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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 836 | $27.8K | 0.01% | −64−7.1% | Reduced |
| Coston, McIsaac & Partners | 825 | $28.0K | 0.01% | +2+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 821 | $28.3K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 825 | $28.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 841 | $29.0K | 0.00% | +135+19.1% | Added |
| Valued Wealth Advisors LLC | 843 | $29.1K | 0.02% | −224−21.0% | Reduced |
| Prestige Wealth Management Group LLC | 846 | $29.2K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 846 | $29.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 862 | $29.8K | 0.01% | +214+33.0% | Added |
| ORG Partners LLC | 900 | $31.1K | 0.00% | −2,587−74.2% | Reduced |
| Fairscale Capital, LLC | 900 | $31.1K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $31.1K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 900 | $31.1K | 0.01% | +900 | New |
| Carolinas Wealth Consulting LLC | 917 | $31.6K | 0.01% | +32+3.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 958 | $33.1K | 0.02% | +958 | New |
| Rational Advisors LLC | 983 | $33.9K | 0.00% | −179−15.4% | Reduced |
| Burkett Financial Services, LLC | 996 | $34.4K | 0.01% | +4+0.4% | Added |
| Park Place Capital Corp | 1,002 | $34.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,005 | $34.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,029 | $35.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,045 | $36.1K | 0.01% | +812+348.5% | Added |
| Barrett & Company, Inc. | 1,046 | $36.1K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,058 | $36.5K | 0.01% | +10+1.0% | Added |
| Avion Wealth | 1,095 | $37.0K | 0.01% | +19+1.8% | Added |
| American National Bank | 1,101 | $38.0K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,050 | $38.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,110 | $38.3K | 0.02% | +336+43.4% | Added |
| Cape Investment Advisory, Inc. | 1,112 | $38.4K | 0.02% | +62+5.9% | Added |
| Uncommon Cents Investing LLC | 1,113 | $38.4K | 0.01% | +1,113 | New |
| Empirical Asset Management, LLC | 35,535 | $38.6K | 0.01% | −2,745−7.2% | Reduced |
| Salomon & Ludwin, LLC | 1,125 | $38.8K | 0.00% | −3,750−76.9% | Reduced |
| Peterson Wealth Services | 1,125 | $38.8K | 0.01% | +1,125 | New |
| Motco | 1,137 | $39.3K | 0.00% | +816+254.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,175 | $40.6K | 0.01% | −1,069−47.6% | Reduced |
| Peoples Bank | 1,200 | $41.4K | 0.03% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,212 | $41.9K | 0.02% | +89+7.9% | Added |
| Annapolis Financial Services, LLC | 1,233 | $42.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,251 | $43.2K | 0.02% | +11+0.9% | Added |
| Jamison Private Wealth Management, Inc. | 1,253 | $43.3K | 0.01% | +316+33.7% | Added |
| FSA Wealth Management LLC | 1,254 | $43.3K | 0.02% | +1,254 | New |
| West Paces Advisors Inc. | 1,320 | $45.6K | 0.01% | −150−10.2% | Reduced |
| One River Asset Management, LLC | 1,332 | $46.0K | 0.05% | +1,332 | New |
| Financial Connections Group, Inc. | 1,371 | $47.0K | 0.02% | +1,301+1,858.6% | Added |
| Rise Advisors, LLC | 1,371 | $47.3K | 0.02% | +5+0.4% | Added |
| Godsey & Gibb Associates | 1,381 | $47.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,483 | $51.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,521 | $52.5K | 0.01% | +63+4.3% | Added |
| Arcadia Investment Management Corp | 1,564 | $54.0K | 0.01% | −500−24.2% | Reduced |
| Bullock Wealth Management Group | 1,578 | $54.5K | 0.03% | +153+10.7% | Added |
| CoreFirst Bank & Trust | 1,599 | $55.2K | 0.03% | +1,599 | New |
| Frazier Financial Advisors, LLC | 1,640 | $56.6K | 0.04% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,694 | $58.5K | 0.02% | +1,694 | New |
| Capstone Investment Advisors, LLC | 1,745 | $60.3K | 0.00% | −10,342−85.6% | Reduced |
| GW&K Investment Management, LLC | 1,753 | $61.0K | 0.00% | +194+12.4% | Added |
| State of Wyoming | 1,778 | $61.4K | 0.01% | −5,443−75.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,800 | $62.0K | 0.02% | −900−33.3% | Reduced |
| Acima Private Wealth, LLC | 1,800 | $62.2K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,816 | $62.7K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,832 | $63.3K | 0.04% | +1+0.1% | Added |
| Nemes Rush Group LLC | 1,713 | $63.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,847 | $63.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,910 | $66.0K | 0.01% | +1,910 | New |
| Baldwin Brothers Inc | 1,928 | $66.6K | 0.00% | +123+6.8% | Added |
| Riggs Asset Managment Co. Inc. | 1,935 | $66.8K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 1,939 | $67.0K | 0.07% | +1,939 | New |
| Kelly Lawrence W & Associates Inc | 1,950 | $67.3K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,962 | $67.7K | 0.06% | +5+0.3% | Added |
| WFA Asset Management Corp | 2,001 | $69.1K | 0.04% | −111−5.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,047 | $70.7K | 0.01% | +16+0.8% | Added |
| Financial Perspectives, Inc | 2,052 | $70.9K | 0.02% | +5+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $71.8K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,096 | $72.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 2,160 | $74.6K | 0.01% | +2,160 | New |
| Gleason Group, Inc. | 2,186 | $75.5K | 0.01% | +8+0.4% | Added |
| Silvant Capital Management LLC | 2,199 | $75.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2,237 | $77.3K | 0.05% | +316+16.4% | Added |
| Mondrian Investment Partners LTD | 2,312 | $79.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,317 | $80.0K | 0.02% | +10.0% | Added |
| Key Financial Inc | 2,361 | $81.5K | 0.02% | +18+0.8% | Added |
| Riverview Trust Co | 2,365 | $81.7K | 0.07% | +36+1.5% | Added |
| MRP Capital Investments, LLC | 2,400 | $82.9K | 0.08% | +2,400 | New |
| Ashton Thomas Securities, LLC | 2,417 | $83.5K | 0.02% | +2,417 | New |
| Hemington Wealth Management | 2,500 | $84.0K | 0.02% | +2,500 | New |
| Coppell Advisory Solutions LLC | 2,503 | $86.4K | 0.01% | +160+6.8% | Added |
| Beaird Harris Wealth Management, LLC | 2,512 | $86.7K | 0.01% | +2,475+6,689.2% | Added |
| Catalyst Capital Advisors LLC | 2,522 | $87.1K | 0.00% | +606+31.6% | Added |
| DHJJ Financial Advisors, Ltd. | 2,541 | $87.7K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,542 | $88.0K | 0.01% | +99+4.1% | Added |
| Proffitt & Goodson Inc | 2,641 | $91.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,723 | $94.0K | 0.02% | +10+0.4% | Added |
| MV Capital Management, Inc. | 2,731 | $94.3K | 0.01% | −30−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,760 | $95.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 2,794 | $96.5K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,822 | $97.4K | 0.01% | −241−7.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2,933 | $101.3K | 0.01% | +6+0.2% | Added |
| Covestor Ltd | 2,953 | $102.0K | 0.06% | +203+7.4% | Added |
| Kimelman & Baird, LLC | 3,000 | $103.6K | 0.01% | −5,100−63.0% | Reduced |
| Accent Capital Management, LLC | 3,000 | $103.6K | 0.06% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $104.1K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,034 | $104.8K | 0.05% | 00.0% | Unchanged |