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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 6,713 | $216.6K | 0.01% | −10.0% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $216.2K | 0.01% | 00.0% | Unchanged |
| Rinkey Investments | 6,660 | $214.9K | 0.07% | +6,660 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 6,657 | $214.8K | 0.10% | −636−8.7% | Reduced |
| Carderock Capital Management Inc | 6,650 | $214.6K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,637 | $214.2K | 0.05% | −865−11.5% | Reduced |
| Red Wave Investments LLC | 6,592 | $212.7K | 0.07% | +40+0.6% | Added |
| Mirova | 6,578 | $212.3K | 0.04% | −275−4.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 6,571 | $212.1K | 0.12% | +6,571 | New |
| Quotient Wealth Partners, LLC | 6,567 | $211.9K | 0.01% | +6,567 | New |
| Mutual Advisors, LLC | 6,414 | $211.5K | 0.01% | −6,017−48.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 6,540 | $211.0K | 0.15% | +6,540 | New |
| Stanley-Laman Group, Ltd. | 6,531 | $210.8K | 0.03% | −12−0.2% | Reduced |
| Gradient Investments LLC | 6,530 | $210.7K | 0.00% | −62−0.9% | Reduced |
| Trust Co of Toledo NA | 6,520 | $210.4K | 0.03% | +300+4.8% | Added |
| Moneywise, Inc. | 6,518 | $210.3K | 0.11% | 00.0% | Unchanged |
| Strategic Equity Management | 6,518 | $210.3K | 0.09% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 6,476 | $209.0K | 0.08% | −552−7.9% | Reduced |
| Fusion Capital, LLC | 6,469 | $208.8K | 0.08% | +5+0.1% | Added |
| TrueWealth Advisors, LLC | 6,467 | $208.7K | 0.07% | +136+2.1% | Added |
| New Capital Management LP | 6,453 | $208.2K | 0.06% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 6,450 | $208.1K | 0.11% | +6,450 | New |
| Sollinda Capital Management LLC | 6,429 | $207.5K | 0.06% | +30.0% | Added |
| Romano Brothers and Company | 6,415 | $207.0K | 0.03% | +10.0% | Added |
| Lee Financial Co | 6,412 | $206.9K | 0.03% | −164−2.5% | Reduced |
| Principal Street Partners, LLC | 6,409 | $206.8K | 0.04% | −28−0.4% | Reduced |
| Financial Advisory Service, Inc. | 6,407 | $206.8K | 0.02% | +17+0.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,144 | $206.7K | 0.00% | −30−0.5% | Reduced |
| Resolute Wealth Strategies, LLC | 6,405 | $206.7K | 0.11% | +11+0.2% | Added |
| denkapparat Operations GmbH | 6,402 | $206.6K | 0.31% | +6,402 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 6,375 | $205.7K | 0.01% | +50+0.8% | Added |
| Soltis Investment Advisors LLC | 6,348 | $204.9K | 0.02% | +6,348 | New |
| Palacios Wealth Management, LLC | 6,279 | $204.2K | 0.22% | +6,279 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,324 | $204.1K | 0.05% | 00.0% | Unchanged |
| GK Wealth Management LLC | 6,323 | $204.0K | 0.26% | +6,323 | New |
| Beaton Management Co. Inc. | 6,315 | $204.0K | 0.10% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 6,320 | $203.9K | 0.15% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 6,318 | $203.9K | 0.06% | +6,318 | New |
| Pathway Financial Advisors LLC | 6,312 | $203.7K | 0.05% | 00.0% | Unchanged |
| Heritage Trust Co | 6,300 | $203.3K | 0.02% | +6,300 | New |
| Continental Investors Services, Inc. | 6,299 | $203.3K | 0.41% | +22+0.4% | Added |
| Alta Advisers Ltd | 6,292 | $203.0K | 0.13% | +492+8.5% | Added |
| KC Investment Advisors, LLC | 6,291 | $203.0K | 0.08% | −850−11.9% | Reduced |
| Braun-Bostich & Associates Inc. | 6,278 | $202.6K | 0.15% | −555−8.1% | Reduced |
| Front Row Advisors LLC | 6,240 | $201.4K | 0.07% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 6,222 | $200.8K | 0.10% | +46+0.7% | Added |
| Nelson Capital Management, LLC | 6,200 | $200.1K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6,166 | $199.0K | 0.01% | −3,929−38.9% | Reduced |
| Old Second National Bank of Aurora | 6,136 | $198.0K | 0.05% | −114−1.8% | Reduced |
