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 |
|---|---|---|---|---|---|
| My Legacy Advisors, LLC | 16,873 | $564.4K | 0.18% | +1,935+13.0% | Added |
| Silver Oak Securities, Inc | 16,875 | $564.5K | 0.08% | +565+3.5% | Added |
| Lake Street Advisors Group, LLC | 16,940 | $566.6K | 0.03% | +85+0.5% | Added |
| Conning Inc. | 17,071 | $571.0K | 0.02% | +632+3.8% | Added |
| Trust Point Inc. | 17,132 | $573.1K | 0.05% | −1,576−8.4% | Reduced |
| Banque Cantonale Vaudoise | 17,208 | $575.0K | 0.02% | +10,301+149.1% | Added |
| Tranquility Partners, LLC | 17,274 | $577.8K | 0.22% | +30+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,275 | $577.8K | 0.02% | +126+0.7% | Added |
| Twin Capital Management Inc | 17,326 | $579.6K | 0.07% | +312+1.8% | Added |
| Gilbert & Cook, Inc. | 17,349 | $580.3K | 0.08% | −1,571−8.3% | Reduced |
| Investors Asset Management of Georgia Inc | 17,400 | $582.0K | 0.28% | +30.0% | Added |
| Duncker Streett & Co Inc | 17,444 | $583.5K | 0.11% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 17,492 | $585.1K | 0.09% | −1,668−8.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 16,890 | $585.6K | 0.12% | −1,053−5.9% | Reduced |
| Parkside Financial Bank & Trust | 17,623 | $589.5K | 0.09% | +155+0.9% | Added |
| Wendell David Associates Inc | 17,674 | $591.0K | 0.06% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 17,704 | $592.2K | 0.18% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 17,100 | $592.9K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 17,730 | $593.1K | 0.09% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,765 | $594.2K | 0.05% | −26−0.1% | Reduced |
| Hall Capital Management Co Inc | 17,795 | $595.2K | 0.28% | +70+0.4% | Added |
| Connecticut Wealth Management, LLC | 17,814 | $595.9K | 0.03% | −4,991−21.9% | Reduced |
| Cornerstone Advisory, LLC | 17,826 | $596.3K | 0.08% | −2,790−13.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,872 | $597.8K | 0.04% | −132−0.7% | Reduced |
| North Star Investment Management Corp. | 17,893 | $598.5K | 0.04% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 18,000 | $602.1K | 0.04% | 00.0% | Unchanged |
| Ledyard National Bank | 18,139 | $606.8K | 0.06% | +49+0.3% | Added |
| Harbor Group, Inc. | 18,166 | $607.6K | 0.16% | +210+1.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 18,173 | $607.9K | 0.23% | −128−0.7% | Reduced |
| Fox Run Management, L.L.C. | 18,176 | $608.0K | 0.11% | +18,176 | New |
| NorthRock Partners, LLC | 18,178 | $608.0K | 0.02% | +842+4.9% | Added |
| Hara Capital LLC | 18,240 | $610.1K | 0.39% | 00.0% | Unchanged |
| Simmons Bank | 18,275 | $611.3K | 0.05% | −1,790−8.9% | Reduced |
| Knollwood Investment Advisory, LLC | 18,300 | $612.1K | 0.07% | +9,493+107.8% | Added |
| Clear Harbor Asset Management, LLC | 18,330 | $613.1K | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 18,356 | $614.0K | 0.08% | +50+0.3% | Added |
| Castle Wealth Management LLC | 18,475 | $618.0K | 0.30% | +3,451+23.0% | Added |
| Dupree Financial Group, LLC | 18,483 | $618.3K | 0.28% | −156−0.8% | Reduced |
| Klingenstein Fields & Co LP | 18,517 | $619.4K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 18,538 | $620.1K | 0.15% | 00.0% | Unchanged |
| GAMMA Investing LLC | 18,576 | $621.4K | 0.08% | +2,926+18.7% | Added |
| Boston Trust Walden Corp | 18,672 | $624.6K | 0.00% | −40−0.2% | Reduced |
| Achmea Investment Management B.V. | 18,722 | $626.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 18,722 | $626.3K | 0.21% | +1,889+11.2% | Added |
| Asset Dedication, LLC | 18,723 | $626.3K | 0.04% | +84+0.5% | Added |
| Arete Wealth Advisors, LLC | 18,709 | $627.0K | 0.05% | −201−1.1% | Reduced |
| Appleton Partners Inc | 18,748 | $627.0K | 0.05% | +339+1.8% | Added |
| Kapstone Financial Advisors LLC | 18,778 | $628.1K | 0.41% | −200−1.1% | Reduced |
| Merit Financial Group, LLC | 18,788 | $628.5K | 0.01% | +1,650+9.6% | Added |
| Bigelow Investment Advisors, LLC | 18,816 | $629.4K | 0.30% | 00.0% | Unchanged |
