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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 19,244 | $643.7K | 0.08% | +10.0% | Added |
| Mayfair Advisory Group, LLC | 18,980 | $641.3K | 0.43% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 19,162 | $641.0K | 0.04% | −215−1.1% | Reduced |
| Brighton Jones LLC | 19,160 | $640.9K | 0.02% | +6,280+48.8% | Added |
| CFM Wealth Partners LLC | 19,148 | $640.5K | 0.12% | +1,481+8.4% | Added |
| Mill Creek Capital Advisors, LLC | 19,110 | $639.2K | 0.02% | −175−0.9% | Reduced |
| Bristlecone Advisors, LLC | 19,065 | $637.7K | 0.05% | 00.0% | Unchanged |
| One Capital Management, LLC | 19,051 | $637.3K | 0.02% | +19,051 | New |
| PFG Investments, LLC | 19,009 | $635.9K | 0.05% | +643+3.5% | Added |
| Levy Wealth Management Group, LLC | 18,950 | $633.9K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 18,891 | $631.9K | 0.01% | +56+0.3% | Added |
| Bigelow Investment Advisors, LLC | 18,816 | $629.4K | 0.30% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,788 | $628.5K | 0.01% | +1,650+9.6% | Added |
| Kapstone Financial Advisors LLC | 18,778 | $628.1K | 0.41% | −200−1.1% | Reduced |
| 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 |
| Asset Dedication, LLC | 18,723 | $626.3K | 0.04% | +84+0.5% | Added |
| Blueshift Asset Management, LLC | 18,722 | $626.3K | 0.21% | +1,889+11.2% | Added |
| Achmea Investment Management B.V. | 18,722 | $626.0K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 18,672 | $624.6K | 0.00% | −40−0.2% | Reduced |
| GAMMA Investing LLC | 18,576 | $621.4K | 0.08% | +2,926+18.7% | Added |
| Nicolet Bankshares Inc | 18,538 | $620.1K | 0.15% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 18,517 | $619.4K | 0.03% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 18,483 | $618.3K | 0.28% | −156−0.8% | Reduced |
| Castle Wealth Management LLC | 18,475 | $618.0K | 0.30% | +3,451+23.0% | Added |
| Certified Advisory Corp | 18,356 | $614.0K | 0.08% | +50+0.3% | Added |
| Clear Harbor Asset Management, LLC | 18,330 | $613.1K | 0.05% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 18,300 | $612.1K | 0.07% | +9,493+107.8% | Added |
| Simmons Bank | 18,275 | $611.3K | 0.05% | −1,790−8.9% | Reduced |
| Hara Capital LLC | 18,240 | $610.1K | 0.39% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 18,178 | $608.0K | 0.02% | +842+4.9% | Added |
| Fox Run Management, L.L.C. | 18,176 | $608.0K | 0.11% | +18,176 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 18,173 | $607.9K | 0.23% | −128−0.7% | Reduced |
| Harbor Group, Inc. | 18,166 | $607.6K | 0.16% | +210+1.2% | Added |
| Ledyard National Bank | 18,139 | $606.8K | 0.06% | +49+0.3% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $602.1K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,893 | $598.5K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 17,872 | $597.8K | 0.04% | −132−0.7% | Reduced |
| Cornerstone Advisory, LLC | 17,826 | $596.3K | 0.08% | −2,790−13.5% | Reduced |
| Connecticut Wealth Management, LLC | 17,814 | $595.9K | 0.03% | −4,991−21.9% | Reduced |
| Hall Capital Management Co Inc | 17,795 | $595.2K | 0.28% | +70+0.4% | Added |
| GYL Financial Synergies, LLC | 17,765 | $594.2K | 0.05% | −26−0.1% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $593.1K | 0.09% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 17,100 | $592.9K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 17,704 | $592.2K | 0.18% | 00.0% | Unchanged |
| Wendell David Associates Inc | 17,674 | $591.0K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,623 | $589.5K | 0.09% | +155+0.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 16,890 | $585.6K | 0.12% | −1,053−5.9% | Reduced |
| Gryphon Financial Partners LLC | 17,492 | $585.1K | 0.09% | −1,668−8.7% | Reduced |
