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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 8,286 | $393.8K | 0.07% | −5,009−37.7% | Reduced |
| King Luther Capital Management Corp | 8,293 | $394.2K | 0.00% | −261−3.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,309 | $394.9K | 0.08% | −64−0.8% | Reduced |
| Strategic Equity Management | 8,312 | $395.1K | 0.13% | +1,794+27.5% | Added |
| Kovack Advisors, Inc. | 8,226 | $395.8K | 0.02% | −752−8.4% | Reduced |
| Quotient Wealth Partners, LLC | 8,329 | $395.9K | 0.01% | +497+6.3% | Added |
| CGC Financial Services, LLC | 8,332 | $396.0K | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 8,360 | $397.4K | 0.14% | −50−0.6% | Reduced |
| Alhambra Investment Partners LLC | 8,361 | $397.4K | 0.17% | −13−0.2% | Reduced |
| Bill Few Associates, Inc. | 8,368 | $397.7K | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,371 | $397.9K | 0.01% | +609+7.8% | Added |
| Mascagni Wealth Management, Inc. | 8,377 | $398.2K | 0.25% | −21−0.3% | Reduced |
| Schnieders Capital Management, LLC. | 8,378 | $398.2K | 0.05% | +8,378 | New |
| Lynch & Associates | 8,396 | $399.1K | 0.07% | −400−4.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 8,401 | $399.3K | 0.06% | −148−1.7% | Reduced |
| Bellars Harris Wealth Management, LLC | 8,435 | $400.9K | 0.08% | +8,435 | New |
| Coastal Bridge Advisors, LLC | 8,438 | $401.1K | 0.02% | +112+1.3% | Added |
| Compass Financial Group, INC | 8,457 | $402.0K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,469 | $402.6K | 0.01% | −196−2.3% | Reduced |
| Live Oak Private Wealth LLC | 8,470 | $402.6K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 8,474 | $402.8K | 0.02% | +907+12.0% | Added |
| Brown Miller Wealth Management, LLC | 8,521 | $405.0K | 0.10% | +3,000+54.3% | Added |
| North Star Investment Management Corp. | 8,542 | $406.0K | 0.02% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 8,543 | $406.1K | 0.53% | −89−1.0% | Reduced |
| LexAurum Advisors, LLC | 8,571 | $407.4K | 0.05% | +50+0.6% | Added |
| Fairfield, Bush & Co. | 8,615 | $409.5K | 0.20% | −700−7.5% | Reduced |
| Westpac Banking Corp | 8,649 | $411.1K | 0.03% | −10,871−55.7% | Reduced |
| Lake Street Financial LLC | 8,658 | $411.5K | 0.05% | +100+1.2% | Added |
| Pine Valley Investments Ltd Liability Co | 8,727 | $414.8K | 0.02% | +137+1.6% | Added |
| Eagle Wealth Strategies LLC | 8,752 | $416.0K | 0.16% | −48−0.5% | Reduced |
| Bridgewealth Advisory Group, LLC | 8,752 | $416.0K | 0.08% | +508+6.2% | Added |
| Evermay Wealth Management LLC | 8,768 | $416.7K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 8,779 | $417.3K | 0.25% | +39+0.4% | Added |
| Mattern Wealth Management LLC | 8,784 | $417.5K | 0.07% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 10,176 | $417.7K | 0.03% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 8,810 | $418.8K | 0.20% | +93+1.1% | Added |
| Conning Inc. | 8,811 | $418.8K | 0.01% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,819 | $419.2K | 0.06% | −127−1.4% | Reduced |
| JNBA Financial Advisors | 8,844 | $420.4K | 0.03% | −271−3.0% | Reduced |
| Connors Investor Services Inc | 8,885 | $422.3K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 8,900 | $423.0K | 0.06% | +699+8.5% | Added |
| Harbor Group, Inc. | 8,912 | $423.6K | 0.05% | −5,773−39.3% | Reduced |
| Philadelphia Trust Co | 9,000 | $428.0K | 0.03% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 9,000 | $428.0K | 0.12% | 00.0% | Unchanged |
| Arch Global Advisors, LLC | 9,069 | $431.1K | 0.19% | +175+2.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 9,069 | $431.1K | 0.02% | +160+1.8% | Added |
| Ironwood Investment Counsel, LLC | 9,086 | $431.9K | 0.06% | 00.0% | Unchanged |
| Ignite Planners, LLC | 9,094 | $432.5K | 0.06% | +3,458+61.4% | Added |
