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 |
|---|---|---|---|---|---|
| Brave Asset Management Inc | 20,928 | $700.0K | 0.18% | 00.0% | Unchanged |
| LSV Asset Management | 21,000 | $702.0K | 0.00% | 00.0% | Unchanged |
| Cullinan Associates Inc | 21,000 | $702.5K | 0.04% | +12,000+133.3% | Added |
| Winton Group Ltd | 21,016 | $703.0K | 0.05% | +9,995+90.7% | Added |
| Taylor Financial Group, Inc. | 21,147 | $707.4K | 0.54% | +3,000+16.5% | Added |
| Welch & Forbes LLC | 21,850 | $709.7K | 0.01% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 21,881 | $710.7K | 0.18% | +10,929+99.8% | Added |
| Peoples Bank | 21,323 | $713.3K | 0.37% | −165−0.8% | Reduced |
| Leo Wealth, LLC | 21,333 | $713.9K | 0.07% | +21,333 | New |
| We Are One Seven, LLC | 21,408 | $716.1K | 0.03% | +6,313+41.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 21,475 | $718.3K | 0.09% | +1,969+10.1% | Added |
| TBH Global Asset Management, LLC | 21,494 | $719.0K | 0.16% | +1,200+5.9% | Added |
| Lakeside Advisors, INC. | 21,600 | $722.5K | 0.47% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 21,690 | $725.5K | 0.19% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 21,733 | $727.0K | 0.55% | +20+0.1% | Added |
| Inspire Advisors, LLC | 21,743 | $727.3K | 0.10% | +10.0% | Added |
| Integrated Investment Consultants, LLC | 19,689 | $729.9K | 0.20% | 00.0% | Unchanged |
| Resources Management Corp | 21,811 | $730.0K | 0.11% | −1,235−5.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 21,848 | $730.8K | 0.15% | −640−2.8% | Reduced |
| New Republic Capital, LLC | 21,915 | $733.1K | 0.37% | −71−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 21,962 | $734.6K | 0.05% | +21,854+20,235.2% | Added |
| LaSalle St. Investment Advisors, LLC | 21,999 | $736.0K | 0.37% | −27,519−55.6% | Reduced |
| Mystic Asset Management, Inc. | 22,008 | $736.2K | 0.30% | 00.0% | Unchanged |
| Aviso Financial Inc. | 22,203 | $742.7K | 0.04% | +22,203 | New |
| Sound View Wealth Advisors Group, LLC | 22,320 | $746.6K | 0.08% | −451−2.0% | Reduced |
| Colonial Trust Co | 22,376 | $748.5K | 0.13% | +725+3.3% | Added |
| Sanders Morris Harris LLC | 22,500 | $752.6K | 0.12% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 22,531 | $754.0K | 0.04% | −3,632−13.9% | Reduced |
| Foster & Motley Inc | 22,543 | $754.0K | 0.05% | +10,859+92.9% | Added |
| Great Valley Advisor Group, Inc. | 22,647 | $757.4K | 0.02% | +1,930+9.3% | Added |
| Rossmore Private Capital | 22,890 | $765.7K | 0.10% | −240−1.0% | Reduced |
| Nebula Research & Development LLC | 22,959 | $768.0K | 0.12% | −15,565−40.4% | Reduced |
| Tributary Capital Management, LLC | 23,000 | $769.4K | 0.06% | +2,100+10.0% | Added |
| Principal Securities, Inc. | 23,041 | $770.7K | 0.02% | +6,482+39.1% | Added |
| Midwest Financial Group LLC | 23,100 | $773.0K | 0.49% | −600−2.5% | Reduced |
| Flputnam Investment Management Co | 23,115 | $773.2K | 0.01% | +7,441+47.5% | Added |
| Rodgers Brothers Inc. | 23,125 | $773.5K | 0.10% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 23,130 | $773.7K | 0.23% | +2,330+11.2% | Added |
| RMR Capital Management, LLC | 23,278 | $778.6K | 0.71% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 23,294 | $779.2K | 0.14% | −532−2.2% | Reduced |
| Pacific Global Investment Management CO | 23,330 | $780.4K | 0.15% | −174−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 23,364 | $781.5K | 0.05% | +35+0.2% | Added |
| Pioneer Trust Bank N A | 23,385 | $782.2K | 0.21% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 23,500 | $786.1K | 0.12% | +8,300+54.6% | Added |
| Rehmann Capital Advisory Group | 23,684 | $792.2K | 0.06% | +1,084+4.8% | Added |
| Massmutual Trust Co FSB | 23,793 | $795.9K | 0.02% | +973+4.3% | Added |
| Continuum Advisory, LLC | 23,810 | $796.4K | 0.11% | +565+2.4% | Added |
| Diversify Advisory Services, LLC | 24,657 | $800.9K | 0.04% | −4,923−16.6% | Reduced |
| Abbot Financial Management, Inc. | 24,005 | $803.0K | 0.43% | −100−0.4% | Reduced |
