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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 7,500 | $250.9K | 0.04% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,500 | $250.9K | 0.22% | 00.0% | Unchanged |
| Farmers National Bank | 7,499 | $250.8K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,496 | $250.7K | 0.09% | −10−0.1% | Reduced |
| Lion Street Advisors, LLC | 7,491 | $250.6K | 0.09% | +7,491 | New |
| L2 Asset Management, LLC | 7,490 | $250.5K | 0.08% | −2,847−27.5% | Reduced |
| Signet Financial Management, LLC | 7,488 | $250.5K | 0.03% | −100−1.3% | Reduced |
| Holistic Financial Partners | 7,465 | $249.7K | 0.13% | +402+5.7% | Added |
| Obsidian Personal Planning Solutions LLC | 7,461 | $249.6K | 0.15% | −164−2.2% | Reduced |
| Harbour Investments, Inc. | 7,459 | $249.5K | 0.01% | +101+1.4% | Added |
| First Financial Bank - Trust Division | 7,458 | $249.5K | 0.02% | −2,170−22.5% | Reduced |
| HCR Wealth Advisors | 7,446 | $249.1K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,412 | $249.0K | 0.01% | +2,532+51.9% | Added |
| Thomasville National Bank | 7,443 | $249.0K | 0.02% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,409 | $247.8K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,403 | $247.6K | 0.09% | −5−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 7,400 | $247.5K | 0.04% | +200+2.8% | Added |
| KCM Investment Advisors LLC | 7,383 | $247.0K | 0.01% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,356 | $246.1K | 0.03% | +109+1.5% | Added |
| Ridgewood Investments LLC | 7,337 | $245.4K | 0.12% | +8+0.1% | Added |
| IVC Wealth Advisors LLC | 7,335 | $245.4K | 0.14% | −184−2.4% | Reduced |
| Claret Asset Management Corp | 7,333 | $245.0K | 0.04% | +7,333 | New |
| Hazlett, Burt & Watson, Inc. | 7,304 | $243.0K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,259 | $242.8K | 0.02% | −821−10.2% | Reduced |
| Northstar Advisory Group, LLC | 7,246 | $242.4K | 0.14% | +12+0.2% | Added |
| Broadwater Capital Management LLC | 7,245 | $242.3K | 0.19% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 7,226 | $241.7K | 0.03% | −4,739−39.6% | Reduced |
| State of Wyoming | 7,221 | $241.5K | 0.04% | −484−6.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,218 | $241.4K | 0.01% | +4+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 7,209 | $241.1K | 0.08% | −825−10.3% | Reduced |
| Smith, Moore & Co. | 7,204 | $241.0K | 0.02% | +14+0.2% | Added |
| Papp L Roy & Associates | 7,200 | $240.8K | 0.03% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 7,200 | $240.8K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7,200 | $240.8K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,194 | $240.6K | 0.01% | −2,200−23.4% | Reduced |
| Fairhaven Wealth Management, LLC | 7,184 | $240.3K | 0.08% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 7,177 | $240.1K | 0.13% | +7,177 | New |
| Salem Investment Counselors Inc | 7,154 | $239.3K | 0.01% | +262+3.8% | Added |
| KC Investment Advisors, LLC | 7,115 | $238.0K | 0.12% | +7,115 | New |
| Baltimore-Washington Financial Advisors, Inc. | 7,108 | $237.8K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7,090 | $237.1K | 0.12% | −97−1.3% | Reduced |
| Allstate Corp | 7,076 | $236.7K | 0.02% | −1,428−16.8% | Reduced |
| Cornerstone Wealth Group, LLC | 7,073 | $236.6K | 0.02% | +203+3.0% | Added |
| Rosenberg Matthew Hamilton | 7,035 | $236.3K | 0.07% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 7,037 | $235.4K | 0.01% | −1,106−13.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,020 | $234.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 7,017 | $234.7K | 0.05% | +424+6.4% | Added |
| Sherbrooke Park Advisers LLC | 7,011 | $234.5K | 0.04% | −30,527−81.3% | Reduced |
| Barr E S & Co | 7,000 | $234.2K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 6,990 | $233.8K | 0.04% | +1,302+22.9% | Added |
