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 |
|---|---|---|---|---|---|
| Aberdeen Wealth Management LLC | 24,800 | $829.6K | 0.56% | 00.0% | Unchanged |
| XML Financial, LLC | 24,785 | $829.1K | 0.08% | −83−0.3% | Reduced |
| ELCO Management Co., LLC | 24,715 | $826.7K | 0.48% | +11,030+80.6% | Added |
| Werlinich Asset Management, LLC | 25,026 | $826.6K | 0.51% | 00.0% | Unchanged |
| Syon Capital LLC | 24,622 | $823.6K | 0.08% | +908+3.8% | Added |
| South State Corp. | 24,618 | $823.5K | 0.06% | −172−0.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,551 | $821.2K | 0.08% | 00.0% | Unchanged |
| Sciencast Management LP | 24,543 | $821.0K | 0.29% | +24,543 | New |
| Main Street Financial Solutions, LLC | 24,462 | $818.3K | 0.08% | +126+0.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 24,286 | $812.4K | 0.33% | +38+0.2% | Added |
| Wellington Shields Capital Management, LLC | 24,233 | $810.6K | 0.15% | 00.0% | Unchanged |
| Valley Brook Capital Group | 24,025 | $803.6K | 0.63% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 24,005 | $803.0K | 0.43% | −100−0.4% | Reduced |
| Diversify Advisory Services, LLC | 24,657 | $800.9K | 0.04% | −4,923−16.6% | Reduced |
| Continuum Advisory, LLC | 23,810 | $796.4K | 0.11% | +565+2.4% | Added |
| Massmutual Trust Co FSB | 23,793 | $795.9K | 0.02% | +973+4.3% | Added |
| Rehmann Capital Advisory Group | 23,684 | $792.2K | 0.06% | +1,084+4.8% | Added |
| Wilkins Investment Counsel Inc | 23,500 | $786.1K | 0.12% | +8,300+54.6% | Added |
| Pioneer Trust Bank N A | 23,385 | $782.2K | 0.21% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 23,364 | $781.5K | 0.05% | +35+0.2% | Added |
| Pacific Global Investment Management CO | 23,330 | $780.4K | 0.15% | −174−0.7% | Reduced |
| MidWestOne Financial Group, Inc. | 23,294 | $779.2K | 0.14% | −532−2.2% | Reduced |
| RMR Capital Management, LLC | 23,278 | $778.6K | 0.71% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 23,130 | $773.7K | 0.23% | +2,330+11.2% | Added |
| Rodgers Brothers Inc. | 23,125 | $773.5K | 0.10% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 23,115 | $773.2K | 0.01% | +7,441+47.5% | Added |
| Midwest Financial Group LLC | 23,100 | $773.0K | 0.49% | −600−2.5% | Reduced |
| Principal Securities, Inc. | 23,041 | $770.7K | 0.02% | +6,482+39.1% | Added |
| Tributary Capital Management, LLC | 23,000 | $769.4K | 0.06% | +2,100+10.0% | Added |
| Nebula Research & Development LLC | 22,959 | $768.0K | 0.12% | −15,565−40.4% | Reduced |
| Rossmore Private Capital | 22,890 | $765.7K | 0.10% | −240−1.0% | Reduced |
| Great Valley Advisor Group, Inc. | 22,647 | $757.4K | 0.02% | +1,930+9.3% | Added |
| Symmetry Partners, LLC | 22,531 | $754.0K | 0.04% | −3,632−13.9% | Reduced |
| Foster & Motley Inc | 22,543 | $754.0K | 0.05% | +10,859+92.9% | Added |
| Sanders Morris Harris LLC | 22,500 | $752.6K | 0.12% | 00.0% | Unchanged |
| Colonial Trust Co | 22,376 | $748.5K | 0.13% | +725+3.3% | Added |
| Sound View Wealth Advisors Group, LLC | 22,320 | $746.6K | 0.08% | −451−2.0% | Reduced |
| Aviso Financial Inc. | 22,203 | $742.7K | 0.04% | +22,203 | New |
| Mystic Asset Management, Inc. | 22,008 | $736.2K | 0.30% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 21,999 | $736.0K | 0.37% | −27,519−55.6% | Reduced |
| Frank, Rimerman Advisors LLC | 21,962 | $734.6K | 0.05% | +21,854+20,235.2% | Added |
| New Republic Capital, LLC | 21,915 | $733.1K | 0.37% | −71−0.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 21,848 | $730.8K | 0.15% | −640−2.8% | Reduced |
| Resources Management Corp | 21,811 | $730.0K | 0.11% | −1,235−5.4% | Reduced |
| Integrated Investment Consultants, LLC | 19,689 | $729.9K | 0.20% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 21,743 | $727.3K | 0.10% | +10.0% | Added |
| Redwood Wealth Management Group, LLC | 21,733 | $727.0K | 0.55% | +20+0.1% | Added |
