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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 7,825 | $290.1K | 0.01% | +7,825 | New |
| Broderick Brian C | 7,800 | $289.1K | 0.06% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,798 | $289.1K | 0.00% | +559+7.7% | Added |
| Crawford Investment Counsel Inc | 7,750 | $287.3K | 0.01% | +1,675+27.6% | Added |
| Gradient Investments LLC | 7,714 | $286.0K | 0.01% | −2,993−28.0% | Reduced |
| State of Wyoming | 7,705 | $285.6K | 0.05% | +4,056+111.2% | Added |
| Southland Equity Partners LLC | 7,685 | $284.9K | 0.08% | +20.0% | Added |
| Willner & Heller, LLC | 7,683 | $284.8K | 0.28% | +25+0.3% | Added |
| Delap Wealth Advisory, LLC | 7,669 | $284.3K | 0.11% | +7,669 | New |
| Providence Capital Advisors, LLC | 7,667 | $284.2K | 0.06% | −159,400−95.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,662 | $284.0K | 0.12% | −3,240−29.7% | Reduced |
| Compass Financial Group, INC | 7,646 | $283.4K | 0.07% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 7,644 | $283.4K | 0.01% | +24+0.3% | Added |
| Old Point Trust & Financial Services N A | 7,616 | $282.3K | 0.10% | +5,977+364.7% | Added |
| LMG Wealth Partners, LLC | 7,613 | $282.2K | 0.07% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,593 | $281.5K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 7,588 | $281.3K | 0.04% | −50−0.7% | Reduced |
| Gratus Wealth Advisors, LLC | 8,169 | $280.9K | 0.05% | +8,169 | New |
| Auxier Asset Management | 7,566 | $280.5K | 0.04% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 7,558 | $280.2K | 0.05% | +7,558 | New |
| Court Place Advisors, LLC | 7,554 | $280.0K | 0.09% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 7,519 | $278.7K | 0.16% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,509 | $278.4K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,506 | $278.2K | 0.11% | −59−0.8% | Reduced |
| Norway Savings Bank | 7,500 | $278.0K | 0.12% | −900−10.7% | Reduced |
| Meridian Wealth Advisors, LLC | 7,500 | $278.0K | 0.05% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $278.0K | 0.24% | 00.0% | Unchanged |
| Farmers National Bank | 7,499 | $278.0K | 0.08% | −1,628−17.8% | Reduced |
| Summit Global Investments | 8,044 | $277.0K | 0.02% | −8,209−50.5% | Reduced |
| Berkshire Asset Management LLC | 7,474 | $277.0K | 0.01% | −500−6.3% | Reduced |
| TrinityPoint Wealth, LLC | 7,471 | $276.9K | 0.05% | +10.0% | Added |
| CoreFirst Bank & Trust | 7,449 | $276.1K | 0.17% | −100−1.3% | Reduced |
| HCR Wealth Advisors | 7,446 | $276.0K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 7,443 | $275.9K | 0.02% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,409 | $274.7K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,408 | $274.6K | 0.10% | +1,168+18.7% | Added |
| Klingman & Associates, LLC | 7,391 | $274.0K | 0.02% | +62+0.8% | Added |
| KCM Investment Advisors LLC | 7,383 | $273.7K | 0.01% | −29−0.4% | Reduced |
| Selective Wealth Management, Inc. | 7,710 | $273.0K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,358 | $272.8K | 0.01% | +455+6.6% | Added |
| West Wealth Group, LLC | 7,345 | $272.3K | 0.10% | +24+0.3% | Added |
| Quantum Financial Advisors, LLC | 7,337 | $272.0K | 0.05% | +7,337 | New |
| Ridgewood Investments LLC | 7,329 | $271.7K | 0.14% | +7+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 7,304 | $270.0K | 0.16% | +252+3.6% | Added |
| Oxford Financial Group Ltd | 7,261 | $269.2K | 0.02% | +161+2.3% | Added |
| SNS Financial Group, LLC | 7,247 | $268.6K | 0.03% | +40+0.6% | Added |
| Broadwater Capital Management LLC | 7,245 | $268.6K | 0.21% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,231 | $268.1K | 0.01% | +7,231 | New |
| Gerber Kawasaki Wealth & Investment Management | 7,214 | $267.4K | 0.01% | +255+3.7% | Added |
