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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 10,527 | $500.4K | 0.02% | +1,049+11.1% | Added |
| Rossby Financial, LCC | 10,559 | $501.9K | 0.09% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 10,596 | $503.6K | 0.05% | +559+5.6% | Added |
| Sagewood Asset Management LP | 10,634 | $505.4K | 0.11% | +1,097+11.5% | Added |
| Cullen/Frost Bankers, Inc. | 10,635 | $505.5K | 0.00% | +917+9.4% | Added |
| SkyOak Wealth, LLC | 10,650 | $506.2K | 0.08% | 00.0% | Unchanged |
| Miller Financial Services LLC | 10,660 | $506.7K | 0.41% | +10,660 | New |
| Angeles Wealth Management, LLC | 10,685 | $507.9K | 0.02% | −363−3.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 10,700 | $508.6K | 0.15% | 00.0% | Unchanged |
| Montecito Bank & Trust | 10,752 | $511.0K | 0.08% | −160−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 10,795 | $513.1K | 0.02% | −5,764−34.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,800 | $513.3K | 0.06% | −1,542−12.5% | Reduced |
| TriaGen Wealth Management LLC | 10,807 | $513.6K | 0.13% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 10,811 | $513.8K | 0.10% | −17−0.2% | Reduced |
| Caitlin John, LLC | 10,875 | $516.9K | 0.28% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,886 | $517.4K | 0.01% | +22+0.2% | Added |
| EJMK Ventures LLC | 10,896 | $517.9K | 0.24% | −146−1.3% | Reduced |
| Waterloo Capital, L.P. | 10,901 | $518.1K | 0.03% | +1,774+19.4% | Added |
| Csenge Advisory Group | 10,931 | $519.5K | 0.02% | −402−3.5% | Reduced |
| NTV Asset Management LLC | 10,943 | $520.1K | 0.05% | −268−2.4% | Reduced |
| Kinloch Capital, LLC | 10,947 | $520.3K | 0.19% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,000 | $522.8K | 0.14% | 00.0% | Unchanged |
| CDM Financial Counseling Services, Inc. | 11,003 | $523.0K | 0.45% | −4,500−29.0% | Reduced |
| Fort Sheridan Advisors LLC | 11,007 | $523.2K | 0.06% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,015 | $523.5K | 0.03% | +251+2.3% | Added |
| Duncker Streett & Co Inc | 11,020 | $523.8K | 0.09% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 11,021 | $523.8K | 0.21% | +24+0.2% | Added |
| Kitching Partners, LLC | 11,047 | $525.1K | 0.45% | +33+0.3% | Added |
| Tufton Capital Management | 11,072 | $526.0K | 0.09% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 10,576 | $527.0K | 0.03% | +2,716+34.6% | Added |
| SCS Capital Management LLC | 11,115 | $528.3K | 0.00% | +26+0.2% | Added |
| Simon Quick Advisors, LLC | 11,174 | $531.1K | 0.02% | +3,206+40.2% | Added |
| South Shore Capital Advisors | 11,175 | $531.1K | 0.36% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 11,211 | $532.9K | 0.29% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,215 | $533.0K | 0.04% | 00.0% | Unchanged |
| Rinkey Investments | 11,240 | $534.2K | 0.13% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 11,253 | $534.9K | 0.15% | −741−6.2% | Reduced |
| Symmetry Partners, LLC | 11,258 | $535.1K | 0.03% | +1,057+10.4% | Added |
| Matisse Capital | 11,272 | $535.8K | 0.21% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 11,312 | $537.7K | 0.02% | +11,312 | New |
| Marion Wealth Management | 11,340 | $539.0K | 0.11% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $539.4K | 0.16% | 00.0% | Unchanged |
| Papp L Roy & Associates | 11,400 | $541.8K | 0.06% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,400 | $541.8K | 0.03% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 11,404 | $542.0K | 0.09% | −10.0% | Reduced |
| World Equity Group, Inc. | 11,455 | $544.4K | 0.12% | +11,455 | New |
| Elser Financial Planning, Inc | 11,461 | $544.7K | 0.02% | +23+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 11,525 | $547.8K | 0.08% | 00.0% | Unchanged |
| Thomasville National Bank | 11,541 | $548.5K | 0.03% | +11,541 | New |
| Financial Council Asset Management Inc | 11,561 | $549.5K | 0.18% | +17+0.1% | Added |
