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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 9,985 | $344.8K | 0.12% | +33+0.3% | Added |
| Glen Eagle Advisors, LLC | 9,998 | $345.2K | 0.06% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,032 | $346.4K | 0.10% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 10,064 | $348.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 10,078 | $348.0K | 0.06% | +88+0.9% | Added |
| GeoWealth Management, LLC | 10,095 | $348.6K | 0.01% | −490−4.6% | Reduced |
| Avestar Capital, LLC | 10,140 | $350.1K | 0.04% | +170+1.7% | Added |
| Pavion Blue Capital, LLC | 10,146 | $350.3K | 0.16% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 10,200 | $352.2K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,227 | $353.1K | 0.04% | +237+2.4% | Added |
| Legacy Financial Advisors, Inc. | 10,339 | $357.0K | 0.06% | +1,955+23.3% | Added |
| Montag A & Associates Inc | 10,350 | $357.4K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10,369 | $358.0K | 0.03% | −727−6.6% | Reduced |
| Garner Asset Management Corp | 10,402 | $359.0K | 0.17% | +10.0% | Added |
| Frisch Financial Group, Inc. | 10,385 | $359.0K | 0.11% | +14+0.1% | Added |
| Ostrum Asset Management | 10,466 | $361.4K | 0.03% | +127+1.2% | Added |
| EverSource Wealth Advisors, LLC | 10,491 | $362.2K | 0.02% | +270+2.6% | Added |
| Wallace Advisory Group, LLC | 10,853 | $363.0K | 0.27% | −363−3.2% | Reduced |
| Goelzer Investment Management, Inc. | 10,523 | $363.4K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10,554 | $364.4K | 0.02% | +59+0.6% | Added |
| AIA Group Ltd | 10,573 | $365.1K | 0.01% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 10,616 | $366.6K | 0.19% | +3,370+46.5% | Added |
| Peregrine Asset Advisers, Inc. | 10,639 | $367.4K | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,640 | $367.4K | 0.03% | −326−3.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 10,644 | $367.5K | 0.10% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 10,651 | $367.8K | 0.12% | −548−4.9% | Reduced |
| Financial Council Asset Management Inc | 10,677 | $368.7K | 0.19% | +10,677 | New |
| Fagan Associates, Inc. | 10,725 | $370.3K | 0.06% | −1,406−11.6% | Reduced |
| New Century Financial Group, LLC | 10,751 | $371.2K | 0.14% | +1,940+22.0% | Added |
| 180 Wealth Advisors, LLC | 10,752 | $371.3K | 0.06% | −178−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 11,060 | $371.5K | 0.01% | −12−0.1% | Reduced |
| Northwest Investment Counselors, LLC | 10,762 | $371.6K | 0.08% | −2,319−17.7% | Reduced |
| Kitching Partners, LLC | 10,764 | $371.7K | 0.50% | +38+0.4% | Added |
| JNBA Financial Advisors | 10,786 | $372.4K | 0.04% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $372.9K | 0.12% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10,569 | $374.9K | 0.09% | +37+0.4% | Added |
| Collective Family Office LLC | 10,909 | $376.7K | 0.10% | −1,161−9.6% | Reduced |
| Kinloch Capital, LLC | 10,947 | $378.0K | 0.18% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 10,983 | $379.0K | 0.01% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 11,032 | $380.9K | 0.28% | +10.0% | Added |
| Hendley & Co Inc | 11,035 | $381.0K | 0.13% | −200−1.8% | Reduced |
| First Nebraska Trust Co | 11,100 | $383.3K | 0.04% | 00.0% | Unchanged |
| Sepio Capital, LP | 11,105 | $383.5K | 0.03% | −157−1.4% | Reduced |
| Allegheny Financial Group LTD | 11,108 | $383.6K | 0.09% | +89+0.8% | Added |
| Meridian Wealth Management, LLC | 11,197 | $386.6K | 0.02% | +11,197 | New |
| IMS Capital Management | 11,201 | $386.8K | 0.17% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $389.7K | 0.06% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $389.8K | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 11,306 | $390.4K | 0.06% | +11,306 | New |
| Virtue Capital Management, LLC | 11,317 | $390.8K | 0.08% | −834−6.9% | Reduced |
