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 |
|---|---|---|---|---|---|
| Millburn Ridgefield Corp | 7,867 | $271.6K | 0.01% | +7,867 | New |
| Exchange Bank | 7,933 | $273.9K | 0.22% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $274.0K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,930 | $274.0K | 0.02% | −112−1.4% | Reduced |
| Alhambra Investment Partners LLC | 7,950 | $274.5K | 0.14% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,973 | $275.3K | 0.03% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 8,191 | $275.6K | 0.05% | +11+0.1% | Added |
| Aprio Wealth Management, LLC | 8,051 | $278.0K | 0.04% | +8,051 | New |
| Steigerwald, Gordon & Koch Inc. | 8,058 | $278.3K | 0.03% | +10.0% | Added |
| Tyche Wealth Partners LLC | 8,104 | $279.8K | 0.06% | −95−1.2% | Reduced |
| LexAurum Advisors, LLC | 8,112 | $280.1K | 0.06% | −125−1.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,122 | $280.5K | 0.01% | −23,252−74.1% | Reduced |
| TCG Advisory Services, LLC | 8,153 | $281.5K | 0.01% | +398+5.1% | Added |
| WNY Asset Management, LLC | 8,183 | $282.6K | 0.03% | −535−6.1% | Reduced |
| Holistic Financial Partners | 8,189 | $282.8K | 0.14% | +724+9.7% | Added |
| Verus Financial Partners, Inc. | 8,192 | $282.8K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 8,200 | $283.1K | 0.02% | +1,000+13.9% | Added |
| Aaron Wealth Advisors | 8,214 | $283.6K | 0.03% | +1,714+26.4% | Added |
| Farther Finance Advisors, LLC | 8,254 | $285.0K | 0.01% | +842+11.4% | Added |
| CIC Wealth, LLC | 8,265 | $285.4K | 0.07% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 8,278 | $285.8K | 0.06% | +5+0.1% | Added |
| King Luther Capital Management Corp | 8,313 | $287.0K | 0.00% | −27−0.3% | Reduced |
| Level Four Advisory Services, LLC | 8,541 | $287.3K | 0.01% | −368−4.1% | Reduced |
| CGC Financial Services, LLC | 8,332 | $287.7K | 0.12% | +30+0.4% | Added |
| Willner & Heller, LLC | 8,339 | $287.9K | 0.26% | +627+8.1% | Added |
| Legacy Edge Advisors, LLC | 8,359 | $288.6K | 0.05% | +8,359 | New |
| Fukoku Mutual Life Insurance Co | 8,377 | $289.3K | 0.02% | −2,673−24.2% | Reduced |
| Acute Investment Advisory, LLC | 8,381 | $289.4K | 0.17% | −2,956−26.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $290.1K | 0.15% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 8,413 | $290.5K | 0.08% | −130−1.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 8,422 | $290.8K | 0.07% | +159+1.9% | Added |
| Norris Perne & French LLP | 8,486 | $293.0K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,489 | $293.1K | 0.00% | −1,559−15.5% | Reduced |
| Keel Point, LLC | 8,501 | $293.5K | 0.02% | −498−5.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,508 | $293.8K | 0.02% | +40.0% | Added |
| Scissortail Wealth Management, LLC | 10 | $294.2K | 0.07% | −8,590−99.9% | Reduced |
| Texas Yale Capital Corp. | 8,525 | $294.4K | 0.01% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 8,556 | $295.4K | 0.22% | +7+0.1% | Added |
| Live Oak Private Wealth LLC | 8,581 | $296.3K | 0.05% | +111+1.3% | Added |
| Advisors Capital Management, LLC | 8,640 | $298.0K | 0.00% | +15+0.2% | Added |
| Davis Capital Management | 8,637 | $298.2K | 0.24% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,639 | $298.3K | 0.03% | +249+3.0% | Added |
| Fox Run Management, L.L.C. | 8,652 | $298.8K | 0.07% | −9,524−52.4% | Reduced |
| FSM Wealth Advisors, LLC | 8,652 | $298.8K | 0.08% | +239+2.8% | Added |
| Bank of Hawaii | 8,655 | $298.9K | 0.01% | −1,755−16.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,671 | $299.3K | 0.01% | −17−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 8,694 | $300.2K | 0.01% | +1,500+20.9% | Added |
| Sentry Investment Management LLC | 8,730 | $301.0K | 0.13% | 00.0% | Unchanged |
| Main Street Group, LTD | 8,745 | $302.0K | 0.12% | +118+1.4% | Added |
| Mattern Wealth Management LLC | 8,784 | $303.3K | 0.07% | 00.0% | Unchanged |
