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 |
|---|---|---|---|---|---|
| Chronos Wealth Management, LLC | 15,935 | $550.2K | 0.29% | +50+0.3% | Added |
| Gryphon Financial Partners LLC | 15,967 | $551.4K | 0.07% | −1,525−8.7% | Reduced |
| Invesco, LLC | 16,022 | $553.2K | 0.22% | −419−2.5% | Reduced |
| Qtron Investments LLC | 16,033 | $553.6K | 0.08% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 16,114 | $556.4K | 0.09% | +3,334+26.1% | Added |
| Pensionmark Financial Group, LLC | 16,145 | $557.5K | 0.02% | +9,344+137.4% | Added |
| First Citizens Bank & Trust Co | 16,146 | $557.5K | 0.01% | −479−2.9% | Reduced |
| Keystone Financial Group | 16,176 | $558.6K | 0.07% | −134−0.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 16,199 | $559.3K | 0.12% | −691−4.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,225 | $560.2K | 0.08% | +562+3.6% | Added |
| Rede Wealth, LLC | 16,241 | $560.8K | 0.21% | +11+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 16,263 | $561.6K | 0.03% | −1,609−9.0% | Reduced |
| Silver Oak Securities, Inc | 16,297 | $562.7K | 0.06% | −578−3.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 16,120 | $563.6K | 0.19% | +1,421+9.7% | Added |
| Wedmont Private Capital | 16,760 | $564.0K | 0.03% | +1,089+6.9% | Added |
| Roof Eidam & Maycock | 16,341 | $564.3K | 0.14% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 16,394 | $566.1K | 0.10% | −1,050−6.0% | Reduced |
| Atomi Financial Group, Inc. | 16,431 | $567.4K | 0.04% | +4,715+40.2% | Added |
| Tranquility Partners, LLC | 16,475 | $568.9K | 0.21% | −799−4.6% | Reduced |
| Twin Capital Management Inc | 16,496 | $569.6K | 0.06% | −830−4.8% | Reduced |
| Smith, Salley & Associates | 16,512 | $570.1K | 0.04% | −167−1.0% | Reduced |
| Verus Capital Partners, LLC | 16,566 | $572.0K | 0.06% | +106+0.6% | Added |
| Osborne Partners Capital Management, LLC | 16,604 | $573.3K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 16,719 | $577.3K | 0.08% | −1,107−6.2% | Reduced |
| Conning Inc. | 16,760 | $578.7K | 0.02% | −311−1.8% | Reduced |
| Nwam LLC | 16,807 | $580.3K | 0.04% | +16,807 | New |
| Secure Asset Management, LLC | 16,838 | $581.4K | 0.10% | +570+3.5% | Added |
| Spears Abacus Advisors LLC | 16,944 | $585.1K | 0.01% | −132,425−88.7% | Reduced |
| Gibbs Wealth Management | 16,975 | $586.1K | 0.19% | +1,270+8.1% | Added |
| Guyasuta Investment Advisors Inc | 17,100 | $590.5K | 0.04% | 00.0% | Unchanged |
| Philadelphia Trust Co | 17,128 | $591.0K | 0.04% | +253+1.5% | Added |
| Lake Street Advisors Group, LLC | 17,246 | $595.5K | 0.03% | +306+1.8% | Added |
| Merit Financial Group, LLC | 17,252 | $595.7K | 0.01% | −1,536−8.2% | Reduced |
| Quadrature Capital Ltd | 17,383 | $600.2K | 0.01% | +17,383 | New |
| Investors Asset Management of Georgia Inc | 17,403 | $600.9K | 0.28% | +30.0% | Added |
| Gilbert & Cook, Inc. | 17,486 | $603.8K | 0.08% | +137+0.8% | Added |
| Parallel Advisors, LLC | 17,494 | $604.1K | 0.01% | +708+4.2% | Added |
| Parkside Financial Bank & Trust | 17,522 | $605.0K | 0.08% | −101−0.6% | Reduced |
| Sabal Trust CO | 17,545 | $605.8K | 0.03% | +17,545 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,626 | $608.6K | 0.02% | +351+2.0% | Added |
| Wendell David Associates Inc | 17,674 | $610.0K | 0.06% | 00.0% | Unchanged |
| Eagle Strategies LLC | 17,674 | $610.3K | 0.11% | −17,570−49.9% | Reduced |
| IFP Advisors, Inc | 17,701 | $611.2K | 0.02% | −14,978−45.8% | Reduced |
| High Net Worth Advisory Group LLC | 17,704 | $611.3K | 0.17% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 17,730 | $612.2K | 0.09% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 17,766 | $613.5K | 0.12% | −4,082−18.7% | Reduced |
| Connecticut Wealth Management, LLC | 17,882 | $617.5K | 0.03% | +68+0.4% | Added |
| North Star Investment Management Corp. | 17,893 | $617.9K | 0.04% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,919 | $618.7K | 0.05% | +154+0.9% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $621.5K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,051 | $623.3K | 0.02% | −2,597−12.6% | Reduced |
