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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 5,657 | $268.9K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,661 | $269.1K | 0.03% | −613−9.8% | Reduced |
| Segment Wealth Management, LLC | 5,664 | $269.2K | 0.01% | −160−2.7% | Reduced |
| Eagle Strategies LLC | 5,677 | $269.9K | 0.03% | +5,677 | New |
| Paragon Private Wealth Management, LLC | 5,694 | $270.6K | 0.07% | +5,694 | New |
| Carderock Capital Management Inc | 5,700 | $270.9K | 0.06% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 5,408 | $271.0K | 0.20% | −269−4.7% | Reduced |
| Wealth Management Nebraska | 5,706 | $271.2K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 5,730 | $272.3K | 0.03% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,756 | $273.6K | 0.01% | −78−1.3% | Reduced |
| Roan Capital Partners | 5,770 | $274.2K | 0.23% | +68+1.2% | Added |
| One Charles Private Wealth Services, LLC | 5,771 | $274.3K | 0.06% | +69+1.2% | Added |
| Claret Asset Management Corp | 5,794 | $275.0K | 0.03% | −2,254−28.0% | Reduced |
| Caliber Wealth Management, LLC | 5,790 | $275.2K | 0.03% | +5,790 | New |
| Invera Wealth Advisors, LLC | 5,803 | $275.8K | 0.15% | +5,803 | New |
| Curran Financial Partners, LLC | 5,820 | $276.6K | 0.04% | −177−3.0% | Reduced |
| Atlas Brown,Inc. | 5,828 | $277.0K | 0.07% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 5,846 | $277.8K | 0.08% | −7−0.1% | Reduced |
| Weiss Asset Management LP | 5,861 | $278.6K | 0.00% | +5,861 | New |
| Little House Capital LLC | 5,872 | $279.1K | 0.06% | 00.0% | Unchanged |
| Holistic Planning, LLC | 5,900 | $280.4K | 0.04% | +37+0.6% | Added |
| Range Advisory, LLC | 5,918 | $281.3K | 0.03% | +5,918 | New |
| M.E. Allison & Co., Inc. | 5,933 | $282.0K | 0.16% | −826−12.2% | Reduced |
| Quent Capital, LLC | 5,952 | $282.9K | 0.02% | +79+1.3% | Added |
| HBW Advisory Services LLC | 5,954 | $283.0K | 0.03% | −33−0.6% | Reduced |
| Wexford Capital LP | 5,984 | $284.4K | 0.04% | +212+3.7% | Added |
| Emerald Advisors, LLC | 5,990 | $284.7K | 0.04% | −45−0.7% | Reduced |
| Montgomery Investment Management Inc | 6,000 | $285.2K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 6,000 | $285.2K | 0.03% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,005 | $285.4K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6,017 | $286.0K | 0.01% | +1,016+20.3% | Added |
| Braun-Bostich & Associates Inc. | 6,028 | $286.5K | 0.16% | −41−0.7% | Reduced |
| Riverview Trust Co | 6,036 | $286.9K | 0.34% | −300−4.7% | Reduced |
| Roberts Glore & Co Inc | 6,042 | $287.2K | 0.07% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 6,050 | $287.6K | 0.03% | +6,050 | New |
| Baron Wealth Management LLC | 6,060 | $288.0K | 0.07% | −703−10.4% | Reduced |
| Finward Bancorp | 6,072 | $288.6K | 0.22% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 6,086 | $289.3K | 0.01% | +167+2.8% | Added |
| WealthPoint Financial, LLC | 6,092 | $289.6K | 0.21% | −242−3.8% | Reduced |
| Spinnaker Investment Group, LLC | 6,093 | $289.6K | 0.05% | +671+12.4% | Added |
| Meadow Creek Wealth Advisors LLC | 6,109 | $290.4K | 0.18% | +6,109 | New |
| Main Street Financial Solutions, LLC | 6,115 | $290.6K | 0.02% | +540+9.7% | Added |
| Massmutual Trust Co FSB | 6,118 | $290.8K | 0.01% | −19−0.3% | Reduced |
| Heritage Trust Co | 6,124 | $291.1K | 0.03% | −111−1.8% | Reduced |
| Verdence Capital Advisors LLC | 6,124 | $291.1K | 0.02% | −2,675−30.4% | Reduced |
| IFG Advisors, LLC | 6,126 | $291.2K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,141 | $291.9K | 0.01% | +115+1.9% | Added |
| Fortress Private Ledger, LLC | 6,141 | $291.9K | 0.08% | −241−3.8% | Reduced |
| Johnson Financial Group, LLC | 6,145 | $292.1K | 0.02% | +6,145 | New |
| Peak Retirement Planning, Inc. | 6,180 | $293.7K | 0.05% | +6,180 | New |
