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 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
- $69.9B
- +$10.3B (+17.3%) 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.
| 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 2026
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mason & Associates, LLC | 16,521 | $785.2K | 0.16% | 00.0% | Unchanged |
| PDS Planning, Inc | 16,542 | $786.2K | 0.05% | +141+0.9% | Added |
| Dakota Wealth Management | 16,733 | $795.3K | 0.02% | +19+0.1% | Added |
| Level Four Advisory Services, LLC | 16,756 | $796.4K | 0.02% | +843+5.3% | Added |
| VestGen Advisors, LLC | 16,789 | $798.0K | 0.02% | +973+6.2% | Added |
| Smith, Salley & Associates | 16,793 | $798.2K | 0.03% | −210−1.2% | Reduced |
| PFG Investments, LLC | 16,819 | $799.4K | 0.03% | −2,681−13.7% | Reduced |
| One Capital Management, LLC | 19,488 | $800.0K | 0.02% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 16,832 | $800.0K | 0.44% | −2,440−12.7% | Reduced |
| Savvy Advisors, Inc. | 16,841 | $800.5K | 0.02% | +3,067+22.3% | Added |
| Wealth Alliance | 16,861 | $801.4K | 0.07% | −2,855−14.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,947 | $805.5K | 0.04% | −172−1.0% | Reduced |
| Daymark Wealth Partners, LLC | 17,022 | $809.0K | 0.02% | +963+6.0% | Added |
| Osborne Partners Capital Management, LLC | 17,054 | $810.6K | 0.05% | +450+2.7% | Added |
| Guyasuta Investment Advisors Inc | 17,100 | $812.8K | 0.04% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 17,212 | $818.1K | 0.20% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 17,252 | $820.0K | 0.09% | −1,177−6.4% | Reduced |
| Yukon Wealth Management, Inc. | 17,282 | $821.4K | 0.24% | +17,282 | New |
| Palisade Capital Management LLC | 17,312 | $822.8K | 0.04% | +167+1.0% | Added |
| Boston Trust Walden Corp | 17,315 | $823.0K | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 17,352 | $824.7K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 17,432 | $828.5K | 0.03% | +242+1.4% | Added |
| St Germain D J Co Inc | 17,513 | $832.4K | 0.03% | +150+0.9% | Added |
| Indiana Trust & Investment Management CO | 17,514 | $832.4K | 0.23% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 17,515 | $832.5K | 0.35% | −1,200−6.4% | Reduced |
| Diversified Enterprises, LLC | 17,517 | $832.6K | 0.04% | +936+5.6% | Added |
| Quantbot Technologies LP | 17,533 | $833.3K | 0.03% | +17,533 | New |
| Itau Unibanco Holding S.A. | 17,543 | $833.8K | 0.02% | −30,093−63.2% | Reduced |
| Nations Financial Group Inc, | 17,598 | $836.4K | 0.04% | +107+0.6% | Added |
| Traynor Capital Management, Inc. | 17,600 | $836.5K | 0.04% | −993−5.3% | Reduced |
| Cullinan Associates Inc | 17,600 | $836.5K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 17,596 | $837.0K | 0.11% | −316−1.8% | Reduced |
| Catalytic Wealth RIA, LLC | 17,655 | $839.1K | 0.05% | −1,852−9.5% | Reduced |
| Central Bank & Trust Co | 17,691 | $840.9K | 0.12% | +4,500+34.1% | Added |
| Bedel Financial Consulting, Inc. | 17,730 | $842.7K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,776 | $844.9K | 0.06% | +38+0.2% | Added |
| Catalyst Financial Partners LLC | 17,801 | $846.1K | 0.08% | +301+1.7% | Added |
| InvesTrust | 17,835 | $847.7K | 0.33% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 17,841 | $848.0K | 0.16% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 17,900 | $850.8K | 0.30% | −800−4.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 18,000 | $855.5K | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 18,023 | $856.6K | 0.04% | −80.0% | Reduced |
| CAPROCK Group, Inc. | 18,081 | $859.4K | 0.02% | +18,081 | New |
| Larson Financial Group LLC | 18,185 | $864.3K | 0.02% | +745+4.3% | Added |
| Cidel Asset Management Inc | 18,214 | $865.7K | 0.04% | −508−2.7% | Reduced |
| Hara Capital LLC | 18,240 | $866.9K | 0.46% | 00.0% | Unchanged |
| Peoples Bank | 18,267 | $868.2K | 0.45% | −125−0.7% | Reduced |
| AdvisorNet Financial, Inc | 18,353 | $872.3K | 0.04% | +1,557+9.3% | Added |
| Legacy Financial Independent Advisors LLC | 18,408 | $874.9K | 0.41% | −219−1.2% | Reduced |
