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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 12,400 | $400.1K | 0.03% | 00.0% | Unchanged |
| FC Advisory LLC | 12,382 | $399.6K | 0.13% | −2,018−14.0% | Reduced |
| Northwest Bancshares, Inc. | 12,351 | $398.6K | 0.07% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 12,300 | $396.9K | 0.10% | +12,300 | New |
| Courier Capital LLC | 12,299 | $396.9K | 0.03% | +392+3.3% | Added |
| Chicago Partners Investment Group LLC | 12,307 | $396.3K | 0.01% | +1,247+11.3% | Added |
| Outlook Wealth Advisors, LLC | 12,280 | $396.3K | 0.11% | +12,280 | New |
| Financial Network Wealth Management LLC | 12,300 | $396.0K | 0.14% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,239 | $395.0K | 0.01% | −296−2.4% | Reduced |
| Cornerstone Planning, LLC | 12,236 | $394.9K | 0.15% | +12,236 | New |
| EverSource Wealth Advisors, LLC | 12,196 | $393.6K | 0.02% | +1,705+16.3% | Added |
| Integrated Advisors Network LLC | 12,189 | $393.3K | 0.02% | −1,043−7.9% | Reduced |
| IFG Advisory, LLC | 12,119 | $391.1K | 0.02% | −3,081−20.3% | Reduced |
| Successful Portfolios LLC | 12,096 | $390.3K | 0.26% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 12,050 | $388.9K | 0.05% | +12,050 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,988 | $386.9K | 0.01% | +198+1.7% | Added |
| Barry Investment Advisors, LLC | 11,959 | $385.9K | 0.12% | +42+0.4% | Added |
| Global Retirement Partners, LLC | 11,958 | $385.9K | 0.01% | +274+2.3% | Added |
| Compass Financial Group, INC | 11,930 | $385.0K | 0.07% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 11,883 | $383.5K | 0.11% | +36+0.3% | Added |
| Flagship Wealth Advisors, LLC | 11,880 | $383.4K | 0.23% | +11,880 | New |
| Mayflower Financial Advisors, LLC | 11,828 | $381.7K | 0.06% | +11+0.1% | Added |
| Sunpointe, LLC | 11,711 | $377.9K | 0.19% | −260−2.2% | Reduced |
| Federated Hermes, Inc. | 11,650 | $375.9K | 0.00% | −263−2.2% | Reduced |
| AlTi Global, Inc. | 11,566 | $374.5K | 0.01% | +52+0.5% | Added |
| Strategic Financial Services, Inc, | 11,591 | $374.0K | 0.02% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 10,814 | $373.4K | 0.26% | −39−0.4% | Reduced |
| Elser Financial Planning, Inc | 11,555 | $372.9K | 0.02% | +118+1.0% | Added |
| Simon Quick Advisors, LLC | 11,550 | $372.7K | 0.02% | −95−0.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,546 | $372.6K | 0.03% | −6,571−36.3% | Reduced |
| Sepio Capital, LP | 11,532 | $372.1K | 0.03% | +427+3.8% | Added |
| TriaGen Wealth Management LLC | 11,524 | $371.9K | 0.13% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,523 | $371.9K | 0.05% | +191+1.7% | Added |
| Wealth Alliance Advisory Group, LLC | 11,520 | $371.8K | 0.08% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 11,213 | $371.2K | 0.10% | +11,213 | New |
| Robertson Stephens Wealth Management, LLC | 11,493 | $370.9K | 0.01% | −17,482−60.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 11,478 | $370.4K | 0.17% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,470 | $370.1K | 0.01% | −308−2.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,470 | $370.0K | 0.13% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $368.0K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 11,396 | $367.7K | 0.06% | +11,396 | New |
| Kiley Juergens Wealth Management, LLC | 11,382 | $367.3K | 0.09% | −562−4.7% | Reduced |
| Meridian Wealth Management, LLC | 11,373 | $367.0K | 0.02% | +176+1.6% | Added |
| Formidable Asset Management, LLC | 11,370 | $366.9K | 0.06% | +10.0% | Added |
| Westmount Partners, LLC | 11,358 | $366.5K | 0.11% | +39+0.3% | Added |
| Kaydan Wealth Management, Inc. | 11,349 | $366.2K | 0.12% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $365.9K | 0.10% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11,315 | $365.1K | 0.14% | −625−5.2% | Reduced |
| Eq Wealth Advisors, LLC | 11,296 | $364.5K | 0.35% | +11,296 | New |
