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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 3,288 | $156.3K | 0.00% | +3,288 | New |
| Vision Financial Markets LLC | 3,400 | $161.6K | 0.14% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3,432 | $163.2K | 0.14% | +9+0.3% | Added |
| Basepoint Wealth LLC | 3,450 | $164.0K | 0.09% | −297−7.9% | Reduced |
| Financial Management Professionals, Inc. | 3,456 | $164.3K | 0.02% | +16+0.5% | Added |
| Dunhill Financial, LLC | 3,534 | $168.0K | 0.03% | −13−0.4% | Reduced |
| ZRC Wealth Management, LLC | 3,549 | $168.7K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 3,580 | $170.2K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3,520 | $170.8K | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,594 | $170.8K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 3,600 | $171.1K | 0.03% | +3,600 | New |
| Strategic Investment Solutions, Inc. | 3,636 | $172.8K | 0.04% | −989−21.4% | Reduced |
| TD Capital Management LLC | 3,645 | $173.2K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,684 | $175.1K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 3,744 | $178.0K | 0.07% | +3,744 | New |
| J.Safra Asset Management Corp | 3,745 | $178.0K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 3,800 | $180.6K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,817 | $181.4K | 0.10% | −76−2.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,850 | $183.0K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,977 | $189.0K | 0.04% | +116+3.0% | Added |
| Signature Equity Partners, LLC | 3,984 | $189.4K | 0.09% | +289+7.8% | Added |
| Golden State Wealth Management, LLC | 4,072 | $193.6K | 0.02% | +430+11.8% | Added |
| Chelsea Counsel Co | 4,100 | $194.9K | 0.08% | 00.0% | Unchanged |
| McMillan Office, Inc. | 4,200 | $199.6K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,221 | $200.6K | 0.01% | +4,221 | New |
| Amplius Wealth Advisors, LLC | 4,222 | $200.7K | 0.01% | +4,222 | New |
| COFG Advisors, LLC | 4,249 | $201.9K | 0.03% | +4,249 | New |
| Dynamic Technology Lab Private Ltd | 4,257 | $202.0K | 0.05% | −21,962−83.8% | Reduced |
| Horst & Graben Wealth Management LLC | 4,180 | $202.0K | 0.03% | +4,180 | New |
| Slocum, Gordon & Co LLP | 4,250 | $202.0K | 0.13% | +4,250 | New |
| Longboard Asset Management, LP | 4,270 | $203.0K | 3.40% | +4,270 | New |
| Carr Financial Group Corp | 4,274 | $203.2K | 0.05% | +4,274 | New |
| Stiles Financial Services Inc | 4,280 | $203.4K | 0.05% | +4,280 | New |
| True North Advisors, LLC | 4,285 | $203.7K | 0.02% | +4,285 | New |
| SeaCrest Wealth Management, LLC | 4,290 | $203.9K | 0.02% | −1,663−27.9% | Reduced |
| Westhampton Capital, LLC | 4,300 | $204.4K | 0.08% | +4,300 | New |
| Atlas Wealth LLC | 4,314 | $205.0K | 0.03% | +4,314 | New |
| Atlas Capital Advisors LLC | 4,318 | $205.2K | 0.02% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 4,320 | $205.3K | 0.02% | +4,320 | New |
| United Bank | 4,326 | $205.6K | 0.02% | +4,326 | New |
| Stronghold Wealth Management L.L.C. | 4,330 | $205.8K | 0.28% | −648−13.0% | Reduced |
| Covenant Asset Management, LLC | 4,342 | $206.4K | 0.04% | +4,342 | New |
| Colonial Trust Advisors | 4,356 | $207.0K | 0.01% | +375+9.4% | Added |
| International Assets Investment Management, LLC | 4,294 | $207.5K | 0.01% | +4,294 | New |
| 1015 Capital Partners, LLC | 4,375 | $207.9K | 0.17% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 4,382 | $208.3K | 0.04% | +4,382 | New |
| Excalibur Management Corp | 4,386 | $208.5K | 0.07% | +4,386 | New |
| Jim Saulnier & Associates, LLC | 4,392 | $208.8K | 0.08% | +4,392 | New |
| Argus Investors' Counsel, Inc. | 4,397 | $209.0K | 0.16% | +4,397 | New |
