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 |
|---|---|---|---|---|---|
| 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 |
| Bucket List Wealth Management, LLC | 10,307 | $489.9K | 0.24% | +155+1.5% | Added |
| Fagan Associates, Inc. | 10,300 | $489.6K | 0.06% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10,281 | $488.7K | 0.16% | −92−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,011 | $485.6K | 0.01% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 10,200 | $484.8K | 0.11% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 10,194 | $484.5K | 0.01% | +1,149+12.7% | Added |
| Armstrong Advisory Group, Inc | 10,171 | $483.4K | 0.03% | +10.0% | Added |
| FSM Wealth Advisors, LLC | 10,165 | $483.1K | 0.05% | −480−4.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 10,140 | $481.9K | 0.15% | +24+0.2% | Added |
| Grimes & Company, Inc. | 10,044 | $477.4K | 0.01% | +287+2.9% | Added |
| Legacy Financial Advisors, Inc. | 10,043 | $477.3K | 0.06% | −1,873−15.7% | Reduced |
| Washington Trust Bank | 10,028 | $476.6K | 0.03% | +73+0.7% | Added |
| Pavion Blue Capital, LLC | 10,023 | $476.4K | 0.19% | 00.0% | Unchanged |
| West Wealth Group, LLC | 10,013 | $475.9K | 0.08% | +391+4.1% | Added |
| Tred Avon Family Wealth, LLC | 10,001 | $475.3K | 0.15% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 9,948 | $472.8K | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 9,855 | $468.4K | 0.06% | +9,855 | New |
| NBC Securities, Inc. | 9,829 | $467.2K | 0.03% | −73−0.7% | Reduced |
| Alteri Wealth LLC | 9,712 | $461.6K | 0.13% | −2,448−20.1% | Reduced |
| Cypress Capital Group | 9,698 | $460.9K | 0.04% | +9,698 | New |
| Facet Wealth, Inc. | 9,686 | $460.4K | 0.01% | +4,340+81.2% | Added |
| Whitener Capital Management, Inc. | 9,665 | $459.4K | 0.10% | +15+0.2% | Added |
| GAM Holding AG | 9,642 | $458.3K | 0.04% | +9,642 | New |
| Relyea Zuckerberg Hanson LLC | 9,636 | $458.0K | 0.04% | +579+6.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,853 | $457.8K | 0.05% | −9,993−50.4% | Reduced |
| Simmons Bank | 9,630 | $457.7K | 0.03% | +1,331+16.0% | Added |
| Armstrong, Fleming & Moore, Inc | 9,630 | $457.7K | 0.15% | 00.0% | Unchanged |
| Inceptionr LLC | 9,610 | $456.8K | 0.11% | +9,610 | New |
| ARS Wealth Advisors Group, LLC | 9,603 | $456.4K | 0.04% | −241−2.4% | Reduced |
| Abel Hall, LLC | 9,578 | $455.2K | 0.08% | +78+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,576 | $455.1K | 0.05% | +73+0.8% | Added |
| Zions Bancorporation, National Association | 9,567 | $454.7K | 0.03% | +60+0.6% | Added |
| Money Concepts Capital Corp | 9,554 | $454.1K | 0.02% | −836−8.0% | Reduced |
| 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 |
| SNS Financial Group, LLC | 9,508 | $451.9K | 0.01% | +2,229+30.6% | Added |
| Ostrum Asset Management | 9,475 | $450.3K | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 9,450 | $449.2K | 0.02% | −482−4.9% | Reduced |
| Crews Bank & Trust | 9,424 | $447.9K | 0.06% | −85−0.9% | Reduced |
| Proficio Capital Partners LLC | 9,406 | $447.1K | 0.02% | +9,406 | New |
| Park Edge Advisors, LLC | 9,332 | $443.6K | 0.09% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 9,325 | $443.2K | 0.05% | +9,325 | New |
| OneAscent Financial Services LLC | 9,305 | $442.3K | 0.02% | −53−0.6% | Reduced |
| Sittner & Nelson, LLC | 9,297 | $441.9K | 0.14% | +36+0.4% | Added |
| Willner & Heller, LLC | 9,244 | $439.4K | 0.28% | −384−4.0% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,160 | $435.0K | 0.15% | −52−0.6% | Reduced |
| Estabrook Capital Management | 9,105 | $432.8K | 0.06% | −350−3.7% | Reduced |
| Ignite Planners, LLC | 9,094 | $432.5K | 0.06% | +3,458+61.4% | Added |
