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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 3,166 | $105.9K | 0.02% | −443−12.3% | Reduced |
| Financial Management Professionals, Inc. | 3,267 | $109.0K | 0.01% | −305−8.5% | Reduced |
| McIlrath & Eck, LLC | 3,270 | $109.4K | 0.02% | +10.0% | Added |
| ORG Partners LLC | 3,487 | $116.8K | 0.01% | +2,587+287.4% | Added |
| Ashton Thomas Private Wealth, LLC | 3,578 | $119.7K | 0.01% | +3,578 | New |
| TD Capital Management LLC | 3,645 | $121.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,692 | $123.5K | 0.10% | −27−0.7% | Reduced |
| Core Alternative Capital | 3,702 | $123.8K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 3,800 | $127.1K | 0.07% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 38,280 | $130.3K | 0.05% | +38,280 | New |
| Custom Portfolio Group LLC | 4,035 | $135.0K | 0.11% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,050 | $135.5K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,100 | $137.1K | 0.07% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4,148 | $138.8K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,350 | $145.5K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,453 | $149.0K | 0.01% | −1,900−29.9% | Reduced |
| Bray Capital Advisors | 4,455 | $149.0K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $150.5K | 0.11% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,514 | $151.0K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,620 | $154.5K | 0.02% | +2,703+141.0% | Added |
| Cassady Schiller Wealth Management, LLC | 4,647 | $155.4K | 0.06% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4,734 | $158.4K | 0.07% | 00.0% | Unchanged |
| Family Firm, Inc. | 4,803 | $160.7K | 0.04% | +4,803 | New |
| Salomon & Ludwin, LLC | 4,875 | $163.1K | 0.02% | −282−5.5% | Reduced |
| Strategic Investment Solutions, Inc. | 4,379 | $165.3K | 0.05% | +4,379 | New |
| Larson Financial Group LLC | 4,957 | $165.8K | 0.01% | −286−5.5% | Reduced |
| Richardson Financial Services Inc. | 5,160 | $172.6K | 0.12% | +676+15.1% | Added |
| Paladin Advisory Group, LLC | 5,387 | $180.9K | 0.14% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,481 | $183.3K | 0.03% | −627−10.3% | Reduced |
| Quent Capital, LLC | 5,586 | $186.8K | 0.02% | +3+0.1% | Added |
| Quantbot Technologies LP | 5,657 | $189.2K | 0.01% | −46,425−89.1% | Reduced |
| Alta Advisers Ltd | 5,800 | $194.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5,875 | $196.5K | 0.07% | −1,036−15.0% | Reduced |
| LRI Investments, LLC | 5,931 | $198.4K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 5,952 | $199.1K | 0.05% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 6,000 | $200.7K | 0.08% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 6,000 | $200.7K | 0.05% | 00.0% | Unchanged |
| Fractal Investments LLC | 6,000 | $200.7K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 6,000 | $200.7K | 0.01% | +6,000 | New |
| Heartwood Wealth Advisors LLC | 6,005 | $200.9K | 0.02% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 6,013 | $201.1K | 0.12% | −53−0.9% | Reduced |
| Cromwell Holdings LLC | 6,041 | $202.1K | 0.12% | +6,041 | New |
| Emerald Advisors, LLC | 6,082 | $203.4K | 0.03% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,112 | $204.4K | 0.02% | −99−1.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 6,135 | $205.2K | 0.05% | −200−3.2% | Reduced |
| Kendall Capital Management | 6,144 | $205.5K | 0.07% | 00.0% | Unchanged |
| First Affirmative Financial Network | 6,160 | $206.0K | 0.14% | +493+8.7% | Added |
| Widmann Financial Services, Inc. | 6,175 | $206.6K | 0.17% | −180−2.8% | Reduced |
| Lakeridge Wealth Management LLC | 6,175 | $206.6K | 0.12% | +21+0.3% | Added |
| Catalina Capital Group, LLC | 6,184 | $206.8K | 0.08% | −62−1.0% | Reduced |
