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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 8,180 | $388.8K | 0.03% | −225−2.7% | Reduced |
| Transcend Wealth Collective, LLC | 8,151 | $387.4K | 0.03% | +3,184+64.1% | Added |
| Southland Equity Partners LLC | 8,135 | $386.6K | 0.07% | +27+0.3% | Added |
| Legacy Edge Advisors, LLC | 8,100 | $385.0K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 8,092 | $384.6K | 0.17% | +23+0.3% | Added |
| Odyssean, LLC | 8,090 | $384.5K | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 8,070 | $383.6K | 0.02% | +387+5.0% | Added |
| Allegheny Financial Group LTD | 8,056 | $382.9K | 0.04% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 8,049 | $382.6K | 0.04% | +1,961+32.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 8,041 | $382.2K | 0.04% | −2,060−20.4% | Reduced |
| Harold Davidson & Associates Inc. | 8,000 | $380.2K | 0.16% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 8,000 | $380.2K | 0.07% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 7,437 | $380.2K | 0.30% | +126+1.7% | Added |
| First Horizon Corp | 7,987 | $379.6K | 0.01% | −106−1.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 7,935 | $377.2K | 0.07% | +169+2.2% | Added |
| LMG Wealth Partners, LLC | 7,901 | $375.5K | 0.06% | +288+3.8% | Added |
| Baldwin Investment Management, LLC | 7,883 | $374.7K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 7,861 | $373.6K | 0.09% | −6−0.1% | Reduced |
| Northwest Bancshares, Inc. | 7,851 | $373.2K | 0.07% | −323−4.0% | Reduced |
| Exchange Bank | 7,820 | $371.7K | 0.23% | 00.0% | Unchanged |
| EFG International AG | 7,815 | $371.4K | 0.01% | −721−8.4% | Reduced |
| Integral Investment Advisors, Inc. | 7,800 | $370.7K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 7,791 | $370.3K | 0.02% | +429+5.8% | Added |
| Osmosis Investment Management UK Ltd | 7,775 | $369.5K | 0.02% | +446+6.1% | Added |
| Federated Hermes, Inc. | 7,766 | $369.1K | 0.00% | −31−0.4% | Reduced |
| Centaurus Financial, Inc. | 7,741 | $368.0K | 0.01% | −168−2.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,733 | $367.5K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7,727 | $367.3K | 0.05% | +7,096+1,124.6% | Added |
| Private Wealth Asset Management, LLC | 7,713 | $366.6K | 0.04% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 7,713 | $366.6K | 0.04% | +10.0% | Added |
| Capstone Financial Advisors, Inc. | 7,706 | $366.3K | 0.02% | +92+1.2% | Added |
| BankChampaign, National Association | 7,704 | $366.2K | 0.28% | +464+6.4% | Added |
| Verum Partners LLC | 7,695 | $365.7K | 0.06% | +138+1.8% | Added |
| ARS Investment Partners, LLC | 7,686 | $365.3K | 0.02% | +1,686+28.1% | Added |
| Veratis Advisors, Inc. | 7,662 | $364.2K | 0.26% | +7,662 | New |
| Cornerstone Select Advisors, LLC | 7,660 | $364.1K | 0.15% | +1,795+30.6% | Added |
| Vantus Wealth LLC | 7,651 | $363.7K | 0.19% | +7,651 | New |
| B&L Asset Management LLC | 7,650 | $363.6K | 0.13% | 00.0% | Unchanged |
| Sentinus, LLC | 7,649 | $363.6K | 0.03% | +67+0.9% | Added |
| Twinbeech Capital LP | 7,648 | $363.5K | 0.07% | +7,648 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,638 | $363.1K | 0.02% | +431+6.0% | Added |
| Red Wave Investments LLC | 7,633 | $362.8K | 0.09% | −452−5.6% | Reduced |
| Defiance ETFs, LLC | 7,502 | $362.6K | 0.01% | +1,368+22.3% | Added |
