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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 1,916 | $64.1K | 0.00% | +46+2.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,847 | $61.8K | 0.01% | −14−0.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,831 | $61.3K | 0.04% | −299−14.0% | Reduced |
| Operose Advisors LLC | 1,816 | $60.7K | 0.02% | +730+67.2% | Added |
| Baldwin Brothers Inc | 1,805 | $60.4K | 0.00% | +65+3.7% | Added |
| Acima Private Wealth, LLC | 1,800 | $60.2K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,800 | $60.2K | 0.02% | +1,400+350.0% | Added |
| Nemes Rush Group LLC | 1,713 | $57.3K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,640 | $54.9K | 0.04% | −26−1.6% | Reduced |
| Princeton Global Asset Management LLC | 1,600 | $53.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,559 | $52.0K | 0.00% | +83+5.6% | Added |
| Orion Capital Management LLC | 1,527 | $51.1K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $50.2K | 0.01% | −138−8.4% | Reduced |
| Centerpoint Advisors, LLC | 1,500 | $50.0K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,483 | $49.6K | 0.00% | −33−2.2% | Reduced |
| West Paces Advisors Inc. | 1,470 | $49.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,458 | $48.8K | 0.01% | −68−4.5% | Reduced |
| Bullock Wealth Management Group | 1,425 | $47.9K | 0.03% | +61+4.5% | Added |
| Godsey & Gibb Associates | 1,381 | $46.2K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,377 | $46.1K | 0.00% | +1,377 | New |
| Rise Advisors, LLC | 1,366 | $45.7K | 0.02% | +5+0.4% | Added |
| Great Lakes Retirement, Inc. | 1,336 | $44.7K | 0.01% | +1,336 | New |
| ICA Group Wealth Management, LLC | 1,309 | $43.8K | 0.03% | −23,369−94.7% | Reduced |
| Crewe Advisors LLC | 1,299 | $43.5K | 0.00% | +1,166+876.7% | Added |
| Private Wealth Management Group, LLC | 1,240 | $41.5K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,233 | $41.2K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,200 | $40.1K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,176 | $39.3K | 0.00% | −26,913−95.8% | Reduced |
| Rational Advisors LLC | 1,162 | $38.9K | 0.00% | −72−5.8% | Reduced |
| Voisard Asset Management Group, Inc. | 1,123 | $37.6K | 0.02% | +4+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,113 | $37.2K | 0.01% | −82−6.9% | Reduced |
| American National Bank | 1,101 | $36.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,072 | $35.9K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,050 | $35.8K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1,067 | $35.7K | 0.02% | +129+13.8% | Added |
| Cape Investment Advisory, Inc. | 1,050 | $35.1K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,048 | $35.1K | 0.01% | +440+72.4% | Added |
| Avion Wealth | 1,076 | $35.0K | 0.01% | +34+3.3% | Added |
| Barrett & Company, Inc. | 1,046 | $35.0K | 0.02% | +2+0.2% | Added |
| Clean Yield Group | 1,029 | $34.4K | 0.01% | −100−8.9% | Reduced |
| Tortoise Investment Management, LLC | 1,005 | $33.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,002 | $33.5K | 0.01% | −444−30.7% | Reduced |
| Burkett Financial Services, LLC | 992 | $33.2K | 0.02% | +3+0.3% | Added |
| Fairscale Capital, LLC | 900 | $31.8K | 0.03% | +900 | New |
| Jamison Private Wealth Management, Inc. | 937 | $31.3K | 0.01% | −26−2.7% | Reduced |
| Bellevue Asset Management, LLC | 900 | $30.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 900 | $29.7K | 0.01% | −50−5.3% | Reduced |
| Carolinas Wealth Consulting LLC | 885 | $29.6K | 0.01% | +8+0.9% | Added |
| WFA of San Diego, LLC | 846 | $28.3K | 0.03% | +846 | New |
| Prestige Wealth Management Group LLC | 846 | $28.3K | 0.01% | −8,791−91.2% | Reduced |
| Thompson Investment Management, Inc. | 825 | $27.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 821 | $27.5K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 816 | $27.3K | 0.01% | +816 | New |
| Private Ocean, LLC | 812 | $27.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 823 | $27.0K | 0.01% | +1+0.1% | Added |
| Painted Porch Advisors LLC | 781 | $26.1K | 0.01% | +781 | New |
| Fortitude Family Office, LLC | 774 | $25.9K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 772 | $25.8K | 0.00% | +772 | New |
| Pacific Center for Financial Services | 720 | $24.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 706 | $23.6K | 0.00% | +168+31.2% | Added |
| Center for Financial Planning, Inc. | 700 | $23.4K | 0.00% | −460−39.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 689 | $23.0K | 0.01% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 681 | $22.8K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 671 | $22.5K | 0.00% | +2+0.3% | Added |
| Legend Financial Advisors, Inc. | 660 | $22.1K | 0.02% | +660 | New |
| Quarry LP | 648 | $21.7K | 0.01% | −2,032−75.8% | Reduced |
| Wiser Advisor Group LLC | 648 | $21.6K | 0.03% | +3+0.5% | Added |
| FinTrust Capital Advisors, LLC | 645 | $21.6K | 0.00% | −1,032−61.5% | Reduced |
| Ameliora Wealth Management Ltd. | 627 | $21.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 600 | $20.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $20.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 600 | $20.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 588 | $19.7K | 0.00% | −1,041−63.9% | Reduced |
| Opal Wealth Advisors, LLC | 587 | $19.6K | 0.01% | +587 | New |
| Plato Investment Management Ltd | 570 | $19.1K | 0.00% | −36−5.9% | Reduced |
| Sachetta, LLC | 516 | $18.1K | 0.01% | +191+58.8% | Added |
| Highline Wealth Partners LLC | 499 | $16.7K | 0.01% | +18+3.7% | Added |
| Raffa Wealth Management, LLC | 488 | $16.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 461 | $15.4K | 0.00% | +16+3.6% | Added |
| Bell Investment Advisors, Inc | 461 | $15.4K | 0.00% | −1−0.2% | Reduced |
| PSI Advisors, LLC | 451 | $15.1K | 0.00% | +79+21.2% | Added |
| Nordwand Advisors, LLC | 450 | $15.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 447 | $15.0K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 446 | $14.9K | 0.01% | +1+0.2% | Added |
| Eagle Bay Advisors LLC | 430 | $14.4K | 0.01% | +17+4.1% | Added |
| Signature Resources Capital Management, LLC | 411 | $13.7K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 401 | $13.4K | 0.00% | −1,813−81.9% | Reduced |
| AllSquare Wealth Management LLC | 400 | $13.4K | 0.01% | −1,587−79.9% | Reduced |
| Lowe Wealth Advisors, LLC | 396 | $13.2K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 388 | $13.0K | 0.01% | +1+0.3% | Added |
| LGT Financial Advisors LLC | 386 | $12.9K | 0.03% | +386 | New |
| TruNorth Capital Management, LLC | 384 | $12.8K | 0.00% | +384 | New |
| Ruedi Wealth Management, Inc. | 366 | $12.2K | 0.00% | +255+229.7% | Added |
| Horizon Bancorp Inc | 363 | $12.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 356 | $11.9K | 0.00% | −206−36.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 345 | $11.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 344 | $11.5K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 340 | $11.4K | 0.00% | +14+4.3% | Added |
| Creative Capital Management Investments LLC | 340 | $11.4K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 339 | $11.3K | 0.01% | +2+0.6% | Added |