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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 15,098 | $521.3K | 0.05% | +3,838+34.1% | Added |
| Principle Wealth Partners LLC | 15,004 | $518.1K | 0.04% | −325−2.1% | Reduced |
| Koshinski Asset Management, Inc. | 15,000 | $518.0K | 0.04% | +331+2.3% | Added |
| Philip James Wealth Mangement, LLC | 14,953 | $516.3K | 0.06% | +14,953 | New |
| NCM Capital Management, LLC | 14,946 | $516.1K | 0.25% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 14,895 | $514.3K | 0.32% | +180+1.2% | Added |
| Magnolia Capital Management Ltd | 14,895 | $514.0K | 0.41% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 14,827 | $512.0K | 0.10% | 00.0% | Unchanged |
| Fragasso Group Inc. | 14,817 | $511.6K | 0.04% | −274−1.8% | Reduced |
| Delta Investment Management, LLC | 14,769 | $510.0K | 0.10% | −24,230−62.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 14,747 | $509.2K | 0.26% | +7,570+105.5% | Added |
| Relyea Zuckerberg Hanson LLC | 14,664 | $506.4K | 0.08% | −171−1.2% | Reduced |
| HBK Sorce Advisory LLC | 14,627 | $505.1K | 0.02% | −238−1.6% | Reduced |
| FRG Family Wealth Advisors LLC | 14,610 | $504.5K | 0.09% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 14,606 | $504.3K | 0.04% | −4,459−23.4% | Reduced |
| Wolverine Trading, LLC | 14,601 | $504.2K | 0.01% | −638−4.2% | Reduced |
| Platform Technology Partners | 14,577 | $503.3K | 0.16% | −93−0.6% | Reduced |
| Buckingham Strategic Partners | 14,513 | $501.2K | 0.01% | −128−0.9% | Reduced |
| CWA Asset Management Group, LLC | 14,457 | $499.2K | 0.03% | +14,457 | 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 |
| Howard Bailey Securities, LLC | 14,387 | $496.8K | 0.19% | +14,387 | New |
| CX Institutional | 14,341 | $495.2K | 0.02% | −77,752−84.4% | Reduced |
| Alpha Family Trust | 14,320 | $494.5K | 0.28% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 14,312 | $494.2K | 0.04% | +2,762+23.9% | Added |
| Belmont Capital, LLC | 14,291 | $493.5K | 0.08% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 14,200 | $490.3K | 0.03% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 14,169 | $489.0K | 0.25% | 00.0% | Unchanged |
| Marathon Capital Management | 14,048 | $485.1K | 0.12% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 14,022 | $484.2K | 0.08% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 13,986 | $483.0K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 13,957 | $481.9K | 0.02% | −2,205−13.6% | Reduced |
| Becker Capital Management Inc | 13,936 | $481.2K | 0.02% | −60−0.4% | Reduced |
| Davis R M Inc | 13,907 | $480.2K | 0.01% | −523−3.6% | Reduced |
| Everett Harris & Co | 13,877 | $479.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 13,852 | $478.3K | 0.03% | −1,080−7.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,800 | $476.5K | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 13,778 | $475.8K | 0.10% | −306−2.2% | Reduced |
| Catalytic Wealth RIA, LLC | 13,777 | $475.7K | 0.08% | −213−1.5% | Reduced |
| Ransom Advisory, Ltd | 13,700 | $473.1K | 0.22% | 00.0% | Unchanged |
| Tudor Financial Inc. | 13,689 | $472.7K | 0.29% | +13,689 | New |
| Alpha Omega Wealth Management LLC | 13,655 | $471.5K | 0.09% | −57−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 13,537 | $467.4K | 0.06% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 13,492 | $465.9K | 0.06% | −612−4.3% | Reduced |
| Trust Point Inc. | 13,378 | $461.9K | 0.03% | −3,754−21.9% | Reduced |
| Integrated Advisors Network LLC | 13,232 | $456.9K | 0.02% | −12,589−48.8% | Reduced |
| RCS Financial Planning, LLC | 13,184 | $455.2K | 0.25% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 13,164 | $454.6K | 0.01% | +199+1.5% | Added |
| Traphagen Investment Advisors LLC | 13,155 | $454.2K | 0.05% | +42+0.3% | Added |