| Financial Advisors, LLC | 11,289 | $364.3K | 0.07% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $364.2K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,250 | $363.0K | 0.01% | +5,281+88.5% | Added |
| IMS Capital Management | 11,201 | $361.5K | 0.17% | 00.0% | Unchanged |
| Tufton Capital Management | 11,108 | $358.5K | 0.07% | −300−2.6% | Reduced |
| First Nebraska Trust Co | 11,100 | $358.2K | 0.03% | 00.0% | Unchanged |
| Lynch & Associates | 11,010 | $355.3K | 0.08% | −663−5.7% | Reduced |
| Waldron Private Wealth LLC | 11,010 | $355.3K | 0.01% | −1,312−10.6% | Reduced |
| SageView Advisory Group, LLC | 10,991 | $354.7K | 0.02% | +4,238+62.8% | Added |
| Virtue Capital Management, LLC | 10,987 | $354.6K | 0.07% | −330−2.9% | Reduced |
| Kinloch Capital, LLC | 10,947 | $353.3K | 0.18% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,896 | $351.6K | 0.00% | −41,629−79.3% | Reduced |
| SeaCrest Wealth Management, LLC | 10,892 | $351.5K | 0.04% | +665+6.5% | Added |
| Summit Global Investments | 10,867 | $351.0K | 0.02% | −58,004−84.2% | Reduced |
| Caitlin John, LLC | 10,875 | $350.9K | 0.24% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,872 | $350.8K | 0.02% | −3,585−24.8% | Reduced |
| Hendley & Co Inc | 10,835 | $350.0K | 0.12% | −200−1.8% | Reduced |
| Kitching Partners, LLC | 10,802 | $348.6K | 0.45% | +38+0.4% | Added |
| CM Wealth Advisors LLC | 10,800 | $348.5K | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10,786 | $348.1K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 10,778 | $347.8K | 0.18% | −1,092−9.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 10,745 | $347.0K | 0.01% | −238−2.2% | Reduced |
| Borer Denton & Associates, Inc. | 10,749 | $346.9K | 0.12% | −1,600−13.0% | Reduced |
| Fagan Associates, Inc. | 10,725 | $346.1K | 0.05% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 10,698 | $345.2K | 0.18% | +21+0.2% | Added |
| Sound Income Strategies, LLC | 10,667 | $344.2K | 0.02% | +113+1.1% | Added |
| Peregrine Asset Advisers, Inc. | 10,639 | $343.3K | 0.13% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10,607 | $343.0K | 0.08% | +38+0.4% | Added |
| Northstar Advisory Group, LLC | 10,620 | $342.7K | 0.17% | +40.0% | Added |
| Cornerstone Wealth Management, LLC | 10,596 | $341.9K | 0.02% | −44−0.4% | Reduced |
| Goelzer Investment Management, Inc. | 10,565 | $340.9K | 0.02% | +42+0.4% | Added |
| Salem Investment Counselors Inc | 10,554 | $340.6K | 0.01% | +3,400+47.5% | Added |
| Greenfield Savings Bank | 10,495 | $338.7K | 0.16% | +4,198+66.7% | Added |
| Sage Mountain Advisors LLC | 10,466 | $337.7K | 0.02% | +3,590+52.2% | Added |
| Collective Family Office LLC | 10,466 | $337.7K | 0.09% | −443−4.1% | Reduced |
| Silver Oak Securities, Inc | 10,458 | $336.2K | 0.03% | −5,839−35.8% | Reduced |
| Frisch Financial Group, Inc. | 10,398 | $336.0K | 0.10% | +13+0.1% | Added |
| VSM Wealth Advisory, LLC | 10,392 | $335.4K | 0.12% | +10,392 | New |
| Armstrong Advisory Group, Inc | 10,369 | $334.6K | 0.03% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10,352 | $334.0K | 0.15% | −50−0.5% | Reduced |
| Montag A & Associates Inc | 10,350 | $334.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 10,317 | $332.9K | 0.11% | +332+3.3% | Added |
| Skopos Labs, Inc. | 10,305 | $332.5K | 0.10% | −346−3.2% | Reduced |
| Cooper Financial Group | 10,299 | $332.4K | 0.04% | +522+5.3% | Added |
| Advisors Capital Management, LLC | 10,248 | $330.7K | 0.01% | +1,608+18.6% | Added |
| Northeast Financial Consultants Inc | 10,200 | $329.2K | 0.01% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,146 | $327.4K | 0.15% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 10,087 | $325.5K | 0.28% | +10,087 | New |
| Stonegate Investment Group, LLC | 10,068 | $324.9K | 0.01% | −3,096−23.5% | Reduced |
| Altfest L J & Co Inc | 10,064 | $324.8K | 0.04% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 10,057 | $324.5K | 0.07% | +10,057 | New |