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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 10,573 | $353.7K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 10,585 | $354.1K | 0.02% | +2,128+25.2% | Added |
| Beech Hill Advisors, Inc. | 10,608 | $354.8K | 0.15% | −325−3.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,639 | $355.9K | 0.14% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 10,644 | $356.0K | 0.11% | +10,644 | New |
| EverSource Wealth Advisors, LLC | 10,221 | $358.8K | 0.02% | −210−2.0% | Reduced |
| Kitching Partners, LLC | 10,726 | $358.8K | 0.65% | +10,726 | New |
| JNBA Financial Advisors | 10,786 | $360.8K | 0.04% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $361.3K | 0.17% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 10,870 | $363.6K | 0.10% | +369+3.5% | Added |
| Clear Creek Financial Management, LLC | 10,873 | $363.7K | 0.04% | +18+0.2% | Added |
| Caitlin John, LLC | 10,875 | $363.8K | 0.27% | +10,388+2,133.1% | Added |
| Kinloch Capital, LLC | 10,947 | $366.2K | 0.19% | +255+2.4% | Added |
| Cornerstone Wealth Management, LLC | 10,966 | $366.8K | 0.03% | +176+1.6% | Added |
| Thompson Siegel & Walmsley LLC | 10,983 | $367.0K | 0.01% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 10,984 | $367.4K | 0.02% | +10,984 | New |
| Allegheny Financial Group LTD | 11,019 | $368.6K | 0.11% | +4,944+81.4% | Added |
| 180 Wealth Advisors, LLC | 10,930 | $368.8K | 0.06% | +25+0.2% | Added |
| Ameritas Advisory Services, LLC | 11,029 | $368.9K | 0.01% | −1,064−8.8% | Reduced |
| Terra Nova Asset Management LLC | 11,031 | $369.0K | 0.29% | −275−2.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 11,050 | $369.6K | 0.03% | −700−6.0% | Reduced |
| Simon Quick Advisors, LLC | 11,067 | $370.2K | 0.03% | +408+3.8% | Added |
| Sage Private Wealth Group, LLC | 11,073 | $370.4K | 0.31% | −157−1.4% | Reduced |
| Armstrong Advisory Group, Inc | 11,096 | $371.2K | 0.03% | −2,109−16.0% | Reduced |
| First Nebraska Trust Co | 11,100 | $371.3K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 10,048 | $372.5K | 0.00% | +1,191+13.4% | Added |
| David Loasby | 11,370 | $374.3K | 0.04% | +59+0.5% | Added |
| LWM Advisory Services, LLC | 11,205 | $374.8K | 0.32% | −206−1.8% | Reduced |
| Wallace Advisory Group, LLC | 11,216 | $375.2K | 0.27% | +4,295+62.1% | Added |
| Austin Private Wealth, LLC | 11,224 | $375.4K | 0.04% | +671+6.4% | Added |
| Hendley & Co Inc | 11,235 | $376.0K | 0.13% | −3,075−21.5% | Reduced |
| IMS Capital Management | 11,201 | $376.1K | 0.18% | +1,150+11.4% | Added |
| Proficio Capital Partners LLC | 11,260 | $376.6K | 0.04% | −180−1.6% | Reduced |
| Sepio Capital, LP | 11,262 | $377.0K | 0.03% | −1,667−12.9% | Reduced |
| Benjamin Edwards Inc | 11,282 | $377.0K | 0.07% | +278+2.5% | Added |
| Capital Investment Counsel, Inc | 11,286 | $377.5K | 0.06% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $377.6K | 0.08% | 00.0% | Unchanged |
| Westmount Partners, LLC | 11,279 | $378.9K | 0.13% | +41+0.4% | Added |
| Souders Financial Advisors | 11,332 | $379.1K | 0.06% | +79+0.7% | Added |
| Acute Investment Advisory, LLC | 11,337 | $379.2K | 0.22% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $379.3K | 0.11% | 00.0% | Unchanged |
| Tufton Capital Management | 11,340 | $379.3K | 0.07% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $379.6K | 0.13% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 11,357 | $379.9K | 0.06% | +11,357 | New |
| Westbourne Investment Advisors, Inc. | 11,375 | $380.0K | 0.14% | −140−1.2% | Reduced |
| SOL Capital Management CO | 11,400 | $381.0K | 0.05% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 11,478 | $383.9K | 0.19% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,497 | $384.6K | 0.02% | −1,200−9.5% | Reduced |
| nVerses Capital, LLC | 11,500 | $384.7K | 0.23% | +11,500 | New |
| Wealth Alliance Advisory Group, LLC | 11,520 | $385.3K | 0.09% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 11,524 | $385.5K | 0.15% | +300+2.7% | Added |
