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 |
|---|---|---|---|---|---|
| Sanchez Wealth Management Group | 44,230 | $1.53M | 0.47% | +42+0.1% | Added |
| Waters Parkerson & Co., LLC | 43,865 | $1.51M | 0.08% | 00.0% | Unchanged |
| United Services Automobile Association | 43,874 | $1.51M | 0.04% | −9,688−18.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,831 | $1.51M | 0.05% | +190.0% | Added |
| Los Angeles Capital Management LLC | 43,802 | $1.51M | 0.01% | +33,980+346.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 43,768 | $1.51M | 0.03% | −10,265−19.0% | Reduced |
| Cascade Investment Advisors, Inc. | 43,721 | $1.51M | 0.96% | +100+0.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 43,670 | $1.51M | 0.28% | +27,736+174.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 43,236 | $1.49M | 0.37% | +68+0.2% | Added |
| Intellectus Partners, LLC | 43,234 | $1.49M | 0.38% | +11,462+36.1% | Added |
| Ballentine Partners, LLC | 43,112 | $1.49M | 0.03% | +1,168+2.8% | Added |
| Roundview Capital LLC | 43,060 | $1.49M | 0.11% | +433+1.0% | Added |
| Guardian Investment Management | 42,750 | $1.48M | 1.28% | −27,790−39.4% | Reduced |
| Fingerlakes Wealth Management, Inc. | 42,585 | $1.47M | 1.22% | −347−0.8% | Reduced |
| Traynor Capital Management, Inc. | 42,486 | $1.47M | 0.12% | −773−1.8% | Reduced |
| DAGCO, Inc. | 42,247 | $1.46M | 0.60% | −5,453−11.4% | Reduced |
| Bahl & Gaynor Inc | 42,041 | $1.45M | 0.01% | −223−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 42,026 | $1.45M | 0.04% | −4,911−10.5% | Reduced |
| Foster & Motley Inc | 41,823 | $1.44M | 0.09% | +19,280+85.5% | Added |
| Fiduciary Group LLC | 41,648 | $1.44M | 0.15% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 41,638 | $1.44M | 0.02% | +920+2.3% | Added |
| Quest Partners LLC | 41,464 | $1.43M | 0.13% | −36,496−46.8% | Reduced |
| Marco Investment Management LLC | 41,434 | $1.43M | 0.12% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 41,389 | $1.43M | 0.66% | +50+0.1% | Added |
| Prospera Financial Services Inc | 41,300 | $1.43M | 0.04% | +1,423+3.6% | Added |
| Fidelis Capital Partners, LLC | 42,286 | $1.42M | 0.17% | +10,147+31.6% | Added |
| WBH Advisory Inc | 41,039 | $1.42M | 0.13% | −2,191−5.1% | Reduced |
| Ontario Teachers Pension Plan Board | 40,951 | $1.41M | 0.01% | +80+0.2% | Added |
| Concurrent Investment Advisors, LLC | 40,767 | $1.41M | 0.04% | +408+1.0% | Added |
| First National Bank Sioux Falls | 40,500 | $1.40M | 0.64% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.40M | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 40,296 | $1.39M | 0.07% | +85+0.2% | Added |
| Ancora Advisors, LLC | 40,063 | $1.38M | 0.03% | −97,130−70.8% | Reduced |
| Wealthcare Advisory Partners LLC | 40,055 | $1.38M | 0.04% | −1,196−2.9% | Reduced |
| Portman Square Capital LLP | 40,007 | $1.38M | 0.46% | −5,409−11.9% | Reduced |
| Stratos Wealth Partners, LTD. | 39,868 | $1.38M | 0.02% | −605−1.5% | Reduced |
| Studio Investment Management LLC | 39,695 | $1.37M | 0.29% | −2,404−5.7% | Reduced |
| StoneX Group Inc. | 39,651 | $1.37M | 0.10% | +801+2.1% | Added |
| Moneta Group Investment Advisors LLC | 39,602 | $1.37M | 0.02% | +200+0.5% | Added |
| V-Square Quantitative Management LLC | 39,278 | $1.36M | 0.20% | +4,371+12.5% | Added |
| Jacobi Capital Management LLC | 39,118 | $1.35M | 0.10% | +131+0.3% | Added |
| CenterBook Partners LP | 39,089 | $1.35M | 0.08% | −126,249−76.4% | Reduced |
| Conway Capital Management, Inc. | 39,000 | $1.35M | 0.65% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 38,738 | $1.34M | 0.07% | −289−0.7% | Reduced |
| Nilsine Partners, LLC | 38,490 | $1.33M | 0.17% | −33−0.1% | Reduced |
| Linscomb & Williams, Inc. | 38,432 | $1.33M | 0.07% | 00.0% | Unchanged |
| First Hawaiian Bank | 38,264 | $1.32M | 0.04% | +6,252+19.5% | Added |
| Dynamic Advisor Solutions LLC | 38,246 | $1.32M | 0.04% | +2,360+6.6% | Added |
| Sovereign Financial Group, Inc. | 38,210 | $1.32M | 0.31% | +577+1.5% | Added |
