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 |
|---|---|---|---|---|---|
| Obsidian Personal Planning Solutions LLC | 7,911 | $260.0K | 0.13% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 8,044 | $259.6K | 0.19% | −5,016−38.4% | Reduced |
| Grimes & Company, Inc. | 8,033 | $259.2K | 0.01% | +183+2.3% | Added |
| Shelton Wealth Management, LLC | 8,007 | $258.4K | 0.14% | −26,490−76.8% | Reduced |
| Baldwin Investment Management, LLC | 7,973 | $257.3K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 7,970 | $257.2K | 0.01% | −820−9.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,956 | $256.7K | 0.10% | +311+4.1% | Added |
| Quadrant Private Wealth Management, LLC | 7,941 | $256.3K | 0.06% | +695+9.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $256.1K | 0.04% | 00.0% | Unchanged |
| Exchange Bank | 7,933 | $256.0K | 0.21% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 7,930 | $255.9K | 0.06% | +7,930 | New |
| Belpointe Asset Management LLC | 7,437 | $254.9K | 0.02% | +463+6.6% | Added |
| LRI Investments, LLC | 7,879 | $254.3K | 0.02% | +1,948+32.8% | Added |
| Strategic Blueprint, LLC | 7,806 | $251.9K | 0.01% | +220+2.9% | Added |
| Broderick Brian C | 7,800 | $251.7K | 0.05% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 7,800 | $251.7K | 0.08% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 7,731 | $251.3K | 0.02% | +7,731 | New |
| Southland Equity Partners LLC | 7,782 | $251.1K | 0.06% | +92+1.2% | Added |
| Franklin Street Advisors Inc | 7,770 | $251.0K | 0.02% | +7,770 | New |
| Wealth Effects LLC | 7,740 | $249.8K | 0.09% | −70−0.9% | Reduced |
| Providence Capital Advisors, LLC | 7,733 | $249.5K | 0.05% | −173,000−95.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,717 | $249.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,730 | $249.0K | 0.02% | −200−2.5% | Reduced |
| SNS Financial Group, LLC | 7,709 | $248.8K | 0.03% | +64+0.8% | Added |
| Keel Point, LLC | 7,693 | $248.3K | 0.02% | −808−9.5% | Reduced |
| B&L Asset Management LLC | 7,650 | $246.9K | 0.16% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,614 | $245.7K | 0.02% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 7,613 | $245.7K | 0.05% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 7,583 | $244.7K | 0.00% | −539−6.6% | Reduced |
| West Wealth Group, LLC | 7,582 | $244.7K | 0.07% | +25+0.3% | Added |
| Auxier Asset Management | 7,566 | $244.2K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,551 | $243.7K | 0.02% | 00.0% | Unchanged |
| Asset Planning,Inc | 7,544 | $243.4K | 0.19% | +7,544 | New |
| Signet Financial Management, LLC | 7,533 | $243.1K | 0.03% | +45+0.6% | Added |
| Integrity Alliance, LLC. | 7,527 | $242.9K | 0.03% | +7,527 | New |
| BNC Wealth Management, LLC | 7,525 | $242.8K | 0.08% | −217−2.8% | Reduced |
| Consolidated Planning Corp | 7,511 | $242.4K | 0.03% | −145−1.9% | Reduced |
| Norway Savings Bank | 7,500 | $242.0K | 0.13% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $242.0K | 0.20% | 00.0% | Unchanged |
| Shay Capital LLC | 7,500 | $242.0K | 0.06% | +7,500 | New |
| Sentry Investment Management LLC | 7,508 | $242.0K | 0.12% | −1,222−14.0% | Reduced |
| Childress Capital Advisors, LLC | 7,488 | $241.6K | 0.07% | +746+11.1% | Added |
| L2 Asset Management, LLC | 7,463 | $240.8K | 0.05% | −290−3.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 7,459 | $240.7K | 0.03% | −599−7.4% | Reduced |
| First Financial Bank - Trust Division | 7,458 | $240.7K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 7,457 | $240.6K | 0.03% | +11+0.1% | Added |
| Martin Worley Group | 7,454 | $240.5K | 0.15% | +7,454 | New |
| GTS Securities LLC | 7,450 | $240.4K | 0.01% | +7,450 | New |
| Thomasville National Bank | 7,443 | $240.2K | 0.02% | 00.0% | Unchanged |
