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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.

Institutional holdersQ4 2024: 1,725 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 heldQ4 2024: $47.3B
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, Q4 2024

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2024.

Institutions holding CSX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Legend Financial Advisors, Inc.660$21.3K0.02%+660New
Operose Advisors LLC664$21.4K0.01%−1,152−63.4%Reduced
Ameriflex Group, Inc.659$21.7K0.01%+659New
Darwin Advisors, LLC672$21.7K0.01%−1,022−60.3%Reduced
Silicon Valley Capital Partners676$21.8K0.00%+2+0.3%Added
Mascoma Wealth Management LLC681$22.0K0.01%00.0%Unchanged
YANKCOM Partnership702$22.7K0.01%+702New
Midwest Capital Advisors, LLC712$23.0K0.02%+712New
Pacific Center for Financial Services720$23.2K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc737$23.8K0.01%+48+7.0%Added
Retirement Wealth Solutions LLC760$24.2K0.02%+760New
Hallmark Capital Management Inc750$24.2K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd750$24.2K0.01%+750New
Park Square Financial Group, LLC751$24.2K0.02%+751New
Painted Porch Advisors LLC781$25.2K0.01%00.0%Unchanged
Monetary Management Group Inc800$25.8K0.01%00.0%Unchanged
Coston, McIsaac & Partners827$26.0K0.01%+2+0.2%Added
Caldwell Sutter Capital, Inc.821$26.5K0.01%00.0%Unchanged
Thompson Investment Management, Inc.825$26.6K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC846$27.3K0.01%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.851$27.5K0.02%+851New
REAP Financial Group, LLC869$28.1K0.01%+150+20.9%Added
FSA Wealth Management LLC884$28.5K0.01%−370−29.5%Reduced
Itau Unibanco Holding S.A.887$28.6K0.00%+115+14.9%Added
Carolinas Wealth Consulting LLC899$29.0K0.01%−18−2.0%Reduced
Peoples Bank900$29.0K0.02%−300−25.0%Reduced
Bellevue Asset Management, LLC900$29.0K0.01%00.0%Unchanged
ORG Partners LLC900$29.0K0.00%00.0%Unchanged
Fairscale Capital, LLC900$29.0K0.03%00.0%Unchanged
Accredited Wealth Management, LLC900$29.0K0.03%+900New
Fourth Dimension Wealth, LLC900$29.0K0.02%+900New
Kennebec Savings Bank917$29.2K0.03%−1,022−52.7%Reduced
Valued Wealth Advisors LLC953$30.8K0.02%+110+13.0%Added
SBI Securities Co., Ltd.963$31.1K0.00%+963New
Arcadia Investment Management Corp999$32.2K0.01%−565−36.1%Reduced
Burkett Financial Services, LLC1,000$32.3K0.01%+4+0.4%Added
Park Place Capital Corp1,002$32.3K0.01%00.0%Unchanged
Tortoise Investment Management, LLC1,005$32.4K0.00%00.0%Unchanged
Sierra Ocean, LLC1,010$32.6K0.03%+1,010New
Cornerstone Planning Group LLC970$32.6K0.01%+134+16.0%Added
McIlrath & Eck, LLC1,020$32.9K0.00%−2,250−68.8%Reduced
Clean Yield Group1,029$33.2K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1,040$33.6K0.00%+714+219.0%Added
Addison Advisors LLC1,045$33.7K0.01%00.0%Unchanged
Barrett & Company, Inc.1,046$33.8K0.01%00.0%Unchanged
Center for Financial Planning, Inc.1,070$34.5K0.00%+720+205.7%Added
Kiely Wealth Advisory Group, Inc.1,050$34.7K0.02%00.0%Unchanged
Meeder Asset Management Inc1,091$35.2K0.00%+746+216.2%Added
