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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 14,748 | $475.9K | 0.01% | −764−4.9% | Reduced |
| Bryce Point Capital, LLC | 14,846 | $479.1K | 0.14% | +14,846 | New |
| HBK Sorce Advisory LLC | 14,853 | $479.3K | 0.01% | +226+1.5% | Added |
| Vista Investment Partners II, LLC | 14,858 | $479.5K | 0.28% | +14,858 | New |
| Meritas Wealth Management, LLC | 14,895 | $480.7K | 0.29% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $481.0K | 0.38% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14,978 | $483.3K | 0.02% | +2,233+17.5% | Added |
| Man Group plc | 14,996 | $483.9K | 0.00% | −952,213−98.4% | Reduced |
| Philadelphia Trust Co | 15,000 | $484.0K | 0.04% | −2,128−12.4% | Reduced |
| Principle Wealth Partners LLC | 15,004 | $484.2K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 15,006 | $484.2K | 0.05% | +15,006 | New |
| Crescent Sterling, Ltd. | 15,100 | $487.3K | 0.50% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 15,108 | $488.0K | 0.05% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 15,152 | $488.9K | 0.24% | +405+2.7% | Added |
| Tudor Financial Inc. | 15,152 | $489.0K | 0.29% | +1,463+10.7% | Added |
| Black Diamond Financial, LLC | 15,162 | $489.3K | 0.07% | −32−0.2% | Reduced |
| Evercore Wealth Management, LLC | 15,233 | $491.6K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 15,250 | $492.1K | 0.20% | −772−4.8% | Reduced |
| Wedmont Private Capital | 15,509 | $492.9K | 0.03% | −1,251−7.5% | Reduced |
| RKL Wealth Management LLC | 15,303 | $493.8K | 0.04% | +15,303 | New |
| Buckingham Strategic Partners | 15,310 | $494.1K | 0.01% | +797+5.5% | Added |
| Oakworth Capital, Inc. | 15,344 | $495.2K | 0.03% | +7,898+106.1% | Added |
| 180 Wealth Advisors, LLC | 15,389 | $496.6K | 0.08% | +4,637+43.1% | Added |
| Wendell David Associates Inc | 15,474 | $499.0K | 0.05% | −2,200−12.4% | Reduced |
| Tranquility Partners, LLC | 15,498 | $500.1K | 0.19% | −977−5.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,516 | $500.7K | 0.02% | +15,516 | New |
| Coastline Trust Co | 15,671 | $505.7K | 0.06% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 15,687 | $506.2K | 0.07% | +47+0.3% | Added |
| Brevan Howard Capital Management LP | 15,718 | $507.2K | 0.01% | −133,836−89.5% | Reduced |
| Manchester Capital Management LLC | 15,738 | $507.9K | 0.06% | −132−0.8% | Reduced |
| NTV Asset Management LLC | 15,767 | $508.8K | 0.07% | +184+1.2% | Added |
| Partners in Financial Planning | 15,816 | $510.4K | 0.10% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 15,827 | $510.7K | 0.07% | −140−0.9% | Reduced |
| Nexus Investment Management ULC | 15,840 | $511.2K | 0.05% | 00.0% | Unchanged |
| Bailard, Inc. | 15,862 | $511.9K | 0.01% | +91+0.6% | Added |
| Waypoint Wealth Partners Inc. | 15,895 | $512.9K | 0.14% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 15,954 | $514.8K | 0.02% | +6,270+64.7% | Added |
| David Loasby | 16,239 | $516.1K | 0.05% | +4,774+41.6% | Added |
| Mesirow Financial Investment Management, Inc. | 16,000 | $516.3K | 0.01% | +229+1.5% | Added |
| Philip James Wealth Mangement, LLC | 16,049 | $517.9K | 0.07% | +1,096+7.3% | Added |
| Premier Path Wealth Partners, LLC | 16,086 | $519.1K | 0.08% | +199+1.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,142 | $520.9K | 0.05% | −15,412−48.8% | Reduced |
| Conning Inc. | 16,162 | $521.5K | 0.02% | −598−3.6% | Reduced |
| NorthRock Partners, LLC | 16,171 | $521.8K | 0.02% | −2,285−12.4% | Reduced |
| Brighton Jones LLC | 16,254 | $524.5K | 0.02% | +849+5.5% | Added |
| First Horizon Advisors, Inc. | 16,284 | $525.5K | 0.01% | −1,999−10.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 16,304 | $526.1K | 0.10% | −1,462−8.2% | Reduced |
| Smith, Salley & Associates | 16,331 | $527.0K | 0.03% | −181−1.1% | Reduced |
| Roof Eidam & Maycock | 16,341 | $527.3K | 0.14% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 16,394 | $529.0K | 0.10% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 16,404 | $529.4K | 0.18% | +471+3.0% | Added |