| Arete Wealth Advisors, LLC | 18,178 | $624.0K | 0.05% | −531−2.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,117 | $625.6K | 0.04% | +1,322+7.9% | Added |
| Scientech Research LLC | 18,118 | $625.6K | 0.12% | +18,118 | New |
| Taylor Financial Group, Inc. | 18,147 | $626.6K | 0.43% | −3,000−14.2% | Reduced |
| Simmons Bank | 18,160 | $627.1K | 0.05% | −115−0.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 18,173 | $627.5K | 0.24% | 00.0% | Unchanged |
| Harbor Group, Inc. | 18,176 | $627.6K | 0.15% | +10+0.1% | Added |
| Ledyard National Bank | 18,176 | $627.6K | 0.06% | +37+0.2% | Added |
| Hara Capital LLC | 18,240 | $629.8K | 0.39% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 17,146 | $630.0K | 0.01% | −5,969−25.8% | Reduced |
| First Horizon Advisors, Inc. | 18,283 | $631.3K | 0.02% | +3,031+19.9% | Added |
| Knollwood Investment Advisory, LLC | 18,300 | $631.9K | 0.07% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 18,330 | $632.9K | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 18,331 | $633.0K | 0.07% | −25−0.1% | Reduced |
| NorthRock Partners, LLC | 18,456 | $637.3K | 0.02% | +278+1.5% | Added |
| Diversify Wealth Management, LLC | 18,999 | $638.2K | 0.06% | −857−4.3% | Reduced |
| Dupree Financial Group, LLC | 18,483 | $638.2K | 0.26% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 18,517 | $639.4K | 0.03% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 18,525 | $639.7K | 0.29% | −291−1.5% | Reduced |
| Nicolet Bankshares Inc | 18,538 | $640.1K | 0.16% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 18,600 | $642.3K | 0.14% | −1,089−5.5% | Reduced |
| Boston Trust Walden Corp | 18,672 | $644.7K | 0.00% | 00.0% | Unchanged |
| Appleton Partners Inc | 18,748 | $647.0K | 0.05% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 18,778 | $648.4K | 0.39% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 18,905 | $652.0K | 0.41% | −75−0.4% | Reduced |
| Flagship Harbor Advisors, LLC | 18,958 | $654.6K | 0.04% | −204−1.1% | Reduced |
| PFG Investments, LLC | 19,015 | $656.6K | 0.04% | +60.0% | Added |
| Forum Financial Management, LP | 19,016 | $656.6K | 0.01% | +125+0.7% | Added |
| One Capital Management, LLC | 19,051 | $657.8K | 0.02% | 00.0% | Unchanged |
| PFG Advisors | 19,163 | $661.7K | 0.04% | −535−2.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 19,244 | $664.5K | 0.08% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 19,475 | $672.5K | 0.12% | −250−1.3% | Reduced |
| Independent Financial Group, LLC | 19,494 | $673.1K | 0.02% | −278−1.4% | Reduced |
| We Are One Seven, LLC | 19,517 | $673.9K | 0.03% | −1,891−8.8% | Reduced |
| First Command Advisory Services, Inc. | 19,523 | $674.1K | 0.01% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 19,526 | $674.2K | 0.21% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 19,597 | $676.7K | 0.19% | −84−0.4% | Reduced |
| Cobblestone Capital Advisors LLC | 19,630 | $677.8K | 0.04% | 00.0% | Unchanged |
| Unigestion Holding SA | 19,634 | $678.0K | 0.03% | −5,049−20.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 19,668 | $679.1K | 0.18% | +94+0.5% | Added |
| Tradewinds, LLC. | 19,829 | $684.7K | 0.21% | +30.0% | Added |
| Choate Investment Advisors | 19,840 | $685.1K | 0.02% | −660−3.2% | Reduced |
| Southeast Asset Advisors Inc. | 19,854 | $685.6K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 19,860 | $685.8K | 0.05% | −980−4.7% | Reduced |
| Tocqueville Asset Management L.P. | 19,952 | $688.9K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 20,137 | $693.5K | 0.05% | −307−1.5% | Reduced |
| Cigna Investments Inc | 20,082 | $694.0K | 0.12% | −569−2.8% | Reduced |
| Patriot Investment Management Inc. | 20,111 | $694.4K | 0.05% | −416−2.0% | Reduced |
| Silvercrest Asset Management Group LLC | 20,145 | $695.6K | 0.00% | +552+2.8% | Added |