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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 26,488 | $1.26M | 0.02% | −2,886−9.8% | Reduced |
| Walsky Investment Management, Inc. | 26,590 | $1.26M | 1.17% | +1,100+4.3% | Added |
| Vista Investment Management | 26,822 | $1.27M | 0.38% | −810−2.9% | Reduced |
| Foresight Group Ltd Liability Partnership | 26,808 | $1.28M | 0.23% | −20,588−43.4% | Reduced |
| National Asset Management, Inc. | 26,693 | $1.28M | 0.07% | +1,191+4.7% | Added |
| Sawgrass Asset Management LLC | 27,024 | $1.28M | 0.17% | −560−2.0% | Reduced |
| Barnett & Company, Inc. | 27,060 | $1.29M | 0.95% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 27,110 | $1.29M | 0.02% | −171,081−86.3% | Reduced |
| United Community Bank | 27,124 | $1.29M | 0.40% | −2,915−9.7% | Reduced |
| William B. Walkup & Associates, Inc. | 27,138 | $1.29M | 0.62% | −435−1.6% | Reduced |
| RMR Wealth Builders | 27,323 | $1.30M | 0.08% | +62+0.2% | Added |
| Private Trust Co NA | 27,349 | $1.30M | 0.10% | −1,412−4.9% | Reduced |
| Decker Wealth Management LLC | 27,576 | $1.31M | 0.28% | −14,810−34.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 27,750 | $1.32M | 0.09% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 27,831 | $1.32M | 0.08% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 28,039 | $1.33M | 0.18% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 28,421 | $1.35M | 0.06% | −149−0.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 28,634 | $1.36M | 0.06% | +139+0.5% | Added |
| Modern Wealth Management, LLC | 28,769 | $1.37M | 0.02% | +7,492+35.2% | Added |
| Benjamin Edwards Inc | 28,855 | $1.37M | 0.01% | +2,246+8.4% | Added |
| Fruth Investment Management | 28,900 | $1.37M | 0.33% | 00.0% | Unchanged |
| Frec Markets, Inc. | 28,965 | $1.38M | 0.12% | +11,192+63.0% | Added |
| Weatherly Asset Management L. P. | 28,994 | $1.38M | 0.10% | 00.0% | Unchanged |
| Navalign, LLC | 29,054 | $1.38M | 0.32% | −540−1.8% | Reduced |
| Vaughan David Investments LLC | 29,101 | $1.38M | 0.03% | −800−2.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 29,157 | $1.39M | 0.06% | −46−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 29,161 | $1.39M | 0.09% | +61+0.2% | Added |
| Syon Capital LLC | 29,275 | $1.39M | 0.06% | +1,195+4.3% | Added |
| HORAN Wealth, LLC | 29,302 | $1.39M | 0.17% | −28,940−49.7% | Reduced |
| Congress Park Capital LLC | 29,465 | $1.40M | 0.38% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.40M | 0.31% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 29,500 | $1.40M | 0.17% | −394−1.3% | Reduced |
| Ullmann Financial Group, Inc. | 29,506 | $1.40M | 0.13% | +130.0% | Added |
| Norden Group LLC | 29,564 | $1.41M | 0.12% | +1,494+5.3% | Added |
| South State Corp. | 29,570 | $1.41M | 0.06% | +3,933+15.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 29,593 | $1.41M | 0.17% | +2,232+8.2% | Added |
| Everence Capital Management Inc | 29,639 | $1.41M | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 29,688 | $1.41M | 0.04% | +1,822+6.5% | Added |
| Perigon Wealth Management, LLC | 29,930 | $1.42M | 0.02% | +2,164+7.8% | Added |
| Bridgewater Advisors Inc. | 29,169 | $1.42M | 0.08% | +350+1.2% | Added |
| Harbor Advisors LLC | 30,000 | $1.43M | 0.18% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 30,155 | $1.43M | 0.07% | −1,219−3.9% | Reduced |
| Ieq Capital, LLC | 30,225 | $1.44M | 0.01% | −822−2.6% | Reduced |
| BLB&B Advisors, LLC | 30,237 | $1.44M | 0.05% | −1,424−4.5% | Reduced |
| Moneta Group Investment Advisors LLC | 30,267 | $1.44M | 0.01% | +428+1.4% | Added |
| Harbour Trust & Investment Management Co | 30,285 | $1.44M | 0.14% | −190−0.6% | Reduced |
| Portside Wealth Group, LLC | 30,371 | $1.44M | 0.17% | +1,635+5.7% | Added |
| Engineers Gate Manager LP | 30,446 | $1.45M | 0.02% | +30,446 | New |
| Systematic Financial Management LP | 30,600 | $1.45M | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 30,616 | $1.46M | 0.03% | +8,269+37.0% | Added |
