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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, 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
Princeton Global Asset Management LLC3,061$105.7K0.02%+1,461+91.3%Added
Trifecta Capital Advisors, LLC3,117$107.6K0.02%00.0%Unchanged
Dunhill Financial, LLC3,177$109.7K0.06%+222+7.5%Added
Gen-Wealth Partners Inc3,308$111.0K0.05%+575+21.0%Added
McIlrath & Eck, LLC3,270$112.9K0.01%00.0%Unchanged
Financial Management Professionals, Inc.3,267$113.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC3,274$113.1K0.02%+108+3.4%Added
Catalyst Funds Management Pty Ltd3,300$113.9K0.03%−4,900−59.8%Reduced
TD Capital Management LLC3,645$125.9K0.01%00.0%Unchanged
Core Alternative Capital3,702$127.8K0.02%00.0%Unchanged
Bruce G. Allen Investments, LLC3,760$129.8K0.10%+68+1.8%Added
Union Savings Bank3,800$131.2K0.06%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC3,875$133.8K0.04%−2,000−34.0%Reduced
Chelsea Counsel Co4,100$141.6K0.07%00.0%Unchanged
Perkins Coie Trust Co4,148$143.2K0.03%00.0%Unchanged
Truvestments Capital LLC4,329$149.5K0.04%+4,329New
Ritter Daniher Financial Advisory LLC4,350$150.2K0.04%00.0%Unchanged
Bray Capital Advisors4,455$153.8K0.04%00.0%Unchanged
Slocum, Gordon & Co LLP4,500$155.4K0.06%00.0%Unchanged
Perritt Capital Management Inc4,514$155.9K0.08%00.0%Unchanged
Cassady Schiller Wealth Management, LLC4,647$160.5K0.06%00.0%Unchanged
Strategic Investment Solutions, Inc.4,713$162.7K0.05%+334+7.6%Added
ZRC Wealth Management, LLC4,734$163.5K0.07%00.0%Unchanged
DT Investment Partners, LLC4,740$163.7K0.01%+690+17.0%Added
Colonial Trust Advisors4,899$169.2K0.01%−1,800−26.9%Reduced
Richardson Financial Services Inc.5,178$173.2K0.11%+18+0.3%Added
Paladin Advisory Group, LLC5,387$186.0K0.14%00.0%Unchanged
CVA Family Office, LLC5,485$189.4K0.03%+4+0.1%Added
Quent Capital, LLC5,540$191.3K0.02%−46−0.8%Reduced
Banque Cantonale Vaudoise5,776$199.0K0.01%−11,432−66.4%Reduced
Alta Advisers Ltd5,800$200.3K0.09%00.0%Unchanged
KPP Advisory Services LLC5,811$200.7K0.05%+5,811New
RPS Advisory Solutions LLC5,842$201.7K0.14%+5,842New
ARS Investment Partners, LLC5,880$203.0K0.02%+5,880New
Brendel Financial Advisors LLC5,922$204.0K0.12%+5,922New
Mindset Wealth Management, LLC5,912$204.1K0.08%+5,912New
Loring Wolcott & Coolidge Fiduciary Advisors LLP6,174$204.4K0.00%+40+0.7%Added
Rockbridge Investment Management, LCC5,934$204.9K0.03%+5,934New
Quantitative Investment Management, LLC5,943$205.0K0.02%+5,943New
Patron Partners Advisors, LLC5,942$205.2K0.11%−71−1.2%Reduced
Larson Financial Group LLC5,957$205.7K0.01%+1,000+20.2%Added
Valley National Advisers Inc6,018$206.0K0.04%−2,539−29.7%Reduced
Ameritas Advisory Services, LLC5,969$206.1K0.01%−5,060−45.9%Reduced
First Personal Financial Services5,970$206.2K0.04%+18+0.3%Added
Schnieders Capital Management LLC5,999$207.1K0.04%+5,999New
Country Trust Bank6,000$207.2K0.01%00.0%Unchanged
Montgomery Investment Management Inc6,000$207.2K0.08%00.0%Unchanged
Westover Capital Advisors, LLC6,000$207.2K0.04%00.0%Unchanged