| Logan Capital Management Inc | 8,790 | $303.5K | 0.01% | +20.0% | Added |
| YHB Investment Advisors, Inc. | 8,817 | $304.5K | 0.03% | −300−3.3% | Reduced |
| HHM Wealth Advisors, LLC | 8,826 | $304.8K | 0.04% | 00.0% | Unchanged |
| Covenant Partners, LLC | 8,886 | $306.8K | 0.09% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 8,923 | $308.1K | 0.04% | +8,923 | New |
| Verdence Capital Advisors LLC | 8,929 | $308.3K | 0.02% | +17+0.2% | Added |
| Evermay Wealth Management LLC | 8,955 | $309.2K | 0.05% | −147−1.6% | Reduced |
| Smith Anglin Financial, LLC | 8,962 | $309.5K | 0.03% | +11+0.1% | Added |
| Diversified, LLC | 8,965 | $309.6K | 0.03% | −3,778−29.6% | Reduced |
| Diversified Enterprises, LLC | 8,965 | $309.6K | 0.03% | +8,965 | New |
| IFG Advisors, LLC | 8,976 | $310.0K | 0.07% | 00.0% | Unchanged |
| Univest Financial Corp | 8,976 | $310.0K | 0.02% | +8,976 | New |
| Berkshire Asset Management LLC | 9,274 | $310.2K | 0.02% | 00.0% | Unchanged |
| Connors Investor Services Inc | 8,985 | $310.3K | 0.03% | −1,050−10.5% | Reduced |
| Angeles Wealth Management, LLC | 8,989 | $310.4K | 0.03% | +253+2.9% | Added |
| RB Capital Management, LLC | 9,000 | $310.8K | 0.07% | −347−3.7% | Reduced |
| Ironwood Investment Counsel, LLC | 9,000 | $310.8K | 0.05% | −332−3.6% | Reduced |
| Shorepoint Capital Partners LLC | 9,000 | $310.8K | 0.07% | −1,240−12.1% | Reduced |
| Cito Capital Group, LLC | 9,000 | $311.0K | 0.12% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 9,021 | $311.5K | 0.25% | −2,052−18.5% | Reduced |
| Capital Advisors Inc | 9,041 | $312.2K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 9,090 | $313.9K | 0.03% | −1,209,104−99.3% | Reduced |
| Hanson & Doremus Investment Management | 9,090 | $314.0K | 0.05% | −150−1.6% | Reduced |
| MCF Advisors LLC | 9,113 | $314.7K | 0.02% | −168−1.8% | Reduced |
| Advisors Asset Management, Inc. | 9,163 | $316.4K | 0.01% | −62−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 9,333 | $322.3K | 0.02% | −186−2.0% | Reduced |
| Renaissance Investment Group LLC | 9,350 | $322.9K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 9,355 | $323.0K | 0.02% | +9,355 | New |
| Dark Forest Capital Management LP | 9,380 | $323.9K | 0.04% | +2,760+41.7% | Added |
| Lion Street Advisors, LLC | 9,409 | $324.9K | 0.11% | +1,918+25.6% | Added |
| Barlow Wealth Partners, Inc. | 9,679 | $325.7K | 0.04% | 00.0% | Unchanged |
| Forte Capital LLC | 9,480 | $327.3K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9,503 | $328.1K | 0.15% | +13+0.1% | Added |
| Central Trust Co | 9,528 | $329.0K | 0.01% | −739−7.2% | Reduced |
| Lake Street Financial LLC | 9,565 | $330.3K | 0.05% | −523−5.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 9,630 | $332.5K | 0.19% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 9,658 | $333.5K | 0.25% | −1,547−13.8% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 9,658 | $333.5K | 0.17% | −412−4.1% | Reduced |
| Midland Wealth Advisors LLC | 9,668 | $333.8K | 0.02% | −250−2.5% | Reduced |
| Modern Wealth Management, LLC | 9,684 | $334.4K | 0.02% | −370−3.7% | Reduced |
| Tiemann Investment Advisors, LLC | 9,685 | $334.4K | 0.14% | −250−2.5% | Reduced |
| Caldwell Trust Co | 9,746 | $336.5K | 0.04% | −172−1.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,754 | $336.8K | 0.00% | +417+4.5% | Added |
| Cooper Financial Group | 9,777 | $337.6K | 0.04% | +58+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,786 | $337.9K | 0.05% | +10.0% | Added |
| Mill Creek Capital Advisors, LLC | 9,839 | $339.7K | 0.01% | −9,271−48.5% | Reduced |
| Curran Financial Partners, LLC | 9,840 | $339.8K | 0.10% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9,867 | $340.7K | 0.02% | −399−3.9% | Reduced |
| Estabrook Capital Management | 9,875 | $341.0K | 0.05% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 9,945 | $343.0K | 0.25% | +295+3.1% | Added |