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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 6,592 | $227.6K | 0.00% | −1,733−20.8% | Reduced |
| Summit X, LLC | 6,837 | $228.7K | 0.06% | −795−10.4% | Reduced |
| Carderock Capital Management Inc | 6,650 | $229.6K | 0.05% | −200−2.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,655 | $229.8K | 0.03% | +450+7.3% | Added |
| Middleton & Co Inc | 6,675 | $230.5K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 6,809 | $230.6K | 0.10% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,694 | $231.1K | 0.08% | +53+0.8% | Added |
| Birch Hill Investment Advisors LLC | 6,700 | $231.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,714 | $231.8K | 0.02% | −44−0.7% | Reduced |
| Childress Capital Advisors, LLC | 6,742 | $232.8K | 0.06% | +397+6.3% | Added |
| Bill Few Associates, Inc. | 6,751 | $233.1K | 0.08% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,753 | $233.2K | 0.01% | −856−11.2% | Reduced |
| Empower Advisory Group, LLC | 6,753 | $233.2K | 0.00% | +133+2.0% | Added |
| Zions Bancorporation, N.A. | 6,793 | $234.6K | 0.02% | −192−2.7% | Reduced |
| Boothbay Fund Management, LLC | 6,797 | $234.7K | 0.01% | +6,797 | New |
| White Pine Capital LLC | 6,808 | $235.1K | 0.08% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 6,833 | $235.9K | 0.16% | +90+1.3% | Added |
| 44 Wealth Management LLC | 7,028 | $236.1K | 0.08% | +7,028 | New |
| Cornerstone Wealth Group, LLC | 6,837 | $236.1K | 0.02% | −236−3.3% | Reduced |
| Custom Index Systems, LLC | 6,840 | $236.2K | 0.13% | +153+2.3% | Added |
| Webster Bank, N. A. | 6,850 | $236.5K | 0.03% | +5,350+356.7% | Added |
| Mirova | 6,853 | $236.6K | 0.04% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,876 | $237.4K | 0.02% | −937−12.0% | Reduced |
| Madison Asset Management, LLC | 6,888 | $237.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,891 | $237.9K | 0.06% | −144−2.0% | Reduced |
| Claro Advisors LLC | 6,901 | $238.3K | 0.03% | −89−1.3% | Reduced |
| New Potomac Partners, LLC | 6,902 | $238.3K | 0.12% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,910 | $238.6K | 0.08% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,921 | $239.0K | 0.04% | +12+0.2% | Added |
| Catalina Capital Group, LLC | 6,925 | $239.1K | 0.08% | +741+12.0% | Added |
| Patten & Patten Inc | 6,937 | $239.5K | 0.02% | −24−0.3% | Reduced |
| Financial Advocates Investment Management | 6,950 | $240.0K | 0.01% | +216+3.2% | Added |
| Belpointe Asset Management LLC | 6,974 | $240.8K | 0.01% | −285−3.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,988 | $241.3K | 0.02% | +6,988 | New |
| Entropy Technologies, LP | 7,000 | $241.7K | 0.03% | −202,280−96.7% | Reduced |
| Barr E S & Co | 7,000 | $241.7K | 0.02% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,020 | $242.4K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 7,037 | $243.0K | 0.01% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 7,065 | $244.0K | 0.01% | −43−0.6% | Reduced |
| Alera Investment Advisors, LLC | 7,067 | $244.0K | 0.03% | +822+13.2% | Added |
| First Trust Investment Solutions L.P. | 7,104 | $245.3K | 0.03% | +7,104 | New |
| KC Investment Advisors, LLC | 7,141 | $246.6K | 0.10% | +26+0.4% | Added |
| Salem Investment Counselors Inc | 7,154 | $247.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 7,169 | $247.6K | 0.01% | −49−0.7% | Reduced |
| Fairhaven Wealth Management, LLC | 7,184 | $248.1K | 0.08% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7,200 | $248.6K | 0.09% | −462−6.0% | Reduced |
| Papp L Roy & Associates | 7,200 | $248.6K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $248.6K | 0.07% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,209 | $248.9K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,217 | $249.2K | 0.02% | +13+0.2% | Added |