| Ironwood Investment Counsel, LLC | 9,086 | $431.9K | 0.06% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 9,069 | $431.1K | 0.02% | +160+1.8% | Added |
| Arch Global Advisors, LLC | 9,069 | $431.1K | 0.19% | +175+2.0% | Added |
| 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 |
| Harbor Group, Inc. | 8,912 | $423.6K | 0.05% | −5,773−39.3% | Reduced |
| Personal Cfo Solutions, LLC | 8,900 | $423.0K | 0.06% | +699+8.5% | Added |
| Connors Investor Services Inc | 8,885 | $422.3K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8,844 | $420.4K | 0.03% | −271−3.0% | Reduced |
| Consolidated Planning Corp | 8,819 | $419.2K | 0.06% | −127−1.4% | Reduced |
| Conning Inc. | 8,811 | $418.8K | 0.01% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 8,810 | $418.8K | 0.20% | +93+1.1% | Added |
| Morningstar Investment Management LLC | 10,176 | $417.7K | 0.03% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 8,784 | $417.5K | 0.07% | 00.0% | Unchanged |
| Davis Capital Management | 8,779 | $417.3K | 0.25% | +39+0.4% | Added |
| Evermay Wealth Management LLC | 8,768 | $416.7K | 0.04% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 8,752 | $416.0K | 0.08% | +508+6.2% | Added |
| Eagle Wealth Strategies LLC | 8,752 | $416.0K | 0.16% | −48−0.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,727 | $414.8K | 0.02% | +137+1.6% | Added |
| Lake Street Financial LLC | 8,658 | $411.5K | 0.05% | +100+1.2% | Added |
| Westpac Banking Corp | 8,649 | $411.1K | 0.03% | −10,871−55.7% | Reduced |
| Fairfield, Bush & Co. | 8,615 | $409.5K | 0.20% | −700−7.5% | Reduced |
| LexAurum Advisors, LLC | 8,571 | $407.4K | 0.05% | +50+0.6% | Added |
| Pursuit Wealth Strategies, LLC | 8,543 | $406.1K | 0.53% | −89−1.0% | Reduced |
| North Star Investment Management Corp. | 8,542 | $406.0K | 0.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 8,521 | $405.0K | 0.10% | +3,000+54.3% | Added |
| Strategic Blueprint, LLC | 8,474 | $402.8K | 0.02% | +907+12.0% | Added |
| Live Oak Private Wealth LLC | 8,470 | $402.6K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,469 | $402.6K | 0.01% | −196−2.3% | Reduced |
| Compass Financial Group, INC | 8,457 | $402.0K | 0.05% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 8,438 | $401.1K | 0.02% | +112+1.3% | Added |
| Bellars Harris Wealth Management, LLC | 8,435 | $400.9K | 0.08% | +8,435 | New |
| Kiley Juergens Wealth Management, LLC | 8,401 | $399.3K | 0.06% | −148−1.7% | Reduced |
| Lynch & Associates | 8,396 | $399.1K | 0.07% | −400−4.5% | Reduced |
| Schnieders Capital Management, LLC. | 8,378 | $398.2K | 0.05% | +8,378 | New |
| Mascagni Wealth Management, Inc. | 8,377 | $398.2K | 0.25% | −21−0.3% | Reduced |
| RFG Advisory, LLC | 8,371 | $397.9K | 0.01% | +609+7.8% | Added |
| Bill Few Associates, Inc. | 8,368 | $397.7K | 0.09% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 8,361 | $397.4K | 0.17% | −13−0.2% | Reduced |
| Tiemann Investment Advisors, LLC | 8,360 | $397.4K | 0.14% | −50−0.6% | Reduced |
| CGC Financial Services, LLC | 8,332 | $396.0K | 0.09% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 8,329 | $395.9K | 0.01% | +497+6.3% | Added |
| Kovack Advisors, Inc. | 8,226 | $395.8K | 0.02% | −752−8.4% | Reduced |
| Strategic Equity Management | 8,312 | $395.1K | 0.13% | +1,794+27.5% | Added |
| Baker Tilly Wealth Management, LLC | 8,309 | $394.9K | 0.08% | −64−0.8% | Reduced |
| King Luther Capital Management Corp | 8,293 | $394.2K | 0.00% | −261−3.1% | Reduced |
| Frisch Financial Group, Inc. | 8,286 | $393.8K | 0.07% | −5,009−37.7% | Reduced |
| Viawealth, LLC | 8,271 | $393.1K | 0.20% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 8,235 | $391.4K | 0.21% | −1,530−15.7% | Reduced |
| Keystone Financial Group | 8,232 | $391.3K | 0.02% | +2,468+42.8% | Added |