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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 6,415 | $207.0K | 0.03% | +10.0% | Added |
| Sollinda Capital Management LLC | 6,429 | $207.5K | 0.06% | +30.0% | Added |
| Master's Wealth Management Inc. | 6,450 | $208.1K | 0.11% | +6,450 | New |
| New Capital Management LP | 6,453 | $208.2K | 0.06% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 6,467 | $208.7K | 0.07% | +136+2.1% | Added |
| Fusion Capital, LLC | 6,469 | $208.8K | 0.08% | +5+0.1% | Added |
| 44 Wealth Management LLC | 6,476 | $209.0K | 0.08% | −552−7.9% | Reduced |
| Moneywise, Inc. | 6,518 | $210.3K | 0.11% | 00.0% | Unchanged |
| Strategic Equity Management | 6,518 | $210.3K | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,520 | $210.4K | 0.03% | +300+4.8% | Added |
| Gradient Investments LLC | 6,530 | $210.7K | 0.00% | −62−0.9% | Reduced |
| Stanley-Laman Group, Ltd. | 6,531 | $210.8K | 0.03% | −12−0.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 6,540 | $211.0K | 0.15% | +6,540 | New |
| Mutual Advisors, LLC | 6,414 | $211.5K | 0.01% | −6,017−48.4% | Reduced |
| Quotient Wealth Partners, LLC | 6,567 | $211.9K | 0.01% | +6,567 | New |
| Roehl & Yi Investment Advisors, LLC | 6,571 | $212.1K | 0.12% | +6,571 | New |
| Mirova | 6,578 | $212.3K | 0.04% | −275−4.0% | Reduced |
| Red Wave Investments LLC | 6,592 | $212.7K | 0.07% | +40+0.6% | Added |
| Lakeview Capital Partners, LLC | 6,637 | $214.2K | 0.05% | −865−11.5% | Reduced |
| Carderock Capital Management Inc | 6,650 | $214.6K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 6,657 | $214.8K | 0.10% | −636−8.7% | Reduced |
| Rinkey Investments | 6,660 | $214.9K | 0.07% | +6,660 | New |
| Birch Hill Investment Advisors LLC | 6,700 | $216.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,713 | $216.6K | 0.01% | −10.0% | Reduced |
| LWM Advisory Services, LLC | 6,715 | $216.7K | 0.15% | −2,943−30.5% | Reduced |
| Atlas Brown,Inc. | 6,753 | $217.9K | 0.07% | +59+0.9% | Added |
| M.E. Allison & Co., Inc. | 6,759 | $218.1K | 0.24% | +6,759 | New |
| Middleton & Co Inc | 6,775 | $218.6K | 0.02% | +100+1.5% | Added |
| White Pine Capital LLC | 6,808 | $219.7K | 0.07% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 6,845 | $220.9K | 0.07% | −80−1.2% | Reduced |
| Webster Bank, N. A. | 6,850 | $221.1K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 6,858 | $221.3K | 0.01% | +6,858 | New |
| ICONIQ Capital, LLC | 6,872 | $221.8K | 0.00% | +6,872 | New |
| Madison Asset Management, LLC | 6,888 | $222.3K | 0.00% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 6,888 | $222.3K | 0.00% | +6,888 | New |
| Smith, Moore & Co. | 6,899 | $222.6K | 0.02% | −318−4.4% | Reduced |
| Defender Capital, LLC. | 6,910 | $223.0K | 0.08% | 00.0% | Unchanged |
| Summit X, LLC | 6,931 | $223.7K | 0.05% | +94+1.4% | Added |
| Summit Asset Management, LLC | 6,933 | $223.7K | 0.04% | +12+0.2% | Added |
| Patten & Patten Inc | 6,937 | $223.9K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,984 | $225.4K | 0.02% | −4−0.1% | Reduced |
| Barr E S & Co | 7,000 | $225.9K | 0.01% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 7,000 | $225.9K | 0.04% | +7,000 | New |
| Custom Index Systems, LLC | 7,011 | $226.2K | 0.12% | +171+2.5% | Added |
| ArrowMark Colorado Holdings LLC | 7,020 | $226.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 7,045 | $227.3K | 0.02% | +208+3.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 7,065 | $228.0K | 0.01% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 7,080 | $228.5K | 0.02% | +1,200+20.4% | Added |
| Legacy Advisors, LLC | 7,099 | $229.1K | 0.02% | +576+8.8% | Added |
| Berkeley, Inc | 7,113 | $229.5K | 0.12% | −202,895−96.6% | Reduced |
