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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 7,480 | $258.3K | 0.02% | −1,690−18.4% | Reduced |
| First Financial Bank - Trust Division | 7,458 | $257.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 7,446 | $257.1K | 0.02% | −678−8.3% | Reduced |
| HCR Wealth Advisors | 7,446 | $257.1K | 0.03% | 00.0% | Unchanged |
| Thomasville National Bank | 7,443 | $257.0K | 0.02% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,400 | $255.5K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,383 | $254.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,374 | $254.6K | 0.03% | +2,754+59.6% | Added |
| Claret Asset Management Corp | 7,364 | $254.0K | 0.04% | +31+0.4% | Added |
| ZWJ Investment Counsel Inc | 7,355 | $254.0K | 0.01% | −283−3.7% | Reduced |
| Ridgewood Investments LLC | 7,345 | $253.6K | 0.13% | +8+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 7,304 | $252.0K | 0.12% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,323 | $252.0K | 0.02% | +560+8.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 7,293 | $251.8K | 0.12% | +203+2.9% | Added |
| Harbour Investments, Inc. | 7,289 | $251.7K | 0.01% | −170−2.3% | Reduced |
| Allred Capital Management, LLC | 7,288 | $251.6K | 0.10% | −1,292−15.1% | Reduced |
| Guidance Capital, Inc | 7,344 | $250.6K | 0.08% | −1,782−19.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,246 | $250.2K | 0.06% | +229+3.3% | Added |
| Broadwater Capital Management LLC | 7,245 | $250.2K | 0.18% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 7,224 | $249.4K | 0.02% | −372−4.9% | Reduced |
| Smith, Moore & Co. | 7,217 | $249.2K | 0.02% | +13+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 7,209 | $248.9K | 0.08% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7,200 | $248.6K | 0.09% | −462−6.0% | Reduced |
| Papp L Roy & Associates | 7,200 | $248.6K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $248.6K | 0.07% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 7,184 | $248.1K | 0.08% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 7,169 | $247.6K | 0.01% | −49−0.7% | Reduced |
| Salem Investment Counselors Inc | 7,154 | $247.0K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,141 | $246.6K | 0.10% | +26+0.4% | Added |
| First Trust Investment Solutions L.P. | 7,104 | $245.3K | 0.03% | +7,104 | New |
| Alera Investment Advisors, LLC | 7,067 | $244.0K | 0.03% | +822+13.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 7,065 | $244.0K | 0.01% | −43−0.6% | Reduced |
| NFJ Investment Group, LLC | 7,037 | $243.0K | 0.01% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,020 | $242.4K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 7,000 | $241.7K | 0.03% | −202,280−96.7% | Reduced |
| Barr E S & Co | 7,000 | $241.7K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,988 | $241.3K | 0.02% | +6,988 | New |
| Belpointe Asset Management LLC | 6,974 | $240.8K | 0.01% | −285−3.9% | Reduced |
| Financial Advocates Investment Management | 6,950 | $240.0K | 0.01% | +216+3.2% | Added |
| Patten & Patten Inc | 6,937 | $239.5K | 0.02% | −24−0.3% | Reduced |
| Catalina Capital Group, LLC | 6,925 | $239.1K | 0.08% | +741+12.0% | Added |
| Summit Asset Management, LLC | 6,921 | $239.0K | 0.04% | +12+0.2% | Added |
| Defender Capital, LLC. | 6,910 | $238.6K | 0.08% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 6,902 | $238.3K | 0.12% | 00.0% | Unchanged |
| Claro Advisors LLC | 6,901 | $238.3K | 0.03% | −89−1.3% | Reduced |
| Rosenberg Matthew Hamilton | 6,891 | $237.9K | 0.06% | −144−2.0% | Reduced |
| Madison Asset Management, LLC | 6,888 | $237.8K | 0.00% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,876 | $237.4K | 0.02% | −937−12.0% | Reduced |
| Mirova | 6,853 | $236.6K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 6,850 | $236.5K | 0.03% | +5,350+356.7% | Added |
