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 |
|---|---|---|---|---|---|
| Prossimo Advisors, LLC | 10,033 | $324.0K | 0.23% | +88+0.9% | Added |
| Park Edge Advisors, LLC | 10,032 | $323.7K | 0.09% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9,998 | $322.6K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 9,995 | $322.5K | 0.05% | −83−0.8% | Reduced |
| Level Four Advisory Services, LLC | 9,990 | $322.4K | 0.01% | +1,449+17.0% | Added |
| Tiemann Investment Advisors, LLC | 9,985 | $322.2K | 0.14% | +300+3.1% | Added |
| Legacy Financial Advisors, Inc. | 9,976 | $321.9K | 0.05% | −363−3.5% | Reduced |
| Curran Financial Partners, LLC | 9,907 | $319.7K | 0.08% | +67+0.7% | Added |
| LSV Asset Management | 9,900 | $319.0K | 0.00% | −6,000−37.7% | Reduced |
| Los Angeles Capital Management LLC | 9,822 | $317.0K | 0.00% | −33,980−77.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,787 | $315.8K | 0.05% | +10.0% | Added |
| New Century Financial Group, LLC | 9,665 | $312.6K | 0.13% | −1,086−10.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 9,681 | $312.4K | 0.01% | −158−1.6% | Reduced |
| OneAscent Financial Services LLC | 9,665 | $312.0K | 0.03% | +9,665 | New |
| Armstrong, Fleming & Moore, Inc | 9,630 | $310.8K | 0.19% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 9,772 | $310.6K | 0.14% | +9,772 | New |
| Caldwell Trust Co | 9,605 | $310.0K | 0.03% | −141−1.4% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 9,533 | $307.6K | 0.16% | −125−1.3% | Reduced |
| Estabrook Capital Management | 9,505 | $306.7K | 0.05% | −370−3.7% | Reduced |
| Knollwood Investment Advisory, LLC | 9,493 | $306.3K | 0.03% | −8,807−48.1% | Reduced |
| Hilltop Holdings Inc. | 9,489 | $306.2K | 0.02% | +134+1.4% | Added |
| Forte Capital LLC | 9,480 | $305.9K | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 9,476 | $305.8K | 0.01% | +9,476 | New |
| Angeles Wealth Management, LLC | 9,453 | $305.0K | 0.03% | +464+5.2% | Added |
| Johnson Financial Group, Inc. | 9,243 | $303.8K | 0.01% | −624−6.3% | Reduced |
| International Assets Investment Management, LLC | 9,439 | $303.6K | 0.03% | −157,574−94.3% | Reduced |
| Berkshire Asset Management LLC | 9,274 | $303.2K | 0.01% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 9,390 | $303.0K | 0.20% | +9,390 | New |
| Cullen/Frost Bankers, Inc. | 9,369 | $302.4K | 0.00% | −385−3.9% | Reduced |
| Central Trust Co | 9,326 | $301.0K | 0.01% | −202−2.1% | Reduced |
| Sittner & Nelson, LLC | 9,216 | $297.4K | 0.13% | −287−3.0% | Reduced |
| Leonteq Securities AG | 9,209 | $297.2K | 0.03% | +1,835+24.9% | Added |
| PFG Advisors | 9,200 | $296.9K | 0.02% | −9,963−52.0% | Reduced |
| Avestar Capital, LLC | 9,200 | $296.9K | 0.03% | −940−9.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,193 | $296.7K | 0.01% | +522+6.0% | Added |
| Lake Street Financial LLC | 9,182 | $296.3K | 0.05% | −383−4.0% | Reduced |
| Midland Wealth Advisors LLC | 9,168 | $295.9K | 0.02% | −500−5.2% | Reduced |
| Advisors Asset Management, Inc. | 9,160 | $295.6K | 0.01% | −30.0% | Reduced |
| Diversified Enterprises, LLC | 9,118 | $294.2K | 0.03% | +153+1.7% | Added |
| Renaissance Investment Group LLC | 9,110 | $294.0K | 0.06% | −240−2.6% | Reduced |
| MCF Advisors LLC | 9,101 | $293.7K | 0.02% | −12−0.1% | Reduced |
| FSM Wealth Advisors, LLC | 8,850 | $291.8K | 0.07% | +198+2.3% | Added |
| Lion Street Advisors, LLC | 9,032 | $291.5K | 0.09% | −377−4.0% | Reduced |
| Landscape Capital Management, L.L.C. | 9,031 | $291.4K | 0.03% | −12,791−58.6% | Reduced |
| Sage Private Wealth Group, LLC | 9,021 | $291.1K | 0.22% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 9,010 | $290.8K | 0.14% | +9,010 | New |
| Shorepoint Capital Partners LLC | 9,000 | $290.4K | 0.07% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 9,000 | $290.4K | 0.05% | 00.0% | Unchanged |