| Landing Point Financial Group, LLC | 18,432 | $876.1K | 0.30% | −580−3.1% | Reduced |
| Nwam LLC | 18,445 | $876.7K | 0.04% | +922+5.3% | Added |
| Dupree Financial Group, LLC | 18,483 | $878.5K | 0.33% | 00.0% | Unchanged |
| Truvestments Capital LLC | 18,536 | $881.0K | 0.13% | +6,385+52.5% | Added |
| Great Valley Advisor Group, Inc. | 18,562 | $882.5K | 0.01% | +476+2.6% | Added |
| Investors Asset Management of Georgia Inc | 18,573 | $882.8K | 0.31% | +20.0% | Added |
| Integrated Investment Consultants, LLC | 18,600 | $884.1K | 0.17% | −597−3.1% | Reduced |
| Lionhunter Capital Management, LLC | 18,626 | $885.3K | 0.40% | +18,626 | New |
| Woodward Diversified Capital, LLC | 18,637 | $885.8K | 0.39% | +1,402+8.1% | Added |
| Choate Investment Advisors | 18,652 | $886.5K | 0.02% | −150−0.8% | Reduced |
| IFG Advisory, LLC | 18,676 | $887.7K | 0.03% | +15,526+492.9% | Added |
| Acorn Wealth Advisors, LLC | 18,687 | $888.2K | 0.22% | −10,884−36.8% | Reduced |
| HBK Sorce Advisory LLC | 17,418 | $890.4K | 0.02% | +94+0.5% | Added |
| Klingenstein Fields & Co LP | 18,764 | $891.9K | 0.03% | +423+2.3% | Added |
| Evelyn Partners Group Ltd | 18,778 | $892.5K | 0.02% | +18,778 | New |
| Certified Advisory Corp | 18,821 | $894.6K | 0.07% | −501−2.6% | Reduced |
| RiverFront Investment Group, LLC | 18,832 | $895.1K | 0.01% | −39,398−67.7% | Reduced |
| Paradigm Asset Management Co LLC | 18,900 | $898.3K | 0.19% | +18,900 | New |
| D.B. Root & Company, LLC | 18,917 | $899.1K | 0.19% | −3,260−14.7% | Reduced |
| Chronos Wealth Management, LLC | 18,985 | $902.4K | 0.40% | −525−2.7% | Reduced |
| Canandaigua National Bank & Trust Co | 19,034 | $904.7K | 0.08% | +19,034 | New |
| Malaga Cove Capital, LLC | 19,112 | $908.4K | 0.29% | −120−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 19,116 | $908.6K | 0.04% | +5,174+37.1% | Added |
| Pettyjohn, Wood & White, Inc | 19,244 | $914.7K | 0.13% | −319−1.6% | Reduced |
| Gilbert & Cook, Inc. | 19,266 | $915.7K | 0.11% | +117+0.6% | Added |
| Cornerstone Investment Partners, LLC | 19,268 | $915.8K | 0.03% | −167−0.9% | Reduced |
| Patriot Investment Management Inc. | 19,298 | $917.2K | 0.05% | −177−0.9% | Reduced |
| Lee Johnson Capital Management, LLC | 19,368 | $920.6K | 0.29% | +4,354+29.0% | Added |
| Mosaic Advisors LLC | 19,374 | $920.8K | 1.24% | −1,548−7.4% | Reduced |
| Cornerstone Advisory, LLC | 19,499 | $926.8K | 0.08% | +140+0.7% | Added |
| Old North State Trust, LLC | 19,602 | $932.0K | 0.48% | +1,445+8.0% | Added |
| Gryphon Financial Partners LLC | 19,617 | $932.4K | 0.08% | +2,689+15.9% | Added |
| Colonial Trust Co | 19,640 | $933.5K | 0.12% | −358−1.8% | Reduced |
| Applied Finance Capital Management, LLC | 19,828 | $942.4K | 0.07% | −9,814−33.1% | Reduced |
| Optas, LLC | 19,870 | $944.4K | 0.13% | +165+0.8% | Added |
| Caption Management, LLC | 20,000 | $950.6K | 0.03% | −115,000−85.2% | Reduced |
| RB Capital Management, LLC | 20,031 | $952.1K | 0.19% | +10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,046 | $952.8K | 0.01% | +3,262+19.4% | Added |
| Capital Analysts, LLC | 20,048 | $953.0K | 0.02% | −2,221−10.0% | Reduced |
| Clear Harbor Asset Management, LLC | 20,114 | $956.0K | 0.06% | −3,060−13.2% | Reduced |
| National Philanthropic Trust | 20,173 | $958.8K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 20,208 | $960.5K | 0.00% | −10,567−34.3% | Reduced |
| Klingman & Associates, LLC | 20,217 | $960.9K | 0.04% | +115+0.6% | Added |
| Oakworth Capital, Inc. | 20,146 | $961.2K | 0.05% | +38+0.2% | Added |
| EPG Wealth Management LLC | 20,309 | $965.3K | 0.23% | +48+0.2% | Added |
| Acropolis Investment Management, LLC | 20,423 | $970.7K | 0.04% | +140+0.7% | Added |
| Appleton Partners Inc | 20,434 | $971.0K | 0.06% | −42−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 20,435 | $971.3K | 0.01% | −1,052−4.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 20,480 | $973.4K | 0.21% | −262−1.3% | Reduced |
| Principal Securities, Inc. | 20,501 | $974.4K | 0.01% | +1,048+5.4% | Added |
| Partners Wealth Management, LLC | 20,520 | $975.3K | 0.96% | −773−3.6% | Reduced |