| Allen Capital Group, LLC | 6,184 | $293.9K | 0.02% | +331+5.7% | Added |
| FC Advisory LLC | 6,191 | $294.3K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,193 | $294.4K | 0.05% | +231+3.9% | Added |
| Root Financial Partners, LLC | 6,194 | $294.4K | 0.01% | +1,025+19.8% | Added |
| Stirlingshire Investments, Inc. | 6,225 | $295.9K | 0.22% | +6,225 | New |
| BCS Wealth Management | 6,240 | $296.6K | 0.05% | −178−2.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 6,246 | $296.9K | 0.10% | −526−7.8% | Reduced |
| Boyd Watterson Asset Management LLC | 6,278 | $298.4K | 0.08% | −373−5.6% | Reduced |
| Allred Capital Management, LLC | 6,286 | $298.8K | 0.10% | −34−0.5% | Reduced |
| Biltmore Family Office, LLC | 6,293 | $299.1K | 0.04% | +179+2.9% | Added |
| Country Trust Bank | 6,300 | $299.4K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $300.0K | 0.12% | 00.0% | Unchanged |
| Keel Point, LLC | 6,316 | $300.2K | 0.02% | +6,316 | New |
| American Institute for Advanced Investment Management, LLP | 6,320 | $300.4K | 0.17% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $300.6K | 0.02% | −22−0.3% | Reduced |
| Haverford Trust Co | 6,329 | $300.8K | 0.00% | −485−7.1% | Reduced |
| Baker Avenue Asset Management, LP | 6,351 | $301.9K | 0.01% | +334+5.6% | Added |
| Ashton Thomas Private Wealth, LLC | 6,357 | $302.1K | 0.01% | +1,195+23.1% | Added |
| Trust Co of Toledo NA | 6,360 | $302.3K | 0.03% | −147−2.3% | Reduced |
| CVA Family Office, LLC | 6,372 | $302.8K | 0.03% | +139+2.2% | Added |
| Keebeck Wealth Management, LLC | 6,398 | $304.1K | 0.03% | +6,398 | New |
| Summit Wealth Group LLC | 6,401 | $304.3K | 0.03% | +569+9.8% | Added |
| Fundamentun, LLC | 6,412 | $304.8K | 0.01% | −144−2.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 6,434 | $305.8K | 0.11% | +30.0% | Added |
| Quantum Financial Advisors, LLC | 6,436 | $305.9K | 0.03% | +18+0.3% | Added |
| Fusion Capital, LLC | 6,444 | $306.3K | 0.07% | +5+0.1% | Added |
| Venturi Wealth Management, LLC | 6,451 | $306.6K | 0.01% | −1,197−15.7% | Reduced |
| Lakeridge Wealth Management LLC | 6,483 | $308.1K | 0.11% | +64+1.0% | Added |
| SmartHarvest Portfolios, LLC | 6,501 | $309.0K | 0.10% | +448+7.4% | Added |
| Front Row Advisors LLC | 6,240 | $311.6K | 0.09% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 6,570 | $312.3K | 0.10% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 6,570 | $312.3K | 0.01% | +110+1.7% | Added |
| Norris Perne & French LLP | 6,571 | $312.3K | 0.01% | +21+0.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,580 | $312.7K | 0.05% | +27+0.4% | Added |
| Polaris Investment Advisors, LLC | 6,624 | $314.8K | 0.20% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,638 | $315.5K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,644 | $315.8K | 0.01% | +49+0.7% | Added |
| Havemeyer Place LP | 6,650 | $316.1K | 0.03% | +6,650 | New |
| McElhenny Sheffield Capital Management, LLC | 6,670 | $317.0K | 0.08% | −30.0% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $318.5K | 0.01% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 6,703 | $318.6K | 0.17% | 00.0% | Unchanged |
| StoneX Group Inc. | 6,718 | $319.3K | 0.01% | −102−1.5% | Reduced |
| Middleton & Co Inc | 6,775 | $322.0K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 6,780 | $322.3K | 0.02% | 00.0% | Unchanged |
| Farmers National Bank | 6,805 | $323.4K | 0.07% | −489−6.7% | Reduced |
| Circle Wealth Management, LLC | 6,812 | $323.8K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,821 | $324.2K | 0.02% | +14+0.2% | Added |
| ArrowMark Colorado Holdings LLC | 6,853 | $325.7K | 0.01% | −87−1.3% | Reduced |
| Warburton Capital Management, LLC | 6,868 | $326.0K | 0.13% | +54+0.8% | Added |
| GTS Securities LLC | 6,878 | $326.9K | 0.01% | −6,903−50.1% | Reduced |