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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 11,650 | $375.9K | 0.00% | −263−2.2% | Reduced |
| Sunpointe, LLC | 11,711 | $377.9K | 0.19% | −260−2.2% | Reduced |
| Mayflower Financial Advisors, LLC | 11,828 | $381.7K | 0.06% | +11+0.1% | Added |
| Flagship Wealth Advisors, LLC | 11,880 | $383.4K | 0.23% | +11,880 | New |
| Founders Financial Alliance, LLC | 11,883 | $383.5K | 0.11% | +36+0.3% | Added |
| Compass Financial Group, INC | 11,930 | $385.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11,958 | $385.9K | 0.01% | +274+2.3% | Added |
| Barry Investment Advisors, LLC | 11,959 | $385.9K | 0.12% | +42+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,988 | $386.9K | 0.01% | +198+1.7% | Added |
| Isthmus Partners, LLC | 12,050 | $388.9K | 0.05% | +12,050 | New |
| Successful Portfolios LLC | 12,096 | $390.3K | 0.26% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12,119 | $391.1K | 0.02% | −3,081−20.3% | Reduced |
| Integrated Advisors Network LLC | 12,189 | $393.3K | 0.02% | −1,043−7.9% | Reduced |
| EverSource Wealth Advisors, LLC | 12,196 | $393.6K | 0.02% | +1,705+16.3% | Added |
| Cornerstone Planning, LLC | 12,236 | $394.9K | 0.15% | +12,236 | New |
| Evergreen Capital Management LLC | 12,239 | $395.0K | 0.01% | −296−2.4% | Reduced |
| Financial Network Wealth Management LLC | 12,300 | $396.0K | 0.14% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 12,280 | $396.3K | 0.11% | +12,280 | New |
| Chicago Partners Investment Group LLC | 12,307 | $396.3K | 0.01% | +1,247+11.3% | Added |
| Courier Capital LLC | 12,299 | $396.9K | 0.03% | +392+3.3% | Added |
| Redmond Asset Management, LLC | 12,300 | $396.9K | 0.10% | +12,300 | New |
| Northwest Bancshares, Inc. | 12,351 | $398.6K | 0.07% | 00.0% | Unchanged |
| FC Advisory LLC | 12,382 | $399.6K | 0.13% | −2,018−14.0% | Reduced |
| Shufro Rose & Co LLC | 12,400 | $400.1K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 12,569 | $405.6K | 0.01% | −46,195−78.6% | Reduced |
| CenterBook Partners LP | 12,597 | $406.5K | 0.02% | −26,492−67.8% | Reduced |
| Sagespring Wealth Partners, LLC | 12,672 | $408.9K | 0.01% | +12,672 | New |
| Bangor Savings Bank | 12,674 | $409.0K | 0.04% | +69+0.5% | Added |
| Latitude Advisors, LLC | 12,680 | $409.2K | 0.23% | −370−2.8% | Reduced |
| Trustmark National Bank Trust Department | 12,708 | $410.1K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 12,728 | $410.7K | 0.03% | −7−0.1% | Reduced |
| Patton Albertson Miller Group, LLC | 12,748 | $411.4K | 0.06% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 12,779 | $412.4K | 0.38% | +12,779 | New |
| Deseret Mutual Benefit Administrators | 12,791 | $412.8K | 0.20% | +440+3.6% | Added |
| Elgethun Capital Management | 12,792 | $412.8K | 0.10% | +482+3.9% | Added |
| Brass Tax Wealth Management, Inc | 12,811 | $413.4K | 0.09% | −265−2.0% | Reduced |
| PDS Planning, Inc | 12,866 | $415.2K | 0.04% | −2,501−16.3% | Reduced |
| Gables Capital Management Inc. | 12,950 | $417.9K | 0.20% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 12,953 | $418.0K | 0.03% | +4,030+45.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 13,027 | $420.4K | 0.16% | +37+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 13,027 | $420.4K | 0.04% | +60.0% | Added |
| Nicolet Bankshares Inc | 13,030 | $420.5K | 0.10% | −5,508−29.7% | Reduced |
| Joel Isaacson & Co., LLC | 13,036 | $420.7K | 0.02% | +310+2.4% | Added |
| Austin Private Wealth, LLC | 13,049 | $421.1K | 0.04% | +1,402+12.0% | Added |
| SkyOak Wealth, LLC | 13,100 | $422.7K | 0.09% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 13,120 | $423.4K | 0.04% | −35−0.3% | Reduced |
| Banco Santander, S.A. | 13,146 | $424.2K | 0.01% | +13,146 | New |
| RCS Financial Planning, LLC | 13,192 | $425.7K | 0.23% | +8+0.1% | Added |
| SRS Capital Advisors, Inc. | 13,200 | $426.0K | 0.03% | +11,153+544.8% | Added |
