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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 34,060 | $1.26M | 0.01% | −6,690−16.4% | Reduced |
| First Hawaiian Bank | 34,060 | $1.26M | 0.04% | −222−0.6% | Reduced |
| Horizon Investments, LLC | 34,005 | $1.26M | 0.03% | +592+1.8% | Added |
| Cobblestone Asset Management LLC | 33,799 | $1.25M | 0.85% | +228+0.7% | Added |
| Harbour Trust & Investment Management Co | 33,657 | $1.25M | 0.16% | −1,800−5.1% | Reduced |
| Federated Hermes, Inc. | 33,333 | $1.24M | 0.00% | −4,948−12.9% | Reduced |
| Coastline Trust Co | 33,171 | $1.23M | 0.15% | −19,750−37.3% | Reduced |
| Tudor Investment Corp Et Al | 32,908 | $1.22M | 0.01% | +13,765+71.9% | Added |
| Paradigm Financial Partners, LLC | 32,873 | $1.22M | 0.26% | +13,715+71.6% | Added |
| Citizens Financial Group Inc | 32,823 | $1.22M | 0.04% | +505+1.6% | Added |
| Cascade Financial Partners, LLC | 34,410 | $1.22M | 0.18% | +34,410 | New |
| STF Management LP | 32,786 | $1.22M | 0.53% | −468−1.4% | Reduced |
| VELA Investment Management, LLC | 32,514 | $1.21M | 0.44% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 32,048 | $1.19M | 0.02% | −1,606−4.8% | Reduced |
| Taylor Hoffman Wealth Management | 31,689 | $1.17M | 0.50% | −228−0.7% | Reduced |
| Intrust Bank NA | 31,615 | $1.17M | 0.13% | −420−1.3% | Reduced |
| Washington Trust Co | 31,568 | $1.17M | 0.04% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 31,519 | $1.17M | 0.17% | +100.0% | Added |
| Intellectus Partners, LLC | 31,414 | $1.16M | 0.31% | +597+1.9% | Added |
| Avidian Wealth Solutions, LLC | 31,295 | $1.16M | 0.06% | +5,497+21.3% | Added |
| Highview Capital Management LLC | 31,163 | $1.16M | 0.52% | +31,163 | New |
| Transcend Wealth Collective, LLC | 31,162 | $1.16M | 0.09% | +29+0.1% | Added |
| Private Trust Co NA | 31,046 | $1.15M | 0.12% | −739−2.3% | Reduced |
| Wealthspire Advisors, LLC | 30,644 | $1.14M | 0.02% | −663−2.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 30,631 | $1.14M | 0.27% | +262+0.9% | Added |
| Systematic Financial Management LP | 30,600 | $1.13M | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 30,466 | $1.13M | 0.05% | −531−1.7% | Reduced |
| Harbor Investment Advisory, LLC | 30,219 | $1.12M | 0.12% | −66−0.2% | Reduced |
| Sage Investment Advisers LLC | 30,210 | $1.12M | 1.28% | −1,300−4.1% | Reduced |
| Ontario Teachers Pension Plan Board | 30,158 | $1.12M | 0.01% | +7,951+35.8% | Added |
| Wellington Shields & Co., LLC | 30,000 | $1.11M | 0.37% | 00.0% | Unchanged |
| Harbor Advisors LLC | 30,000 | $1.11M | 0.20% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 29,994 | $1.11M | 0.32% | +1,972+7.0% | Added |
| Sawgrass Asset Management LLC | 29,801 | $1.10M | 0.12% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 29,797 | $1.10M | 0.06% | +7,574+34.1% | Added |
| L.M. Kohn & Company | 29,670 | $1.10M | 0.31% | −130.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 29,645 | $1.10M | 0.05% | +5,370+22.1% | Added |
| Aviance Capital Partners, LLC | 29,636 | $1.10M | 0.16% | +22,901+340.0% | Added |
| SkyOak Wealth, LLC | 29,600 | $1.10M | 0.26% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 29,571 | $1.10M | 0.03% | −9,990−25.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.09M | 0.22% | −6,500−18.1% | Reduced |
| Diversify Advisory Services, LLC | 29,580 | $1.09M | 0.06% | +29,580 | New |
| Lowe Brockenbrough & Co Inc | 29,316 | $1.09M | 0.07% | −99−0.3% | Reduced |
| Fruth Investment Management | 29,300 | $1.09M | 0.28% | −200−0.7% | Reduced |
| Biltmore Wealth Management, LLC | 31,293 | $1.08M | 0.52% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 29,197 | $1.08M | 0.89% | +612+2.1% | Added |
| Legacy Private Trust Co. | 29,075 | $1.08M | 0.08% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 29,057 | $1.08M | 0.56% | −145−0.5% | Reduced |
| Criterion Capital Advisors, LLC | 29,010 | $1.08M | 0.72% | +4,178+16.8% | Added |
| Howland Capital Management LLC | 28,896 | $1.07M | 0.05% | −120.0% | Reduced |
