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, Q2 2024
Institutional positions in CSX Corp as of Jun 30, 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
- 1,662
- −12 vs. Q1 2024
- Shares held
- 1.43B
- −5.91M (−0.4%) vs. Q1 2024
- Total value
- $47.8B
- −$5.31B (−10.0%) vs. Q1 2024
- New holders
- 117
- 627 more added
- Sold out
- 129
- 573 more reduced
20 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2024
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 27,910 | $933.6K | 0.07% | +27,910 | New |
| Legacy Private Trust Co. | 28,135 | $941.1K | 0.07% | −940−3.2% | Reduced |
| Sonora Investment Management Group, LLC | 25,737 | $954.1K | 0.07% | 00.0% | Unchanged |
| L.M. Kohn & Company | 28,558 | $955.3K | 0.26% | −1,112−3.7% | Reduced |
| Westfield Capital Management Co LP | 28,590 | $956.3K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 28,605 | $956.8K | 0.04% | −1,040−3.5% | Reduced |
| Horan Securities, Inc. | 28,776 | $962.6K | 0.42% | +8,640+42.9% | Added |
| Acorn Wealth Advisors, LLC | 28,855 | $965.2K | 0.48% | −202−0.7% | Reduced |
| Howland Capital Management LLC | 28,896 | $966.6K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 27,304 | $967.9K | 0.02% | +191+0.7% | Added |
| Sawgrass Asset Management LLC | 28,975 | $969.2K | 0.11% | −826−2.8% | Reduced |
| United Community Bank | 29,028 | $971.0K | 0.39% | +29,028 | New |
| Vista Investment Management | 29,034 | $971.2K | 0.39% | +1,097+3.9% | Added |
| Federated Hermes, Inc. | 29,178 | $976.0K | 0.00% | −4,155−12.5% | Reduced |
| Fruth Investment Management | 29,300 | $980.0K | 0.27% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 29,318 | $980.7K | 0.07% | +20.0% | Added |
| Navalign, LLC | 29,359 | $982.1K | 0.31% | +1,214+4.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,381 | $982.8K | 0.04% | +14,574+98.4% | Added |
| Biltmore Wealth Management, LLC | 29,478 | $986.0K | 0.43% | −1,815−5.8% | Reduced |
| Applied Finance Capital Management, LLC | 29,483 | $986.2K | 0.05% | +29,483 | New |
| Hunter Perkins Capital Management, LLC | 29,500 | $987.0K | 0.21% | 00.0% | Unchanged |
| Busey Wealth Management | 29,592 | $989.9K | 0.03% | +748+2.6% | Added |
| Patrick M Sweeney & Associates, Inc | 29,830 | $990.3K | 0.80% | +633+2.2% | Added |
| Confluence Wealth Services, Inc. | 29,611 | $990.5K | 0.08% | +17,980+154.6% | Added |
| Ninepoint Partners LP | 29,654 | $991.9K | 0.11% | +3,886+15.1% | Added |
| Aviance Capital Partners, LLC | 29,717 | $994.0K | 0.14% | +81+0.3% | Added |
| Bridgefront Capital, LLC | 29,818 | $997.4K | 0.42% | +29,818 | New |
| Stratos Wealth Advisors, LLC | 29,866 | $999.0K | 0.05% | +2,184+7.9% | Added |
| Fulton Bank, N.A. | 29,964 | $1.00M | 0.04% | −502−1.6% | Reduced |
| Wellington Shields & Co., LLC | 30,000 | $1.00M | 0.33% | 00.0% | Unchanged |
| Harbor Advisors LLC | 30,000 | $1.00M | 0.18% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 30,000 | $1.00M | 0.03% | +429+1.5% | Added |
| Harbor Investment Advisory, LLC | 30,186 | $1.01M | 0.11% | −33−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 30,369 | $1.02M | 0.23% | −262−0.9% | Reduced |
| Ullmann Financial Group, Inc. | 30,571 | $1.02M | 0.15% | −948−3.0% | Reduced |
| Systematic Financial Management LP | 30,600 | $1.02M | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30,794 | $1.03M | 0.09% | +24,263+371.5% | Added |
| Wealthspire Advisors, LLC | 30,797 | $1.03M | 0.01% | +153+0.5% | Added |
| Intrust Bank NA | 30,958 | $1.04M | 0.11% | −657−2.1% | Reduced |
| Private Trust Co NA | 31,116 | $1.04M | 0.11% | +70+0.2% | Added |
| Mission Wealth Management, LP | 31,184 | $1.04M | 0.03% | +2,432+8.5% | Added |
| STF Management LP | 31,210 | $1.04M | 0.44% | −1,576−4.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 31,374 | $1.05M | 0.02% | −26,108−45.4% | Reduced |
| Paradigm Asset Management Co LLC | 31,500 | $1.05M | 0.29% | +31,500 | New |
| Harbour Trust & Investment Management Co | 31,531 | $1.05M | 0.13% | −2,126−6.3% | Reduced |
| Essex Financial Services, Inc. | 30,808 | $1.06M | 0.08% | +2,480+8.8% | Added |
| Washington Trust Co | 31,622 | $1.06M | 0.04% | +54+0.2% | Added |
