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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 18,672 | $602.5K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 18,689 | $603.1K | 0.01% | −14,519−43.7% | Reduced |
| Flagship Harbor Advisors, LLC | 18,710 | $603.8K | 0.03% | −248−1.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 18,725 | $604.3K | 0.10% | +2,526+15.6% | Added |
| Sowell Financial Services LLC | 18,747 | $605.0K | 0.03% | +7,036+60.1% | Added |
| Appleton Partners Inc | 18,744 | $605.0K | 0.04% | −40.0% | Reduced |
| Mayfair Advisory Group, LLC | 18,905 | $610.1K | 0.36% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,967 | $612.1K | 0.04% | −893−4.5% | Reduced |
| WNY Asset Management, LLC | 18,983 | $612.6K | 0.08% | +10,800+132.0% | Added |
| CX Institutional | 18,985 | $612.7K | 0.02% | +4,644+32.4% | Added |
| One Capital Management, LLC | 19,051 | $614.8K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,061 | $615.1K | 0.04% | +46+0.2% | Added |
| First Command Advisory Services, Inc. | 19,082 | $615.8K | 0.01% | −441−2.3% | Reduced |
| Diversify Wealth Management, LLC | 19,423 | $617.3K | 0.05% | +424+2.2% | Added |
| We Are One Seven, LLC | 19,138 | $617.6K | 0.02% | −379−1.9% | Reduced |
| Kapstone Financial Advisors LLC | 18,778 | $619.3K | 0.33% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 19,375 | $625.2K | 0.11% | −100−0.5% | Reduced |
| Patriot Investment Management Inc. | 19,475 | $628.5K | 0.05% | −636−3.2% | Reduced |
| Clarius Group, LLC | 19,521 | $629.9K | 0.04% | −616−3.1% | Reduced |
| 111 Capital | 19,537 | $630.5K | 0.13% | +19,537 | New |
| Boyd Watterson Asset Management LLC | 19,549 | $630.8K | 0.18% | −48−0.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 19,609 | $632.8K | 0.17% | −59−0.3% | Reduced |
| Cobblestone Capital Advisors LLC | 19,630 | $633.5K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 19,645 | $633.9K | 0.02% | +151+0.8% | Added |
| Empire Financial Management Company, LLC | 19,759 | $637.6K | 0.20% | +233+1.2% | Added |
| Landing Point Financial Group, LLC | 19,403 | $638.7K | 0.49% | +19,403 | New |
| Peoples Bank | 19,803 | $639.0K | 0.38% | −370−1.8% | Reduced |
| Southeast Asset Advisors Inc. | 19,854 | $640.7K | 0.08% | 00.0% | Unchanged |
| Cigna Investments Inc | 19,896 | $642.0K | 0.11% | −186−0.9% | Reduced |
| Weiss Asset Management LP | 19,926 | $643.0K | 0.01% | −26,153−56.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 19,944 | $643.6K | 0.09% | +700+3.6% | Added |
| Tocqueville Asset Management L.P. | 19,952 | $643.9K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 20,096 | $648.5K | 0.01% | +1,080+5.7% | Added |
| Calamos Wealth Management LLC | 20,126 | $649.5K | 0.03% | −360,608−94.7% | Reduced |
| Cornerstone Advisory, LLC | 19,482 | $650.1K | 0.07% | +2,763+16.5% | Added |
| Tradewinds, LLC. | 19,712 | $652.0K | 0.18% | −117−0.6% | Reduced |
| Intrepid Capital Management Inc | 20,228 | $652.8K | 0.33% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 20,288 | $654.7K | 0.01% | +3,142+18.3% | Added |
| Optas, LLC | 20,379 | $657.6K | 0.14% | +68+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 20,405 | $658.5K | 0.03% | −1,400−6.4% | Reduced |
| St Germain D J Co Inc | 20,413 | $658.7K | 0.03% | +40.0% | Added |
| Sandy Spring Bank | 20,413 | $658.7K | 0.03% | −161−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 20,637 | $666.0K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 20,645 | $666.2K | 0.10% | −1,741−7.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,793 | $671.0K | 0.08% | +15+0.1% | Added |
| Gibbs Wealth Management | 20,843 | $672.6K | 0.18% | +3,868+22.8% | Added |
| Embree Financial Group | 20,902 | $674.5K | 0.12% | 00.0% | Unchanged |
| Brave Asset Management Inc | 20,928 | $675.3K | 0.21% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 20,935 | $675.6K | 0.06% | +391+1.9% | Added |
| Malaga Cove Capital, LLC | 20,996 | $677.5K | 0.27% | +5,775+37.9% | Added |
