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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 7,709 | $248.8K | 0.03% | +64+0.8% | Added |
| Centaurus Financial, Inc. | 7,730 | $249.0K | 0.02% | −200−2.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,717 | $249.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 7,733 | $249.5K | 0.05% | −173,000−95.7% | Reduced |
| Wealth Effects LLC | 7,740 | $249.8K | 0.09% | −70−0.9% | Reduced |
| Franklin Street Advisors Inc | 7,770 | $251.0K | 0.02% | +7,770 | New |
| Southland Equity Partners LLC | 7,782 | $251.1K | 0.06% | +92+1.2% | Added |
| Zuckerman Investment Group, LLC | 7,731 | $251.3K | 0.02% | +7,731 | New |
| Broderick Brian C | 7,800 | $251.7K | 0.05% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 7,800 | $251.7K | 0.08% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,806 | $251.9K | 0.01% | +220+2.9% | Added |
| LRI Investments, LLC | 7,879 | $254.3K | 0.02% | +1,948+32.8% | Added |
| Belpointe Asset Management LLC | 7,437 | $254.9K | 0.02% | +463+6.6% | Added |
| Oak Hill Wealth Advisors, LLC | 7,930 | $255.9K | 0.06% | +7,930 | New |
| Exchange Bank | 7,933 | $256.0K | 0.21% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $256.1K | 0.04% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 7,941 | $256.3K | 0.06% | +695+9.6% | Added |
| Baker Tilly Wealth Management, LLC | 7,956 | $256.7K | 0.10% | +311+4.1% | Added |
| Logan Capital Management Inc | 7,970 | $257.2K | 0.01% | −820−9.3% | Reduced |
| Baldwin Investment Management, LLC | 7,973 | $257.3K | 0.03% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 8,007 | $258.4K | 0.14% | −26,490−76.8% | Reduced |
| Grimes & Company, Inc. | 8,033 | $259.2K | 0.01% | +183+2.3% | Added |
| Woodward Diversified Capital, LLC | 8,044 | $259.6K | 0.19% | −5,016−38.4% | Reduced |
| Obsidian Personal Planning Solutions LLC | 7,911 | $260.0K | 0.13% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 8,192 | $260.3K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 8,075 | $260.6K | 0.04% | +24+0.3% | Added |
| Tyche Wealth Partners LLC | 8,104 | $261.5K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 8,151 | $263.0K | 0.10% | −594−6.8% | Reduced |
| DRW Securities, LLC | 8,182 | $264.0K | 0.02% | −16,353−66.7% | Reduced |
| Mather Group, LLC. | 8,193 | $264.4K | 0.00% | −296−3.5% | Reduced |
| Gratus Wealth Advisors, LLC | 8,201 | $264.6K | 0.04% | +10+0.1% | Added |
| LexAurum Advisors, LLC | 8,211 | $265.0K | 0.05% | +99+1.2% | Added |
| Allegheny Financial Group LTD | 8,252 | $266.3K | 0.07% | −2,856−25.7% | Reduced |
| Alhambra Investment Partners LLC | 8,292 | $267.6K | 0.14% | +342+4.3% | Added |
| Holistic Financial Partners | 8,311 | $268.2K | 0.13% | +122+1.5% | Added |
| Legacy Edge Advisors, LLC | 8,359 | $268.7K | 0.04% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 8,330 | $268.8K | 0.46% | +702+9.2% | Added |
| CGC Financial Services, LLC | 8,332 | $268.9K | 0.11% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 8,343 | $269.2K | 0.00% | +30+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 8,377 | $270.3K | 0.02% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 8,381 | $270.5K | 0.30% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $271.1K | 0.15% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 8,400 | $271.1K | 0.07% | +5,100+154.5% | Added |
| Capital Analysts, LLC | 8,429 | $272.0K | 0.01% | +2,402+39.9% | Added |
| Sovereign Investment Advisors, LLC | 8,437 | $272.3K | 0.08% | +8,437 | New |
| Regent Peak Wealth Advisors LLC | 8,447 | $272.6K | 0.06% | +25+0.3% | Added |
| TrinityPoint Wealth, LLC | 8,459 | $273.0K | 0.04% | +931+12.4% | Added |
| Norris Perne & French LLP | 8,486 | $273.8K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,511 | $274.7K | 0.02% | +30.0% | Added |
