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 |
|---|---|---|---|---|---|
| Congress Park Capital LLC | 32,190 | $1.04M | 0.38% | −5,000−13.4% | Reduced |
| United Community Bank | 32,092 | $1.04M | 0.40% | −150.0% | Reduced |
| Essex Financial Services, Inc. | 32,083 | $1.04M | 0.07% | +1,375+4.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,897 | $1.03M | 0.18% | −21,504−37.5% | Reduced |
| Net Worth Advisory Group | 32,001 | $1.03M | 0.31% | −41−0.1% | Reduced |
| AA Financial Advisors, LLC | 31,914 | $1.03M | 0.27% | +2,419+8.2% | Added |
| First Hawaiian Bank | 31,911 | $1.03M | 0.03% | −6,353−16.6% | Reduced |
| Mission Wealth Management, LP | 31,905 | $1.03M | 0.02% | +446+1.4% | Added |
| Patrick M Sweeney & Associates, Inc | 31,827 | $1.03M | 0.77% | +313+1.0% | Added |
| Weatherly Asset Management L. P. | 31,786 | $1.03M | 0.09% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 31,775 | $1.03M | 0.21% | −1,534−4.6% | Reduced |
| Yoffe Investment Management, LLC | 31,770 | $1.03M | 1.52% | +31,770 | New |
| Avidian Wealth Solutions, LLC | 31,729 | $1.02M | 0.05% | −195−0.6% | Reduced |
| Csenge Advisory Group | 31,649 | $1.02M | 0.06% | −946−2.9% | Reduced |
| Washington Trust Co | 31,637 | $1.02M | 0.04% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 31,410 | $1.01M | 0.13% | −3,000−8.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 31,383 | $1.01M | 0.09% | +6,792+27.6% | Added |
| Harbour Trust & Investment Management Co | 31,325 | $1.01M | 0.12% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 31,179 | $1.01M | 1.14% | −21,414−40.7% | Reduced |
| Biltmore Wealth Management, LLC | 31,040 | $1.00M | 0.42% | −25−0.1% | Reduced |
| Wilkins Investment Counsel Inc | 31,000 | $1.00M | 0.14% | +7,600+32.5% | Added |
| Consolidated Portfolio Review Corp | 30,772 | $993.0K | 0.16% | +30,772 | New |
| Creative Financial Designs Inc | 30,689 | $990.3K | 0.08% | −117−0.4% | Reduced |
| Private Trust Co NA | 30,668 | $989.7K | 0.10% | −424−1.4% | Reduced |
| Norden Group LLC | 30,630 | $988.4K | 0.11% | −44−0.1% | Reduced |
| Systematic Financial Management LP | 30,600 | $987.5K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 30,551 | $985.9K | 0.07% | −1,429−4.5% | Reduced |
| Fulton Bank, N.A. | 30,505 | $984.4K | 0.04% | +349+1.2% | Added |
| Confluence Wealth Services, Inc. | 29,223 | $983.9K | 0.06% | +40.0% | Added |
| Stratos Wealth Advisors, LLC | 30,378 | $980.3K | 0.05% | +404+1.3% | Added |
| Modera Wealth Management, LLC | 30,333 | $978.8K | 0.01% | −2,212−6.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 30,256 | $976.4K | 0.20% | +37+0.1% | Added |
| Harbor Investment Advisory, LLC | 30,026 | $968.9K | 0.09% | −146−0.5% | Reduced |
| Harbor Advisors LLC | 30,000 | $968.1K | 0.15% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 29,850 | $963.0K | 0.05% | −150−0.5% | Reduced |
| Busey Wealth Management | 29,786 | $961.2K | 0.03% | −134−0.4% | Reduced |
| Snowden Capital Advisors LLC | 29,687 | $958.0K | 0.03% | +11,636+64.5% | Added |
| Summit Financial, LLC | 29,634 | $956.3K | 0.03% | +3,436+13.1% | Added |
| Hunter Perkins Capital Management, LLC | 29,500 | $952.0K | 0.20% | 00.0% | Unchanged |
| Vista Investment Management | 29,439 | $950.0K | 0.36% | −510−1.7% | Reduced |
| STF Management LP | 29,438 | $950.0K | 0.43% | +1,028+3.6% | Added |
| Oak Thistle LLC | 29,413 | $949.2K | 0.28% | +22,874+349.8% | Added |
| Lowe Brockenbrough & Co Inc | 29,318 | $946.1K | 0.06% | −448−1.5% | Reduced |
| Navalign, LLC | 29,299 | $945.5K | 0.28% | +133+0.5% | Added |
| Fruth Investment Management | 29,300 | $945.0K | 0.26% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 29,231 | $943.3K | 0.07% | +3,628+14.2% | Added |
| Intrust Bank NA | 29,183 | $941.7K | 0.10% | −1,460−4.8% | Reduced |
| GAMMA Investing LLC | 29,144 | $940.5K | 0.08% | −1,162−3.8% | Reduced |
| Paradigm Financial Partners, LLC | 29,104 | $939.2K | 0.12% | −2,778−8.7% | Reduced |
