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 |
|---|---|---|---|---|---|
| Bigelow Investment Advisors, LLC | 18,525 | $639.7K | 0.29% | −291−1.5% | Reduced |
| Klingenstein Fields & Co LP | 18,517 | $639.4K | 0.03% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 18,483 | $638.2K | 0.26% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 18,999 | $638.2K | 0.06% | −857−4.3% | Reduced |
| NorthRock Partners, LLC | 18,456 | $637.3K | 0.02% | +278+1.5% | Added |
| Certified Advisory Corp | 18,331 | $633.0K | 0.07% | −25−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 18,330 | $632.9K | 0.05% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 18,300 | $631.9K | 0.07% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 18,283 | $631.3K | 0.02% | +3,031+19.9% | Added |
| Flputnam Investment Management Co | 17,146 | $630.0K | 0.01% | −5,969−25.8% | Reduced |
| Hara Capital LLC | 18,240 | $629.8K | 0.39% | 00.0% | Unchanged |
| Ledyard National Bank | 18,176 | $627.6K | 0.06% | +37+0.2% | Added |
| Harbor Group, Inc. | 18,176 | $627.6K | 0.15% | +10+0.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 18,173 | $627.5K | 0.24% | 00.0% | Unchanged |
| Simmons Bank | 18,160 | $627.1K | 0.05% | −115−0.6% | Reduced |
| Taylor Financial Group, Inc. | 18,147 | $626.6K | 0.43% | −3,000−14.2% | Reduced |
| Scientech Research LLC | 18,118 | $625.6K | 0.12% | +18,118 | New |
| Kingswood Wealth Advisors, LLC | 18,117 | $625.6K | 0.04% | +1,322+7.9% | Added |
| Arete Wealth Advisors, LLC | 18,178 | $624.0K | 0.05% | −531−2.8% | Reduced |
| Snowden Capital Advisors LLC | 18,051 | $623.3K | 0.02% | −2,597−12.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 18,000 | $621.5K | 0.04% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,919 | $618.7K | 0.05% | +154+0.9% | Added |
| North Star Investment Management Corp. | 17,893 | $617.9K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 17,882 | $617.5K | 0.03% | +68+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 17,766 | $613.5K | 0.12% | −4,082−18.7% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $612.2K | 0.09% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 17,704 | $611.3K | 0.17% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17,701 | $611.2K | 0.02% | −14,978−45.8% | Reduced |
| Eagle Strategies LLC | 17,674 | $610.3K | 0.11% | −17,570−49.9% | Reduced |
| Wendell David Associates Inc | 17,674 | $610.0K | 0.06% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,626 | $608.6K | 0.02% | +351+2.0% | Added |
| Sabal Trust CO | 17,545 | $605.8K | 0.03% | +17,545 | New |
| Parkside Financial Bank & Trust | 17,522 | $605.0K | 0.08% | −101−0.6% | Reduced |
| Parallel Advisors, LLC | 17,494 | $604.1K | 0.01% | +708+4.2% | Added |
| Gilbert & Cook, Inc. | 17,486 | $603.8K | 0.08% | +137+0.8% | Added |
| Investors Asset Management of Georgia Inc | 17,403 | $600.9K | 0.28% | +30.0% | Added |
| Quadrature Capital Ltd | 17,383 | $600.2K | 0.01% | +17,383 | New |
| Merit Financial Group, LLC | 17,252 | $595.7K | 0.01% | −1,536−8.2% | Reduced |
| Lake Street Advisors Group, LLC | 17,246 | $595.5K | 0.03% | +306+1.8% | Added |
| Philadelphia Trust Co | 17,128 | $591.0K | 0.04% | +253+1.5% | Added |
| Guyasuta Investment Advisors Inc | 17,100 | $590.5K | 0.04% | 00.0% | Unchanged |
| Gibbs Wealth Management | 16,975 | $586.1K | 0.19% | +1,270+8.1% | Added |
| Spears Abacus Advisors LLC | 16,944 | $585.1K | 0.01% | −132,425−88.7% | Reduced |
| Secure Asset Management, LLC | 16,838 | $581.4K | 0.10% | +570+3.5% | Added |
| Nwam LLC | 16,807 | $580.3K | 0.04% | +16,807 | New |
| Conning Inc. | 16,760 | $578.7K | 0.02% | −311−1.8% | Reduced |
| Cornerstone Advisory, LLC | 16,719 | $577.3K | 0.08% | −1,107−6.2% | Reduced |
| Osborne Partners Capital Management, LLC | 16,604 | $573.3K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 16,566 | $572.0K | 0.06% | +106+0.6% | Added |
| Smith, Salley & Associates | 16,512 | $570.1K | 0.04% | −167−1.0% | Reduced |