American National Bank1,101$35.5K0.00%00.0%Unchanged
Atala Financial Inc1,101$35.5K0.02%+1,101New
Financial Network Wealth Advisors LLC1,104$35.6K0.07%−858−43.7%Reduced
Fortitude Family Office, LLC1,110$35.8K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd1,123$36.2K0.04%+1,123New
Salomon & Ludwin, LLC1,125$36.3K0.00%00.0%Unchanged
Peterson Wealth Services1,125$36.3K0.01%00.0%Unchanged
Millstone Evans Group, LLC1,134$36.6K0.02%+1,134New
Mowery & Schoenfeld Wealth Management, LLC1,151$37.1K0.07%+1,151New
Cape Investment Advisory, Inc.1,155$37.3K0.01%+43+3.9%Added
Wingate Wealth Advisors, Inc.1,200$38.7K0.04%+1,200New
Empirical Asset Management, LLC36,360$39.2K0.01%+825+2.3%Added
Newbridge Financial Services Group, Inc.1,218$39.3K0.01%+1,218New
Private Wealth Management Group, LLC1,244$40.1K0.02%−7−0.6%Reduced
Synergy Financial Management, LLC1,194$41.2K0.00%+1,194New
West Paces Advisors Inc.1,320$42.6K0.01%00.0%Unchanged
Putney Financial Group LLC1,350$43.6K0.04%+1,350New
Financial Connections Group, Inc.1,371$44.0K0.02%00.0%Unchanged
Godsey & Gibb Associates1,381$44.6K0.00%00.0%Unchanged
Rise Advisors, LLC1,392$44.9K0.02%+21+1.5%Added
JFS Wealth Advisors, LLC1,419$45.8K0.00%−7,914−84.8%Reduced
Ethos Financial Group, LLC1,444$46.6K0.01%+1,444New
CBIZ Investment Advisory Services, LLC1,484$47.9K0.00%+1+0.1%Added
Farmers & Merchants Trust Co of Chambersburg PA1,500$48.0K0.02%−300−16.7%Reduced
Orion Capital Management LLC1,527$49.3K0.02%+1,527New
Bullock Wealth Management Group1,581$51.0K0.03%+3+0.2%Added
CoreFirst Bank & Trust1,599$51.6K0.03%00.0%Unchanged
Atlantic Private Wealth, LLC1,625$52.4K0.04%+1,125+225.0%Added
Frazier Financial Advisors, LLC1,640$52.7K0.04%00.0%Unchanged
MRP Capital Investments, LLC1,650$53.2K0.05%−750−31.3%Reduced
Princeton Global Asset Management LLC1,696$54.7K0.01%−1,365−44.6%Reduced
Nemes Rush Group LLC1,718$55.4K0.01%+5+0.3%Added
GW&K Investment Management, LLC1,748$56.0K0.00%−5−0.3%Reduced
Centricity Wealth Management, LLC1,760$56.8K0.05%+1,760New
Acima Private Wealth, LLC1,800$58.1K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.1,833$59.2K0.03%+1+0.1%Added
Moisand Fitzgerald Tamayo, LLC1,847$59.6K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.1,864$60.2K0.02%+906+94.6%Added
Richards, Merrill & Peterson, Inc.1,871$60.4K0.03%+1,871New
Riggs Asset Managment Co. Inc.1,935$62.2K0.02%00.0%Unchanged
Kelly Lawrence W & Associates Inc1,950$62.9K0.01%00.0%Unchanged
Financial Perspectives, Inc2,001$64.6K0.02%−51−2.5%Reduced
WFA Asset Management Corp2,008$64.8K0.04%+7+0.3%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,080$67.1K0.02%00.0%Unchanged
Provenance Wealth Advisors, LLC2,096$67.6K0.01%00.0%Unchanged
Lavaca Capital LLC2,136$68.9K0.03%+2,136New
Avalon Trust Co2,160$69.7K0.00%00.0%Unchanged
Loomis Sayles & Co L P2,180$70.0K0.00%+2,180New
Gleason Group, Inc.2,194$70.8K0.01%+8+0.4%Added
Silvant Capital Management LLC2,199$71.0K0.00%00.0%Unchanged
Bernard Wealth Management Corp.2,286$73.8K0.03%+2,286New
Oliver Lagore Vanvalin Investment Group2,318$74.8K0.02%+10.0%Added