| Estabrook Capital Management | 9,105 | $432.8K | 0.06% | −350−3.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,160 | $435.0K | 0.15% | −52−0.6% | Reduced |
| Willner & Heller, LLC | 9,244 | $439.4K | 0.28% | −384−4.0% | Reduced |
| Sittner & Nelson, LLC | 9,297 | $441.9K | 0.14% | +36+0.4% | Added |
| OneAscent Financial Services LLC | 9,305 | $442.3K | 0.02% | −53−0.6% | Reduced |
| Maridea Wealth Management LLC | 9,325 | $443.2K | 0.05% | +9,325 | New |
| Park Edge Advisors, LLC | 9,332 | $443.6K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 9,406 | $447.1K | 0.02% | +9,406 | New |
| Crews Bank & Trust | 9,424 | $447.9K | 0.06% | −85−0.9% | Reduced |
| First National Trust Co | 9,450 | $449.2K | 0.02% | −482−4.9% | Reduced |
| Ostrum Asset Management | 9,475 | $450.3K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 9,508 | $451.9K | 0.01% | +2,229+30.6% | Added |
| NCM Capital Management, LLC | 9,546 | $453.7K | 0.14% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 9,546 | $453.7K | 0.02% | +828+9.5% | Added |
| Money Concepts Capital Corp | 9,554 | $454.1K | 0.02% | −836−8.0% | Reduced |
| Zions Bancorporation, National Association | 9,567 | $454.7K | 0.03% | +60+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,576 | $455.1K | 0.05% | +73+0.8% | Added |
| Abel Hall, LLC | 9,578 | $455.2K | 0.08% | +78+0.8% | Added |
| ARS Wealth Advisors Group, LLC | 9,603 | $456.4K | 0.04% | −241−2.4% | Reduced |
| Inceptionr LLC | 9,610 | $456.8K | 0.11% | +9,610 | New |
| Armstrong, Fleming & Moore, Inc | 9,630 | $457.7K | 0.15% | 00.0% | Unchanged |
| Simmons Bank | 9,630 | $457.7K | 0.03% | +1,331+16.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,853 | $457.8K | 0.05% | −9,993−50.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 9,636 | $458.0K | 0.04% | +579+6.4% | Added |
| GAM Holding AG | 9,642 | $458.3K | 0.04% | +9,642 | New |
| Whitener Capital Management, Inc. | 9,665 | $459.4K | 0.10% | +15+0.2% | Added |
| Facet Wealth, Inc. | 9,686 | $460.4K | 0.01% | +4,340+81.2% | Added |
| Cypress Capital Group | 9,698 | $460.9K | 0.04% | +9,698 | New |
| Alteri Wealth LLC | 9,712 | $461.6K | 0.13% | −2,448−20.1% | Reduced |
| NBC Securities, Inc. | 9,829 | $467.2K | 0.03% | −73−0.7% | Reduced |
| Qtron Investments LLC | 9,855 | $468.4K | 0.06% | +9,855 | New |
| Cove Private Wealth, LLC | 9,948 | $472.8K | 0.09% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 10,001 | $475.3K | 0.15% | 00.0% | Unchanged |
| West Wealth Group, LLC | 10,013 | $475.9K | 0.08% | +391+4.1% | Added |
| Pavion Blue Capital, LLC | 10,023 | $476.4K | 0.19% | 00.0% | Unchanged |
| Washington Trust Bank | 10,028 | $476.6K | 0.03% | +73+0.7% | Added |
| Legacy Financial Advisors, Inc. | 10,043 | $477.3K | 0.06% | −1,873−15.7% | Reduced |
| Grimes & Company, Inc. | 10,044 | $477.4K | 0.01% | +287+2.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 10,140 | $481.9K | 0.15% | +24+0.2% | Added |
| FSM Wealth Advisors, LLC | 10,165 | $483.1K | 0.05% | −480−4.5% | Reduced |
| Armstrong Advisory Group, Inc | 10,171 | $483.4K | 0.03% | +10.0% | Added |
| Crestwood Advisors Group LLC | 10,194 | $484.5K | 0.01% | +1,149+12.7% | Added |
| Peregrine Asset Advisers, Inc. | 10,200 | $484.8K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10,011 | $485.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10,281 | $488.7K | 0.16% | −92−0.9% | Reduced |
| Fagan Associates, Inc. | 10,300 | $489.6K | 0.06% | 00.0% | Unchanged |
| Bucket List Wealth Management, LLC | 10,307 | $489.9K | 0.24% | +155+1.5% | Added |
| VSM Wealth Advisory, LLC | 10,392 | $493.9K | 0.13% | 00.0% | Unchanged |
| May Hill Capital, LLC | 10,392 | $493.9K | 0.10% | +954+10.1% | Added |
| Simplicity Wealth,LLC | 10,482 | $498.2K | 0.02% | +3,867+58.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,493 | $498.7K | 0.28% | +10,493 | New |
| High Net Worth Advisory Group LLC | 10,522 | $500.1K | 0.11% | 00.0% | Unchanged |