| SkyOak Wealth, LLC | 13,100 | $452.3K | 0.10% | −13,653−51.0% | Reduced |
| Brass Tax Wealth Management, Inc | 13,076 | $451.5K | 0.10% | +520+4.1% | Added |
| Woodward Diversified Capital, LLC | 13,060 | $451.0K | 0.29% | −205−1.5% | Reduced |
| Latitude Advisors, LLC | 13,050 | $450.6K | 0.25% | +40.0% | Added |
| Brandywine Oak Private Wealth LLC | 13,021 | $449.6K | 0.04% | −321−2.4% | Reduced |
| Canal Capital Management, LLC | 13,018 | $449.5K | 0.07% | +16+0.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 12,990 | $448.6K | 0.17% | −11,296−46.5% | Reduced |
| Gables Capital Management Inc. | 12,950 | $447.2K | 0.23% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 12,771 | $441.0K | 0.00% | +5,836+84.2% | Added |
| Patton Albertson Miller Group, LLC | 12,748 | $440.2K | 0.06% | +48+0.4% | Added |
| Venturi Wealth Management, LLC | 12,745 | $440.1K | 0.02% | −2,630−17.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,735 | $439.7K | 0.03% | +485+4.0% | Added |
| Joel Isaacson & Co., LLC | 12,726 | $439.4K | 0.02% | −987−7.2% | Reduced |
| Trustmark National Bank Trust Department | 12,708 | $438.8K | 0.03% | −1,800−12.4% | Reduced |
| Bangor Savings Bank | 12,605 | $435.3K | 0.04% | +2,314+22.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $435.1K | 0.10% | 00.0% | Unchanged |
| McLean Asset Management Corp | 12,572 | $433.6K | 0.13% | +106+0.9% | Added |
| Evergreen Capital Management LLC | 12,535 | $432.8K | 0.01% | +205+1.7% | 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 |
| Borer Denton & Associates, Inc. | 12,349 | $426.4K | 0.15% | +3,910+46.3% | Added |
| Waldron Private Wealth LLC | 12,322 | $425.5K | 0.02% | −156−1.3% | Reduced |
| Fortress Wealth Group, LLC | 12,788 | $425.3K | 0.21% | +681+5.6% | Added |
| Elgethun Capital Management | 12,310 | $425.1K | 0.10% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 12,300 | $424.0K | 0.15% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 12,256 | $423.2K | 0.01% | +12,256 | New |
| 9258 Wealth Management, LLC | 12,184 | $420.7K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,096 | $417.7K | 0.28% | −126−1.0% | Reduced |
| Shufro Rose & Co LLC | 12,400 | $414.8K | 0.03% | 00.0% | Unchanged |
| Brophy Wealth Management, LLC | 12,000 | $414.4K | 0.15% | +12,000 | New |
| Graypoint LLC | 12,000 | $414.3K | 0.03% | −448−3.6% | Reduced |
| Sunpointe, LLC | 11,971 | $413.4K | 0.34% | −68−0.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,944 | $412.4K | 0.11% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11,940 | $412.3K | 0.16% | −1,319−9.9% | Reduced |
| Compass Financial Group, INC | 11,930 | $412.0K | 0.08% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,917 | $411.5K | 0.13% | +43+0.4% | Added |
| Mutual Advisors, LLC | 12,431 | $411.5K | 0.01% | +957+8.3% | Added |
| Federated Hermes, Inc. | 11,913 | $411.4K | 0.00% | −17,265−59.2% | Reduced |
| Courier Capital LLC | 11,907 | $411.1K | 0.03% | 00.0% | Unchanged |
| Everpar Advisors LLC | 11,870 | $409.9K | 0.21% | −619−5.0% | Reduced |
| Wallace Hart LLC | 11,847 | $409.1K | 0.31% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 11,847 | $409.1K | 0.11% | +14+0.1% | Added |
| Mayflower Financial Advisors, LLC | 11,817 | $408.0K | 0.06% | −19−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,790 | $407.1K | 0.02% | +293+2.5% | Added |
| Dakota Wealth Management | 11,778 | $406.7K | 0.01% | +2,115+21.9% | Added |
| Occudo Quantitative Strategies LP | 11,729 | $405.0K | 0.07% | +11,729 | New |
| 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 |
| Global Retirement Partners, LLC | 11,684 | $403.4K | 0.01% | −2,521−17.7% | Reduced |
| Lynch & Associates | 11,673 | $403.1K | 0.09% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 11,647 | $402.2K | 0.04% | +423+3.8% | Added |