| Capital Investment Advisory Services, LLC | 16,497 | $532.4K | 0.05% | +1,316+8.7% | Added |
| Mason & Associates, LLC | 16,516 | $533.0K | 0.16% | +1,395+9.2% | Added |
| Citizens Financial Group Inc | 16,551 | $534.1K | 0.01% | −16,446−49.8% | Reduced |
| Verus Capital Partners, LLC | 16,623 | $536.4K | 0.05% | +57+0.3% | Added |
| Chronos Wealth Management, LLC | 16,685 | $538.4K | 0.27% | +750+4.7% | Added |
| Osborne Partners Capital Management, LLC | 16,785 | $541.7K | 0.03% | +181+1.1% | Added |
| Astoria Portfolio Advisors LLC. | 16,885 | $542.7K | 0.19% | +765+4.7% | Added |
| Strategies Wealth Advisors, LLC | 16,548 | $545.6K | 0.07% | +16,548 | New |
| Covenant Partners, LLC | 16,925 | $546.2K | 0.17% | +8,039+90.5% | Added |
| First Citizens Bank & Trust Co | 16,982 | $548.0K | 0.01% | +836+5.2% | Added |
| Guyasuta Investment Advisors Inc | 17,100 | $551.8K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17,168 | $554.0K | 0.00% | −8,055−31.9% | Reduced |
| Lake Street Advisors Group, LLC | 17,184 | $554.5K | 0.03% | −62−0.4% | Reduced |
| Secure Asset Management, LLC | 17,195 | $554.9K | 0.08% | +357+2.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,200 | $555.0K | 0.02% | −426−2.4% | Reduced |
| My Legacy Advisors, LLC | 17,108 | $555.3K | 0.22% | +1,963+13.0% | Added |
| Nwam LLC | 17,236 | $556.2K | 0.03% | +429+2.6% | Added |
| Raiffeisen Bank International AG | 17,412 | $559.8K | 0.01% | +17,412 | New |
| Walleye Trading LLC | 17,391 | $561.2K | 0.01% | +17,391 | New |
| High Net Worth Advisory Group LLC | 17,400 | $561.5K | 0.16% | −304−1.7% | Reduced |
| Investors Asset Management of Georgia Inc | 17,406 | $561.7K | 0.27% | +30.0% | Added |
| Bigelow Investment Advisors, LLC | 17,485 | $564.2K | 0.26% | −1,040−5.6% | Reduced |
| Catalyst Financial Partners LLC | 17,561 | $566.7K | 0.11% | −2,736−13.5% | Reduced |
| Parkside Financial Bank & Trust | 17,580 | $567.3K | 0.08% | +58+0.3% | Added |
| Cullinan Associates Inc | 17,600 | $568.0K | 0.04% | −6,000−25.4% | Reduced |
| Evelyn Partners Investment Management LLP | 17,660 | $569.9K | 0.02% | +17,660 | New |
| Acadian Asset Management LLC | 17,714 | $570.0K | 0.00% | −180,079−91.0% | Reduced |
| Eagle Strategies LLC | 17,682 | $570.6K | 0.10% | +80.0% | Added |
| Hall Capital Management Co Inc | 17,795 | $574.2K | 0.27% | +17,795 | New |
| Gilbert & Cook, Inc. | 17,871 | $576.7K | 0.08% | +385+2.2% | Added |
| Connecticut Wealth Management, LLC | 17,882 | $577.1K | 0.03% | 00.0% | Unchanged |
| InvesTrust | 18,003 | $578.8K | 0.16% | +18,003 | New |
| North Star Investment Management Corp. | 17,981 | $580.2K | 0.04% | +88+0.5% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $580.9K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 18,012 | $581.2K | 0.10% | −2,706−13.1% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $583.0K | 0.08% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 18,173 | $584.3K | 0.23% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 18,136 | $585.2K | 0.03% | +1,873+11.5% | Added |
| Taylor Financial Group, Inc. | 18,147 | $585.6K | 0.41% | 00.0% | Unchanged |
| Ledyard National Bank | 18,178 | $586.6K | 0.06% | +20.0% | Added |
| Financial Advocates Investment Management | 18,218 | $587.9K | 0.03% | +11,268+162.1% | Added |
| Hara Capital LLC | 18,240 | $588.6K | 0.37% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 18,257 | $589.2K | 0.05% | +3,159+20.9% | Added |
| Bridgefront Capital, LLC | 18,294 | $590.3K | 0.20% | −7,598−29.3% | Reduced |
| Certified Advisory Corp | 18,352 | $592.2K | 0.06% | +21+0.1% | Added |
| Dupree Financial Group, LLC | 18,483 | $596.4K | 0.27% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 18,517 | $597.5K | 0.02% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 18,600 | $600.2K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 18,629 | $601.2K | 0.01% | +1,135+6.5% | Added |