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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 25,251 | $814.9K | 0.02% | +9,106+56.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 25,112 | $810.4K | 0.09% | −197−0.8% | Reduced |
| Benin Management CORP | 25,100 | $810.0K | 0.22% | −200−0.8% | Reduced |
| Werlinich Asset Management, LLC | 25,026 | $804.6K | 0.47% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 24,853 | $802.0K | 0.05% | +863+3.6% | Added |
| Aberdeen Wealth Management LLC | 24,800 | $800.3K | 0.55% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 24,586 | $793.4K | 0.06% | −405−1.6% | Reduced |
| Mystic Asset Management, Inc. | 24,558 | $792.5K | 0.21% | +2,550+11.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,451 | $789.0K | 0.08% | +450+1.9% | Added |
| Bryn Mawr Trust Co | 24,362 | $786.2K | 0.01% | −608−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 24,349 | $785.8K | 0.06% | +6,019+32.8% | Added |
| South State Corp. | 24,318 | $784.7K | 0.05% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 24,304 | $784.3K | 0.89% | +24,304 | New |
| Wolverine Trading, LLC | 24,390 | $784.1K | 0.02% | +9,789+67.0% | Added |
| Aviso Financial Inc. | 24,291 | $783.9K | 0.04% | +590+2.5% | Added |
| WealthTrust Axiom LLC | 24,265 | $783.0K | 0.23% | −9,351−27.8% | Reduced |
| Wellington Shields Capital Management, LLC | 24,233 | $782.0K | 0.14% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 24,201 | $781.0K | 0.16% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 24,001 | $779.1K | 0.01% | −39,838−62.4% | Reduced |
| Frank, Rimerman Advisors LLC | 23,997 | $774.4K | 0.06% | +1,386+6.1% | Added |
| Ambassador Advisors, LLC | 23,841 | $769.3K | 0.13% | +392+1.7% | Added |
| Diversify Advisory Services, LLC | 24,104 | $766.0K | 0.04% | +273+1.1% | Added |
| Shell Asset Management Co | 23,729 | $766.0K | 0.03% | −4,660−16.4% | Reduced |
| Abbot Financial Management, Inc. | 23,705 | $765.0K | 0.38% | −200−0.8% | Reduced |
| XML Financial, LLC | 23,703 | $764.9K | 0.07% | −252−1.1% | Reduced |
| Massmutual Trust Co FSB | 23,690 | $764.5K | 0.02% | −203−0.8% | Reduced |
| Brookstone Capital Management | 23,545 | $759.8K | 0.01% | −2,661−10.2% | Reduced |
| ELCO Management Co., LLC | 23,510 | $758.7K | 0.40% | −1,175−4.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 23,456 | $756.9K | 0.23% | +19,581+505.3% | Added |
| Legacy Private Trust Co. | 23,450 | $756.7K | 0.05% | −4,685−16.7% | Reduced |
| Pioneer Trust Bank N A | 23,385 | $754.6K | 0.19% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 23,352 | $753.6K | 0.06% | +872+3.9% | Added |
| RMR Capital Management, LLC | 23,278 | $751.2K | 0.56% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 23,275 | $751.1K | 0.35% | +82+0.4% | Added |
| Rodgers Brothers Inc. | 23,125 | $746.2K | 0.10% | 00.0% | Unchanged |
| Syon Capital LLC | 23,038 | $743.4K | 0.07% | −2,179−8.6% | Reduced |
| Welch & Forbes LLC | 23,024 | $743.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 23,012 | $742.6K | 0.11% | +6,787+41.8% | Added |
| Valley Brook Capital Group | 22,950 | $740.6K | 0.55% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 22,929 | $739.9K | 0.07% | −826−3.5% | Reduced |
| Rossmore Private Capital | 22,890 | $738.7K | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 22,856 | $737.6K | 0.02% | −3,043−11.7% | Reduced |
| MidWestOne Financial Group, Inc. | 22,794 | $735.6K | 0.10% | −500−2.1% | Reduced |
| Quadrant Capital Group LLC | 22,661 | $731.3K | 0.05% | −1,283−5.4% | Reduced |
| KG&L Capital Management,LLC | 22,595 | $729.0K | 0.23% | +22,595 | New |
| Sanders Morris Harris LLC | 22,500 | $726.1K | 0.11% | 00.0% | Unchanged |
| Resources Management Corp | 22,511 | $726.0K | 0.10% | +1,100+5.1% | Added |
| Accurate Wealth Management, LLC | 22,817 | $725.3K | 0.14% | +1,249+5.8% | Added |
| New Republic Capital, LLC | 22,397 | $722.8K | 0.47% | +370+1.7% | Added |
| WMS Partners, LLC | 22,354 | $721.4K | 0.04% | −30−0.1% | Reduced |
