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 |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 15,474 | $499.0K | 0.05% | −2,200−12.4% | Reduced |
| 180 Wealth Advisors, LLC | 15,389 | $496.6K | 0.08% | +4,637+43.1% | Added |
| Oakworth Capital, Inc. | 15,344 | $495.2K | 0.03% | +7,898+106.1% | Added |
| Buckingham Strategic Partners | 15,310 | $494.1K | 0.01% | +797+5.5% | Added |
| RKL Wealth Management LLC | 15,303 | $493.8K | 0.04% | +15,303 | New |
| Wedmont Private Capital | 15,509 | $492.9K | 0.03% | −1,251−7.5% | Reduced |
| Invesco, LLC | 15,250 | $492.1K | 0.20% | −772−4.8% | Reduced |
| Evercore Wealth Management, LLC | 15,233 | $491.6K | 0.01% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 15,162 | $489.3K | 0.07% | −32−0.2% | Reduced |
| Tudor Financial Inc. | 15,152 | $489.0K | 0.29% | +1,463+10.7% | Added |
| Blackston Financial Advisory Group, LLC | 15,152 | $488.9K | 0.24% | +405+2.7% | Added |
| SlateStone Wealth, LLC | 15,108 | $488.0K | 0.05% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 15,100 | $487.3K | 0.50% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 15,006 | $484.2K | 0.05% | +15,006 | New |
| Principle Wealth Partners LLC | 15,004 | $484.2K | 0.03% | 00.0% | Unchanged |
| Philadelphia Trust Co | 15,000 | $484.0K | 0.04% | −2,128−12.4% | Reduced |
| Man Group plc | 14,996 | $483.9K | 0.00% | −952,213−98.4% | Reduced |
| Venturi Wealth Management, LLC | 14,978 | $483.3K | 0.02% | +2,233+17.5% | Added |
| Magnolia Capital Management Ltd | 14,895 | $481.0K | 0.38% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 14,895 | $480.7K | 0.29% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 14,858 | $479.5K | 0.28% | +14,858 | New |
| HBK Sorce Advisory LLC | 14,853 | $479.3K | 0.01% | +226+1.5% | Added |
| Bryce Point Capital, LLC | 14,846 | $479.1K | 0.14% | +14,846 | New |
| RFG Advisory, LLC | 14,748 | $475.9K | 0.01% | −764−4.9% | Reduced |
| Revolve Wealth Partners, LLC | 14,729 | $475.3K | 0.07% | −1,385−8.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,701 | $474.4K | 0.06% | +37+0.3% | Added |
| Cidel Asset Management Inc | 14,679 | $473.7K | 0.03% | +479+3.4% | Added |
| Koshinski Asset Management, Inc. | 14,615 | $471.6K | 0.04% | −385−2.6% | Reduced |
| FRG Family Wealth Advisors LLC | 14,610 | $471.5K | 0.09% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 14,606 | $471.3K | 0.04% | 00.0% | Unchanged |
| Fragasso Group Inc. | 14,581 | $470.5K | 0.04% | −236−1.6% | Reduced |
| Harbor Group, Inc. | 14,558 | $469.8K | 0.11% | −3,618−19.9% | Reduced |
| Viawealth, LLC | 14,516 | $468.4K | 0.28% | −1,214−7.7% | Reduced |
| Capital Asset Advisory Services LLC | 14,458 | $467.6K | 0.02% | +2,761+23.6% | Added |
| NCM Capital Management, LLC | 14,446 | $466.2K | 0.21% | −500−3.3% | Reduced |
| Atomi Financial Group, Inc. | 14,443 | $466.1K | 0.02% | −1,988−12.1% | Reduced |
| Riverwater Partners LLC | 14,415 | $465.2K | 0.23% | +14,415 | New |
| Piscataqua Savings Bank | 14,384 | $464.2K | 0.40% | −1,000−6.5% | Reduced |
| Alpha Family Trust | 14,320 | $462.1K | 0.26% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 14,285 | $461.0K | 0.17% | −102−0.7% | Reduced |
| Sendero Wealth Management, LLC | 14,257 | $460.1K | 0.07% | +235+1.7% | Added |
| Money Concepts Capital Corp | 14,195 | $458.1K | 0.03% | −117−0.8% | Reduced |
| Platform Technology Partners | 14,195 | $458.1K | 0.14% | −382−2.6% | Reduced |
| Silver Oak Advisory Group, Inc. | 14,169 | $457.0K | 0.24% | 00.0% | Unchanged |
| Rede Wealth, LLC | 14,155 | $456.8K | 0.18% | −2,086−12.8% | Reduced |
| Canal Capital Management, LLC | 14,079 | $454.3K | 0.07% | +1,061+8.2% | Added |
| Marathon Capital Management | 14,048 | $453.3K | 0.11% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 13,987 | $451.4K | 0.02% | +30+0.2% | Added |
| Harvey Investment Co LLC | 13,986 | $451.0K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 13,965 | $450.7K | 0.03% | +13,965 | New |