| Westmount Partners, LLC | 11,319 | $390.8K | 0.12% | +40+0.4% | Added |
| David Loasby | 11,465 | $391.2K | 0.04% | +95+0.8% | Added |
| Souders Financial Advisors | 11,332 | $391.3K | 0.05% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $391.6K | 0.10% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $391.9K | 0.12% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 11,369 | $392.6K | 0.06% | −440−3.7% | Reduced |
| Tufton Capital Management | 11,408 | $393.9K | 0.07% | +68+0.6% | Added |
| SOL Capital Management CO | 11,400 | $394.0K | 0.04% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 11,437 | $394.9K | 0.57% | +80+0.7% | Added |
| Westbourne Investment Advisors, Inc. | 11,470 | $396.0K | 0.14% | +95+0.8% | Added |
| Capital Asset Advisory Services LLC | 11,697 | $396.2K | 0.02% | −1,422−10.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 11,478 | $396.3K | 0.18% | 00.0% | Unchanged |
| Caitlin John, LLC | 10,875 | $396.7K | 0.26% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,507 | $397.3K | 0.04% | +634+5.8% | Added |
| AlTi Global, Inc. | 11,514 | $397.6K | 0.01% | +4,624+67.1% | Added |
| Wealth Alliance Advisory Group, LLC | 11,520 | $397.8K | 0.08% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 11,524 | $397.9K | 0.13% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,526 | $398.0K | 0.00% | −353,376−96.8% | Reduced |
| Strategic Financial Services, Inc, | 11,591 | $400.2K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 11,645 | $402.1K | 0.03% | +578+5.2% | Added |
| Austin Private Wealth, LLC | 11,647 | $402.2K | 0.04% | +423+3.8% | Added |
| Lynch & Associates | 11,673 | $403.1K | 0.09% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11,684 | $403.4K | 0.01% | −2,521−17.7% | Reduced |
| Sowell Financial Services LLC | 11,711 | $404.0K | 0.02% | −1,037−8.1% | Reduced |
| nVerses Capital, LLC | 11,700 | $404.0K | 0.18% | +200+1.7% | Added |
| Occudo Quantitative Strategies LP | 11,729 | $405.0K | 0.07% | +11,729 | New |
| Dakota Wealth Management | 11,778 | $406.7K | 0.01% | +2,115+21.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,790 | $407.1K | 0.02% | +293+2.5% | Added |
| Mayflower Financial Advisors, LLC | 11,817 | $408.0K | 0.06% | −19−0.2% | Reduced |
| Founders Financial Alliance, LLC | 11,847 | $409.1K | 0.11% | +14+0.1% | Added |
| Wallace Hart LLC | 11,847 | $409.1K | 0.31% | 00.0% | Unchanged |
| Everpar Advisors LLC | 11,870 | $409.9K | 0.21% | −619−5.0% | Reduced |
| Courier Capital LLC | 11,907 | $411.1K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,913 | $411.4K | 0.00% | −17,265−59.2% | Reduced |
| Mutual Advisors, LLC | 12,431 | $411.5K | 0.01% | +957+8.3% | Added |
| Barry Investment Advisors, LLC | 11,917 | $411.5K | 0.13% | +43+0.4% | Added |
| Compass Financial Group, INC | 11,930 | $412.0K | 0.08% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11,940 | $412.3K | 0.16% | −1,319−9.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,944 | $412.4K | 0.11% | 00.0% | Unchanged |
| Sunpointe, LLC | 11,971 | $413.4K | 0.34% | −68−0.6% | Reduced |
| Graypoint LLC | 12,000 | $414.3K | 0.03% | −448−3.6% | Reduced |
| Brophy Wealth Management, LLC | 12,000 | $414.4K | 0.15% | +12,000 | New |
| Shufro Rose & Co LLC | 12,400 | $414.8K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,096 | $417.7K | 0.28% | −126−1.0% | Reduced |
| 9258 Wealth Management, LLC | 12,184 | $420.7K | 0.06% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 12,256 | $423.2K | 0.01% | +12,256 | New |
| Financial Network Wealth Management LLC | 12,300 | $424.0K | 0.15% | 00.0% | Unchanged |
| Elgethun Capital Management | 12,310 | $425.1K | 0.10% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 12,788 | $425.3K | 0.21% | +681+5.6% | Added |
| Waldron Private Wealth LLC | 12,322 | $425.5K | 0.02% | −156−1.3% | Reduced |