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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 6,892 | $327.6K | 0.07% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6,897 | $327.8K | 0.03% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,910 | $328.4K | 0.11% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,912 | $328.5K | 0.02% | +610+9.7% | Added |
| Novem Group | 6,922 | $329.0K | 0.03% | +228+3.4% | Added |
| Concord Wealth Partners | 6,936 | $329.7K | 0.04% | −10.0% | Reduced |
| KCM Investment Advisors LLC | 6,949 | $330.3K | 0.01% | −160−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 6,950 | $330.3K | 0.01% | −100−1.4% | Reduced |
| Garner Asset Management Corp | 6,972 | $331.4K | 0.11% | −862−11.0% | Reduced |
| Summit Asset Management, LLC | 7,008 | $333.1K | 0.04% | +10+0.1% | Added |
| BIP Wealth, LLC | 7,032 | $334.2K | 0.01% | +1,668+31.1% | Added |
| LRI Investments, LLC | 7,040 | $334.6K | 0.03% | −3,221−31.4% | Reduced |
| Calton & Associates, Inc. | 7,044 | $334.8K | 0.05% | +364+5.4% | Added |
| Cooper Financial Group | 7,047 | $334.9K | 0.03% | −387−5.2% | Reduced |
| Oxford Financial Group Ltd | 7,072 | $336.1K | 0.02% | 00.0% | Unchanged |
| Asset Planning,Inc | 7,078 | $336.4K | 0.22% | −496−6.5% | Reduced |
| Meritas Wealth Management, LLC | 7,140 | $339.4K | 0.13% | −541−7.0% | Reduced |
| Optivise Advisory Services LLC | 7,142 | $339.4K | 0.17% | +730+11.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 7,144 | $339.6K | 0.01% | +79+1.1% | Added |
| Salem Investment Counselors Inc | 7,154 | $340.0K | 0.01% | 00.0% | Unchanged |
| Moneywise, Inc. | 7,169 | $340.8K | 0.13% | +651+10.0% | Added |
| Rock Point Advisors, LLC | 7,200 | $342.2K | 0.08% | 00.0% | Unchanged |
| Cache Advisors, LLC | 7,200 | $342.2K | 0.03% | 00.0% | Unchanged |
| Everpar Advisors LLC | 7,233 | $343.8K | 0.10% | +212+3.0% | Added |
| Gradient Investments LLC | 7,236 | $343.9K | 0.00% | +4+0.1% | Added |
| Buckingham Strategic Partners | 7,249 | $344.6K | 0.00% | +7,249 | New |
| West Branch Capital LLC | 7,252 | $344.7K | 0.08% | −279−3.7% | Reduced |
| Cornerstone Management, Inc. | 7,262 | $345.2K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,268 | $345.4K | 0.03% | +7,268 | New |
| BNC Wealth Management, LLC | 7,284 | $346.2K | 0.08% | 00.0% | Unchanged |
| Napier Financial, LLC | 7,290 | $346.5K | 0.07% | −4−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 7,350 | $349.4K | 0.07% | −383−5.0% | Reduced |
| Innovative Asset Advisors Group, LLC | 7,357 | $349.7K | 0.15% | −64−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 7,358 | $349.7K | 0.02% | −54−0.7% | Reduced |
| Lee-Kelleher Wealth Management | 7,363 | $350.0K | 0.18% | +163+2.3% | Added |
| Wealth Effects LLC | 7,367 | $350.2K | 0.09% | +10.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 7,373 | $350.4K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,404 | $351.9K | 0.13% | +7+0.1% | Added |
| Valley National Advisers Inc | 7,409 | $352.2K | 0.04% | −167−2.2% | Reduced |
| 55 North Private Wealth, LLC | 7,427 | $353.0K | 0.07% | +757+11.3% | Added |
| CM Wealth Advisors LLC | 7,434 | $353.3K | 0.06% | −3,366−31.2% | Reduced |
| Resolute Wealth Strategies, LLC | 7,434 | $353.3K | 0.14% | +9+0.1% | Added |
| First Financial Bank - Trust Division | 7,458 | $354.5K | 0.03% | 00.0% | Unchanged |
| Collective Family Office LLC | 7,475 | $355.3K | 0.07% | −852−10.2% | Reduced |
| Berkshire Asset Management LLC | 7,476 | $355.3K | 0.01% | +46+0.6% | Added |
| Norway Savings Bank | 7,500 | $356.5K | 0.15% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 7,513 | $357.1K | 0.11% | +633+9.2% | Added |
| HCR Wealth Advisors | 7,532 | $358.0K | 0.03% | +39+0.5% | Added |
| Hohimer Wealth Management, LLC | 7,541 | $358.4K | 0.04% | +39+0.5% | Added |