| Confluence Wealth Services, Inc. | 30,652 | $1.46M | 0.04% | +834+2.8% | Added |
| Goelzer Investment Management, Inc. | 30,680 | $1.46M | 0.06% | −1,135−3.6% | Reduced |
| Harbor Investment Advisory, LLC | 30,696 | $1.46M | 0.10% | −24−0.1% | Reduced |
| Sovereign Financial Group, Inc. | 30,723 | $1.46M | 0.22% | −213−0.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 30,728 | $1.46M | 0.16% | −89−0.3% | Reduced |
| Bath Savings Trust Co | 30,964 | $1.47M | 0.15% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 30,967 | $1.47M | 0.02% | −143−0.5% | Reduced |
| BNB Wealth Management, LLC | 31,043 | $1.48M | 0.81% | −30.0% | Reduced |
| Mfg Wealth Management, Inc. | 31,102 | $1.48M | 1.06% | +1,245+4.2% | Added |
| Whittier Trust Co | 30,290 | $1.48M | 0.01% | +184+0.6% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 31,200 | $1.48M | 0.77% | +31,200 | New |
| Tema ETFs LLC | 31,370 | $1.49M | 0.05% | +3,045+10.8% | Added |
| Chicago Trust Co NA | 31,395 | $1.49M | 0.22% | +7,799+33.1% | Added |
| Advisory Alpha, LLC | 31,562 | $1.50M | 0.04% | +2,970+10.4% | Added |
| Rehmann Capital Advisory Group | 31,709 | $1.51M | 0.07% | +701+2.3% | Added |
| Yoffe Investment Management, LLC | 31,770 | $1.51M | 1.73% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 31,872 | $1.51M | 0.47% | −664−2.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 31,886 | $1.52M | 0.19% | −490−1.5% | Reduced |
| Donaldson Capital Management, LLC | 32,012 | $1.52M | 0.04% | +174+0.5% | Added |
| Bridgefront Capital, LLC | 32,013 | $1.52M | 0.40% | +32,013 | New |
| Stock Yards Bank & Trust Co | 32,158 | $1.53M | 0.04% | −120−0.4% | Reduced |
| Davis R M Inc | 32,211 | $1.53M | 0.02% | −355−1.1% | Reduced |
| USA Financial Formulas | 32,336 | $1.54M | 0.28% | +32,336 | New |
| Invesco, LLC | 32,458 | $1.54M | 0.48% | +88+0.3% | Added |
| Spirit of America Management Corp | 32,600 | $1.55M | 0.29% | 00.0% | Unchanged |
| Gerald Baker Financial Group LLC | 32,890 | $1.56M | 0.44% | +44+0.1% | Added |
| Argent Trust Co | 32,933 | $1.57M | 0.05% | −26,250−44.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 33,225 | $1.58M | 0.19% | −52−0.2% | Reduced |
| Washington Trust Co | 33,316 | $1.58M | 0.05% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 33,346 | $1.58M | 0.20% | +190+0.6% | Added |
| Wilkins Investment Counsel Inc | 33,450 | $1.59M | 0.21% | −950−2.8% | Reduced |
| Ronald Blue Trust, Inc. | 33,540 | $1.59M | 0.02% | −968−2.8% | Reduced |
| Reliant Investment Partners, LLC | 33,566 | $1.60M | 1.09% | −100−0.3% | Reduced |
| TCG Advisory Services, LLC | 33,586 | $1.60M | 0.03% | +3,052+10.0% | Added |
| Wellington Shields & Co., LLC | 33,647 | $1.60M | 0.36% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 33,674 | $1.60M | 0.16% | +20.0% | Added |
| Premier Fund Managers Ltd | 33,360 | $1.60M | 0.15% | +33,360 | New |
| Linscomb & Williams, Inc. | 34,073 | $1.62M | 0.07% | −728−2.1% | Reduced |
| WBH Advisory Inc | 34,235 | $1.63M | 0.11% | +20.0% | Added |
| Foster & Motley Inc | 34,518 | $1.64M | 0.08% | −9,018−20.7% | Reduced |
| Capital Fund Management S.A. | 34,547 | $1.64M | 0.01% | +34,547 | New |
| Atlanta Consulting Group Advisors, LLC | 34,732 | $1.65M | 0.26% | +2,733+8.5% | Added |
| Kahn Brothers Group Inc | 34,781 | $1.65M | 0.26% | −1,700−4.7% | Reduced |
| 111 Capital | 34,804 | $1.65M | 0.28% | +34,804 | New |
| RCW Management, LLC | 34,814 | $1.65M | 1.48% | +24,239+229.2% | Added |
| Intrust Bank NA | 34,854 | $1.66M | 0.12% | −144−0.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 34,884 | $1.66M | 0.95% | +302+0.9% | Added |
| Curat Global, LLC | 30,123 | $1.66M | 1.40% | +3,065+11.3% | Added |
| Elgethun Capital Management | 34,921 | $1.66M | 0.23% | +212+0.6% | Added |
| Cobblestone Asset Management LLC | 34,941 | $1.66M | 0.69% | +103+0.3% | Added |