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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 8,325 | $278.5K | 0.01% | +611+7.9% | Added |
| King Luther Capital Management Corp | 8,340 | $279.0K | 0.00% | −1,505−15.3% | Reduced |
| TrueWealth Advisors, LLC | 8,378 | $280.3K | 0.10% | −967−10.3% | Reduced |
| Legacy Financial Advisors, Inc. | 8,384 | $280.5K | 0.05% | −542−6.1% | Reduced |
| Advisor OS, LLC | 8,390 | $280.6K | 0.03% | −412−4.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $281.0K | 0.16% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 8,413 | $281.4K | 0.09% | −40.0% | Reduced |
| Borer Denton & Associates, Inc. | 8,439 | $282.3K | 0.10% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 8,470 | $283.3K | 0.05% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 8,180 | $283.8K | 0.05% | +11+0.1% | Added |
| Norris Perne & French LLP | 8,486 | $283.9K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,504 | $284.5K | 0.02% | +40.0% | Added |
| Valley National Advisers Inc | 8,557 | $285.0K | 0.04% | −376−4.2% | Reduced |
| Texas Yale Capital Corp. | 8,525 | $285.2K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 8,543 | $285.8K | 0.08% | −154−1.8% | Reduced |
| Eagle Wealth Strategies LLC | 8,549 | $286.0K | 0.23% | +6+0.1% | Added |
| Allred Capital Management, LLC | 8,580 | $287.0K | 0.11% | −126−1.4% | Reduced |
| Scissortail Wealth Management, LLC | 8,600 | $287.7K | 0.07% | −55−0.6% | Reduced |
| Advisors Capital Management, LLC | 8,625 | $289.0K | 0.01% | −2,829−24.7% | Reduced |
| Wealth Effects LLC | 8,646 | $289.2K | 0.10% | 00.0% | Unchanged |
| Main Street Group, LTD | 8,627 | $289.7K | 0.12% | +6+0.1% | Added |
| Davis Capital Management | 8,637 | $290.1K | 0.25% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,688 | $290.6K | 0.01% | +477+5.8% | Added |
| WNY Asset Management, LLC | 8,718 | $291.6K | 0.04% | −257−2.9% | Reduced |
| Sentry Investment Management LLC | 8,730 | $292.0K | 0.13% | −1,788−17.0% | Reduced |
| Angeles Wealth Management, LLC | 8,736 | $292.2K | 0.03% | −1,719−16.4% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $293.8K | 0.07% | 00.0% | Unchanged |
| Logan Capital Management Inc | 8,788 | $294.0K | 0.01% | −1,759−16.7% | Reduced |
| New Century Financial Group, LLC | 8,811 | $294.7K | 0.13% | +2,703+44.3% | Added |
| HHM Wealth Advisors, LLC | 8,826 | $295.2K | 0.04% | 00.0% | Unchanged |
| Covenant Partners, LLC | 8,886 | $297.2K | 0.09% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,909 | $298.0K | 0.01% | −4,698−34.5% | Reduced |
| Verdence Capital Advisors LLC | 8,912 | $298.1K | 0.03% | −66−0.7% | Reduced |
| Keel Point, LLC | 8,999 | $299.0K | 0.03% | +1,853+25.9% | Added |
| Smith Anglin Financial, LLC | 8,951 | $299.4K | 0.03% | +1,839+25.9% | Added |
| IFG Advisors, LLC | 8,976 | $300.3K | 0.07% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 9,000 | $301.0K | 0.12% | −7,000−43.8% | Reduced |
| Capital Advisors Inc | 9,041 | $302.4K | 0.01% | +156+1.8% | Added |
| Burt Wealth Advisors | 9,069 | $303.4K | 0.08% | −5,266−36.7% | Reduced |
| Renaissance Investment Group LLC | 9,350 | $303.7K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9,102 | $304.5K | 0.05% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 9,117 | $305.0K | 0.03% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 9,170 | $306.7K | 0.02% | +1,909+26.3% | Added |
| Advisors Asset Management, Inc. | 9,225 | $308.6K | 0.01% | +3,942+74.6% | Added |
| Hanson & Doremus Investment Management | 9,240 | $309.0K | 0.05% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 9,274 | $310.2K | 0.02% | +1,800+24.1% | Added |
| MCF Advisors LLC | 9,281 | $310.4K | 0.02% | +168+1.8% | Added |
| Wealth Group, Ltd. | 9,340 | $312.0K | 0.22% | +205+2.2% | Added |
| Ironwood Investment Counsel, LLC | 9,332 | $312.2K | 0.06% | +10.0% | Added |
