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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 2,052 | $70.9K | 0.02% | +5+0.2% | Added |
| SRS Capital Advisors, Inc. | 2,047 | $70.7K | 0.01% | +16+0.8% | Added |
| WFA Asset Management Corp | 2,001 | $69.1K | 0.04% | −111−5.3% | Reduced |
| Financial Network Wealth Advisors LLC | 1,962 | $67.7K | 0.06% | +5+0.3% | Added |
| Kelly Lawrence W & Associates Inc | 1,950 | $67.3K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 1,939 | $67.0K | 0.07% | +1,939 | New |
| Riggs Asset Managment Co. Inc. | 1,935 | $66.8K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,928 | $66.6K | 0.00% | +123+6.8% | Added |
| Transamerica Financial Advisors, Inc. | 1,910 | $66.0K | 0.01% | +1,910 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,847 | $63.8K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,713 | $63.5K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,832 | $63.3K | 0.04% | +1+0.1% | Added |
| Operose Advisors LLC | 1,816 | $62.7K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $62.2K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,800 | $62.0K | 0.02% | −900−33.3% | Reduced |
| State of Wyoming | 1,778 | $61.4K | 0.01% | −5,443−75.4% | Reduced |
| GW&K Investment Management, LLC | 1,753 | $61.0K | 0.00% | +194+12.4% | Added |
| Capstone Investment Advisors, LLC | 1,745 | $60.3K | 0.00% | −10,342−85.6% | Reduced |
| Darwin Advisors, LLC | 1,694 | $58.5K | 0.02% | +1,694 | New |
| Frazier Financial Advisors, LLC | 1,640 | $56.6K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,599 | $55.2K | 0.03% | +1,599 | New |
| Bullock Wealth Management Group | 1,578 | $54.5K | 0.03% | +153+10.7% | Added |
| Arcadia Investment Management Corp | 1,564 | $54.0K | 0.01% | −500−24.2% | Reduced |
| Versant Capital Management, Inc | 1,521 | $52.5K | 0.01% | +63+4.3% | Added |
| CBIZ Investment Advisory Services, LLC | 1,483 | $51.2K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,381 | $47.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,371 | $47.3K | 0.02% | +5+0.4% | Added |
| Financial Connections Group, Inc. | 1,371 | $47.0K | 0.02% | +1,301+1,858.6% | Added |
| One River Asset Management, LLC | 1,332 | $46.0K | 0.05% | +1,332 | New |
| West Paces Advisors Inc. | 1,320 | $45.6K | 0.01% | −150−10.2% | Reduced |
| FSA Wealth Management LLC | 1,254 | $43.3K | 0.02% | +1,254 | New |
| Jamison Private Wealth Management, Inc. | 1,253 | $43.3K | 0.01% | +316+33.7% | Added |
| Private Wealth Management Group, LLC | 1,251 | $43.2K | 0.02% | +11+0.9% | Added |
| Annapolis Financial Services, LLC | 1,233 | $42.6K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,212 | $41.9K | 0.02% | +89+7.9% | Added |
| Peoples Bank | 1,200 | $41.4K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,175 | $40.6K | 0.01% | −1,069−47.6% | Reduced |
| Motco | 1,137 | $39.3K | 0.00% | +816+254.2% | Added |
| Salomon & Ludwin, LLC | 1,125 | $38.8K | 0.00% | −3,750−76.9% | Reduced |
| Peterson Wealth Services | 1,125 | $38.8K | 0.01% | +1,125 | New |
| Empirical Asset Management, LLC | 35,535 | $38.6K | 0.01% | −2,745−7.2% | Reduced |
| Uncommon Cents Investing LLC | 1,113 | $38.4K | 0.01% | +1,113 | New |
| Cape Investment Advisory, Inc. | 1,112 | $38.4K | 0.02% | +62+5.9% | Added |
| Fortitude Family Office, LLC | 1,110 | $38.3K | 0.02% | +336+43.4% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,050 | $38.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,101 | $38.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,095 | $37.0K | 0.01% | +19+1.8% | Added |
| TFC Financial Management | 1,058 | $36.5K | 0.01% | +10+1.0% | Added |
| Barrett & Company, Inc. | 1,046 | $36.1K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,045 | $36.1K | 0.01% | +812+348.5% | Added |
| Clean Yield Group | 1,029 | $35.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,005 | $34.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,002 | $34.6K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 996 | $34.4K | 0.01% | +4+0.4% | Added |
| Rational Advisors LLC | 983 | $33.9K | 0.00% | −179−15.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 958 | $33.1K | 0.02% | +958 | New |
| Carolinas Wealth Consulting LLC | 917 | $31.6K | 0.01% | +32+3.6% | Added |
| ORG Partners LLC | 900 | $31.1K | 0.00% | −2,587−74.2% | Reduced |
| Fairscale Capital, LLC | 900 | $31.1K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $31.1K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 900 | $31.1K | 0.01% | +900 | New |
| Quarry LP | 862 | $29.8K | 0.01% | +214+33.0% | Added |
| WFA of San Diego, LLC | 846 | $29.2K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 846 | $29.2K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 843 | $29.1K | 0.02% | −224−21.0% | Reduced |
| Beacon Capital Management, LLC | 841 | $29.0K | 0.00% | +135+19.1% | Added |
| Thompson Investment Management, Inc. | 825 | $28.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 821 | $28.3K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 825 | $28.0K | 0.01% | +2+0.2% | Added |
| Cornerstone Planning Group LLC | 836 | $27.8K | 0.01% | −64−7.1% | Reduced |
| Monetary Management Group Inc | 800 | $27.6K | 0.01% | −1,000−55.6% | Reduced |
| Painted Porch Advisors LLC | 781 | $27.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 772 | $26.7K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $25.9K | 0.00% | +480+177.8% | Added |
| Pacific Center for Financial Services | 720 | $24.9K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 719 | $24.8K | 0.01% | +258+56.0% | Added |
| Glass Jacobson Investment Advisors llc | 689 | $23.8K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $23.5K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 674 | $23.3K | 0.00% | +3+0.4% | Added |
| FinTrust Capital Advisors, LLC | 645 | $22.3K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 631 | $21.8K | 0.01% | +132+26.5% | Added |
| Altshuler Shaham Ltd | 615 | $21.2K | 0.00% | +615 | New |
| AlphaMark Advisors, LLC | 600 | $21.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 612 | $21.0K | 0.01% | +501+451.4% | Added |
| Peoples Financial Services Corp. | 600 | $20.7K | 0.01% | 00.0% | Unchanged |
| Trust Co | 588 | $20.3K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 581 | $20.1K | 0.00% | +581 | New |
| Pin Oak Investment Advisors Inc | 600 | $20.0K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 570 | $19.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 543 | $18.8K | 0.01% | +159+41.4% | Added |
| Legacy Investment Solutions, LLC | 477 | $17.4K | 0.01% | +477 | New |
| Legacy Wealth Managment, LLC | 477 | $17.4K | 0.01% | +477 | New |
| Atlantic Private Wealth, LLC | 500 | $17.3K | 0.01% | +500 | New |
| Raffa Wealth Management, LLC | 488 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 461 | $15.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 456 | $15.7K | 0.00% | +456 | New |
| PSI Advisors, LLC | 453 | $15.6K | 0.00% | +2+0.4% | Added |
| Nordwand Advisors, LLC | 450 | $15.5K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 448 | $15.5K | 0.01% | +2+0.4% | Added |
| Hollencrest Capital Management | 447 | $15.4K | 0.00% | 00.0% | Unchanged |