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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 2,323 | $75.0K | 0.00% | +2,323 | New |
| Key Financial Inc | 2,361 | $76.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 2,403 | $77.5K | 0.07% | +38+1.6% | Added |
| UMA Financial Services, Inc. | 2,499 | $80.6K | 0.01% | +2,499 | New |
| Beaird Harris Wealth Management, LLC | 2,512 | $81.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,541 | $82.0K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,641 | $85.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,652 | $86.0K | 0.01% | +110+4.3% | Added |
| Atlantic Trust, LLC | 2,733 | $88.2K | 0.02% | +10+0.4% | Added |
| MV Capital Management, Inc. | 2,756 | $88.9K | 0.01% | +25+0.9% | Added |
| Washington Trust Advisors, Inc. | 2,760 | $89.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,822 | $91.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,865 | $92.0K | 0.02% | +365+14.6% | Added |
| Avion Wealth | 2,856 | $92.0K | 0.02% | +1,761+160.8% | Added |
| Stonebridge Financial Group, LLC | 2,887 | $93.2K | 0.01% | +2,887 | New |
| Pinney & Scofield, Inc. | 2,925 | $94.4K | 0.07% | +2,925 | New |
| DiNuzzo Private Wealth, Inc. | 2,962 | $95.6K | 0.01% | +29+1.0% | Added |
| Kimelman & Baird, LLC | 3,000 | $96.8K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $97.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,028 | $97.7K | 0.02% | +1,507+99.1% | Added |
| Gen-Wealth Partners Inc | 3,032 | $97.8K | 0.04% | −276−8.3% | Reduced |
| MB, Levis & Associates, LLC | 3,034 | $97.9K | 0.05% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3,117 | $100.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 3,186 | $103.0K | 0.06% | +233+7.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 3,222 | $104.0K | 0.01% | −4,978−60.7% | Reduced |
| Financial Management Professionals, Inc. | 3,240 | $104.6K | 0.01% | −27−0.8% | Reduced |
| Coppell Advisory Solutions LLC | 3,282 | $106.0K | 0.02% | +779+31.1% | Added |
| Dunhill Financial, LLC | 3,289 | $106.1K | 0.05% | +112+3.5% | Added |
| Catalyst Capital Advisors LLC | 3,333 | $107.6K | 0.00% | +811+32.2% | Added |
| Vision Financial Markets LLC | 3,400 | $109.7K | 0.12% | +3,400 | New |
| Hexagon Capital Partners LLC | 3,469 | $111.9K | 0.02% | +195+6.0% | Added |
| Centiva Capital, LP | 3,516 | $113.5K | 0.00% | −58,461−94.3% | Reduced |
| Holos Integrated Wealth LLC | 3,520 | $113.6K | 0.08% | +3,520 | New |
| Financial Gravity Companies, Inc. | 3,600 | $116.2K | 0.03% | +3,600 | New |
| TD Capital Management LLC | 3,645 | $117.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,663 | $118.2K | 0.02% | +3,663 | New |
| Core Alternative Capital | 3,702 | $119.5K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,726 | $120.2K | 0.10% | −34−0.9% | Reduced |
| Union Savings Bank | 3,800 | $122.6K | 0.06% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3,821 | $123.3K | 0.00% | +3,365+737.9% | Added |
| Transamerica Financial Advisors, Inc. | 3,834 | $124.0K | 0.01% | +1,924+100.7% | Added |
| Truvestments Capital LLC | 3,912 | $126.2K | 0.03% | −417−9.6% | Reduced |
| Chelsea Counsel Co | 4,100 | $132.3K | 0.07% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4,142 | $133.7K | 0.17% | +4,142 | New |
| Perkins Coie Trust Co | 4,148 | $133.9K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4,300 | $138.8K | 0.01% | +4,300 | New |
| Exchange Traded Concepts, LLC | 4,347 | $140.3K | 0.00% | −3,158−42.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,350 | $140.4K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 4,425 | $142.8K | 0.03% | +3,563+413.3% | Added |