| Cullen/Frost Bankers, Inc. | 9,337 | $312.3K | 0.00% | +6,058+184.8% | Added |
| RB Capital Management, LLC | 9,347 | $312.6K | 0.08% | +20.0% | Added |
| Forte Capital LLC | 9,480 | $317.1K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9,490 | $317.4K | 0.16% | +13+0.1% | Added |
| JFS Wealth Advisors, LLC | 9,519 | $318.4K | 0.03% | −314−3.2% | Reduced |
| Guidance Capital, Inc | 9,126 | $320.3K | 0.10% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 9,679 | $321.3K | 0.04% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 9,630 | $322.1K | 0.21% | −122−1.3% | Reduced |
| Prossimo Advisors, LLC | 9,650 | $323.0K | 0.29% | +9,650 | New |
| Dakota Wealth Management | 9,663 | $323.2K | 0.01% | +93+1.0% | Added |
| Cooper Financial Group | 9,719 | $325.1K | 0.05% | +9,719 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,785 | $327.3K | 0.05% | +10.0% | Added |
| Lakeview Capital Partners, LLC | 8,858 | $328.4K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,822 | $328.5K | 0.00% | −346−3.4% | Reduced |
| Curran Financial Partners, LLC | 9,840 | $329.1K | 0.11% | 00.0% | Unchanged |
| Estabrook Capital Management | 9,875 | $330.3K | 0.05% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 9,918 | $331.8K | 0.02% | −750−7.0% | Reduced |
| Caldwell Trust Co | 9,918 | $331.8K | 0.04% | −295−2.9% | Reduced |
| Tiemann Investment Advisors, LLC | 9,935 | $332.3K | 0.15% | +50+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 9,947 | $332.7K | 0.14% | −3,543−26.3% | Reduced |
| West Branch Capital LLC | 9,952 | $332.9K | 0.12% | +34+0.3% | Added |
| Avestar Capital, LLC | 9,970 | $333.5K | 0.04% | +907+10.0% | Added |
| SeaCrest Wealth Management, LLC | 9,990 | $334.1K | 0.04% | +222+2.3% | Added |
| Concord Wealth Partners | 9,990 | $334.2K | 0.06% | −302−2.9% | Reduced |
| Glen Eagle Advisors, LLC | 9,998 | $334.4K | 0.06% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,032 | $335.6K | 0.10% | 00.0% | Unchanged |
| Connors Investor Services Inc | 10,035 | $335.7K | 0.03% | −1,150−10.3% | Reduced |
| Modern Wealth Management, LLC | 10,054 | $336.3K | 0.02% | −120−1.2% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 10,070 | $336.8K | 0.17% | +674+7.2% | Added |
| Altfest L J & Co Inc | 10,064 | $337.0K | 0.05% | −697−6.5% | Reduced |
| Lake Street Financial LLC | 10,088 | $337.4K | 0.04% | −146−1.4% | Reduced |
| Relative Value Partners Group, LLC | 10,088 | $337.4K | 0.04% | +10,088 | New |
| Pavion Blue Capital, LLC | 10,146 | $339.4K | 0.17% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 10,156 | $339.7K | 0.13% | +10,156 | New |
| Northeast Financial Consultants Inc | 10,200 | $341.2K | 0.02% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 10,240 | $342.5K | 0.08% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10,266 | $343.4K | 0.02% | −16−0.2% | Reduced |
| Central Trust Co | 10,267 | $343.4K | 0.01% | +251+2.5% | Added |
| Bangor Savings Bank | 10,291 | $344.2K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 10,339 | $345.8K | 0.03% | −804−7.2% | Reduced |
| Advisors Preferred, LLC | 10,297 | $345.9K | 0.06% | −264−2.5% | Reduced |
| Montag A & Associates Inc | 10,350 | $346.2K | 0.02% | −1,350−11.5% | Reduced |
| Frisch Financial Group, Inc. | 10,371 | $347.0K | 0.11% | −908−8.1% | Reduced |
| Epoch Investment Partners, Inc. | 10,400 | $347.9K | 0.00% | −146−1.4% | Reduced |
| Garner Asset Management Corp | 10,401 | $348.0K | 0.17% | +10.0% | Added |
| Bank of Hawaii | 10,410 | $348.2K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10,495 | $351.1K | 0.02% | −47−0.4% | Reduced |
| Goelzer Investment Management, Inc. | 10,523 | $352.0K | 0.02% | 00.0% | Unchanged |
| Girard Partners Ltd. | 10,534 | $352.4K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10,532 | $353.3K | 0.09% | −92−0.9% | Reduced |
| Strategic Blueprint, LLC | 10,567 | $353.5K | 0.02% | −265−2.4% | Reduced |