Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2024

Institutional positions in CSX Corp as of Jun 30, 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
1,662
−12 vs. Q1 2024
Shares held
1.43B
−5.91M (−0.4%) vs. Q1 2024
Total value
$47.8B
−$5.31B (−10.0%) vs. Q1 2024
New holders
117
627 more added
Sold out
129
573 more reduced

20 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,662 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ2 2024: $47.8B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q1 2024.

Institutions holding CSX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
E Fund Management (Hong Kong) Co., Ltd.13$00.00%−1,796−99.3%Reduced
Dogwood Wealth Management LLC0$90.00%0Unchanged
RFP Financial Group LLC4$1340.00%−49−92.5%Reduced
New Millennium Group LLC6$2150.00%+6New
McClarren Financial Advisors, Inc.120$3390.24%−9,800−98.8%Reduced
Horizon Financial Services, LLC20$6690.00%00.0%Unchanged
ClariVest Asset Management LLC22$7270.00%00.0%Unchanged
Bogart Wealth, LLC25$8280.00%00.0%Unchanged
NVWM, LLC25$8360.00%+1+4.2%Added
Strengthening Families & Communities, LLC42$1.00K0.00%+42New
Chilton Capital Management LLC34$1.14K0.00%+34New
Beaird Harris Wealth Management, LLC37$1.24K0.00%00.0%Unchanged
Hilltop National Bank40$1.34K0.00%−7−14.9%Reduced
Global Financial Private Client, LLC42$1.41K0.00%00.0%Unchanged
Triad Wealth Partners, LLC45$1.50K0.00%+45New
Pingora Partners LLC55$1.84K0.00%00.0%Unchanged
Financial Connections Group, Inc.70$2.00K0.00%00.0%Unchanged
True Wealth Design, LLC74$2.48K0.00%+19+34.5%Added
Unique Wealth Strategies, LLC75$2.78K0.00%+75New
Householder Group Estate & Retirement Specialist, LLC111$3.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp100$3.35K0.00%+100New
Global Trust Asset Management, LLC100$3.35K0.00%00.0%Unchanged
Byrne Asset Management LLC108$3.57K0.00%00.0%Unchanged
Fairway Wealth LLC120$4.01K0.00%+120New
Investment Research & Advisory Group, Inc.124$4.15K0.00%+124New
EntryPoint Capital, LLC124$4.15K0.00%+124New
Richard W. Paul & Associates, LLC128$4.28K0.00%−91−41.6%Reduced
Cedar Wealth Management, LLC144$4.82K0.00%00.0%Unchanged
Penserra Capital Management LLC162$5.00K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC150$5.02K0.00%+150New
ZynergyRetirementPlanningLLC150$5.02K0.00%+150New
Wolff Wiese Magana LLC153$5.12K0.00%00.0%Unchanged
Lynx Investment Advisory168$5.64K0.00%+168New
Red Tortoise LLC169$5.65K0.00%00.0%Unchanged
WR Wealth Planners, LLC170$5.69K0.00%−431−71.7%Reduced
SJS Investment Consulting Inc.177$5.92K0.00%00.0%Unchanged
Capital Analysts, LLC181$6.00K0.00%+181New
Abich Financial Wealth Management LLC180$6.02K0.00%+77+74.8%Added
First Financial Corp198$6.62K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.200$6.64K0.00%+200New
TCTC Holdings, LLC200$6.69K0.00%00.0%Unchanged
Aspect Partners, LLC201$6.72K0.00%00.0%Unchanged
Beach Investment Counsel Inc210$7.00K0.00%+210New
Lummis Asset Management, LP229$7.66K0.01%00.0%Unchanged
Addison Advisors LLC233$7.79K0.00%−120−34.0%Reduced
Arrow Financial Corp252$8.43K0.00%00.0%Unchanged
Pineridge Advisors LLC263$8.80K0.00%−119−31.2%Reduced
Clear Street Markets LLC259$9.00K0.00%+259New
Hallmark Capital Management Inc270$9.03K0.00%+270New
Hobbs Group Advisors, LLC270$9.03K0.00%+270New
Annis Gardner Whiting Capital Advisors, LLC280$9.37K0.00%+100+55.6%Added
Tidemark, LLC282$9.43K0.00%00.0%Unchanged
POM Investment Strategies, LLC288$9.63K0.01%+288New
TSFG, LLC290$10.0K0.00%+1+0.3%Added
Delos Wealth Advisors, LLC300$10.0K0.01%00.0%Unchanged
Partnership Wealth Management, LLC300$10.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC305$10.2K0.01%+37+13.8%Added
Insight Financial Services315$10.5K0.01%00.0%Unchanged
Motco321$10.7K0.00%00.0%Unchanged
Syntax Research, Inc.324$10.8K0.01%00.0%Unchanged
Transcendent Capital Group LLC325$10.9K0.01%00.0%Unchanged
Financial Avengers, Inc.339$11.3K0.01%+2+0.6%Added
Creative Capital Management Investments LLC340$11.4K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC340$11.4K0.00%+14+4.3%Added
Abound Wealth Management344$11.5K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC345$11.5K0.00%00.0%Unchanged
Creekmur Asset Management LLC356$11.9K0.00%−206−36.7%Reduced
Horizon Bancorp Inc363$12.0K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.366$12.2K0.00%+255+229.7%Added
TruNorth Capital Management, LLC384$12.8K0.00%+384New
LGT Financial Advisors LLC386$12.9K0.03%+386New
Chesapeake Asset Management LLC388$13.0K0.01%+1+0.3%Added
Lowe Wealth Advisors, LLC396$13.2K0.01%00.0%Unchanged
AllSquare Wealth Management LLC400$13.4K0.01%−1,587−79.9%Reduced
Central Bank & Trust Co401$13.4K0.00%−1,813−81.9%Reduced
Signature Resources Capital Management, LLC411$13.7K0.01%00.0%Unchanged
Eagle Bay Advisors LLC430$14.4K0.01%+17+4.1%Added
Game Plan Financial Advisors, LLC446$14.9K0.01%+1+0.2%Added
Hollencrest Capital Management447$15.0K0.00%00.0%Unchanged
Nordwand Advisors, LLC450$15.1K0.01%00.0%Unchanged
PSI Advisors, LLC451$15.1K0.00%+79+21.2%Added
Bell Investment Advisors, Inc461$15.4K0.00%−1−0.2%Reduced
REAP Financial Group, LLC461$15.4K0.00%+16+3.6%Added
Raffa Wealth Management, LLC488$16.3K0.00%00.0%Unchanged
Highline Wealth Partners LLC499$16.7K0.01%+18+3.7%Added
Sachetta, LLC516$18.1K0.01%+191+58.8%Added
Plato Investment Management Ltd570$19.1K0.00%−36−5.9%Reduced
Opal Wealth Advisors, LLC587$19.6K0.01%+587New
Trust Co588$19.7K0.00%−1,041−63.9%Reduced
Pin Oak Investment Advisors Inc600$20.0K0.02%00.0%Unchanged
AlphaMark Advisors, LLC600$20.0K0.01%00.0%Unchanged
Peoples Financial Services Corp.600$20.1K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.627$21.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC645$21.6K0.00%−1,032−61.5%Reduced
Wiser Advisor Group LLC648$21.6K0.03%+3+0.5%Added
Quarry LP648$21.7K0.01%−2,032−75.8%Reduced
Legend Financial Advisors, Inc.660$22.1K0.02%+660New
Silicon Valley Capital Partners671$22.5K0.00%+2+0.3%Added
Mascoma Wealth Management LLC681$22.8K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc689$23.0K0.01%+1+0.1%Added