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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 68,863 | $2.55M | 0.01% | +9,400+15.8% | Added |
| Williams Jones Wealth Management, LLC. | 68,792 | $2.55M | 0.03% | −1,824−2.6% | Reduced |
| Citizens National Bank Trust Department | 68,682 | $2.55M | 0.59% | −1,000−1.4% | Reduced |
| Trust Co of Vermont | 68,593 | $2.54M | 0.14% | +51,973+312.7% | Added |
| Family Legacy, Inc. | 68,455 | $2.54M | 0.91% | −1,255−1.8% | Reduced |
| South Dakota Investment Council | 67,869 | $2.52M | 0.05% | −6,400−8.6% | Reduced |
| Petredis Investment Advisors LLC | 67,679 | $2.51M | 0.30% | +1,777+2.7% | Added |
| Colony Group, LLC | 67,651 | $2.51M | 0.02% | +18,749+38.3% | Added |
| HB Wealth Management, LLC | 67,589 | $2.51M | 0.03% | −4,263−5.9% | Reduced |
| Martingale Asset Management L P | 67,456 | $2.50M | 0.05% | +67,456 | New |
| Community Bank, N.A. | 66,060 | $2.45M | 0.32% | −395−0.6% | Reduced |
| Clearbridge Investments, LLC | 66,026 | $2.45M | 0.00% | +1,170+1.8% | Added |
| Wulff, Hansen & Co. | 65,578 | $2.43M | 2.43% | 00.0% | Unchanged |
| Quest Partners LLC | 65,361 | $2.42M | 0.42% | +29,565+82.6% | Added |
| Wesbanco Bank Inc | 65,269 | $2.42M | 0.09% | −4,724−6.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 65,214 | $2.42M | 0.17% | −5,187−7.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 64,971 | $2.41M | 0.03% | +64,971 | New |
| Westpac Banking Corp | 64,635 | $2.40M | 0.18% | −5,123−7.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 64,310 | $2.38M | 0.82% | −760−1.2% | Reduced |
| Everence Capital Management Inc | 63,961 | $2.37M | 0.16% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 63,850 | $2.37M | 2.86% | −5,701−8.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 68,179 | $2.36M | 0.90% | −2,322−3.3% | Reduced |
| Walleye Trading LLC | 63,717 | $2.36M | 0.04% | −7,788−10.9% | Reduced |
| Proequities, Inc. | 63,510 | $2.35M | 0.15% | +16,141+34.1% | Added |
| Cedar Mountain Advisors, LLC | 63,318 | $2.35M | 0.59% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 62,838 | $2.33M | 1.18% | −1,049−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 62,706 | $2.32M | 0.06% | +157+0.3% | Added |
| Chapin Davis, Inc. | 62,595 | $2.32M | 0.85% | −188−0.3% | Reduced |
| Metis Global Partners, LLC | 62,492 | $2.32M | 0.08% | −9,348−13.0% | Reduced |
| First National Bank of Omaha | 78,286 | $2.30M | 0.16% | −94,656−54.7% | Reduced |
| Geneos Wealth Management Inc. | 61,607 | $2.28M | 0.10% | +112+0.2% | Added |
| New England Asset Management Inc | 61,500 | $2.28M | 0.35% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 61,500 | $2.28M | 0.06% | +61,500 | New |
| Banco de Sabadell, S.A | 61,060 | $2.26M | 1.68% | −855−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 60,666 | $2.25M | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 60,380 | $2.24M | 0.21% | −385−0.6% | Reduced |
| Harvest Fund Management Co., Ltd | 60,074 | $2.23M | 0.20% | +42,709+245.9% | Added |
| MAI Capital Management | 59,231 | $2.20M | 0.02% | +1,931+3.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 59,028 | $2.19M | 1.19% | +3,299+5.9% | Added |
| Ascent Group, LLC | 58,779 | $2.18M | 0.19% | +49,869+559.7% | Added |
| Neville Rodie & Shaw Inc | 58,014 | $2.15M | 0.16% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 57,482 | $2.13M | 0.04% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 57,144 | $2.12M | 0.03% | −211,574−78.7% | Reduced |
| Eisler Capital (UK) Ltd. | 56,816 | $2.11M | 0.26% | +36,806+183.9% | Added |
| United Services Automobile Association | 56,382 | $2.09M | 0.05% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 55,950 | $2.07M | 1.42% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 55,876 | $2.07M | 0.03% | −4,963−8.2% | Reduced |
| City Holding Co | 55,806 | $2.07M | 0.31% | −930−1.6% | Reduced |
| Associated Banc-Corp | 55,401 | $2.05M | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 55,347 | $2.05M | 0.04% | +19,104+52.7% | Added |
