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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 1,694 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ1 2024: $53.5B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q4 2023.

Institutions holding CSX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Stanley-Laman Group, Ltd.6,458$239.4K0.03%00.0%Unchanged
Old Second National Bank of Aurora6,450$239.1K0.06%00.0%Unchanged
Pensionmark Financial Group, LLC6,420$238.0K0.03%+6,420New
Romano Brothers and Company6,412$237.7K0.03%+10.0%Added
Childress Capital Advisors, LLC6,363$235.9K0.07%−480−7.0%Reduced
Bill Few Associates, Inc.6,363$235.9K0.10%00.0%Unchanged
Widmann Financial Services, Inc.6,355$235.6K0.20%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt6,353$235.3K0.02%00.0%Unchanged
Schneider Downs Wealth Management Advisors, LP6,335$234.8K0.05%+200+3.3%Added
American Institute for Advanced Investment Management, LLP6,320$234.3K0.19%00.0%Unchanged
Beaton Management Co. Inc.6,315$234.0K0.13%00.0%Unchanged
Pathway Financial Advisors LLC6,312$234.0K0.06%00.0%Unchanged
Summit Asset Management, LLC6,297$233.4K0.05%+11+0.2%Added
McElhenny Sheffield Capital Management, LLC6,295$233.4K0.08%00.0%Unchanged
First Heartland Consultants, Inc.6,260$232.0K0.02%+6,260New
Catalina Capital Group, LLC6,246$231.5K0.10%+6,246New
Berger Financial Group, Inc6,211$230.3K0.02%−366−5.6%Reduced
Atlas Capital Advisors LLC6,207$230.1K0.04%00.0%Unchanged
Grantham, Mayo, Van Otterloo & Co. LLC6,204$230.0K0.00%+6,204New
Nelson Capital Management, LLC6,200$229.8K0.04%00.0%Unchanged
Continental Investors Services, Inc.6,231$229.2K0.54%+68+1.1%Added
Delta Financial Group, Inc.6,173$229.0K0.07%00.0%Unchanged
Gsa Capital Partners LLP6,190$229.0K0.02%+6,190New
Lakeridge Wealth Management LLC6,154$228.1K0.15%+24+0.4%Added
Kendall Capital Management6,144$227.8K0.08%−900−12.8%Reduced
CVA Family Office, LLC6,108$226.4K0.04%+16+0.3%Added
New Century Financial Group, LLC6,108$226.4K0.16%+6,108New
Cantor Fitzgerald Investment Adviser L.P.6,100$226.1K0.02%−225−3.6%Reduced
Morningstar Investment Services LLC6,124$226.0K0.00%−3,851−38.6%Reduced
White Pine Capital LLC6,802$226.0K0.09%−148−2.1%Reduced
TCG Advisory Services, LLC6,082$225.4K0.01%+148+2.5%Added
Emerald Advisors, LLC6,082$225.4K0.04%+10.0%Added
Allegheny Financial Group LTD6,075$225.2K0.07%−592−8.9%Reduced
Patron Partners Advisors, LLC6,066$224.9K0.14%+55+0.9%Added
FDx Advisors, Inc.6,016$223.0K0.03%−2,117−26.0%Reduced
Heartwood Wealth Advisors LLC6,005$222.6K0.03%00.0%Unchanged
Westover Capital Advisors, LLC6,000$222.4K0.07%−510−7.8%Reduced
Montgomery Investment Management Inc6,000$222.4K0.08%00.0%Unchanged
Fractal Investments LLC6,000$222.4K0.04%+6,000New
Financial Advisory Group5,990$222.0K0.04%+8+0.1%Added
JT Stratford LLC5,985$221.9K0.04%−10.0%Reduced
BSW Wealth Partners5,956$220.8K0.04%−147−2.4%Reduced
First Personal Financial Services5,952$220.6K0.05%−3−0.1%Reduced
Aaron Wealth Advisors5,943$220.3K0.03%+5,943New
LRI Investments, LLC5,931$219.9K0.06%+5,931New
Gibbs Wealth Management5,909$219.0K0.13%+5,909New
