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 |
|---|---|---|---|---|---|
| South State Corp. | 24,790 | $919.0K | 0.07% | +291+1.2% | Added |
| Boyd Watterson Asset Management LLC | 24,681 | $914.9K | 0.33% | −134−0.5% | Reduced |
| ICA Group Wealth Management, LLC | 24,678 | $914.8K | 0.18% | +18,052+272.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,551 | $910.0K | 0.09% | −600−2.4% | Reduced |
| Main Street Financial Solutions, LLC | 24,336 | $902.1K | 0.10% | −439−1.8% | Reduced |
| Csenge Advisory Group | 24,320 | $901.5K | 0.05% | +5,166+27.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24,248 | $898.9K | 0.37% | +32+0.1% | Added |
| Wellington Shields Capital Management, LLC | 24,233 | $898.3K | 0.17% | −225−0.9% | Reduced |
| Abbot Financial Management, Inc. | 24,105 | $893.6K | 0.49% | −900−3.6% | Reduced |
| Integrated Advisors Network LLC | 24,063 | $892.0K | 0.05% | +8,730+56.9% | Added |
| Ambassador Advisors, LLC | 24,040 | $891.2K | 0.16% | +1,721+7.7% | Added |
| Valley Brook Capital Group | 24,025 | $890.6K | 0.71% | −650−2.6% | Reduced |
| Quadrant Capital Group LLC | 24,016 | $890.3K | 0.07% | +118+0.5% | Added |
| E Fund Management Co., Ltd. | 23,919 | $886.7K | 0.05% | +4,244+21.6% | Added |
| MidWestOne Financial Group, Inc. | 23,826 | $883.2K | 0.16% | 00.0% | Unchanged |
| Syon Capital LLC | 23,714 | $879.1K | 0.08% | +209+0.9% | Added |
| Midwest Financial Group LLC | 23,700 | $879.0K | 0.59% | −9,035−27.6% | Reduced |
| Pacific Global Investment Management CO | 23,504 | $871.3K | 0.17% | −170−0.7% | Reduced |
| Pioneer Trust Bank N A | 23,385 | $866.9K | 0.24% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 23,329 | $864.8K | 0.06% | +8,112+53.3% | Added |
| RMR Capital Management, LLC | 23,278 | $862.9K | 0.86% | −285−1.2% | Reduced |
| Rossmore Private Capital | 23,130 | $857.4K | 0.11% | −525−2.2% | Reduced |
| Rodgers Brothers Inc. | 23,125 | $857.2K | 0.12% | +1,825+8.6% | Added |
| Aigen Investment Management, LP | 23,039 | $854.1K | 0.19% | +10,685+86.5% | Added |
| Resources Management Corp | 23,046 | $854.0K | 0.12% | −530−2.2% | Reduced |
| Massmutual Trust Co FSB | 22,820 | $845.9K | 0.03% | +62+0.3% | Added |
| Connecticut Wealth Management, LLC | 22,805 | $845.4K | 0.04% | −793−3.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 22,771 | $844.1K | 0.09% | −597−2.6% | Reduced |
| Oak Thistle LLC | 22,764 | $843.9K | 0.76% | +14,544+176.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 22,696 | $841.3K | 0.06% | +7,218+46.6% | Added |
| CAPROCK Group, Inc. | 22,694 | $841.3K | 0.05% | +586+2.7% | Added |
| Duality Advisers, LP | 22,667 | $840.3K | 0.08% | +22,667 | New |
| Rehmann Capital Advisory Group | 22,600 | $837.8K | 0.06% | +364+1.6% | Added |
| Aquatic Capital Management LLC | 22,600 | $837.8K | 0.03% | +22,600 | New |
| Sanders Morris Harris LLC | 22,500 | $834.1K | 0.16% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22,488 | $833.6K | 0.18% | −100−0.4% | Reduced |
| Davidson Trust Co | 22,398 | $830.3K | 0.48% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 22,323 | $827.5K | 0.13% | +7,738+53.1% | Added |
| Tritonpoint Wealth, LLC | 23,650 | $816.7K | 0.09% | −7,399−23.8% | Reduced |
| Mystic Asset Management, Inc. | 22,008 | $815.8K | 0.34% | +4,225+23.8% | Added |
| New Republic Capital, LLC | 21,986 | $815.0K | 0.52% | +57+0.3% | Added |
| Welch & Forbes LLC | 21,850 | $810.0K | 0.01% | −318−1.4% | Reduced |
| Inspire Advisors, LLC | 21,742 | $806.0K | 0.11% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 21,713 | $804.9K | 0.85% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 21,690 | $804.0K | 0.24% | 00.0% | Unchanged |
| Colonial Trust Co | 21,651 | $802.6K | 0.15% | −599−2.7% | Reduced |
| Continuum Advisory, LLC | 23,245 | $802.0K | 0.12% | +8,638+59.1% | Added |
| Lakeside Advisors, INC. | 21,600 | $800.7K | 0.51% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 21,555 | $799.0K | 0.16% | 00.0% | Unchanged |