| Texas Yale Capital Corp. | 8,525 | $275.1K | 0.01% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 8,532 | $275.3K | 0.07% | +8,522+85,220.0% | Added |
| Eagle Wealth Strategies LLC | 8,563 | $276.3K | 0.20% | +7+0.1% | Added |
| Live Oak Private Wealth LLC | 8,581 | $276.9K | 0.05% | 00.0% | Unchanged |
| Alteri Wealth LLC | 8,623 | $278.3K | 0.08% | +8,623 | New |
| Davis Capital Management | 8,637 | $278.7K | 0.23% | 00.0% | Unchanged |
| Bank of Hawaii | 8,655 | $279.3K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,658 | $279.4K | 0.03% | +19+0.2% | Added |
| YHB Investment Advisors, Inc. | 8,667 | $279.7K | 0.02% | −150−1.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,687 | $280.3K | 0.00% | +2,568+42.0% | Added |
| Univest Financial Corp | 8,688 | $280.4K | 0.02% | −288−3.2% | Reduced |
| Willner & Heller, LLC | 8,689 | $280.4K | 0.25% | +350+4.2% | Added |
| Mascagni Wealth Management, Inc. | 9,562 | $281.4K | 0.28% | +9,562 | New |
| Farther Finance Advisors, LLC | 8,772 | $283.1K | 0.01% | +518+6.3% | Added |
| Mattern Wealth Management LLC | 8,784 | $283.5K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8,826 | $284.8K | 0.04% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 8,842 | $285.3K | 0.01% | +689+8.5% | Added |
| Connors Investor Services Inc | 8,885 | $286.7K | 0.03% | −100−1.1% | Reduced |
| Evermay Wealth Management LLC | 8,929 | $288.1K | 0.04% | −26−0.3% | Reduced |
| Verdence Capital Advisors LLC | 8,948 | $288.7K | 0.02% | +19+0.2% | Added |
| IFG Advisors, LLC | 8,976 | $289.7K | 0.06% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 8,983 | $289.9K | 0.03% | +21+0.2% | Added |
| Cito Capital Group, LLC | 9,000 | $290.0K | 0.11% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 9,010 | $290.0K | 0.11% | +9,010 | New |
| CFM Wealth Partners LLC | 8,998 | $290.4K | 0.05% | −11,665−56.5% | Reduced |
| Capital Advisors Inc | 8,999 | $290.4K | 0.01% | −42−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 9,000 | $290.4K | 0.05% | 00.0% | Unchanged |
| RB Capital Management, LLC | 9,000 | $290.4K | 0.07% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 9,000 | $290.4K | 0.07% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 9,010 | $290.8K | 0.14% | +9,010 | New |
| Sage Private Wealth Group, LLC | 9,021 | $291.1K | 0.22% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 9,031 | $291.4K | 0.03% | −12,791−58.6% | Reduced |
| Lion Street Advisors, LLC | 9,032 | $291.5K | 0.09% | −377−4.0% | Reduced |
| FSM Wealth Advisors, LLC | 8,850 | $291.8K | 0.07% | +198+2.3% | Added |
| MCF Advisors LLC | 9,101 | $293.7K | 0.02% | −12−0.1% | Reduced |
| Renaissance Investment Group LLC | 9,110 | $294.0K | 0.06% | −240−2.6% | Reduced |
| Diversified Enterprises, LLC | 9,118 | $294.2K | 0.03% | +153+1.7% | Added |
| Advisors Asset Management, Inc. | 9,160 | $295.6K | 0.01% | −30.0% | Reduced |
| Midland Wealth Advisors LLC | 9,168 | $295.9K | 0.02% | −500−5.2% | Reduced |
| Lake Street Financial LLC | 9,182 | $296.3K | 0.05% | −383−4.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,193 | $296.7K | 0.01% | +522+6.0% | Added |
| PFG Advisors | 9,200 | $296.9K | 0.02% | −9,963−52.0% | Reduced |
| Avestar Capital, LLC | 9,200 | $296.9K | 0.03% | −940−9.3% | Reduced |
| Leonteq Securities AG | 9,209 | $297.2K | 0.03% | +1,835+24.9% | Added |
| Sittner & Nelson, LLC | 9,216 | $297.4K | 0.13% | −287−3.0% | Reduced |
| Central Trust Co | 9,326 | $301.0K | 0.01% | −202−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,369 | $302.4K | 0.00% | −385−3.9% | Reduced |
| Wealth Group, Ltd. | 9,390 | $303.0K | 0.20% | +9,390 | New |
| Berkshire Asset Management LLC | 9,274 | $303.2K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,439 | $303.6K | 0.03% | −157,574−94.3% | Reduced |
| Johnson Financial Group, Inc. | 9,243 | $303.8K | 0.01% | −624−6.3% | Reduced |