| Forum Financial Management, LP | 18,891 | $631.9K | 0.01% | +56+0.3% | Added |
| Levy Wealth Management Group, LLC | 18,950 | $633.9K | 0.16% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,009 | $635.9K | 0.05% | +643+3.5% | Added |
| One Capital Management, LLC | 19,051 | $637.3K | 0.02% | +19,051 | New |
| Bristlecone Advisors, LLC | 19,065 | $637.7K | 0.05% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 19,110 | $639.2K | 0.02% | −175−0.9% | Reduced |
| CFM Wealth Partners LLC | 19,148 | $640.5K | 0.12% | +1,481+8.4% | Added |
| Brighton Jones LLC | 19,160 | $640.9K | 0.02% | +6,280+48.8% | Added |
| Flagship Harbor Advisors, LLC | 19,162 | $641.0K | 0.04% | −215−1.1% | Reduced |
| Mayfair Advisory Group, LLC | 18,980 | $641.3K | 0.43% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 19,244 | $643.7K | 0.08% | +10.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,293 | $645.4K | 0.07% | −3,403−15.0% | Reduced |
| Davidson Trust Co | 19,398 | $648.9K | 0.45% | −3,000−13.4% | Reduced |
| First Command Advisory Services, Inc. | 19,523 | $653.0K | 0.01% | +789+4.2% | Added |
| Empire Financial Management Company, LLC | 19,526 | $653.1K | 0.22% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 19,574 | $654.8K | 0.18% | +40+0.2% | Added |
| Diversify Wealth Management, LLC | 19,856 | $655.3K | 0.08% | +19,856 | New |
| Silvercrest Asset Management Group LLC | 19,593 | $655.4K | 0.00% | −26,841−57.8% | Reduced |
| E Fund Management Co., Ltd. | 19,629 | $656.6K | 0.04% | −4,290−17.9% | Reduced |
| Cobblestone Capital Advisors LLC | 19,630 | $656.6K | 0.04% | 00.0% | Unchanged |
| Hoylecohen, LLC | 19,667 | $657.9K | 0.05% | −159−0.8% | Reduced |
| Boyd Watterson Asset Management LLC | 19,681 | $658.3K | 0.19% | −5,000−20.3% | Reduced |
| PFG Advisors | 19,698 | $658.9K | 0.04% | +818+4.3% | Added |
| Pettyjohn, Wood & White, Inc | 19,725 | $659.8K | 0.13% | −1,830−8.5% | Reduced |
| Independent Financial Group, LLC | 19,772 | $661.4K | 0.03% | +72+0.4% | Added |
| Douglass Winthrop Advisors, LLC | 19,776 | $661.5K | 0.01% | −440−2.2% | Reduced |
| Tradewinds, LLC. | 19,826 | $663.2K | 0.20% | +19,826 | New |
| Southeast Asset Advisors Inc. | 19,854 | $664.1K | 0.08% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 19,952 | $667.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 20,310 | $670.9K | 0.11% | +849+4.4% | Added |
| WMS Partners, LLC | 20,163 | $674.5K | 0.04% | +147+0.7% | Added |
| Chicago Trust Co NA | 20,186 | $675.2K | 0.14% | +190+1.0% | Added |
| Intrepid Capital Management Inc | 20,228 | $676.6K | 0.43% | 00.0% | Unchanged |
| AMG National Trust Bank | 20,233 | $676.8K | 0.02% | +8,116+67.0% | Added |
| Edgemoor Investment Advisors, Inc. | 20,250 | $677.4K | 0.06% | −907−4.3% | Reduced |
| Canandaigua National Bank & Trust Co | 20,262 | $677.8K | 0.07% | −75−0.4% | Reduced |
| St Germain D J Co Inc | 20,264 | $677.8K | 0.03% | +1,728+9.3% | Added |
| Tritonpoint Wealth, LLC | 20,319 | $679.7K | 0.07% | −3,331−14.1% | Reduced |
| Sandy Spring Bank | 20,343 | $680.5K | 0.03% | −60−0.3% | Reduced |
| Clarius Group, LLC | 20,444 | $683.9K | 0.05% | −558−2.7% | Reduced |
| Choate Investment Advisors | 20,500 | $685.7K | 0.02% | −41−0.2% | Reduced |
| Norden Group LLC | 20,520 | $686.4K | 0.14% | +1,617+8.6% | Added |
| Patriot Investment Management Inc. | 20,527 | $686.6K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 20,569 | $688.0K | 0.18% | +156+0.8% | Added |
| Panagora Asset Management Inc | 20,646 | $690.6K | 0.00% | −875,545−97.7% | Reduced |
| Snowden Capital Advisors LLC | 20,648 | $690.7K | 0.02% | +1,034+5.3% | Added |
| Cigna Investments Inc | 20,651 | $691.0K | 0.13% | −141−0.7% | Reduced |
| Nations Financial Group Inc, | 20,840 | $697.1K | 0.06% | +11+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 20,808 | $699.0K | 0.08% | +16+0.1% | Added |
| Embree Financial Group | 20,902 | $699.2K | 0.13% | 00.0% | Unchanged |