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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 46,937 | $1.57M | 0.04% | +2,247+5.0% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 46,870 | $1.57M | 1.04% | −475−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 46,377 | $1.55M | 0.07% | +384+0.8% | Added |
| EP Wealth Advisors, LLC | 46,373 | $1.55M | 0.02% | −210−0.5% | Reduced |
| Kinneret Advisory, LLC | 46,110 | $1.54M | 0.15% | +1,594+3.6% | Added |
| Sigma Planning Corp | 45,587 | $1.52M | 0.05% | +919+2.1% | Added |
| Portman Square Capital LLP | 45,416 | $1.52M | 0.51% | +45,416 | New |
| D.B. Root & Company, LLC | 45,373 | $1.52M | 0.52% | +4,535+11.1% | Added |
| Sanchez Wealth Management Group | 44,188 | $1.48M | 0.48% | −2,076−4.5% | Reduced |
| Sumitomo Life Insurance Co | 44,040 | $1.47M | 0.03% | −5,640−11.4% | Reduced |
| Waters Parkerson & Co., LLC | 43,865 | $1.47M | 0.08% | −445−1.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,812 | $1.47M | 0.05% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 43,621 | $1.46M | 0.98% | +1,290+3.0% | Added |
| Traynor Capital Management, Inc. | 43,259 | $1.45M | 0.12% | +1,870+4.5% | Added |
| WBH Advisory Inc | 43,230 | $1.45M | 0.15% | −590−1.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 43,168 | $1.44M | 0.31% | 00.0% | Unchanged |
| Wedbush Securities Inc | 43,034 | $1.44M | 0.05% | −2,825−6.2% | Reduced |
| Fingerlakes Wealth Management, Inc. | 42,932 | $1.44M | 1.29% | −1,965−4.4% | Reduced |
| Citadel Investment Advisory, Inc. | 42,710 | $1.43M | 0.81% | 00.0% | Unchanged |
| Roundview Capital LLC | 42,627 | $1.43M | 0.11% | +2,749+6.9% | Added |
| Bahl & Gaynor Inc | 42,264 | $1.41M | 0.01% | +1,507+3.7% | Added |
| Studio Investment Management LLC | 42,099 | $1.41M | 0.32% | −110.0% | Reduced |
| Ballentine Partners, LLC | 41,944 | $1.40M | 0.03% | −2,863−6.4% | Reduced |
| Commerzbank Aktiengesellschaft | 41,788 | $1.40M | 0.05% | +29,869+250.6% | Added |
| Fiduciary Group LLC | 41,648 | $1.39M | 0.15% | −251−0.6% | Reduced |
| Marco Investment Management LLC | 41,434 | $1.39M | 0.13% | +506+1.2% | Added |
| Decatur Capital Management, Inc. | 41,339 | $1.38M | 0.67% | +1,126+2.8% | Added |
| Wealthcare Advisory Partners LLC | 41,251 | $1.38M | 0.04% | +15,243+58.6% | Added |
| Ontario Teachers Pension Plan Board | 40,871 | $1.37M | 0.01% | +10,713+35.5% | Added |
| Clifford Swan Investment Counsel LLC | 40,807 | $1.36M | 0.05% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 40,718 | $1.36M | 0.02% | +4,963+13.9% | Added |
| First National Bank Sioux Falls | 40,500 | $1.35M | 0.70% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.35M | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 40,493 | $1.35M | 0.02% | +4,022+11.0% | Added |
| Stratos Wealth Partners, LTD. | 40,473 | $1.35M | 0.02% | +4,216+11.6% | Added |
| Concurrent Investment Advisors, LLC | 40,359 | $1.35M | 0.04% | +12,776+46.3% | Added |
| Smithfield Trust Co | 40,211 | $1.35M | 0.07% | −4,880−10.8% | Reduced |
| Advisory Alpha, LLC | 40,147 | $1.34M | 0.05% | +4,223+11.8% | Added |
| Wolverine Asset Management LLC | 40,000 | $1.34M | 0.03% | +31,000+344.4% | Added |
| Prospera Financial Services Inc | 39,877 | $1.33M | 0.04% | −10,377−20.6% | Reduced |
| Moneta Group Investment Advisors LLC | 39,402 | $1.32M | 0.02% | +1,804+4.8% | Added |
| Leavell Investment Management, Inc. | 39,027 | $1.30M | 0.07% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 39,000 | $1.30M | 0.66% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 38,999 | $1.30M | 0.29% | −1,487−3.7% | Reduced |
| Jacobi Capital Management LLC | 38,987 | $1.30M | 0.11% | +359+0.9% | Added |
| StoneX Group Inc. | 38,850 | $1.30M | 0.10% | +1,111+2.9% | Added |
| Summit Global Investments | 38,777 | $1.30M | 0.09% | +30,733+382.1% | Added |
| Kanawha Capital Management LLC | 38,593 | $1.29M | 0.10% | −100.0% | Reduced |
| Nilsine Partners, LLC | 38,523 | $1.29M | 0.17% | −372−1.0% | Reduced |