| Davidson Trust Co | 22,340 | $720.9K | 0.37% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 22,299 | $719.6K | 0.38% | −3,808−14.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 22,214 | $716.8K | 0.04% | −1,150−4.9% | Reduced |
| Midwest Financial Group LLC | 22,200 | $716.4K | 0.41% | −400−1.8% | Reduced |
| Castle Wealth Management LLC | 22,089 | $712.8K | 0.28% | +1,413+6.8% | Added |
| Whitener Capital Management, Inc. | 22,070 | $712.2K | 0.20% | −1,420−6.0% | Reduced |
| Prosperity Consulting Group, LLC | 22,061 | $711.9K | 0.05% | −994−4.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 22,024 | $710.0K | 0.22% | +25+0.1% | Added |
| Grove Bank & Trust | 21,970 | $709.0K | 0.10% | −277−1.2% | Reduced |
| Argentarii, LLC | 21,774 | $702.7K | 0.35% | +21,774 | New |
| Inspire Advisors, LLC | 21,766 | $702.4K | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 21,725 | $701.1K | 0.10% | +5,692+35.5% | Added |
| Redwood Wealth Management Group, LLC | 21,723 | $701.0K | 0.34% | +100.0% | Added |
| Independence Bank of Kentucky | 21,640 | $698.3K | 0.11% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 21,961 | $697.9K | 0.17% | −800−3.5% | Reduced |
| Lakeside Advisors, INC. | 21,600 | $697.0K | 0.46% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 21,586 | $696.6K | 0.35% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 21,517 | $695.0K | 0.05% | +3,339+18.4% | Added |
| Arkadios Wealth Advisors | 21,503 | $693.9K | 0.04% | −6,207−22.4% | Reduced |
| TBH Global Asset Management, LLC | 21,494 | $693.6K | 0.16% | 00.0% | Unchanged |
| Keystone Financial Group | 21,372 | $689.7K | 0.07% | +5,196+32.1% | Added |
| Twinbeech Capital LP | 21,269 | $686.4K | 0.01% | −380,370−94.7% | Reduced |
| Choate Investment Advisors | 21,257 | $686.0K | 0.02% | +1,417+7.1% | Added |
| Tributary Capital Management, LLC | 21,200 | $684.1K | 0.05% | −950−4.3% | Reduced |
| Malaga Cove Capital, LLC | 20,996 | $677.5K | 0.27% | +5,775+37.9% | Added |
| Tritonpoint Wealth, LLC | 20,935 | $675.6K | 0.06% | +391+1.9% | Added |
| Brave Asset Management Inc | 20,928 | $675.3K | 0.21% | 00.0% | Unchanged |
| Embree Financial Group | 20,902 | $674.5K | 0.12% | 00.0% | Unchanged |
| Gibbs Wealth Management | 20,843 | $672.6K | 0.18% | +3,868+22.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 20,793 | $671.0K | 0.08% | +15+0.1% | Added |
| Colonial Trust Co | 20,645 | $666.2K | 0.10% | −1,741−7.8% | Reduced |
| Canandaigua National Bank & Trust Co | 20,637 | $666.0K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 20,413 | $658.7K | 0.03% | −161−0.8% | Reduced |
| St Germain D J Co Inc | 20,413 | $658.7K | 0.03% | +40.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 20,405 | $658.5K | 0.03% | −1,400−6.4% | Reduced |
| Optas, LLC | 20,379 | $657.6K | 0.14% | +68+0.3% | Added |
| Flputnam Investment Management Co | 20,288 | $654.7K | 0.01% | +3,142+18.3% | Added |
| Intrepid Capital Management Inc | 20,228 | $652.8K | 0.33% | 00.0% | Unchanged |
| Tradewinds, LLC. | 19,712 | $652.0K | 0.18% | −117−0.6% | Reduced |
| Cornerstone Advisory, LLC | 19,482 | $650.1K | 0.07% | +2,763+16.5% | Added |
| Calamos Wealth Management LLC | 20,126 | $649.5K | 0.03% | −360,608−94.7% | Reduced |
| Forum Financial Management, LP | 20,096 | $648.5K | 0.01% | +1,080+5.7% | Added |
| Tocqueville Asset Management L.P. | 19,952 | $643.9K | 0.01% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 19,944 | $643.6K | 0.09% | +700+3.6% | Added |
| Weiss Asset Management LP | 19,926 | $643.0K | 0.01% | −26,153−56.8% | Reduced |
| Cigna Investments Inc | 19,896 | $642.0K | 0.11% | −186−0.9% | Reduced |
| Southeast Asset Advisors Inc. | 19,854 | $640.7K | 0.08% | 00.0% | Unchanged |
| Peoples Bank | 19,803 | $639.0K | 0.38% | −370−1.8% | Reduced |
| Landing Point Financial Group, LLC | 19,403 | $638.7K | 0.49% | +19,403 | New |
| Empire Financial Management Company, LLC | 19,759 | $637.6K | 0.20% | +233+1.2% | Added |