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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 30,668 | $989.7K | 0.10% | −424−1.4% | Reduced |
| Creative Financial Designs Inc | 30,689 | $990.3K | 0.08% | −117−0.4% | Reduced |
| Consolidated Portfolio Review Corp | 30,772 | $993.0K | 0.16% | +30,772 | New |
| Wilkins Investment Counsel Inc | 31,000 | $1.00M | 0.14% | +7,600+32.5% | Added |
| Biltmore Wealth Management, LLC | 31,040 | $1.00M | 0.42% | −25−0.1% | Reduced |
| Covey Capital Advisors, LLC | 31,179 | $1.01M | 1.14% | −21,414−40.7% | Reduced |
| Harbour Trust & Investment Management Co | 31,325 | $1.01M | 0.12% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 31,383 | $1.01M | 0.09% | +6,792+27.6% | Added |
| Cascade Financial Partners, LLC | 31,410 | $1.01M | 0.13% | −3,000−8.7% | Reduced |
| Washington Trust Co | 31,637 | $1.02M | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 31,649 | $1.02M | 0.06% | −946−2.9% | Reduced |
| Avidian Wealth Solutions, LLC | 31,729 | $1.02M | 0.05% | −195−0.6% | Reduced |
| Yoffe Investment Management, LLC | 31,770 | $1.03M | 1.52% | +31,770 | New |
| Everhart Financial Group, Inc. | 31,775 | $1.03M | 0.21% | −1,534−4.6% | Reduced |
| Weatherly Asset Management L. P. | 31,786 | $1.03M | 0.09% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 31,827 | $1.03M | 0.77% | +313+1.0% | Added |
| Mission Wealth Management, LP | 31,905 | $1.03M | 0.02% | +446+1.4% | Added |
| First Hawaiian Bank | 31,911 | $1.03M | 0.03% | −6,353−16.6% | Reduced |
| AA Financial Advisors, LLC | 31,914 | $1.03M | 0.27% | +2,419+8.2% | Added |
| Net Worth Advisory Group | 32,001 | $1.03M | 0.31% | −41−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 35,897 | $1.03M | 0.18% | −21,504−37.5% | Reduced |
| Essex Financial Services, Inc. | 32,083 | $1.04M | 0.07% | +1,375+4.5% | Added |
| United Community Bank | 32,092 | $1.04M | 0.40% | −150.0% | Reduced |
| Congress Park Capital LLC | 32,190 | $1.04M | 0.38% | −5,000−13.4% | Reduced |
| Daymark Wealth Partners, LLC | 32,197 | $1.04M | 0.04% | −922−2.8% | Reduced |
| Horizon Investments, LLC | 32,377 | $1.04M | 0.03% | +536+1.7% | Added |
| Valmark Advisers, Inc. | 32,622 | $1.05M | 0.02% | −44−0.1% | Reduced |
| Sienna Gestion | 32,741 | $1.06M | 0.07% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 32,932 | $1.06M | 0.11% | −148−0.4% | Reduced |
| Abn Amro Investment Solutions | 32,838 | $1.06M | 0.02% | −3,365−9.3% | Reduced |
| Sig Brokerage, LP | 32,952 | $1.06M | 0.50% | +32,952 | New |
| Pinnacle Financial Partners Inc | 33,169 | $1.07M | 0.02% | −507−1.5% | Reduced |
| Jump Financial, LLC | 33,243 | $1.07M | 0.02% | −19,819−37.4% | Reduced |
| Sonora Investment Management Group, LLC | 33,419 | $1.08M | 0.08% | +5,753+20.8% | Added |
| Grandview Asset Management LLC | 33,460 | $1.08M | 0.40% | +33,460 | New |
| Sabal Trust CO | 33,513 | $1.08M | 0.06% | +15,968+91.0% | Added |
| Sheets Smith Wealth Management | 33,563 | $1.08M | 0.13% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 33,601 | $1.08M | 0.26% | +33,601 | New |
| Congress Wealth Management LLC | 33,680 | $1.09M | 0.01% | +33,680 | New |
| Vaughan David Investments LLC | 33,776 | $1.09M | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 33,847 | $1.09M | 0.33% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 34,137 | $1.10M | 0.23% | −2,723−7.4% | Reduced |
| Cobblestone Asset Management LLC | 34,168 | $1.10M | 0.72% | +122+0.4% | Added |
| Applied Finance Capital Management, LLC | 34,232 | $1.10M | 0.05% | +2,309+7.2% | Added |
| Morningstar Investment Management LLC | 34,319 | $1.11M | 0.09% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 34,589 | $1.12M | 0.98% | +34,589 | New |
| Vinva Investment Management Ltd | 34,995 | $1.13M | 0.04% | −53,936−60.6% | Reduced |
| Gibraltar Capital Management, Inc. | 35,034 | $1.13M | 0.50% | −646−1.8% | Reduced |
| Weil Company, Inc. | 35,200 | $1.14M | 0.39% | 00.0% | Unchanged |