| Independence Bank of Kentucky | 21,690 | $725.5K | 0.19% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 21,600 | $722.5K | 0.47% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 21,494 | $719.0K | 0.16% | +1,200+5.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 21,475 | $718.3K | 0.09% | +1,969+10.1% | Added |
| We Are One Seven, LLC | 21,408 | $716.1K | 0.03% | +6,313+41.8% | Added |
| Leo Wealth, LLC | 21,333 | $713.9K | 0.07% | +21,333 | New |
| Peoples Bank | 21,323 | $713.3K | 0.37% | −165−0.8% | Reduced |
| Financial Strategies Group, Inc. | 21,881 | $710.7K | 0.18% | +10,929+99.8% | Added |
| Welch & Forbes LLC | 21,850 | $709.7K | 0.01% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 21,147 | $707.4K | 0.54% | +3,000+16.5% | Added |
| Winton Group Ltd | 21,016 | $703.0K | 0.05% | +9,995+90.7% | Added |
| Cullinan Associates Inc | 21,000 | $702.5K | 0.04% | +12,000+133.3% | Added |
| LSV Asset Management | 21,000 | $702.0K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 20,928 | $700.0K | 0.18% | 00.0% | Unchanged |
| Embree Financial Group | 20,902 | $699.2K | 0.13% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20,808 | $699.0K | 0.08% | +16+0.1% | Added |
| Nations Financial Group Inc, | 20,840 | $697.1K | 0.06% | +11+0.1% | Added |
| Cigna Investments Inc | 20,651 | $691.0K | 0.13% | −141−0.7% | Reduced |
| Snowden Capital Advisors LLC | 20,648 | $690.7K | 0.02% | +1,034+5.3% | Added |
| Panagora Asset Management Inc | 20,646 | $690.6K | 0.00% | −875,545−97.7% | Reduced |
| Optas, LLC | 20,569 | $688.0K | 0.18% | +156+0.8% | Added |
| Patriot Investment Management Inc. | 20,527 | $686.6K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 20,520 | $686.4K | 0.14% | +1,617+8.6% | Added |
| Choate Investment Advisors | 20,500 | $685.7K | 0.02% | −41−0.2% | Reduced |
| Clarius Group, LLC | 20,444 | $683.9K | 0.05% | −558−2.7% | Reduced |
| Sandy Spring Bank | 20,343 | $680.5K | 0.03% | −60−0.3% | Reduced |
| Tritonpoint Wealth, LLC | 20,319 | $679.7K | 0.07% | −3,331−14.1% | Reduced |
| St Germain D J Co Inc | 20,264 | $677.8K | 0.03% | +1,728+9.3% | Added |
| Canandaigua National Bank & Trust Co | 20,262 | $677.8K | 0.07% | −75−0.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 20,250 | $677.4K | 0.06% | −907−4.3% | Reduced |
| AMG National Trust Bank | 20,233 | $676.8K | 0.02% | +8,116+67.0% | Added |
| Intrepid Capital Management Inc | 20,228 | $676.6K | 0.43% | 00.0% | Unchanged |
| Chicago Trust Co NA | 20,186 | $675.2K | 0.14% | +190+1.0% | Added |
| WMS Partners, LLC | 20,163 | $674.5K | 0.04% | +147+0.7% | Added |
| Smartleaf Asset Management LLC | 20,310 | $670.9K | 0.11% | +849+4.4% | Added |
| Tocqueville Asset Management L.P. | 19,952 | $667.4K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 19,854 | $664.1K | 0.08% | 00.0% | Unchanged |
| Tradewinds, LLC. | 19,826 | $663.2K | 0.20% | +19,826 | New |
| Douglass Winthrop Advisors, LLC | 19,776 | $661.5K | 0.01% | −440−2.2% | Reduced |
| Independent Financial Group, LLC | 19,772 | $661.4K | 0.03% | +72+0.4% | Added |
| Pettyjohn, Wood & White, Inc | 19,725 | $659.8K | 0.13% | −1,830−8.5% | Reduced |
| PFG Advisors | 19,698 | $658.9K | 0.04% | +818+4.3% | Added |
| Boyd Watterson Asset Management LLC | 19,681 | $658.3K | 0.19% | −5,000−20.3% | Reduced |
| Hoylecohen, LLC | 19,667 | $657.9K | 0.05% | −159−0.8% | Reduced |
| Cobblestone Capital Advisors LLC | 19,630 | $656.6K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 19,629 | $656.6K | 0.04% | −4,290−17.9% | Reduced |
| Silvercrest Asset Management Group LLC | 19,593 | $655.4K | 0.00% | −26,841−57.8% | Reduced |
| Diversify Wealth Management, LLC | 19,856 | $655.3K | 0.08% | +19,856 | New |
| Legacy Wealth Asset Management, LLC | 19,574 | $654.8K | 0.18% | +40+0.2% | Added |
| Empire Financial Management Company, LLC | 19,526 | $653.1K | 0.22% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 19,523 | $653.0K | 0.01% | +789+4.2% | Added |
| Davidson Trust Co | 19,398 | $648.9K | 0.45% | −3,000−13.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,293 | $645.4K | 0.07% | −3,403−15.0% | Reduced |