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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 700 | $23.4K | 0.00% | −460−39.7% | Reduced |
| Beacon Capital Management, LLC | 706 | $23.6K | 0.00% | +168+31.2% | Added |
| Pacific Center for Financial Services | 720 | $24.1K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 772 | $25.8K | 0.00% | +772 | New |
| Fortitude Family Office, LLC | 774 | $25.9K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 781 | $26.1K | 0.01% | +781 | New |
| Coston, McIsaac & Partners | 823 | $27.0K | 0.01% | +1+0.1% | Added |
| Private Ocean, LLC | 812 | $27.2K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 816 | $27.3K | 0.01% | +816 | New |
| Caldwell Sutter Capital, Inc. | 821 | $27.5K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 825 | $27.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 846 | $28.3K | 0.01% | −8,791−91.2% | Reduced |
| WFA of San Diego, LLC | 846 | $28.3K | 0.03% | +846 | New |
| Carolinas Wealth Consulting LLC | 885 | $29.6K | 0.01% | +8+0.9% | Added |
| Cornerstone Planning Group LLC | 900 | $29.7K | 0.01% | −50−5.3% | Reduced |
| Bellevue Asset Management, LLC | 900 | $30.1K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 937 | $31.3K | 0.01% | −26−2.7% | Reduced |
| Fairscale Capital, LLC | 900 | $31.8K | 0.03% | +900 | New |
| Burkett Financial Services, LLC | 992 | $33.2K | 0.02% | +3+0.3% | Added |
| Park Place Capital Corp | 1,002 | $33.5K | 0.01% | −444−30.7% | Reduced |
| Tortoise Investment Management, LLC | 1,005 | $33.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,029 | $34.4K | 0.01% | −100−8.9% | Reduced |
| Barrett & Company, Inc. | 1,046 | $35.0K | 0.02% | +2+0.2% | Added |
| Avion Wealth | 1,076 | $35.0K | 0.01% | +34+3.3% | Added |
| TFC Financial Management | 1,048 | $35.1K | 0.01% | +440+72.4% | Added |
| Cape Investment Advisory, Inc. | 1,050 | $35.1K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1,067 | $35.7K | 0.02% | +129+13.8% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,050 | $35.8K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,072 | $35.9K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,101 | $36.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,113 | $37.2K | 0.01% | −82−6.9% | Reduced |
| Voisard Asset Management Group, Inc. | 1,123 | $37.6K | 0.02% | +4+0.4% | Added |
| Rational Advisors LLC | 1,162 | $38.9K | 0.00% | −72−5.8% | Reduced |
| Meeder Asset Management Inc | 1,176 | $39.3K | 0.00% | −26,913−95.8% | Reduced |
| Peoples Bank | 1,200 | $40.1K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,233 | $41.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,240 | $41.5K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,299 | $43.5K | 0.00% | +1,166+876.7% | Added |
| ICA Group Wealth Management, LLC | 1,309 | $43.8K | 0.03% | −23,369−94.7% | Reduced |
| Great Lakes Retirement, Inc. | 1,336 | $44.7K | 0.01% | +1,336 | New |
| Rise Advisors, LLC | 1,366 | $45.7K | 0.02% | +5+0.4% | Added |
| PEAK6 Investments LLC | 1,377 | $46.1K | 0.00% | +1,377 | New |
| Godsey & Gibb Associates | 1,381 | $46.2K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,425 | $47.9K | 0.03% | +61+4.5% | Added |
| Versant Capital Management, Inc | 1,458 | $48.8K | 0.01% | −68−4.5% | Reduced |
| West Paces Advisors Inc. | 1,470 | $49.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,483 | $49.6K | 0.00% | −33−2.2% | Reduced |
| Centerpoint Advisors, LLC | 1,500 | $50.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $50.2K | 0.01% | −138−8.4% | Reduced |
| Orion Capital Management LLC | 1,527 | $51.1K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,559 | $52.0K | 0.00% | +83+5.6% | Added |
| Princeton Global Asset Management LLC | 1,600 | $53.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,640 | $54.9K | 0.04% | −26−1.6% | Reduced |
| Nemes Rush Group LLC | 1,713 | $57.3K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,800 | $60.2K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,800 | $60.2K | 0.02% | +1,400+350.0% | Added |
| Baldwin Brothers Inc | 1,805 | $60.4K | 0.00% | +65+3.7% | Added |
| Operose Advisors LLC | 1,816 | $60.7K | 0.02% | +730+67.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,831 | $61.3K | 0.04% | −299−14.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,847 | $61.8K | 0.01% | −14−0.8% | Reduced |
| Catalyst Capital Advisors LLC | 1,916 | $64.1K | 0.00% | +46+2.5% | Added |
| Planning Capital Management Corp | 1,921 | $64.3K | 0.05% | +5+0.3% | Added |
| Riggs Asset Managment Co. Inc. | 1,935 | $64.7K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $65.2K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,957 | $65.5K | 0.05% | +1,957 | New |
| SRS Capital Advisors, Inc. | 2,031 | $67.9K | 0.01% | +978+92.9% | Added |
| Financial Perspectives, Inc | 2,047 | $68.5K | 0.03% | +4+0.2% | Added |
| Arcadia Investment Management Corp | 2,064 | $69.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $69.6K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,096 | $70.1K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,109 | $70.5K | 0.00% | +622+41.8% | Added |
| WFA Asset Management Corp | 2,112 | $70.7K | 0.04% | +7+0.3% | Added |
| Gleason Group, Inc. | 2,178 | $72.9K | 0.01% | +8+0.4% | Added |
| Silvant Capital Management LLC | 2,199 | $73.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,244 | $75.1K | 0.02% | +2,244 | New |
| Oliver Lagore Vanvalin Investment Group | 2,316 | $77.5K | 0.02% | +10.0% | Added |
| Riverview Trust Co | 2,329 | $77.9K | 0.07% | 00.0% | Unchanged |
| Key Financial Inc | 2,343 | $78.4K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,343 | $78.4K | 0.01% | +2,343 | New |
| Mondrian Investment Partners LTD | 2,312 | $81.2K | 0.00% | +215+10.3% | Added |
| Capital Advisors, Ltd. LLC | 2,443 | $82.0K | 0.01% | −19−0.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,541 | $85.0K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,605 | $87.1K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,641 | $88.3K | 0.02% | +2,641 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,700 | $90.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,713 | $90.8K | 0.02% | +10+0.4% | Added |
| Gen-Wealth Partners Inc | 2,733 | $91.4K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 2,750 | $92.0K | 0.06% | +562+25.7% | Added |
| Washington Trust Advisors, Inc. | 2,760 | $92.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,761 | $92.4K | 0.01% | +65+2.4% | Added |
| Laffer Tengler Investments | 2,772 | $92.7K | 0.02% | −74−2.6% | Reduced |
| CNB Bank | 2,794 | $93.5K | 0.04% | +262+10.3% | Added |
| DiNuzzo Private Wealth, Inc. | 2,927 | $97.9K | 0.01% | +26+0.9% | Added |
| Dunhill Financial, LLC | 2,955 | $98.8K | 0.06% | +50+1.7% | Added |
| NewSquare Capital LLC | 3,000 | $100.3K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,000 | $100.3K | 0.06% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $100.9K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,034 | $101.5K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,063 | $102.5K | 0.01% | −67−2.1% | Reduced |
| Trifecta Capital Advisors, LLC | 3,117 | $104.3K | 0.02% | 00.0% | Unchanged |