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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 9,845 | $365.0K | 0.00% | −301−3.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,842 | $364.8K | 0.03% | +23+0.2% | Added |
| Curran Financial Partners, LLC | 9,840 | $364.8K | 0.13% | −50−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 9,833 | $364.5K | 0.03% | +8,704+770.9% | Added |
| Fortress Wealth Group, LLC | 10,528 | $363.2K | 0.19% | +1,186+12.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,784 | $362.7K | 0.06% | +104+1.1% | Added |
| Hartline Investment Corp | 9,784 | $362.7K | 0.06% | +9,784 | New |
| SeaCrest Wealth Management, LLC | 9,768 | $362.1K | 0.04% | −20,470−67.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 9,752 | $361.5K | 0.25% | +10.0% | Added |
| Kozak & Associates, Inc. | 10,624 | $360.5K | 0.10% | +34+0.3% | Added |
| Malaga Cove Capital, LLC | 9,658 | $358.0K | 0.15% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9,637 | $357.2K | 0.08% | +243+2.6% | Added |
| First Financial Bank - Trust Division | 9,628 | $356.9K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 9,613 | $356.4K | 0.02% | −754−7.3% | Reduced |
| 1858 Wealth Management, LLC | 10,260 | $355.7K | 0.34% | 00.0% | Unchanged |
| Dakota Wealth Management | 9,570 | $354.7K | 0.01% | −1,463−13.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,564 | $354.5K | 0.04% | +9,564 | New |
| Everpar Advisors LLC | 9,545 | $353.8K | 0.22% | −9,994−51.1% | Reduced |
| Forte Capital LLC | 9,480 | $351.4K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9,477 | $351.3K | 0.18% | +12+0.1% | Added |
| Phoenix Holdings Ltd. | 9,479 | $350.9K | 0.00% | +9,479 | New |
| ORBA Wealth Advisors, L.L.C. | 9,396 | $348.3K | 0.19% | +300+3.3% | Added |
| Beacon Investment Advisory Services, Inc. | 9,394 | $348.2K | 0.02% | +9,394 | New |
| Renaissance Investment Group LLC | 9,350 | $346.6K | 0.08% | −400−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 10,431 | $346.5K | 0.03% | +2,619+33.5% | Added |
| RB Capital Management, LLC | 9,345 | $346.4K | 0.09% | +10.0% | Added |
| TrueWealth Advisors, LLC | 9,345 | $346.4K | 0.13% | +103+1.1% | Added |
| Ironwood Investment Counsel, LLC | 9,331 | $345.9K | 0.06% | +10.0% | Added |
| Waldron Private Wealth LLC | 9,304 | $344.9K | 0.02% | +415+4.7% | Added |
| Mirabella Financial Services LLP | 9,299 | $344.7K | 0.03% | +9,299 | New |
| Lebenthal Global Advisors, LLC | 9,259 | $343.2K | 0.08% | −610−6.2% | Reduced |
| Hanson & Doremus Investment Management | 9,240 | $343.0K | 0.06% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 9,679 | $342.1K | 0.05% | −723−7.0% | Reduced |
| Wealth Group, Ltd. | 9,135 | $339.0K | 0.26% | +9,135 | New |
| YHB Investment Advisors, Inc. | 9,117 | $338.0K | 0.03% | −572−5.9% | Reduced |
| MCF Advisors LLC | 9,113 | $337.8K | 0.03% | −886−8.9% | Reduced |
| Evermay Wealth Management LLC | 9,102 | $337.4K | 0.05% | −117−1.3% | Reduced |
| Avestar Capital, LLC | 9,063 | $336.0K | 0.04% | +2,205+32.2% | Added |
| Cullinan Associates Inc | 9,000 | $333.6K | 0.02% | −400−4.3% | Reduced |
| Wolverine Asset Management LLC | 9,000 | $333.6K | 0.01% | +9,000 | New |
| Brass Tax Wealth Management, Inc | 9,000 | $333.6K | 0.17% | +9,000 | New |
| Abn Amro Investment Solutions | 8,996 | $333.5K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,978 | $332.8K | 0.03% | −369−3.9% | Reduced |
| IFG Advisors, LLC | 8,976 | $332.8K | 0.09% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,975 | $332.7K | 0.05% | −958−9.6% | Reduced |
| KPP Advisory Services LLC | 8,931 | $331.1K | 0.09% | −987−10.0% | Reduced |
| Legacy Financial Advisors, Inc. | 8,926 | $330.9K | 0.06% | −18,869−67.9% | Reduced |
| Warren Street Wealth Advisors, LLC | 8,918 | $330.6K | 0.16% | +129+1.5% | Added |
| Valley National Advisers Inc | 8,933 | $330.0K | 0.05% | −46−0.5% | Reduced |
