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, Q4 2024
Institutional positions in CSX Corp as of Dec 31, 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
- 1,725
- +84 vs. Q3 2024
- Shares held
- 1.47B
- +48.6M (+3.4%) vs. Q3 2024
- Total value
- $47.3B
- −$1.62B (−3.3%) vs. Q3 2024
- New holders
- 209
- 590 more added
- Sold out
- 125
- 604 more reduced
31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abbot Financial Management, Inc. | 23,705 | $765.0K | 0.38% | −200−0.8% | Reduced |
| Shell Asset Management Co | 23,729 | $766.0K | 0.03% | −4,660−16.4% | Reduced |
| Diversify Advisory Services, LLC | 24,104 | $766.0K | 0.04% | +273+1.1% | Added |
| Ambassador Advisors, LLC | 23,841 | $769.3K | 0.13% | +392+1.7% | Added |
| Frank, Rimerman Advisors LLC | 23,997 | $774.4K | 0.06% | +1,386+6.1% | Added |
| Erste Asset Management GmbH | 24,001 | $779.1K | 0.01% | −39,838−62.4% | Reduced |
| PBMares Wealth Management LLC | 24,201 | $781.0K | 0.16% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 24,233 | $782.0K | 0.14% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 24,265 | $783.0K | 0.23% | −9,351−27.8% | Reduced |
| Aviso Financial Inc. | 24,291 | $783.9K | 0.04% | +590+2.5% | Added |
| Wolverine Trading, LLC | 24,390 | $784.1K | 0.02% | +9,789+67.0% | Added |
| Partners Wealth Management, LLC | 24,304 | $784.3K | 0.89% | +24,304 | New |
| South State Corp. | 24,318 | $784.7K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 24,349 | $785.8K | 0.06% | +6,019+32.8% | Added |
| Bryn Mawr Trust Co | 24,362 | $786.2K | 0.01% | −608−2.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,451 | $789.0K | 0.08% | +450+1.9% | Added |
| Mystic Asset Management, Inc. | 24,558 | $792.5K | 0.21% | +2,550+11.6% | Added |
| Checchi Capital Advisers, LLC | 24,586 | $793.4K | 0.06% | −405−1.6% | Reduced |
| Aberdeen Wealth Management LLC | 24,800 | $800.3K | 0.55% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 24,853 | $802.0K | 0.05% | +863+3.6% | Added |
| Werlinich Asset Management, LLC | 25,026 | $804.6K | 0.47% | 00.0% | Unchanged |
| Benin Management CORP | 25,100 | $810.0K | 0.22% | −200−0.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 25,112 | $810.4K | 0.09% | −197−0.8% | Reduced |
| Pensionmark Financial Group, LLC | 25,251 | $814.9K | 0.02% | +9,106+56.4% | Added |
| Northstar Group, Inc. | 25,429 | $820.6K | 0.14% | −560−2.2% | Reduced |
| Quantum Private Wealth, LLC | 25,446 | $821.1K | 0.26% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25,534 | $824.0K | 0.11% | +275+1.1% | Added |
| Cadinha & Co LLC | 25,616 | $826.6K | 0.14% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 25,661 | $828.1K | 0.52% | −262−1.0% | Reduced |
| Merit Financial Group, LLC | 25,664 | $828.2K | 0.01% | +8,412+48.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 25,677 | $828.6K | 0.31% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 25,779 | $831.9K | 0.51% | +36+0.1% | Added |
| Callan Family Office, LLC | 26,014 | $839.5K | 0.05% | +26,014 | New |
| RMR Wealth Builders | 26,123 | $843.0K | 0.09% | +149+0.6% | Added |
| GWN Securities Inc. | 25,893 | $846.5K | 0.23% | +25,893 | New |
| Pittenger & Anderson Inc | 26,356 | $850.5K | 0.03% | −345−1.3% | Reduced |
| Commonwealth Financial Services, LLC | 26,607 | $858.6K | 0.17% | +702+2.7% | Added |
| Morse Asset Management, Inc | 26,700 | $861.6K | 0.20% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 26,949 | $866.4K | 0.09% | +1,449+5.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 26,890 | $867.7K | 0.56% | 00.0% | Unchanged |
| Principal Securities, Inc. | 26,933 | $869.1K | 0.02% | +1,614+6.4% | Added |
| Portside Wealth Group, LLC | 26,974 | $870.5K | 0.14% | +653+2.5% | Added |
| Thoroughbred Financial Services, LLC | 27,013 | $871.0K | 0.05% | +934+3.6% | Added |
| CoreCap Advisors, LLC | 26,997 | $871.2K | 0.04% | −288−1.1% | Reduced |
| TCW Group Inc | 27,076 | $873.7K | 0.01% | −22,149−45.0% | Reduced |
| Adirondack Trust Co | 27,087 | $874.1K | 0.33% | −28−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 27,189 | $877.4K | 0.03% | −1,210−4.3% | Reduced |
