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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 45,993 | $1.70M | 0.09% | +3,567+8.4% | Added |
| Wedbush Securities Inc | 45,859 | $1.70M | 0.06% | +11,552+33.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 45,204 | $1.68M | 0.13% | −28,041−38.3% | Reduced |
| Coldstream Capital Management Inc | 45,037 | $1.67M | 0.04% | +4,936+12.3% | Added |
| Smithfield Trust Co | 45,091 | $1.67M | 0.09% | −660−1.4% | Reduced |
| Fingerlakes Wealth Management, Inc. | 44,897 | $1.66M | 1.61% | −2,874−6.0% | Reduced |
| Idaho Trust Bank | 44,897 | $1.66M | 1.61% | +44,897 | New |
| Ballentine Partners, LLC | 44,807 | $1.66M | 0.03% | −10,419−18.9% | Reduced |
| Diversified Trust Co | 44,778 | $1.66M | 0.05% | +24,490+120.7% | Added |
| E. Ohman J:or Asset Management AB | 44,690 | $1.66M | 0.04% | +10,790+31.8% | Added |
| Sigma Planning Corp | 44,668 | $1.66M | 0.05% | +29,532+195.1% | Added |
| Value Partners Investments Inc. | 44,669 | $1.65M | 0.14% | +3,675+9.0% | Added |
| Kinneret Advisory, LLC | 44,516 | $1.65M | 0.16% | −139−0.3% | Reduced |
| Erste Asset Management GmbH | 44,645 | $1.64M | 0.02% | +1,255+2.9% | Added |
| Waters Parkerson & Co., LLC | 44,310 | $1.64M | 0.08% | +351+0.8% | Added |
| Guardian Investment Management | 44,250 | $1.64M | 1.35% | −900−2.0% | Reduced |
| IHT Wealth Management, LLC | 44,122 | $1.64M | 0.07% | −202−0.5% | Reduced |
| Public Sector Pension Investment Board | 44,045 | $1.63M | 0.01% | +2,900+7.0% | Added |
| WBH Advisory Inc | 43,820 | $1.62M | 0.17% | −23−0.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,812 | $1.62M | 0.06% | +35+0.1% | Added |
| Centiva Capital, LP | 43,680 | $1.62M | 0.09% | +9,854+29.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 43,168 | $1.60M | 0.55% | +43,168 | New |
| Acadian Asset Management LLC | 42,999 | $1.59M | 0.01% | +4,606+12.0% | Added |
| Valeo Financial Advisors, LLC | 47,268 | $1.59M | 0.06% | +1,183+2.6% | Added |
| CWM Advisors, LLC | 42,734 | $1.58M | 0.16% | −1,522−3.4% | Reduced |
| Citadel Investment Advisory, Inc. | 42,710 | $1.58M | 0.89% | +210.0% | Added |
| Redwood Investment Management, LLC | 42,380 | $1.57M | 0.15% | +42,380 | New |
| Cascade Investment Advisors, Inc. | 42,331 | $1.57M | 1.02% | +250+0.6% | Added |
| Investment Management Corp of Ontario | 42,267 | $1.57M | 0.05% | −4,542−9.7% | Reduced |
| Studio Investment Management LLC | 42,110 | $1.56M | 0.37% | −563−1.3% | Reduced |
| Fiduciary Group LLC | 41,899 | $1.55M | 0.17% | −530−1.2% | Reduced |
| TCW Group Inc | 41,764 | $1.55M | 0.02% | −14,285−25.5% | Reduced |
| Grandview Asset Management LLC | 41,504 | $1.54M | 0.70% | −1,107−2.6% | Reduced |
| Meeder Advisory Services, Inc. | 41,397 | $1.53M | 0.16% | +1,108+2.8% | Added |
| Traynor Capital Management, Inc. | 41,389 | $1.53M | 0.15% | +2,684+6.9% | Added |
| Marco Investment Management LLC | 40,928 | $1.52M | 0.14% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 40,838 | $1.51M | 0.51% | +1,310+3.3% | Added |
| Clifford Swan Investment Counsel LLC | 40,807 | $1.51M | 0.06% | −30−0.1% | Reduced |
| Bahl & Gaynor Inc | 40,757 | $1.51M | 0.01% | −254−0.6% | Reduced |
| Alhambra Investment Partners LLC | 40,589 | $1.50M | 0.82% | −32,639−44.6% | Reduced |
| La Banque Postale Asset Management SA | 40,563 | $1.50M | 0.06% | +40,563 | New |
| First National Bank Sioux Falls | 40,500 | $1.50M | 0.82% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.50M | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 40,486 | $1.50M | 0.34% | −44−0.1% | Reduced |
| Lloyd Advisory Services, LLC. | 40,325 | $1.49M | 0.32% | +34,254+564.2% | Added |
| Decatur Capital Management, Inc. | 40,213 | $1.49M | 0.81% | −398−1.0% | Reduced |
| Roundview Capital LLC | 39,878 | $1.48M | 0.12% | +863+2.2% | Added |
| Coronation Fund Managers Ltd. | 39,865 | $1.48M | 0.04% | −836,149−95.4% | Reduced |
| Leavell Investment Management, Inc. | 39,027 | $1.45M | 0.08% | +1,225+3.2% | Added |
| Conway Capital Management, Inc. | 39,000 | $1.45M | 0.81% | −2,850−6.8% | Reduced |
