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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 26,079 | $900.0K | 0.06% | +133+0.5% | Added |
| Threadgill Financial, LLC | 26,107 | $901.5K | 0.54% | +433+1.7% | Added |
| Summit Financial, LLC | 26,198 | $904.6K | 0.04% | +115+0.4% | Added |
| Brookstone Capital Management | 26,206 | $904.9K | 0.01% | −1,098−4.0% | Reduced |
| Portside Wealth Group, LLC | 26,321 | $908.9K | 0.16% | +615+2.4% | Added |
| Criterion Capital Advisors, LLC | 27,389 | $916.2K | 0.58% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 26,700 | $922.0K | 0.20% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 26,701 | $922.0K | 0.03% | +26+0.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 26,890 | $928.5K | 0.59% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 26,927 | $929.8K | 0.01% | −3,870−12.6% | Reduced |
| Adirondack Trust Co | 27,115 | $936.0K | 0.36% | −212−0.8% | Reduced |
| CoreCap Advisors, LLC | 27,285 | $942.1K | 0.04% | +27,285 | New |
| Brooks, Moore & Associates, Inc. | 27,349 | $944.4K | 0.56% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 27,508 | $949.9K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 27,574 | $952.1K | 0.31% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 27,592 | $952.7K | 0.40% | +20+0.1% | Added |
| Sonora Investment Management Group, LLC | 27,666 | $955.3K | 0.07% | +1,929+7.5% | Added |
| Arkadios Wealth Advisors | 27,710 | $956.8K | 0.05% | +74+0.3% | Added |
| TD Private Client Wealth LLC | 28,070 | $969.3K | 0.03% | +220+0.8% | Added |
| Legacy Private Trust Co. | 28,135 | $971.5K | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 28,389 | $980.0K | 0.04% | +28,389 | New |
| Meiji Yasuda Asset Management Co Ltd. | 28,399 | $980.6K | 0.04% | −206−0.7% | Reduced |
| STF Management LP | 28,410 | $981.0K | 0.45% | −2,800−9.0% | Reduced |
| Sawgrass Asset Management LLC | 28,508 | $984.4K | 0.10% | −467−1.6% | Reduced |
| Westfield Capital Management Co LP | 28,590 | $987.2K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 28,745 | $992.6K | 0.25% | +187+0.7% | Added |
| Horan Securities, Inc. | 28,776 | $993.6K | 0.38% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 28,779 | $993.7K | 0.43% | −76−0.3% | Reduced |
| Ullmann Financial Group, Inc. | 28,902 | $998.0K | 0.13% | −1,669−5.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 28,975 | $1.00M | 0.04% | −4,104−12.4% | Reduced |
| Howland Capital Management LLC | 29,103 | $1.00M | 0.04% | +207+0.7% | Added |
| Wedbush Securities Inc | 29,096 | $1.00M | 0.04% | −13,938−32.4% | Reduced |
| Navalign, LLC | 29,166 | $1.01M | 0.30% | −193−0.7% | Reduced |
| Confluence Wealth Services, Inc. | 29,219 | $1.01M | 0.07% | −392−1.3% | Reduced |
| Fruth Investment Management | 29,300 | $1.01M | 0.26% | 00.0% | Unchanged |
| Community Trust & Investment Co | 29,454 | $1.02M | 0.06% | +2,100+7.7% | Added |
| AA Financial Advisors, LLC | 29,495 | $1.02M | 0.29% | +2,218+8.1% | Added |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.02M | 0.21% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 29,766 | $1.03M | 0.07% | +448+1.5% | Added |
| Busey Wealth Management | 29,920 | $1.03M | 0.03% | +328+1.1% | Added |
| Vista Investment Management | 29,949 | $1.03M | 0.39% | +915+3.2% | Added |
| Stratos Wealth Advisors, LLC | 29,974 | $1.04M | 0.05% | +108+0.4% | Added |
| Harbor Advisors LLC | 30,000 | $1.04M | 0.17% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 30,000 | $1.04M | 0.05% | −1,800−5.7% | Reduced |
| Essex Financial Services, Inc. | 30,708 | $1.04M | 0.07% | −100−0.3% | Reduced |
| Fulton Bank, N.A. | 30,156 | $1.04M | 0.04% | +192+0.6% | Added |
| Harbor Investment Advisory, LLC | 30,172 | $1.04M | 0.10% | −140.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 30,219 | $1.04M | 0.22% | −150−0.5% | Reduced |
| GAMMA Investing LLC | 30,306 | $1.05M | 0.10% | +11,730+63.1% | Added |
