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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, Q3 2024

Institutional positions in CSX Corp as of Sep 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
1,672
+30 vs. Q2 2024
Shares held
1.42B
+141.8M (+11.1%) vs. Q2 2024
Total value
$49.0B
+$6.27B (+14.7%) vs. Q2 2024
New holders
119
617 more added
Sold out
89
572 more reduced

20 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,672 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 heldQ3 2024: $49.0B
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, Q3 2024

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2024.

Institutions holding CSX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
E Fund Management (Hong Kong) Co., Ltd.13$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$100.00%0Unchanged
Rakuten Securities, Inc.1$350.00%+1New
Mendota Financial Group, LLC6$2080.00%+6New
New Millennium Group LLC6$2230.00%00.0%Unchanged
Horizon Financial Services, LLC20$6910.00%00.0%Unchanged
ClariVest Asset Management LLC22$7270.00%00.0%Unchanged
Bogart Wealth, LLC25$8580.00%00.0%Unchanged
1620 Investment Advisors, Inc.26$9060.00%+26New
Planned Solutions, Inc.29$1.00K0.00%+29New
NVWM, LLC30$1.04K0.00%+5+20.0%Added
Chilton Capital Management LLC34$1.18K0.00%00.0%Unchanged
JDM Financial Group LLC36$1.24K0.00%+36New
Hilltop National Bank40$1.38K0.00%00.0%Unchanged
Global Financial Private Client, LLC42$1.45K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC42$1.45K0.00%00.0%Unchanged
Claris Advisors, LLC59$2.04K0.00%+59New
Arlington Trust Co LLC60$2.07K0.00%+60New
True Wealth Design, LLC73$2.52K0.00%−1−1.4%Reduced
Pacific Capital Wealth Advisors, Inc96$3.31K0.00%+96New
Global Trust Asset Management, LLC100$3.46K0.00%00.0%Unchanged
Oarsman Capital, Inc.108$3.73K0.00%+108New
Investment Research & Advisory Group, Inc.124$4.28K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC128$4.42K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.134$4.83K0.00%−66−33.0%Reduced
Cedar Wealth Management, LLC144$4.97K0.00%00.0%Unchanged
Penserra Capital Management LLC165$5.00K0.00%+3+1.9%Added
Livelsberger Financial Advisory151$5.23K0.11%+151New
Wolff Wiese Magana LLC153$5.28K0.00%00.0%Unchanged
Red Tortoise LLC169$5.83K0.00%00.0%Unchanged
WR Wealth Planners, LLC170$5.87K0.00%00.0%Unchanged
SJS Investment Consulting Inc.181$6.25K0.00%+4+2.3%Added
First Financial Corp198$6.84K0.00%00.0%Unchanged
TCTC Holdings, LLC200$6.91K0.00%00.0%Unchanged
Aspect Partners, LLC201$6.94K0.00%00.0%Unchanged
Beach Investment Counsel Inc210$7.00K0.00%00.0%Unchanged
Flaharty Asset Management, LLC225$7.77K0.00%+225New
Lummis Asset Management, LP229$7.91K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.239$8.25K0.00%−127−34.7%Reduced
Arrow Financial Corp252$8.70K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC259$8.94K0.00%−21−7.5%Reduced
Golden State Equity Partners263$9.08K0.00%+263New
Pineridge Advisors LLC263$9.08K0.00%00.0%Unchanged
Wiser Advisor Group LLC267$9.22K0.01%−381−58.8%Reduced
Hobbs Group Advisors, LLC270$9.32K0.00%00.0%Unchanged
Tidemark, LLC282$9.74K0.00%00.0%Unchanged
HighMark Wealth Management LLC285$9.84K0.01%−20−6.6%Reduced
TSFG, LLC290$10.0K0.00%00.0%Unchanged
Partnership Wealth Management, LLC300$10.4K0.01%00.0%Unchanged
Insight Financial Services315$10.9K0.01%00.0%Unchanged
Capital Performance Advisors LLP316$10.9K0.00%+316New
Syntax Research, Inc.324$11.2K0.01%00.0%Unchanged
Transcendent Capital Group LLC325$11.2K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC326$11.3K0.00%−14−4.1%Reduced
Abound Wealth Management338$11.7K0.00%−6−1.7%Reduced
Financial Avengers, Inc.340$11.7K0.01%+1+0.3%Added
Creative Capital Management Investments LLC340$11.7K0.00%00.0%Unchanged
Meeder Asset Management Inc345$11.9K0.00%−831−70.7%Reduced
Gilliland Jeter Wealth Management LLC345$11.9K0.00%00.0%Unchanged
Center for Financial Planning, Inc.350$12.1K0.00%−350−50.0%Reduced
Creekmur Asset Management LLC356$12.3K0.00%00.0%Unchanged
Horizon Bancorp Inc363$13.0K0.01%00.0%Unchanged
Sachetta, LLC378$13.1K0.01%−138−26.7%Reduced
Pathway Financial Advisers, LLC459,006$13.3K0.01%+445,607+3,325.7%Added
Peterson Financial Group, Inc.389$13.4K0.05%+389New
Lowe Wealth Advisors, LLC396$13.7K0.01%00.0%Unchanged
Chesapeake Asset Management LLC399$13.8K0.01%+11+2.8%Added
AllSquare Wealth Management LLC400$13.8K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC411$14.2K0.01%00.0%Unchanged
Eagle Bay Advisors LLC430$14.8K0.01%00.0%Unchanged
Hollencrest Capital Management447$15.4K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC448$15.5K0.01%+2+0.4%Added
Nordwand Advisors, LLC450$15.5K0.00%00.0%Unchanged
PSI Advisors, LLC453$15.6K0.00%+2+0.4%Added
Optiver Holding B.V.456$15.7K0.00%+456New
Bell Investment Advisors, Inc461$15.9K0.00%00.0%Unchanged
Raffa Wealth Management, LLC488$16.9K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC500$17.3K0.01%+500New
Legacy Investment Solutions, LLC477$17.4K0.01%+477New
Legacy Wealth Managment, LLC477$17.4K0.01%+477New
TruNorth Capital Management, LLC543$18.8K0.01%+159+41.4%Added
Plato Investment Management Ltd570$19.7K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc600$20.0K0.02%00.0%Unchanged
Alpine Bank Wealth Management581$20.1K0.00%+581New
Trust Co588$20.3K0.00%00.0%Unchanged
Peoples Financial Services Corp.600$20.7K0.01%00.0%Unchanged
AlphaMark Advisors, LLC600$21.0K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC612$21.0K0.01%+501+451.4%Added
Altshuler Shaham Ltd615$21.2K0.00%+615New
Highline Wealth Partners LLC631$21.8K0.01%+132+26.5%Added
FinTrust Capital Advisors, LLC645$22.3K0.00%00.0%Unchanged
Silicon Valley Capital Partners674$23.3K0.00%+3+0.4%Added
Mascoma Wealth Management LLC681$23.5K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc689$23.8K0.01%00.0%Unchanged
REAP Financial Group, LLC719$24.8K0.01%+258+56.0%Added
Pacific Center for Financial Services720$24.9K0.01%00.0%Unchanged
Hallmark Capital Management Inc750$25.9K0.00%+480+177.8%Added
Itau Unibanco Holding S.A.772$26.7K0.00%00.0%Unchanged
Painted Porch Advisors LLC781$27.0K0.01%00.0%Unchanged
Monetary Management Group Inc800$27.6K0.01%−1,000−55.6%Reduced