| Syverson Strege & Co | 7,548 | $358.8K | 0.08% | −86−1.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,556 | $359.1K | 0.08% | +1,727+29.6% | Added |
| Auxier Asset Management | 7,566 | $359.6K | 0.05% | 00.0% | Unchanged |
| Community Trust & Investment Co | 7,596 | $361.0K | 0.02% | 00.0% | Unchanged |
| Arjuna Capital | 7,604 | $361.4K | 0.08% | −10,811−58.7% | Reduced |
| Defiance ETFs, LLC | 7,502 | $362.6K | 0.01% | +1,368+22.3% | Added |
| Red Wave Investments LLC | 7,633 | $362.8K | 0.09% | −452−5.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,638 | $363.1K | 0.02% | +431+6.0% | Added |
| Twinbeech Capital LP | 7,648 | $363.5K | 0.07% | +7,648 | New |
| Sentinus, LLC | 7,649 | $363.6K | 0.03% | +67+0.9% | Added |
| B&L Asset Management LLC | 7,650 | $363.6K | 0.13% | 00.0% | Unchanged |
| Vantus Wealth LLC | 7,651 | $363.7K | 0.19% | +7,651 | New |
| Cornerstone Select Advisors, LLC | 7,660 | $364.1K | 0.15% | +1,795+30.6% | Added |
| Veratis Advisors, Inc. | 7,662 | $364.2K | 0.26% | +7,662 | New |
| ARS Investment Partners, LLC | 7,686 | $365.3K | 0.02% | +1,686+28.1% | Added |
| Verum Partners LLC | 7,695 | $365.7K | 0.06% | +138+1.8% | Added |
| BankChampaign, National Association | 7,704 | $366.2K | 0.28% | +464+6.4% | Added |
| Capstone Financial Advisors, Inc. | 7,706 | $366.3K | 0.02% | +92+1.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 7,713 | $366.6K | 0.04% | +10.0% | Added |
| Private Wealth Asset Management, LLC | 7,713 | $366.6K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7,727 | $367.3K | 0.05% | +7,096+1,124.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,733 | $367.5K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,741 | $368.0K | 0.01% | −168−2.1% | Reduced |
| Federated Hermes, Inc. | 7,766 | $369.1K | 0.00% | −31−0.4% | Reduced |
| Osmosis Investment Management UK Ltd | 7,775 | $369.5K | 0.02% | +446+6.1% | Added |
| Cornerstone Wealth Group, LLC | 7,791 | $370.3K | 0.02% | +429+5.8% | Added |
| Integral Investment Advisors, Inc. | 7,800 | $370.7K | 0.08% | 00.0% | Unchanged |
| EFG International AG | 7,815 | $371.4K | 0.01% | −721−8.4% | Reduced |
| Exchange Bank | 7,820 | $371.7K | 0.23% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 7,851 | $373.2K | 0.07% | −323−4.0% | Reduced |
| Sterling Investment Counsel, LLC | 7,861 | $373.6K | 0.09% | −6−0.1% | Reduced |
| Baldwin Investment Management, LLC | 7,883 | $374.7K | 0.04% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 7,901 | $375.5K | 0.06% | +288+3.8% | Added |
| Regent Peak Wealth Advisors LLC | 7,935 | $377.2K | 0.07% | +169+2.2% | Added |
| First Horizon Corp | 7,987 | $379.6K | 0.01% | −106−1.3% | Reduced |
| Continental Investors Services, Inc. | 7,437 | $380.2K | 0.30% | +126+1.7% | Added |
| Harold Davidson & Associates Inc. | 8,000 | $380.2K | 0.16% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 8,000 | $380.2K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 8,041 | $382.2K | 0.04% | −2,060−20.4% | Reduced |
| Elyxium Wealth, LLC | 8,049 | $382.6K | 0.04% | +1,961+32.2% | Added |
| Allegheny Financial Group LTD | 8,056 | $382.9K | 0.04% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 8,070 | $383.6K | 0.02% | +387+5.0% | Added |
| Odyssean, LLC | 8,090 | $384.5K | 0.06% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 8,092 | $384.6K | 0.17% | +23+0.3% | Added |
| Legacy Edge Advisors, LLC | 8,100 | $385.0K | 0.04% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 8,135 | $386.6K | 0.07% | +27+0.3% | Added |
| Transcend Wealth Collective, LLC | 8,151 | $387.4K | 0.03% | +3,184+64.1% | Added |
| Cozad Asset Management Inc | 8,180 | $388.8K | 0.03% | −225−2.7% | Reduced |
| Keystone Financial Group | 8,232 | $391.3K | 0.02% | +2,468+42.8% | Added |
| Financial Planning Hawaii, Inc. | 8,235 | $391.4K | 0.21% | −1,530−15.7% | Reduced |
| Viawealth, LLC | 8,271 | $393.1K | 0.20% | 00.0% | Unchanged |