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 |
|---|---|---|---|---|---|
| Sage Private Wealth Group, LLC | 9,021 | $311.5K | 0.25% | −2,052−18.5% | Reduced |
| Cito Capital Group, LLC | 9,000 | $311.0K | 0.12% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 9,000 | $310.8K | 0.07% | −1,240−12.1% | Reduced |
| RB Capital Management, LLC | 9,000 | $310.8K | 0.07% | −347−3.7% | Reduced |
| Ironwood Investment Counsel, LLC | 9,000 | $310.8K | 0.05% | −332−3.6% | Reduced |
| Angeles Wealth Management, LLC | 8,989 | $310.4K | 0.03% | +253+2.9% | Added |
| Connors Investor Services Inc | 8,985 | $310.3K | 0.03% | −1,050−10.5% | Reduced |
| Berkshire Asset Management LLC | 9,274 | $310.2K | 0.02% | 00.0% | Unchanged |
| Univest Financial Corp | 8,976 | $310.0K | 0.02% | +8,976 | New |
| IFG Advisors, LLC | 8,976 | $310.0K | 0.07% | 00.0% | Unchanged |
| Diversified, LLC | 8,965 | $309.6K | 0.03% | −3,778−29.6% | Reduced |
| Diversified Enterprises, LLC | 8,965 | $309.6K | 0.03% | +8,965 | New |
| Smith Anglin Financial, LLC | 8,962 | $309.5K | 0.03% | +11+0.1% | Added |
| Evermay Wealth Management LLC | 8,955 | $309.2K | 0.05% | −147−1.6% | Reduced |
| Verdence Capital Advisors LLC | 8,929 | $308.3K | 0.02% | +17+0.2% | Added |
| Vise Technologies, Inc. | 8,923 | $308.1K | 0.04% | +8,923 | New |
| Covenant Partners, LLC | 8,886 | $306.8K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8,826 | $304.8K | 0.04% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 8,817 | $304.5K | 0.03% | −300−3.3% | Reduced |
| Logan Capital Management Inc | 8,790 | $303.5K | 0.01% | +20.0% | Added |
| Mattern Wealth Management LLC | 8,784 | $303.3K | 0.07% | 00.0% | Unchanged |
| Main Street Group, LTD | 8,745 | $302.0K | 0.12% | +118+1.4% | Added |
| Sentry Investment Management LLC | 8,730 | $301.0K | 0.13% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 8,694 | $300.2K | 0.01% | +1,500+20.9% | Added |
| Whittier Trust Co of Nevada Inc | 8,671 | $299.3K | 0.01% | −17−0.2% | Reduced |
| Bank of Hawaii | 8,655 | $298.9K | 0.01% | −1,755−16.9% | Reduced |
| FSM Wealth Advisors, LLC | 8,652 | $298.8K | 0.08% | +239+2.8% | Added |
| Fox Run Management, L.L.C. | 8,652 | $298.8K | 0.07% | −9,524−52.4% | Reduced |
| Advisor OS, LLC | 8,639 | $298.3K | 0.03% | +249+3.0% | Added |
| Davis Capital Management | 8,637 | $298.2K | 0.24% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,640 | $298.0K | 0.00% | +15+0.2% | Added |
| Live Oak Private Wealth LLC | 8,581 | $296.3K | 0.05% | +111+1.3% | Added |
| Eagle Wealth Strategies LLC | 8,556 | $295.4K | 0.22% | +7+0.1% | Added |
| Texas Yale Capital Corp. | 8,525 | $294.4K | 0.01% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 10 | $294.2K | 0.07% | −8,590−99.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,508 | $293.8K | 0.02% | +40.0% | Added |
| Keel Point, LLC | 8,501 | $293.5K | 0.02% | −498−5.5% | Reduced |
| Mather Group, LLC. | 8,489 | $293.1K | 0.00% | −1,559−15.5% | Reduced |
| Norris Perne & French LLP | 8,486 | $293.0K | 0.02% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 8,422 | $290.8K | 0.07% | +159+1.9% | Added |
| Drive Wealth Management, LLC | 8,413 | $290.5K | 0.08% | −130−1.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $290.1K | 0.15% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 8,381 | $289.4K | 0.17% | −2,956−26.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,377 | $289.3K | 0.02% | −2,673−24.2% | Reduced |
| Legacy Edge Advisors, LLC | 8,359 | $288.6K | 0.05% | +8,359 | New |
| Willner & Heller, LLC | 8,339 | $287.9K | 0.26% | +627+8.1% | Added |
| CGC Financial Services, LLC | 8,332 | $287.7K | 0.12% | +30+0.4% | Added |
| Level Four Advisory Services, LLC | 8,541 | $287.3K | 0.01% | −368−4.1% | Reduced |
| King Luther Capital Management Corp | 8,313 | $287.0K | 0.00% | −27−0.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,278 | $285.8K | 0.06% | +5+0.1% | Added |