| Klingman & Associates, LLC | 7,224 | $249.4K | 0.02% | −372−4.9% | Reduced |
| Broadwater Capital Management LLC | 7,245 | $250.2K | 0.18% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 7,246 | $250.2K | 0.06% | +229+3.3% | Added |
| Guidance Capital, Inc | 7,344 | $250.6K | 0.08% | −1,782−19.5% | Reduced |
| Allred Capital Management, LLC | 7,288 | $251.6K | 0.10% | −1,292−15.1% | Reduced |
| Harbour Investments, Inc. | 7,289 | $251.7K | 0.01% | −170−2.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 7,293 | $251.8K | 0.12% | +203+2.9% | Added |
| Hazlett, Burt & Watson, Inc. | 7,304 | $252.0K | 0.12% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,323 | $252.0K | 0.02% | +560+8.3% | Added |
| Ridgewood Investments LLC | 7,345 | $253.6K | 0.13% | +8+0.1% | Added |
| ZWJ Investment Counsel Inc | 7,355 | $254.0K | 0.01% | −283−3.7% | Reduced |
| Claret Asset Management Corp | 7,364 | $254.0K | 0.04% | +31+0.4% | Added |
| Leonteq Securities AG | 7,374 | $254.6K | 0.03% | +2,754+59.6% | Added |
| KCM Investment Advisors LLC | 7,383 | $254.9K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,400 | $255.5K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 7,443 | $257.0K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 7,446 | $257.1K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 7,446 | $257.1K | 0.02% | −678−8.3% | Reduced |
| First Financial Bank - Trust Division | 7,458 | $257.5K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 7,480 | $258.3K | 0.02% | −1,690−18.4% | Reduced |
| Nebula Research & Development LLC | 7,485 | $258.5K | 0.03% | −15,474−67.4% | Reduced |
| Signet Financial Management, LLC | 7,488 | $258.6K | 0.03% | 00.0% | Unchanged |
| Norway Savings Bank | 7,500 | $259.0K | 0.14% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $259.0K | 0.21% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 7,502 | $259.1K | 0.04% | −1,356−15.3% | Reduced |
| Exchange Traded Concepts, LLC | 7,505 | $259.1K | 0.01% | +5,396+255.9% | Added |
| TrinityPoint Wealth, LLC | 7,528 | $259.9K | 0.04% | +18+0.2% | Added |
| Cozad Asset Management Inc | 7,551 | $260.7K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,554 | $260.8K | 0.08% | 00.0% | Unchanged |
| West Wealth Group, LLC | 7,557 | $260.9K | 0.08% | +27+0.4% | Added |
| Auxier Asset Management | 7,566 | $261.3K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,586 | $262.0K | 0.02% | −2,981−28.2% | Reduced |
| LMG Wealth Partners, LLC | 7,613 | $262.9K | 0.06% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,614 | $262.9K | 0.02% | +21+0.3% | Added |
| Lockerman Financial Group, Inc. | 7,628 | $263.4K | 0.45% | +1,300+20.5% | Added |
| Baker Tilly Wealth Management, LLC | 7,645 | $264.0K | 0.12% | −2,302−23.1% | Reduced |
| SNS Financial Group, LLC | 7,645 | $264.0K | 0.03% | +289+3.9% | Added |
| B&L Asset Management LLC | 7,650 | $264.2K | 0.17% | +7,650 | New |
| Consolidated Planning Corp | 7,656 | $264.4K | 0.04% | +43+0.6% | Added |
| Southland Equity Partners LLC | 7,690 | $265.5K | 0.06% | +20.0% | Added |
| Obsidian Personal Planning Solutions LLC | 7,911 | $266.1K | 0.14% | +450+6.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,717 | $266.5K | 0.01% | +7,717 | New |
| BNC Wealth Management, LLC | 7,742 | $267.3K | 0.10% | −29−0.4% | Reduced |
| L2 Asset Management, LLC | 7,753 | $267.7K | 0.07% | +263+3.5% | Added |
| Epoch Investment Partners, Inc. | 7,777 | $268.5K | 0.00% | −2,623−25.2% | Reduced |
| Broderick Brian C | 7,800 | $269.3K | 0.05% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 7,800 | $269.3K | 0.09% | +7,800 | New |
| Wealth Effects LLC | 7,810 | $269.7K | 0.09% | −836−9.7% | Reduced |
| Lifeworks Advisors, LLC | 7,819 | $270.0K | 0.05% | −3,051−28.1% | Reduced |
| Grimes & Company, Inc. | 7,850 | $271.1K | 0.01% | +105+1.4% | Added |