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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 9,453 | $305.0K | 0.03% | +464+5.2% | Added |
| Caption Management, LLC | 9,476 | $305.8K | 0.01% | +9,476 | New |
| Forte Capital LLC | 9,480 | $305.9K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 9,489 | $306.2K | 0.02% | +134+1.4% | Added |
| Knollwood Investment Advisory, LLC | 9,493 | $306.3K | 0.03% | −8,807−48.1% | Reduced |
| Estabrook Capital Management | 9,505 | $306.7K | 0.05% | −370−3.7% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 9,533 | $307.6K | 0.16% | −125−1.3% | Reduced |
| Caldwell Trust Co | 9,605 | $310.0K | 0.03% | −141−1.4% | Reduced |
| Pines Wealth Management, LLC | 9,772 | $310.6K | 0.14% | +9,772 | New |
| Armstrong, Fleming & Moore, Inc | 9,630 | $310.8K | 0.19% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 9,665 | $312.0K | 0.03% | +9,665 | New |
| Mill Creek Capital Advisors, LLC | 9,681 | $312.4K | 0.01% | −158−1.6% | Reduced |
| New Century Financial Group, LLC | 9,665 | $312.6K | 0.13% | −1,086−10.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,787 | $315.8K | 0.05% | +10.0% | Added |
| Los Angeles Capital Management LLC | 9,822 | $317.0K | 0.00% | −33,980−77.6% | Reduced |
| LSV Asset Management | 9,900 | $319.0K | 0.00% | −6,000−37.7% | Reduced |
| Curran Financial Partners, LLC | 9,907 | $319.7K | 0.08% | +67+0.7% | Added |
| Legacy Financial Advisors, Inc. | 9,976 | $321.9K | 0.05% | −363−3.5% | Reduced |
| Tiemann Investment Advisors, LLC | 9,985 | $322.2K | 0.14% | +300+3.1% | Added |
| Level Four Advisory Services, LLC | 9,990 | $322.4K | 0.01% | +1,449+17.0% | Added |
| Concord Wealth Partners | 9,995 | $322.5K | 0.05% | −83−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 9,998 | $322.6K | 0.05% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,032 | $323.7K | 0.09% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 10,033 | $324.0K | 0.23% | +88+0.9% | Added |
| Burling Wealth Partners, LLC | 10,057 | $324.5K | 0.07% | +10,057 | New |
| Altfest L J & Co Inc | 10,064 | $324.8K | 0.04% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 10,068 | $324.9K | 0.01% | −3,096−23.5% | Reduced |
| Antonelli Financial Advisors, LLC | 10,087 | $325.5K | 0.28% | +10,087 | New |
| Pavion Blue Capital, LLC | 10,146 | $327.4K | 0.15% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 10,200 | $329.2K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 10,248 | $330.7K | 0.01% | +1,608+18.6% | Added |
| Cooper Financial Group | 10,299 | $332.4K | 0.04% | +522+5.3% | Added |
| Skopos Labs, Inc. | 10,305 | $332.5K | 0.10% | −346−3.2% | Reduced |
| West Branch Capital LLC | 10,317 | $332.9K | 0.11% | +332+3.3% | Added |
| Montag A & Associates Inc | 10,350 | $334.0K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10,352 | $334.0K | 0.15% | −50−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 10,369 | $334.6K | 0.03% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 10,392 | $335.4K | 0.12% | +10,392 | New |
| Frisch Financial Group, Inc. | 10,398 | $336.0K | 0.10% | +13+0.1% | Added |
| Silver Oak Securities, Inc | 10,458 | $336.2K | 0.03% | −5,839−35.8% | Reduced |
| Collective Family Office LLC | 10,466 | $337.7K | 0.09% | −443−4.1% | Reduced |
| Sage Mountain Advisors LLC | 10,466 | $337.7K | 0.02% | +3,590+52.2% | Added |
| Greenfield Savings Bank | 10,495 | $338.7K | 0.16% | +4,198+66.7% | Added |
| Salem Investment Counselors Inc | 10,554 | $340.6K | 0.01% | +3,400+47.5% | Added |
| Goelzer Investment Management, Inc. | 10,565 | $340.9K | 0.02% | +42+0.4% | Added |
| Cornerstone Wealth Management, LLC | 10,596 | $341.9K | 0.02% | −44−0.4% | Reduced |
| Northstar Advisory Group, LLC | 10,620 | $342.7K | 0.17% | +40.0% | Added |
| Kozak & Associates, Inc. | 10,607 | $343.0K | 0.08% | +38+0.4% | Added |
| Peregrine Asset Advisers, Inc. | 10,639 | $343.3K | 0.13% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10,667 | $344.2K | 0.02% | +113+1.1% | Added |
