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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 32,679 | $1.09M | 0.04% | +15,612+91.5% | Added |
| Daymark Wealth Partners, LLC | 32,657 | $1.09M | 0.05% | +2,860+9.6% | Added |
| Valmark Advisers, Inc. | 32,390 | $1.08M | 0.02% | +342+1.1% | Added |
| Horizon Investments, LLC | 32,357 | $1.08M | 0.03% | −1,648−4.8% | Reduced |
| Fidelis Capital Partners, LLC | 32,139 | $1.08M | 0.15% | +9,816+44.0% | Added |
| First Hawaiian Bank | 32,012 | $1.07M | 0.04% | −2,048−6.0% | Reduced |
| Avidian Wealth Solutions, LLC | 31,928 | $1.07M | 0.05% | +633+2.0% | Added |
| Everhart Financial Group, Inc. | 31,922 | $1.07M | 0.28% | +1,928+6.4% | Added |
| Shelton Wealth Management, LLC | 31,919 | $1.07M | 0.64% | +31,919 | New |
| Reynders McVeigh Capital Management, LLC | 31,800 | $1.06M | 0.06% | −4,841−13.2% | Reduced |
| Weatherly Asset Management L. P. | 31,786 | $1.06M | 0.10% | −5,839−15.5% | Reduced |
| Intellectus Partners, LLC | 31,772 | $1.06M | 0.29% | +358+1.1% | Added |
| Taylor Hoffman Wealth Management | 31,632 | $1.06M | 0.43% | −57−0.2% | Reduced |
| Diversified Trust Co | 31,729 | $1.06M | 0.03% | −13,049−29.1% | Reduced |
| Washington Trust Co | 31,622 | $1.06M | 0.04% | +54+0.2% | Added |
| Essex Financial Services, Inc. | 30,808 | $1.06M | 0.08% | +2,480+8.8% | Added |
| Harbour Trust & Investment Management Co | 31,531 | $1.05M | 0.13% | −2,126−6.3% | Reduced |
| Paradigm Asset Management Co LLC | 31,500 | $1.05M | 0.29% | +31,500 | New |
| Ferguson Wellman Capital Management, Inc | 31,374 | $1.05M | 0.02% | −26,108−45.4% | Reduced |
| STF Management LP | 31,210 | $1.04M | 0.44% | −1,576−4.8% | Reduced |
| Mission Wealth Management, LP | 31,184 | $1.04M | 0.03% | +2,432+8.5% | Added |
| Private Trust Co NA | 31,116 | $1.04M | 0.11% | +70+0.2% | Added |
| Intrust Bank NA | 30,958 | $1.04M | 0.11% | −657−2.1% | Reduced |
| Wealthspire Advisors, LLC | 30,797 | $1.03M | 0.01% | +153+0.5% | Added |
| Creative Financial Designs Inc | 30,794 | $1.03M | 0.09% | +24,263+371.5% | Added |
| Systematic Financial Management LP | 30,600 | $1.02M | 0.03% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 30,571 | $1.02M | 0.15% | −948−3.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 30,369 | $1.02M | 0.23% | −262−0.9% | Reduced |
| Harbor Investment Advisory, LLC | 30,186 | $1.01M | 0.11% | −33−0.1% | Reduced |
| Wellington Shields & Co., LLC | 30,000 | $1.00M | 0.33% | 00.0% | Unchanged |
| Harbor Advisors LLC | 30,000 | $1.00M | 0.18% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 30,000 | $1.00M | 0.03% | +429+1.5% | Added |
| Fulton Bank, N.A. | 29,964 | $1.00M | 0.04% | −502−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 29,866 | $999.0K | 0.05% | +2,184+7.9% | Added |
| Bridgefront Capital, LLC | 29,818 | $997.4K | 0.42% | +29,818 | New |
| Aviance Capital Partners, LLC | 29,717 | $994.0K | 0.14% | +81+0.3% | Added |
| Ninepoint Partners LP | 29,654 | $991.9K | 0.11% | +3,886+15.1% | Added |
| Confluence Wealth Services, Inc. | 29,611 | $990.5K | 0.08% | +17,980+154.6% | Added |
| Patrick M Sweeney & Associates, Inc | 29,830 | $990.3K | 0.80% | +633+2.2% | Added |
| Busey Wealth Management | 29,592 | $989.9K | 0.03% | +748+2.6% | Added |
| Hunter Perkins Capital Management, LLC | 29,500 | $987.0K | 0.21% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 29,483 | $986.2K | 0.05% | +29,483 | New |
| Biltmore Wealth Management, LLC | 29,478 | $986.0K | 0.43% | −1,815−5.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,381 | $982.8K | 0.04% | +14,574+98.4% | Added |
| Navalign, LLC | 29,359 | $982.1K | 0.31% | +1,214+4.3% | Added |
| Lowe Brockenbrough & Co Inc | 29,318 | $980.7K | 0.07% | +20.0% | Added |
| Fruth Investment Management | 29,300 | $980.0K | 0.27% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 29,178 | $976.0K | 0.00% | −4,155−12.5% | Reduced |
| Vista Investment Management | 29,034 | $971.2K | 0.39% | +1,097+3.9% | Added |