| Platform Technology Partners | 11,573 | $550.0K | 0.09% | −889−7.1% | Reduced |
| Tyche Wealth Partners LLC | 11,578 | $550.3K | 0.08% | +3,600+45.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,581 | $550.4K | 0.03% | +11,581 | New |
| Strategic Financial Services, Inc, | 11,606 | $551.6K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 11,613 | $552.0K | 0.01% | −4,800−29.2% | Reduced |
| Mayflower Financial Advisors, LLC | 11,625 | $552.5K | 0.05% | +73+0.6% | Added |
| Westmount Partners, LLC | 11,664 | $554.4K | 0.12% | +244+2.1% | Added |
| Old Port Advisors | 11,665 | $554.4K | 0.11% | +735+6.7% | Added |
| Murphy & Mullick Capital Management Corp | 11,762 | $559.1K | 0.35% | −15−0.1% | Reduced |
| Capital Advisors Inc | 11,833 | $562.4K | 0.01% | +75+0.6% | Added |
| Adirondack Trust Co | 11,848 | $563.0K | 0.17% | −42−0.4% | Reduced |
| Flagship Wealth Advisors, LLC | 11,880 | $564.7K | 0.13% | 00.0% | Unchanged |
| Courier Capital LLC | 11,907 | $565.9K | 0.03% | −10−0.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,918 | $566.5K | 0.15% | −690−5.5% | Reduced |
| Formidable Asset Management, LLC | 13,812 | $567.0K | 0.09% | +3,002+27.8% | Added |
| Fulcrum Asset Management LLP | 11,860 | $569.4K | 0.06% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 12,031 | $571.8K | 0.04% | +30+0.2% | Added |
| Cornerstone Wealth Management, LLC | 12,055 | $573.0K | 0.02% | −408−3.3% | Reduced |
| Avantax Planning Partners, Inc. | 12,066 | $573.5K | 0.01% | −135−1.1% | Reduced |
| Shepherd Street Advisors LLC | 11,653 | $576.0K | 0.51% | +1,340+13.0% | Added |
| Successful Portfolios LLC | 11,674 | $576.2K | 0.27% | −10.0% | Reduced |
| Alpha Omega Wealth Management LLC | 12,165 | $578.2K | 0.09% | −410−3.3% | Reduced |
| Advisor OS, LLC | 12,169 | $578.4K | 0.04% | +639+5.5% | Added |
| Cornerstone Planning, LLC | 12,236 | $581.6K | 0.13% | 00.0% | Unchanged |
| Alpha Family Trust | 12,270 | $583.2K | 0.23% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 12,274 | $583.4K | 0.02% | +489+4.1% | Added |
| Financial Network Wealth Management LLC | 12,300 | $584.0K | 0.17% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 12,292 | $584.2K | 0.01% | −1,930−13.6% | Reduced |
| Ameritas Advisory Services, LLC | 12,298 | $584.5K | 0.01% | +2,057+20.1% | Added |
| Abacus Wealth Partners, LLC | 12,304 | $584.8K | 0.06% | −21−0.2% | Reduced |
| Patton Albertson Miller Group, LLC | 12,329 | $586.0K | 0.06% | −38−0.3% | Reduced |
| Virtue Capital Management, LLC | 12,344 | $586.7K | 0.08% | +461+3.9% | Added |
| ABN AMRO Bank N.V. | 12,375 | $587.0K | 0.01% | −3,900−24.0% | Reduced |
| Silver Oak Advisory Group, Inc. | 12,376 | $588.0K | 0.23% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12,450 | $591.7K | 0.02% | −75−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 12,504 | $594.3K | 0.02% | +674+5.7% | Added |
| Hazlett, Burt & Watson, Inc. | 12,552 | $597.0K | 0.16% | +2,034+19.3% | Added |
| Stratos Wealth Advisors, LLC | 12,562 | $597.1K | 0.03% | −4,291−25.5% | Reduced |
| State of Wyoming | 12,566 | $597.3K | 0.06% | +1,046+9.1% | Added |
| Indivisible Partners | 12,597 | $598.8K | 0.03% | +4,499+55.6% | Added |
| Thoroughbred Financial Services, LLC | 12,609 | $599.0K | 0.03% | +1,566+14.2% | Added |
| 71 West Capital Partners | 12,629 | $600.3K | 0.02% | +5,268+71.6% | Added |
| Smith Partners Wealth Management, LLC | 12,644 | $601.0K | 0.48% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 12,684 | $602.9K | 0.01% | +1,788+16.4% | Added |
| First Command Advisory Services, Inc. | 12,788 | $607.8K | 0.00% | −17,229−57.4% | Reduced |
| Becker Capital Management Inc | 12,793 | $608.1K | 0.02% | +135+1.1% | Added |
| Gables Capital Management Inc. | 12,800 | $608.4K | 0.22% | 00.0% | Unchanged |
| Rede Wealth, LLC | 12,843 | $610.4K | 0.20% | −425−3.2% | Reduced |
| RIA Advisory Group LLC | 12,859 | $611.2K | 0.14% | +2,716+26.8% | Added |
| Secure Asset Management, LLC | 12,873 | $611.9K | 0.09% | +36+0.3% | Added |