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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 11,809 | $395.0K | 0.06% | +574+5.1% | Added |
| Mutual Advisors, LLC | 11,474 | $394.7K | 0.01% | +445+4.0% | Added |
| China Universal Asset Management Co., Ltd. | 11,754 | $393.2K | 0.06% | +2,917+33.0% | Added |
| Atomi Financial Group, Inc. | 11,716 | $391.9K | 0.03% | +287+2.5% | Added |
| Lynch & Associates | 11,673 | $390.5K | 0.09% | −200−1.7% | Reduced |
| Two Sigma Securities, LLC | 11,601 | $388.1K | 0.02% | +11,601 | New |
| Chicago Partners Investment Group LLC | 11,072 | $387.7K | 0.01% | −176−1.6% | Reduced |
| Strategic Financial Services, Inc, | 11,591 | $387.7K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 11,550 | $386.3K | 0.03% | −804−6.5% | Reduced |
| Fairfield, Bush & Co. | 11,540 | $386.0K | 0.23% | −5,700−33.1% | Reduced |
| TriaGen Wealth Management LLC | 11,524 | $385.5K | 0.15% | +300+2.7% | Added |
| Wealth Alliance Advisory Group, LLC | 11,520 | $385.3K | 0.09% | 00.0% | Unchanged |
| nVerses Capital, LLC | 11,500 | $384.7K | 0.23% | +11,500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,497 | $384.6K | 0.02% | −1,200−9.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 11,478 | $383.9K | 0.19% | 00.0% | Unchanged |
| SOL Capital Management CO | 11,400 | $381.0K | 0.05% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,375 | $380.0K | 0.14% | −140−1.2% | Reduced |
| Elser Financial Planning, Inc | 11,357 | $379.9K | 0.06% | +11,357 | New |
| Kaydan Wealth Management, Inc. | 11,349 | $379.6K | 0.13% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $379.3K | 0.11% | 00.0% | Unchanged |
| Tufton Capital Management | 11,340 | $379.3K | 0.07% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 11,337 | $379.2K | 0.22% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,332 | $379.1K | 0.06% | +79+0.7% | Added |
| Westmount Partners, LLC | 11,279 | $378.9K | 0.13% | +41+0.4% | Added |
| Financial Advisors, LLC | 11,289 | $377.6K | 0.08% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $377.5K | 0.06% | 00.0% | Unchanged |
| Sepio Capital, LP | 11,262 | $377.0K | 0.03% | −1,667−12.9% | Reduced |
| Benjamin Edwards Inc | 11,282 | $377.0K | 0.07% | +278+2.5% | Added |
| Proficio Capital Partners LLC | 11,260 | $376.6K | 0.04% | −180−1.6% | Reduced |
| IMS Capital Management | 11,201 | $376.1K | 0.18% | +1,150+11.4% | Added |
| Hendley & Co Inc | 11,235 | $376.0K | 0.13% | −3,075−21.5% | Reduced |
| Austin Private Wealth, LLC | 11,224 | $375.4K | 0.04% | +671+6.4% | Added |
| Wallace Advisory Group, LLC | 11,216 | $375.2K | 0.27% | +4,295+62.1% | Added |
| LWM Advisory Services, LLC | 11,205 | $374.8K | 0.32% | −206−1.8% | Reduced |
| David Loasby | 11,370 | $374.3K | 0.04% | +59+0.5% | Added |
| Mather Group, LLC. | 10,048 | $372.5K | 0.00% | +1,191+13.4% | Added |
| First Nebraska Trust Co | 11,100 | $371.3K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 11,096 | $371.2K | 0.03% | −2,109−16.0% | Reduced |
| Sage Private Wealth Group, LLC | 11,073 | $370.4K | 0.31% | −157−1.4% | Reduced |
| Simon Quick Advisors, LLC | 11,067 | $370.2K | 0.03% | +408+3.8% | Added |
| Fukoku Mutual Life Insurance Co | 11,050 | $369.6K | 0.03% | −700−6.0% | Reduced |
| Terra Nova Asset Management LLC | 11,031 | $369.0K | 0.29% | −275−2.4% | Reduced |
| Ameritas Advisory Services, LLC | 11,029 | $368.9K | 0.01% | −1,064−8.8% | Reduced |
| 180 Wealth Advisors, LLC | 10,930 | $368.8K | 0.06% | +25+0.2% | Added |
| Allegheny Financial Group LTD | 11,019 | $368.6K | 0.11% | +4,944+81.4% | Added |
| Fullerton Fund Management Co Ltd. | 10,984 | $367.4K | 0.02% | +10,984 | New |
| Thompson Siegel & Walmsley LLC | 10,983 | $367.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,966 | $366.8K | 0.03% | +176+1.6% | Added |
| Kinloch Capital, LLC | 10,947 | $366.2K | 0.19% | +255+2.4% | Added |
