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 |
|---|---|---|---|---|---|
| Gables Capital Management Inc. | 12,800 | $608.4K | 0.22% | 00.0% | Unchanged |
| Becker Capital Management Inc | 12,793 | $608.1K | 0.02% | +135+1.1% | Added |
| First Command Advisory Services, Inc. | 12,788 | $607.8K | 0.00% | −17,229−57.4% | Reduced |
| AlphaCore Capital LLC | 12,684 | $602.9K | 0.01% | +1,788+16.4% | Added |
| Smith Partners Wealth Management, LLC | 12,644 | $601.0K | 0.48% | 00.0% | Unchanged |
| 71 West Capital Partners | 12,629 | $600.3K | 0.02% | +5,268+71.6% | Added |
| Thoroughbred Financial Services, LLC | 12,609 | $599.0K | 0.03% | +1,566+14.2% | Added |
| Indivisible Partners | 12,597 | $598.8K | 0.03% | +4,499+55.6% | Added |
| State of Wyoming | 12,566 | $597.3K | 0.06% | +1,046+9.1% | Added |
| Stratos Wealth Advisors, LLC | 12,562 | $597.1K | 0.03% | −4,291−25.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12,552 | $597.0K | 0.16% | +2,034+19.3% | Added |
| Ausdal Financial Partners, Inc. | 12,504 | $594.3K | 0.02% | +674+5.7% | Added |
| Montag A & Associates Inc | 12,450 | $591.7K | 0.02% | −75−0.6% | Reduced |
| Silver Oak Advisory Group, Inc. | 12,376 | $588.0K | 0.23% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 12,375 | $587.0K | 0.01% | −3,900−24.0% | Reduced |
| Virtue Capital Management, LLC | 12,344 | $586.7K | 0.08% | +461+3.9% | Added |
| Patton Albertson Miller Group, LLC | 12,329 | $586.0K | 0.06% | −38−0.3% | Reduced |
| Abacus Wealth Partners, LLC | 12,304 | $584.8K | 0.06% | −21−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 12,298 | $584.5K | 0.01% | +2,057+20.1% | Added |
| Evercore Wealth Management, LLC | 12,292 | $584.2K | 0.01% | −1,930−13.6% | Reduced |
| Financial Network Wealth Management LLC | 12,300 | $584.0K | 0.17% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 12,274 | $583.4K | 0.02% | +489+4.1% | Added |
| Alpha Family Trust | 12,270 | $583.2K | 0.23% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 12,236 | $581.6K | 0.13% | 00.0% | Unchanged |
| Advisor OS, LLC | 12,169 | $578.4K | 0.04% | +639+5.5% | Added |
| Alpha Omega Wealth Management LLC | 12,165 | $578.2K | 0.09% | −410−3.3% | Reduced |
| Successful Portfolios LLC | 11,674 | $576.2K | 0.27% | −10.0% | Reduced |
| Shepherd Street Advisors LLC | 11,653 | $576.0K | 0.51% | +1,340+13.0% | Added |
| Avantax Planning Partners, Inc. | 12,066 | $573.5K | 0.01% | −135−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 12,055 | $573.0K | 0.02% | −408−3.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 12,031 | $571.8K | 0.04% | +30+0.2% | Added |
| Fulcrum Asset Management LLP | 11,860 | $569.4K | 0.06% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 13,812 | $567.0K | 0.09% | +3,002+27.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 11,918 | $566.5K | 0.15% | −690−5.5% | Reduced |
| Courier Capital LLC | 11,907 | $565.9K | 0.03% | −10−0.1% | Reduced |
| Flagship Wealth Advisors, LLC | 11,880 | $564.7K | 0.13% | 00.0% | Unchanged |
| Adirondack Trust Co | 11,848 | $563.0K | 0.17% | −42−0.4% | Reduced |
| Capital Advisors Inc | 11,833 | $562.4K | 0.01% | +75+0.6% | Added |
| Murphy & Mullick Capital Management Corp | 11,762 | $559.1K | 0.35% | −15−0.1% | Reduced |
| Old Port Advisors | 11,665 | $554.4K | 0.11% | +735+6.7% | Added |
| Westmount Partners, LLC | 11,664 | $554.4K | 0.12% | +244+2.1% | Added |
| Mayflower Financial Advisors, LLC | 11,625 | $552.5K | 0.05% | +73+0.6% | Added |
| Thompson Siegel & Walmsley LLC | 11,613 | $552.0K | 0.01% | −4,800−29.2% | Reduced |
| Strategic Financial Services, Inc, | 11,606 | $551.6K | 0.02% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,581 | $550.4K | 0.03% | +11,581 | New |
| Tyche Wealth Partners LLC | 11,578 | $550.3K | 0.08% | +3,600+45.1% | Added |
| Platform Technology Partners | 11,573 | $550.0K | 0.09% | −889−7.1% | Reduced |
| Financial Council Asset Management Inc | 11,561 | $549.5K | 0.18% | +17+0.1% | Added |
