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 |
|---|---|---|---|---|---|
| Pathway Financial Advisors LLC | 6,312 | $211.1K | 0.06% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $211.0K | 0.11% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 6,295 | $210.6K | 0.07% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 6,255 | $209.2K | 0.47% | +24+0.4% | Added |
| Old Second National Bank of Aurora | 6,250 | $209.1K | 0.05% | −200−3.1% | Reduced |
| First Heartland Consultants, Inc. | 6,260 | $209.0K | 0.02% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,245 | $208.9K | 0.03% | +6,245 | New |
| Atlas Capital Advisors LLC | 6,207 | $207.6K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,205 | $207.6K | 0.03% | −480−7.2% | Reduced |
| Nelson Capital Management, LLC | 6,200 | $207.4K | 0.04% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,190 | $207.1K | 0.05% | −500−7.5% | Reduced |
| Catalina Capital Group, LLC | 6,184 | $206.8K | 0.08% | −62−1.0% | Reduced |
| Lakeridge Wealth Management LLC | 6,175 | $206.6K | 0.12% | +21+0.3% | Added |
| Widmann Financial Services, Inc. | 6,175 | $206.6K | 0.17% | −180−2.8% | Reduced |
| First Affirmative Financial Network | 6,160 | $206.0K | 0.14% | +493+8.7% | Added |
| Kendall Capital Management | 6,144 | $205.5K | 0.07% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 6,135 | $205.2K | 0.05% | −200−3.2% | Reduced |
| Berger Financial Group, Inc | 6,112 | $204.4K | 0.02% | −99−1.6% | Reduced |
| Emerald Advisors, LLC | 6,082 | $203.4K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,041 | $202.1K | 0.12% | +6,041 | New |
| Patron Partners Advisors, LLC | 6,013 | $201.1K | 0.12% | −53−0.9% | Reduced |
| Heartwood Wealth Advisors LLC | 6,005 | $200.9K | 0.02% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 6,000 | $200.7K | 0.08% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 6,000 | $200.7K | 0.05% | 00.0% | Unchanged |
| Fractal Investments LLC | 6,000 | $200.7K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 6,000 | $200.7K | 0.01% | +6,000 | New |
| First Personal Financial Services | 5,952 | $199.1K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 5,931 | $198.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5,875 | $196.5K | 0.07% | −1,036−15.0% | Reduced |
| Alta Advisers Ltd | 5,800 | $194.0K | 0.09% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,657 | $189.2K | 0.01% | −46,425−89.1% | Reduced |
| Quent Capital, LLC | 5,586 | $186.8K | 0.02% | +3+0.1% | Added |
| CVA Family Office, LLC | 5,481 | $183.3K | 0.03% | −627−10.3% | Reduced |
| Paladin Advisory Group, LLC | 5,387 | $180.9K | 0.14% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5,160 | $172.6K | 0.12% | +676+15.1% | Added |
| Larson Financial Group LLC | 4,957 | $165.8K | 0.01% | −286−5.5% | Reduced |
| Strategic Investment Solutions, Inc. | 4,379 | $165.3K | 0.05% | +4,379 | New |
| Salomon & Ludwin, LLC | 4,875 | $163.1K | 0.02% | −282−5.5% | Reduced |
| Family Firm, Inc. | 4,803 | $160.7K | 0.04% | +4,803 | New |
| ZRC Wealth Management, LLC | 4,734 | $158.4K | 0.07% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4,647 | $155.4K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,620 | $154.5K | 0.02% | +2,703+141.0% | Added |
| Perritt Capital Management Inc | 4,514 | $151.0K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $150.5K | 0.11% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,455 | $149.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,453 | $149.0K | 0.01% | −1,900−29.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,350 | $145.5K | 0.05% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4,148 | $138.8K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,100 | $137.1K | 0.07% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,050 | $135.5K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 4,035 | $135.0K | 0.11% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 38,280 | $130.3K | 0.05% | +38,280 | New |
| Union Savings Bank | 3,800 | $127.1K | 0.07% | 00.0% | Unchanged |
| Core Alternative Capital | 3,702 | $123.8K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,692 | $123.5K | 0.10% | −27−0.7% | Reduced |
| TD Capital Management LLC | 3,645 | $121.9K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,578 | $119.7K | 0.01% | +3,578 | New |
| ORG Partners LLC | 3,487 | $116.8K | 0.01% | +2,587+287.4% | Added |
| McIlrath & Eck, LLC | 3,270 | $109.4K | 0.02% | +10.0% | Added |
| Financial Management Professionals, Inc. | 3,267 | $109.0K | 0.01% | −305−8.5% | Reduced |
| Hexagon Capital Partners LLC | 3,166 | $105.9K | 0.02% | −443−12.3% | Reduced |
| Trifecta Capital Advisors, LLC | 3,117 | $104.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,063 | $102.5K | 0.01% | −67−2.1% | Reduced |
| MB, Levis & Associates, LLC | 3,034 | $101.5K | 0.05% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $100.9K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3,000 | $100.3K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,000 | $100.3K | 0.06% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2,955 | $98.8K | 0.06% | +50+1.7% | Added |
| DiNuzzo Private Wealth, Inc. | 2,927 | $97.9K | 0.01% | +26+0.9% | Added |
| CNB Bank | 2,794 | $93.5K | 0.04% | +262+10.3% | Added |
| Laffer Tengler Investments | 2,772 | $92.7K | 0.02% | −74−2.6% | Reduced |
| MV Capital Management, Inc. | 2,761 | $92.4K | 0.01% | +65+2.4% | Added |
| Washington Trust Advisors, Inc. | 2,760 | $92.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,750 | $92.0K | 0.06% | +562+25.7% | Added |
| Gen-Wealth Partners Inc | 2,733 | $91.4K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,713 | $90.8K | 0.02% | +10+0.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,700 | $90.0K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,641 | $88.3K | 0.02% | +2,641 | New |
| Register Financial Advisors LLC | 2,605 | $87.1K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,541 | $85.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,443 | $82.0K | 0.01% | −19−0.8% | Reduced |
| Mondrian Investment Partners LTD | 2,312 | $81.2K | 0.00% | +215+10.3% | Added |
| Key Financial Inc | 2,343 | $78.4K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,343 | $78.4K | 0.01% | +2,343 | New |
| Riverview Trust Co | 2,329 | $77.9K | 0.07% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,316 | $77.5K | 0.02% | +10.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,244 | $75.1K | 0.02% | +2,244 | New |
| Silvant Capital Management LLC | 2,199 | $73.6K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,178 | $72.9K | 0.01% | +8+0.4% | Added |
| WFA Asset Management Corp | 2,112 | $70.7K | 0.04% | +7+0.3% | Added |
| Exchange Traded Concepts, LLC | 2,109 | $70.5K | 0.00% | +622+41.8% | Added |
| Provenance Wealth Advisors, LLC | 2,096 | $70.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $69.6K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,064 | $69.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,047 | $68.5K | 0.03% | +4+0.2% | Added |
| SRS Capital Advisors, Inc. | 2,031 | $67.9K | 0.01% | +978+92.9% | Added |
| Financial Network Wealth Advisors LLC | 1,957 | $65.5K | 0.05% | +1,957 | New |
| Kelly Lawrence W & Associates Inc | 1,950 | $65.2K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,935 | $64.7K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,921 | $64.3K | 0.05% | +5+0.3% | Added |