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 | 1,551 | $61.4B |
| Q3 2021 | 1,368 | $49.0B |
| Q2 2021 | 1,383 | $52.7B |
| Q1 2021 | 1,381 | $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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 4,740 | $225.3K | 0.02% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,744 | $225.5K | 0.04% | +4,744 | New |
| Legacy Wealth Advisors, LLC | 4,746 | $225.6K | 0.10% | +4,746 | New |
| Van Cleef Asset Management,Inc | 4,755 | $226.0K | 0.02% | +4,755 | New |
| Founders Grove Wealth Partners, LLC | 4,776 | $227.0K | 0.05% | +4,776 | New |
| Heritage Family Offices, LLP | 4,799 | $228.1K | 0.09% | +4,799 | New |
| Pacific Excel Wealth Advisors, Inc. | 4,799 | $228.1K | 0.09% | +4,799 | New |
| Ade, LLC | 4,800 | $228.1K | 0.10% | +4,800 | New |
| Silvia McColl Wealth Management, LLC | 4,800 | $228.1K | 0.14% | +4,800 | New |
| Guilbault Capital LLC | 4,800 | $228.1K | 0.23% | +4,800 | New |
| Kendall Capital Management | 4,804 | $228.3K | 0.04% | +4,804 | New |
| Sentinel Pension Advisors Inc | 4,516 | $229.2K | 0.03% | +4,516 | New |
| Englebert Financial Advisers, LLC | 4,823 | $229.2K | 0.23% | +4,823 | New |
| Patten & Patten Inc | 4,837 | $229.9K | 0.01% | +4,837 | New |
| Ingalls & Snyder LLC | 4,831 | $230.0K | 0.01% | −200−4.0% | Reduced |
| Sigma Investment Counselors Inc | 4,841 | $230.1K | 0.01% | +4,841 | New |
| Berger Financial Group, Inc | 4,848 | $230.4K | 0.01% | −320−6.2% | Reduced |
| Legacy Financial Strategies, LLC | 4,853 | $230.7K | 0.04% | +4,853 | New |
| PEAK6 LLC | 4,859 | $230.9K | 0.01% | +4,859 | New |
| Pointe Capital Management LLC | 4,860 | $231.0K | 0.10% | +4,860 | New |
| Plancorp, LLC | 4,669 | $231.8K | 0.01% | −83−1.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,877 | $231.8K | 0.05% | +4,877 | New |
| Ferguson Wellman Capital Management, Inc | 4,885 | $232.2K | 0.00% | +4,885 | New |
| Financial Symmetry Inc | 4,895 | $232.7K | 0.08% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,899 | $232.9K | 0.07% | +14+0.3% | Added |
| Colonial River Wealth Management, LLC | 4,908 | $233.3K | 0.07% | +7+0.1% | Added |
| Michael Brady & Co., LLC | 4,936 | $234.6K | 0.21% | −445−8.3% | Reduced |
| Verus Financial Partners, Inc. | 4,936 | $234.6K | 0.02% | 00.0% | Unchanged |
| Eddie Patel Inc | 4,937 | $234.6K | 0.14% | +4,937 | New |
| Journey Retirement Planning & Investment Management LLC | 4,938 | $234.7K | 0.18% | +4,938 | New |
| LeConte Wealth Management, LLC | 4,946 | $235.1K | 0.13% | +4,946 | New |
| Rockland Trust Co | 4,950 | $235.3K | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,950 | $235.3K | 0.01% | +4,950 | New |
| Werba Rubin Papier Wealth Management | 4,951 | $235.3K | 0.03% | +77+1.6% | Added |
| Roxbury Financial LLC | 4,960 | $235.8K | 0.19% | +8+0.2% | Added |
| Stablepoint Partners, LLC | 4,968 | $236.1K | 0.03% | 00.0% | Unchanged |
| Joule Financial, LLC | 4,971 | $236.3K | 0.06% | −2,024−28.9% | Reduced |
| Nvest Financial, LLC | 4,973 | $236.3K | 0.07% | +13+0.3% | Added |
| Vickerman Investment Advisors, Inc. | 4,974 | $236.4K | 0.05% | 00.0% | Unchanged |
| Sym Financial Corp | 4,975 | $236.5K | 0.02% | +43+0.9% | Added |
| McAdam, LLC | 4,976 | $236.5K | 0.01% | +4,976 | New |
| Five Oceans Advisors | 4,999 | $237.6K | 0.08% | −20.0% | Reduced |
| Harvey Capital Management Inc | 5,000 | $237.7K | 0.05% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 5,002 | $237.7K | 0.12% | +68+1.4% | Added |
| Fulton Breakefield Broenniman LLC | 5,013 | $238.3K | 0.01% | +5,013 | New |
| Key Financial Inc | 5,025 | $238.8K | 0.04% | −60−1.2% | Reduced |
| First Heartland Consultants, Inc. | 5,025 | $238.8K | 0.02% | −6−0.1% | Reduced |
| Chapman Financial Group, LLC | 5,042 | $239.6K | 0.16% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 5,045 | $239.8K | 0.03% | −69−1.3% | Reduced |
