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 |
|---|---|---|---|---|---|
| Carderock Capital Management Inc | 6,850 | $229.1K | 0.06% | 00.0% | Unchanged |
| Mirova | 6,853 | $229.2K | 0.04% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,888 | $230.4K | 0.00% | −4,100−37.3% | Reduced |
| AlTi Global, Inc. | 6,890 | $230.5K | 0.01% | +342+5.2% | Added |
| New Potomac Partners, LLC | 6,902 | $230.9K | 0.13% | 00.0% | Unchanged |
| Nomura Holdings Inc | 6,908 | $231.1K | 0.00% | −13,215−65.7% | Reduced |
| Summit Asset Management, LLC | 6,909 | $231.1K | 0.05% | +612+9.7% | Added |
| Defender Capital, LLC. | 6,910 | $231.1K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,921 | $231.5K | 0.01% | −310−4.3% | Reduced |
| Patten & Patten Inc | 6,961 | $232.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6,985 | $233.6K | 0.02% | +322+4.8% | Added |
| Claro Advisors LLC | 6,990 | $233.8K | 0.04% | +1,302+22.9% | Added |
| Barr E S & Co | 7,000 | $234.2K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,011 | $234.5K | 0.04% | −30,527−81.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,017 | $234.7K | 0.05% | +424+6.4% | Added |
| ArrowMark Colorado Holdings LLC | 7,020 | $234.8K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 7,037 | $235.4K | 0.01% | −1,106−13.6% | Reduced |
| Rosenberg Matthew Hamilton | 7,035 | $236.3K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 7,073 | $236.6K | 0.02% | +203+3.0% | Added |
| Allstate Corp | 7,076 | $236.7K | 0.02% | −1,428−16.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 7,090 | $237.1K | 0.12% | −97−1.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,108 | $237.8K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,115 | $238.0K | 0.12% | +7,115 | New |
| Salem Investment Counselors Inc | 7,154 | $239.3K | 0.01% | +262+3.8% | Added |
| Blackston Financial Advisory Group, LLC | 7,177 | $240.1K | 0.13% | +7,177 | New |
| Fairhaven Wealth Management, LLC | 7,184 | $240.3K | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,194 | $240.6K | 0.01% | −2,200−23.4% | Reduced |
| Papp L Roy & Associates | 7,200 | $240.8K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $240.8K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7,200 | $240.8K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,204 | $241.0K | 0.02% | +14+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 7,209 | $241.1K | 0.08% | −825−10.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,218 | $241.4K | 0.01% | +4+0.1% | Added |
| State of Wyoming | 7,221 | $241.5K | 0.04% | −484−6.3% | Reduced |
| Royal Fund Management, LLC | 7,226 | $241.7K | 0.03% | −4,739−39.6% | Reduced |
| Broadwater Capital Management LLC | 7,245 | $242.3K | 0.19% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,246 | $242.4K | 0.14% | +12+0.2% | Added |
| Belpointe Asset Management LLC | 7,259 | $242.8K | 0.02% | −821−10.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,304 | $243.0K | 0.13% | 00.0% | Unchanged |
| Claret Asset Management Corp | 7,333 | $245.0K | 0.04% | +7,333 | New |
| IVC Wealth Advisors LLC | 7,335 | $245.4K | 0.14% | −184−2.4% | Reduced |
| Ridgewood Investments LLC | 7,337 | $245.4K | 0.12% | +8+0.1% | Added |
| SNS Financial Group, LLC | 7,356 | $246.1K | 0.03% | +109+1.5% | Added |
| KCM Investment Advisors LLC | 7,383 | $247.0K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,400 | $247.5K | 0.04% | +200+2.8% | Added |
| Front Row Advisors LLC | 7,403 | $247.6K | 0.09% | −5−0.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,409 | $247.8K | 0.07% | 00.0% | Unchanged |
| Thomasville National Bank | 7,443 | $249.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,412 | $249.0K | 0.01% | +2,532+51.9% | Added |
