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 |
|---|---|---|---|---|---|
| Borer Denton & Associates, Inc. | 12,349 | $426.4K | 0.15% | +3,910+46.3% | Added |
| Deseret Mutual Benefit Administrators | 12,351 | $426.5K | 0.22% | −750−5.7% | Reduced |
| Northwest Bancshares, Inc. | 12,351 | $426.5K | 0.07% | −200−1.6% | Reduced |
| Evergreen Capital Management LLC | 12,535 | $432.8K | 0.01% | +205+1.7% | Added |
| McLean Asset Management Corp | 12,572 | $433.6K | 0.13% | +106+0.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $435.1K | 0.10% | 00.0% | Unchanged |
| Bangor Savings Bank | 12,605 | $435.3K | 0.04% | +2,314+22.5% | Added |
| Trustmark National Bank Trust Department | 12,708 | $438.8K | 0.03% | −1,800−12.4% | Reduced |
| Joel Isaacson & Co., LLC | 12,726 | $439.4K | 0.02% | −987−7.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,735 | $439.7K | 0.03% | +485+4.0% | Added |
| Venturi Wealth Management, LLC | 12,745 | $440.1K | 0.02% | −2,630−17.1% | Reduced |
| Patton Albertson Miller Group, LLC | 12,748 | $440.2K | 0.06% | +48+0.4% | Added |
| Morningstar Investment Services LLC | 12,771 | $441.0K | 0.00% | +5,836+84.2% | Added |
| Gables Capital Management Inc. | 12,950 | $447.2K | 0.23% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 12,990 | $448.6K | 0.17% | −11,296−46.5% | Reduced |
| Canal Capital Management, LLC | 13,018 | $449.5K | 0.07% | +16+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 13,021 | $449.6K | 0.04% | −321−2.4% | Reduced |
| Latitude Advisors, LLC | 13,050 | $450.6K | 0.25% | +40.0% | Added |
| Woodward Diversified Capital, LLC | 13,060 | $451.0K | 0.29% | −205−1.5% | Reduced |
| Brass Tax Wealth Management, Inc | 13,076 | $451.5K | 0.10% | +520+4.1% | Added |
| SkyOak Wealth, LLC | 13,100 | $452.3K | 0.10% | −13,653−51.0% | Reduced |
| Traphagen Investment Advisors LLC | 13,155 | $454.2K | 0.05% | +42+0.3% | Added |
| Stonegate Investment Group, LLC | 13,164 | $454.6K | 0.01% | +199+1.5% | Added |
| RCS Financial Planning, LLC | 13,184 | $455.2K | 0.25% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 13,232 | $456.9K | 0.02% | −12,589−48.8% | Reduced |
| Trust Point Inc. | 13,378 | $461.9K | 0.03% | −3,754−21.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,492 | $465.9K | 0.06% | −612−4.3% | Reduced |
| Moloney Securities Asset Management, LLC | 13,537 | $467.4K | 0.06% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,655 | $471.5K | 0.09% | −57−0.4% | Reduced |
| Tudor Financial Inc. | 13,689 | $472.7K | 0.29% | +13,689 | New |
| Ransom Advisory, Ltd | 13,700 | $473.1K | 0.22% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 13,777 | $475.7K | 0.08% | −213−1.5% | Reduced |
| Holderness Investments Co | 13,778 | $475.8K | 0.10% | −306−2.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,800 | $476.5K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 13,852 | $478.3K | 0.03% | −1,080−7.2% | Reduced |
| Everett Harris & Co | 13,877 | $479.2K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 13,907 | $480.2K | 0.01% | −523−3.6% | Reduced |
| Becker Capital Management Inc | 13,936 | $481.2K | 0.02% | −60−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 13,957 | $481.9K | 0.02% | −2,205−13.6% | Reduced |
| Harvey Investment Co LLC | 13,986 | $483.0K | 0.05% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 14,022 | $484.2K | 0.08% | 00.0% | Unchanged |
| Marathon Capital Management | 14,048 | $485.1K | 0.12% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 14,169 | $489.0K | 0.25% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 14,200 | $490.3K | 0.03% | 00.0% | Unchanged |
| Belmont Capital, LLC | 14,291 | $493.5K | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 14,312 | $494.2K | 0.04% | +2,762+23.9% | Added |
| Alpha Family Trust | 14,320 | $494.5K | 0.28% | 00.0% | Unchanged |
| CX Institutional | 14,341 | $495.2K | 0.02% | −77,752−84.4% | Reduced |
| Howard Bailey Securities, LLC | 14,387 | $496.8K | 0.19% | +14,387 | New |
