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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.

Institutional holdersQ3 2024: 1,672 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ3 2024: $49.0B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2024.

Institutions holding CSX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Resources Investment Advisors, LLC.68,011$2.35M0.03%+522+0.8%Added
Alps Advisors Inc67,999$2.35M0.02%−26,094−27.7%Reduced
Petredis Investment Advisors LLC67,691$2.34M0.25%+226+0.3%Added
Ossiam67,651$2.34M0.05%−21,962−24.5%Reduced
Family Legacy, Inc.67,634$2.34M0.78%00.0%Unchanged
Benjamin Edwards Inc66,074$2.28M0.03%+54,792+485.7%Added
Wright Investors Service Inc65,967$2.28M0.60%+30,700+87.1%Added
Banco de Sabadell, S.A65,009$2.25M1.68%+5,092+8.5%Added
Investment Management Corp of Ontario64,909$2.24M0.05%+10,942+20.3%Added
Wetherby Asset Management Inc64,531$2.23M0.10%−2,533−3.8%Reduced
Westpac Banking Corp64,349$2.22M0.15%+64,349New
Ronald Blue Trust, Inc.66,189$2.21M0.03%+14,953+29.2%Added
Proequities, Inc.64,102$2.21M0.13%+4,787+8.1%Added
Garrett Investment Advisors LLC64,016$2.21M0.22%+3,649+6.0%Added
Erste Asset Management GmbH63,839$2.20M0.03%+6,516+11.4%Added
Metis Global Partners, LLC63,455$2.19M0.07%+729+1.2%Added
Martingale Asset Management L P63,371$2.19M0.05%+40.0%Added
Cedar Mountain Advisors, LLC63,319$2.19M0.49%+10.0%Added
Veriti Management LLC63,317$2.19M0.12%+4,266+7.2%Added
IHT Wealth Management, LLC62,300$2.15M0.06%+11,986+23.8%Added
AAFMAA Wealth Management & Trust LLC62,223$2.15M0.95%+3,194+5.4%Added
Centiva Capital, LP61,977$2.14M0.10%+8,866+16.7%Added
Aspen Investment Management Inc61,708$2.13M0.99%00.0%Unchanged
Barnett & Company, Inc.61,650$2.13M1.41%+5,700+10.2%Added
HB Wealth Management, LLC61,465$2.12M0.02%+781+1.3%Added
Northwestern Mutual Investment Management Company, LLC61,446$2.12M0.05%−767−1.2%Reduced
Raymond James Trust N.A.60,813$2.10M0.05%−7,605−11.1%Reduced
Illinois Municipal Retirement Fund60,666$2.09M0.03%00.0%Unchanged
Ascent Group, LLC60,652$2.09M0.16%−14,533−19.3%Reduced
Commerzbank Aktiengesellschaft60,637$2.09M0.06%+18,849+45.1%Added
Wulff, Hansen & Co.60,285$2.08M1.96%−5,253−8.0%Reduced
First Business Financial Services, Inc.60,236$2.08M0.21%+4,767+8.6%Added
Wesbanco Bank Inc59,805$2.07M0.07%−3,023−4.8%Reduced
Community Bank, N.A.59,580$2.06M0.26%00.0%Unchanged
Atria Wealth Solutions, Inc.59,128$2.04M0.02%−6,824−10.3%Reduced
Bradley Foster & Sargent Inc59,074$2.04M0.03%+2,757+4.9%Added
Beese Fulmer Investment Management, Inc.58,986$2.04M0.17%−347−0.6%Reduced
Williams Jones Wealth Management, LLC.58,788$2.03M0.02%−53−0.1%Reduced
Spire Wealth Management58,764$2.03M0.07%−83,992−58.8%Reduced
Y-Intercept (Hong Kong) Ltd58,615$2.02M0.12%+58,615New
Value Partners Investments Inc.58,257$2.02M0.16%+3,894+7.2%Added
Neville Rodie & Shaw Inc58,014$2.00M0.15%00.0%Unchanged
New England Asset Management Inc57,460$1.98M0.31%−4,040−6.6%Reduced
Umb Bank N A57,406$1.98M0.03%+8,003+16.2%Added
Kentucky Retirement Systems Insurance Trust Fund57,401$1.98M0.14%−5,653−9.0%Reduced
Community Bank & Trust, Waco, Texas56,867$1.96M0.44%+4,804+9.2%Added
Donaldson Capital Management, LLC56,227$1.94M0.07%−2,252−3.9%Reduced
