | $687.2K | 0.17% | +636+3.6% | Added |
| St Germain D J Co Inc | 18,536 | $687.1K | 0.03% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 18,517 | $686.4K | 0.03% | 00.0% | Unchanged |
| Imprint Wealth LLC | 18,630 | $685.2K | 0.17% | +3,175+20.5% | Added |
| Accurate Wealth Management, LLC | 19,886 | $682.9K | 0.20% | +819+4.3% | Added |
| Appleton Partners Inc | 18,409 | $682.0K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 18,366 | $680.8K | 0.04% | +9,685+111.6% | Added |
| Clear Harbor Asset Management, LLC | 18,330 | $679.5K | 0.06% | −2,500−12.0% | Reduced |
| Certified Advisory Corp | 18,306 | $678.6K | 0.09% | −265−1.4% | Reduced |
| Hara Capital LLC | 18,240 | $676.2K | 0.41% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 18,147 | $672.7K | 0.51% | −6,398−26.1% | Reduced |
| Ledyard National Bank | 18,090 | $670.6K | 0.06% | −200−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 18,044 | $668.9K | 0.07% | −7,764−30.1% | Reduced |
| First Commonwealth Financial Corp | 18,035 | $668.6K | 0.18% | +347+2.0% | Added |
| Dorsey & Whitney Trust CO LLC | 18,004 | $667.4K | 0.05% | +91+0.5% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $667.3K | 0.05% | 00.0% | Unchanged |
| Harbor Group, Inc. | 17,956 | $665.6K | 0.18% | +6,035+50.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 17,943 | $665.1K | 0.12% | +1,053+6.2% | Added |
| North Star Investment Management Corp. | 17,893 | $663.3K | 0.05% | +30.0% | Added |
| GYL Financial Synergies, LLC | 17,791 | $659.5K | 0.05% | +69+0.4% | Added |
| Bedel Financial Consulting, Inc. | 17,730 | $657.3K | 0.10% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 17,725 | $657.1K | 0.32% | +210+1.2% | Added |
| Levy Wealth Management Group, LLC | 18,950 | $657.0K | 0.18% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 17,704 | $656.3K | 0.21% | 00.0% | Unchanged |
| Wendell David Associates Inc | 17,674 | $655.0K | 0.07% | +106+0.6% | Added |
| CFM Wealth Partners LLC | 17,667 | $654.9K | 0.13% | +865+5.1% | Added |
| Balyasny Asset Management LLC | 17,599 | $652.4K | 0.00% | +8,339+90.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 18,301 | $650.5K | 0.26% | −6,412−25.9% | Reduced |
| Parkside Financial Bank & Trust | 17,468 | $647.5K | 0.10% | +40+0.2% | Added |
| Duncker Streett & Co Inc | 17,444 | $646.6K | 0.13% | −1,058−5.7% | Reduced |
| Investors Asset Management of Georgia Inc | 17,397 | $644.9K | 0.30% | +20.0% | Added |
| NorthRock Partners, LLC | 17,336 | $642.6K | 0.02% | +785+4.7% | Added |
| Tranquility Partners, LLC | 17,244 | $639.2K | 0.25% | +5,283+44.2% | Added |
| Secure Asset Management, LLC | 17,241 | $639.1K | 0.15% | −675−3.8% | Reduced |
| Fairfield, Bush & Co. | 17,240 | $639.1K | 0.38% | −2,075−10.7% | Reduced |
| Portside Wealth Group, LLC | 17,238 | $639.0K | 0.12% | +1,055+6.5% | Added |
| Ziegler Capital Management, LLC | 17,200 | $637.6K | 0.02% | −42,000−70.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,149 | $635.7K | 0.02% | −1,858−9.8% | Reduced |
| Parallel Advisors, LLC | 17,076 | $633.0K | 0.02% | +1,363+8.7% | Added |
| IFP Advisors, Inc | 17,067 | $632.7K | 0.03% | +1,356+8.6% | Added |
