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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 19,645 | $633.9K | 0.02% | +151+0.8% | Added |
| Cobblestone Capital Advisors LLC | 19,630 | $633.5K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 19,609 | $632.8K | 0.17% | −59−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 19,549 | $630.8K | 0.18% | −48−0.2% | Reduced |
| 111 Capital | 19,537 | $630.5K | 0.13% | +19,537 | New |
| Clarius Group, LLC | 19,521 | $629.9K | 0.04% | −616−3.1% | Reduced |
| Patriot Investment Management Inc. | 19,475 | $628.5K | 0.05% | −636−3.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 19,375 | $625.2K | 0.11% | −100−0.5% | Reduced |
| Kapstone Financial Advisors LLC | 18,778 | $619.3K | 0.33% | 00.0% | Unchanged |
| We Are One Seven, LLC | 19,138 | $617.6K | 0.02% | −379−1.9% | Reduced |
| Diversify Wealth Management, LLC | 19,423 | $617.3K | 0.05% | +424+2.2% | Added |
| First Command Advisory Services, Inc. | 19,082 | $615.8K | 0.01% | −441−2.3% | Reduced |
| PFG Investments, LLC | 19,061 | $615.1K | 0.04% | +46+0.2% | Added |
| One Capital Management, LLC | 19,051 | $614.8K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 18,985 | $612.7K | 0.02% | +4,644+32.4% | Added |
| WNY Asset Management, LLC | 18,983 | $612.6K | 0.08% | +10,800+132.0% | Added |
| Nations Financial Group Inc, | 18,967 | $612.1K | 0.04% | −893−4.5% | Reduced |
| Mayfair Advisory Group, LLC | 18,905 | $610.1K | 0.36% | 00.0% | Unchanged |
| Appleton Partners Inc | 18,744 | $605.0K | 0.04% | −40.0% | Reduced |
| Sowell Financial Services LLC | 18,747 | $605.0K | 0.03% | +7,036+60.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 18,725 | $604.3K | 0.10% | +2,526+15.6% | Added |
| Flagship Harbor Advisors, LLC | 18,710 | $603.8K | 0.03% | −248−1.3% | Reduced |
| NewEdge Wealth, LLC | 18,689 | $603.1K | 0.01% | −14,519−43.7% | Reduced |
| Boston Trust Walden Corp | 18,672 | $602.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 18,629 | $601.2K | 0.01% | +1,135+6.5% | Added |
| Integrated Investment Consultants, LLC | 18,600 | $600.2K | 0.12% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 18,517 | $597.5K | 0.02% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 18,483 | $596.4K | 0.27% | 00.0% | Unchanged |
| Certified Advisory Corp | 18,352 | $592.2K | 0.06% | +21+0.1% | Added |
| Bridgefront Capital, LLC | 18,294 | $590.3K | 0.20% | −7,598−29.3% | Reduced |
| Proficio Capital Partners LLC | 18,257 | $589.2K | 0.05% | +3,159+20.9% | Added |
| Hara Capital LLC | 18,240 | $588.6K | 0.37% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,218 | $587.9K | 0.03% | +11,268+162.1% | Added |
| Ledyard National Bank | 18,178 | $586.6K | 0.06% | +20.0% | Added |
| Taylor Financial Group, Inc. | 18,147 | $585.6K | 0.41% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 18,136 | $585.2K | 0.03% | +1,873+11.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 18,173 | $584.3K | 0.23% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 17,730 | $583.0K | 0.08% | 00.0% | Unchanged |
| Chicago Trust Co NA | 18,012 | $581.2K | 0.10% | −2,706−13.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 18,000 | $580.9K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,981 | $580.2K | 0.04% | +88+0.5% | Added |
| InvesTrust | 18,003 | $578.8K | 0.16% | +18,003 | New |
| Connecticut Wealth Management, LLC | 17,882 | $577.1K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 17,871 | $576.7K | 0.08% | +385+2.2% | Added |
| Hall Capital Management Co Inc | 17,795 | $574.2K | 0.27% | +17,795 | New |
| Eagle Strategies LLC | 17,682 | $570.6K | 0.10% | +80.0% | Added |
| Acadian Asset Management LLC | 17,714 | $570.0K | 0.00% | −180,079−91.0% | Reduced |
| Evelyn Partners Investment Management LLP | 17,660 | $569.9K | 0.02% | +17,660 | New |
| Cullinan Associates Inc | 17,600 | $568.0K | 0.04% | −6,000−25.4% | Reduced |
| Parkside Financial Bank & Trust | 17,580 | $567.3K | 0.08% | +58+0.3% | Added |
