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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 15,260 | $510.4K | 0.01% | −272−1.8% | Reduced |
| First Horizon Advisors, Inc. | 15,252 | $510.2K | 0.02% | +37+0.2% | Added |
| Wolverine Trading, LLC | 15,239 | $509.7K | 0.01% | +2,689+21.4% | Added |
| Malaga Cove Capital, LLC | 15,221 | $509.1K | 0.21% | +5,563+57.6% | Added |
| Black Diamond Financial, LLC | 15,219 | $509.1K | 0.10% | +1,229+8.8% | Added |
| Crescent Sterling, Ltd. | 15,100 | $505.1K | 0.48% | −200−1.3% | Reduced |
| SlateStone Wealth, LLC | 15,108 | $505.0K | 0.05% | 00.0% | Unchanged |
| Fragasso Group Inc. | 15,091 | $504.8K | 0.04% | +200+1.3% | Added |
| Greylin Investment Mangement Inc | 14,953 | $500.2K | 0.08% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 14,946 | $499.9K | 0.26% | 00.0% | Unchanged |
| NBT Bank N A | 14,932 | $499.5K | 0.04% | −146−1.0% | Reduced |
| Magnolia Capital Management Ltd | 14,895 | $498.0K | 0.42% | 00.0% | Unchanged |
| Viawealth, LLC | 14,874 | $497.5K | 0.31% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,865 | $497.2K | 0.02% | −1,018−6.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,835 | $496.2K | 0.08% | +394+2.7% | Added |
| Ramirez Asset Management, Inc. | 14,827 | $496.0K | 0.10% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 14,610 | $494.7K | 0.10% | −750−4.9% | Reduced |
| Meritas Wealth Management, LLC | 14,715 | $492.2K | 0.35% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 14,699 | $491.7K | 0.18% | +901+6.5% | Added |
| Mesirow Financial Investment Management, Inc. | 14,696 | $491.6K | 0.01% | −1,043−6.6% | Reduced |
| Platform Technology Partners | 14,670 | $490.7K | 0.17% | +14,670 | New |
| Buckingham Strategic Partners | 14,641 | $489.8K | 0.01% | −445−2.9% | Reduced |
| Trustmark National Bank Trust Department | 14,508 | $485.3K | 0.04% | +1,466+11.2% | Added |
| Davis R M Inc | 14,430 | $482.7K | 0.01% | −1,192−7.6% | Reduced |
| FC Advisory LLC | 14,400 | $481.7K | 0.18% | 00.0% | Unchanged |
| Alpha Family Trust | 14,320 | $479.0K | 0.28% | 00.0% | Unchanged |
| Belmont Capital, LLC | 14,291 | $478.0K | 0.09% | +14,291 | New |
| Koshinski Asset Management, Inc. | 14,669 | $476.5K | 0.04% | −5,165−26.0% | Reduced |
| Global Retirement Partners, LLC | 14,205 | $475.2K | 0.01% | +1,698+13.6% | Added |
| Cidel Asset Management Inc | 14,200 | $475.0K | 0.04% | +371+2.7% | Added |
| Silver Oak Advisory Group, Inc. | 14,169 | $473.0K | 0.26% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 14,104 | $471.8K | 0.07% | +402+2.9% | Added |
| Holderness Investments Co | 14,084 | $471.1K | 0.11% | −32−0.2% | Reduced |
| Marathon Capital Management | 14,048 | $469.9K | 0.12% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 14,031 | $469.3K | 0.10% | +652+4.9% | Added |
| Sendero Wealth Management, LLC | 14,022 | $469.0K | 0.08% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 14,000 | $468.3K | 0.20% | +14,000 | New |
| Becker Capital Management Inc | 13,996 | $468.2K | 0.02% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 13,986 | $468.0K | 0.06% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 13,990 | $468.0K | 0.09% | −145−1.0% | Reduced |
| Everett Harris & Co | 13,877 | $464.2K | 0.01% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,800 | $461.6K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,713 | $458.7K | 0.02% | +14+0.1% | Added |
| Alpha Omega Wealth Management LLC | 13,712 | $458.7K | 0.09% | 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 |
| Moloney Securities Asset Management, LLC | 13,537 | $452.8K | 0.07% | 00.0% | Unchanged |
| Resolution Capital Ltd | 13,420 | $448.9K | 0.01% | +13,420 | New |
| Pathway Financial Advisers, LLC | 13,399 | $447.9K | 0.16% | −257−1.9% | Reduced |
| PDS Planning, Inc | 13,351 | $446.6K | 0.05% | +4,692+54.2% | Added |
| Brandywine Oak Private Wealth LLC | 13,342 | $446.3K | 0.05% | −1,611−10.8% | Reduced |