| Clifford Swan Investment Counsel LLC | 38,107 | $1.32M | 0.05% | −2,700−6.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 37,926 | $1.31M | 0.50% | −105−0.3% | Reduced |
| Pitcairn Co | 37,885 | $1.31M | 0.08% | −561−1.5% | Reduced |
| Kanawha Capital Management LLC | 37,806 | $1.31M | 0.09% | −787−2.0% | Reduced |
| Massachusetts Wealth Management | 37,610 | $1.30M | 0.82% | +270+0.7% | Added |
| Raab & Moskowitz Asset Management LLC | 37,230 | $1.29M | 0.33% | −192−0.5% | Reduced |
| Congress Park Capital LLC | 37,190 | $1.28M | 0.48% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 36,860 | $1.27M | 0.36% | −24,895−40.3% | Reduced |
| Lindbrook Capital, LLC | 36,691 | $1.27M | 0.11% | −109−0.3% | Reduced |
| Spirit of America Management Corp | 36,600 | $1.26M | 0.25% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.26M | 0.42% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 36,560 | $1.26M | 0.05% | +861+2.4% | Added |
| Cullen Investment Group, Ltd. | 36,487 | $1.26M | 0.19% | −223−0.6% | Reduced |
| Chatham Capital Group, Inc. | 36,431 | $1.26M | 0.21% | +225+0.6% | Added |
| Gsa Capital Partners LLP | 36,276 | $1.25M | 0.09% | −12,481−25.6% | Reduced |
| Abn Amro Investment Solutions | 36,203 | $1.25M | 0.02% | −1,827−4.8% | Reduced |
| Perigon Wealth Management, LLC | 35,786 | $1.24M | 0.03% | −392−1.1% | Reduced |
| Gibraltar Capital Management, Inc. | 35,680 | $1.23M | 0.55% | −101−0.3% | Reduced |
| Equitable Holdings, Inc. | 35,543 | $1.23M | 0.01% | +256+0.7% | Added |
| Sapient Capital LLC | 35,477 | $1.23M | 0.02% | +55+0.2% | Added |
| J.W. Cole Advisors, Inc. | 35,401 | $1.22M | 0.05% | +309+0.9% | Added |
| Western Wealth Management, LLC | 35,255 | $1.22M | 0.07% | −872−2.4% | Reduced |
| Advisory Alpha, LLC | 35,245 | $1.22M | 0.04% | −4,902−12.2% | Reduced |
| Weil Company, Inc. | 35,200 | $1.22M | 0.40% | 00.0% | Unchanged |
| Country Club Bank | 35,114 | $1.21M | 0.08% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 34,319 | $1.21M | 0.12% | +18,312+114.4% | Added |
| Shelton Wealth Management, LLC | 34,497 | $1.19M | 0.68% | +2,578+8.1% | Added |
| CWM Advisors, LLC | 34,195 | $1.18M | 0.12% | −1,334−3.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 34,176 | $1.18M | 0.02% | +14,400+72.8% | Added |
| Cobblestone Asset Management LLC | 34,046 | $1.18M | 0.71% | +120+0.4% | Added |
| Wellington Shields & Co., LLC | 33,847 | $1.17M | 0.36% | +3,847+12.8% | Added |
| Vaughan David Investments LLC | 33,776 | $1.17M | 0.03% | −700−2.0% | Reduced |
| Cascade Financial Partners, LLC | 34,410 | $1.16M | 0.15% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 31,882 | $1.16M | 0.16% | −2,749−7.9% | Reduced |
| Pinnacle Financial Partners Inc | 33,676 | $1.16M | 0.02% | −1,031−3.0% | Reduced |
| WealthTrust Axiom LLC | 33,616 | $1.16M | 0.34% | −1,500−4.3% | Reduced |
| VELA Investment Management, LLC | 33,585 | $1.16M | 0.40% | +33+0.1% | Added |
| Sheets Smith Wealth Management | 33,563 | $1.16M | 0.14% | −3,118−8.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,557 | $1.16M | 0.04% | −512−1.5% | Reduced |
| Everhart Financial Group, Inc. | 33,309 | $1.15M | 0.25% | +1,387+4.3% | Added |
| NewEdge Wealth, LLC | 33,208 | $1.15M | 0.02% | +16,807+102.5% | Added |
| Daymark Wealth Partners, LLC | 33,119 | $1.14M | 0.05% | +462+1.4% | Added |
| Aviance Capital Partners, LLC | 33,119 | $1.14M | 0.15% | +3,402+11.4% | Added |
| Csenge Advisory Group | 32,595 | $1.14M | 0.06% | −2,621−7.4% | Reduced |
| Citizens Financial Group Inc | 32,997 | $1.14M | 0.02% | −2,192−6.2% | Reduced |
| Valmark Advisers, Inc. | 32,666 | $1.13M | 0.02% | +276+0.9% | Added |
| Sienna Gestion | 32,741 | $1.13M | 0.08% | +32,741 | New |
| Modera Wealth Management, LLC | 32,545 | $1.12M | 0.01% | −2,795−7.9% | Reduced |
| Walleye Capital LLC | 32,509 | $1.12M | 0.01% | −932,706−96.6% | Reduced |
| Integrated Wealth Concepts LLC | 32,240 | $1.11M | 0.01% | −8,253−20.4% | Reduced |
| United Community Bank | 32,107 | $1.11M | 0.43% | +3,079+10.6% | Added |