| BankPlus Trust Department | 6,130 | $197.8K | 0.06% | +6,130 | New |
| Roxbury Financial LLC | 5,382 | $196.7K | 0.19% | +5,382 | New |
| Cromwell Holdings LLC | 6,041 | $194.9K | 0.11% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,035 | $194.7K | 0.02% | −620−9.3% | Reduced |
| Country Trust Bank | 6,000 | $193.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,801 | $187.2K | 0.03% | +316+5.8% | Added |
| Larson Financial Group LLC | 5,605 | $180.9K | 0.01% | −352−5.9% | Reduced |
| Valley National Advisers Inc | 5,550 | $178.0K | 0.03% | −468−7.8% | Reduced |
| Lee Danner & Bass Inc | 5,494 | $177.3K | 0.01% | +5,494 | New |
| Paladin Advisory Group, LLC | 5,387 | $173.8K | 0.13% | 00.0% | Unchanged |
| Quest Partners LLC | 5,385 | $173.8K | 0.02% | −36,079−87.0% | Reduced |
| Richardson Financial Services Inc. | 5,303 | $170.5K | 0.12% | +125+2.4% | Added |
| Cary Street Partner Investment Advisory LLC | 5,177 | $167.1K | 0.11% | −28,380−84.6% | Reduced |
| Asset Dedication, LLC | 5,172 | $166.9K | 0.01% | −1,231−19.2% | Reduced |
| Strategic Investment Solutions, Inc. | 4,757 | $163.5K | 0.05% | +44+0.9% | Added |
| Chapman Financial Group, LLC | 5,042 | $162.7K | 0.13% | +5,042 | New |
| Penserra Capital Management LLC | 5,048 | $162.0K | 0.00% | +4,883+2,959.4% | Added |
| Quent Capital, LLC | 4,935 | $159.3K | 0.02% | −605−10.9% | Reduced |
| Colonial Trust Advisors | 4,899 | $158.1K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,774 | $154.1K | 0.02% | −1,433−23.1% | Reduced |
| DT Investment Partners, LLC | 4,740 | $153.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4,734 | $152.8K | 0.06% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4,706 | $151.9K | 0.06% | +59+1.3% | Added |
| Perritt Capital Management Inc | 4,514 | $145.7K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $145.2K | 0.12% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,455 | $143.8K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 4,425 | $142.8K | 0.03% | +3,563+413.3% | Added |
| Ritter Daniher Financial Advisory LLC | 4,350 | $140.4K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,347 | $140.3K | 0.00% | −3,158−42.1% | Reduced |
| Tompkins Financial Corp | 4,300 | $138.8K | 0.01% | +4,300 | New |
| Perkins Coie Trust Co | 4,148 | $133.9K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4,142 | $133.7K | 0.17% | +4,142 | New |
| Chelsea Counsel Co | 4,100 | $132.3K | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,912 | $126.2K | 0.03% | −417−9.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,834 | $124.0K | 0.01% | +1,924+100.7% | Added |
| Optiver Holding B.V. | 3,821 | $123.3K | 0.00% | +3,365+737.9% | Added |
| Union Savings Bank | 3,800 | $122.6K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,726 | $120.2K | 0.10% | −34−0.9% | Reduced |
| Core Alternative Capital | 3,702 | $119.5K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,663 | $118.2K | 0.02% | +3,663 | New |
| TD Capital Management LLC | 3,645 | $117.6K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 3,600 | $116.2K | 0.03% | +3,600 | New |
| Holos Integrated Wealth LLC | 3,520 | $113.6K | 0.08% | +3,520 | New |
| Centiva Capital, LP | 3,516 | $113.5K | 0.00% | −58,461−94.3% | Reduced |
| Hexagon Capital Partners LLC | 3,469 | $111.9K | 0.02% | +195+6.0% | Added |
| Vision Financial Markets LLC | 3,400 | $109.7K | 0.12% | +3,400 | New |
| Catalyst Capital Advisors LLC | 3,333 | $107.6K | 0.00% | +811+32.2% | Added |
| Dunhill Financial, LLC | 3,289 | $106.1K | 0.05% | +112+3.5% | Added |
| Coppell Advisory Solutions LLC | 3,282 | $106.0K | 0.02% | +779+31.1% | Added |
| Financial Management Professionals, Inc. | 3,240 | $104.6K | 0.01% | −27−0.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3,222 | $104.0K | 0.01% | −4,978−60.7% | Reduced |