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 | 1,552 | $61.4B |
| Q3 2021 | 1,369 | $49.0B |
| Q2 2021 | 1,384 | $52.7B |
| Q1 2021 | 1,382 | $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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 20,435 | $971.3K | 0.01% | −1,052−4.9% | Reduced |
| Appleton Partners Inc | 20,434 | $971.0K | 0.06% | −42−0.2% | Reduced |
| Acropolis Investment Management, LLC | 20,423 | $970.7K | 0.04% | +140+0.7% | Added |
| EPG Wealth Management LLC | 20,309 | $965.3K | 0.23% | +48+0.2% | Added |
| Oakworth Capital, Inc. | 20,146 | $961.2K | 0.05% | +38+0.2% | Added |
| Klingman & Associates, LLC | 20,217 | $960.9K | 0.04% | +115+0.6% | Added |
| Panagora Asset Management Inc | 20,208 | $960.5K | 0.00% | −10,567−34.3% | Reduced |
| National Philanthropic Trust | 20,173 | $958.8K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 20,114 | $956.0K | 0.06% | −3,060−13.2% | Reduced |
| Capital Analysts, LLC | 20,048 | $953.0K | 0.02% | −2,221−10.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,046 | $952.8K | 0.01% | +3,262+19.4% | Added |
| RB Capital Management, LLC | 20,031 | $952.1K | 0.19% | +10.0% | Added |
| Caption Management, LLC | 20,000 | $950.6K | 0.03% | −115,000−85.2% | Reduced |
| Optas, LLC | 19,870 | $944.4K | 0.13% | +165+0.8% | Added |
| Applied Finance Capital Management, LLC | 19,828 | $942.4K | 0.07% | −9,814−33.1% | Reduced |
| Colonial Trust Co | 19,640 | $933.5K | 0.12% | −358−1.8% | Reduced |
| Gryphon Financial Partners LLC | 19,617 | $932.4K | 0.08% | +2,689+15.9% | Added |
| Old North State Trust, LLC | 19,602 | $932.0K | 0.48% | +1,445+8.0% | Added |
| Cornerstone Advisory, LLC | 19,499 | $926.8K | 0.08% | +140+0.7% | Added |
| Mosaic Advisors LLC | 19,374 | $920.8K | 1.24% | −1,548−7.4% | Reduced |
| Lee Johnson Capital Management, LLC | 19,368 | $920.6K | 0.29% | +4,354+29.0% | Added |
| Patriot Investment Management Inc. | 19,298 | $917.2K | 0.05% | −177−0.9% | Reduced |
| Cornerstone Investment Partners, LLC | 19,268 | $915.8K | 0.03% | −167−0.9% | Reduced |
| Gilbert & Cook, Inc. | 19,266 | $915.7K | 0.11% | +117+0.6% | Added |
| Pettyjohn, Wood & White, Inc | 19,244 | $914.7K | 0.13% | −319−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 19,116 | $908.6K | 0.04% | +5,174+37.1% | Added |
| Malaga Cove Capital, LLC | 19,112 | $908.4K | 0.29% | −120−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 19,034 | $904.7K | 0.08% | +19,034 | New |
| Chronos Wealth Management, LLC | 18,985 | $902.4K | 0.40% | −525−2.7% | Reduced |
| D.B. Root & Company, LLC | 18,917 | $899.1K | 0.19% | −3,260−14.7% | Reduced |
| Paradigm Asset Management Co LLC | 18,900 | $898.3K | 0.19% | +18,900 | New |
| RiverFront Investment Group, LLC | 18,832 | $895.1K | 0.01% | −39,398−67.7% | Reduced |
| Certified Advisory Corp | 18,821 | $894.6K | 0.07% | −501−2.6% | Reduced |
| Evelyn Partners Group Ltd | 18,778 | $892.5K | 0.02% | +18,778 | New |
| Klingenstein Fields & Co LP | 18,764 | $891.9K | 0.03% | +423+2.3% | Added |
| HBK Sorce Advisory LLC | 17,418 | $890.4K | 0.02% | +94+0.5% | Added |
| Acorn Wealth Advisors, LLC | 18,687 | $888.2K | 0.22% | −10,884−36.8% | Reduced |
| IFG Advisory, LLC | 18,676 | $887.7K | 0.03% | +15,526+492.9% | Added |
| Choate Investment Advisors | 18,652 | $886.5K | 0.02% | −150−0.8% | Reduced |
| Woodward Diversified Capital, LLC | 18,637 | $885.8K | 0.39% | +1,402+8.1% | Added |
| Lionhunter Capital Management, LLC | 18,626 | $885.3K | 0.40% | +18,626 | New |
| Integrated Investment Consultants, LLC | 18,600 | $884.1K | 0.17% | −597−3.1% | Reduced |
| Investors Asset Management of Georgia Inc | 18,573 | $882.8K | 0.31% | +20.0% | Added |
| Great Valley Advisor Group, Inc. | 18,562 | $882.5K | 0.01% | +476+2.6% | Added |
| Truvestments Capital LLC | 18,536 | $881.0K | 0.13% | +6,385+52.5% | Added |
| Dupree Financial Group, LLC | 18,483 | $878.5K | 0.33% | 00.0% | Unchanged |
| Nwam LLC | 18,445 | $876.7K | 0.04% | +922+5.3% | Added |
| Landing Point Financial Group, LLC | 18,432 | $876.1K | 0.30% | −580−3.1% | Reduced |
