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
- $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 | $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 |
|---|---|---|---|---|---|
| Security National Bank of Sioux City Iowa | 1,227 | $58.3K | 0.02% | +1,227 | New |
| Millstone Evans Group, LLC | 1,239 | $58.9K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,280 | $60.8K | 0.06% | +14+1.1% | Added |
| Southern Michigan Bank & Trust | 1,371 | $65.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,382 | $65.7K | 0.02% | −105−7.1% | Reduced |
| Godsey & Gibb Associates | 1,388 | $66.0K | 0.01% | −300−17.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,420 | $67.5K | 0.21% | −3,321−70.0% | Reduced |
| American National Bank | 1,448 | $68.8K | 0.01% | +247+20.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $71.0K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 1,500 | $71.3K | 0.06% | +4+0.3% | Added |
| Orion Capital Management LLC | 1,527 | $72.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,538 | $73.1K | 0.01% | +38+2.5% | Added |
| Proffitt & Goodson Inc | 1,557 | $74.0K | 0.01% | −1,084−41.0% | Reduced |
| Compass Financial Management LLC | 1,526 | $75.0K | 0.01% | +1,526 | New |
| JFS Wealth Advisors, LLC | 1,595 | $75.8K | 0.00% | +94+6.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,620 | $77.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,626 | $77.3K | 0.01% | +5+0.3% | Added |
| Owl Creek Wealth Partners LLC | 1,628 | $77.4K | 0.02% | +40+2.5% | Added |
| Hallmark Capital Management Inc | 1,650 | $78.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,652 | $78.5K | 0.01% | +52+3.3% | Added |
| Strategic Wealth Advisors LLC | 2,190 | $79.0K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,683 | $80.0K | 0.01% | +100+6.3% | Added |
| Clear Street Markets LLC | 1,684 | $80.0K | 0.02% | +1,684 | New |
| Bullock Wealth Management Group | 1,659 | $80.2K | 0.03% | +2+0.1% | Added |
| Financial Perspectives, Inc | 1,709 | $81.2K | 0.02% | +4+0.2% | Added |
| Acima Private Wealth, LLC | 1,800 | $85.6K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 1,800 | $85.6K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,811 | $86.1K | 0.01% | +71+4.1% | Added |
| Community Financial Services Group, LLC | 1,800 | $87.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,901 | $90.4K | 0.03% | +385+25.4% | Added |
| Logan Capital Management Inc | 1,925 | $91.5K | 0.00% | +1,925 | New |
| Kentucky Trust Co | 1,945 | $92.4K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $92.7K | 0.02% | 00.0% | Unchanged |
| Burnham & Co LLC | 1,950 | $92.7K | 0.07% | +1,950 | New |
| Fortitude Family Office, LLC | 1,968 | $93.5K | 0.02% | +567+40.5% | Added |
| Bank of New Hampshire | 2,000 | $95.1K | 0.02% | +2,000 | New |
| Bruce G. Allen Investments, LLC | 2,020 | $96.0K | 0.06% | +36+1.8% | Added |
| Cape Investment Advisory, Inc. | 2,034 | $96.7K | 0.03% | +2,034 | New |
| DHJJ Financial Advisors, Ltd. | 2,041 | $97.0K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,043 | $97.1K | 0.02% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,935 | $98.0K | 0.02% | +1,848+2,124.1% | Added |
| Trust Co | 2,080 | $98.9K | 0.01% | +90+4.5% | Added |
| Provenance Wealth Advisors, LLC | 2,096 | $99.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,097 | $99.7K | 0.01% | +217+11.5% | Added |
| Trifecta Capital Advisors, LLC | 2,106 | $100.1K | 0.01% | +6+0.3% | Added |
| Corsicana & Co. | 2,148 | $102.1K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,150 | $102.2K | 0.05% | +850+65.4% | Added |
| Northstar Asset Management LLC | 1,940 | $103.3K | 0.02% | +1,940 | New |
| Main Street Group, LTD | 2,193 | $104.2K | 0.02% | +5+0.2% | Added |
