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 |
|---|---|---|---|---|---|
| Commerzbank Aktiengesellschaft | 11,919 | $442.0K | 0.01% | +2,371+24.8% | Added |
| Meridian Wealth Management, LLC | 11,914 | $441.7K | 0.07% | −28−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 12,161 | $441.4K | 0.03% | −3,511−22.4% | Reduced |
| Courier Capital LLC | 11,907 | $441.4K | 0.03% | 00.0% | Unchanged |
| Lynch & Associates | 11,873 | $440.1K | 0.10% | 00.0% | Unchanged |
| Wallace Hart LLC | 11,847 | $439.2K | 0.37% | +11,847 | New |
| Barry Investment Advisors, LLC | 11,830 | $438.5K | 0.15% | +38+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 11,750 | $435.6K | 0.03% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 11,714 | $434.2K | 0.18% | +11,714 | New |
| Montag A & Associates Inc | 11,700 | $433.7K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,694 | $433.5K | 0.07% | +131+1.1% | Added |
| Foster & Motley Inc | 11,684 | $433.0K | 0.03% | +11,684 | New |
| Confluence Wealth Services, Inc. | 11,631 | $431.2K | 0.04% | −965−7.7% | Reduced |
| Virtu Financial LLC | 11,621 | $431.0K | 0.03% | +11,621 | New |
| Sunpointe, LLC | 11,598 | $429.9K | 0.48% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 11,591 | $429.7K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 11,570 | $428.9K | 0.03% | +560+5.1% | Added |
| Keebeck Alpha, LP | 11,563 | $428.6K | 0.28% | +11,563 | New |
| Ameritas Advisory Services, LLC | 12,093 | $428.6K | 0.02% | +2,753+29.5% | Added |
| Wealth Alliance Advisory Group, LLC | 11,520 | $427.0K | 0.10% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,515 | $427.0K | 0.16% | +125+1.1% | Added |
| Key Client Fiduciary Advisors, LLC | 11,478 | $425.5K | 0.23% | +249+2.2% | Added |
| Advisors Capital Management, LLC | 11,454 | $425.0K | 0.01% | +2,829+32.8% | Added |
| Proficio Capital Partners LLC | 11,440 | $424.1K | 0.05% | −247−2.1% | Reduced |
| Atomi Financial Group, Inc. | 11,429 | $423.7K | 0.04% | +2,164+23.4% | Added |
| LWM Advisory Services, LLC | 11,411 | $423.0K | 0.34% | +3,147+38.1% | Added |
| SOL Capital Management CO | 11,400 | $423.0K | 0.05% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $420.7K | 0.14% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $420.4K | 0.13% | +240+2.2% | Added |
| Tufton Capital Management | 11,340 | $420.4K | 0.08% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $420.3K | 0.28% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 12,300 | $420.0K | 0.20% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 11,306 | $419.1K | 0.33% | +27+0.2% | Added |
| Financial Advisors, LLC | 11,289 | $418.5K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $418.4K | 0.07% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 11,279 | $418.0K | 0.14% | +15+0.1% | Added |
| Souders Financial Advisors | 11,253 | $417.2K | 0.07% | −647−5.4% | Reduced |
| Westmount Partners, LLC | 11,238 | $416.6K | 0.15% | +36+0.3% | Added |
| Formidable Asset Management, LLC | 11,235 | $416.5K | 0.07% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 11,230 | $416.3K | 0.33% | −140−1.2% | Reduced |
| Prelude Capital Management, LLC | 11,227 | $416.2K | 0.03% | +11,227 | New |
| TriaGen Wealth Management LLC | 11,224 | $416.1K | 0.17% | 00.0% | Unchanged |
| Connors Investor Services Inc | 11,185 | $414.6K | 0.04% | +500+4.7% | Added |
| Ostrum Asset Management | 11,143 | $413.1K | 0.03% | −9,623−46.3% | Reduced |
| Skopos Labs, Inc. | 11,199 | $411.9K | 0.18% | +847+8.2% | Added |
| First Nebraska Trust Co | 11,100 | $411.5K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,029 | $408.9K | 0.01% | −147−1.3% | Reduced |
| Winton Group Ltd | 11,021 | $408.5K | 0.03% | +11,021 | New |
| Benjamin Edwards Inc | 11,004 | $408.0K | 0.08% | −1,546−12.3% | Reduced |
| Madison Asset Management, LLC | 10,988 | $407.3K | 0.01% | +4,100+59.5% | Added |
