CSX Corp

CSX

Exchange: Nasdaq
Industry: Railroads, Line-Haul Operating
SEC CIK: 0000277948

SEC filings (opens in a new tab)

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 $72.8B in total; Markel Group is the only superinvestor holding it.

13F holders, Q2 2026

Institutional positions in CSX Corp as of Jun 30, 2026. 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: 1,998; +145 vs. Q1 2026
Shares held: 1.47B; +17.0M (+1.2%) vs. Q1 2026
Total value: $72.8B; +$13.2B (+22.1%) vs. Q1 2026
New holders: 241; 754 more added
Sold out: 96; 637 more reduced

23 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 1,998 institutions

Value heldQ2 2026: $72.8B

Institutions holding CSX and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,998	$72.8B
Q1 2026	1,876	$59.6B
Q4 2025	1,816	$53.0B
Q3 2025	1,740	$49.7B
Q2 2025	1,699	$46.2B
Q1 2025	1,668	$41.7B
Q4 2024	1,725	$47.4B
Q3 2024	1,672	$52.2B
Q2 2024	1,662	$50.7B
Q1 2024	1,694	$57.6B
Q4 2023	1,669	$52.3B
Q3 2023	1,546	$44.7B
Q2 2023	1,581	$50.6B
Q1 2023	1,502	$45.7B
Q4 2022	1,517	$48.3B
Q3 2022	1,443	$41.5B
Q2 2022	1,480	$46.2B
Q1 2022	1,572	$60.9B
Q4 2021	1,551	$61.5B
Q3 2021	1,368	$49.0B
Q2 2021	1,383	$52.7B
Q1 2021	1,381	$54.3B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q1 2026.