| Legacy Financial Independent Advisors LLC | 18,408 | $874.9K | 0.41% | −219−1.2% | Reduced |
| AdvisorNet Financial, Inc | 18,353 | $872.3K | 0.04% | +1,557+9.3% | Added |
| Peoples Bank | 18,267 | $868.2K | 0.45% | −125−0.7% | Reduced |
| Hara Capital LLC | 18,240 | $866.9K | 0.46% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 18,214 | $865.7K | 0.04% | −508−2.7% | Reduced |
| Larson Financial Group LLC | 18,185 | $864.3K | 0.02% | +745+4.3% | Added |
| CAPROCK Group, Inc. | 18,081 | $859.4K | 0.02% | +18,081 | New |
| Sepio Capital, LP | 18,023 | $856.6K | 0.04% | −80.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 18,000 | $855.5K | 0.05% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 17,900 | $850.8K | 0.30% | −800−4.3% | Reduced |
| TBH Global Asset Management, LLC | 17,841 | $848.0K | 0.16% | 00.0% | Unchanged |
| InvesTrust | 17,835 | $847.7K | 0.33% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 17,801 | $846.1K | 0.08% | +301+1.7% | Added |
| Parkside Financial Bank & Trust | 17,776 | $844.9K | 0.06% | +38+0.2% | Added |
| Bedel Financial Consulting, Inc. | 17,730 | $842.7K | 0.08% | 00.0% | Unchanged |
| Central Bank & Trust Co | 17,691 | $840.9K | 0.12% | +4,500+34.1% | Added |
| Catalytic Wealth RIA, LLC | 17,655 | $839.1K | 0.05% | −1,852−9.5% | Reduced |
| Cigna Investments Inc | 17,596 | $837.0K | 0.11% | −316−1.8% | Reduced |
| Cullinan Associates Inc | 17,600 | $836.5K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 17,600 | $836.5K | 0.04% | −993−5.3% | Reduced |
| Nations Financial Group Inc, | 17,598 | $836.4K | 0.04% | +107+0.6% | Added |
| Itau Unibanco Holding S.A. | 17,543 | $833.8K | 0.02% | −30,093−63.2% | Reduced |
| Quantbot Technologies LP | 17,533 | $833.3K | 0.03% | +17,533 | New |
| Diversified Enterprises, LLC | 17,517 | $832.6K | 0.04% | +936+5.6% | Added |
| Kapstone Financial Advisors LLC | 17,515 | $832.5K | 0.35% | −1,200−6.4% | Reduced |
| Indiana Trust & Investment Management CO | 17,514 | $832.4K | 0.23% | 00.0% | Unchanged |
| St Germain D J Co Inc | 17,513 | $832.4K | 0.03% | +150+0.9% | Added |
| HighPoint Advisor Group LLC | 17,432 | $828.5K | 0.03% | +242+1.4% | Added |
| Tocqueville Asset Management L.P. | 17,352 | $824.7K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 17,315 | $823.0K | 0.01% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 17,312 | $822.8K | 0.04% | +167+1.0% | Added |
| Yukon Wealth Management, Inc. | 17,282 | $821.4K | 0.24% | +17,282 | New |
| Revolve Wealth Partners, LLC | 17,252 | $820.0K | 0.09% | −1,177−6.4% | Reduced |
| Redmond Asset Management, LLC | 17,212 | $818.1K | 0.20% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 17,100 | $812.8K | 0.04% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 17,054 | $810.6K | 0.05% | +450+2.7% | Added |
| Daymark Wealth Partners, LLC | 17,022 | $809.0K | 0.02% | +963+6.0% | Added |
| Dorsey & Whitney Trust CO LLC | 16,947 | $805.5K | 0.04% | −172−1.0% | Reduced |
| Wealth Alliance | 16,861 | $801.4K | 0.07% | −2,855−14.5% | Reduced |
| Savvy Advisors, Inc. | 16,841 | $800.5K | 0.02% | +3,067+22.3% | Added |
| Taylor Financial Group, Inc. | 16,832 | $800.0K | 0.44% | −2,440−12.7% | Reduced |
| One Capital Management, LLC | 19,488 | $800.0K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 16,819 | $799.4K | 0.03% | −2,681−13.7% | Reduced |
| Smith, Salley & Associates | 16,793 | $798.2K | 0.03% | −210−1.2% | Reduced |
| VestGen Advisors, LLC | 16,789 | $798.0K | 0.02% | +973+6.2% | Added |
| Level Four Advisory Services, LLC | 16,756 | $796.4K | 0.02% | +843+5.3% | Added |
| Dakota Wealth Management | 16,733 | $795.3K | 0.02% | +19+0.1% | Added |
| PDS Planning, Inc | 16,542 | $786.2K | 0.05% | +141+0.9% | Added |
| Mason & Associates, LLC | 16,521 | $785.2K | 0.16% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 16,475 | $783.1K | 0.03% | +76+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,472 | $782.9K | 0.07% | +26+0.2% | Added |
| Kozak & Associates, Inc. | 16,182 | $782.1K | 0.14% | +48+0.3% | Added |