Skip to main content

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
South State Corp.24,318$839.7K0.06%−300−1.2%Reduced
Wellington Shields Capital Management, LLC24,233$836.8K0.15%00.0%Unchanged
PBMares Wealth Management LLC24,201$835.7K0.17%−12,210−33.5%Reduced
Rehmann Capital Advisory Group23,990$830.1K0.05%+306+1.3%Added
Folger Nolan Fleming Douglas Capital Management, Inc24,001$828.8K0.08%−550−2.2%Reduced
XML Financial, LLC23,955$827.2K0.08%−830−3.3%Reduced
Quadrant Capital Group LLC23,944$826.8K0.06%−1,288−5.1%Reduced
Abbot Financial Management, Inc.23,905$825.4K0.42%−100−0.4%Reduced
Massmutual Trust Co FSB23,893$825.0K0.02%+100+0.4%Added
Main Street Financial Solutions, LLC23,755$820.3K0.08%−707−2.9%Reduced
Aviso Financial Inc.23,701$818.4K0.04%+1,498+6.7%Added
Whitener Capital Management, Inc.23,490$811.1K0.23%+360+1.6%Added
Ambassador Advisors, LLC23,449$809.7K0.14%−1,900−7.5%Reduced
Wilkins Investment Counsel Inc23,400$808.0K0.11%−100−0.4%Reduced
Pioneer Trust Bank N A23,385$807.5K0.21%00.0%Unchanged
McKinley Carter Wealth Services, Inc.23,364$806.8K0.05%00.0%Unchanged
Diversify Advisory Services, LLC23,831$806.7K0.04%−826−3.3%Reduced
MidWestOne Financial Group, Inc.23,294$804.3K0.11%00.0%Unchanged
RMR Capital Management, LLC23,278$803.8K0.68%00.0%Unchanged
Pacific Global Investment Management CO23,268$803.5K0.15%−62−0.3%Reduced
Financial Strategies Group, Inc.22,761$803.2K0.19%+880+4.0%Added
Genesee Capital Advisors, LLC23,193$800.9K0.39%−3,491−13.1%Reduced
Rodgers Brothers Inc.23,125$798.5K0.10%00.0%Unchanged
Cullinan Associates Inc23,600$797.3K0.04%+2,600+12.4%Added
Prosperity Consulting Group, LLC23,055$796.1K0.06%+9,862+74.8%Added
Welch & Forbes LLC23,024$795.0K0.01%+1,174+5.4%Added
Valley Brook Capital Group22,950$792.5K0.57%−1,075−4.5%Reduced
Rossmore Private Capital22,890$790.4K0.10%00.0%Unchanged
Frank, Rimerman Advisors LLC22,611$780.8K0.06%+649+3.0%Added
Midwest Financial Group LLC22,600$780.0K0.46%−500−2.2%Reduced
Sanders Morris Harris LLC22,500$776.9K0.13%00.0%Unchanged
Sound View Wealth Advisors Group, LLC22,480$776.2K0.06%+160+0.7%Added
Colonial Trust Co22,386$773.0K0.12%+100.0%Added
WMS Partners, LLC22,384$772.9K0.04%+2,221+11.0%Added
Davidson Trust Co22,340$771.4K0.40%+2,942+15.2%Added
Grove Bank & Trust22,247$768.2K0.11%−3,274−12.8%Reduced
Accurate Wealth Management, LLC21,568$765.6K0.15%−70,932−76.7%Reduced
Tributary Capital Management, LLC22,150$764.8K0.06%−850−3.7%Reduced
New Republic Capital, LLC22,027$760.6K0.44%+112+0.5%Added
Mystic Asset Management, Inc.22,008$759.9K0.29%00.0%Unchanged
LaSalle St. Investment Advisors, LLC21,999$759.0K0.30%00.0%Unchanged
Landscape Capital Management, L.L.C.21,822$753.5K0.08%+21,822New
Livforsakringsbolaget Skandia, Omsesidigt21,805$752.7K0.04%+17,352+389.7%Added
Inspire Advisors, LLC21,766$751.6K0.09%+23+0.1%Added
Redwood Wealth Management Group, LLC21,713$749.8K0.37%−20−0.1%Reduced
Independence Bank of Kentucky21,640$747.2K0.16%−50−0.2%Reduced
Lakeside Advisors, INC.21,600$745.8K0.47%00.0%Unchanged
TBH Global Asset Management, LLC21,494$742.2K0.16%00.0%Unchanged
