Institutional Ownership Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX). We have compiled data on the 1,907 institutions that hold shares in the stock, with a total of 1.39 Billion shares, which have been reported (via 13F filing form) to have a value of $47.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
70,145
shares
|
$2.41 Million
0.87% of portfolio
|
Q3 2022
Reduced 0.23%
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
70,000
shares
|
$2.41 Million
1.29% of portfolio
|
Q4 2022
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
69,915
shares
|
$2.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
69,090
shares
|
$2.37 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
68,725
shares
|
$2.36 Million
0.07% of portfolio
|
Q1 2025
Reduced 60.22%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
68,494
shares
|
$2.35 Million
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
68,438
shares
|
$2.35 Million
0.2% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
67,779
shares
|
$2.33 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
67,570
shares
|
$2.32 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
67,425
shares
|
$2.32 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
66,959
shares
|
$2.3 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
66,889
shares
|
$2.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
65,649
shares
|
$2.26 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
65,336
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 93.22%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
64,979
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
64,698
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.33%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
64,310
shares
|
$2.21 Million
0.19% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
63,948
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
63,946
shares
|
$2.2 Million
1.68% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
63,543
shares
|
$2.18 Million
0.18% of portfolio
|
Q4 2023
Reduced 1.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
63,522
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
63,439
shares
|
$2.18 Million
0.13% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
63,320
shares
|
$2.18 Million
0.43% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
63,250
shares
|
$2.17 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
62,670
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.01%
|