| Nilsine Partners, LLC | 38,895 | $1.44M | 0.20% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 39,439 | $1.44M | 0.23% | +1,668+4.4% | Added |
| Jacobi Capital Management LLC | 38,628 | $1.43M | 0.13% | −125−0.3% | Reduced |
| Kanawha Capital Management LLC | 38,603 | $1.43M | 0.11% | −199−0.5% | Reduced |
| Nebula Research & Development LLC | 38,524 | $1.43M | 0.31% | +38,524 | New |
| Linscomb & Williams, Inc. | 38,432 | $1.42M | 0.07% | +1,346+3.6% | Added |
| Capital Investment Advisors, LLC | 38,412 | $1.42M | 0.03% | +4,229+12.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 38,214 | $1.42M | 0.60% | −405−1.0% | Reduced |
| Congress Park Capital LLC | 38,040 | $1.41M | 0.62% | −915−2.3% | Reduced |
| Sovereign Financial Group, Inc. | 37,839 | $1.40M | 0.37% | −904−2.3% | Reduced |
| StoneX Group Inc. | 37,739 | $1.40M | 0.13% | −2,520−6.3% | Reduced |
| Weatherly Asset Management L. P. | 37,625 | $1.39M | 0.13% | −490−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 37,598 | $1.39M | 0.02% | +2,682+7.7% | Added |
| Pitcairn Co | 37,576 | $1.39M | 0.09% | +1,052+2.9% | Added |
| Massachusetts Wealth Management | 37,540 | $1.39M | 0.98% | +2,000+5.6% | Added |
| Sherbrooke Park Advisers LLC | 37,538 | $1.39M | 0.27% | +37,538 | New |
| Raab & Moskowitz Asset Management LLC | 37,419 | $1.39M | 0.39% | −28−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 37,354 | $1.38M | 0.11% | −2,650−6.6% | Reduced |
| Foundations Investment Advisors, LLC | 37,198 | $1.38M | 0.04% | +2,482+7.1% | Added |
| Lindbrook Capital, LLC | 36,881 | $1.37M | 0.13% | +445+1.2% | Added |
| V-Square Quantitative Management LLC | 36,779 | $1.36M | 0.23% | +7,994+27.8% | Added |
| Sheets Smith Wealth Management | 36,681 | $1.36M | 0.15% | +121+0.3% | Added |
| Reynders McVeigh Capital Management, LLC | 36,641 | $1.36M | 0.08% | −1,419−3.7% | Reduced |
| PBMares Wealth Management LLC | 36,629 | $1.36M | 0.35% | +177+0.5% | Added |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.36M | 0.48% | 00.0% | Unchanged |
| Spirit of America Management Corp | 36,600 | $1.36M | 0.27% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 36,471 | $1.35M | 0.02% | +672+1.9% | Added |
| Robertson Stephens Wealth Management, LLC | 36,282 | $1.34M | 0.07% | +21,656+148.1% | Added |
| Stratos Wealth Partners, LTD. | 36,257 | $1.34M | 0.02% | +251+0.7% | Added |
| J.W. Cole Advisors, Inc. | 36,303 | $1.34M | 0.07% | +14,260+64.7% | Added |
| Boston Private Wealth LLC | 36,237 | $1.34M | 0.03% | −178−0.5% | Reduced |
| Chatham Capital Group, Inc. | 36,206 | $1.34M | 0.25% | −100.0% | Reduced |
| Versor Investments LP | 36,038 | $1.34M | 0.27% | +14,737+69.2% | Added |
| Advisory Alpha, LLC | 35,924 | $1.33M | 0.05% | +2,628+7.9% | Added |
| Western Wealth Management, LLC | 35,832 | $1.33M | 0.10% | +644+1.8% | Added |
| Perigon Wealth Management, LLC | 35,791 | $1.33M | 0.04% | +2,712+8.2% | Added |
| Gibraltar Capital Management, Inc. | 35,781 | $1.33M | 0.62% | −902−2.5% | Reduced |
| Cullen Capital Management LLC | 35,755 | $1.33M | 0.01% | +3,751+11.7% | Added |
| Dynamic Advisor Solutions LLC | 35,503 | $1.32M | 0.04% | +3,257+10.1% | Added |
| Pinnacle Financial Partners Inc | 35,427 | $1.31M | 0.03% | −3,416−8.8% | Reduced |
| Wright Investors Service Inc | 35,386 | $1.31M | 0.33% | −1,072−2.9% | Reduced |
| Sapient Capital LLC | 35,355 | $1.31M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 35,214 | $1.31M | 0.03% | +7,048+25.0% | Added |
| Weil Company, Inc. | 35,200 | $1.30M | 0.52% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 35,116 | $1.30M | 0.42% | −7,100−16.8% | Reduced |
| Country Club Bank | 35,114 | $1.30M | 0.09% | 00.0% | Unchanged |
| Moore Capital Management, LP | 35,030 | $1.30M | 0.03% | +35,030 | New |
| Vaughan David Investments LLC | 34,776 | $1.29M | 0.03% | −4,100−10.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 34,680 | $1.29M | 0.05% | −192−0.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 34,305 | $1.27M | 0.04% | +69+0.2% | Added |