| J. W. Coons Advisors, LLC | 6,190 | $207.1K | 0.05% | −500−7.5% | Reduced |
| Nelson Capital Management, LLC | 6,200 | $207.4K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,205 | $207.6K | 0.03% | −480−7.2% | Reduced |
| Atlas Capital Advisors LLC | 6,207 | $207.6K | 0.03% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,245 | $208.9K | 0.03% | +6,245 | New |
| First Heartland Consultants, Inc. | 6,260 | $209.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,250 | $209.1K | 0.05% | −200−3.1% | Reduced |
| Continental Investors Services, Inc. | 6,255 | $209.2K | 0.47% | +24+0.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 6,295 | $210.6K | 0.07% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $211.0K | 0.11% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 6,312 | $211.1K | 0.06% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 6,320 | $211.4K | 0.16% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $211.6K | 0.02% | +225+3.7% | Added |
| Lockerman Financial Group, Inc. | 6,328 | $211.7K | 0.38% | +6,328 | New |
| Childress Capital Advisors, LLC | 6,345 | $212.2K | 0.06% | −18−0.3% | Reduced |
| Crawford Investment Counsel Inc | 6,350 | $212.4K | 0.00% | −1,400−18.1% | Reduced |
| Romano Brothers and Company | 6,413 | $214.5K | 0.03% | +10.0% | Added |
| Fusion Capital, LLC | 6,417 | $214.6K | 0.10% | +6,417 | New |
| Red Wave Investments LLC | 6,434 | $215.2K | 0.08% | −59−0.9% | Reduced |
| Principal Street Partners, LLC | 6,437 | $215.3K | 0.04% | +265+4.3% | Added |
| Trust Co of Toledo NA | 6,443 | $215.5K | 0.03% | +6,443 | New |
| Interchange Capital Partners, LLC | 6,450 | $215.8K | 0.08% | +6,450 | New |
| Stanley-Laman Group, Ltd. | 6,458 | $216.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,134 | $216.7K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,500 | $217.4K | 0.03% | +557+9.4% | Added |
| Moneywise, Inc. | 6,518 | $218.0K | 0.12% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 6,557 | $219.3K | 0.13% | +12+0.2% | Added |
| Oak Hill Wealth Advisors, LLC | 6,575 | $219.9K | 0.07% | +6,575 | New |
| Harel Insurance Investments & Financial Services Ltd. | 6,675 | $221.0K | 0.00% | +5,005+299.7% | Added |
| Selective Wealth Management, Inc. | 6,809 | $221.2K | 0.10% | −901−11.7% | Reduced |
| Empower Advisory Group, LLC | 6,620 | $221.4K | 0.00% | −1,178−15.1% | Reduced |
| Dark Forest Capital Management LP | 6,620 | $221.4K | 0.04% | +6,620 | New |
| Teza Capital Management LLC | 6,626 | $221.6K | 0.03% | −125,569−95.0% | Reduced |
| Atlas Brown,Inc. | 6,641 | $222.1K | 0.08% | +19+0.3% | Added |
| Middleton & Co Inc | 6,675 | $223.3K | 0.03% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 6,687 | $223.7K | 0.13% | −1,341−16.7% | Reduced |
| Colonial Trust Advisors | 6,699 | $224.1K | 0.02% | −1,927−22.3% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $224.1K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,734 | $225.2K | 0.01% | +895+15.3% | Added |
| Braun-Bostich & Associates Inc. | 6,743 | $225.6K | 0.17% | −212−3.0% | Reduced |
| Spreng Capital Management, Inc. | 6,750 | $225.8K | 0.12% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 6,751 | $225.8K | 0.09% | +388+6.1% | Added |
| NBC Securities, Inc. | 6,763 | $226.0K | 0.02% | +140+2.1% | Added |
| Rothschild Investment LLC | 6,758 | $226.0K | 0.02% | +94+1.4% | Added |
| Kowal Investment Group, LLC | 6,763 | $226.2K | 0.05% | −193−2.8% | Reduced |
| Heritage Trust Co | 6,765 | $226.3K | 0.03% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 6,744 | $226.6K | 0.06% | +6,744 | New |
| Pensionmark Financial Group, LLC | 6,801 | $227.5K | 0.01% | +381+5.9% | Added |
| White Pine Capital LLC | 6,808 | $227.7K | 0.09% | +6+0.1% | Added |
| Morningstar Investment Services LLC | 6,935 | $229.0K | 0.00% | +811+13.2% | Added |