| Diversified Trust Co | 31,729 | $1.06M | 0.03% | −13,049−29.1% | Reduced |
| Taylor Hoffman Wealth Management | 31,632 | $1.06M | 0.43% | −57−0.2% | Reduced |
| Intellectus Partners, LLC | 31,772 | $1.06M | 0.29% | +358+1.1% | Added |
| Weatherly Asset Management L. P. | 31,786 | $1.06M | 0.10% | −5,839−15.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 31,800 | $1.06M | 0.06% | −4,841−13.2% | Reduced |
| Shelton Wealth Management, LLC | 31,919 | $1.07M | 0.64% | +31,919 | New |
| Everhart Financial Group, Inc. | 31,922 | $1.07M | 0.28% | +1,928+6.4% | Added |
| Avidian Wealth Solutions, LLC | 31,928 | $1.07M | 0.05% | +633+2.0% | Added |
| First Hawaiian Bank | 32,012 | $1.07M | 0.04% | −2,048−6.0% | Reduced |
| Fidelis Capital Partners, LLC | 32,139 | $1.08M | 0.15% | +9,816+44.0% | Added |
| Horizon Investments, LLC | 32,357 | $1.08M | 0.03% | −1,648−4.8% | Reduced |
| Valmark Advisers, Inc. | 32,390 | $1.08M | 0.02% | +342+1.1% | Added |
| Daymark Wealth Partners, LLC | 32,657 | $1.09M | 0.05% | +2,860+9.6% | Added |
| IFP Advisors, Inc | 32,679 | $1.09M | 0.04% | +15,612+91.5% | Added |
| Transcend Wealth Collective, LLC | 32,689 | $1.09M | 0.08% | +1,527+4.9% | Added |
| Eagle Asset Management Inc | 32,603 | $1.10M | 0.01% | +4,972+18.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 32,754 | $1.10M | 0.10% | −4,600−12.3% | Reduced |
| Brevan Howard Capital Management LP | 32,871 | $1.10M | 0.07% | +32,871 | New |
| Robertson Stephens Wealth Management, LLC | 33,079 | $1.11M | 0.06% | −3,203−8.8% | Reduced |
| Coastline Trust Co | 33,171 | $1.11M | 0.13% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 33,114 | $1.11M | 0.14% | +19,077+135.9% | Added |
| VELA Investment Management, LLC | 33,552 | $1.12M | 0.40% | +1,038+3.2% | Added |
| Cobblestone Asset Management LLC | 33,926 | $1.13M | 0.74% | +127+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 34,069 | $1.14M | 0.05% | −611−1.8% | Reduced |
| Cascade Financial Partners, LLC | 34,410 | $1.15M | 0.15% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 34,476 | $1.15M | 0.03% | −300−0.9% | Reduced |
| Paradigm Financial Partners, LLC | 34,631 | $1.16M | 0.17% | +1,758+5.3% | Added |
| Country Club Bank | 35,114 | $1.16M | 0.08% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 34,707 | $1.16M | 0.02% | −720−2.0% | Reduced |
| V-Square Quantitative Management LLC | 34,907 | $1.17M | 0.19% | −1,872−5.1% | Reduced |
| J.W. Cole Advisors, Inc. | 35,092 | $1.17M | 0.06% | −1,211−3.3% | Reduced |
| WealthTrust Axiom LLC | 35,116 | $1.17M | 0.39% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 35,189 | $1.18M | 0.03% | +2,366+7.2% | Added |
| Weil Company, Inc. | 35,200 | $1.18M | 0.43% | 00.0% | Unchanged |
| Csenge Advisory Group | 35,216 | $1.18M | 0.07% | +10,896+44.8% | Added |
| Eagle Strategies LLC | 35,244 | $1.18M | 0.23% | +35,244 | New |
| Wright Investors Service Inc | 35,267 | $1.18M | 0.31% | −119−0.3% | Reduced |
| Equitable Holdings, Inc. | 35,287 | $1.18M | 0.01% | +1,227+3.6% | Added |
| Modera Wealth Management, LLC | 35,340 | $1.18M | 0.02% | −18,644−34.5% | Reduced |
| Sapient Capital LLC | 35,422 | $1.18M | 0.02% | +67+0.2% | Added |
| CWM Advisors, LLC | 35,529 | $1.19M | 0.14% | −7,205−16.9% | Reduced |
| CAPROCK Group, Inc. | 35,699 | $1.19M | 0.05% | +13,005+57.3% | Added |
| Gibraltar Capital Management, Inc. | 35,781 | $1.20M | 0.54% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 35,886 | $1.20M | 0.04% | +383+1.1% | Added |
| Western Wealth Management, LLC | 36,127 | $1.21M | 0.09% | +295+0.8% | Added |
| Venator Management LLC | 36,170 | $1.21M | 0.37% | −15,875−30.5% | Reduced |
| Perigon Wealth Management, LLC | 36,178 | $1.21M | 0.04% | +387+1.1% | Added |
| Chatham Capital Group, Inc. | 36,206 | $1.21M | 0.21% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 36,411 | $1.22M | 0.30% | −218−0.6% | Reduced |
| Spirit of America Management Corp | 36,600 | $1.22M | 0.25% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.22M | 0.42% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 36,631 | $1.23M | 0.03% | +394+1.1% | Added |
| Sheets Smith Wealth Management | 36,681 | $1.23M | 0.15% | 00.0% | Unchanged |