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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 13,042 | $436.3K | 0.03% | +987+8.2% | Added |
| Latitude Advisors, LLC | 13,046 | $436.4K | 0.27% | −197−1.5% | Reduced |
| Northwest Investment Counselors, LLC | 13,081 | $437.6K | 0.11% | −3,430−20.8% | Reduced |
| Deseret Mutual Benefit Administrators | 13,101 | $438.2K | 0.20% | +809+6.6% | Added |
| Traphagen Investment Advisors LLC | 13,113 | $438.6K | 0.05% | −60.0% | Reduced |
| RCS Financial Planning, LLC | 13,184 | $441.0K | 0.26% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 13,193 | $441.3K | 0.06% | −2,172−14.1% | Reduced |
| RFG Advisory, LLC | 13,238 | $442.8K | 0.01% | −6,649−33.4% | Reduced |
| Raleigh Capital Management Inc. | 13,259 | $443.5K | 0.19% | −2,300−14.8% | Reduced |
| Woodward Diversified Capital, LLC | 13,265 | $443.7K | 0.26% | +678+5.4% | Added |
| Brandywine Oak Private Wealth LLC | 13,342 | $446.3K | 0.05% | −1,611−10.8% | Reduced |
| PDS Planning, Inc | 13,351 | $446.6K | 0.05% | +4,692+54.2% | Added |
| Pathway Financial Advisers, LLC | 13,399 | $447.9K | 0.16% | −257−1.9% | Reduced |
| Resolution Capital Ltd | 13,420 | $448.9K | 0.01% | +13,420 | New |
| Moloney Securities Asset Management, LLC | 13,537 | $452.8K | 0.07% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 13,700 | $458.3K | 0.23% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 13,700 | $458.3K | 0.18% | +6,084+79.9% | Added |
| Alpha Omega Wealth Management LLC | 13,712 | $458.7K | 0.09% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,713 | $458.7K | 0.02% | +14+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 13,800 | $461.6K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 13,877 | $464.2K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 13,990 | $468.0K | 0.09% | −145−1.0% | Reduced |
| Harvey Investment Co LLC | 13,986 | $468.0K | 0.06% | 00.0% | Unchanged |
| Becker Capital Management Inc | 13,996 | $468.2K | 0.02% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 14,000 | $468.3K | 0.20% | +14,000 | New |
| Sendero Wealth Management, LLC | 14,022 | $469.0K | 0.08% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 14,031 | $469.3K | 0.10% | +652+4.9% | Added |
| Marathon Capital Management | 14,048 | $469.9K | 0.12% | 00.0% | Unchanged |
| Holderness Investments Co | 14,084 | $471.1K | 0.11% | −32−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,104 | $471.8K | 0.07% | +402+2.9% | Added |
| Silver Oak Advisory Group, Inc. | 14,169 | $473.0K | 0.26% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 14,200 | $475.0K | 0.04% | +371+2.7% | Added |
| Global Retirement Partners, LLC | 14,205 | $475.2K | 0.01% | +1,698+13.6% | Added |
| Koshinski Asset Management, Inc. | 14,669 | $476.5K | 0.04% | −5,165−26.0% | Reduced |
| Belmont Capital, LLC | 14,291 | $478.0K | 0.09% | +14,291 | New |
| Alpha Family Trust | 14,320 | $479.0K | 0.28% | 00.0% | Unchanged |
| FC Advisory LLC | 14,400 | $481.7K | 0.18% | 00.0% | Unchanged |
| Davis R M Inc | 14,430 | $482.7K | 0.01% | −1,192−7.6% | Reduced |
| Trustmark National Bank Trust Department | 14,508 | $485.3K | 0.04% | +1,466+11.2% | Added |
| Buckingham Strategic Partners | 14,641 | $489.8K | 0.01% | −445−2.9% | Reduced |
| Platform Technology Partners | 14,670 | $490.7K | 0.17% | +14,670 | New |
| Mesirow Financial Investment Management, Inc. | 14,696 | $491.6K | 0.01% | −1,043−6.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 14,699 | $491.7K | 0.18% | +901+6.5% | Added |
| Meritas Wealth Management, LLC | 14,715 | $492.2K | 0.35% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 14,610 | $494.7K | 0.10% | −750−4.9% | Reduced |
| Ramirez Asset Management, Inc. | 14,827 | $496.0K | 0.10% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 14,835 | $496.2K | 0.08% | +394+2.7% | Added |
| HBK Sorce Advisory LLC | 14,865 | $497.2K | 0.02% | −1,018−6.4% | Reduced |