| CIC Wealth, LLC | 8,265 | $285.4K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,254 | $285.0K | 0.01% | +842+11.4% | Added |
| Aaron Wealth Advisors | 8,214 | $283.6K | 0.03% | +1,714+26.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 8,200 | $283.1K | 0.02% | +1,000+13.9% | Added |
| Verus Financial Partners, Inc. | 8,192 | $282.8K | 0.03% | 00.0% | Unchanged |
| Holistic Financial Partners | 8,189 | $282.8K | 0.14% | +724+9.7% | Added |
| WNY Asset Management, LLC | 8,183 | $282.6K | 0.03% | −535−6.1% | Reduced |
| TCG Advisory Services, LLC | 8,153 | $281.5K | 0.01% | +398+5.1% | Added |
| Ferguson Wellman Capital Management, Inc | 8,122 | $280.5K | 0.01% | −23,252−74.1% | Reduced |
| LexAurum Advisors, LLC | 8,112 | $280.1K | 0.06% | −125−1.5% | Reduced |
| Tyche Wealth Partners LLC | 8,104 | $279.8K | 0.06% | −95−1.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 8,058 | $278.3K | 0.03% | +10.0% | Added |
| Aprio Wealth Management, LLC | 8,051 | $278.0K | 0.04% | +8,051 | New |
| Gratus Wealth Advisors, LLC | 8,191 | $275.6K | 0.05% | +11+0.1% | Added |
| Baldwin Investment Management, LLC | 7,973 | $275.3K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 7,950 | $274.5K | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,930 | $274.0K | 0.02% | −112−1.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $274.0K | 0.05% | 00.0% | Unchanged |
| Exchange Bank | 7,933 | $273.9K | 0.22% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 7,867 | $271.6K | 0.01% | +7,867 | New |
| Grimes & Company, Inc. | 7,850 | $271.1K | 0.01% | +105+1.4% | Added |
| Lifeworks Advisors, LLC | 7,819 | $270.0K | 0.05% | −3,051−28.1% | Reduced |
| Wealth Effects LLC | 7,810 | $269.7K | 0.09% | −836−9.7% | Reduced |
| Broderick Brian C | 7,800 | $269.3K | 0.05% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 7,800 | $269.3K | 0.09% | +7,800 | New |
| Epoch Investment Partners, Inc. | 7,777 | $268.5K | 0.00% | −2,623−25.2% | Reduced |
| L2 Asset Management, LLC | 7,753 | $267.7K | 0.07% | +263+3.5% | Added |
| BNC Wealth Management, LLC | 7,742 | $267.3K | 0.10% | −29−0.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,717 | $266.5K | 0.01% | +7,717 | New |
| Obsidian Personal Planning Solutions LLC | 7,911 | $266.1K | 0.14% | +450+6.0% | Added |
| Southland Equity Partners LLC | 7,690 | $265.5K | 0.06% | +20.0% | Added |
| Consolidated Planning Corp | 7,656 | $264.4K | 0.04% | +43+0.6% | Added |
| B&L Asset Management LLC | 7,650 | $264.2K | 0.17% | +7,650 | New |
| SNS Financial Group, LLC | 7,645 | $264.0K | 0.03% | +289+3.9% | Added |
| Baker Tilly Wealth Management, LLC | 7,645 | $264.0K | 0.12% | −2,302−23.1% | Reduced |
| Lockerman Financial Group, Inc. | 7,628 | $263.4K | 0.45% | +1,300+20.5% | Added |
| Capstone Financial Advisors, Inc. | 7,614 | $262.9K | 0.02% | +21+0.3% | Added |
| LMG Wealth Partners, LLC | 7,613 | $262.9K | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,586 | $262.0K | 0.02% | −2,981−28.2% | Reduced |
| Auxier Asset Management | 7,566 | $261.3K | 0.04% | 00.0% | Unchanged |
| West Wealth Group, LLC | 7,557 | $260.9K | 0.08% | +27+0.4% | Added |
| Court Place Advisors, LLC | 7,554 | $260.8K | 0.08% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,551 | $260.7K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,528 | $259.9K | 0.04% | +18+0.2% | Added |
| Exchange Traded Concepts, LLC | 7,505 | $259.1K | 0.01% | +5,396+255.9% | Added |
| Lakeview Capital Partners, LLC | 7,502 | $259.1K | 0.04% | −1,356−15.3% | Reduced |
| Norway Savings Bank | 7,500 | $259.0K | 0.14% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $259.0K | 0.21% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 7,488 | $258.6K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 7,485 | $258.5K | 0.03% | −15,474−67.4% | Reduced |