| Zions Bancorporation, N.A. | 6,985 | $233.6K | 0.02% | +322+4.8% | Added |
| Patten & Patten Inc | 6,961 | $232.8K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,921 | $231.5K | 0.01% | −310−4.3% | Reduced |
| Defender Capital, LLC. | 6,910 | $231.1K | 0.08% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,909 | $231.1K | 0.05% | +612+9.7% | Added |
| Nomura Holdings Inc | 6,908 | $231.1K | 0.00% | −13,215−65.7% | Reduced |
| New Potomac Partners, LLC | 6,902 | $230.9K | 0.13% | 00.0% | Unchanged |
| AlTi Global, Inc. | 6,890 | $230.5K | 0.01% | +342+5.2% | Added |
| Madison Asset Management, LLC | 6,888 | $230.4K | 0.00% | −4,100−37.3% | Reduced |
| Mirova | 6,853 | $229.2K | 0.04% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 6,850 | $229.1K | 0.06% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 6,935 | $229.0K | 0.00% | +811+13.2% | Added |
| White Pine Capital LLC | 6,808 | $227.7K | 0.09% | +6+0.1% | Added |
| Pensionmark Financial Group, LLC | 6,801 | $227.5K | 0.01% | +381+5.9% | Added |
| Castle Rock Wealth Management, LLC | 6,744 | $226.6K | 0.06% | +6,744 | New |
| Heritage Trust Co | 6,765 | $226.3K | 0.03% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 6,763 | $226.2K | 0.05% | −193−2.8% | Reduced |
| Rothschild Investment LLC | 6,758 | $226.0K | 0.02% | +94+1.4% | Added |
| NBC Securities, Inc. | 6,763 | $226.0K | 0.02% | +140+2.1% | Added |
| Bill Few Associates, Inc. | 6,751 | $225.8K | 0.09% | +388+6.1% | Added |
| Spreng Capital Management, Inc. | 6,750 | $225.8K | 0.12% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 6,743 | $225.6K | 0.17% | −212−3.0% | Reduced |
| Financial Advocates Investment Management | 6,734 | $225.2K | 0.01% | +895+15.3% | Added |
| Birch Hill Investment Advisors LLC | 6,700 | $224.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6,699 | $224.1K | 0.02% | −1,927−22.3% | Reduced |
| Custom Index Systems, LLC | 6,687 | $223.7K | 0.13% | −1,341−16.7% | Reduced |
| Middleton & Co Inc | 6,675 | $223.3K | 0.03% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,641 | $222.1K | 0.08% | +19+0.3% | Added |
| Teza Capital Management LLC | 6,626 | $221.6K | 0.03% | −125,569−95.0% | Reduced |
| Dark Forest Capital Management LP | 6,620 | $221.4K | 0.04% | +6,620 | New |
| Empower Advisory Group, LLC | 6,620 | $221.4K | 0.00% | −1,178−15.1% | Reduced |
| Selective Wealth Management, Inc. | 6,809 | $221.2K | 0.10% | −901−11.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,675 | $221.0K | 0.00% | +5,005+299.7% | Added |
| Oak Hill Wealth Advisors, LLC | 6,575 | $219.9K | 0.07% | +6,575 | New |
| Resolute Wealth Strategies, LLC | 6,557 | $219.3K | 0.13% | +12+0.2% | Added |
| Moneywise, Inc. | 6,518 | $218.0K | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,500 | $217.4K | 0.03% | +557+9.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,134 | $216.7K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 6,458 | $216.0K | 0.03% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 6,450 | $215.8K | 0.08% | +6,450 | New |
| Trust Co of Toledo NA | 6,443 | $215.5K | 0.03% | +6,443 | New |
| Principal Street Partners, LLC | 6,437 | $215.3K | 0.04% | +265+4.3% | Added |
| Red Wave Investments LLC | 6,434 | $215.2K | 0.08% | −59−0.9% | Reduced |
| Fusion Capital, LLC | 6,417 | $214.6K | 0.10% | +6,417 | New |
| Romano Brothers and Company | 6,413 | $214.5K | 0.03% | +10.0% | Added |
| Crawford Investment Counsel Inc | 6,350 | $212.4K | 0.00% | −1,400−18.1% | Reduced |
| Childress Capital Advisors, LLC | 6,345 | $212.2K | 0.06% | −18−0.3% | Reduced |
| Lockerman Financial Group, Inc. | 6,328 | $211.7K | 0.38% | +6,328 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $211.6K | 0.02% | +225+3.7% | Added |
| American Institute for Advanced Investment Management, LLP | 6,320 | $211.4K | 0.16% | 00.0% | Unchanged |