| Custom Index Systems, LLC | 6,840 | $236.2K | 0.13% | +153+2.3% | Added |
| Cornerstone Wealth Group, LLC | 6,837 | $236.1K | 0.02% | −236−3.3% | Reduced |
| 44 Wealth Management LLC | 7,028 | $236.1K | 0.08% | +7,028 | New |
| Braun-Bostich & Associates Inc. | 6,833 | $235.9K | 0.16% | +90+1.3% | Added |
| White Pine Capital LLC | 6,808 | $235.1K | 0.08% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,797 | $234.7K | 0.01% | +6,797 | New |
| Zions Bancorporation, N.A. | 6,793 | $234.6K | 0.02% | −192−2.7% | Reduced |
| Empower Advisory Group, LLC | 6,753 | $233.2K | 0.00% | +133+2.0% | Added |
| SageView Advisory Group, LLC | 6,753 | $233.2K | 0.01% | −856−11.2% | Reduced |
| Bill Few Associates, Inc. | 6,751 | $233.1K | 0.08% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 6,742 | $232.8K | 0.06% | +397+6.3% | Added |
| Rothschild Investment LLC | 6,714 | $231.8K | 0.02% | −44−0.7% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $231.4K | 0.01% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,694 | $231.1K | 0.08% | +53+0.8% | Added |
| Selective Wealth Management, Inc. | 6,809 | $230.6K | 0.10% | 00.0% | Unchanged |
| Middleton & Co Inc | 6,675 | $230.5K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,655 | $229.8K | 0.03% | +450+7.3% | Added |
| Carderock Capital Management Inc | 6,650 | $229.6K | 0.05% | −200−2.9% | Reduced |
| Summit X, LLC | 6,837 | $228.7K | 0.06% | −795−10.4% | Reduced |
| Gradient Investments LLC | 6,592 | $227.6K | 0.00% | −1,733−20.8% | Reduced |
| Lee Financial Co | 6,576 | $227.1K | 0.03% | +6,576 | New |
| Red Wave Investments LLC | 6,552 | $226.2K | 0.08% | +118+1.8% | Added |
| Stanley-Laman Group, Ltd. | 6,543 | $225.9K | 0.03% | +85+1.3% | Added |
| Oak Thistle LLC | 6,539 | $225.8K | 0.07% | +6,539 | New |
| Legacy Advisors, LLC | 6,523 | $225.2K | 0.02% | +6,523 | New |
| Moneywise, Inc. | 6,518 | $225.1K | 0.11% | 00.0% | Unchanged |
| Strategic Equity Management | 6,518 | $225.1K | 0.11% | +6,518 | New |
| Fusion Capital, LLC | 6,464 | $223.2K | 0.10% | +47+0.7% | Added |
| Kowal Investment Group, LLC | 6,460 | $223.1K | 0.04% | −303−4.5% | Reduced |
| New Capital Management LP | 6,453 | $222.8K | 0.06% | −1,431−18.2% | Reduced |
| Burt Wealth Advisors | 6,437 | $222.3K | 0.05% | −2,632−29.0% | Reduced |
| Sollinda Capital Management LLC | 6,426 | $221.9K | 0.06% | +6,426 | New |
| Romano Brothers and Company | 6,414 | $221.5K | 0.03% | +10.0% | Added |
| Asset Dedication, LLC | 6,403 | $221.1K | 0.01% | −12,320−65.8% | Reduced |
| Resolute Wealth Strategies, LLC | 6,394 | $220.8K | 0.11% | −163−2.5% | Reduced |
| Financial Advisory Service, Inc. | 6,390 | $220.7K | 0.02% | +6,390 | New |
| TrueWealth Advisors, LLC | 6,331 | $218.6K | 0.07% | −2,047−24.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $218.4K | 0.01% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,324 | $218.4K | 0.05% | −1,085−14.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 6,320 | $218.2K | 0.16% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $218.0K | 0.11% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 6,312 | $218.0K | 0.06% | 00.0% | Unchanged |
| Argent Financial Group, Inc. | 6,300 | $217.5K | 0.03% | +6,300 | New |
| Greenfield Savings Bank | 6,297 | $217.4K | 0.10% | +6,297 | New |
| Continental Investors Services, Inc. | 6,277 | $216.7K | 0.45% | +22+0.4% | Added |
| Bordeaux Wealth Advisors LLC | 6,275 | $216.7K | 0.04% | +6,275 | New |
| First Heartland Consultants, Inc. | 6,260 | $216.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,250 | $215.8K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6,240 | $215.5K | 0.08% | −1,163−15.7% | Reduced |
| Principal Street Partners, LLC | 6,437 | $215.3K | 0.04% | 00.0% | Unchanged |