| Viawealth, LLC | 14,874 | $497.5K | 0.31% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $498.0K | 0.42% | 00.0% | Unchanged |
| NBT Bank N A | 14,932 | $499.5K | 0.04% | −146−1.0% | Reduced |
| NCM Capital Management, LLC | 14,946 | $499.9K | 0.26% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 14,953 | $500.2K | 0.08% | 00.0% | Unchanged |
| Fragasso Group Inc. | 15,091 | $504.8K | 0.04% | +200+1.3% | Added |
| SlateStone Wealth, LLC | 15,108 | $505.0K | 0.05% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 15,100 | $505.1K | 0.48% | −200−1.3% | Reduced |
| Black Diamond Financial, LLC | 15,219 | $509.1K | 0.10% | +1,229+8.8% | Added |
| Malaga Cove Capital, LLC | 15,221 | $509.1K | 0.21% | +5,563+57.6% | Added |
| Wolverine Trading, LLC | 15,239 | $509.7K | 0.01% | +2,689+21.4% | Added |
| First Horizon Advisors, Inc. | 15,252 | $510.2K | 0.02% | +37+0.2% | Added |
| Evercore Wealth Management, LLC | 15,260 | $510.4K | 0.01% | −272−1.8% | Reduced |
| Manchester Capital Management LLC | 15,299 | $511.8K | 0.06% | +95+0.6% | Added |
| Capital Investment Advisory Services, LLC | 15,312 | $512.2K | 0.05% | −2,732−15.1% | Reduced |
| Principle Wealth Partners LLC | 15,329 | $512.8K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 15,375 | $514.3K | 0.03% | +14,033+1,045.7% | Added |
| Piscataqua Savings Bank | 15,384 | $514.6K | 0.46% | −1,000−6.1% | Reduced |
| JGP Wealth Management, LLC | 15,494 | $518.3K | 0.07% | −27−0.2% | Reduced |
| NTV Asset Management LLC | 15,583 | $521.3K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 15,663 | $523.9K | 0.07% | +93+0.6% | Added |
| Syverson Strege & Co | 15,687 | $524.7K | 0.18% | −23−0.1% | Reduced |
| Simplex Trading, LLC | 15,703 | $525.0K | 0.02% | +15,703 | New |
| Gibbs Wealth Management | 15,705 | $525.3K | 0.21% | +9,796+165.8% | Added |
| Bailard, Inc. | 15,750 | $526.8K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 15,761 | $527.2K | 0.01% | +15,761 | New |
| Wedmont Private Capital | 15,671 | $529.5K | 0.03% | +533+3.5% | Added |
| Nexus Investment Management ULC | 15,840 | $529.8K | 0.06% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 15,885 | $531.4K | 0.30% | +5,440+52.1% | Added |
| Waypoint Wealth Partners Inc. | 15,895 | $531.7K | 0.16% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 15,933 | $533.0K | 0.20% | −50−0.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 15,934 | $533.0K | 0.11% | −12,862−44.7% | Reduced |
| Morningstar Investment Management LLC | 16,007 | $535.0K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 16,033 | $536.3K | 0.08% | 00.0% | Unchanged |
| Partners in Financial Planning | 16,116 | $539.1K | 0.12% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 16,162 | $540.6K | 0.02% | −23−0.1% | Reduced |
| Rede Wealth, LLC | 16,230 | $542.9K | 0.50% | +13+0.1% | Added |
| Secure Asset Management, LLC | 16,268 | $544.1K | 0.10% | −973−5.6% | Reduced |
| Premier Path Wealth Partners, LLC | 16,285 | $544.7K | 0.09% | −131−0.8% | Reduced |
| XTX Topco Ltd | 16,286 | $544.8K | 0.05% | +16,286 | New |
| Keystone Financial Group | 16,310 | $545.6K | 0.20% | −376−2.3% | Reduced |
| Roof Eidam & Maycock | 16,341 | $546.6K | 0.15% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 16,401 | $548.6K | 0.01% | −700−4.1% | Reduced |
| Versor Investments LP | 16,418 | $549.2K | 0.10% | −19,620−54.4% | Reduced |
| Invesco, LLC | 16,441 | $550.0K | 0.23% | +462+2.9% | Added |
| Verus Capital Partners, LLC | 16,460 | $550.6K | 0.06% | +59+0.4% | Added |
| Osborne Partners Capital Management, LLC | 16,604 | $555.4K | 0.03% | +16,604 | New |
| First Citizens Bank & Trust Co | 16,625 | $556.1K | 0.01% | +987+6.3% | Added |
| Smith, Salley & Associates | 16,679 | $557.9K | 0.04% | +217+1.3% | Added |
| Parallel Advisors, LLC | 16,786 | $561.5K | 0.01% | −290−1.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,795 | $561.8K | 0.05% | +3,191+23.5% | Added |
| Philadelphia Trust Co | 16,875 | $564.0K | 0.04% | 00.0% | Unchanged |