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 |
|---|---|---|---|---|---|
| M3 Wealth Management, LLC | 70,958 | $3.37M | 2.19% | −70−0.1% | Reduced |
| Empirical Finance, LLC | 71,158 | $3.38M | 0.14% | +2,116+3.1% | Added |
| Phoenix Holdings Ltd. | 71,286 | $3.39M | 0.02% | −1,166−1.6% | Reduced |
| Trust Co of Vermont | 72,367 | $3.44M | 0.13% | +72,367 | New |
| Heritage Wealth Advisors | 74,010 | $3.52M | 0.12% | −1,249−1.7% | Reduced |
| Augustine Asset Management Inc | 74,323 | $3.53M | 0.72% | −702−0.9% | Reduced |
| Alps Advisors Inc | 74,556 | $3.54M | 0.02% | +17,537+30.8% | Added |
| Equitable Trust Co | 75,496 | $3.59M | 0.15% | +174+0.2% | Added |
| GAMMA Investing LLC | 76,675 | $3.64M | 0.14% | +6,985+10.0% | Added |
| West Paces Advisors Inc. | 76,935 | $3.66M | 0.61% | +50.0% | Added |
| Apollon Wealth Management, LLC | 77,558 | $3.69M | 0.04% | +4,290+5.9% | Added |
| E Fund Management Co., Ltd. | 77,676 | $3.69M | 0.08% | +11,588+17.5% | Added |
| Charter Trust Co | 78,110 | $3.71M | 0.20% | +2,620+3.5% | Added |
| Resonant Capital Advisors, LLC | 78,569 | $3.73M | 0.18% | +1,868+2.4% | Added |
| Tower Bridge Advisors | 79,394 | $3.77M | 0.34% | +60.0% | Added |
| Hudson Valley Investment Advisors Inc | 79,778 | $3.79M | 0.46% | −10,475−11.6% | Reduced |
| Arkadios Wealth Advisors | 81,388 | $3.87M | 0.06% | −5,290−6.1% | Reduced |
| Global Retirement Partners, LLC | 82,000 | $3.90M | 0.06% | +82,000 | New |
| Myriad Asset Management Advisors LLC | 82,417 | $3.92M | 0.92% | +60,969+284.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 83,063 | $3.95M | 0.46% | +4,925+6.3% | Added |
| Wealthspire Advisors, LLC | 83,588 | $3.97M | 0.02% | +16,396+24.4% | Added |
| Old National Bancorp | 83,591 | $3.97M | 0.08% | −8,567−9.3% | Reduced |
| Park Avenue Securities LLC | 83,665 | $3.98M | 0.02% | +659+0.8% | Added |
| Independent Advisor Alliance | 83,862 | $3.99M | 0.09% | −344−0.4% | Reduced |
| Bleakley Financial Group, LLC | 83,869 | $3.99M | 0.05% | −1,056−1.2% | Reduced |
| Rowland & Co Investment Counsel | 84,281 | $4.01M | 0.73% | −1,048−1.2% | Reduced |
| Anchor Investment Management, LLC | 84,650 | $4.02M | 0.30% | −1,007−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 85,286 | $4.05M | 0.07% | −104−0.1% | Reduced |
| Mather Group, LLC. | 86,152 | $4.09M | 0.04% | +79,084+1,118.9% | Added |
| Voleon Capital Management LP | 86,872 | $4.13M | 0.08% | +57,291+193.7% | Added |
| Signature Estate & Investment Advisors LLC | 86,965 | $4.13M | 0.07% | +250.0% | Added |
| Taylor Hoffman Capital Management LLC | 87,133 | $4.14M | 1.01% | −1,366−1.5% | Reduced |
| GPM Growth Investors, Inc. | 87,484 | $4.16M | 1.74% | −18,888−17.8% | Reduced |
| Massachusetts Financial Services Co | 68,621 | $4.16M | 0.00% | +163+0.2% | Added |
| Van Hulzen Asset Management, LLC | 87,709 | $4.17M | 0.30% | +305+0.3% | Added |
| Kingsview Wealth Management, LLC | 88,257 | $4.19M | 0.05% | +26,797+43.6% | Added |
| Jones Kertz & Associates, Inc. | 88,970 | $4.23M | 1.95% | −5,850−6.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 89,212 | $4.24M | 0.29% | 00.0% | Unchanged |
| Sciencast Management LP | 89,329 | $4.25M | 0.88% | +89,329 | New |
| Bartlett & Co. Wealth Management LLC | 89,691 | $4.26M | 0.05% | −3,530−3.8% | Reduced |
| Warren Averett Asset Management, LLC | 91,594 | $4.35M | 0.03% | −1,550−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 90,707 | $4.38M | 0.01% | +1,447+1.6% | Added |
| Siemens Fonds Invest GmbH | 92,430 | $4.39M | 0.22% | +976+1.1% | Added |
| New Mexico Educational Retirement Board | 92,518 | $4.40M | 0.11% | +6,600+7.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 93,882 | $4.46M | 0.01% | −55,811−37.3% | Reduced |
| CFO4Life Group, LLC | 94,036 | $4.47M | 0.60% | +300.0% | Added |
| Farther Finance Advisors, LLC | 95,633 | $4.55M | 0.04% | +11,678+13.9% | Added |
| XTX Topco Ltd | 95,649 | $4.55M | 0.06% | +82,976+654.7% | Added |
| JCIC Asset Management Inc. | 110,893 | $4.55M | 1.39% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 96,006 | $4.56M | 0.05% | −2,902−2.9% | Reduced |