| Thompson Siegel & Walmsley LLC | 10,983 | $407.0K | 0.01% | +2,070+23.2% | Added |
| David Loasby | 11,311 | $406.6K | 0.04% | +135+1.2% | Added |
| Beech Hill Advisors, Inc. | 10,933 | $405.3K | 0.17% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 10,905 | $404.2K | 0.07% | −181−1.6% | Reduced |
| Clear Creek Financial Management, LLC | 10,855 | $402.4K | 0.05% | +196+1.8% | Added |
| Strategic Blueprint, LLC | 10,832 | $401.5K | 0.03% | +904+9.1% | Added |
| Cornerstone Wealth Management, LLC | 10,790 | $400.0K | 0.03% | −749−6.5% | Reduced |
| JNBA Financial Advisors | 10,786 | $399.8K | 0.04% | −600−5.3% | Reduced |
| Altfest L J & Co Inc | 10,761 | $399.0K | 0.06% | −244−2.2% | Reduced |
| Kinloch Capital, LLC | 10,692 | $396.4K | 0.20% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 10,668 | $395.5K | 0.02% | −750−6.6% | Reduced |
| Simon Quick Advisors, LLC | 10,659 | $395.1K | 0.03% | +1,276+13.6% | Added |
| Peregrine Asset Advisers, Inc. | 10,639 | $394.4K | 0.16% | +134+1.3% | Added |
| Financial Strategies Group, Inc. | 10,952 | $393.7K | 0.11% | 00.0% | Unchanged |
| AIA Group Ltd | 10,573 | $391.9K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 10,547 | $391.0K | 0.02% | −45−0.4% | Reduced |
| Epoch Investment Partners, Inc. | 10,546 | $390.9K | 0.00% | −64−0.6% | Reduced |
| Sound Income Strategies, LLC | 10,542 | $390.8K | 0.03% | +47+0.4% | Added |
| Chicago Partners Investment Group LLC | 11,248 | $390.5K | 0.02% | +637+6.0% | Added |
| Girard Partners Ltd. | 10,534 | $390.5K | 0.04% | −900−7.9% | Reduced |
| Goelzer Investment Management, Inc. | 10,523 | $390.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 10,518 | $390.0K | 0.15% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 10,501 | $389.3K | 0.11% | +1,244+13.4% | Added |
| Advisors Preferred, LLC | 10,561 | $388.4K | 0.07% | −81,494−88.5% | Reduced |
| Angeles Wealth Management, LLC | 10,455 | $387.6K | 0.04% | −342−3.2% | Reduced |
| Chronos Wealth Management, LLC | 10,445 | $387.2K | 0.23% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10,400 | $386.0K | 0.20% | 00.0% | Unchanged |
| Bank of Hawaii | 10,410 | $385.9K | 0.02% | −990−8.7% | Reduced |
| Austin Private Wealth, LLC | 10,553 | $384.3K | 0.04% | +645+6.5% | Added |
| L2 Asset Management, LLC | 10,337 | $383.2K | 0.13% | +1,552+17.7% | Added |
| Concord Wealth Partners | 10,292 | $381.5K | 0.07% | +20.0% | Added |
| Bangor Savings Bank | 10,291 | $381.5K | 0.04% | −4,500−30.4% | Reduced |
| Johnson Financial Group, Inc. | 10,282 | $381.2K | 0.02% | −1,720−14.3% | Reduced |
| Shorepoint Capital Partners LLC | 10,240 | $379.6K | 0.09% | −2,510−19.7% | Reduced |
| Lake Street Financial LLC | 10,234 | $379.4K | 0.05% | −520−4.8% | Reduced |
| Caldwell Trust Co | 10,213 | $378.6K | 0.04% | +1,746+20.6% | Added |
| Northeast Financial Consultants Inc | 10,200 | $378.1K | 0.02% | −6,743−39.8% | Reduced |
| Modern Wealth Management, LLC | 10,174 | $377.1K | 0.04% | +1,807+21.6% | Added |
| Los Angeles Capital Management LLC | 10,168 | $376.9K | 0.00% | +179+1.8% | Added |
| Pavion Blue Capital, LLC | 10,146 | $376.1K | 0.19% | 00.0% | Unchanged |
| IMS Capital Management | 10,051 | $372.6K | 0.17% | +125+1.3% | Added |
| Park Edge Advisors, LLC | 10,032 | $371.9K | 0.10% | −336−3.2% | Reduced |
| Central Trust Co | 10,016 | $371.3K | 0.01% | −137−1.3% | Reduced |
| Summit Financial, LLC | 10,012 | $371.1K | 0.02% | +10,012 | New |
| Glen Eagle Advisors, LLC | 9,998 | $370.6K | 0.07% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 9,920 | $368.0K | 0.26% | +10.0% | Added |
| West Branch Capital LLC | 9,918 | $367.7K | 0.15% | +28+0.3% | Added |
| CM Wealth Advisors LLC | 10,800 | $366.8K | 0.10% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 9,885 | $366.4K | 0.16% | 00.0% | Unchanged |
| Estabrook Capital Management | 9,875 | $366.1K | 0.06% | 00.0% | Unchanged |