| Mindset Wealth Management, LLC | 13,912 | $448.9K | 0.16% | +8,000+135.3% | Added |
| Old Point Trust & Financial Services N A | 13,900 | $448.6K | 0.16% | −500−3.5% | Reduced |
| Everett Harris & Co | 13,877 | $447.8K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 13,852 | $447.0K | 0.01% | −84−0.6% | Reduced |
| Syverson Strege & Co | 13,841 | $446.7K | 0.15% | −1,448−9.5% | Reduced |
| Graypoint LLC | 13,841 | $446.6K | 0.03% | +1,841+15.3% | Added |
| Mountain Pacific Investment Advisers Inc | 13,800 | $445.3K | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 13,778 | $444.6K | 0.10% | 00.0% | Unchanged |
| Meketa Investment Group Inc | 13,735 | $443.2K | 0.99% | +13,735 | New |
| Trust Point Inc. | 13,722 | $442.8K | 0.03% | +344+2.6% | Added |
| Ransom Advisory, Ltd | 13,700 | $442.1K | 0.20% | 00.0% | Unchanged |
| Davis R M Inc | 13,680 | $441.5K | 0.01% | −227−1.6% | Reduced |
| Simmons Bank | 13,660 | $440.8K | 0.03% | −4,500−24.8% | Reduced |
| Alpha Omega Wealth Management LLC | 13,655 | $440.6K | 0.08% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 13,649 | $440.5K | 0.08% | −128−0.9% | Reduced |
| McLean Asset Management Corp | 13,648 | $440.4K | 0.13% | +1,076+8.6% | Added |
| RIA Advisory Group LLC | 13,629 | $439.8K | 0.15% | −7,566−35.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,567 | $437.8K | 0.06% | +75+0.6% | Added |
| North Forty Two & Co. | 13,520 | $436.3K | 0.50% | +13,520 | New |
| Fortress Wealth Group, LLC | 13,402 | $435.7K | 0.21% | +614+4.8% | Added |
| Two Sigma Advisers, LP | 13,500 | $435.6K | 0.00% | −130,100−90.6% | Reduced |
| Pathway Financial Advisers, LLC | 13,488 | $435.3K | 0.15% | −445,518−97.1% | Reduced |
| Fairfield, Bush & Co. | 13,440 | $433.7K | 0.26% | −1,900−12.4% | Reduced |
| Moloney Securities Asset Management, LLC | 13,437 | $433.6K | 0.06% | −100−0.7% | Reduced |
| NBT Bank N A | 13,428 | $433.3K | 0.03% | −424−3.1% | Reduced |
| SRS Capital Advisors, Inc. | 13,200 | $426.0K | 0.03% | +11,153+544.8% | Added |
| RCS Financial Planning, LLC | 13,192 | $425.7K | 0.23% | +8+0.1% | Added |
| Banco Santander, S.A. | 13,146 | $424.2K | 0.01% | +13,146 | New |
| Traphagen Investment Advisors LLC | 13,120 | $423.4K | 0.04% | −35−0.3% | Reduced |
| SkyOak Wealth, LLC | 13,100 | $422.7K | 0.09% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 13,049 | $421.1K | 0.04% | +1,402+12.0% | Added |
| Joel Isaacson & Co., LLC | 13,036 | $420.7K | 0.02% | +310+2.4% | Added |
| Nicolet Bankshares Inc | 13,030 | $420.5K | 0.10% | −5,508−29.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 13,027 | $420.4K | 0.04% | +60.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 13,027 | $420.4K | 0.16% | +37+0.3% | Added |
| Vise Technologies, Inc. | 12,953 | $418.0K | 0.03% | +4,030+45.2% | Added |
| Gables Capital Management Inc. | 12,950 | $417.9K | 0.20% | 00.0% | Unchanged |
| PDS Planning, Inc | 12,866 | $415.2K | 0.04% | −2,501−16.3% | Reduced |
| Brass Tax Wealth Management, Inc | 12,811 | $413.4K | 0.09% | −265−2.0% | Reduced |
| Elgethun Capital Management | 12,792 | $412.8K | 0.10% | +482+3.9% | Added |
| Deseret Mutual Benefit Administrators | 12,791 | $412.8K | 0.20% | +440+3.6% | Added |
| Murphy & Mullick Capital Management Corp | 12,779 | $412.4K | 0.38% | +12,779 | New |
| Patton Albertson Miller Group, LLC | 12,748 | $411.4K | 0.06% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 12,728 | $410.7K | 0.03% | −7−0.1% | Reduced |
| Trustmark National Bank Trust Department | 12,708 | $410.1K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 12,680 | $409.2K | 0.23% | −370−2.8% | Reduced |
| Bangor Savings Bank | 12,674 | $409.0K | 0.04% | +69+0.5% | Added |
| Sagespring Wealth Partners, LLC | 12,672 | $408.9K | 0.01% | +12,672 | New |
| CenterBook Partners LP | 12,597 | $406.5K | 0.02% | −26,492−67.8% | Reduced |
| Spire Wealth Management | 12,569 | $405.6K | 0.01% | −46,195−78.6% | Reduced |