| TD Private Client Wealth LLC | 27,247 | $879.3K | 0.02% | −823−2.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 27,349 | $882.6K | 0.52% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 27,352 | $882.6K | 0.01% | −13,599−33.2% | Reduced |
| Community Trust & Investment Co | 27,354 | $882.7K | 0.05% | −2,100−7.1% | Reduced |
| E Fund Management Co., Ltd. | 27,475 | $886.6K | 0.04% | +6,470+30.8% | Added |
| Lyell Wealth Management, LP | 27,508 | $887.7K | 0.08% | 00.0% | Unchanged |
| LMR Partners LLP | 27,560 | $889.4K | 0.02% | +27,560 | New |
| Stony Point Wealth Management Inc. | 27,572 | $889.7K | 0.35% | −20−0.1% | Reduced |
| Heritage Wealth Management, Inc. | 27,574 | $889.8K | 0.30% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 27,700 | $893.9K | 1.03% | +27,700 | New |
| Edgemoor Investment Advisors, Inc. | 27,750 | $895.5K | 0.08% | +7,500+37.0% | Added |
| Sawgrass Asset Management LLC | 27,919 | $900.9K | 0.10% | −589−2.1% | Reduced |
| L.M. Kohn & Company | 27,952 | $902.0K | 0.23% | −793−2.8% | Reduced |
| Panagora Asset Management Inc | 28,139 | $908.0K | 0.00% | +7,559+36.7% | Added |
| Integrated Wealth Concepts LLC | 28,163 | $908.8K | 0.01% | −4,077−12.6% | Reduced |
| Novem Group | 28,208 | $910.3K | 0.14% | +28,208 | New |
| Cary Street Partners Financial LLC | 28,235 | $911.1K | 0.03% | +28,235 | New |
| City Holding Co | 28,323 | $913.9K | 0.13% | −23,494−45.3% | Reduced |
| Criterion Capital Advisors, LLC | 27,389 | $916.2K | 0.58% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 28,467 | $918.6K | 0.12% | +28,467 | New |
| Aviance Capital Partners, LLC | 28,525 | $920.5K | 0.13% | −4,594−13.9% | Reduced |
| Acorn Wealth Advisors, LLC | 28,665 | $925.0K | 0.38% | −114−0.4% | Reduced |
| Horan Securities, Inc. | 28,776 | $928.6K | 0.35% | 00.0% | Unchanged |
| IFP Advisors, Inc | 28,781 | $928.8K | 0.03% | +11,080+62.6% | Added |
| Wedbush Securities Inc | 28,834 | $930.0K | 0.03% | −262−0.9% | Reduced |
| Ullmann Financial Group, Inc. | 28,913 | $933.0K | 0.12% | +110.0% | Added |
| Wealthspire Advisors, LLC | 28,948 | $934.1K | 0.01% | +2,021+7.5% | Added |
| Howland Capital Management LLC | 29,103 | $939.2K | 0.04% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 29,104 | $939.2K | 0.12% | −2,778−8.7% | Reduced |
| GAMMA Investing LLC | 29,144 | $940.5K | 0.08% | −1,162−3.8% | Reduced |
| Intrust Bank NA | 29,183 | $941.7K | 0.10% | −1,460−4.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 29,231 | $943.3K | 0.07% | +3,628+14.2% | Added |
| Fruth Investment Management | 29,300 | $945.0K | 0.26% | 00.0% | Unchanged |
| Navalign, LLC | 29,299 | $945.5K | 0.28% | +133+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 29,318 | $946.1K | 0.06% | −448−1.5% | Reduced |
| Oak Thistle LLC | 29,413 | $949.2K | 0.28% | +22,874+349.8% | Added |
| STF Management LP | 29,438 | $950.0K | 0.43% | +1,028+3.6% | Added |
| Vista Investment Management | 29,439 | $950.0K | 0.36% | −510−1.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 29,500 | $952.0K | 0.20% | 00.0% | Unchanged |
| Summit Financial, LLC | 29,634 | $956.3K | 0.03% | +3,436+13.1% | Added |
| Snowden Capital Advisors LLC | 29,687 | $958.0K | 0.03% | +11,636+64.5% | Added |
| Busey Wealth Management | 29,786 | $961.2K | 0.03% | −134−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 29,850 | $963.0K | 0.05% | −150−0.5% | Reduced |
| Harbor Advisors LLC | 30,000 | $968.1K | 0.15% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30,026 | $968.9K | 0.09% | −146−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 30,256 | $976.4K | 0.20% | +37+0.1% | Added |
| Modera Wealth Management, LLC | 30,333 | $978.8K | 0.01% | −2,212−6.8% | Reduced |
| Stratos Wealth Advisors, LLC | 30,378 | $980.3K | 0.05% | +404+1.3% | Added |
| Confluence Wealth Services, Inc. | 29,223 | $983.9K | 0.06% | +40.0% | Added |
| Fulton Bank, N.A. | 30,505 | $984.4K | 0.04% | +349+1.2% | Added |
| Transcend Wealth Collective, LLC | 30,551 | $985.9K | 0.07% | −1,429−4.5% | Reduced |
| Systematic Financial Management LP | 30,600 | $987.5K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 30,630 | $988.4K | 0.11% | −44−0.1% | Reduced |