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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 11,645 | $402.1K | 0.03% | +578+5.2% | Added |
| Strategic Financial Services, Inc, | 11,591 | $400.2K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,526 | $398.0K | 0.00% | −353,376−96.8% | Reduced |
| TriaGen Wealth Management LLC | 11,524 | $397.9K | 0.13% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,520 | $397.8K | 0.08% | 00.0% | Unchanged |
| AlTi Global, Inc. | 11,514 | $397.6K | 0.01% | +4,624+67.1% | Added |
| Clear Creek Financial Management, LLC | 11,507 | $397.3K | 0.04% | +634+5.8% | Added |
| Caitlin John, LLC | 10,875 | $396.7K | 0.26% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 11,478 | $396.3K | 0.18% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 11,697 | $396.2K | 0.02% | −1,422−10.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,470 | $396.0K | 0.14% | +95+0.8% | Added |
| Elser Financial Planning, Inc | 11,437 | $394.9K | 0.57% | +80+0.7% | Added |
| SOL Capital Management CO | 11,400 | $394.0K | 0.04% | 00.0% | Unchanged |
| Tufton Capital Management | 11,408 | $393.9K | 0.07% | +68+0.6% | Added |
| Formidable Asset Management, LLC | 11,369 | $392.6K | 0.06% | −440−3.7% | Reduced |
| Kaydan Wealth Management, Inc. | 11,349 | $391.9K | 0.12% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $391.6K | 0.10% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,332 | $391.3K | 0.05% | 00.0% | Unchanged |
| David Loasby | 11,465 | $391.2K | 0.04% | +95+0.8% | Added |
| Westmount Partners, LLC | 11,319 | $390.8K | 0.12% | +40+0.4% | Added |
| Virtue Capital Management, LLC | 11,317 | $390.8K | 0.08% | −834−6.9% | Reduced |
| One Wealth Advisors, LLC | 11,306 | $390.4K | 0.06% | +11,306 | New |
| Financial Advisors, LLC | 11,289 | $389.8K | 0.07% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $389.7K | 0.06% | 00.0% | Unchanged |
| IMS Capital Management | 11,201 | $386.8K | 0.17% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,197 | $386.6K | 0.02% | +11,197 | New |
| Allegheny Financial Group LTD | 11,108 | $383.6K | 0.09% | +89+0.8% | Added |
| Sepio Capital, LP | 11,105 | $383.5K | 0.03% | −157−1.4% | Reduced |
| First Nebraska Trust Co | 11,100 | $383.3K | 0.04% | 00.0% | Unchanged |
| Hendley & Co Inc | 11,035 | $381.0K | 0.13% | −200−1.8% | Reduced |
| Terra Nova Asset Management LLC | 11,032 | $380.9K | 0.28% | +10.0% | Added |
| Thompson Siegel & Walmsley LLC | 10,983 | $379.0K | 0.01% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 10,947 | $378.0K | 0.18% | 00.0% | Unchanged |
| Collective Family Office LLC | 10,909 | $376.7K | 0.10% | −1,161−9.6% | Reduced |
| Kozak & Associates, Inc. | 10,569 | $374.9K | 0.09% | +37+0.4% | Added |
| CM Wealth Advisors LLC | 10,800 | $372.9K | 0.12% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10,786 | $372.4K | 0.04% | 00.0% | Unchanged |
| Kitching Partners, LLC | 10,764 | $371.7K | 0.50% | +38+0.4% | Added |
| Northwest Investment Counselors, LLC | 10,762 | $371.6K | 0.08% | −2,319−17.7% | Reduced |
| Chicago Partners Investment Group LLC | 11,060 | $371.5K | 0.01% | −12−0.1% | Reduced |
| 180 Wealth Advisors, LLC | 10,752 | $371.3K | 0.06% | −178−1.6% | Reduced |
| New Century Financial Group, LLC | 10,751 | $371.2K | 0.14% | +1,940+22.0% | Added |
| Fagan Associates, Inc. | 10,725 | $370.3K | 0.06% | −1,406−11.6% | Reduced |
| Financial Council Asset Management Inc | 10,677 | $368.7K | 0.19% | +10,677 | New |
| Skopos Labs, Inc. | 10,651 | $367.8K | 0.12% | −548−4.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 10,644 | $367.5K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,640 | $367.4K | 0.03% | −326−3.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,639 | $367.4K | 0.13% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 10,616 | $366.6K | 0.19% | +3,370+46.5% | Added |