| United Community Bank | 29,028 | $971.0K | 0.39% | +29,028 | New |
| Sawgrass Asset Management LLC | 28,975 | $969.2K | 0.11% | −826−2.8% | Reduced |
| Brookstone Capital Management | 27,304 | $967.9K | 0.02% | +191+0.7% | Added |
| Howland Capital Management LLC | 28,896 | $966.6K | 0.05% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 28,855 | $965.2K | 0.48% | −202−0.7% | Reduced |
| Horan Securities, Inc. | 28,776 | $962.6K | 0.42% | +8,640+42.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 28,605 | $956.8K | 0.04% | −1,040−3.5% | Reduced |
| Westfield Capital Management Co LP | 28,590 | $956.3K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 28,558 | $955.3K | 0.26% | −1,112−3.7% | Reduced |
| Sonora Investment Management Group, LLC | 25,737 | $954.1K | 0.07% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 28,135 | $941.1K | 0.07% | −940−3.2% | Reduced |
| Krilogy Financial LLC | 27,910 | $933.6K | 0.07% | +27,910 | New |
| TD Private Client Wealth LLC | 27,850 | $931.6K | 0.03% | +145+0.5% | Added |
| Arkadios Wealth Advisors | 27,636 | $924.4K | 0.06% | +1,884+7.3% | Added |
| Stony Point Wealth Management Inc. | 27,572 | $922.3K | 0.40% | +70+0.3% | Added |
| Lyell Wealth Management, LP | 27,508 | $920.1K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 27,574 | $918.2K | 0.31% | +27,574 | New |
| Criterion Capital Advisors, LLC | 27,389 | $916.2K | 0.58% | −1,621−5.6% | Reduced |
| Community Trust & Investment Co | 27,354 | $915.0K | 0.06% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 27,349 | $914.8K | 0.59% | −330−1.2% | Reduced |
| Adirondack Trust Co | 27,327 | $914.1K | 0.37% | −208−0.8% | Reduced |
| AA Financial Advisors, LLC | 27,277 | $912.4K | 0.32% | +264+1.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 26,890 | $899.5K | 0.60% | −800−2.9% | Reduced |
| SkyOak Wealth, LLC | 26,753 | $894.9K | 0.21% | −2,847−9.6% | Reduced |
| Morse Asset Management, Inc | 26,700 | $893.0K | 0.22% | −1,000−3.6% | Reduced |
| Genesee Capital Advisors, LLC | 26,684 | $892.6K | 0.44% | −26,786−50.1% | Reduced |
| Pittenger & Anderson Inc | 26,675 | $892.3K | 0.04% | −505−1.9% | Reduced |
| Summit Financial, LLC | 26,083 | $872.5K | 0.04% | +16,071+160.5% | Added |
| Brown Brothers Harriman & Co | 25,998 | $869.6K | 0.01% | +7,158+38.0% | Added |
| Northstar Group, Inc. | 25,989 | $869.3K | 0.16% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 25,923 | $867.1K | 0.57% | +25,923 | New |
| Thoroughbred Financial Services, LLC | 25,946 | $867.0K | 0.06% | +13,560+109.5% | Added |
| Integrated Advisors Network LLC | 25,821 | $863.7K | 0.04% | +1,758+7.3% | Added |
| Commonwealth Financial Services, LLC | 25,860 | $863.5K | 0.18% | −1,833−6.6% | Reduced |
| RMR Wealth Builders | 25,801 | $863.0K | 0.10% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 25,707 | $859.9K | 0.58% | +38+0.1% | Added |
| Portside Wealth Group, LLC | 25,706 | $859.9K | 0.16% | +8,468+49.1% | Added |
| Threadgill Financial, LLC | 25,674 | $858.8K | 0.40% | −201−0.8% | Reduced |
| Cadinha & Co LLC | 25,646 | $857.9K | 0.16% | −600−2.3% | Reduced |
| Quantum Private Wealth, LLC | 25,646 | $857.9K | 0.30% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 25,612 | $856.7K | 0.03% | 00.0% | Unchanged |
| Unigestion Holding SA | 24,683 | $855.8K | 0.05% | −3,263−11.7% | Reduced |
| Ofi Invest Asset Management | 27,376 | $854.4K | 0.02% | +26,510+3,061.2% | Added |
| Grove Bank & Trust | 25,521 | $853.7K | 0.14% | 00.0% | Unchanged |
| Walleye Trading LLC | 25,507 | $853.2K | 0.02% | −38,210−60.0% | Reduced |
| Ambassador Advisors, LLC | 25,349 | $847.9K | 0.15% | +1,309+5.4% | Added |
| Benin Management CORP | 25,300 | $846.3K | 0.26% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 25,232 | $844.0K | 0.06% | +1,216+5.1% | Added |
| Checchi Capital Advisers, LLC | 25,223 | $843.7K | 0.07% | −267−1.0% | Reduced |
| Headlands Technologies LLC | 25,144 | $841.1K | 0.09% | +25,144 | New |
| Sage Investment Advisers LLC | 25,050 | $837.9K | 0.95% | −5,160−17.1% | Reduced |