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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 821 | $30.4K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 812 | $30.1K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 822 | $30.0K | 0.01% | +2+0.2% | Added |
| Ofi Invest Asset Management | 866 | $29.7K | 0.00% | +26+3.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 788 | $29.2K | 0.00% | +788 | New |
| Fortitude Family Office, LLC | 774 | $28.7K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 720 | $26.7K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 688 | $25.5K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $25.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 669 | $24.8K | 0.00% | +2+0.3% | Added |
| Wiser Advisor Group LLC | 645 | $23.9K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 627 | $23.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 608 | $22.5K | 0.00% | +10+1.7% | Added |
| Plato Investment Management Ltd | 606 | $22.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 601 | $22.3K | 0.01% | +601 | New |
| Peoples Financial Services Corp. | 600 | $22.2K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 600 | $22.0K | 0.01% | −50−7.7% | Reduced |
| Pin Oak Investment Advisors Inc | 600 | $22.0K | 0.02% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 566 | $21.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 562 | $20.8K | 0.01% | +47+9.1% | Added |
| Beacon Capital Management, LLC | 538 | $19.9K | 0.00% | +176+48.6% | Added |
| Raffa Wealth Management, LLC | 488 | $18.1K | 0.01% | −28−5.4% | Reduced |
| Caitlin John, LLC | 487 | $18.0K | 0.01% | +2+0.4% | Added |
| Highline Wealth Partners LLC | 481 | $17.8K | 0.01% | +1+0.2% | Added |
| Highlander Capital Management, LLC | 480 | $17.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 462 | $17.1K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 450 | $16.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 447 | $16.6K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 445 | $16.5K | 0.00% | −2,980−87.0% | Reduced |
| Game Plan Financial Advisors, LLC | 445 | $16.5K | 0.01% | +2+0.5% | Added |
| Mma Asset Management LLC | 433 | $16.1K | 0.01% | +433 | New |
| Eagle Bay Advisors LLC | 413 | $15.3K | 0.01% | −59−12.5% | Reduced |
| Monetary Management Group Inc | 400 | $14.8K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 396 | $14.7K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 387 | $14.4K | 0.01% | +264+214.6% | Added |
| Signature Resources Capital Management, LLC | 411 | $14.2K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 382 | $14.2K | 0.00% | −244−39.0% | Reduced |
| PSI Advisors, LLC | 372 | $13.8K | 0.00% | +1+0.3% | Added |
| Addison Advisors LLC | 353 | $13.1K | 0.00% | +151+74.8% | Added |
| Horizon Bancorp Inc | 363 | $13.0K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 345 | $12.8K | 0.00% | +345 | New |
| Abound Wealth Management | 344 | $12.7K | 0.00% | +24+7.5% | Added |
| Creative Capital Management Investments LLC | 340 | $12.6K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 337 | $12.4K | 0.01% | +1+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 326 | $12.1K | 0.00% | −154−32.1% | Reduced |
| Transcendent Capital Group LLC | 325 | $12.0K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 324 | $12.0K | 0.01% | 00.0% | Unchanged |
| Motco | 321 | $11.9K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 315 | $11.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 325 | $11.3K | 0.01% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 300 | $11.1K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 300 | $11.1K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 300 | $11.1K | 0.01% | +300 | New |
| TSFG, LLC | 289 | $11.0K | 0.00% | +88+43.8% | Added |
| Tidemark, LLC | 282 | $10.5K | 0.01% | +92+48.4% | Added |
| GoalVest Advisory LLC | 275 | $10.2K | 0.00% | +275 | New |
| HighMark Wealth Management LLC | 268 | $9.94K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 252 | $9.34K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 229 | $8.49K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 219 | $8.12K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 201 | $7.45K | 0.01% | −16−7.4% | Reduced |
| TCTC Holdings, LLC | 200 | $7.41K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 200 | $7.41K | 0.01% | +200 | New |
| First Financial Corp | 198 | $7.34K | 0.00% | +169+582.8% | Added |
| Tompkins Financial Corp | 186 | $6.89K | 0.00% | +186 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 180 | $6.67K | 0.00% | −194−51.9% | Reduced |
| SJS Investment Consulting Inc. | 177 | $6.56K | 0.00% | +5+2.9% | Added |
| Red Tortoise LLC | 169 | $6.26K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 162 | $6.00K | 0.00% | −8,982−98.2% | Reduced |
| Wolff Wiese Magana LLC | 153 | $5.67K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 144 | $5.34K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 133 | $4.93K | 0.00% | +133 | New |
| Sofos Investments, Inc. | 128 | $4.76K | 0.00% | +88+220.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 111 | $4.14K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 111 | $4.12K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 108 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 108 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 103 | $3.82K | 0.00% | +103 | New |
| Global Trust Asset Management, LLC | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 82 | $3.04K | 0.00% | +82 | New |
| Financial Connections Group, Inc. | 70 | $3.00K | 0.00% | +70 | New |
| Bay Harbor Wealth Management, LLC | 63 | $2.33K | 0.00% | −14−18.2% | Reduced |
| True Wealth Design, LLC | 55 | $2.04K | 0.00% | +24+77.4% | Added |
| Pingora Partners LLC | 55 | $2.04K | 0.00% | +55 | New |
| RFP Financial Group LLC | 53 | $1.97K | 0.00% | +53 | New |
| Hilltop National Bank | 47 | $1.74K | 0.00% | +47 | New |
| Global Financial Private Client, LLC | 42 | $1.54K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $914 | 0.00% | +25 | New |
| NVWM, LLC | 24 | $890 | 0.00% | +24 | New |
| ClariVest Asset Management LLC | 22 | $810 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 20 | $741 | 0.00% | +20 | New |
| Tfo-TDC, LLC | 19 | $704 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| XN LP | 0 | $0 | 0.00% | −1,989,946−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −1,611,661−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −974,483−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −257,197−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −236,601−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −217,860−100.0% | Sold out |