Howard Capital Management Inc.56,132$1.94M0.03%+56,132New
Resonant Capital Advisors, LLC55,963$1.93M0.14%+1,962+3.6%Added
Chapin Davis, Inc.55,803$1.93M0.62%−5,082−8.3%Reduced
Fifth Third Wealth Advisors LLC55,715$1.92M0.12%+3,395+6.5%Added
Associated Banc-Corp55,534$1.92M0.06%+310+0.6%Added
Meridian Management Co54,628$1.89M0.48%−40.0%Reduced
Lido Advisors, LLC53,546$1.85M0.01%−2,506−4.5%Reduced
Woodmont Investment Counsel LLC53,286$1.84M0.14%00.0%Unchanged
Venture Visionary Partners LLC53,216$1.84M0.08%+520+1.0%Added
Jump Financial, LLC53,062$1.83M0.04%−165,195−75.7%Reduced
Apollon Wealth Management, LLC52,994$1.83M0.05%−2,052−3.7%Reduced
Prio Wealth Limited Partnership52,668$1.82M0.05%00.0%Unchanged
Zurich Insurance Group Ltd52,600$1.82M0.02%00.0%Unchanged
Covey Capital Advisors, LLC52,593$1.82M2.01%−9,972−15.9%Reduced
Balyasny Asset Management LLC52,525$1.81M0.00%−3,253,033−98.4%Reduced
Kingsview Wealth Management, LLC52,411$1.81M0.04%−2,496−4.5%Reduced
Community Bank of Raymore52,120$1.80M1.36%−21,000−28.7%Reduced
MAI Capital Management51,962$1.79M0.02%−5,495−9.6%Reduced
City Holding Co51,817$1.79M0.25%−2,994−5.5%Reduced
Meeder Advisory Services, Inc.51,376$1.77M0.11%−1,232−2.3%Reduced
Eastern Bank51,011$1.76M0.03%+51,011New
FineMark National Bank & Trust50,974$1.76M0.06%−3,628−6.6%Reduced
Everence Capital Management Inc50,801$1.75M0.11%−13,160−20.6%Reduced
Bath Savings Trust Co50,214$1.73M0.17%−328−0.6%Reduced
Liontrust Investment Partners LLP51,687$1.73M0.02%00.0%Unchanged
Kahn Brothers Group Inc49,820$1.72M0.30%00.0%Unchanged
D.B. Root & Company, LLC49,742$1.72M0.57%+4,369+9.6%Added
Coldstream Capital Management Inc49,446$1.71M0.04%+2,189+4.6%Added
Farmers & Merchants Investments Inc49,535$1.71M0.05%−3,000−5.7%Reduced
Firethorn Wealth Partners, LLC49,448$1.71M0.87%−264−0.5%Reduced
Pinnacle Wealth Management Advisory Group, LLC49,333$1.70M0.16%−841−1.7%Reduced
Tokio Marine Asset Management Co Ltd49,306$1.70M0.07%+2,929+6.3%Added
TCW Group Inc49,225$1.70M0.01%+12,142+32.7%Added
Carmel Capital Partners, LLC49,137$1.70M0.65%+81+0.2%Added
Hudson Canyon Capital Management48,879$1.69M1.09%00.0%Unchanged
Americana Partners, LLC48,610$1.68M0.11%00.0%Unchanged
Outfitter Financial LLC48,250$1.67M1.37%−2,030−4.0%Reduced
Clearbridge Investments, LLC48,199$1.66M0.00%−18,510−27.7%Reduced
BLB&B Advisors, LLC48,191$1.66M0.09%−1,167−2.4%Reduced
Sigma Planning Corp47,687$1.65M0.05%+2,100+4.6%Added
Pflug Koory, LLC47,142$1.63M0.80%+47,142New
Valeo Financial Advisors, LLC46,920$1.62M0.05%−476−1.0%Reduced
Warren Averett Asset Management, LLC46,847$1.62M0.03%−1,288−2.7%Reduced
Ables, Iannone, Moore & Associates, Inc.46,745$1.61M1.04%−125−0.3%Reduced
Foundations Investment Advisors, LLC46,079$1.59M0.03%−4,819−9.5%Reduced
Weiss Asset Management LP46,079$1.59M0.04%+46,079New
Fiduciary Trust Co45,944$1.59M0.02%−2,907−6.0%Reduced
Churchill Management Corp45,925$1.59M0.02%−1,589−3.3%Reduced
Kinneret Advisory, LLC45,513$1.57M0.14%−597−1.3%Reduced
Sumitomo Life Insurance Co45,141$1.56M0.03%+1,101+2.5%Added
Capital Investment Advisors, LLC44,781$1.55M0.03%+6,575+17.2%Added
Cornercap Investment Counsel Inc44,475$1.54M0.45%−69,745−61.1%Reduced
Citadel Investment Advisory, Inc.44,360$1.53M0.81%+1,650+3.9%Added