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 |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 32,042 | $1.11M | 0.33% | +32,042 | New |
| Transcend Wealth Collective, LLC | 31,980 | $1.10M | 0.07% | −709−2.2% | Reduced |
| Avidian Wealth Solutions, LLC | 31,924 | $1.10M | 0.05% | −40.0% | Reduced |
| Applied Finance Capital Management, LLC | 31,923 | $1.10M | 0.05% | +2,440+8.3% | Added |
| Bridgewater Advisors Inc. | 33,080 | $1.10M | 0.12% | −34−0.1% | Reduced |
| Horizon Investments, LLC | 31,841 | $1.10M | 0.03% | −516−1.6% | Reduced |
| Weatherly Asset Management L. P. | 31,786 | $1.10M | 0.10% | 00.0% | Unchanged |
| Vident Advisory, LLC | 31,691 | $1.09M | 0.03% | −108,154−77.3% | Reduced |
| Washington Trust Co | 31,637 | $1.09M | 0.04% | +150.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 31,554 | $1.09M | 0.10% | −1,200−3.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 31,514 | $1.09M | 0.80% | +1,684+5.6% | Added |
| Paradigm Asset Management Co LLC | 31,500 | $1.09M | 0.28% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 31,459 | $1.09M | 0.03% | +275+0.9% | Added |
| Harbour Trust & Investment Management Co | 31,325 | $1.08M | 0.12% | −206−0.7% | Reduced |
| Private Trust Co NA | 31,092 | $1.07M | 0.11% | −24−0.1% | Reduced |
| Biltmore Wealth Management, LLC | 31,065 | $1.07M | 0.44% | +1,587+5.4% | Added |
| Creative Financial Designs Inc | 30,806 | $1.06M | 0.09% | +120.0% | Added |
| Norden Group LLC | 30,674 | $1.06M | 0.13% | +10,154+49.5% | Added |
| Point72 Hong Kong Ltd | 30,659 | $1.06M | 0.08% | +30,659 | New |
| Intrust Bank NA | 30,643 | $1.06M | 0.11% | −315−1.0% | Reduced |
| Systematic Financial Management LP | 30,600 | $1.06M | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 30,306 | $1.05M | 0.10% | +11,730+63.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 30,219 | $1.04M | 0.22% | −150−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 30,172 | $1.04M | 0.10% | −140.0% | Reduced |
| Fulton Bank, N.A. | 30,156 | $1.04M | 0.04% | +192+0.6% | Added |
| Essex Financial Services, Inc. | 30,708 | $1.04M | 0.07% | −100−0.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 30,000 | $1.04M | 0.05% | −1,800−5.7% | Reduced |
| Harbor Advisors LLC | 30,000 | $1.04M | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 29,974 | $1.04M | 0.05% | +108+0.4% | Added |
| Vista Investment Management | 29,949 | $1.03M | 0.39% | +915+3.2% | Added |
| Busey Wealth Management | 29,920 | $1.03M | 0.03% | +328+1.1% | Added |
| Lowe Brockenbrough & Co Inc | 29,766 | $1.03M | 0.07% | +448+1.5% | Added |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.02M | 0.21% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 29,495 | $1.02M | 0.29% | +2,218+8.1% | Added |
| Community Trust & Investment Co | 29,454 | $1.02M | 0.06% | +2,100+7.7% | Added |
| Fruth Investment Management | 29,300 | $1.01M | 0.26% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 29,219 | $1.01M | 0.07% | −392−1.3% | Reduced |
| Navalign, LLC | 29,166 | $1.01M | 0.30% | −193−0.7% | Reduced |
| Wedbush Securities Inc | 29,096 | $1.00M | 0.04% | −13,938−32.4% | Reduced |
| Howland Capital Management LLC | 29,103 | $1.00M | 0.04% | +207+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 28,975 | $1.00M | 0.04% | −4,104−12.4% | Reduced |
| Ullmann Financial Group, Inc. | 28,902 | $998.0K | 0.13% | −1,669−5.5% | Reduced |
| Acorn Wealth Advisors, LLC | 28,779 | $993.7K | 0.43% | −76−0.3% | Reduced |
| Horan Securities, Inc. | 28,776 | $993.6K | 0.38% | 00.0% | Unchanged |
| L.M. Kohn & Company | 28,745 | $992.6K | 0.25% | +187+0.7% | Added |
| Westfield Capital Management Co LP | 28,590 | $987.2K | 0.00% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 28,508 | $984.4K | 0.10% | −467−1.6% | Reduced |
| STF Management LP | 28,410 | $981.0K | 0.45% | −2,800−9.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 28,399 | $980.6K | 0.04% | −206−0.7% | Reduced |