| Snider Financial Group | 7,118 | $229.7K | 0.07% | +7,118 | New |
| Harbour Investments, Inc. | 7,155 | $230.9K | 0.01% | −134−1.8% | Reduced |
| Papp L Roy & Associates | 7,200 | $232.3K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $232.3K | 0.07% | 00.0% | Unchanged |
| Lee-Kelleher Wealth Management | 7,200 | $232.3K | 0.17% | +7,200 | New |
| Broadwater Capital Management LLC | 7,245 | $233.8K | 0.18% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,248 | $233.9K | 0.06% | +357+5.2% | Added |
| Drive Wealth Management, LLC | 7,258 | $234.2K | 0.06% | −1,155−13.7% | Reduced |
| Fairhaven Wealth Management, LLC | 7,280 | $234.9K | 0.07% | +96+1.3% | Added |
| Allred Capital Management, LLC | 7,295 | $235.4K | 0.09% | +7+0.1% | Added |
| AIA Group Ltd | 7,298 | $235.5K | 0.01% | −3,275−31.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,301 | $235.6K | 0.01% | +132+1.8% | Added |
| Hazlett, Burt & Watson, Inc. | 7,309 | $236.0K | 0.10% | +5+0.1% | Added |
| Zions Bancorporation, N.A. | 7,326 | $236.4K | 0.01% | +533+7.8% | Added |
| Hanson & Doremus Investment Management | 7,349 | $237.0K | 0.04% | −1,741−19.2% | Reduced |
| Ridgewood Investments LLC | 7,353 | $237.3K | 0.11% | +8+0.1% | Added |
| ZWJ Investment Counsel Inc | 7,355 | $237.3K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 7,377 | $238.1K | 0.01% | +153+2.1% | Added |
| Fort Sheridan Advisors LLC | 7,400 | $238.8K | 0.03% | 00.0% | Unchanged |
| Farmers National Bank | 7,403 | $238.9K | 0.07% | +7,403 | New |
| Claret Asset Management Corp | 7,406 | $239.0K | 0.04% | +42+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 7,434 | $239.9K | 0.07% | +225+3.1% | Added |
| KCM Investment Advisors LLC | 7,435 | $239.9K | 0.01% | +52+0.7% | Added |
| Oxford Financial Group Ltd | 7,436 | $240.0K | 0.02% | −44−0.6% | Reduced |
| Guidance Capital, Inc | 7,344 | $240.1K | 0.07% | 00.0% | Unchanged |
| Thomasville National Bank | 7,443 | $240.2K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 7,450 | $240.4K | 0.01% | +7,450 | New |
| Martin Worley Group | 7,454 | $240.5K | 0.15% | +7,454 | New |
| HCR Wealth Advisors | 7,457 | $240.6K | 0.03% | +11+0.1% | Added |
| First Financial Bank - Trust Division | 7,458 | $240.7K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 7,459 | $240.7K | 0.03% | −599−7.4% | Reduced |
| L2 Asset Management, LLC | 7,463 | $240.8K | 0.05% | −290−3.7% | Reduced |
| Childress Capital Advisors, LLC | 7,488 | $241.6K | 0.07% | +746+11.1% | Added |
| Sentry Investment Management LLC | 7,508 | $242.0K | 0.12% | −1,222−14.0% | Reduced |
| Norway Savings Bank | 7,500 | $242.0K | 0.13% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $242.0K | 0.20% | 00.0% | Unchanged |
| Shay Capital LLC | 7,500 | $242.0K | 0.06% | +7,500 | New |
| Consolidated Planning Corp | 7,511 | $242.4K | 0.03% | −145−1.9% | Reduced |
| BNC Wealth Management, LLC | 7,525 | $242.8K | 0.08% | −217−2.8% | Reduced |
| Integrity Alliance, LLC. | 7,527 | $242.9K | 0.03% | +7,527 | New |
| Signet Financial Management, LLC | 7,533 | $243.1K | 0.03% | +45+0.6% | Added |
| Asset Planning,Inc | 7,544 | $243.4K | 0.19% | +7,544 | New |
| Cozad Asset Management Inc | 7,551 | $243.7K | 0.02% | 00.0% | Unchanged |
| Auxier Asset Management | 7,566 | $244.2K | 0.04% | 00.0% | Unchanged |
| West Wealth Group, LLC | 7,582 | $244.7K | 0.07% | +25+0.3% | Added |
| Ferguson Wellman Capital Management, Inc | 7,583 | $244.7K | 0.00% | −539−6.6% | Reduced |
| LMG Wealth Partners, LLC | 7,613 | $245.7K | 0.05% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,614 | $245.7K | 0.02% | 00.0% | Unchanged |
| B&L Asset Management LLC | 7,650 | $246.9K | 0.16% | 00.0% | Unchanged |
| Keel Point, LLC | 7,693 | $248.3K | 0.02% | −808−9.5% | Reduced |