| Papp L Roy & Associates | 7,200 | $266.9K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $266.9K | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,200 | $266.9K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7,200 | $266.9K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,190 | $266.6K | 0.03% | −226−3.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 7,187 | $266.4K | 0.13% | +4+0.1% | Added |
| Fairhaven Wealth Management, LLC | 7,184 | $266.3K | 0.09% | −10−0.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,149 | $265.0K | 0.01% | +7,149 | New |
| Keel Point, LLC | 7,146 | $264.9K | 0.03% | +1,195+20.1% | Added |
| Smith Anglin Financial, LLC | 7,112 | $263.6K | 0.03% | −115−1.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,108 | $263.5K | 0.02% | −217−3.0% | Reduced |
| Holistic Financial Partners | 7,063 | $261.8K | 0.13% | −890−11.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,020 | $260.2K | 0.00% | 00.0% | Unchanged |
| Barr E S & Co | 7,000 | $259.5K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,035 | $258.7K | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,961 | $258.0K | 0.02% | −99−1.4% | Reduced |
| Kowal Investment Group, LLC | 6,956 | $257.9K | 0.06% | +423+6.5% | Added |
| Braun-Bostich & Associates Inc. | 6,955 | $257.8K | 0.22% | −172−2.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 6,911 | $256.2K | 0.09% | −510−6.9% | Reduced |
| Defender Capital, LLC. | 6,910 | $256.2K | 0.09% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,907 | $256.0K | 0.01% | −10,280−59.8% | Reduced |
| New Potomac Partners, LLC | 6,902 | $255.9K | 0.14% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6,892 | $255.5K | 0.01% | −15,475−69.2% | Reduced |
| Cornerstone Wealth Group, LLC | 6,870 | $254.7K | 0.02% | +6,870 | New |
| Mirova | 6,853 | $254.0K | 0.05% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 6,850 | $253.9K | 0.07% | −550−7.4% | Reduced |
| Guardian Wealth Advisors, LLC | 6,842 | $253.6K | 0.03% | +282+4.3% | Added |
| Summit X, LLC | 6,837 | $253.4K | 0.06% | −50−0.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 7,625 | $253.3K | 0.17% | +122+1.6% | Added |
| Sage Mountain Advisors LLC | 6,824 | $253.0K | 0.03% | −1,257−15.6% | Reduced |
| Heritage Trust Co | 6,765 | $250.8K | 0.03% | −932−12.1% | Reduced |
| Spreng Capital Management, Inc. | 6,750 | $250.2K | 0.13% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,234 | $249.6K | 0.15% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,700 | $248.4K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,690 | $248.0K | 0.06% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,690 | $248.0K | 0.01% | −684−9.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,685 | $247.8K | 0.04% | +201+3.1% | Added |
| Middleton & Co Inc | 6,675 | $247.4K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,664 | $247.0K | 0.02% | +248+3.9% | Added |
| Zions Bancorporation, N.A. | 6,663 | $247.0K | 0.02% | +289+4.5% | Added |
| Atlas Brown,Inc. | 6,622 | $245.5K | 0.09% | +30.0% | Added |
| NBC Securities, Inc. | 6,623 | $245.0K | 0.02% | −137−2.0% | Reduced |
| Baldwin Investment Management, LLC | 6,593 | $244.4K | 0.03% | −4−0.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,593 | $244.4K | 0.06% | 00.0% | Unchanged |
| AlTi Global, Inc. | 6,548 | $242.7K | 0.01% | +6,548 | New |
| Resolute Wealth Strategies, LLC | 6,545 | $242.6K | 0.15% | +10+0.2% | Added |
| Creative Financial Designs Inc | 6,531 | $242.1K | 0.02% | −619−8.7% | Reduced |
| Moneywise, Inc. | 6,518 | $241.6K | 0.13% | 00.0% | Unchanged |
| Red Wave Investments LLC | 6,493 | $240.7K | 0.09% | −150−2.3% | Reduced |
| Wallace Advisory Group, LLC | 6,921 | $240.0K | 0.18% | +6,921 | New |
| Eqis Capital Management, Inc. | 6,459 | $239.4K | 0.02% | +459+7.6% | Added |