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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,785 | $327.3K | 0.05% | +10.0% | Added |
| Cooper Financial Group | 9,719 | $325.1K | 0.05% | +9,719 | New |
| Dakota Wealth Management | 9,663 | $323.2K | 0.01% | +93+1.0% | Added |
| Prossimo Advisors, LLC | 9,650 | $323.0K | 0.29% | +9,650 | New |
| Armstrong, Fleming & Moore, Inc | 9,630 | $322.1K | 0.21% | −122−1.3% | Reduced |
| Barlow Wealth Partners, Inc. | 9,679 | $321.3K | 0.04% | 00.0% | Unchanged |
| Guidance Capital, Inc | 9,126 | $320.3K | 0.10% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9,519 | $318.4K | 0.03% | −314−3.2% | Reduced |
| Sittner & Nelson, LLC | 9,490 | $317.4K | 0.16% | +13+0.1% | Added |
| Forte Capital LLC | 9,480 | $317.1K | 0.04% | 00.0% | Unchanged |
| RB Capital Management, LLC | 9,347 | $312.6K | 0.08% | +20.0% | Added |
| Cullen/Frost Bankers, Inc. | 9,337 | $312.3K | 0.00% | +6,058+184.8% | Added |
| Ironwood Investment Counsel, LLC | 9,332 | $312.2K | 0.06% | +10.0% | Added |
| Wealth Group, Ltd. | 9,340 | $312.0K | 0.22% | +205+2.2% | Added |
| MCF Advisors LLC | 9,281 | $310.4K | 0.02% | +168+1.8% | Added |
| Berkshire Asset Management LLC | 9,274 | $310.2K | 0.02% | +1,800+24.1% | Added |
| Hanson & Doremus Investment Management | 9,240 | $309.0K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,225 | $308.6K | 0.01% | +3,942+74.6% | Added |
| Oxford Financial Group Ltd | 9,170 | $306.7K | 0.02% | +1,909+26.3% | Added |
| YHB Investment Advisors, Inc. | 9,117 | $305.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9,102 | $304.5K | 0.05% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 9,350 | $303.7K | 0.07% | 00.0% | Unchanged |
| Burt Wealth Advisors | 9,069 | $303.4K | 0.08% | −5,266−36.7% | Reduced |
| Capital Advisors Inc | 9,041 | $302.4K | 0.01% | +156+1.8% | Added |
| Cito Capital Group, LLC | 9,000 | $301.0K | 0.12% | −7,000−43.8% | Reduced |
| IFG Advisors, LLC | 8,976 | $300.3K | 0.07% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 8,951 | $299.4K | 0.03% | +1,839+25.9% | Added |
| Keel Point, LLC | 8,999 | $299.0K | 0.03% | +1,853+25.9% | Added |
| Verdence Capital Advisors LLC | 8,912 | $298.1K | 0.03% | −66−0.7% | Reduced |
| Level Four Advisory Services, LLC | 8,909 | $298.0K | 0.01% | −4,698−34.5% | Reduced |
| Covenant Partners, LLC | 8,886 | $297.2K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8,826 | $295.2K | 0.04% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 8,811 | $294.7K | 0.13% | +2,703+44.3% | Added |
| Logan Capital Management Inc | 8,788 | $294.0K | 0.01% | −1,759−16.7% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $293.8K | 0.07% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 8,736 | $292.2K | 0.03% | −1,719−16.4% | Reduced |
| Sentry Investment Management LLC | 8,730 | $292.0K | 0.13% | −1,788−17.0% | Reduced |
| WNY Asset Management, LLC | 8,718 | $291.6K | 0.04% | −257−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,688 | $290.6K | 0.01% | +477+5.8% | Added |
| Davis Capital Management | 8,637 | $290.1K | 0.25% | 00.0% | Unchanged |
| Main Street Group, LTD | 8,627 | $289.7K | 0.12% | +6+0.1% | Added |
| Wealth Effects LLC | 8,646 | $289.2K | 0.10% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,625 | $289.0K | 0.01% | −2,829−24.7% | Reduced |
| Scissortail Wealth Management, LLC | 8,600 | $287.7K | 0.07% | −55−0.6% | Reduced |
| Allred Capital Management, LLC | 8,580 | $287.0K | 0.11% | −126−1.4% | Reduced |
| Eagle Wealth Strategies LLC | 8,549 | $286.0K | 0.23% | +6+0.1% | Added |
| Drive Wealth Management, LLC | 8,543 | $285.8K | 0.08% | −154−1.8% | Reduced |
| Texas Yale Capital Corp. | 8,525 | $285.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8,557 | $285.0K | 0.04% | −376−4.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,504 | $284.5K | 0.02% | +40.0% | Added |