| Onefund, LLC | 5,065 | $240.7K | 0.14% | −54−1.1% | Reduced |
| Widmann Financial Services, Inc. | 5,066 | $240.8K | 0.13% | +10.0% | Added |
| Sound Income Strategies, LLC | 5,075 | $241.2K | 0.01% | −995−16.4% | Reduced |
| Xxi Wealth, LLC | 5,082 | $241.5K | 0.11% | +5,082 | New |
| Kirkwood Financial Services | 5,095 | $242.2K | 0.07% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,104 | $242.6K | 0.01% | +203+4.1% | Added |
| JT Stratford LLC | 5,106 | $242.7K | 0.03% | +154+3.1% | Added |
| A4 Wealth Advisors LLC | 5,120 | $243.4K | 0.16% | −1,660−24.5% | Reduced |
| Turning Point Benefit Group, Inc. | 5,122 | $243.8K | 0.10% | +148+3.0% | Added |
| Northwest Wealth Management, LLC | 5,154 | $245.0K | 0.03% | −35−0.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 5,166 | $245.5K | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,218 | $248.0K | 0.04% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 5,221 | $248.2K | 0.15% | 00.0% | Unchanged |
| Capula Management Ltd | 5,224 | $248.3K | 0.00% | +5,224 | New |
| Welch Group, LLC | 5,226 | $248.4K | 0.01% | +5,226 | New |
| Sollinda Capital Management LLC | 5,227 | $248.5K | 0.05% | +5,227 | New |
| Base Wealth Management LLC | 5,234 | $248.8K | 0.12% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 5,250 | $249.5K | 0.06% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 5,267 | $250.4K | 0.01% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 5,269 | $250.4K | 0.04% | −9−0.2% | Reduced |
| Investment Advisory Services Inc | 5,272 | $250.6K | 0.07% | +5,272 | New |
| Natural Investments, LLC | 5,290 | $251.0K | 0.06% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,282 | $251.1K | 0.01% | −1,137−17.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 5,283 | $251.1K | 0.00% | −313,786−98.3% | Reduced |
| CenterBook Partners LP | 5,290 | $251.4K | 0.01% | +158+3.1% | Added |
| Armis Advisers, LLC | 5,167 | $252.2K | 0.02% | +340+7.0% | Added |
| Barr E S & Co | 5,307 | $252.2K | 0.01% | −700−11.7% | Reduced |
| Strive Financial Group ,LLC | 5,316 | $252.7K | 0.11% | +15+0.3% | Added |
| S&CO Inc | 5,400 | $256.0K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 5,380 | $256.1K | 0.01% | +50+0.9% | Added |
| Thayer Partners, LLC | 5,417 | $257.5K | 0.11% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 5,424 | $257.8K | 0.05% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 5,428 | $258.0K | 0.07% | −3,024−35.8% | Reduced |
| AlphaGrep UK Ltd | 5,465 | $259.8K | 0.08% | −6,296−53.5% | Reduced |
| White Pine Capital LLC | 5,492 | $261.0K | 0.06% | 00.0% | Unchanged |
| ESG Planning | 5,499 | $261.4K | 0.09% | +16+0.3% | Added |
| Capital Square, LLC | 5,297 | $261.7K | 0.12% | +5+0.1% | Added |
| One Wealth Capital Management, LLC | 5,508 | $261.8K | 0.07% | +5,508 | New |
| nVerses Capital, LLC | 5,509 | $261.8K | 0.40% | +5,509 | New |
| Gamco Investors, Inc. Et Al | 5,512 | $262.0K | 0.00% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 5,518 | $262.3K | 0.02% | +177+3.3% | Added |
| Cambient Family Office, LLC | 5,519 | $262.3K | 0.03% | +165+3.1% | Added |
| Income Insurance Ltd | 5,530 | $262.8K | 0.16% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 5,534 | $263.0K | 0.11% | +5,534 | New |
| KPP Advisory Services LLC | 5,571 | $264.8K | 0.03% | −25−0.4% | Reduced |
| 180 Wealth Advisors, LLC | 5,573 | $264.9K | 0.03% | −248−4.3% | Reduced |
| Wallace Advisory Group, LLC | 5,591 | $265.7K | 0.25% | −100−1.8% | Reduced |
| Pine Haven Investment Counsel, Inc | 5,600 | $266.2K | 0.18% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 5,601 | $266.2K | 0.04% | +46+0.8% | Added |
| Mindset Wealth Management, LLC | 5,612 | $266.7K | 0.05% | −7,800−58.2% | Reduced |
| Palacios Wealth Management, LLC | 5,631 | $267.6K | 0.16% | −648−10.3% | Reduced |