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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 15,521 | $575.4K | 0.08% | −505−3.2% | Reduced |
| NewEdge Wealth, LLC | 17,101 | $574.1K | 0.01% | +17,101 | New |
| Prosperity Consulting Group, LLC | 15,365 | $569.6K | 0.07% | +4,550+42.1% | Added |
| Principle Wealth Partners LLC | 15,329 | $568.2K | 0.04% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 15,300 | $567.2K | 0.52% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 15,231 | $564.6K | 0.03% | −2,406−13.6% | Reduced |
| First Horizon Advisors, Inc. | 15,215 | $564.0K | 0.02% | −2,144−12.4% | Reduced |
| Manchester Capital Management LLC | 15,204 | $563.6K | 0.07% | +264+1.8% | Added |
| Wilkins Investment Counsel Inc | 15,200 | $563.5K | 0.08% | +15,200 | New |
| SlateStone Wealth, LLC | 15,108 | $560.0K | 0.06% | −4,440−22.7% | Reduced |
| Qsemble Capital Management, LP | 15,101 | $559.8K | 0.12% | +4,554+43.2% | Added |
| We Are One Seven, LLC | 15,095 | $559.6K | 0.03% | −710−4.5% | Reduced |
| Buckingham Strategic Partners | 15,086 | $559.3K | 0.02% | +8,381+125.0% | Added |
| Washington Trust Bank | 15,085 | $559.2K | 0.05% | −8,447−35.9% | Reduced |
| NBT Bank N A | 15,078 | $558.9K | 0.04% | −330−2.1% | Reduced |
| Castle Wealth Management LLC | 15,024 | $556.9K | 0.29% | −389−2.5% | Reduced |
| 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 |
| NCM Capital Management, LLC | 14,946 | $554.0K | 0.31% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 14,938 | $553.8K | 0.19% | +7,370+97.4% | Added |
| Magnolia Capital Management Ltd | 14,895 | $552.0K | 0.47% | 00.0% | Unchanged |
| Fragasso Group Inc. | 14,891 | $552.0K | 0.05% | −8,201−35.5% | Reduced |
| Viawealth, LLC | 14,874 | $551.4K | 0.34% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 14,827 | $549.6K | 0.11% | −2,610−15.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,807 | $548.9K | 0.08% | +5,371+56.9% | Added |
| FineMark National Bank & Trust | 14,793 | $548.4K | 0.02% | −646−4.2% | Reduced |
| Meritas Wealth Management, LLC | 14,715 | $545.5K | 0.38% | 00.0% | Unchanged |
| Wedmont Private Capital | 15,138 | $544.2K | 0.04% | +1,109+7.9% | Added |
| OneAscent Financial Services LLC | 14,633 | $542.0K | 0.06% | +2,638+22.0% | Added |
| Relyea Zuckerberg Hanson LLC | 14,441 | $535.3K | 0.09% | +194+1.4% | Added |
| FC Advisory LLC | 14,400 | $533.8K | 0.20% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 14,375 | $533.0K | 0.03% | +3,707+34.7% | Added |
| Burt Wealth Advisors | 14,335 | $531.4K | 0.13% | −2,000−12.2% | Reduced |
| Alpha Family Trust | 14,320 | $530.8K | 0.32% | 00.0% | Unchanged |
| Hendley & Co Inc | 14,310 | $530.0K | 0.19% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 14,214 | $526.9K | 0.09% | −409−2.8% | Reduced |
| Silver Oak Advisory Group, Inc. | 14,169 | $526.0K | 0.30% | −392−2.7% | Reduced |
| Catalytic Wealth RIA, LLC | 14,135 | $524.0K | 0.10% | +691+5.1% | Added |
| Holderness Investments Co | 14,116 | $523.3K | 0.13% | −41−0.3% | Reduced |
| Marathon Capital Management | 14,048 | $520.8K | 0.12% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 14,037 | $520.4K | 0.08% | +136+1.0% | Added |
| Sendero Wealth Management, LLC | 14,022 | $519.8K | 0.09% | 00.0% | Unchanged |
| Becker Capital Management Inc | 13,996 | $518.8K | 0.02% | −225−1.6% | Reduced |
| Harvey Investment Co LLC | 13,986 | $518.0K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 13,877 | $514.4K | 0.01% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 13,829 | $512.6K | 0.04% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,800 | $511.6K | 0.03% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 15,360 | $510.3K | 0.10% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 13,715 | $508.4K | 0.01% | +10,522+329.5% | Added |
| Alpha Omega Wealth Management LLC | 13,712 | $508.3K | 0.09% | −350−2.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,702 | $507.9K | 0.08% | +1,334+10.8% | Added |