| Systematic Financial Management LP | 30,600 | $1.06M | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 30,643 | $1.06M | 0.11% | −315−1.0% | Reduced |
| Point72 Hong Kong Ltd | 30,659 | $1.06M | 0.08% | +30,659 | New |
| Norden Group LLC | 30,674 | $1.06M | 0.13% | +10,154+49.5% | Added |
| Creative Financial Designs Inc | 30,806 | $1.06M | 0.09% | +120.0% | Added |
| Biltmore Wealth Management, LLC | 31,065 | $1.07M | 0.44% | +1,587+5.4% | Added |
| Private Trust Co NA | 31,092 | $1.07M | 0.11% | −24−0.1% | Reduced |
| Harbour Trust & Investment Management Co | 31,325 | $1.08M | 0.12% | −206−0.7% | Reduced |
| Mission Wealth Management, LP | 31,459 | $1.09M | 0.03% | +275+0.9% | Added |
| Paradigm Asset Management Co LLC | 31,500 | $1.09M | 0.28% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 31,514 | $1.09M | 0.80% | +1,684+5.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 31,554 | $1.09M | 0.10% | −1,200−3.7% | Reduced |
| Washington Trust Co | 31,637 | $1.09M | 0.04% | +150.0% | Added |
| Vident Advisory, LLC | 31,691 | $1.09M | 0.03% | −108,154−77.3% | Reduced |
| Weatherly Asset Management L. P. | 31,786 | $1.10M | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 31,841 | $1.10M | 0.03% | −516−1.6% | Reduced |
| Bridgewater Advisors Inc. | 33,080 | $1.10M | 0.12% | −34−0.1% | Reduced |
| Applied Finance Capital Management, LLC | 31,923 | $1.10M | 0.05% | +2,440+8.3% | Added |
| Avidian Wealth Solutions, LLC | 31,924 | $1.10M | 0.05% | −40.0% | Reduced |
| Transcend Wealth Collective, LLC | 31,980 | $1.10M | 0.07% | −709−2.2% | Reduced |
| Net Worth Advisory Group | 32,042 | $1.11M | 0.33% | +32,042 | New |
| United Community Bank | 32,107 | $1.11M | 0.43% | +3,079+10.6% | Added |
| Integrated Wealth Concepts LLC | 32,240 | $1.11M | 0.01% | −8,253−20.4% | Reduced |
| Walleye Capital LLC | 32,509 | $1.12M | 0.01% | −932,706−96.6% | Reduced |
| Modera Wealth Management, LLC | 32,545 | $1.12M | 0.01% | −2,795−7.9% | Reduced |
| Sienna Gestion | 32,741 | $1.13M | 0.08% | +32,741 | New |
| Valmark Advisers, Inc. | 32,666 | $1.13M | 0.02% | +276+0.9% | Added |
| Citizens Financial Group Inc | 32,997 | $1.14M | 0.02% | −2,192−6.2% | Reduced |
| Csenge Advisory Group | 32,595 | $1.14M | 0.06% | −2,621−7.4% | Reduced |
| Aviance Capital Partners, LLC | 33,119 | $1.14M | 0.15% | +3,402+11.4% | Added |
| Daymark Wealth Partners, LLC | 33,119 | $1.14M | 0.05% | +462+1.4% | Added |
| NewEdge Wealth, LLC | 33,208 | $1.15M | 0.02% | +16,807+102.5% | Added |
| Everhart Financial Group, Inc. | 33,309 | $1.15M | 0.25% | +1,387+4.3% | Added |
| Cary Street Partner Investment Advisory LLC | 33,557 | $1.16M | 0.04% | −512−1.5% | Reduced |
| Sheets Smith Wealth Management | 33,563 | $1.16M | 0.14% | −3,118−8.5% | Reduced |
| VELA Investment Management, LLC | 33,585 | $1.16M | 0.40% | +33+0.1% | Added |
| WealthTrust Axiom LLC | 33,616 | $1.16M | 0.34% | −1,500−4.3% | Reduced |
| Pinnacle Financial Partners Inc | 33,676 | $1.16M | 0.02% | −1,031−3.0% | Reduced |
| Paradigm Financial Partners, LLC | 31,882 | $1.16M | 0.16% | −2,749−7.9% | Reduced |
| Cascade Financial Partners, LLC | 34,410 | $1.16M | 0.15% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 33,776 | $1.17M | 0.03% | −700−2.0% | Reduced |
| Wellington Shields & Co., LLC | 33,847 | $1.17M | 0.36% | +3,847+12.8% | Added |
| Cobblestone Asset Management LLC | 34,046 | $1.18M | 0.71% | +120+0.4% | Added |
| Douglass Winthrop Advisors, LLC | 34,176 | $1.18M | 0.02% | +14,400+72.8% | Added |
| CWM Advisors, LLC | 34,195 | $1.18M | 0.12% | −1,334−3.8% | Reduced |
| Shelton Wealth Management, LLC | 34,497 | $1.19M | 0.68% | +2,578+8.1% | Added |
| Morningstar Investment Management LLC | 34,319 | $1.21M | 0.12% | +18,312+114.4% | Added |
| Country Club Bank | 35,114 | $1.21M | 0.08% | 00.0% | Unchanged |
| Weil Company, Inc. | 35,200 | $1.22M | 0.40% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 35,245 | $1.22M | 0.04% | −4,902−12.2% | Reduced |
| Western Wealth Management, LLC | 35,255 | $1.22M | 0.07% | −872−2.4% | Reduced |