| Caitlin John, LLC | 10,875 | $363.8K | 0.27% | +10,388+2,133.1% | Added |
| Clear Creek Financial Management, LLC | 10,873 | $363.7K | 0.04% | +18+0.2% | Added |
| Lifeworks Advisors, LLC | 10,870 | $363.6K | 0.10% | +369+3.5% | Added |
| CM Wealth Advisors LLC | 10,800 | $361.3K | 0.17% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10,786 | $360.8K | 0.04% | 00.0% | Unchanged |
| Kitching Partners, LLC | 10,726 | $358.8K | 0.65% | +10,726 | New |
| EverSource Wealth Advisors, LLC | 10,221 | $358.8K | 0.02% | −210−2.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 10,644 | $356.0K | 0.11% | +10,644 | New |
| Peregrine Asset Advisers, Inc. | 10,639 | $355.9K | 0.14% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 10,608 | $354.8K | 0.15% | −325−3.0% | Reduced |
| GeoWealth Management, LLC | 10,585 | $354.1K | 0.02% | +2,128+25.2% | Added |
| AIA Group Ltd | 10,573 | $353.7K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 10,567 | $353.5K | 0.02% | −265−2.4% | Reduced |
| Kozak & Associates, Inc. | 10,532 | $353.3K | 0.09% | −92−0.9% | Reduced |
| Girard Partners Ltd. | 10,534 | $352.4K | 0.03% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 10,523 | $352.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10,495 | $351.1K | 0.02% | −47−0.4% | Reduced |
| Bank of Hawaii | 10,410 | $348.2K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10,401 | $348.0K | 0.17% | +10.0% | Added |
| Epoch Investment Partners, Inc. | 10,400 | $347.9K | 0.00% | −146−1.4% | Reduced |
| Frisch Financial Group, Inc. | 10,371 | $347.0K | 0.11% | −908−8.1% | Reduced |
| Montag A & Associates Inc | 10,350 | $346.2K | 0.02% | −1,350−11.5% | Reduced |
| Advisors Preferred, LLC | 10,297 | $345.9K | 0.06% | −264−2.5% | Reduced |
| Ostrum Asset Management | 10,339 | $345.8K | 0.03% | −804−7.2% | Reduced |
| Bangor Savings Bank | 10,291 | $344.2K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 10,267 | $343.4K | 0.01% | +251+2.5% | Added |
| Johnson Financial Group, Inc. | 10,266 | $343.4K | 0.02% | −16−0.2% | Reduced |
| Shorepoint Capital Partners LLC | 10,240 | $342.5K | 0.08% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 10,200 | $341.2K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 10,156 | $339.7K | 0.13% | +10,156 | New |
| Pavion Blue Capital, LLC | 10,146 | $339.4K | 0.17% | 00.0% | Unchanged |
| Lake Street Financial LLC | 10,088 | $337.4K | 0.04% | −146−1.4% | Reduced |
| Relative Value Partners Group, LLC | 10,088 | $337.4K | 0.04% | +10,088 | New |
| Altfest L J & Co Inc | 10,064 | $337.0K | 0.05% | −697−6.5% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 10,070 | $336.8K | 0.17% | +674+7.2% | Added |
| Modern Wealth Management, LLC | 10,054 | $336.3K | 0.02% | −120−1.2% | Reduced |
| Connors Investor Services Inc | 10,035 | $335.7K | 0.03% | −1,150−10.3% | Reduced |
| Park Edge Advisors, LLC | 10,032 | $335.6K | 0.10% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9,998 | $334.4K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 9,990 | $334.2K | 0.06% | −302−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 9,990 | $334.1K | 0.04% | +222+2.3% | Added |
| Avestar Capital, LLC | 9,970 | $333.5K | 0.04% | +907+10.0% | Added |
| West Branch Capital LLC | 9,952 | $332.9K | 0.12% | +34+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 9,947 | $332.7K | 0.14% | −3,543−26.3% | Reduced |
| Tiemann Investment Advisors, LLC | 9,935 | $332.3K | 0.15% | +50+0.5% | Added |
| Midland Wealth Advisors LLC | 9,918 | $331.8K | 0.02% | −750−7.0% | Reduced |
| Caldwell Trust Co | 9,918 | $331.8K | 0.04% | −295−2.9% | Reduced |
| Estabrook Capital Management | 9,875 | $330.3K | 0.05% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 9,840 | $329.1K | 0.11% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,822 | $328.5K | 0.00% | −346−3.4% | Reduced |
| Lakeview Capital Partners, LLC | 8,858 | $328.4K | 0.05% | 00.0% | Unchanged |