| Tributary Capital Management, LLC | 21,200 | $684.1K | 0.05% | −950−4.3% | Reduced |
| Choate Investment Advisors | 21,257 | $686.0K | 0.02% | +1,417+7.1% | Added |
| Twinbeech Capital LP | 21,269 | $686.4K | 0.01% | −380,370−94.7% | Reduced |
| Keystone Financial Group | 21,372 | $689.7K | 0.07% | +5,196+32.1% | Added |
| TBH Global Asset Management, LLC | 21,494 | $693.6K | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 21,503 | $693.9K | 0.04% | −6,207−22.4% | Reduced |
| Arete Wealth Advisors, LLC | 21,517 | $695.0K | 0.05% | +3,339+18.4% | Added |
| SK Wealth Management, LLC | 21,586 | $696.6K | 0.35% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 21,600 | $697.0K | 0.46% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 21,961 | $697.9K | 0.17% | −800−3.5% | Reduced |
| Independence Bank of Kentucky | 21,640 | $698.3K | 0.11% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 21,723 | $701.0K | 0.34% | +100.0% | Added |
| Qtron Investments LLC | 21,725 | $701.1K | 0.10% | +5,692+35.5% | Added |
| Inspire Advisors, LLC | 21,766 | $702.4K | 0.09% | 00.0% | Unchanged |
| Argentarii, LLC | 21,774 | $702.7K | 0.35% | +21,774 | New |
| Grove Bank & Trust | 21,970 | $709.0K | 0.10% | −277−1.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 22,024 | $710.0K | 0.22% | +25+0.1% | Added |
| Prosperity Consulting Group, LLC | 22,061 | $711.9K | 0.05% | −994−4.3% | Reduced |
| Whitener Capital Management, Inc. | 22,070 | $712.2K | 0.20% | −1,420−6.0% | Reduced |
| Castle Wealth Management LLC | 22,089 | $712.8K | 0.28% | +1,413+6.8% | Added |
| Midwest Financial Group LLC | 22,200 | $716.4K | 0.41% | −400−1.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 22,214 | $716.8K | 0.04% | −1,150−4.9% | Reduced |
| Threadgill Financial, LLC | 22,299 | $719.6K | 0.38% | −3,808−14.6% | Reduced |
| Davidson Trust Co | 22,340 | $720.9K | 0.37% | 00.0% | Unchanged |
| WMS Partners, LLC | 22,354 | $721.4K | 0.04% | −30−0.1% | Reduced |
| New Republic Capital, LLC | 22,397 | $722.8K | 0.47% | +370+1.7% | Added |
| Accurate Wealth Management, LLC | 22,817 | $725.3K | 0.14% | +1,249+5.8% | Added |
| Resources Management Corp | 22,511 | $726.0K | 0.10% | +1,100+5.1% | Added |
| Sanders Morris Harris LLC | 22,500 | $726.1K | 0.11% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 22,595 | $729.0K | 0.23% | +22,595 | New |
| Quadrant Capital Group LLC | 22,661 | $731.3K | 0.05% | −1,283−5.4% | Reduced |
| MidWestOne Financial Group, Inc. | 22,794 | $735.6K | 0.10% | −500−2.1% | Reduced |
| Great Valley Advisor Group, Inc. | 22,856 | $737.6K | 0.02% | −3,043−11.7% | Reduced |
| Rossmore Private Capital | 22,890 | $738.7K | 0.09% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 22,929 | $739.9K | 0.07% | −826−3.5% | Reduced |
| Valley Brook Capital Group | 22,950 | $740.6K | 0.55% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 23,012 | $742.6K | 0.11% | +6,787+41.8% | Added |
| Welch & Forbes LLC | 23,024 | $743.0K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 23,038 | $743.4K | 0.07% | −2,179−8.6% | Reduced |
| Rodgers Brothers Inc. | 23,125 | $746.2K | 0.10% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 23,275 | $751.1K | 0.35% | +82+0.4% | Added |
| RMR Capital Management, LLC | 23,278 | $751.2K | 0.56% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 23,352 | $753.6K | 0.06% | +872+3.9% | Added |
| Pioneer Trust Bank N A | 23,385 | $754.6K | 0.19% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 23,450 | $756.7K | 0.05% | −4,685−16.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 23,456 | $756.9K | 0.23% | +19,581+505.3% | Added |
| ELCO Management Co., LLC | 23,510 | $758.7K | 0.40% | −1,175−4.8% | Reduced |
| Brookstone Capital Management | 23,545 | $759.8K | 0.01% | −2,661−10.2% | Reduced |
| Massmutual Trust Co FSB | 23,690 | $764.5K | 0.02% | −203−0.8% | Reduced |
| XML Financial, LLC | 23,703 | $764.9K | 0.07% | −252−1.1% | Reduced |