Institutions holding CSX in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Evolution Advisers, Inc.	5	$0	0.00%	+5	New
Mosley Wealth Management	7	$333	0.00%	+7	New
Godfrey Financial Associates, Inc.	10	$475	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	11	$523	0.00%	+11	New
Morton Brown Family Wealth, LLC	14	$665	0.00%	+14	New
Hoey Investments, Inc	14	$666	0.00%	+14	New
Breakwater Investment Management	14	$666	0.00%	+14	New
Torren Management, LLC	15	$734	0.00%	00.0%	Unchanged
FWL Investment Management, LLC	16	$760	0.00%	+16	New
Kings Path Partners LLC	16	$760	0.00%	+16	New
3 Factor Indexing, LLC	16	$761	0.00%	00.0%	Unchanged
Downshift Financial, LLC	19	$903	0.00%	+19	New
Sunrise Financial Services, LLC	23	$1.09K	0.00%	−5−17.9%	Reduced
Westside Investment Management, Inc.	26	$1.24K	0.00%	00.0%	Unchanged
Phillip James Consulting Co.	26	$1.24K	0.00%	00.0%	Unchanged
Bravera Wealth	28	$1.33K	0.00%	−53−65.4%	Reduced
Three Bearings Fiduciary Advisors, Inc.	30	$1.43K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	31	$1.50K	0.00%	+31	New
Networth Advisors, LLC	34	$1.62K	0.00%	00.0%	Unchanged
Imprint Wealth LLC	35	$1.66K	0.01%	00.0%	Unchanged
NVWM, LLC	35	$1.66K	0.00%	+10+40.0%	Added
Stone House Investment Management, LLC	37	$1.76K	0.00%	+9+32.1%	Added
S&T Bank	41	$1.95K	0.00%	00.0%	Unchanged
SWAN Capital LLC	42	$2.00K	0.00%	00.0%	Unchanged
Navigoe, LLC	59	$2.00K	0.00%	+59	New
PayPay Securities Corp	44	$2.09K	0.05%	+1+2.3%	Added
Seneschal Advisors, LLC	44	$2.09K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	48	$2.28K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	48	$2.28K	0.00%	+48	New
Benson Wealth Management INC	56	$2.66K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	57	$2.73K	0.00%	−2−3.4%	Reduced
Golden State Equity Partners	58	$2.76K	0.01%	−1,675−96.7%	Reduced
Quaker Wealth Management, LLC	58	$2.76K	0.00%	+3+5.5%	Added
Quarry LP	60	$2.85K	0.00%	−6,064−99.0%	Reduced
Lloyd Advisory Services, LLC.	60	$2.87K	0.00%	−2,103−97.2%	Reduced
Merrithew & Thorsten Inc	67	$3.00K	0.00%	00.0%	Unchanged
Buck Wealth Strategies, LLC	67	$3.19K	0.00%	+67	New
Atomic Invest LLC	67	$3.21K	0.00%	−15−18.3%	Reduced
CBIZ Investment Advisory Services, LLC	81	$3.33K	0.00%	00.0%	Unchanged
Triumph Capital Management	75	$3.56K	0.00%	−77−50.7%	Reduced
Addison Advisors LLC	76	$3.62K	0.00%	−189−71.3%	Reduced
American Capital Advisory, LLC	82	$3.90K	0.00%	+31+60.8%	Added
Winch Advisory Services, LLC	84	$4.00K	0.00%	+84	New
Investors Portfolio Services LLC	101	$4.80K	0.00%	00.0%	Unchanged
Tiaa Trust, National Association	106	$5.04K	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	110	$5.23K	0.00%	+2+1.9%	Added
Turim 21 Investimentos Ltda.	111	$5.28K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	114	$5.42K	0.00%	00.0%	Unchanged
Planning Strategies Inc.	118	$5.61K	0.00%	+118	New
Abound Wealth Management	125	$5.96K	0.00%	−327−72.3%	Reduced
Peterson Wealth Services	127	$6.04K	0.00%	+127	New
Global Trust Asset Management, LLC	131	$6.23K	0.00%	+131	New
Activest Wealth Management	143	$6.80K	0.00%	−174−54.9%	Reduced
Penserra Capital Management LLC	156	$7.00K	0.00%	00.0%	Unchanged
Luken Investment Analytics, LLC	150	$7.13K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	150	$7.13K	0.00%	+150	New
Highland Investment Advisors LLC	150	$7.13K	0.00%	+150	New
Prudent Man Investment Management, Inc.	200	$7.25K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	153	$7.27K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	156	$7.42K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	163	$7.75K	0.00%	+163	New
Delos Wealth Advisors, LLC	164	$7.79K	0.00%	+164	New
Hager Investment Management Services, LLC	165	$7.84K	0.00%	+165	New
1 North Wealth Services LLC	167	$7.94K	0.00%	+167	New
Ogorek Anthony Joseph	180	$8.00K	0.00%	00.0%	Unchanged
Burk Holdings LLC	174	$8.27K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	183	$8.70K	0.01%	+119+185.9%	Added
Bell Investment Advisors, Inc	193	$9.17K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	199	$9.46K	0.00%	00.0%	Unchanged
TSFG, LLC	209	$10.0K	0.00%	+1+0.5%	Added
Principia Wealth Advisory, LLC	216	$10.3K	0.01%	+83+62.4%	Added
Boreal Capital Management LLC	225	$10.7K	0.01%	00.0%	Unchanged
Y.D. More Investments Ltd	67,709	$10.8K	0.00%	+3,544+5.5%	Added
Rialto Wealth Management, LLC	242	$11.5K	0.00%	+65+36.7%	Added
Prestige Wealth Management Group LLC	245	$11.6K	0.00%	+30+14.0%	Added
Hughes Financial Services, LLC	247	$11.7K	0.00%	+84+51.5%	Added
Cornerstone Financial Management LLC	247	$11.7K	0.01%	+155+168.5%	Added
Wiser Advisor Group LLC	267	$12.7K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	271	$12.9K	0.00%	+218+411.3%	Added
Lummis Asset Management, LP	272	$12.9K	0.01%	+43+18.8%	Added
Chesapeake Asset Management LLC	273	$13.0K	0.01%	+1+0.4%	Added
HighMark Wealth Management LLC	274	$13.0K	0.00%	00.0%	Unchanged
Kilter Group LLC	276	$13.1K	0.00%	+15+5.7%	Added
HFM Investment Advisors, LLC	287	$13.6K	0.00%	+71+32.9%	Added
Tidemark, LLC	298	$14.2K	0.00%	00.0%	Unchanged
Bayban	300	$14.3K	0.01%	00.0%	Unchanged
Icon Advisers Inc	300	$14.3K	0.00%	+300	New
Commonwealth Retirement Investments LLC	300	$14.3K	0.00%	+300	New
Investment Research & Advisory Group, Inc.	126	$14.6K	0.00%	00.0%	Unchanged
Ares Financial Consulting, LLC	308	$14.7K	0.01%	00.0%	Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management	309	$14.7K	0.01%	00.0%	Unchanged
Essential Partners LLC	317	$15.1K	0.01%	00.0%	Unchanged
Syntax Research, Inc.	324	$15.4K	0.01%	00.0%	Unchanged
ESL Trust Services, LLC	330	$15.7K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	333	$15.8K	0.01%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	333	$15.8K	0.01%	00.0%	Unchanged
Greykasell Wealth Strategies, Inc.	341	$16.2K	0.01%	00.0%	Unchanged
Westfuller Advisors, LLC	343	$16.3K	0.01%	−36−9.5%	Reduced
Evolution Wealth Management Inc.	346	$16.4K	0.01%	+37+12.0%	Added
Financial Avengers, Inc.	349	$16.6K	0.01%	+1+0.3%	Added