| Peoples Bank | 21,488 | $796.6K | 0.44% | −645−2.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 21,157 | $784.3K | 0.07% | −1,712−7.5% | Reduced |
| Clarius Group, LLC | 21,002 | $778.5K | 0.05% | −2,421−10.3% | Reduced |
| LSV Asset Management | 21,000 | $778.0K | 0.00% | +6,000+40.0% | Added |
| Brave Asset Management Inc | 20,928 | $775.8K | 0.20% | 00.0% | Unchanged |
| Embree Financial Group | 20,902 | $774.8K | 0.15% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 20,900 | $774.8K | 0.06% | +2,000+10.6% | Added |
| Nations Financial Group Inc, | 20,829 | $772.1K | 0.07% | −10,407−33.3% | Reduced |
| Whitener Capital Management, Inc. | 20,800 | $771.1K | 0.25% | +1,100+5.6% | Added |
| Cigna Investments Inc | 20,792 | $771.0K | 0.15% | −284−1.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,792 | $770.8K | 0.09% | +13+0.1% | Added |
| Balentine LLC | 20,712 | $767.8K | 0.02% | −552−2.6% | Reduced |
| Great Valley Advisor Group, Inc. | 20,717 | $767.6K | 0.02% | +1,609+8.4% | Added |
| Cornerstone Advisory, LLC | 20,616 | $764.2K | 0.11% | +927+4.7% | Added |
| CoreCap Advisors, LLC | 20,576 | $762.8K | 0.04% | +1,253+6.5% | Added |
| Choate Investment Advisors | 20,541 | $761.5K | 0.02% | −1,359−6.2% | Reduced |
| Patriot Investment Management Inc. | 20,527 | $760.9K | 0.06% | 00.0% | Unchanged |
| Optas, LLC | 20,413 | $756.7K | 0.21% | +135+0.7% | Added |
| Sandy Spring Bank | 20,403 | $756.3K | 0.03% | −3,145−13.4% | Reduced |
| Canandaigua National Bank & Trust Co | 20,337 | $753.9K | 0.11% | −24,785−54.9% | Reduced |
| TBH Global Asset Management, LLC | 20,294 | $752.3K | 0.15% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 20,228 | $749.9K | 0.49% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 20,216 | $749.4K | 0.02% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 20,200 | $749.4K | 0.02% | +40.0% | Added |
| Horan Securities, Inc. | 20,136 | $746.4K | 0.35% | −1,400−6.5% | Reduced |
| Nomura Holdings Inc | 20,123 | $746.0K | 0.01% | −26,804−57.1% | Reduced |
| Simmons Bank | 20,065 | $743.8K | 0.06% | −552−2.7% | Reduced |
| WMS Partners, LLC | 20,016 | $742.0K | 0.05% | −278−1.4% | Reduced |
| Chicago Trust Co NA | 19,996 | $741.3K | 0.15% | +119+0.6% | Added |
| Tocqueville Asset Management L.P. | 19,952 | $739.6K | 0.01% | +12+0.1% | Added |
| RFG Advisory, LLC | 19,887 | $737.2K | 0.03% | +1,177+6.3% | Added |
| Southeast Asset Advisors Inc. | 19,854 | $736.0K | 0.09% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 19,834 | $735.2K | 0.08% | +4,166+26.6% | Added |
| Hoylecohen, LLC | 19,826 | $734.9K | 0.06% | +22+0.1% | Added |
| Independent Financial Group, LLC | 19,700 | $730.3K | 0.03% | +422+2.2% | Added |
| Integrated Investment Consultants, LLC | 19,689 | $729.9K | 0.20% | −140−0.7% | Reduced |
| Cobblestone Capital Advisors LLC | 19,630 | $727.7K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,614 | $727.1K | 0.02% | +1,110+6.0% | Added |
| Legacy Wealth Asset Management, LLC | 19,534 | $724.1K | 0.20% | −40.0% | Reduced |
| Empire Financial Management Company, LLC | 19,526 | $723.8K | 0.24% | +300+1.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 19,506 | $723.1K | 0.08% | +327+1.7% | Added |
| Fifth Third Wealth Advisors LLC | 19,423 | $720.0K | 0.11% | +4,822+33.0% | Added |
| Flagship Harbor Advisors, LLC | 19,377 | $718.3K | 0.05% | −387−2.0% | Reduced |
| Smartleaf Asset Management LLC | 19,461 | $716.9K | 0.14% | +3,446+21.5% | Added |
| Mill Creek Capital Advisors, LLC | 19,285 | $714.9K | 0.02% | +224+1.2% | Added |
| ARS Wealth Advisors Group, LLC | 19,243 | $713.4K | 0.10% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 19,160 | $710.3K | 0.12% | −1,256−6.2% | Reduced |
| Bristlecone Advisors, LLC | 19,065 | $706.7K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 19,026 | $705.3K | 0.02% | −12−0.1% | Reduced |
| Mayfair Advisory Group, LLC | 18,980 | $703.6K | 0.51% | +75+0.4% | Added |
| Kapstone Financial Advisors LLC | 18,978 | $703.5K | 0.48% | −133−0.7% | Reduced |