| Bray Capital Advisors | 4,455 | $143.8K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $145.2K | 0.12% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,514 | $145.7K | 0.08% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4,706 | $151.9K | 0.06% | +59+1.3% | Added |
| ZRC Wealth Management, LLC | 4,734 | $152.8K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,740 | $153.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,774 | $154.1K | 0.02% | −1,433−23.1% | Reduced |
| Colonial Trust Advisors | 4,899 | $158.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,935 | $159.3K | 0.02% | −605−10.9% | Reduced |
| Penserra Capital Management LLC | 5,048 | $162.0K | 0.00% | +4,883+2,959.4% | Added |
| Chapman Financial Group, LLC | 5,042 | $162.7K | 0.13% | +5,042 | New |
| Strategic Investment Solutions, Inc. | 4,757 | $163.5K | 0.05% | +44+0.9% | Added |
| Asset Dedication, LLC | 5,172 | $166.9K | 0.01% | −1,231−19.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,177 | $167.1K | 0.11% | −28,380−84.6% | Reduced |
| Richardson Financial Services Inc. | 5,303 | $170.5K | 0.12% | +125+2.4% | Added |
| Quest Partners LLC | 5,385 | $173.8K | 0.02% | −36,079−87.0% | Reduced |
| Paladin Advisory Group, LLC | 5,387 | $173.8K | 0.13% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 5,494 | $177.3K | 0.01% | +5,494 | New |
| Valley National Advisers Inc | 5,550 | $178.0K | 0.03% | −468−7.8% | Reduced |
| Larson Financial Group LLC | 5,605 | $180.9K | 0.01% | −352−5.9% | Reduced |
| CVA Family Office, LLC | 5,801 | $187.2K | 0.03% | +316+5.8% | Added |
| Country Trust Bank | 6,000 | $193.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,035 | $194.7K | 0.02% | −620−9.3% | Reduced |
| Cromwell Holdings LLC | 6,041 | $194.9K | 0.11% | 00.0% | Unchanged |
| Roxbury Financial LLC | 5,382 | $196.7K | 0.19% | +5,382 | New |
| BankPlus Trust Department | 6,130 | $197.8K | 0.06% | +6,130 | New |
| Old Second National Bank of Aurora | 6,136 | $198.0K | 0.05% | −114−1.8% | Reduced |
| GeoWealth Management, LLC | 6,166 | $199.0K | 0.01% | −3,929−38.9% | Reduced |
| Nelson Capital Management, LLC | 6,200 | $200.1K | 0.03% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 6,222 | $200.8K | 0.10% | +46+0.7% | Added |
| Front Row Advisors LLC | 6,240 | $201.4K | 0.07% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 6,278 | $202.6K | 0.15% | −555−8.1% | Reduced |
| KC Investment Advisors, LLC | 6,291 | $203.0K | 0.08% | −850−11.9% | Reduced |
| Alta Advisers Ltd | 6,292 | $203.0K | 0.13% | +492+8.5% | Added |
| Continental Investors Services, Inc. | 6,299 | $203.3K | 0.41% | +22+0.4% | Added |
| Heritage Trust Co | 6,300 | $203.3K | 0.02% | +6,300 | New |
| Pathway Financial Advisors LLC | 6,312 | $203.7K | 0.05% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 6,318 | $203.9K | 0.06% | +6,318 | New |
| American Institute for Advanced Investment Management, LLP | 6,320 | $203.9K | 0.15% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $204.0K | 0.10% | 00.0% | Unchanged |
| GK Wealth Management LLC | 6,323 | $204.0K | 0.26% | +6,323 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,324 | $204.1K | 0.05% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 6,279 | $204.2K | 0.22% | +6,279 | New |
| Soltis Investment Advisors LLC | 6,348 | $204.9K | 0.02% | +6,348 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 6,375 | $205.7K | 0.01% | +50+0.8% | Added |
| denkapparat Operations GmbH | 6,402 | $206.6K | 0.31% | +6,402 | New |
| Resolute Wealth Strategies, LLC | 6,405 | $206.7K | 0.11% | +11+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,144 | $206.7K | 0.00% | −30−0.5% | Reduced |
| Financial Advisory Service, Inc. | 6,407 | $206.8K | 0.02% | +17+0.3% | Added |
| Principal Street Partners, LLC | 6,409 | $206.8K | 0.04% | −28−0.4% | Reduced |
| Lee Financial Co | 6,412 | $206.9K | 0.03% | −164−2.5% | Reduced |