Campbell & CO Investment Adviser LLC21,476$741.6K0.06%−28,682−57.2%Reduced
Versor Investments LP21,472$741.4K0.12%+5,054+30.8%Added
Resources Management Corp21,411$739.0K0.10%−400−1.8%Reduced
RIA Advisory Group LLC21,195$731.9K0.26%+21,195New
E Fund Management Co., Ltd.21,005$725.3K0.04%+1,376+7.0%Added
Brave Asset Management Inc20,928$722.6K0.18%00.0%Unchanged
Embree Financial Group20,902$721.7K0.13%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.20,778$717.5K0.09%−30−0.1%Reduced
Chicago Trust Co NA20,718$715.4K0.12%+532+2.6%Added
Castle Wealth Management LLC20,676$713.9K0.29%+2,201+11.9%Added
CFM Wealth Partners LLC20,663$713.5K0.12%+1,515+7.9%Added
Canandaigua National Bank & Trust Co20,637$712.6K0.07%+375+1.9%Added
Panagora Asset Management Inc20,580$710.6K0.00%−66−0.3%Reduced
Sandy Spring Bank20,574$710.4K0.03%+231+1.1%Added
Tritonpoint Wealth, LLC20,544$709.4K0.06%+225+1.1%Added
St Germain D J Co Inc20,409$704.7K0.03%+145+0.7%Added
Optas, LLC20,311$701.3K0.16%−258−1.3%Reduced
Catalyst Financial Partners LLC20,297$700.8K0.14%+6,266+44.7%Added
SK Wealth Management, LLC21,586$700.7K0.36%+21,586New
Edgemoor Investment Advisors, Inc.20,250$699.2K0.06%00.0%Unchanged
Intrepid Capital Management Inc20,228$698.5K0.39%00.0%Unchanged
Peoples Bank20,173$696.6K0.36%−1,150−5.4%Reduced
Silvercrest Asset Management Group LLC20,145$695.6K0.00%+552+2.8%Added
Patriot Investment Management Inc.20,111$694.4K0.05%−416−2.0%Reduced
Cigna Investments Inc20,082$694.0K0.12%−569−2.8%Reduced
Clarius Group, LLC20,137$693.5K0.05%−307−1.5%Reduced
Tocqueville Asset Management L.P.19,952$688.9K0.01%00.0%Unchanged
Nations Financial Group Inc,19,860$685.8K0.05%−980−4.7%Reduced
Southeast Asset Advisors Inc.19,854$685.6K0.08%00.0%Unchanged
Choate Investment Advisors19,840$685.1K0.02%−660−3.2%Reduced
Tradewinds, LLC.19,829$684.7K0.21%+30.0%Added
Legacy Wealth Asset Management, LLC19,668$679.1K0.18%+94+0.5%Added
Unigestion Holding SA19,634$678.0K0.03%−5,049−20.5%Reduced
Cobblestone Capital Advisors LLC19,630$677.8K0.04%00.0%Unchanged
Boyd Watterson Asset Management LLC19,597$676.7K0.19%−84−0.4%Reduced
Empire Financial Management Company, LLC19,526$674.2K0.21%00.0%Unchanged
First Command Advisory Services, Inc.19,523$674.1K0.01%00.0%Unchanged
We Are One Seven, LLC19,517$673.9K0.03%−1,891−8.8%Reduced
Independent Financial Group, LLC19,494$673.1K0.02%−278−1.4%Reduced
Pettyjohn, Wood & White, Inc19,475$672.5K0.12%−250−1.3%Reduced
ARS Wealth Advisors Group, LLC19,244$664.5K0.08%00.0%Unchanged
PFG Advisors19,163$661.7K0.04%−535−2.7%Reduced
One Capital Management, LLC19,051$657.8K0.02%00.0%Unchanged
Forum Financial Management, LP19,016$656.6K0.01%+125+0.7%Added
PFG Investments, LLC19,015$656.6K0.04%+60.0%Added
Flagship Harbor Advisors, LLC18,958$654.6K0.04%−204−1.1%Reduced
Mayfair Advisory Group, LLC18,905$652.0K0.41%−75−0.4%Reduced
Kapstone Financial Advisors LLC18,778$648.4K0.39%00.0%Unchanged
Appleton Partners Inc18,748$647.0K0.05%00.0%Unchanged
Boston Trust Walden Corp18,672$644.7K0.00%00.0%Unchanged
Integrated Investment Consultants, LLC18,600$642.3K0.14%−1,089−5.5%Reduced
Nicolet Bankshares Inc18,538$640.1K0.16%00.0%Unchanged