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 $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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Entrust Financial LLC | 353 | $16.8K | 0.01% | −4−1.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 358 | $17.0K | 0.00% | +82+29.7% | Added |
| Bare Financial Services, Inc | 389 | $18.5K | 0.00% | +143+58.1% | Added |
| Dogwood Wealth Management LLC | 398 | $18.9K | 0.01% | +74+22.8% | Added |
| Covestor Ltd | 408 | $19.0K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 405 | $19.3K | 0.01% | −1,080−72.7% | Reduced |
| Mascoma Wealth Management LLC | 405 | $19.3K | 0.00% | −313−43.6% | Reduced |
| Elevated Capital Advisors, LLC | 413 | $19.6K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 447 | $21.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 453 | $21.5K | 0.00% | +153+51.0% | Added |
| Insight Financial Services | 461 | $21.9K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 486 | $23.1K | 0.01% | +36+8.0% | Added |
| Timbuktu Capital Management, LLC | 500 | $23.8K | 0.04% | +500 | New |
| Valued Wealth Advisors LLC | 506 | $24.1K | 0.01% | +95+23.1% | Added |
| Retirement Wealth Solutions LLC | 506 | $24.1K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 507 | $24.1K | 0.00% | +96+23.4% | Added |
| Atlantic Private Wealth, LLC | 520 | $24.7K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 521 | $24.8K | 0.01% | 00.0% | Unchanged |
| Axxion S.A. | 527 | $25.0K | 0.00% | +527 | New |
| Archer Investment Corp | 540 | $25.7K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 544 | $25.9K | 0.01% | +204+60.0% | Added |
| Catalyst Capital Advisors LLC | 566 | $26.9K | 0.00% | −20−3.4% | Reduced |
| CNB Bank | 570 | $27.1K | 0.01% | −319−35.9% | Reduced |
| N.E.W. Advisory Services LLC | 574 | $27.3K | 0.00% | +257+81.1% | Added |
| Alpine Bank Wealth Management | 581 | $27.6K | 0.00% | +581 | New |
| Bogart Wealth, LLC | 581 | $27.6K | 0.00% | +244+72.4% | Added |
| Dynamic Wealth Strategies, LLC | 594 | $28.2K | 0.02% | +83+16.2% | Added |
| Peoples Financial Services Corp. | 600 | $28.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $28.5K | 0.01% | −729−54.9% | Reduced |
| Hickory Point Bank & Trust | 600 | $28.5K | 0.02% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 600 | $28.5K | 0.04% | 00.0% | Unchanged |
| Motco | 600 | $28.5K | 0.00% | +41+7.3% | Added |
| Ameriflex Group, Inc. | 603 | $28.7K | 0.01% | +575+2,053.6% | Added |
| Highline Wealth Partners LLC | 606 | $28.8K | 0.01% | +23+3.9% | Added |
| Operose Advisors LLC | 606 | $28.8K | 0.01% | −519−46.1% | Reduced |
| Pin Oak Investment Advisors Inc | 600 | $29.0K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 612 | $29.1K | 0.00% | +46+8.1% | Added |
| Manning & Napier Advisors LLC | 618 | $29.7K | 0.00% | −157,877−99.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 632 | $30.0K | 0.02% | −10−1.6% | Reduced |
| NBH Bank | 632 | $30.0K | 0.01% | +632 | New |
| Raffa Wealth Management, LLC | 635 | $30.2K | 0.00% | −66−9.4% | Reduced |
| SJS Investment Consulting Inc. | 655 | $31.1K | 0.00% | −1,270−66.0% | Reduced |
| Thompson Investment Management, Inc. | 675 | $32.1K | 0.00% | −150−18.2% | Reduced |
| Darwin Advisors, LLC | 676 | $32.1K | 0.01% | +2+0.3% | Added |
| Arlington Trust Co LLC | 681 | $32.4K | 0.00% | +250+58.0% | Added |
| Rational Advisors LLC | 700 | $33.3K | 0.00% | +75+12.0% | Added |
| First National Bank | 700 | $33.3K | 0.01% | +700 | New |
| Midwest Capital Advisors, LLC | 712 | $33.8K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 712 | $33.8K | 0.00% | +51+7.7% | Added |
| JPL Wealth Management, LLC | 719 | $34.2K | 0.01% | +62+9.4% | Added |
| Pacific Center for Financial Services | 720 | $34.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 720 | $34.2K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 720 | $34.2K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 724 | $34.4K | 0.00% | +110+17.9% | Added |
| Albion Financial Group | 750 | $35.6K | 0.00% | −22−2.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 750 | $35.6K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 754 | $35.8K | 0.02% | +51+7.3% | Added |
| Allied Private Wealth LLC | 754 | $36.7K | 0.02% | +754 | New |
| Align Financial, LLC | 777 | $36.9K | 0.02% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 783 | $37.2K | 0.02% | −55,513−98.6% | Reduced |
| Robinswood Financial LLC | 787 | $37.4K | 0.01% | +2+0.3% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 789 | $37.5K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 807 | $38.4K | 0.02% | +50+6.6% | Added |
| Coston, McIsaac & Partners | 836 | $39.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 827 | $39.3K | 0.02% | +441+114.2% | Added |
| Joseph Group Capital Management | 833 | $39.6K | 0.01% | +310+59.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 839 | $39.9K | 0.00% | −66−7.3% | Reduced |
| Acumen Wealth Advisors, LLC | 844 | $40.1K | 0.01% | −1−0.1% | Reduced |
| Fairscale Capital, LLC | 845 | $40.2K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 847 | $40.3K | 0.01% | +18+2.2% | Added |
| IMA Wealth, Inc. | 850 | $40.4K | 0.00% | +752+767.3% | Added |
| Edmond de Rothschild Holding S.A. | 867 | $41.2K | 0.00% | +867 | New |
| Marshall & Sterling Wealth Advisors Inc. | 870 | $41.4K | 0.02% | +3+0.3% | Added |
| Clean Yield Group | 879 | $41.8K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $42.8K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 909 | $43.2K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 917 | $43.6K | 0.03% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 928 | $44.1K | 0.03% | +3+0.3% | Added |
| Park Place Capital Corp | 945 | $44.9K | 0.01% | −7−0.7% | Reduced |
| Clark Wealth Partners | 959 | $45.6K | 0.03% | +1+0.1% | Added |
| Fourth Dimension Wealth, LLC | 968 | $46.0K | 0.01% | +68+7.6% | Added |
| Leonteq Securities AG | 969 | $46.1K | 0.00% | −704−42.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,000 | $47.5K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,007 | $47.9K | 0.07% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,013 | $48.2K | 0.01% | +3+0.3% | Added |
| SBI Securities Co., Ltd. | 1,015 | $48.2K | 0.00% | −1−0.1% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 1,020 | $48.5K | 0.04% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,022 | $48.6K | 0.02% | +3+0.3% | Added |
| Barrett & Company, Inc. | 1,046 | $49.7K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,051 | $50.0K | 0.00% | +928+754.5% | Added |
| True Wealth Design, LLC | 1,081 | $51.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,098 | $52.2K | 0.00% | −4,079−78.8% | Reduced |
| Tradewinds Capital Management, LLC | 1,140 | $54.2K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,142 | $54.3K | 0.02% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,148 | $54.6K | 0.04% | −633−35.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,160 | $55.1K | 0.00% | +1,160 | New |
| SHP Wealth Management | 1,165 | $55.4K | 0.00% | +64+5.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,189 | $56.5K | 0.02% | −79−6.2% | Reduced |
| Lavaca Capital LLC | 1,200 | $57.0K | 0.01% | 00.0% | Unchanged |