| Twin Capital Management Inc | 16,496 | $569.6K | 0.06% | −830−4.8% | Reduced |
| Tranquility Partners, LLC | 16,475 | $568.9K | 0.21% | −799−4.6% | Reduced |
| Atomi Financial Group, Inc. | 16,431 | $567.4K | 0.04% | +4,715+40.2% | Added |
| Duncker Streett & Co Inc | 16,394 | $566.1K | 0.10% | −1,050−6.0% | Reduced |
| Roof Eidam & Maycock | 16,341 | $564.3K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 16,760 | $564.0K | 0.03% | +1,089+6.9% | Added |
| Astoria Portfolio Advisors LLC. | 16,120 | $563.6K | 0.19% | +1,421+9.7% | Added |
| Silver Oak Securities, Inc | 16,297 | $562.7K | 0.06% | −578−3.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,263 | $561.6K | 0.03% | −1,609−9.0% | Reduced |
| Rede Wealth, LLC | 16,241 | $560.8K | 0.21% | +11+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,225 | $560.2K | 0.08% | +562+3.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 16,199 | $559.3K | 0.12% | −691−4.1% | Reduced |
| Keystone Financial Group | 16,176 | $558.6K | 0.07% | −134−0.8% | Reduced |
| First Citizens Bank & Trust Co | 16,146 | $557.5K | 0.01% | −479−2.9% | Reduced |
| Pensionmark Financial Group, LLC | 16,145 | $557.5K | 0.02% | +9,344+137.4% | Added |
| Revolve Wealth Partners, LLC | 16,114 | $556.4K | 0.09% | +3,334+26.1% | Added |
| Qtron Investments LLC | 16,033 | $553.6K | 0.08% | 00.0% | Unchanged |
| Invesco, LLC | 16,022 | $553.2K | 0.22% | −419−2.5% | Reduced |
| Gryphon Financial Partners LLC | 15,967 | $551.4K | 0.07% | −1,525−8.7% | Reduced |
| Chronos Wealth Management, LLC | 15,935 | $550.2K | 0.29% | +50+0.3% | Added |
| Indiana Trust & Investment Management CO | 15,933 | $550.2K | 0.19% | 00.0% | Unchanged |
| LSV Asset Management | 15,900 | $549.0K | 0.00% | −5,100−24.3% | Reduced |
| Waypoint Wealth Partners Inc. | 15,895 | $548.9K | 0.15% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 15,887 | $548.6K | 0.09% | −398−2.4% | Reduced |
| Manchester Capital Management LLC | 15,870 | $548.0K | 0.06% | +571+3.7% | Added |
| Nexus Investment Management ULC | 15,840 | $547.0K | 0.05% | 00.0% | Unchanged |
| Partners in Financial Planning | 15,816 | $546.1K | 0.11% | −300−1.9% | Reduced |
| Advisors Preferred, LLC | 15,815 | $545.9K | 0.08% | +5,518+53.6% | Added |
| Mesirow Financial Investment Management, Inc. | 15,771 | $544.6K | 0.01% | +1,075+7.3% | Added |
| Bailard, Inc. | 15,771 | $544.6K | 0.01% | +21+0.1% | Added |
| Viawealth, LLC | 15,730 | $543.2K | 0.32% | +856+5.8% | Added |
| Coastline Trust Co | 15,671 | $541.1K | 0.06% | −17,500−52.8% | Reduced |
| JGP Wealth Management, LLC | 15,640 | $540.0K | 0.07% | +146+0.9% | Added |
| NTV Asset Management LLC | 15,583 | $538.1K | 0.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 15,512 | $535.6K | 0.02% | +2,274+17.2% | Added |
| Brighton Jones LLC | 15,405 | $531.9K | 0.02% | −3,755−19.6% | Reduced |
| Piscataqua Savings Bank | 15,384 | $531.1K | 0.45% | 00.0% | Unchanged |
| PDS Planning, Inc | 15,367 | $530.6K | 0.05% | +2,016+15.1% | Added |
| Fairfield, Bush & Co. | 15,340 | $529.7K | 0.32% | +3,800+32.9% | Added |
| Syverson Strege & Co | 15,289 | $527.9K | 0.18% | −398−2.5% | Reduced |
| Evercore Wealth Management, LLC | 15,233 | $526.0K | 0.01% | −27−0.2% | Reduced |
| Malaga Cove Capital, LLC | 15,221 | $525.6K | 0.21% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15,200 | $524.9K | 0.03% | +2,158+16.5% | Added |
| Black Diamond Financial, LLC | 15,194 | $524.6K | 0.09% | −25−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 15,181 | $524.2K | 0.05% | −131−0.9% | Reduced |
| My Legacy Advisors, LLC | 15,145 | $523.0K | 0.21% | −1,728−10.2% | Reduced |
| Blueshift Asset Management, LLC | 15,143 | $522.9K | 0.13% | −3,579−19.1% | Reduced |
| Mason & Associates, LLC | 15,121 | $522.1K | 0.16% | +2,920+23.9% | Added |
| SlateStone Wealth, LLC | 15,108 | $522.0K | 0.05% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 15,100 | $521.4K | 0.50% | 00.0% | Unchanged |