| Pitcairn Co | 38,446 | $1.29M | 0.08% | +870+2.3% | Added |
| Linscomb & Williams, Inc. | 38,432 | $1.29M | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 38,206 | $1.28M | 0.03% | −206−0.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 38,031 | $1.27M | 0.53% | −183−0.5% | Reduced |
| Abn Amro Investment Solutions | 38,030 | $1.27M | 0.02% | +29,034+322.7% | Added |
| Sovereign Financial Group, Inc. | 37,633 | $1.26M | 0.31% | −206−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 37,422 | $1.25M | 0.34% | +30.0% | Added |
| Massachusetts Wealth Management | 37,340 | $1.25M | 0.84% | −200−0.5% | Reduced |
| Congress Park Capital LLC | 37,190 | $1.24M | 0.50% | −850−2.2% | Reduced |
| TCW Group Inc | 37,083 | $1.24M | 0.01% | −4,681−11.2% | Reduced |
| Lindbrook Capital, LLC | 36,800 | $1.23M | 0.12% | −81−0.2% | Reduced |
| Cullen Investment Group, Ltd. | 36,710 | $1.23M | 0.20% | −2,729−6.9% | Reduced |
| Sheets Smith Wealth Management | 36,681 | $1.23M | 0.15% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 36,631 | $1.23M | 0.03% | +394+1.1% | Added |
| Spirit of America Management Corp | 36,600 | $1.22M | 0.25% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.22M | 0.42% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 36,411 | $1.22M | 0.30% | −218−0.6% | Reduced |
| Chatham Capital Group, Inc. | 36,206 | $1.21M | 0.21% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 36,178 | $1.21M | 0.04% | +387+1.1% | Added |
| Venator Management LLC | 36,170 | $1.21M | 0.37% | −15,875−30.5% | Reduced |
| Western Wealth Management, LLC | 36,127 | $1.21M | 0.09% | +295+0.8% | Added |
| Dynamic Advisor Solutions LLC | 35,886 | $1.20M | 0.04% | +383+1.1% | Added |
| Gibraltar Capital Management, Inc. | 35,781 | $1.20M | 0.54% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 35,699 | $1.19M | 0.05% | +13,005+57.3% | Added |
| CWM Advisors, LLC | 35,529 | $1.19M | 0.14% | −7,205−16.9% | Reduced |
| Sapient Capital LLC | 35,422 | $1.18M | 0.02% | +67+0.2% | Added |
| Modera Wealth Management, LLC | 35,340 | $1.18M | 0.02% | −18,644−34.5% | Reduced |
| Equitable Holdings, Inc. | 35,287 | $1.18M | 0.01% | +1,227+3.6% | Added |
| Wright Investors Service Inc | 35,267 | $1.18M | 0.31% | −119−0.3% | Reduced |
| Eagle Strategies LLC | 35,244 | $1.18M | 0.23% | +35,244 | New |
| Csenge Advisory Group | 35,216 | $1.18M | 0.07% | +10,896+44.8% | Added |
| Weil Company, Inc. | 35,200 | $1.18M | 0.43% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 35,189 | $1.18M | 0.03% | +2,366+7.2% | Added |
| WealthTrust Axiom LLC | 35,116 | $1.17M | 0.39% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 35,092 | $1.17M | 0.06% | −1,211−3.3% | Reduced |
| V-Square Quantitative Management LLC | 34,907 | $1.17M | 0.19% | −1,872−5.1% | Reduced |
| Pinnacle Financial Partners Inc | 34,707 | $1.16M | 0.02% | −720−2.0% | Reduced |
| Country Club Bank | 35,114 | $1.16M | 0.08% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 34,631 | $1.16M | 0.17% | +1,758+5.3% | Added |
| Vaughan David Investments LLC | 34,476 | $1.15M | 0.03% | −300−0.9% | Reduced |
| Cascade Financial Partners, LLC | 34,410 | $1.15M | 0.15% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 34,069 | $1.14M | 0.05% | −611−1.8% | Reduced |
| Cobblestone Asset Management LLC | 33,926 | $1.13M | 0.74% | +127+0.4% | Added |
| VELA Investment Management, LLC | 33,552 | $1.12M | 0.40% | +1,038+3.2% | Added |
| Bridgewater Advisors Inc. | 33,114 | $1.11M | 0.14% | +19,077+135.9% | Added |
| Coastline Trust Co | 33,171 | $1.11M | 0.13% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 33,079 | $1.11M | 0.06% | −3,203−8.8% | Reduced |
| Brevan Howard Capital Management LP | 32,871 | $1.10M | 0.07% | +32,871 | New |
| Sheaff Brock Investment Advisors, LLC | 32,754 | $1.10M | 0.10% | −4,600−12.3% | Reduced |
| Eagle Asset Management Inc | 32,603 | $1.10M | 0.01% | +4,972+18.0% | Added |
| Transcend Wealth Collective, LLC | 32,689 | $1.09M | 0.08% | +1,527+4.9% | Added |