| RB Capital Management, LLC | 9,000 | $290.4K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 8,999 | $290.4K | 0.01% | −42−0.5% | Reduced |
| CFM Wealth Partners LLC | 8,998 | $290.4K | 0.05% | −11,665−56.5% | Reduced |
| Cito Capital Group, LLC | 9,000 | $290.0K | 0.11% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 9,010 | $290.0K | 0.11% | +9,010 | New |
| Smith Anglin Financial, LLC | 8,983 | $289.9K | 0.03% | +21+0.2% | Added |
| IFG Advisors, LLC | 8,976 | $289.7K | 0.06% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,948 | $288.7K | 0.02% | +19+0.2% | Added |
| Evermay Wealth Management LLC | 8,929 | $288.1K | 0.04% | −26−0.3% | Reduced |
| Connors Investor Services Inc | 8,885 | $286.7K | 0.03% | −100−1.1% | Reduced |
| TCG Advisory Services, LLC | 8,842 | $285.3K | 0.01% | +689+8.5% | Added |
| HHM Wealth Advisors, LLC | 8,826 | $284.8K | 0.04% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 8,784 | $283.5K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,772 | $283.1K | 0.01% | +518+6.3% | Added |
| Mascagni Wealth Management, Inc. | 9,562 | $281.4K | 0.28% | +9,562 | New |
| Willner & Heller, LLC | 8,689 | $280.4K | 0.25% | +350+4.2% | Added |
| Univest Financial Corp | 8,688 | $280.4K | 0.02% | −288−3.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,687 | $280.3K | 0.00% | +2,568+42.0% | Added |
| YHB Investment Advisors, Inc. | 8,667 | $279.7K | 0.02% | −150−1.7% | Reduced |
| Advisor OS, LLC | 8,658 | $279.4K | 0.03% | +19+0.2% | Added |
| Bank of Hawaii | 8,655 | $279.3K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 8,637 | $278.7K | 0.23% | 00.0% | Unchanged |
| Alteri Wealth LLC | 8,623 | $278.3K | 0.08% | +8,623 | New |
| Live Oak Private Wealth LLC | 8,581 | $276.9K | 0.05% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 8,563 | $276.3K | 0.20% | +7+0.1% | Added |
| Scissortail Wealth Management, LLC | 8,532 | $275.3K | 0.07% | +8,522+85,220.0% | Added |
| Texas Yale Capital Corp. | 8,525 | $275.1K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,511 | $274.7K | 0.02% | +30.0% | Added |
| Norris Perne & French LLP | 8,486 | $273.8K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 8,459 | $273.0K | 0.04% | +931+12.4% | Added |
| Regent Peak Wealth Advisors LLC | 8,447 | $272.6K | 0.06% | +25+0.3% | Added |
| Sovereign Investment Advisors, LLC | 8,437 | $272.3K | 0.08% | +8,437 | New |
| Capital Analysts, LLC | 8,429 | $272.0K | 0.01% | +2,402+39.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $271.1K | 0.15% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 8,400 | $271.1K | 0.07% | +5,100+154.5% | Added |
| Acute Investment Advisory, LLC | 8,381 | $270.5K | 0.30% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 8,377 | $270.3K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 8,343 | $269.2K | 0.00% | +30+0.4% | Added |
| CGC Financial Services, LLC | 8,332 | $268.9K | 0.11% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 8,330 | $268.8K | 0.46% | +702+9.2% | Added |
| Legacy Edge Advisors, LLC | 8,359 | $268.7K | 0.04% | 00.0% | Unchanged |
| Holistic Financial Partners | 8,311 | $268.2K | 0.13% | +122+1.5% | Added |
| Alhambra Investment Partners LLC | 8,292 | $267.6K | 0.14% | +342+4.3% | Added |
| Allegheny Financial Group LTD | 8,252 | $266.3K | 0.07% | −2,856−25.7% | Reduced |
| LexAurum Advisors, LLC | 8,211 | $265.0K | 0.05% | +99+1.2% | Added |
| Gratus Wealth Advisors, LLC | 8,201 | $264.6K | 0.04% | +10+0.1% | Added |
| Mather Group, LLC. | 8,193 | $264.4K | 0.00% | −296−3.5% | Reduced |
| DRW Securities, LLC | 8,182 | $264.0K | 0.02% | −16,353−66.7% | Reduced |
| Main Street Group, LTD | 8,151 | $263.0K | 0.10% | −594−6.8% | Reduced |
| Tyche Wealth Partners LLC | 8,104 | $261.5K | 0.06% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 8,075 | $260.6K | 0.04% | +24+0.3% | Added |
| Verus Financial Partners, Inc. | 8,192 | $260.3K | 0.03% | 00.0% | Unchanged |