| Duncker Streett & Co Inc | 17,444 | $583.5K | 0.11% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 17,400 | $582.0K | 0.28% | +30.0% | Added |
| Gilbert & Cook, Inc. | 17,349 | $580.3K | 0.08% | −1,571−8.3% | Reduced |
| Twin Capital Management Inc | 17,326 | $579.6K | 0.07% | +312+1.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,275 | $577.8K | 0.02% | +126+0.7% | Added |
| Tranquility Partners, LLC | 17,274 | $577.8K | 0.22% | +30+0.2% | Added |
| Banque Cantonale Vaudoise | 17,208 | $575.0K | 0.02% | +10,301+149.1% | Added |
| Trust Point Inc. | 17,132 | $573.1K | 0.05% | −1,576−8.4% | Reduced |
| Conning Inc. | 17,071 | $571.0K | 0.02% | +632+3.8% | Added |
| Lake Street Advisors Group, LLC | 16,940 | $566.6K | 0.03% | +85+0.5% | Added |
| Silver Oak Securities, Inc | 16,875 | $564.5K | 0.08% | +565+3.5% | Added |
| My Legacy Advisors, LLC | 16,873 | $564.4K | 0.18% | +1,935+13.0% | Added |
| Philadelphia Trust Co | 16,875 | $564.0K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 16,795 | $561.8K | 0.05% | +3,191+23.5% | Added |
| Parallel Advisors, LLC | 16,786 | $561.5K | 0.01% | −290−1.7% | Reduced |
| Smith, Salley & Associates | 16,679 | $557.9K | 0.04% | +217+1.3% | Added |
| First Citizens Bank & Trust Co | 16,625 | $556.1K | 0.01% | +987+6.3% | Added |
| Osborne Partners Capital Management, LLC | 16,604 | $555.4K | 0.03% | +16,604 | New |
| Verus Capital Partners, LLC | 16,460 | $550.6K | 0.06% | +59+0.4% | Added |
| Invesco, LLC | 16,441 | $550.0K | 0.23% | +462+2.9% | Added |
| Versor Investments LP | 16,418 | $549.2K | 0.10% | −19,620−54.4% | Reduced |
| NewEdge Wealth, LLC | 16,401 | $548.6K | 0.01% | −700−4.1% | Reduced |
| Roof Eidam & Maycock | 16,341 | $546.6K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Group | 16,310 | $545.6K | 0.20% | −376−2.3% | Reduced |
| XTX Topco Ltd | 16,286 | $544.8K | 0.05% | +16,286 | New |
| Premier Path Wealth Partners, LLC | 16,285 | $544.7K | 0.09% | −131−0.8% | Reduced |
| Secure Asset Management, LLC | 16,268 | $544.1K | 0.10% | −973−5.6% | Reduced |
| Rede Wealth, LLC | 16,230 | $542.9K | 0.50% | +13+0.1% | Added |
| Avantax Planning Partners, Inc. | 16,162 | $540.6K | 0.02% | −23−0.1% | Reduced |
| Partners in Financial Planning | 16,116 | $539.1K | 0.12% | 00.0% | Unchanged |
| Qtron Investments LLC | 16,033 | $536.3K | 0.08% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 16,007 | $535.0K | 0.06% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 15,934 | $533.0K | 0.11% | −12,862−44.7% | Reduced |
| Indiana Trust & Investment Management CO | 15,933 | $533.0K | 0.20% | −50−0.3% | Reduced |
| Waypoint Wealth Partners Inc. | 15,895 | $531.7K | 0.16% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 15,885 | $531.4K | 0.30% | +5,440+52.1% | Added |
| Nexus Investment Management ULC | 15,840 | $529.8K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 15,671 | $529.5K | 0.03% | +533+3.5% | Added |
| Pure Financial Advisors, Inc. | 15,761 | $527.2K | 0.01% | +15,761 | New |
| Bailard, Inc. | 15,750 | $526.8K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 15,705 | $525.3K | 0.21% | +9,796+165.8% | Added |
| Simplex Trading, LLC | 15,703 | $525.0K | 0.02% | +15,703 | New |
| Syverson Strege & Co | 15,687 | $524.7K | 0.18% | −23−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,663 | $523.9K | 0.07% | +93+0.6% | Added |
| NTV Asset Management LLC | 15,583 | $521.3K | 0.07% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 15,494 | $518.3K | 0.07% | −27−0.2% | Reduced |
| Piscataqua Savings Bank | 15,384 | $514.6K | 0.46% | −1,000−6.1% | Reduced |
| Venturi Wealth Management, LLC | 15,375 | $514.3K | 0.03% | +14,033+1,045.7% | Added |
| Principle Wealth Partners LLC | 15,329 | $512.8K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 15,312 | $512.2K | 0.05% | −2,732−15.1% | Reduced |
| Manchester Capital Management LLC | 15,299 | $511.8K | 0.06% | +95+0.6% | Added |