| Howland Capital Management LLC | 29,103 | $939.2K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 28,948 | $934.1K | 0.01% | +2,021+7.5% | Added |
| Ullmann Financial Group, Inc. | 28,913 | $933.0K | 0.12% | +110.0% | Added |
| Wedbush Securities Inc | 28,834 | $930.0K | 0.03% | −262−0.9% | Reduced |
| IFP Advisors, Inc | 28,781 | $928.8K | 0.03% | +11,080+62.6% | Added |
| Horan Securities, Inc. | 28,776 | $928.6K | 0.35% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 28,665 | $925.0K | 0.38% | −114−0.4% | Reduced |
| Aviance Capital Partners, LLC | 28,525 | $920.5K | 0.13% | −4,594−13.9% | Reduced |
| MUFG Securities Americas Inc. | 28,467 | $918.6K | 0.12% | +28,467 | New |
| Criterion Capital Advisors, LLC | 27,389 | $916.2K | 0.58% | 00.0% | Unchanged |
| City Holding Co | 28,323 | $913.9K | 0.13% | −23,494−45.3% | Reduced |
| Cary Street Partners Financial LLC | 28,235 | $911.1K | 0.03% | +28,235 | New |
| Novem Group | 28,208 | $910.3K | 0.14% | +28,208 | New |
| Integrated Wealth Concepts LLC | 28,163 | $908.8K | 0.01% | −4,077−12.6% | Reduced |
| Panagora Asset Management Inc | 28,139 | $908.0K | 0.00% | +7,559+36.7% | Added |
| L.M. Kohn & Company | 27,952 | $902.0K | 0.23% | −793−2.8% | Reduced |
| Sawgrass Asset Management LLC | 27,919 | $900.9K | 0.10% | −589−2.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 27,750 | $895.5K | 0.08% | +7,500+37.0% | Added |
| Board of the Pension Protection Fund | 27,700 | $893.9K | 1.03% | +27,700 | New |
| Heritage Wealth Management, Inc. | 27,574 | $889.8K | 0.30% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 27,572 | $889.7K | 0.35% | −20−0.1% | Reduced |
| LMR Partners LLP | 27,560 | $889.4K | 0.02% | +27,560 | New |
| Lyell Wealth Management, LP | 27,508 | $887.7K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 27,475 | $886.6K | 0.04% | +6,470+30.8% | Added |
| Community Trust & Investment Co | 27,354 | $882.7K | 0.05% | −2,100−7.1% | Reduced |
| Ontario Teachers Pension Plan Board | 27,352 | $882.6K | 0.01% | −13,599−33.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 27,349 | $882.6K | 0.52% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27,247 | $879.3K | 0.02% | −823−2.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 27,189 | $877.4K | 0.03% | −1,210−4.3% | Reduced |
| Adirondack Trust Co | 27,087 | $874.1K | 0.33% | −28−0.1% | Reduced |
| TCW Group Inc | 27,076 | $873.7K | 0.01% | −22,149−45.0% | Reduced |
| CoreCap Advisors, LLC | 26,997 | $871.2K | 0.04% | −288−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 27,013 | $871.0K | 0.05% | +934+3.6% | Added |
| Portside Wealth Group, LLC | 26,974 | $870.5K | 0.14% | +653+2.5% | Added |
| Principal Securities, Inc. | 26,933 | $869.1K | 0.02% | +1,614+6.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 26,890 | $867.7K | 0.56% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 26,949 | $866.4K | 0.09% | +1,449+5.7% | Added |
| Morse Asset Management, Inc | 26,700 | $861.6K | 0.20% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 26,607 | $858.6K | 0.17% | +702+2.7% | Added |
| Pittenger & Anderson Inc | 26,356 | $850.5K | 0.03% | −345−1.3% | Reduced |
| GWN Securities Inc. | 25,893 | $846.5K | 0.23% | +25,893 | New |
| RMR Wealth Builders | 26,123 | $843.0K | 0.09% | +149+0.6% | Added |
| Callan Family Office, LLC | 26,014 | $839.5K | 0.05% | +26,014 | New |
| Walker Asset Management, LLC | 25,779 | $831.9K | 0.51% | +36+0.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 25,677 | $828.6K | 0.31% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 25,664 | $828.2K | 0.01% | +8,412+48.8% | Added |
| William B. Walkup & Associates, Inc. | 25,661 | $828.1K | 0.52% | −262−1.0% | Reduced |
| Cadinha & Co LLC | 25,616 | $826.6K | 0.14% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25,534 | $824.0K | 0.11% | +275+1.1% | Added |
| Quantum Private Wealth, LLC | 25,446 | $821.1K | 0.26% | 00.0% | Unchanged |
| Northstar Group, Inc. | 25,429 | $820.6K | 0.14% | −560−2.2% | Reduced |