Financial Advisory Service, Inc.5,872$217.7K0.02%+14+0.2%Added
Sterling Investment Counsel, LLC5,872$217.7K0.10%+5,872New
Financial Advocates Investment Management5,839$216.5K0.01%+20.0%Added
Great Diamond Partners, LLC5,839$216.5K0.05%−102−1.7%Reduced
Douglas Lane & Associates, LLC5,822$215.8K0.00%−1,281−18.0%Reduced
Bernardo Wealth Planning LLC5,819$215.7K0.06%+5,819New
MRP Capital Investments, LLC5,800$215.0K0.22%−4,300−42.6%Reduced
Chesley Taft & Associates LLC5,800$215.0K0.01%00.0%Unchanged
Alta Advisers Ltd5,800$215.0K0.11%00.0%Unchanged
Willow Creek Wealth Management Inc.5,787$214.5K0.03%−71−1.2%Reduced
David R. Rahn & Associates Inc.5,760$213.5K0.09%−10,476−64.5%Reduced
Corton Capital Inc.5,757$213.4K0.08%−9,225−61.6%Reduced
Tradition Wealth Management, LLC5,749$213.1K0.02%−7−0.1%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP6,134$212.4K0.00%00.0%Unchanged
Principal Street Partners, LLC6,172$212.2K0.04%00.0%Unchanged
Regal Investment Advisors LLC5,718$212.0K0.01%+5,718New
JB Capital LLC5,688$210.9K0.01%−81−1.4%Reduced
Claro Advisors LLC5,688$210.9K0.04%+5,688New
First Affirmative Financial Network5,667$210.1K0.15%+5,667New
Nicholas Hoffman & Company, LLC.5,605$207.8K0.01%+5,605New
Quent Capital, LLC5,583$207.0K0.02%+20.0%Added
TCWP LLC5,557$206.0K0.55%−519−8.5%Reduced
Retirement Planning Group5,550$205.7K0.02%+5,550New
Roberts Glore & Co Inc5,542$205.4K0.06%−2,789−33.5%Reduced
Wealthquest Corp5,536$205.2K0.02%+5,536New
Wintrust Investments LLC5,535$205.0K0.02%+5,535New
BancorpSouth Bank5,509$204.2K0.01%+5,509New
TFG Advisers LLC5,507$204.1K0.08%−499−8.3%Reduced
Ausdal Financial Partners, Inc.5,477$203.0K0.02%+5,477New
HTLF Bank5,429$201.3K0.02%+5,429New
Voya Financial Advisors, Inc.5,462$201.2K0.02%−605−10.0%Reduced
Northwest Wealth Management, LLC5,409$200.5K0.05%+5,409New
Moseley Investment Management Inc5,400$200.2K0.10%+5,400New
Spinnaker Investment Group, LLC5,400$200.2K0.06%+5,400New
S&CO Inc5,400$200.0K0.01%+5,400New
Paladin Advisory Group, LLC5,387$198.1K0.16%00.0%Unchanged
Advisors Asset Management, Inc.5,283$195.8K0.00%+4,508+581.7%Added
Larson Financial Group LLC5,243$194.4K0.02%−200−3.7%Reduced
Salomon & Ludwin, LLC5,157$191.2K0.02%−216−4.0%Reduced
Farther Finance Advisors, LLC4,880$179.5K0.01%+1,073+28.2%Added
ZRC Wealth Management, LLC4,734$175.5K0.09%00.0%Unchanged
Cassady Schiller Wealth Management, LLC4,647$172.3K0.08%−280−5.7%Reduced
New Covenant Trust Company, N.A.4,641$172.0K0.17%+4,641New
Perritt Capital Management Inc4,514$167.3K0.09%00.0%Unchanged
Slocum, Gordon & Co LLP4,500$166.8K0.12%00.0%Unchanged
Catalyst Funds Management Pty Ltd4,500$166.8K0.05%+4,500New
Richardson Financial Services Inc.4,484$166.2K0.12%+1,591+55.0%Added
Bray Capital Advisors4,455$165.1K0.04%00.0%Unchanged
Ritter Daniher Financial Advisory LLC4,350$161.3K0.05%00.0%Unchanged
Perkins Coie Trust Co4,148$153.7K0.04%00.0%Unchanged
Chelsea Counsel Co4,100$152.0K0.09%00.0%Unchanged
DT Investment Partners, LLC4,050$150.1K0.02%00.0%Unchanged
Custom Portfolio Group LLC4,035$149.6K0.12%00.0%Unchanged
Paloma Partners Management Co3,879$143.8K0.02%+3,566+1,139.3%Added