| AIA Group Ltd | 10,573 | $365.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10,554 | $364.4K | 0.02% | +59+0.6% | Added |
| Goelzer Investment Management, Inc. | 10,523 | $363.4K | 0.02% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 10,853 | $363.0K | 0.27% | −363−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 10,491 | $362.2K | 0.02% | +270+2.6% | Added |
| Ostrum Asset Management | 10,466 | $361.4K | 0.03% | +127+1.2% | Added |
| 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 |
| Armstrong Advisory Group, Inc | 10,369 | $358.0K | 0.03% | −727−6.6% | Reduced |
| Montag A & Associates Inc | 10,350 | $357.4K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 10,339 | $357.0K | 0.06% | +1,955+23.3% | Added |
| SeaCrest Wealth Management, LLC | 10,227 | $353.1K | 0.04% | +237+2.4% | Added |
| Northeast Financial Consultants Inc | 10,200 | $352.2K | 0.02% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,146 | $350.3K | 0.16% | 00.0% | Unchanged |
| Avestar Capital, LLC | 10,140 | $350.1K | 0.04% | +170+1.7% | Added |
| GeoWealth Management, LLC | 10,095 | $348.6K | 0.01% | −490−4.6% | Reduced |
| Concord Wealth Partners | 10,078 | $348.0K | 0.06% | +88+0.9% | Added |
| Altfest L J & Co Inc | 10,064 | $348.0K | 0.05% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,032 | $346.4K | 0.10% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9,998 | $345.2K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 9,985 | $344.8K | 0.12% | +33+0.3% | Added |
| Prossimo Advisors, LLC | 9,945 | $343.0K | 0.25% | +295+3.1% | Added |
| Estabrook Capital Management | 9,875 | $341.0K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9,867 | $340.7K | 0.02% | −399−3.9% | Reduced |
| Curran Financial Partners, LLC | 9,840 | $339.8K | 0.10% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 9,839 | $339.7K | 0.01% | −9,271−48.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,786 | $337.9K | 0.05% | +10.0% | Added |
| Cooper Financial Group | 9,777 | $337.6K | 0.04% | +58+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 9,754 | $336.8K | 0.00% | +417+4.5% | Added |
| Caldwell Trust Co | 9,746 | $336.5K | 0.04% | −172−1.7% | Reduced |
| Tiemann Investment Advisors, LLC | 9,685 | $334.4K | 0.14% | −250−2.5% | Reduced |
| Modern Wealth Management, LLC | 9,684 | $334.4K | 0.02% | −370−3.7% | Reduced |
| Midland Wealth Advisors LLC | 9,668 | $333.8K | 0.02% | −250−2.5% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 9,658 | $333.5K | 0.17% | −412−4.1% | Reduced |
| LWM Advisory Services, LLC | 9,658 | $333.5K | 0.25% | −1,547−13.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 9,630 | $332.5K | 0.19% | 00.0% | Unchanged |
| Lake Street Financial LLC | 9,565 | $330.3K | 0.05% | −523−5.2% | Reduced |
| Central Trust Co | 9,528 | $329.0K | 0.01% | −739−7.2% | Reduced |
| Sittner & Nelson, LLC | 9,503 | $328.1K | 0.15% | +13+0.1% | Added |
| Forte Capital LLC | 9,480 | $327.3K | 0.04% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 9,679 | $325.7K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 9,409 | $324.9K | 0.11% | +1,918+25.6% | Added |
| Dark Forest Capital Management LP | 9,380 | $323.9K | 0.04% | +2,760+41.7% | Added |
| Hilltop Holdings Inc. | 9,355 | $323.0K | 0.02% | +9,355 | New |
| Renaissance Investment Group LLC | 9,350 | $322.9K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9,333 | $322.3K | 0.02% | −186−2.0% | Reduced |
| Advisors Asset Management, Inc. | 9,163 | $316.4K | 0.01% | −62−0.7% | Reduced |
| MCF Advisors LLC | 9,113 | $314.7K | 0.02% | −168−1.8% | Reduced |
| Hanson & Doremus Investment Management | 9,090 | $314.0K | 0.05% | −150−1.6% | Reduced |
| MBB Public Markets I LLC | 9,090 | $313.9K | 0.03% | −1,209,104−99.3% | Reduced |
| Capital Advisors Inc | 9,041 | $312.2K | 0.01% | 00.0% | Unchanged |