| Valley Brook Capital Group | 24,025 | $803.6K | 0.63% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 24,233 | $810.6K | 0.15% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24,286 | $812.4K | 0.33% | +38+0.2% | Added |
| Main Street Financial Solutions, LLC | 24,462 | $818.3K | 0.08% | +126+0.5% | Added |
| Sciencast Management LP | 24,543 | $821.0K | 0.29% | +24,543 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,551 | $821.2K | 0.08% | 00.0% | Unchanged |
| South State Corp. | 24,618 | $823.5K | 0.06% | −172−0.7% | Reduced |
| Syon Capital LLC | 24,622 | $823.6K | 0.08% | +908+3.8% | Added |
| Werlinich Asset Management, LLC | 25,026 | $826.6K | 0.51% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 24,715 | $826.7K | 0.48% | +11,030+80.6% | Added |
| XML Financial, LLC | 24,785 | $829.1K | 0.08% | −83−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 24,800 | $829.6K | 0.56% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 25,050 | $837.9K | 0.95% | −5,160−17.1% | Reduced |
| Headlands Technologies LLC | 25,144 | $841.1K | 0.09% | +25,144 | New |
| Checchi Capital Advisers, LLC | 25,223 | $843.7K | 0.07% | −267−1.0% | Reduced |
| Quadrant Capital Group LLC | 25,232 | $844.0K | 0.06% | +1,216+5.1% | Added |
| Benin Management CORP | 25,300 | $846.3K | 0.26% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 25,349 | $847.9K | 0.15% | +1,309+5.4% | Added |
| Walleye Trading LLC | 25,507 | $853.2K | 0.02% | −38,210−60.0% | Reduced |
| Grove Bank & Trust | 25,521 | $853.7K | 0.14% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 27,376 | $854.4K | 0.02% | +26,510+3,061.2% | Added |
| Unigestion Holding SA | 24,683 | $855.8K | 0.05% | −3,263−11.7% | Reduced |
| Boston Financial Mangement LLC | 25,612 | $856.7K | 0.03% | 00.0% | Unchanged |
| Cadinha & Co LLC | 25,646 | $857.9K | 0.16% | −600−2.3% | Reduced |
| Quantum Private Wealth, LLC | 25,646 | $857.9K | 0.30% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 25,674 | $858.8K | 0.40% | −201−0.8% | Reduced |
| Portside Wealth Group, LLC | 25,706 | $859.9K | 0.16% | +8,468+49.1% | Added |
| Walker Asset Management, LLC | 25,707 | $859.9K | 0.58% | +38+0.1% | Added |
| RMR Wealth Builders | 25,801 | $863.0K | 0.10% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 25,860 | $863.5K | 0.18% | −1,833−6.6% | Reduced |
| Integrated Advisors Network LLC | 25,821 | $863.7K | 0.04% | +1,758+7.3% | Added |
| Thoroughbred Financial Services, LLC | 25,946 | $867.0K | 0.06% | +13,560+109.5% | Added |
| William B. Walkup & Associates, Inc. | 25,923 | $867.1K | 0.57% | +25,923 | New |
| Northstar Group, Inc. | 25,989 | $869.3K | 0.16% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25,998 | $869.6K | 0.01% | +7,158+38.0% | Added |
| Summit Financial, LLC | 26,083 | $872.5K | 0.04% | +16,071+160.5% | Added |
| Pittenger & Anderson Inc | 26,675 | $892.3K | 0.04% | −505−1.9% | Reduced |
| Genesee Capital Advisors, LLC | 26,684 | $892.6K | 0.44% | −26,786−50.1% | Reduced |
| Morse Asset Management, Inc | 26,700 | $893.0K | 0.22% | −1,000−3.6% | Reduced |
| SkyOak Wealth, LLC | 26,753 | $894.9K | 0.21% | −2,847−9.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 26,890 | $899.5K | 0.60% | −800−2.9% | Reduced |
| AA Financial Advisors, LLC | 27,277 | $912.4K | 0.32% | +264+1.0% | Added |
| Adirondack Trust Co | 27,327 | $914.1K | 0.37% | −208−0.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 27,349 | $914.8K | 0.59% | −330−1.2% | Reduced |
| Community Trust & Investment Co | 27,354 | $915.0K | 0.06% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 27,389 | $916.2K | 0.58% | −1,621−5.6% | Reduced |
| Heritage Wealth Management, Inc. | 27,574 | $918.2K | 0.31% | +27,574 | New |
| Lyell Wealth Management, LP | 27,508 | $920.1K | 0.09% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 27,572 | $922.3K | 0.40% | +70+0.3% | Added |
| Arkadios Wealth Advisors | 27,636 | $924.4K | 0.06% | +1,884+7.3% | Added |
| TD Private Client Wealth LLC | 27,850 | $931.6K | 0.03% | +145+0.5% | Added |