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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3,186 | $103.0K | 0.06% | +233+7.9% | Added |
| Trifecta Capital Advisors, LLC | 3,117 | $100.6K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,034 | $97.9K | 0.05% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,032 | $97.8K | 0.04% | −276−8.3% | Reduced |
| Versant Capital Management, Inc | 3,028 | $97.7K | 0.02% | +1,507+99.1% | Added |
| Fortis Group Advisors, LLC | 3,015 | $97.3K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,000 | $96.8K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,962 | $95.6K | 0.01% | +29+1.0% | Added |
| Pinney & Scofield, Inc. | 2,925 | $94.4K | 0.07% | +2,925 | New |
| Stonebridge Financial Group, LLC | 2,887 | $93.2K | 0.01% | +2,887 | New |
| Hemington Wealth Management | 2,865 | $92.0K | 0.02% | +365+14.6% | Added |
| Avion Wealth | 2,856 | $92.0K | 0.02% | +1,761+160.8% | Added |
| Plante Moran Financial Advisors, LLC | 2,822 | $91.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,760 | $89.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,756 | $88.9K | 0.01% | +25+0.9% | Added |
| Atlantic Trust, LLC | 2,733 | $88.2K | 0.02% | +10+0.4% | Added |
| Capital Advisors, Ltd. LLC | 2,652 | $86.0K | 0.01% | +110+4.3% | Added |
| Proffitt & Goodson Inc | 2,641 | $85.2K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,541 | $82.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,512 | $81.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,499 | $80.6K | 0.01% | +2,499 | New |
| Riverview Trust Co | 2,403 | $77.5K | 0.07% | +38+1.6% | Added |
| Key Financial Inc | 2,361 | $76.2K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,323 | $75.0K | 0.00% | +2,323 | New |
| Oliver Lagore Vanvalin Investment Group | 2,318 | $74.8K | 0.02% | +10.0% | Added |
| Bernard Wealth Management Corp. | 2,286 | $73.8K | 0.03% | +2,286 | New |
| Silvant Capital Management LLC | 2,199 | $71.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,194 | $70.8K | 0.01% | +8+0.4% | Added |
| Loomis Sayles & Co L P | 2,180 | $70.0K | 0.00% | +2,180 | New |
| Avalon Trust Co | 2,160 | $69.7K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 2,136 | $68.9K | 0.03% | +2,136 | New |
| Provenance Wealth Advisors, LLC | 2,096 | $67.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $67.1K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,008 | $64.8K | 0.04% | +7+0.3% | Added |
| Financial Perspectives, Inc | 2,001 | $64.6K | 0.02% | −51−2.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,950 | $62.9K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,935 | $62.2K | 0.02% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,871 | $60.4K | 0.03% | +1,871 | New |
| Pension & Wealth Management Advisors, Inc. | 1,864 | $60.2K | 0.02% | +906+94.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,847 | $59.6K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,833 | $59.2K | 0.03% | +1+0.1% | Added |
| Acima Private Wealth, LLC | 1,800 | $58.1K | 0.02% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 1,760 | $56.8K | 0.05% | +1,760 | New |
| GW&K Investment Management, LLC | 1,748 | $56.0K | 0.00% | −5−0.3% | Reduced |
| Nemes Rush Group LLC | 1,718 | $55.4K | 0.01% | +5+0.3% | Added |
| Princeton Global Asset Management LLC | 1,696 | $54.7K | 0.01% | −1,365−44.6% | Reduced |
| MRP Capital Investments, LLC | 1,650 | $53.2K | 0.05% | −750−31.3% | Reduced |
| Frazier Financial Advisors, LLC | 1,640 | $52.7K | 0.04% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,625 | $52.4K | 0.04% | +1,125+225.0% | Added |
| CoreFirst Bank & Trust | 1,599 | $51.6K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,581 | $51.0K | 0.03% | +3+0.2% | Added |
| Orion Capital Management LLC | 1,527 | $49.3K | 0.02% | +1,527 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $48.0K | 0.02% | −300−16.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,484 | $47.9K | 0.00% | +1+0.1% | Added |
| Ethos Financial Group, LLC | 1,444 | $46.6K | 0.01% | +1,444 | New |
| JFS Wealth Advisors, LLC | 1,419 | $45.8K | 0.00% | −7,914−84.8% | Reduced |
| Rise Advisors, LLC | 1,392 | $44.9K | 0.02% | +21+1.5% | Added |
| Godsey & Gibb Associates | 1,381 | $44.6K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,371 | $44.0K | 0.02% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,350 | $43.6K | 0.04% | +1,350 | New |
| West Paces Advisors Inc. | 1,320 | $42.6K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,194 | $41.2K | 0.00% | +1,194 | New |
| Private Wealth Management Group, LLC | 1,244 | $40.1K | 0.02% | −7−0.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,218 | $39.3K | 0.01% | +1,218 | New |
| Empirical Asset Management, LLC | 36,360 | $39.2K | 0.01% | +825+2.3% | Added |
| Wingate Wealth Advisors, Inc. | 1,200 | $38.7K | 0.04% | +1,200 | New |
| Cape Investment Advisory, Inc. | 1,155 | $37.3K | 0.01% | +43+3.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,151 | $37.1K | 0.07% | +1,151 | New |
| Millstone Evans Group, LLC | 1,134 | $36.6K | 0.02% | +1,134 | New |
| Salomon & Ludwin, LLC | 1,125 | $36.3K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,125 | $36.3K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,123 | $36.2K | 0.04% | +1,123 | New |
| Fortitude Family Office, LLC | 1,110 | $35.8K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,104 | $35.6K | 0.07% | −858−43.7% | Reduced |
| American National Bank | 1,101 | $35.5K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 1,101 | $35.5K | 0.02% | +1,101 | New |
| Meeder Asset Management Inc | 1,091 | $35.2K | 0.00% | +746+216.2% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,050 | $34.7K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,070 | $34.5K | 0.00% | +720+205.7% | Added |
| Barrett & Company, Inc. | 1,046 | $33.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,045 | $33.7K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,040 | $33.6K | 0.00% | +714+219.0% | Added |
| Clean Yield Group | 1,029 | $33.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,020 | $32.9K | 0.00% | −2,250−68.8% | Reduced |
| Cornerstone Planning Group LLC | 970 | $32.6K | 0.01% | +134+16.0% | Added |
| Sierra Ocean, LLC | 1,010 | $32.6K | 0.03% | +1,010 | New |
| Tortoise Investment Management, LLC | 1,005 | $32.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,002 | $32.3K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,000 | $32.3K | 0.01% | +4+0.4% | Added |
| Arcadia Investment Management Corp | 999 | $32.2K | 0.01% | −565−36.1% | Reduced |
| SBI Securities Co., Ltd. | 963 | $31.1K | 0.00% | +963 | New |
| Valued Wealth Advisors LLC | 953 | $30.8K | 0.02% | +110+13.0% | Added |
| Kennebec Savings Bank | 917 | $29.2K | 0.03% | −1,022−52.7% | Reduced |
| Peoples Bank | 900 | $29.0K | 0.02% | −300−25.0% | Reduced |
| Bellevue Asset Management, LLC | 900 | $29.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 900 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 900 | $29.0K | 0.03% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 900 | $29.0K | 0.03% | +900 | New |
| Fourth Dimension Wealth, LLC | 900 | $29.0K | 0.02% | +900 | New |
| Carolinas Wealth Consulting LLC | 899 | $29.0K | 0.01% | −18−2.0% | Reduced |