| Guidance Capital, Inc | 4,111 | $209.2K | 0.04% | +4,111 | New |
| Bond & Devick Financial Network, Inc. | 4,405 | $209.4K | 0.05% | +4,405 | New |
| CogentBlue Wealth Advisors, LLC | 4,415 | $209.8K | 0.12% | +4,415 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,425 | $210.3K | 0.01% | +4,425 | New |
| Smithbridge Asset Management Inc | 4,427 | $210.4K | 0.03% | −9,000−67.0% | Reduced |
| Thompson David Blair | 4,428 | $210.5K | 0.11% | −518−10.5% | Reduced |
| TRB Wealth Management, LLC | 4,439 | $211.0K | 0.03% | +4,439 | New |
| Smith, Moore & Co. | 4,445 | $211.3K | 0.01% | +4,445 | New |
| Clark Asset Management, LLC | 4,447 | $211.4K | 0.02% | +4,447 | New |
| REAP Financial Group, LLC | 4,451 | $211.5K | 0.04% | +1,032+30.2% | Added |
| Zinnia Wealth Advisory, LLC | 4,466 | $212.3K | 0.22% | +4,466 | New |
| Clark & Stuart, Inc | 4,470 | $212.5K | 0.13% | +4,470 | New |
| Texas Capital Bank Wealth Management Services Inc | 4,474 | $212.6K | 0.01% | +4,474 | New |
| Madison Asset Management, LLC | 4,475 | $212.7K | 0.00% | −1,713−27.7% | Reduced |
| Sippican Capital Advisors | 4,475 | $212.7K | 0.13% | +4,475 | New |
| Cromwell Holdings LLC | 4,487 | $213.3K | 0.10% | +1,077+31.6% | Added |
| Adviser Investments LLC | 4,491 | $213.5K | 0.00% | +4,491 | New |
| Corps Capital Advisors, LLC | 4,500 | $213.9K | 0.17% | +4,500 | New |
| Total Wealth Planning & Management, Inc. | 4,500 | $213.9K | 0.16% | +4,500 | New |
| OceanIQ Capital, LLC | 4,285 | $214.0K | 0.13% | +4,285 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 4,506 | $214.2K | 0.10% | +4,506 | New |
| Kooman & Associates | 4,508 | $214.3K | 0.06% | +4,508 | New |
| Somerset Trust Co | 4,523 | $215.0K | 0.06% | +4,523 | New |
| Tradition Wealth Management, LLC | 4,525 | $215.1K | 0.01% | +4,525 | New |
| Ridgecrest Wealth Partners, LLC | 4,531 | $215.4K | 0.10% | +4,531 | New |
| Owen LaRue, LLC | 4,543 | $215.9K | 0.08% | +4,543 | New |
| Souders Financial Advisors | 4,567 | $217.1K | 0.02% | +4,567 | New |
| Red Door Wealth Management, LLC | 4,577 | $217.6K | 0.02% | −1,209−20.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,590 | $218.2K | 0.06% | +4,590 | New |
| Bayforest Capital Ltd | 4,590 | $218.2K | 0.20% | +4,590 | New |
| Towercrest Capital Management | 4,600 | $218.6K | 0.03% | +4,600 | New |
| Sage Private Wealth Group, LLC | 4,604 | $218.8K | 0.10% | −885−16.1% | Reduced |
| BSW Wealth Partners | 4,606 | $218.9K | 0.02% | +4,606 | New |
| Z3 Capital Partners, LLC | 4,615 | $219.4K | 0.05% | +4,615 | New |
| Capital International Investors | 4,576 | $219.7K | 0.00% | +4,576 | New |
| GLR Partners, LLC | 4,635 | $220.3K | 0.10% | +4,635 | New |
| Coquina Private Wealth LLC | 4,652 | $221.1K | 0.15% | +4,652 | New |
| Unique Wealth, LLC | 4,664 | $221.7K | 0.03% | +4,664 | New |
| GK Wealth Management LLC | 4,673 | $222.1K | 0.13% | +4,673 | New |
| Fiduciary Alliance LLC | 4,681 | $222.5K | 0.02% | +4,681 | New |
| DWM Financial Group, Inc. | 6,146 | $222.8K | 0.20% | +6,146 | New |
| DB&C Advisors, LLC | 4,688 | $222.8K | 0.24% | +4,688 | New |
| Family Office Research LLC | 4,688 | $222.8K | 0.08% | +4,688 | New |
| Grandview Asset Management LLC | 4,689 | $222.9K | 0.06% | −197−4.0% | Reduced |
| Wills Financial Group LLC | 4,693 | $223.0K | 0.08% | +14+0.3% | Added |
| Integrity Financial Corp | 4,694 | $223.1K | 0.11% | +4,694 | New |
| Old Point Trust & Financial Services N A | 4,700 | $223.4K | 0.07% | −1,000−17.5% | Reduced |
| Aldebaran Financial Inc. | 4,700 | $223.4K | 0.18% | +4,700 | New |
| Valley Brook Capital Group | 4,700 | $223.4K | 0.13% | +4,700 | New |
| Spreng Capital Management, Inc. | 4,714 | $224.1K | 0.08% | +4,714 | New |
| Storen Legacy Partners, LLC | 4,727 | $224.7K | 0.06% | +4,727 | New |