| Guidance Capital, Inc | 7,344 | $240.1K | 0.07% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 7,436 | $240.0K | 0.02% | −44−0.6% | Reduced |
| KCM Investment Advisors LLC | 7,435 | $239.9K | 0.01% | +52+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 7,434 | $239.9K | 0.07% | +225+3.1% | Added |
| Claret Asset Management Corp | 7,406 | $239.0K | 0.04% | +42+0.6% | Added |
| Farmers National Bank | 7,403 | $238.9K | 0.07% | +7,403 | New |
| Fort Sheridan Advisors LLC | 7,400 | $238.8K | 0.03% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 7,377 | $238.1K | 0.01% | +153+2.1% | Added |
| ZWJ Investment Counsel Inc | 7,355 | $237.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,353 | $237.3K | 0.11% | +8+0.1% | Added |
| Hanson & Doremus Investment Management | 7,349 | $237.0K | 0.04% | −1,741−19.2% | Reduced |
| Zions Bancorporation, N.A. | 7,326 | $236.4K | 0.01% | +533+7.8% | Added |
| Hazlett, Burt & Watson, Inc. | 7,309 | $236.0K | 0.10% | +5+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,301 | $235.6K | 0.01% | +132+1.8% | Added |
| AIA Group Ltd | 7,298 | $235.5K | 0.01% | −3,275−31.0% | Reduced |
| Allred Capital Management, LLC | 7,295 | $235.4K | 0.09% | +7+0.1% | Added |
| Fairhaven Wealth Management, LLC | 7,280 | $234.9K | 0.07% | +96+1.3% | Added |
| Drive Wealth Management, LLC | 7,258 | $234.2K | 0.06% | −1,155−13.7% | Reduced |
| Rosenberg Matthew Hamilton | 7,248 | $233.9K | 0.06% | +357+5.2% | Added |
| Broadwater Capital Management LLC | 7,245 | $233.8K | 0.18% | 00.0% | Unchanged |
| Papp L Roy & Associates | 7,200 | $232.3K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $232.3K | 0.07% | 00.0% | Unchanged |
| Lee-Kelleher Wealth Management | 7,200 | $232.3K | 0.17% | +7,200 | New |
| Harbour Investments, Inc. | 7,155 | $230.9K | 0.01% | −134−1.8% | Reduced |
| Snider Financial Group | 7,118 | $229.7K | 0.07% | +7,118 | New |
| Berkeley, Inc | 7,113 | $229.5K | 0.12% | −202,895−96.6% | Reduced |
| Legacy Advisors, LLC | 7,099 | $229.1K | 0.02% | +576+8.8% | Added |
| ARS Investment Partners, LLC | 7,080 | $228.5K | 0.02% | +1,200+20.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 7,065 | $228.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 7,045 | $227.3K | 0.02% | +208+3.0% | Added |
| ArrowMark Colorado Holdings LLC | 7,020 | $226.5K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 7,011 | $226.2K | 0.12% | +171+2.5% | Added |
| Barr E S & Co | 7,000 | $225.9K | 0.01% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 7,000 | $225.9K | 0.04% | +7,000 | New |
| Jaffetilchin Investment Partners, LLC | 6,984 | $225.4K | 0.02% | −4−0.1% | Reduced |
| Patten & Patten Inc | 6,937 | $223.9K | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,933 | $223.7K | 0.04% | +12+0.2% | Added |
| Summit X, LLC | 6,931 | $223.7K | 0.05% | +94+1.4% | Added |
| Defender Capital, LLC. | 6,910 | $223.0K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,899 | $222.6K | 0.02% | −318−4.4% | Reduced |
| Madison Asset Management, LLC | 6,888 | $222.3K | 0.00% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 6,888 | $222.3K | 0.00% | +6,888 | New |
| ICONIQ Capital, LLC | 6,872 | $221.8K | 0.00% | +6,872 | New |
| Pure Financial Advisors, Inc. | 6,858 | $221.3K | 0.01% | +6,858 | New |
| Webster Bank, N. A. | 6,850 | $221.1K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 6,845 | $220.9K | 0.07% | −80−1.2% | Reduced |
| White Pine Capital LLC | 6,808 | $219.7K | 0.07% | 00.0% | Unchanged |
| Middleton & Co Inc | 6,775 | $218.6K | 0.02% | +100+1.5% | Added |
| M.E. Allison & Co., Inc. | 6,759 | $218.1K | 0.24% | +6,759 | New |
| Atlas Brown,Inc. | 6,753 | $217.9K | 0.07% | +59+0.9% | Added |
| LWM Advisory Services, LLC | 6,715 | $216.7K | 0.15% | −2,943−30.5% | Reduced |