| Busey Wealth Management | 28,844 | $1.07M | 0.04% | +470+1.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 28,796 | $1.07M | 0.28% | +6,637+30.0% | Added |
| Mission Wealth Management, LP | 28,752 | $1.07M | 0.03% | +1,338+4.9% | Added |
| Westfield Capital Management Co LP | 28,590 | $1.06M | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 28,328 | $1.05M | 0.10% | −2,512−8.1% | Reduced |
| Navalign, LLC | 28,145 | $1.04M | 0.35% | +557+2.0% | Added |
| Meeder Asset Management Inc | 28,089 | $1.04M | 0.07% | +28,089 | New |
| Unigestion Holding SA | 27,946 | $1.04M | 0.05% | +3,263+13.2% | Added |
| Vista Investment Management | 27,937 | $1.04M | 0.42% | −1,487−5.1% | Reduced |
| TD Private Client Wealth LLC | 27,705 | $1.03M | 0.03% | +4,145+17.6% | Added |
| Morse Asset Management, Inc | 27,700 | $1.03M | 0.26% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 27,690 | $1.03M | 0.69% | −200−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 27,682 | $1.03M | 0.06% | −528−1.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 27,679 | $1.03M | 0.66% | −3,232−10.5% | Reduced |
| Concurrent Investment Advisors, LLC | 27,583 | $1.02M | 0.04% | +1,651+6.4% | Added |
| Adirondack Trust Co | 27,535 | $1.02M | 0.43% | −24−0.1% | Reduced |
| Lyell Wealth Management, LP | 27,508 | $1.02M | 0.10% | +163+0.6% | Added |
| Stony Point Wealth Management Inc. | 27,502 | $1.02M | 0.44% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 27,631 | $1.02M | 0.01% | +7,035+34.2% | Added |
| Community Trust & Investment Co | 27,354 | $1.01M | 0.07% | −4,611−14.4% | Reduced |
| Pittenger & Anderson Inc | 27,180 | $1.01M | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 27,139 | $1.01M | 0.09% | +27,139 | New |
| Brookstone Capital Management | 27,113 | $1.01M | 0.02% | +3,662+15.6% | Added |
| AA Financial Advisors, LLC | 27,013 | $1.00M | 0.40% | +27,013 | New |
| Warren Averett Asset Management, LLC | 26,472 | $981.3K | 0.02% | +11,123+72.5% | Added |
| Lecap Asset Management Ltd | 26,408 | $978.9K | 0.20% | +2,099+8.6% | Added |
| Cadinha & Co LLC | 26,246 | $972.9K | 0.17% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 26,163 | $970.0K | 0.08% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 26,064 | $966.0K | 0.10% | +26,064 | New |
| Wealthcare Advisory Partners LLC | 26,008 | $964.1K | 0.03% | +5,155+24.7% | Added |
| Northstar Group, Inc. | 25,989 | $963.4K | 0.19% | −201−0.8% | Reduced |
| Commonwealth Financial Services, LLC | 27,693 | $960.1K | 0.23% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 25,875 | $959.2K | 0.43% | +500+2.0% | Added |
| RMR Wealth Builders | 25,801 | $956.4K | 0.12% | +277+1.1% | Added |
| Ninepoint Partners LP | 25,768 | $955.2K | 0.12% | −6,037−19.0% | Reduced |
| Arkadios Wealth Advisors | 25,752 | $954.6K | 0.07% | −1,177−4.4% | Reduced |
| Sonora Investment Management Group, LLC | 25,737 | $954.1K | 0.07% | −155−0.6% | Reduced |
| Walker Asset Management, LLC | 25,669 | $951.5K | 0.63% | +223+0.9% | Added |
| Quantum Private Wealth, LLC | 25,646 | $950.7K | 0.35% | −100.0% | Reduced |
| Shell Asset Management Co | 28,389 | $950.0K | 0.04% | −33,830−54.4% | Reduced |
| Boston Financial Mangement LLC | 25,612 | $949.4K | 0.03% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 25,598 | $948.9K | 0.29% | −192−0.7% | Reduced |
| USA Financial Portformulas Corp | 25,546 | $947.0K | 0.15% | +25,546 | New |
| Grove Bank & Trust | 25,521 | $946.1K | 0.16% | −150−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 25,490 | $944.9K | 0.07% | −106−0.4% | Reduced |
| Benin Management CORP | 25,300 | $937.9K | 0.30% | −26−0.1% | Reduced |
| Cambridge Trust Co | 25,281 | $937.2K | 0.04% | +750+3.1% | Added |
| Werlinich Asset Management, LLC | 25,026 | $922.0K | 0.60% | 00.0% | Unchanged |
| XML Financial, LLC | 24,868 | $921.8K | 0.09% | +80.0% | Added |
| Aberdeen Wealth Management LLC | 24,800 | $919.3K | 0.54% | −300−1.2% | Reduced |