| NBT Bank N A | 13,428 | $433.3K | 0.03% | −424−3.1% | Reduced |
| Moloney Securities Asset Management, LLC | 13,437 | $433.6K | 0.06% | −100−0.7% | Reduced |
| Fairfield, Bush & Co. | 13,440 | $433.7K | 0.26% | −1,900−12.4% | Reduced |
| Pathway Financial Advisers, LLC | 13,488 | $435.3K | 0.15% | −445,518−97.1% | Reduced |
| Two Sigma Advisers, LP | 13,500 | $435.6K | 0.00% | −130,100−90.6% | Reduced |
| Fortress Wealth Group, LLC | 13,402 | $435.7K | 0.21% | +614+4.8% | Added |
| North Forty Two & Co. | 13,520 | $436.3K | 0.50% | +13,520 | New |
| Patriot Financial Group Insurance Agency, LLC | 13,567 | $437.8K | 0.06% | +75+0.6% | Added |
| RIA Advisory Group LLC | 13,629 | $439.8K | 0.15% | −7,566−35.7% | Reduced |
| McLean Asset Management Corp | 13,648 | $440.4K | 0.13% | +1,076+8.6% | Added |
| Catalytic Wealth RIA, LLC | 13,649 | $440.5K | 0.08% | −128−0.9% | Reduced |
| Alpha Omega Wealth Management LLC | 13,655 | $440.6K | 0.08% | 00.0% | Unchanged |
| Simmons Bank | 13,660 | $440.8K | 0.03% | −4,500−24.8% | Reduced |
| Davis R M Inc | 13,680 | $441.5K | 0.01% | −227−1.6% | Reduced |
| Ransom Advisory, Ltd | 13,700 | $442.1K | 0.20% | 00.0% | Unchanged |
| Trust Point Inc. | 13,722 | $442.8K | 0.03% | +344+2.6% | Added |
| Meketa Investment Group Inc | 13,735 | $443.2K | 0.99% | +13,735 | New |
| Holderness Investments Co | 13,778 | $444.6K | 0.10% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,800 | $445.3K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 13,841 | $446.6K | 0.03% | +1,841+15.3% | Added |
| Syverson Strege & Co | 13,841 | $446.7K | 0.15% | −1,448−9.5% | Reduced |
| Becker Capital Management Inc | 13,852 | $447.0K | 0.01% | −84−0.6% | Reduced |
| Everett Harris & Co | 13,877 | $447.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 13,900 | $448.6K | 0.16% | −500−3.5% | Reduced |
| Mindset Wealth Management, LLC | 13,912 | $448.9K | 0.16% | +8,000+135.3% | Added |
| Acropolis Investment Management, LLC | 13,965 | $450.7K | 0.03% | +13,965 | New |
| Harvey Investment Co LLC | 13,986 | $451.0K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 13,987 | $451.4K | 0.02% | +30+0.2% | Added |
| Marathon Capital Management | 14,048 | $453.3K | 0.11% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 14,079 | $454.3K | 0.07% | +1,061+8.2% | Added |
| Rede Wealth, LLC | 14,155 | $456.8K | 0.18% | −2,086−12.8% | Reduced |
| Silver Oak Advisory Group, Inc. | 14,169 | $457.0K | 0.24% | 00.0% | Unchanged |
| Platform Technology Partners | 14,195 | $458.1K | 0.14% | −382−2.6% | Reduced |
| Money Concepts Capital Corp | 14,195 | $458.1K | 0.03% | −117−0.8% | Reduced |
| Sendero Wealth Management, LLC | 14,257 | $460.1K | 0.07% | +235+1.7% | Added |
| Howard Bailey Securities, LLC | 14,285 | $461.0K | 0.17% | −102−0.7% | Reduced |
| Alpha Family Trust | 14,320 | $462.1K | 0.26% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 14,384 | $464.2K | 0.40% | −1,000−6.5% | Reduced |
| Riverwater Partners LLC | 14,415 | $465.2K | 0.23% | +14,415 | New |
| Atomi Financial Group, Inc. | 14,443 | $466.1K | 0.02% | −1,988−12.1% | Reduced |
| NCM Capital Management, LLC | 14,446 | $466.2K | 0.21% | −500−3.3% | Reduced |
| Capital Asset Advisory Services LLC | 14,458 | $467.6K | 0.02% | +2,761+23.6% | Added |
| Viawealth, LLC | 14,516 | $468.4K | 0.28% | −1,214−7.7% | Reduced |
| Harbor Group, Inc. | 14,558 | $469.8K | 0.11% | −3,618−19.9% | Reduced |
| Fragasso Group Inc. | 14,581 | $470.5K | 0.04% | −236−1.6% | Reduced |
| Bristlecone Advisors, LLC | 14,606 | $471.3K | 0.04% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 14,610 | $471.5K | 0.09% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,615 | $471.6K | 0.04% | −385−2.6% | Reduced |
| Cidel Asset Management Inc | 14,679 | $473.7K | 0.03% | +479+3.4% | Added |
| Relyea Zuckerberg Hanson LLC | 14,701 | $474.4K | 0.06% | +37+0.3% | Added |
| Revolve Wealth Partners, LLC | 14,729 | $475.3K | 0.07% | −1,385−8.6% | Reduced |