| Silvant Capital Management LLC | 2,199 | $104.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,206 | $104.9K | 0.01% | +2,206 | New |
| Strategic Investment Advisors | 2,222 | $105.6K | 0.01% | −287−11.4% | Reduced |
| MB, Levis & Associates, LLC | 2,252 | $107.1K | 0.04% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 2,286 | $108.7K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,284 | $109.0K | 0.00% | −17−0.7% | Reduced |
| Beacon Financial Strategies CORP | 2,298 | $109.2K | 0.05% | 00.0% | Unchanged |
| Sankala Group LLC | 2,188 | $110.1K | 0.07% | +7+0.3% | Added |
| Axiom Investment Management LLC | 2,340 | $111.2K | 0.07% | −360−13.3% | Reduced |
| Cornerstone Planning Group LLC | 2,231 | $111.4K | 0.01% | −120−5.1% | Reduced |
| Guardian Partners Inc. | 2,355 | $111.9K | 0.01% | +2,355 | New |
| Kingdom Financial Group LLC. | 2,364 | $112.4K | 0.03% | +201+9.3% | Added |
| Salomon & Ludwin, LLC | 2,341 | $113.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,395 | $113.8K | 0.01% | −1,212−33.6% | Reduced |
| Avion Wealth | 2,434 | $115.0K | 0.02% | +245+11.2% | Added |
| Silver Grove Financial Group, Inc. | 2,420 | $115.0K | 0.06% | +2,420 | New |
| Action Point Financial Planning, LLC | 2,471 | $117.4K | 0.01% | +2,471 | New |
| Tacita Capital Inc | 2,490 | $118.3K | 0.06% | 00.0% | Unchanged |
| Gs Investments, Inc. | 2,500 | $118.8K | 0.09% | −200−7.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,530 | $120.3K | 0.03% | +450+21.6% | Added |
| Kerr Financial Planning Corp | 2,538 | $120.6K | 0.13% | +10.0% | Added |
| Transamerica Financial Advisors, Inc. | 2,557 | $121.6K | 0.01% | −923−26.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,617 | $124.4K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,630 | $125.0K | 0.04% | +871+49.5% | Added |
| Glen Eagle Advisors, LLC | 2,630 | $125.0K | 0.02% | +25+1.0% | Added |
| Alerus Financial NA | 2,655 | $126.2K | 0.01% | +201+8.2% | Added |
| Capital Advisors, Ltd. LLC | 2,676 | $127.0K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 2,698 | $128.2K | 0.01% | +2,698 | New |
| Providence Capital Advisors, LLC | 2,700 | $128.3K | 0.02% | +2,700 | New |
| TFC Financial Management | 2,733 | $129.9K | 0.01% | +300+12.3% | Added |
| Gleason Group, Inc. | 2,772 | $131.8K | 0.01% | +116+4.4% | Added |
| Versant Capital Management, Inc | 2,801 | $133.1K | 0.01% | −277−9.0% | Reduced |
| Atlantic Trust, LLC | 2,842 | $135.1K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,850 | $135.5K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 2,913 | $138.4K | 0.03% | +2,913 | New |
| Keating Financial Advisory Services, Inc. | 2,920 | $138.8K | 0.02% | +613+26.6% | Added |
| Pinney & Scofield, Inc. | 2,925 | $139.0K | 0.07% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 2,685 | $139.1K | 0.05% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,979 | $141.6K | 0.01% | +3+0.1% | Added |
| Kimelman & Baird, LLC | 3,000 | $142.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 143,248 | $143.2K | 0.02% | +31,334+28.0% | Added |
| Fortis Group Advisors, LLC | 3,015 | $143.3K | 0.02% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 3,032 | $144.1K | 0.02% | −968−24.2% | Reduced |
| CDKV Holdings LLC | 3,067 | $145.8K | 0.11% | 00.0% | Unchanged |
| MidFirst Bank | 3,087 | $146.7K | 0.01% | +40+1.3% | Added |
| Washington Trust Advisors, Inc. | 3,142 | $149.3K | 0.01% | +211+7.2% | Added |
| Paladin Advisory Group, LLC | 3,162 | $150.3K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 3,167 | $150.5K | 0.00% | +17+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 3,216 | $152.9K | 0.01% | +39+1.2% | Added |
| Markowski Investments | 3,217 | $152.9K | 0.03% | +3,217 | New |
| Vanguard National Trust Co | 3,232 | $153.6K | 0.01% | 00.0% | Unchanged |