| Norris Perne & French LLP | 8,486 | $283.9K | 0.02% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 8,180 | $283.8K | 0.05% | +11+0.1% | Added |
| Live Oak Private Wealth LLC | 8,470 | $283.3K | 0.05% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 8,439 | $282.3K | 0.10% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 8,413 | $281.4K | 0.09% | −40.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,400 | $281.0K | 0.16% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,390 | $280.6K | 0.03% | −412−4.7% | Reduced |
| Legacy Financial Advisors, Inc. | 8,384 | $280.5K | 0.05% | −542−6.1% | Reduced |
| TrueWealth Advisors, LLC | 8,378 | $280.3K | 0.10% | −967−10.3% | Reduced |
| King Luther Capital Management Corp | 8,340 | $279.0K | 0.00% | −1,505−15.3% | Reduced |
| Gradient Investments LLC | 8,325 | $278.5K | 0.01% | +611+7.9% | Added |
| CGC Financial Services, LLC | 8,302 | $277.7K | 0.12% | +31+0.4% | Added |
| Cutter & CO Brokerage, Inc. | 8,273 | $276.7K | 0.07% | −407−4.7% | Reduced |
| CIC Wealth, LLC | 8,265 | $276.5K | 0.08% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 8,263 | $276.4K | 0.07% | +169+2.1% | Added |
| LexAurum Advisors, LLC | 8,237 | $275.5K | 0.07% | +6+0.1% | Added |
| Catalyst Funds Management Pty Ltd | 8,200 | $274.3K | 0.07% | +3,700+82.2% | Added |
| Tyche Wealth Partners LLC | 8,199 | $274.2K | 0.07% | +10.0% | Added |
| Verus Financial Partners, Inc. | 8,192 | $274.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 8,124 | $271.7K | 0.02% | −8,142−50.1% | Reduced |
| Kimelman & Baird, LLC | 8,100 | $270.9K | 0.02% | +8,100 | New |
| Steigerwald, Gordon & Koch Inc. | 8,057 | $269.5K | 0.03% | −10,586−56.8% | Reduced |
| Centaurus Financial, Inc. | 8,042 | $269.0K | 0.02% | +28+0.3% | Added |
| Baldwin Investment Management, LLC | 7,973 | $266.7K | 0.04% | +1,380+20.9% | Added |
| Alhambra Investment Partners LLC | 7,950 | $265.9K | 0.15% | −32,639−80.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,935 | $265.4K | 0.05% | 00.0% | Unchanged |
| Exchange Bank | 7,933 | $265.4K | 0.23% | 00.0% | Unchanged |
| New Capital Management LP | 7,884 | $263.7K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,813 | $261.3K | 0.02% | +989+14.5% | Added |
| Broderick Brian C | 7,800 | $260.9K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,795 | $260.7K | 0.02% | +1,336+20.7% | Added |
| BNC Wealth Management, LLC | 7,771 | $259.9K | 0.10% | −90−1.1% | Reduced |
| TCG Advisory Services, LLC | 7,755 | $259.4K | 0.01% | +1,673+27.5% | Added |
| Grimes & Company, Inc. | 7,745 | $259.1K | 0.01% | +101+1.3% | Added |
| Willner & Heller, LLC | 7,712 | $258.0K | 0.25% | +29+0.4% | Added |
| Southland Equity Partners LLC | 7,688 | $257.2K | 0.07% | +30.0% | Added |
| Carmichael Hill & Associates, Inc. | 7,662 | $256.3K | 0.10% | 00.0% | Unchanged |
| Summit X, LLC | 7,632 | $256.2K | 0.06% | +795+11.6% | Added |
| ZWJ Investment Counsel Inc | 7,638 | $255.5K | 0.01% | −9,069−54.3% | Reduced |
| Consolidated Planning Corp | 7,613 | $254.7K | 0.04% | −900−10.6% | Reduced |
| LMG Wealth Partners, LLC | 7,613 | $254.7K | 0.06% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 7,609 | $254.5K | 0.01% | +919+13.7% | Added |
| Klingman & Associates, LLC | 7,596 | $254.1K | 0.02% | +205+2.8% | Added |
| Capstone Financial Advisors, Inc. | 7,593 | $254.0K | 0.02% | 00.0% | Unchanged |
| Auxier Asset Management | 7,566 | $253.1K | 0.04% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,554 | $252.7K | 0.08% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,551 | $252.6K | 0.03% | +42+0.6% | Added |
| West Wealth Group, LLC | 7,530 | $251.9K | 0.09% | +185+2.5% | Added |
| TrinityPoint Wealth, LLC | 7,510 | $251.2K | 0.04% | +39+0.5% | Added |
| Norway Savings Bank | 7,500 | $250.9K | 0.14% | 00.0% | Unchanged |