| Ransom Advisory, Ltd | 13,700 | $507.9K | 0.27% | +13,700 | New |
| Joel Isaacson & Co., LLC | 13,699 | $507.8K | 0.03% | +12+0.1% | Added |
| ELCO Management Co., LLC | 13,685 | $507.3K | 0.31% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 13,656 | $506.3K | 0.18% | −781−5.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,604 | $504.3K | 0.06% | +6,251+85.0% | Added |
| Moloney Securities Asset Management, LLC | 13,537 | $501.8K | 0.08% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,490 | $500.1K | 0.09% | −197−1.4% | Reduced |
| Latitude Advisors, LLC | 13,243 | $490.9K | 0.31% | +417+3.3% | Added |
| RCS Financial Planning, LLC | 13,184 | $488.7K | 0.30% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 13,119 | $486.3K | 0.05% | −1,435−9.9% | Reduced |
| Black Diamond Financial, LLC | 13,990 | $485.0K | 0.13% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 13,798 | $484.9K | 0.19% | −1,007−6.8% | Reduced |
| Trustmark National Bank Trust Department | 13,042 | $483.5K | 0.04% | +432+3.4% | Added |
| OneAscent Wealth Management LLC | 12,992 | $482.0K | 0.18% | +4,298+49.4% | Added |
| Stonegate Investment Group, LLC | 12,961 | $480.5K | 0.02% | −2,379−15.5% | Reduced |
| Gables Capital Management Inc. | 12,950 | $480.1K | 0.26% | 00.0% | Unchanged |
| Sepio Capital, LP | 12,929 | $479.3K | 0.04% | −44−0.3% | Reduced |
| Brighton Jones LLC | 12,880 | $477.4K | 0.02% | +1,295+11.2% | Added |
| Revolve Wealth Partners, LLC | 12,860 | $476.7K | 0.08% | +12,860 | New |
| ISAM Funds (UK) Ltd | 12,828 | $475.5K | 0.27% | −12,140−48.6% | Reduced |
| Successful Portfolios LLC | 12,765 | $473.2K | 0.32% | −1,137−8.2% | Reduced |
| Level Four Advisory Services, LLC | 13,607 | $471.8K | 0.03% | +900+7.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,697 | $470.7K | 0.02% | +3,071+31.9% | Added |
| McLean Asset Management Corp | 13,089 | $470.5K | 0.16% | −29−0.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $467.1K | 0.12% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 12,587 | $466.6K | 0.29% | +702+5.9% | Added |
| Northwest Bancshares, Inc. | 12,551 | $465.3K | 0.07% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,550 | $465.2K | 0.00% | −3,630−22.4% | Reduced |
| Founders Financial Alliance, LLC | 12,531 | $464.5K | 0.14% | +142+1.1% | Added |
| Global Retirement Partners, LLC | 12,507 | $463.6K | 0.02% | −154−1.2% | Reduced |
| Collective Family Office LLC | 12,419 | $460.4K | 0.15% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 12,400 | $459.7K | 0.04% | +1,000+8.8% | Added |
| Thoroughbred Financial Services, LLC | 12,386 | $459.0K | 0.04% | −14,230−53.5% | Reduced |
| Money Concepts Capital Corp | 12,354 | $457.9K | 0.04% | −288−2.3% | Reduced |
| Armstrong Advisory Group, Inc | 13,205 | $457.8K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 13,379 | $457.0K | 0.12% | +1,324+11.0% | Added |
| Deseret Mutual Benefit Administrators | 12,292 | $455.7K | 0.23% | +56+0.5% | Added |
| Kiley Juergens Wealth Management, LLC | 12,244 | $453.9K | 0.14% | −400−3.2% | Reduced |
| Elgethun Capital Management | 12,310 | $453.6K | 0.11% | 00.0% | Unchanged |
| Diversified, LLC | 12,210 | $452.6K | 0.06% | +679+5.9% | Added |
| Evergreen Capital Management LLC | 12,203 | $452.4K | 0.02% | +597+5.1% | Added |
| 9258 Wealth Management, LLC | 12,184 | $451.7K | 0.07% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 12,131 | $449.7K | 0.08% | 00.0% | Unchanged |
| AMG National Trust Bank | 12,117 | $449.2K | 0.01% | −120−1.0% | Reduced |
| IFG Advisory, LLC | 12,055 | $446.9K | 0.03% | −3,313−21.6% | Reduced |
| Patton Albertson Miller Group, LLC | 12,010 | $445.2K | 0.07% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 12,000 | $444.8K | 0.17% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 12,543 | $443.6K | 0.08% | −6,220−33.2% | Reduced |
| Royal Fund Management, LLC | 11,965 | $443.5K | 0.05% | −1,431−10.7% | Reduced |