| Financial Council Asset Management Inc | 10,698 | $345.2K | 0.18% | +21+0.2% | Added |
| Fagan Associates, Inc. | 10,725 | $346.1K | 0.05% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 10,749 | $346.9K | 0.12% | −1,600−13.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 10,745 | $347.0K | 0.01% | −238−2.2% | Reduced |
| Everpar Advisors LLC | 10,778 | $347.8K | 0.18% | −1,092−9.2% | Reduced |
| JNBA Financial Advisors | 10,786 | $348.1K | 0.04% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $348.5K | 0.11% | 00.0% | Unchanged |
| Kitching Partners, LLC | 10,802 | $348.6K | 0.45% | +38+0.4% | Added |
| Hendley & Co Inc | 10,835 | $350.0K | 0.12% | −200−1.8% | Reduced |
| CWA Asset Management Group, LLC | 10,872 | $350.8K | 0.02% | −3,585−24.8% | Reduced |
| Caitlin John, LLC | 10,875 | $350.9K | 0.24% | 00.0% | Unchanged |
| Summit Global Investments | 10,867 | $351.0K | 0.02% | −58,004−84.2% | Reduced |
| SeaCrest Wealth Management, LLC | 10,892 | $351.5K | 0.04% | +665+6.5% | Added |
| Balyasny Asset Management LLC | 10,896 | $351.6K | 0.00% | −41,629−79.3% | Reduced |
| Kinloch Capital, LLC | 10,947 | $353.3K | 0.18% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 10,987 | $354.6K | 0.07% | −330−2.9% | Reduced |
| SageView Advisory Group, LLC | 10,991 | $354.7K | 0.02% | +4,238+62.8% | Added |
| Waldron Private Wealth LLC | 11,010 | $355.3K | 0.01% | −1,312−10.6% | Reduced |
| Lynch & Associates | 11,010 | $355.3K | 0.08% | −663−5.7% | Reduced |
| First Nebraska Trust Co | 11,100 | $358.2K | 0.03% | 00.0% | Unchanged |
| Tufton Capital Management | 11,108 | $358.5K | 0.07% | −300−2.6% | Reduced |
| IMS Capital Management | 11,201 | $361.5K | 0.17% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,250 | $363.0K | 0.01% | +5,281+88.5% | Added |
| Capital Investment Counsel, Inc | 11,286 | $364.2K | 0.05% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $364.3K | 0.07% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 11,296 | $364.5K | 0.35% | +11,296 | New |
| Raleigh Capital Management Inc. | 11,315 | $365.1K | 0.14% | −625−5.2% | Reduced |
| Marion Wealth Management | 11,340 | $365.9K | 0.10% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $366.2K | 0.12% | 00.0% | Unchanged |
| Westmount Partners, LLC | 11,358 | $366.5K | 0.11% | +39+0.3% | Added |
| Formidable Asset Management, LLC | 11,370 | $366.9K | 0.06% | +10.0% | Added |
| Meridian Wealth Management, LLC | 11,373 | $367.0K | 0.02% | +176+1.6% | Added |
| Kiley Juergens Wealth Management, LLC | 11,382 | $367.3K | 0.09% | −562−4.7% | Reduced |
| Crews Bank & Trust | 11,396 | $367.7K | 0.06% | +11,396 | New |
| SOL Capital Management CO | 11,400 | $368.0K | 0.04% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,470 | $370.0K | 0.13% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,470 | $370.1K | 0.01% | −308−2.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 11,478 | $370.4K | 0.17% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 11,493 | $370.9K | 0.01% | −17,482−60.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 11,213 | $371.2K | 0.10% | +11,213 | New |
| Wealth Alliance Advisory Group, LLC | 11,520 | $371.8K | 0.08% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,523 | $371.9K | 0.05% | +191+1.7% | Added |
| TriaGen Wealth Management LLC | 11,524 | $371.9K | 0.13% | 00.0% | Unchanged |
| Sepio Capital, LP | 11,532 | $372.1K | 0.03% | +427+3.8% | Added |
| Kingswood Wealth Advisors, LLC | 11,546 | $372.6K | 0.03% | −6,571−36.3% | Reduced |
| Simon Quick Advisors, LLC | 11,550 | $372.7K | 0.02% | −95−0.8% | Reduced |
| Elser Financial Planning, Inc | 11,555 | $372.9K | 0.02% | +118+1.0% | Added |
| Wallace Advisory Group, LLC | 10,814 | $373.4K | 0.26% | −39−0.4% | Reduced |
| Strategic Financial Services, Inc, | 11,591 | $374.0K | 0.02% | 00.0% | Unchanged |
| AlTi Global, Inc. | 11,566 | $374.5K | 0.01% | +52+0.5% | Added |