| Bradley Foster & Sargent Inc | 54,771 | $2.03M | 0.04% | −213−0.4% | Reduced |
| Meridian Management Co | 54,669 | $2.03M | 0.55% | +150.0% | Added |
| Farmers & Merchants Investments Inc | 54,535 | $2.02M | 0.07% | −1,000−1.8% | Reduced |
| Raymond James Trust N.A. | 54,398 | $2.02M | 0.05% | −931−1.7% | Reduced |
| Clearstead Advisors, LLC | 58,393 | $2.02M | 0.10% | +61+0.1% | Added |
| Venture Visionary Partners LLC | 54,041 | $2.00M | 0.10% | +419+0.8% | Added |
| Modera Wealth Management, LLC | 53,984 | $2.00M | 0.03% | −1,855−3.3% | Reduced |
| Pflug Koory, LLC | 53,857 | $2.00M | 0.98% | −30−0.1% | Reduced |
| Garrett Investment Advisors LLC | 53,666 | $1.99M | 0.25% | +892+1.7% | Added |
| Apollon Wealth Management, LLC | 53,601 | $1.99M | 0.06% | +20,832+63.6% | Added |
| Squarepoint Ops LLC | 53,592 | $1.99M | 0.01% | +45+0.1% | Added |
| Genesee Capital Advisors, LLC | 53,470 | $1.98M | 1.08% | −663−1.2% | Reduced |
| Woodmont Investment Counsel LLC | 53,286 | $1.98M | 0.17% | −1,302−2.4% | Reduced |
| Lincoln National Corp | 53,220 | $1.97M | 0.03% | +1,214+2.3% | Added |
| Prio Wealth Limited Partnership | 52,668 | $1.95M | 0.06% | +950+1.8% | Added |
| Zurich Insurance Group Ltd | 52,600 | $1.95M | 0.02% | +52,600 | New |
| Community Bank & Trust, Waco, Texas | 52,197 | $1.94M | 0.47% | +60.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 52,126 | $1.93M | 0.21% | +201+0.4% | Added |
| Quantbot Technologies LP | 52,082 | $1.93M | 0.11% | +52,082 | New |
| Venator Management LLC | 52,045 | $1.93M | 0.57% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 51,687 | $1.92M | 0.03% | −8,504−14.1% | Reduced |
| Umb Bank N A | 51,665 | $1.92M | 0.03% | −122−0.2% | Reduced |
| First Business Financial Services, Inc. | 51,647 | $1.91M | 0.21% | +914+1.8% | Added |
| Churchill Management Corp | 51,306 | $1.90M | 0.02% | −7,892−13.3% | Reduced |
| Resonant Capital Advisors, LLC | 51,302 | $1.90M | 0.16% | +2,761+5.7% | Added |
| Sustainable Insight Capital Management, LLC | 51,000 | $1.89M | 1.36% | +9,200+22.0% | Added |
| BLB&B Advisors, LLC | 50,757 | $1.88M | 0.11% | −5,523−9.8% | Reduced |
| Kingsview Wealth Management, LLC | 50,619 | $1.88M | 0.05% | +2,342+4.9% | Added |
| Hudson Canyon Capital Management | 50,601 | $1.88M | 1.21% | 00.0% | Unchanged |
| Outfitter Financial LLC | 50,350 | $1.87M | 1.53% | −210−0.4% | Reduced |
| Kahn Brothers Group Inc | 50,320 | $1.86M | 0.28% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 50,254 | $1.86M | 0.06% | +19,484+63.3% | Added |
| Lido Advisors, LLC | 50,270 | $1.86M | 0.02% | +1,279+2.6% | Added |
| Firethorn Wealth Partners, LLC | 50,143 | $1.86M | 1.09% | +234+0.5% | Added |
| Sumitomo Life Insurance Co | 49,680 | $1.84M | 0.05% | −1,957−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 48,815 | $1.81M | 0.03% | +18,730+62.3% | Added |
| Veriti Management LLC | 48,775 | $1.81M | 0.13% | +5,808+13.5% | Added |
| Americana Partners, LLC | 48,667 | $1.80M | 0.15% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 48,011 | $1.78M | 0.60% | +48,011 | New |
| Carmel Capital Partners, LLC | 47,956 | $1.78M | 0.74% | +956+2.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 47,844 | $1.77M | 0.11% | +5,726+13.6% | Added |
| Bath Savings Trust Co | 47,742 | $1.77M | 0.19% | +28+0.1% | Added |
| LaSalle St. Investment Advisors, LLC | 49,518 | $1.77M | 1.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 47,692 | $1.77M | 0.80% | +47,692 | New |
| Ables, Iannone, Moore & Associates, Inc. | 47,345 | $1.76M | 1.25% | −425−0.9% | Reduced |
| Fiduciary Trust Co | 47,192 | $1.75M | 0.03% | +2,691+6.0% | Added |
| Summit Trail Advisors, LLC | 47,064 | $1.74M | 0.05% | +33,104+237.1% | Added |
| EP Wealth Advisors, LLC | 46,583 | $1.73M | 0.02% | −5,074−9.8% | Reduced |
| Silvercrest Asset Management Group LLC | 46,434 | $1.72M | 0.01% | −211−0.5% | Reduced |
| Sanchez Wealth Management Group | 46,264 | $1.71M | 0.58% | −837−1.8% | Reduced |