| Woodward Diversified Capital, LLC | 13,265 | $443.7K | 0.26% | +678+5.4% | Added |
| Raleigh Capital Management Inc. | 13,259 | $443.5K | 0.19% | −2,300−14.8% | Reduced |
| RFG Advisory, LLC | 13,238 | $442.8K | 0.01% | −6,649−33.4% | Reduced |
| Prosperity Consulting Group, LLC | 13,193 | $441.3K | 0.06% | −2,172−14.1% | Reduced |
| RCS Financial Planning, LLC | 13,184 | $441.0K | 0.26% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 13,113 | $438.6K | 0.05% | −60.0% | Reduced |
| Deseret Mutual Benefit Administrators | 13,101 | $438.2K | 0.20% | +809+6.6% | Added |
| Northwest Investment Counselors, LLC | 13,081 | $437.6K | 0.11% | −3,430−20.8% | Reduced |
| Latitude Advisors, LLC | 13,046 | $436.4K | 0.27% | −197−1.5% | Reduced |
| IFG Advisory, LLC | 13,042 | $436.3K | 0.03% | +987+8.2% | Added |
| Canal Capital Management, LLC | 13,002 | $434.9K | 0.07% | −1,212−8.5% | Reduced |
| Stonegate Investment Group, LLC | 12,965 | $433.7K | 0.01% | +40.0% | Added |
| Gables Capital Management Inc. | 12,950 | $433.2K | 0.23% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 12,780 | $427.5K | 0.07% | −80−0.6% | Reduced |
| Diversified, LLC | 12,743 | $426.3K | 0.05% | +533+4.4% | Added |
| Capital Asset Advisory Services LLC | 13,119 | $426.1K | 0.02% | +958+7.9% | Added |
| Sowell Financial Services LLC | 12,748 | $426.0K | 0.02% | −1,627−11.3% | Reduced |
| Patton Albertson Miller Group, LLC | 12,700 | $424.8K | 0.06% | +690+5.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 12,600 | $421.5K | 0.10% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 12,556 | $420.0K | 0.08% | +3,556+39.5% | Added |
| Northwest Bancshares, Inc. | 12,551 | $419.8K | 0.07% | 00.0% | Unchanged |
| Everpar Advisors LLC | 12,489 | $417.8K | 0.21% | +2,944+30.8% | Added |
| Waldron Private Wealth LLC | 12,478 | $417.4K | 0.02% | +3,174+34.1% | Added |
| Graypoint LLC | 12,448 | $416.4K | 0.03% | +878+7.6% | Added |
| Shufro Rose & Co LLC | 12,400 | $414.8K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,330 | $412.4K | 0.01% | +127+1.0% | Added |
| Skopos Labs, Inc. | 11,199 | $411.9K | 0.18% | 00.0% | Unchanged |
| Elgethun Capital Management | 12,310 | $411.8K | 0.10% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 12,151 | $411.1K | 0.07% | −392−3.1% | Reduced |
| Financial Network Wealth Management LLC | 12,300 | $411.0K | 0.16% | 00.0% | Unchanged |
| McLean Asset Management Corp | 12,466 | $410.4K | 0.13% | −623−4.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,250 | $409.8K | 0.03% | +2,408+24.5% | Added |
| Successful Portfolios LLC | 12,222 | $408.8K | 0.29% | −543−4.3% | Reduced |
| Mason & Associates, LLC | 12,201 | $408.1K | 0.13% | +12,201 | New |
| 9258 Wealth Management, LLC | 12,184 | $407.6K | 0.06% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 12,107 | $407.3K | 0.20% | +1,579+15.0% | Added |
| Fagan Associates, Inc. | 12,131 | $405.8K | 0.07% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 12,087 | $404.3K | 0.01% | −1,628−11.9% | Reduced |
| Collective Family Office LLC | 12,070 | $403.7K | 0.12% | −349−2.8% | Reduced |
| Laurion Capital Management LP | 12,060 | $403.4K | 0.01% | −462,940−97.5% | Reduced |
| Sunpointe, LLC | 12,039 | $402.7K | 0.26% | +441+3.8% | Added |
| Alpine Global Management, LLC | 12,002 | $401.5K | 0.07% | +12,002 | New |
| Kiley Juergens Wealth Management, LLC | 11,944 | $399.5K | 0.11% | −300−2.5% | Reduced |
| Compass Financial Group, INC | 11,930 | $399.1K | 0.09% | +4,284+56.0% | Added |
| Courier Capital LLC | 11,907 | $398.3K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 11,874 | $397.2K | 0.13% | +44+0.4% | Added |
| Wallace Hart LLC | 11,847 | $396.3K | 0.31% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,836 | $395.9K | 0.07% | +142+1.2% | Added |
| Founders Financial Alliance, LLC | 11,833 | $395.8K | 0.12% | −698−5.6% | Reduced |