| HCR Wealth Advisors | 7,446 | $249.1K | 0.04% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 7,458 | $249.5K | 0.02% | −2,170−22.5% | Reduced |
| Harbour Investments, Inc. | 7,459 | $249.5K | 0.01% | +101+1.4% | Added |
| Obsidian Personal Planning Solutions LLC | 7,461 | $249.6K | 0.15% | −164−2.2% | Reduced |
| Holistic Financial Partners | 7,465 | $249.7K | 0.13% | +402+5.7% | Added |
| Signet Financial Management, LLC | 7,488 | $250.5K | 0.03% | −100−1.3% | Reduced |
| L2 Asset Management, LLC | 7,490 | $250.5K | 0.08% | −2,847−27.5% | Reduced |
| Lion Street Advisors, LLC | 7,491 | $250.6K | 0.09% | +7,491 | New |
| Legacy Financial Group, Inc. | 7,496 | $250.7K | 0.09% | −10−0.1% | Reduced |
| Farmers National Bank | 7,499 | $250.8K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 7,500 | $250.9K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,500 | $250.9K | 0.04% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $250.9K | 0.22% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,510 | $251.2K | 0.04% | +39+0.5% | Added |
| West Wealth Group, LLC | 7,530 | $251.9K | 0.09% | +185+2.5% | Added |
| Cozad Asset Management Inc | 7,551 | $252.6K | 0.03% | +42+0.6% | Added |
| Court Place Advisors, LLC | 7,554 | $252.7K | 0.08% | 00.0% | Unchanged |
| Auxier Asset Management | 7,566 | $253.1K | 0.04% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,593 | $254.0K | 0.02% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 7,596 | $254.1K | 0.02% | +205+2.8% | Added |
| SageView Advisory Group, LLC | 7,609 | $254.5K | 0.01% | +919+13.7% | Added |
| Consolidated Planning Corp | 7,613 | $254.7K | 0.04% | −900−10.6% | Reduced |
| LMG Wealth Partners, LLC | 7,613 | $254.7K | 0.06% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 7,638 | $255.5K | 0.01% | −9,069−54.3% | Reduced |
| Summit X, LLC | 7,632 | $256.2K | 0.06% | +795+11.6% | Added |
| Carmichael Hill & Associates, Inc. | 7,662 | $256.3K | 0.10% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 7,688 | $257.2K | 0.07% | +30.0% | Added |
| Willner & Heller, LLC | 7,712 | $258.0K | 0.25% | +29+0.4% | Added |
| Grimes & Company, Inc. | 7,745 | $259.1K | 0.01% | +101+1.3% | Added |
| TCG Advisory Services, LLC | 7,755 | $259.4K | 0.01% | +1,673+27.5% | Added |
| BNC Wealth Management, LLC | 7,771 | $259.9K | 0.10% | −90−1.1% | Reduced |
| Eqis Capital Management, Inc. | 7,795 | $260.7K | 0.02% | +1,336+20.7% | Added |
| Broderick Brian C | 7,800 | $260.9K | 0.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,813 | $261.3K | 0.02% | +989+14.5% | Added |
| New Capital Management LP | 7,884 | $263.7K | 0.08% | 00.0% | Unchanged |
| Exchange Bank | 7,933 | $265.4K | 0.23% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $265.4K | 0.05% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 7,950 | $265.9K | 0.15% | −32,639−80.4% | Reduced |
| Baldwin Investment Management, LLC | 7,973 | $266.7K | 0.04% | +1,380+20.9% | Added |
| Centaurus Financial, Inc. | 8,042 | $269.0K | 0.02% | +28+0.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 8,057 | $269.5K | 0.03% | −10,586−56.8% | Reduced |
| Kimelman & Baird, LLC | 8,100 | $270.9K | 0.02% | +8,100 | New |
| Oakworth Capital, Inc. | 8,124 | $271.7K | 0.02% | −8,142−50.1% | Reduced |
| Verus Financial Partners, Inc. | 8,192 | $274.0K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 8,199 | $274.2K | 0.07% | +10.0% | Added |
| Catalyst Funds Management Pty Ltd | 8,200 | $274.3K | 0.07% | +3,700+82.2% | Added |
| LexAurum Advisors, LLC | 8,237 | $275.5K | 0.07% | +6+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 8,263 | $276.4K | 0.07% | +169+2.1% | Added |
| CIC Wealth, LLC | 8,265 | $276.5K | 0.08% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 8,273 | $276.7K | 0.07% | −407−4.7% | Reduced |
| CGC Financial Services, LLC | 8,302 | $277.7K | 0.12% | +31+0.4% | Added |