| Catalyst Financial Partners LLC | 17,561 | $566.7K | 0.11% | −2,736−13.5% | Reduced |
| Bigelow Investment Advisors, LLC | 17,485 | $564.2K | 0.26% | −1,040−5.6% | Reduced |
| Investors Asset Management of Georgia Inc | 17,406 | $561.7K | 0.27% | +30.0% | Added |
| High Net Worth Advisory Group LLC | 17,400 | $561.5K | 0.16% | −304−1.7% | Reduced |
| Walleye Trading LLC | 17,391 | $561.2K | 0.01% | +17,391 | New |
| Raiffeisen Bank International AG | 17,412 | $559.8K | 0.01% | +17,412 | New |
| Nwam LLC | 17,236 | $556.2K | 0.03% | +429+2.6% | Added |
| My Legacy Advisors, LLC | 17,108 | $555.3K | 0.22% | +1,963+13.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,200 | $555.0K | 0.02% | −426−2.4% | Reduced |
| Secure Asset Management, LLC | 17,195 | $554.9K | 0.08% | +357+2.1% | Added |
| Lake Street Advisors Group, LLC | 17,184 | $554.5K | 0.03% | −62−0.4% | Reduced |
| Brown Brothers Harriman & Co | 17,168 | $554.0K | 0.00% | −8,055−31.9% | Reduced |
| Guyasuta Investment Advisors Inc | 17,100 | $551.8K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 16,982 | $548.0K | 0.01% | +836+5.2% | Added |
| Covenant Partners, LLC | 16,925 | $546.2K | 0.17% | +8,039+90.5% | Added |
| Strategies Wealth Advisors, LLC | 16,548 | $545.6K | 0.07% | +16,548 | New |
| Astoria Portfolio Advisors LLC. | 16,885 | $542.7K | 0.19% | +765+4.7% | Added |
| Osborne Partners Capital Management, LLC | 16,785 | $541.7K | 0.03% | +181+1.1% | Added |
| Chronos Wealth Management, LLC | 16,685 | $538.4K | 0.27% | +750+4.7% | Added |
| Verus Capital Partners, LLC | 16,623 | $536.4K | 0.05% | +57+0.3% | Added |
| Citizens Financial Group Inc | 16,551 | $534.1K | 0.01% | −16,446−49.8% | Reduced |
| Mason & Associates, LLC | 16,516 | $533.0K | 0.16% | +1,395+9.2% | Added |
| Capital Investment Advisory Services, LLC | 16,497 | $532.4K | 0.05% | +1,316+8.7% | Added |
| Indiana Trust & Investment Management CO | 16,404 | $529.4K | 0.18% | +471+3.0% | Added |
| Duncker Streett & Co Inc | 16,394 | $529.0K | 0.10% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 16,341 | $527.3K | 0.14% | 00.0% | Unchanged |
| Smith, Salley & Associates | 16,331 | $527.0K | 0.03% | −181−1.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 16,304 | $526.1K | 0.10% | −1,462−8.2% | Reduced |
| First Horizon Advisors, Inc. | 16,284 | $525.5K | 0.01% | −1,999−10.9% | Reduced |
| Brighton Jones LLC | 16,254 | $524.5K | 0.02% | +849+5.5% | Added |
| NorthRock Partners, LLC | 16,171 | $521.8K | 0.02% | −2,285−12.4% | Reduced |
| Conning Inc. | 16,162 | $521.5K | 0.02% | −598−3.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,142 | $520.9K | 0.05% | −15,412−48.8% | Reduced |
| Premier Path Wealth Partners, LLC | 16,086 | $519.1K | 0.08% | +199+1.3% | Added |
| Philip James Wealth Mangement, LLC | 16,049 | $517.9K | 0.07% | +1,096+7.3% | Added |
| Mesirow Financial Investment Management, Inc. | 16,000 | $516.3K | 0.01% | +229+1.5% | Added |
| David Loasby | 16,239 | $516.1K | 0.05% | +4,774+41.6% | Added |
| Modern Wealth Management, LLC | 15,954 | $514.8K | 0.02% | +6,270+64.7% | Added |
| Waypoint Wealth Partners Inc. | 15,895 | $512.9K | 0.14% | 00.0% | Unchanged |
| Bailard, Inc. | 15,862 | $511.9K | 0.01% | +91+0.6% | Added |
| Nexus Investment Management ULC | 15,840 | $511.2K | 0.05% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 15,827 | $510.7K | 0.07% | −140−0.9% | Reduced |
| Partners in Financial Planning | 15,816 | $510.4K | 0.10% | 00.0% | Unchanged |
| NTV Asset Management LLC | 15,767 | $508.8K | 0.07% | +184+1.2% | Added |
| Manchester Capital Management LLC | 15,738 | $507.9K | 0.06% | −132−0.8% | Reduced |
| Brevan Howard Capital Management LP | 15,718 | $507.2K | 0.01% | −133,836−89.5% | Reduced |
| JGP Wealth Management, LLC | 15,687 | $506.2K | 0.07% | +47+0.3% | Added |
| Coastline Trust Co | 15,671 | $505.7K | 0.06% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 15,516 | $500.7K | 0.02% | +15,516 | New |
| Tranquility Partners, LLC | 15,498 | $500.1K | 0.19% | −977−5.9% | Reduced |