| Shell Asset Management Co | 28,389 | $980.0K | 0.04% | +28,389 | New |
| Legacy Private Trust Co. | 28,135 | $971.5K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28,070 | $969.3K | 0.03% | +220+0.8% | Added |
| Arkadios Wealth Advisors | 27,710 | $956.8K | 0.05% | +74+0.3% | Added |
| Sonora Investment Management Group, LLC | 27,666 | $955.3K | 0.07% | +1,929+7.5% | Added |
| Stony Point Wealth Management Inc. | 27,592 | $952.7K | 0.40% | +20+0.1% | Added |
| Heritage Wealth Management, Inc. | 27,574 | $952.1K | 0.31% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 27,508 | $949.9K | 0.09% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 27,349 | $944.4K | 0.56% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 27,285 | $942.1K | 0.04% | +27,285 | New |
| Adirondack Trust Co | 27,115 | $936.0K | 0.36% | −212−0.8% | Reduced |
| Wealthspire Advisors, LLC | 26,927 | $929.8K | 0.01% | −3,870−12.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 26,890 | $928.5K | 0.59% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 26,701 | $922.0K | 0.03% | +26+0.1% | Added |
| Morse Asset Management, Inc | 26,700 | $922.0K | 0.20% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 27,389 | $916.2K | 0.58% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 26,321 | $908.9K | 0.16% | +615+2.4% | Added |
| Brookstone Capital Management | 26,206 | $904.9K | 0.01% | −1,098−4.0% | Reduced |
| Summit Financial, LLC | 26,198 | $904.6K | 0.04% | +115+0.4% | Added |
| Threadgill Financial, LLC | 26,107 | $901.5K | 0.54% | +433+1.7% | Added |
| Thoroughbred Financial Services, LLC | 26,079 | $900.0K | 0.06% | +133+0.5% | Added |
| Continuum Advisory, LLC | 25,259 | $900.0K | 0.11% | +1,449+6.1% | Added |
| Northstar Group, Inc. | 25,989 | $897.4K | 0.16% | 00.0% | Unchanged |
| RMR Wealth Builders | 25,974 | $896.9K | 0.10% | +173+0.7% | Added |
| William B. Walkup & Associates, Inc. | 25,923 | $895.1K | 0.55% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 25,905 | $894.2K | 0.18% | +45+0.2% | Added |
| Bridgefront Capital, LLC | 25,892 | $894.1K | 0.34% | −3,926−13.2% | Reduced |
| Great Valley Advisor Group, Inc. | 25,899 | $893.9K | 0.02% | +3,252+14.4% | Added |
| Walker Asset Management, LLC | 25,743 | $888.9K | 0.55% | +36+0.1% | Added |
| Diversified Trust Co | 25,724 | $888.2K | 0.02% | −6,005−18.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 25,677 | $886.6K | 0.33% | +25,677 | New |
| Cadinha & Co LLC | 25,616 | $884.5K | 0.15% | −30−0.1% | Reduced |
| Boston Financial Mangement LLC | 25,612 | $884.4K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 25,603 | $884.1K | 0.07% | +6,310+32.7% | Added |
| Smartleaf Asset Management LLC | 25,500 | $880.5K | 0.11% | +5,190+25.6% | Added |
| Quantum Private Wealth, LLC | 25,446 | $878.7K | 0.30% | −200−0.8% | Reduced |
| Principal Securities, Inc. | 25,319 | $874.3K | 0.02% | +2,278+9.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 25,309 | $873.9K | 0.09% | +3,834+17.9% | Added |
| Benin Management CORP | 25,300 | $873.6K | 0.25% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25,223 | $871.0K | 0.01% | −775−3.0% | Reduced |
| Syon Capital LLC | 25,217 | $870.7K | 0.08% | +595+2.4% | Added |
| Sage Investment Advisers LLC | 25,050 | $865.0K | 0.91% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 25,031 | $864.3K | 0.36% | +25,031 | New |
| Werlinich Asset Management, LLC | 25,026 | $864.1K | 0.50% | 00.0% | Unchanged |
| Leo Wealth, LLC | 24,998 | $863.2K | 0.08% | +3,665+17.2% | Added |
| Checchi Capital Advisers, LLC | 24,991 | $863.0K | 0.06% | −232−0.9% | Reduced |
| Bryn Mawr Trust Co | 24,970 | $862.2K | 0.02% | +18,049+260.8% | Added |
| Aberdeen Wealth Management LLC | 24,800 | $856.3K | 0.56% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 24,685 | $852.4K | 0.46% | −30−0.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 24,591 | $849.1K | 0.09% | +12,837+109.2% | Added |
| DRW Securities, LLC | 24,535 | $847.2K | 0.05% | −53,717−68.6% | Reduced |