| Twin Capital Management Inc | 17,014 | $630.7K | 0.08% | +245+1.5% | Added |
| Philadelphia Trust Co | 16,875 | $626.0K | 0.05% | −1,050−5.9% | Reduced |
| Lake Street Advisors Group, LLC | 16,855 | $624.8K | 0.03% | −1,583−8.6% | Reduced |
| Blueshift Asset Management, LLC | 16,833 | $624.0K | 0.32% | +16,833 | New |
| ZWJ Investment Counsel Inc | 16,707 | $619.3K | 0.03% | +10,442+166.7% | Added |
| Keystone Financial Group | 16,686 | $618.6K | 0.09% | +16,686 | New |
| Principal Securities, Inc. | 16,559 | $613.8K | 0.02% | +2,115+14.6% | Added |
| Northwest Investment Counselors, LLC | 16,511 | $612.1K | 0.15% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 19,226 | $611.8K | 0.44% | +19,226 | New |
| Smith, Salley & Associates | 16,462 | $610.2K | 0.05% | +3,260+24.7% | Added |
| Conning Inc. | 16,439 | $609.4K | 0.02% | −440−2.6% | Reduced |
| Premier Path Wealth Partners, LLC | 16,416 | $608.5K | 0.11% | −359−2.1% | Reduced |
| Verus Capital Partners, LLC | 16,401 | $608.0K | 0.07% | −20.0% | Reduced |
| Piscataqua Savings Bank | 16,384 | $607.2K | 0.54% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 16,341 | $605.8K | 0.17% | −5,904−26.5% | Reduced |
| Nwam LLC | 16,802 | $604.6K | 0.05% | −217−1.3% | Reduced |
| Silver Oak Securities, Inc | 16,310 | $604.6K | 0.09% | +3,072+23.2% | Added |
| Oakworth Capital, Inc. | 16,266 | $603.0K | 0.05% | −341−2.1% | Reduced |
| Rede Wealth, LLC | 16,217 | $601.2K | 0.25% | −989−5.7% | Reduced |
| Avantax Planning Partners, Inc. | 16,185 | $600.0K | 0.02% | +141+0.9% | Added |
| Partners in Financial Planning | 16,116 | $597.4K | 0.13% | 00.0% | Unchanged |
| Qtron Investments LLC | 16,033 | $594.3K | 0.08% | 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 |
| Guyasuta Investment Advisors Inc | 17,100 | $592.9K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 15,983 | $592.5K | 0.24% | −142−0.9% | Reduced |
| Invesco, LLC | 15,979 | $592.3K | 0.25% | +655+4.3% | Added |
| Waypoint Wealth Partners Inc. | 15,895 | $589.2K | 0.17% | −338−2.1% | Reduced |
| HBK Sorce Advisory LLC | 15,883 | $588.8K | 0.02% | +2,638+19.9% | Added |
| Nexus Investment Management ULC | 15,840 | $587.2K | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 15,750 | $583.9K | 0.02% | −210−1.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,739 | $583.4K | 0.01% | +3,872+32.6% | Added |
| Syverson Strege & Co | 15,710 | $582.4K | 0.21% | +421+2.8% | Added |
| Grey Street Capital, LLC | 15,709 | $582.3K | 0.08% | +15,709 | New |
| Flputnam Investment Management Co | 15,674 | $581.0K | 0.01% | −262−1.6% | Reduced |
| GAMMA Investing LLC | 15,650 | $580.1K | 0.12% | +3,670+30.6% | Added |
| Merit Financial Group, LLC | 17,138 | $580.1K | 0.01% | +2,367+16.0% | Added |
| First Citizens Bank & Trust Co | 15,638 | $579.7K | 0.01% | −700−4.3% | Reduced |
| Davis R M Inc | 15,622 | $579.1K | 0.01% | +192+1.2% | Added |
| NTV Asset Management LLC | 15,583 | $577.7K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 15,570 | $577.2K | 0.08% | −177−1.1% | Reduced |
| Raleigh Capital Management Inc. | 15,559 | $576.8K | 0.25% | +1,707+12.3% | Added |
| Evercore Wealth Management, LLC | 15,532 | $575.8K | 0.01% | −130−0.8% | Reduced |