| Covenant Partners, LLC | 8,886 | $329.4K | 0.10% | −157−1.7% | Reduced |
| Capital Advisors Inc | 8,885 | $329.4K | 0.01% | +136+1.6% | Added |
| Lakeview Capital Partners, LLC | 8,858 | $328.4K | 0.05% | −76−0.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,837 | $327.6K | 0.04% | +4,898+124.3% | Added |
| HHM Wealth Advisors, LLC | 8,826 | $327.2K | 0.05% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 8,807 | $326.5K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,802 | $326.3K | 0.04% | +1,678+23.6% | Added |
| Mattern Wealth Management LLC | 8,784 | $325.6K | 0.08% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 8,706 | $322.8K | 0.13% | +6+0.1% | Added |
| Drive Wealth Management, LLC | 8,697 | $322.4K | 0.09% | −93−1.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,680 | $321.8K | 0.08% | +284+3.4% | Added |
| PDS Planning, Inc | 8,659 | $321.0K | 0.03% | −1,897−18.0% | Reduced |
| Scissortail Wealth Management, LLC | 8,655 | $320.8K | 0.08% | +8,655 | New |
| Guidance Capital, Inc | 9,126 | $320.7K | 0.12% | 00.0% | Unchanged |
| Wealth Effects LLC | 8,646 | $320.5K | 0.12% | −231−2.6% | Reduced |
| Aspiriant, LLC | 8,643 | $320.4K | 0.01% | −6−0.1% | Reduced |
| Colonial Trust Advisors | 8,626 | $319.8K | 0.03% | −54−0.6% | Reduced |
| Davis Capital Management | 8,637 | $317.7K | 0.28% | 00.0% | Unchanged |
| Main Street Group, LTD | 8,621 | $317.2K | 0.14% | +606+7.6% | Added |
| Texas Yale Capital Corp. | 8,525 | $316.0K | 0.01% | −2,850−25.1% | Reduced |
| Bullseye Investment Management, LLC | 8,521 | $315.9K | 0.18% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,513 | $315.6K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 8,504 | $315.2K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,500 | $315.1K | 0.02% | +657+8.4% | Added |
| Norris Perne & French LLP | 8,486 | $314.6K | 0.02% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 8,543 | $314.2K | 0.26% | +6+0.1% | Added |
| Live Oak Private Wealth LLC | 8,470 | $314.0K | 0.05% | −40−0.5% | Reduced |
| GeoWealth Management, LLC | 8,457 | $313.5K | 0.01% | +8,457 | New |
| Borer Denton & Associates, Inc. | 8,439 | $312.8K | 0.11% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 8,417 | $312.0K | 0.11% | −222−2.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $311.4K | 0.17% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 8,375 | $310.5K | 0.15% | +8,375 | New |
| Marshall Financial Group LLC | 8,358 | $309.8K | 0.09% | −1,210−12.6% | Reduced |
| Mather Group, LLC. | 8,857 | $307.1K | 0.00% | +115+1.3% | Added |
| CGC Financial Services, LLC | 8,271 | $306.6K | 0.16% | +26+0.3% | Added |
| CIC Wealth, LLC | 8,265 | $306.4K | 0.09% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 8,231 | $305.1K | 0.08% | −582−6.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,211 | $304.3K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 8,198 | $303.9K | 0.07% | −12−0.1% | Reduced |
| Verus Financial Partners, Inc. | 8,192 | $303.7K | 0.04% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 8,143 | $301.9K | 0.01% | −2,143−20.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 8,094 | $300.0K | 0.08% | +23+0.3% | Added |
| Belpointe Asset Management LLC | 8,080 | $299.6K | 0.02% | +8,080 | New |
| Brown, Lisle/Cummings, Inc. | 8,034 | $297.8K | 0.10% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 8,028 | $297.6K | 0.17% | −397−4.7% | Reduced |
| Centaurus Financial, Inc. | 8,014 | $297.0K | 0.02% | −400−4.8% | Reduced |
| Family Wealth Partners, LLC | 8,009 | $296.9K | 0.17% | +8,009 | New |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $294.1K | 0.06% | 00.0% | Unchanged |
| Exchange Bank | 7,933 | $294.1K | 0.24% | 00.0% | Unchanged |
| New Capital Management LP | 7,884 | $292.3K | 0.09% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,861 | $291.4K | 0.12% | −90−1.1% | Reduced |