| FC Advisory LLC | 14,400 | $497.2K | 0.17% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 14,400 | $497.2K | 0.18% | +700+5.1% | Added |
| CWA Asset Management Group, LLC | 14,457 | $499.2K | 0.03% | +14,457 | New |
| Buckingham Strategic Partners | 14,513 | $501.2K | 0.01% | −128−0.9% | Reduced |
| Platform Technology Partners | 14,577 | $503.3K | 0.16% | −93−0.6% | Reduced |
| Wolverine Trading, LLC | 14,601 | $504.2K | 0.01% | −638−4.2% | Reduced |
| Bristlecone Advisors, LLC | 14,606 | $504.3K | 0.04% | −4,459−23.4% | Reduced |
| FRG Family Wealth Advisors LLC | 14,610 | $504.5K | 0.09% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,627 | $505.1K | 0.02% | −238−1.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,664 | $506.4K | 0.08% | −171−1.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 14,747 | $509.2K | 0.26% | +7,570+105.5% | Added |
| Delta Investment Management, LLC | 14,769 | $510.0K | 0.10% | −24,230−62.1% | Reduced |
| Fragasso Group Inc. | 14,817 | $511.6K | 0.04% | −274−1.8% | Reduced |
| Ramirez Asset Management, Inc. | 14,827 | $512.0K | 0.10% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $514.0K | 0.41% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 14,895 | $514.3K | 0.32% | +180+1.2% | Added |
| NCM Capital Management, LLC | 14,946 | $516.1K | 0.25% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 14,953 | $516.3K | 0.06% | +14,953 | New |
| Koshinski Asset Management, Inc. | 15,000 | $518.0K | 0.04% | +331+2.3% | Added |
| Principle Wealth Partners LLC | 15,004 | $518.1K | 0.04% | −325−2.1% | Reduced |
| Proficio Capital Partners LLC | 15,098 | $521.3K | 0.05% | +3,838+34.1% | Added |
| Crescent Sterling, Ltd. | 15,100 | $521.4K | 0.50% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 15,108 | $522.0K | 0.05% | 00.0% | Unchanged |
| Mason & Associates, LLC | 15,121 | $522.1K | 0.16% | +2,920+23.9% | Added |
| Blueshift Asset Management, LLC | 15,143 | $522.9K | 0.13% | −3,579−19.1% | Reduced |
| My Legacy Advisors, LLC | 15,145 | $523.0K | 0.21% | −1,728−10.2% | Reduced |
| Capital Investment Advisory Services, LLC | 15,181 | $524.2K | 0.05% | −131−0.9% | Reduced |
| Black Diamond Financial, LLC | 15,194 | $524.6K | 0.09% | −25−0.2% | Reduced |
| IFG Advisory, LLC | 15,200 | $524.9K | 0.03% | +2,158+16.5% | Added |
| Malaga Cove Capital, LLC | 15,221 | $525.6K | 0.21% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 15,233 | $526.0K | 0.01% | −27−0.2% | Reduced |
| Syverson Strege & Co | 15,289 | $527.9K | 0.18% | −398−2.5% | Reduced |
| Fairfield, Bush & Co. | 15,340 | $529.7K | 0.32% | +3,800+32.9% | Added |
| PDS Planning, Inc | 15,367 | $530.6K | 0.05% | +2,016+15.1% | Added |
| Piscataqua Savings Bank | 15,384 | $531.1K | 0.45% | 00.0% | Unchanged |
| Brighton Jones LLC | 15,405 | $531.9K | 0.02% | −3,755−19.6% | Reduced |
| RFG Advisory, LLC | 15,512 | $535.6K | 0.02% | +2,274+17.2% | Added |
| NTV Asset Management LLC | 15,583 | $538.1K | 0.07% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 15,640 | $540.0K | 0.07% | +146+0.9% | Added |
| Coastline Trust Co | 15,671 | $541.1K | 0.06% | −17,500−52.8% | Reduced |
| Viawealth, LLC | 15,730 | $543.2K | 0.32% | +856+5.8% | Added |
| Bailard, Inc. | 15,771 | $544.6K | 0.01% | +21+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 15,771 | $544.6K | 0.01% | +1,075+7.3% | Added |
| Advisors Preferred, LLC | 15,815 | $545.9K | 0.08% | +5,518+53.6% | Added |
| Partners in Financial Planning | 15,816 | $546.1K | 0.11% | −300−1.9% | Reduced |
| Nexus Investment Management ULC | 15,840 | $547.0K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15,870 | $548.0K | 0.06% | +571+3.7% | Added |
| Premier Path Wealth Partners, LLC | 15,887 | $548.6K | 0.09% | −398−2.4% | Reduced |
| Waypoint Wealth Partners Inc. | 15,895 | $548.9K | 0.15% | 00.0% | Unchanged |
| LSV Asset Management | 15,900 | $549.0K | 0.00% | −5,100−24.3% | Reduced |
| Indiana Trust & Investment Management CO | 15,933 | $550.2K | 0.19% | 00.0% | Unchanged |