| Aigen Investment Management, LP | 96,205 | $4.57M | 1.25% | +96,205 | New |
| Private Advisor Group, LLC | 96,749 | $4.60M | 0.02% | −43,431−31.0% | Reduced |
| Hancock Whitney Corp | 96,812 | $4.60M | 0.08% | −1,575−1.6% | Reduced |
| CWM Advisors, LLC | 97,171 | $4.62M | 0.19% | +11,911+14.0% | Added |
| Parsons Capital Management Inc | 97,348 | $4.63M | 0.21% | −1,739−1.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 98,129 | $4.66M | 0.11% | +41,000+71.8% | Added |
| Baxter Bros Inc | 98,301 | $4.67M | 0.54% | +50.0% | Added |
| Kestra Private Wealth Services, LLC | 98,402 | $4.68M | 0.05% | −6,135−5.9% | Reduced |
| Sequoia Financial Advisors, LLC | 98,658 | $4.69M | 0.02% | +2,799+2.9% | Added |
| Johnson Investment Counsel Inc | 98,795 | $4.70M | 0.03% | −1,698−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 99,423 | $4.73M | 0.21% | +1,915+2.0% | Added |
| First National Advisers, LLC | 99,683 | $4.74M | 0.67% | −6,288−5.9% | Reduced |
| Maryland State Retirement & Pension System | 99,934 | $4.75M | 0.08% | +6,348+6.8% | Added |
| Ritholtz Wealth Management | 99,983 | $4.75M | 0.07% | +3,404+3.5% | Added |
| Naples Global Advisors, LLC | 100,078 | $4.76M | 0.29% | −1,103−1.1% | Reduced |
| Merit Financial Group, LLC | 100,737 | $4.79M | 0.03% | +2,926+3.0% | Added |
| Lido Advisors, LLC | 100,866 | $4.79M | 0.02% | +177+0.2% | Added |
| Baker Chad R | 102,000 | $4.85M | 0.78% | 00.0% | Unchanged |
| Hartford Investment Management Co | 102,988 | $4.90M | 0.14% | −2,971−2.8% | Reduced |
| Clearstead Advisors, LLC | 103,184 | $4.90M | 0.05% | −11,533−10.1% | Reduced |
| HB Wealth Management, LLC | 103,752 | $4.93M | 0.03% | +3,045+3.0% | Added |
| Burney Co | 104,423 | $4.96M | 0.13% | −813−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 104,634 | $4.97M | 0.08% | +10,994+11.7% | Added |
| Laird Norton Trust Company, LLC | 104,673 | $4.98M | 0.10% | −75−0.1% | Reduced |
| Bank Ozk | 105,771 | $5.03M | 1.49% | +5,919+5.9% | Added |
| London Co of Virginia | 105,837 | $5.03M | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 106,090 | $5.04M | 0.05% | +20,367+23.8% | Added |
| Picton Mahoney Asset Management | 107,070 | $5.09M | 0.05% | −3,170−2.9% | Reduced |
| Compagnie Lombard Odier SCmA | 108,245 | $5.14M | 0.06% | −176,997−62.1% | Reduced |
| Cottage Street Advisors LLC | 107,932 | $5.15M | 1.99% | −1,693−1.5% | Reduced |
| FourThought Financial Partners, LLC | 110,493 | $5.25M | 0.41% | +504+0.5% | Added |
| Brevan Howard Capital Management LP | 110,567 | $5.26M | 0.07% | +110,567 | New |
| Vestmark Advisory Solutions, Inc. | 112,723 | $5.36M | 0.05% | −20,016−15.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 112,831 | $5.36M | 1.47% | −2,687−2.3% | Reduced |
| Ossiam | 113,453 | $5.39M | 0.07% | +113,453 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 116,096 | $5.52M | 0.02% | +1,016+0.9% | Added |
| Hantz Financial Services, Inc. | 116,618 | $5.54M | 0.07% | −5,363−4.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 116,946 | $5.56M | 0.00% | +35,595+43.8% | Added |
| Sage Capital Advisors,llc | 117,310 | $5.58M | 1.16% | +450+0.4% | Added |
| Journey Advisory Group, LLC | 117,565 | $5.59M | 0.43% | −2,217−1.9% | Reduced |
| DCM Advisors, LLC | 117,764 | $5.60M | 2.21% | +4,869+4.3% | Added |
| Dana Investment Advisors, Inc. | 118,162 | $5.62M | 0.15% | −25,552−17.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 118,423 | $5.63M | 0.54% | +2,824+2.4% | Added |
| Kentucky Retirement Systems | 118,506 | $5.63M | 0.14% | +34,816+41.6% | Added |
| Investment Management Corp of Ontario | 118,642 | $5.64M | 0.07% | −14,600−11.0% | Reduced |
| Old West Investment Management, LLC | 118,908 | $5.65M | 0.60% | +13,258+12.5% | Added |
| Hartford Financial Management Inc. | 119,567 | $5.68M | 1.27% | −3,664−3.0% | Reduced |
| Huntington National Bank | 119,643 | $5.69M | 0.03% | +7,475+6.7% | Added |
| Signaturefd, LLC | 119,774 | $5.69M | 0.08% | +759+0.6% | Added |
| Rathbone Brothers plc | 120,006 | $5.70M | 0.02% | +6,685+5.9% | Added |