Fractal Investments LLC6,000$207.2K0.04%00.0%Unchanged
Heartwood Wealth Advisors LLC6,005$207.4K0.02%00.0%Unchanged
Emerald Advisors, LLC6,082$207.5K0.03%00.0%Unchanged
Capital Analysts, LLC6,027$208.0K0.01%+5,846+3,229.8%Added
Cromwell Holdings LLC6,041$208.6K0.13%00.0%Unchanged
JT Stratford LLC6,059$209.2K0.04%+6,059New
Royal Fund Management, LLC6,090$210.3K0.01%−1,136−15.7%Reduced
Adviser Investments LLC6,104$210.8K0.00%+6,104New
McElhenny Sheffield Capital Management, LLC6,108$210.9K0.07%−187−3.0%Reduced
Jacobs Levy Equity Management, Inc6,119$211.3K0.00%+6,119New
LRI Investments, LLC5,931$211.3K0.02%00.0%Unchanged
Schneider Downs Wealth Management Advisors, LP6,135$211.8K0.04%00.0%Unchanged
Kendall Capital Management6,144$212.2K0.07%00.0%Unchanged
Crawford Investment Counsel Inc6,150$212.4K0.00%−200−3.1%Reduced
Castle Rock Wealth Management, LLC6,272$213.1K0.05%−472−7.0%Reduced
Berger Financial Group, Inc6,174$213.2K0.02%+62+1.0%Added
Lakeridge Wealth Management LLC6,176$213.3K0.12%+10.0%Added
J. W. Coons Advisors, LLC6,190$213.7K0.05%00.0%Unchanged
Nelson Capital Management, LLC6,200$214.1K0.04%00.0%Unchanged
Atlas Capital Advisors LLC6,207$214.3K0.03%00.0%Unchanged
Spinnaker Investment Group, LLC6,215$214.6K0.05%+6,215New
Trust Co of Toledo NA6,220$214.8K0.03%−223−3.5%Reduced
Principal Street Partners, LLC6,437$215.3K0.04%00.0%Unchanged
Front Row Advisors LLC6,240$215.5K0.08%−1,163−15.7%Reduced
Old Second National Bank of Aurora6,250$215.8K0.05%00.0%Unchanged
First Heartland Consultants, Inc.6,260$216.0K0.02%00.0%Unchanged
Bordeaux Wealth Advisors LLC6,275$216.7K0.04%+6,275New
Continental Investors Services, Inc.6,277$216.7K0.45%+22+0.4%Added
Greenfield Savings Bank6,297$217.4K0.10%+6,297New
Argent Financial Group, Inc.6,300$217.5K0.03%+6,300New
Pathway Financial Advisors LLC6,312$218.0K0.06%00.0%Unchanged
Beaton Management Co. Inc.6,315$218.0K0.11%00.0%Unchanged
American Institute for Advanced Investment Management, LLP6,320$218.2K0.16%00.0%Unchanged
Elwood & Goetz Wealth Advisory Group, LLC6,324$218.4K0.05%−1,085−14.6%Reduced
Cantor Fitzgerald Investment Adviser L.P.6,325$218.4K0.01%00.0%Unchanged
TrueWealth Advisors, LLC6,331$218.6K0.07%−2,047−24.4%Reduced
Financial Advisory Service, Inc.6,390$220.7K0.02%+6,390New
Resolute Wealth Strategies, LLC6,394$220.8K0.11%−163−2.5%Reduced
Asset Dedication, LLC6,403$221.1K0.01%−12,320−65.8%Reduced
Romano Brothers and Company6,414$221.5K0.03%+10.0%Added
Sollinda Capital Management LLC6,426$221.9K0.06%+6,426New
Burt Wealth Advisors6,437$222.3K0.05%−2,632−29.0%Reduced
New Capital Management LP6,453$222.8K0.06%−1,431−18.2%Reduced
Kowal Investment Group, LLC6,460$223.1K0.04%−303−4.5%Reduced
Fusion Capital, LLC6,464$223.2K0.10%+47+0.7%Added
Moneywise, Inc.6,518$225.1K0.11%00.0%Unchanged
Strategic Equity Management6,518$225.1K0.11%+6,518New
Legacy Advisors, LLC6,523$225.2K0.02%+6,523New
Oak Thistle LLC6,539$225.8K0.07%+6,539New
Stanley-Laman Group, Ltd.6,543$225.9K0.03%+85+1.3%Added
Red Wave Investments LLC6,552$226.2K0.08%+118+1.8%Added
Lee Financial Co6,576$227.1K0.03%+6,576New