| Country Club Bank | 35,410 | $1.14M | 0.08% | +296+0.8% | Added |
| Dynamic Advisor Solutions LLC | 35,299 | $1.14M | 0.05% | −2,947−7.7% | Reduced |
| First National Trust Co | 35,303 | $1.14M | 0.04% | −105,168−74.9% | Reduced |
| Advisory Alpha, LLC | 35,356 | $1.14M | 0.04% | +111+0.3% | Added |
| Raab & Moskowitz Asset Management LLC | 35,409 | $1.14M | 0.28% | −1,821−4.9% | Reduced |
| CAPROCK Group, Inc. | 35,423 | $1.14M | 0.04% | −1,137−3.1% | Reduced |
| Sovereign Financial Group, Inc. | 35,568 | $1.15M | 0.26% | −2,642−6.9% | Reduced |
| Western Wealth Management, LLC | 35,607 | $1.15M | 0.06% | +352+1.0% | Added |
| J.W. Cole Advisors, Inc. | 35,701 | $1.15M | 0.05% | +300+0.8% | Added |
| Perigon Wealth Management, LLC | 35,168 | $1.16M | 0.03% | −618−1.7% | Reduced |
| Boston Private Wealth LLC | 36,032 | $1.16M | 0.02% | +36,032 | New |
| Sapient Capital LLC | 36,069 | $1.16M | 0.02% | +592+1.7% | Added |
| Americana Partners, LLC | 36,104 | $1.17M | 0.05% | −12,506−25.7% | Reduced |
| Boston Financial Mangement LLC | 36,346 | $1.17M | 0.04% | +10,734+41.9% | Added |
| Chatham Capital Group, Inc. | 36,431 | $1.18M | 0.19% | 00.0% | Unchanged |
| Ostrum Asset Management | 36,498 | $1.18M | 0.10% | +26,032+248.7% | Added |
| Icon Advisers Inc | 36,500 | $1.18M | 0.27% | −33,000−47.5% | Reduced |
| Spirit of America Management Corp | 36,600 | $1.18M | 0.24% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.18M | 0.38% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 36,966 | $1.19M | 1.06% | +36,966 | New |
| Cullen Investment Group, Ltd. | 37,005 | $1.19M | 0.18% | +518+1.4% | Added |
| Kanawha Capital Management LLC | 37,090 | $1.20M | 0.09% | −716−1.9% | Reduced |
| Lindbrook Capital, LLC | 37,115 | $1.20M | 0.11% | +424+1.2% | Added |
| Fifth Third Wealth Advisors LLC | 37,288 | $1.20M | 0.07% | −18,427−33.1% | Reduced |
| CWM Advisors, LLC | 37,342 | $1.21M | 0.13% | +3,147+9.2% | Added |
| Massachusetts Wealth Management | 37,360 | $1.21M | 0.74% | −250−0.7% | Reduced |
| Traynor Capital Management, Inc. | 37,403 | $1.21M | 0.09% | −5,083−12.0% | Reduced |
| Equitable Holdings, Inc. | 37,574 | $1.21M | 0.01% | +2,031+5.7% | Added |
| Pitcairn Co | 37,616 | $1.21M | 0.07% | −269−0.7% | Reduced |
| Searle & Co. | 37,692 | $1.22M | 0.35% | +37,692 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 37,792 | $1.22M | 0.48% | −134−0.4% | Reduced |
| Leavell Investment Management, Inc. | 38,045 | $1.23M | 0.06% | −693−1.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 38,107 | $1.23M | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 38,259 | $1.23M | 0.21% | +16,787+78.2% | Added |
| Linscomb & Williams, Inc. | 38,432 | $1.24M | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 38,544 | $1.24M | 0.02% | −1,058−2.7% | Reduced |
| Conway Capital Management, Inc. | 39,000 | $1.26M | 0.56% | 00.0% | Unchanged |
| Studio Investment Management LLC | 39,087 | $1.26M | 0.27% | −608−1.5% | Reduced |
| Prospera Financial Services Inc | 39,239 | $1.27M | 0.03% | −2,061−5.0% | Reduced |
| Jacobi Capital Management LLC | 39,522 | $1.28M | 0.10% | +404+1.0% | Added |
| DAGCO, Inc. | 40,005 | $1.29M | 0.43% | −2,242−5.3% | Reduced |
| Associated Banc-Corp | 40,028 | $1.29M | 0.04% | −15,506−27.9% | Reduced |
| Nilsine Partners, LLC | 40,180 | $1.30M | 0.14% | +1,690+4.4% | Added |
| Smithfield Trust Co | 40,236 | $1.30M | 0.06% | −60−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 40,325 | $1.30M | 0.04% | +270+0.7% | Added |
| First National Bank Sioux Falls | 40,500 | $1.31M | 0.56% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.31M | 0.04% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 42,815 | $1.31M | 0.02% | +42,815 | New |
| Ancora Advisors, LLC | 40,564 | $1.31M | 0.03% | +501+1.3% | Added |
| Steel Peak Wealth Management LLC | 40,582 | $1.31M | 0.05% | +40,582 | New |
| Stratos Wealth Partners, LTD. | 40,620 | $1.31M | 0.02% | +752+1.9% | Added |