| Thomasville National Bank | 11,541 | $548.5K | 0.03% | +11,541 | New |
| Wealth Alliance Advisory Group, LLC | 11,525 | $547.8K | 0.08% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 11,461 | $544.7K | 0.02% | +23+0.2% | Added |
| World Equity Group, Inc. | 11,455 | $544.4K | 0.12% | +11,455 | New |
| Astoria Portfolio Advisors LLC. | 11,404 | $542.0K | 0.09% | −10.0% | Reduced |
| 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 |
| Kaydan Wealth Management, Inc. | 11,349 | $539.4K | 0.16% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $539.0K | 0.11% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 11,312 | $537.7K | 0.02% | +11,312 | New |
| Matisse Capital | 11,272 | $535.8K | 0.21% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 11,258 | $535.1K | 0.03% | +1,057+10.4% | Added |
| Pines Wealth Management, LLC | 11,253 | $534.9K | 0.15% | −741−6.2% | Reduced |
| Rinkey Investments | 11,240 | $534.2K | 0.13% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,215 | $533.0K | 0.04% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 11,211 | $532.9K | 0.29% | 00.0% | Unchanged |
| South Shore Capital Advisors | 11,175 | $531.1K | 0.36% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 11,174 | $531.1K | 0.02% | +3,206+40.2% | Added |
| SCS Capital Management LLC | 11,115 | $528.3K | 0.00% | +26+0.2% | Added |
| Triad Wealth Partners, LLC | 10,576 | $527.0K | 0.03% | +2,716+34.6% | Added |
| Tufton Capital Management | 11,072 | $526.0K | 0.09% | 00.0% | Unchanged |
| Kitching Partners, LLC | 11,047 | $525.1K | 0.45% | +33+0.3% | Added |
| Steinberganna Wealth Management | 11,021 | $523.8K | 0.21% | +24+0.2% | Added |
| Duncker Streett & Co Inc | 11,020 | $523.8K | 0.09% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,015 | $523.5K | 0.03% | +251+2.3% | Added |
| Fort Sheridan Advisors LLC | 11,007 | $523.2K | 0.06% | 00.0% | Unchanged |
| CDM Financial Counseling Services, Inc. | 11,003 | $523.0K | 0.45% | −4,500−29.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,000 | $522.8K | 0.14% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 10,947 | $520.3K | 0.19% | 00.0% | Unchanged |
| NTV Asset Management LLC | 10,943 | $520.1K | 0.05% | −268−2.4% | Reduced |
| Csenge Advisory Group | 10,931 | $519.5K | 0.02% | −402−3.5% | Reduced |
| Waterloo Capital, L.P. | 10,901 | $518.1K | 0.03% | +1,774+19.4% | Added |
| EJMK Ventures LLC | 10,896 | $517.9K | 0.24% | −146−1.3% | Reduced |
| Flputnam Investment Management Co | 10,886 | $517.4K | 0.01% | +22+0.2% | Added |
| Caitlin John, LLC | 10,875 | $516.9K | 0.28% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 10,811 | $513.8K | 0.10% | −17−0.2% | Reduced |
| TriaGen Wealth Management LLC | 10,807 | $513.6K | 0.13% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10,800 | $513.3K | 0.06% | −1,542−12.5% | Reduced |
| EverSource Wealth Advisors, LLC | 10,795 | $513.1K | 0.02% | −5,764−34.8% | Reduced |
| Montecito Bank & Trust | 10,752 | $511.0K | 0.08% | −160−1.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 10,700 | $508.6K | 0.15% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 10,685 | $507.9K | 0.02% | −363−3.3% | Reduced |
| Miller Financial Services LLC | 10,660 | $506.7K | 0.41% | +10,660 | New |
| SkyOak Wealth, LLC | 10,650 | $506.2K | 0.08% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,635 | $505.5K | 0.00% | +917+9.4% | Added |
| Sagewood Asset Management LP | 10,634 | $505.4K | 0.11% | +1,097+11.5% | Added |
| L2 Asset Management, LLC | 10,596 | $503.6K | 0.05% | +559+5.6% | Added |
| Rossby Financial, LCC | 10,559 | $501.9K | 0.09% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,527 | $500.4K | 0.02% | +1,049+11.1% | Added |
| High Net Worth Advisory Group LLC | 10,522 | $500.1K | 0.11% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 10,493 | $498.7K | 0.28% | +10,493 | New |
| Simplicity Wealth,LLC | 10,482 | $498.2K | 0.02% | +3,867+58.5% | Added |