| Fairfield, Bush & Co. | 11,540 | $386.0K | 0.23% | −5,700−33.1% | Reduced |
| Money Concepts Capital Corp | 11,550 | $386.3K | 0.03% | −804−6.5% | Reduced |
| Strategic Financial Services, Inc, | 11,591 | $387.7K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 11,072 | $387.7K | 0.01% | −176−1.6% | Reduced |
| Two Sigma Securities, LLC | 11,601 | $388.1K | 0.02% | +11,601 | New |
| Lynch & Associates | 11,673 | $390.5K | 0.09% | −200−1.7% | Reduced |
| Atomi Financial Group, Inc. | 11,716 | $391.9K | 0.03% | +287+2.5% | Added |
| China Universal Asset Management Co., Ltd. | 11,754 | $393.2K | 0.06% | +2,917+33.0% | Added |
| Mutual Advisors, LLC | 11,474 | $394.7K | 0.01% | +445+4.0% | Added |
| Formidable Asset Management, LLC | 11,809 | $395.0K | 0.06% | +574+5.1% | Added |
| Founders Financial Alliance, LLC | 11,833 | $395.8K | 0.12% | −698−5.6% | Reduced |
| Mayflower Financial Advisors, LLC | 11,836 | $395.9K | 0.07% | +142+1.2% | Added |
| Wallace Hart LLC | 11,847 | $396.3K | 0.31% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,874 | $397.2K | 0.13% | +44+0.4% | Added |
| Courier Capital LLC | 11,907 | $398.3K | 0.03% | 00.0% | Unchanged |
| Compass Financial Group, INC | 11,930 | $399.1K | 0.09% | +4,284+56.0% | Added |
| Kiley Juergens Wealth Management, LLC | 11,944 | $399.5K | 0.11% | −300−2.5% | Reduced |
| Alpine Global Management, LLC | 12,002 | $401.5K | 0.07% | +12,002 | New |
| Sunpointe, LLC | 12,039 | $402.7K | 0.26% | +441+3.8% | Added |
| Laurion Capital Management LP | 12,060 | $403.4K | 0.01% | −462,940−97.5% | Reduced |
| Collective Family Office LLC | 12,070 | $403.7K | 0.12% | −349−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 12,087 | $404.3K | 0.01% | −1,628−11.9% | Reduced |
| Fagan Associates, Inc. | 12,131 | $405.8K | 0.07% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 12,107 | $407.3K | 0.20% | +1,579+15.0% | Added |
| 9258 Wealth Management, LLC | 12,184 | $407.6K | 0.06% | 00.0% | Unchanged |
| Mason & Associates, LLC | 12,201 | $408.1K | 0.13% | +12,201 | New |
| Successful Portfolios LLC | 12,222 | $408.8K | 0.29% | −543−4.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,250 | $409.8K | 0.03% | +2,408+24.5% | Added |
| McLean Asset Management Corp | 12,466 | $410.4K | 0.13% | −623−4.8% | Reduced |
| Financial Network Wealth Management LLC | 12,300 | $411.0K | 0.16% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 12,151 | $411.1K | 0.07% | −392−3.1% | Reduced |
| Elgethun Capital Management | 12,310 | $411.8K | 0.10% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 11,199 | $411.9K | 0.18% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,330 | $412.4K | 0.01% | +127+1.0% | Added |
| Shufro Rose & Co LLC | 12,400 | $414.8K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 12,448 | $416.4K | 0.03% | +878+7.6% | Added |
| Waldron Private Wealth LLC | 12,478 | $417.4K | 0.02% | +3,174+34.1% | Added |
| Everpar Advisors LLC | 12,489 | $417.8K | 0.21% | +2,944+30.8% | Added |
| Northwest Bancshares, Inc. | 12,551 | $419.8K | 0.07% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 12,556 | $420.0K | 0.08% | +3,556+39.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $421.5K | 0.10% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 12,700 | $424.8K | 0.06% | +690+5.7% | Added |
| Sowell Financial Services LLC | 12,748 | $426.0K | 0.02% | −1,627−11.3% | Reduced |
| Capital Asset Advisory Services LLC | 13,119 | $426.1K | 0.02% | +958+7.9% | Added |
| Diversified, LLC | 12,743 | $426.3K | 0.05% | +533+4.4% | Added |
| Revolve Wealth Partners, LLC | 12,780 | $427.5K | 0.07% | −80−0.6% | Reduced |
| Gables Capital Management Inc. | 12,950 | $433.2K | 0.23% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 12,965 | $433.7K | 0.01% | +40.0% | Added |
| Canal Capital Management, LLC | 13,002 | $434.9K | 0.07% | −1,212−8.5% | Reduced |