| Arjuna Capital | 7,604 | $361.4K | 0.08% | −10,811−58.7% | Reduced |
| Community Trust & Investment Co | 7,596 | $361.0K | 0.02% | 00.0% | Unchanged |
| Auxier Asset Management | 7,566 | $359.6K | 0.05% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 7,556 | $359.1K | 0.08% | +1,727+29.6% | Added |
| Syverson Strege & Co | 7,548 | $358.8K | 0.08% | −86−1.1% | Reduced |
| Hohimer Wealth Management, LLC | 7,541 | $358.4K | 0.04% | +39+0.5% | Added |
| HCR Wealth Advisors | 7,532 | $358.0K | 0.03% | +39+0.5% | Added |
| Master's Wealth Management Inc. | 7,513 | $357.1K | 0.11% | +633+9.2% | Added |
| Norway Savings Bank | 7,500 | $356.5K | 0.15% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 7,476 | $355.3K | 0.01% | +46+0.6% | Added |
| Collective Family Office LLC | 7,475 | $355.3K | 0.07% | −852−10.2% | Reduced |
| First Financial Bank - Trust Division | 7,458 | $354.5K | 0.03% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 7,434 | $353.3K | 0.14% | +9+0.1% | Added |
| CM Wealth Advisors LLC | 7,434 | $353.3K | 0.06% | −3,366−31.2% | Reduced |
| 55 North Private Wealth, LLC | 7,427 | $353.0K | 0.07% | +757+11.3% | Added |
| Valley National Advisers Inc | 7,409 | $352.2K | 0.04% | −167−2.2% | Reduced |
| Ridgewood Investments LLC | 7,404 | $351.9K | 0.13% | +7+0.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 7,373 | $350.4K | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 7,367 | $350.2K | 0.09% | +10.0% | Added |
| Lee-Kelleher Wealth Management | 7,363 | $350.0K | 0.18% | +163+2.3% | Added |
| Guardian Wealth Advisors, LLC | 7,358 | $349.7K | 0.02% | −54−0.7% | Reduced |
| Innovative Asset Advisors Group, LLC | 7,357 | $349.7K | 0.15% | −64−0.9% | Reduced |
| Scissortail Wealth Management, LLC | 7,350 | $349.4K | 0.07% | −383−5.0% | Reduced |
| Napier Financial, LLC | 7,290 | $346.5K | 0.07% | −4−0.1% | Reduced |
| BNC Wealth Management, LLC | 7,284 | $346.2K | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,268 | $345.4K | 0.03% | +7,268 | New |
| Cornerstone Management, Inc. | 7,262 | $345.2K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 7,252 | $344.7K | 0.08% | −279−3.7% | Reduced |
| Buckingham Strategic Partners | 7,249 | $344.6K | 0.00% | +7,249 | New |
| Gradient Investments LLC | 7,236 | $343.9K | 0.00% | +4+0.1% | Added |
| Everpar Advisors LLC | 7,233 | $343.8K | 0.10% | +212+3.0% | Added |
| Rock Point Advisors, LLC | 7,200 | $342.2K | 0.08% | 00.0% | Unchanged |
| Cache Advisors, LLC | 7,200 | $342.2K | 0.03% | 00.0% | Unchanged |
| Moneywise, Inc. | 7,169 | $340.8K | 0.13% | +651+10.0% | Added |
| Salem Investment Counselors Inc | 7,154 | $340.0K | 0.01% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 7,144 | $339.6K | 0.01% | +79+1.1% | Added |
| Optivise Advisory Services LLC | 7,142 | $339.4K | 0.17% | +730+11.4% | Added |
| Meritas Wealth Management, LLC | 7,140 | $339.4K | 0.13% | −541−7.0% | Reduced |
| Asset Planning,Inc | 7,078 | $336.4K | 0.22% | −496−6.5% | Reduced |
| Oxford Financial Group Ltd | 7,072 | $336.1K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 7,047 | $334.9K | 0.03% | −387−5.2% | Reduced |
| Calton & Associates, Inc. | 7,044 | $334.8K | 0.05% | +364+5.4% | Added |
| LRI Investments, LLC | 7,040 | $334.6K | 0.03% | −3,221−31.4% | Reduced |
| BIP Wealth, LLC | 7,032 | $334.2K | 0.01% | +1,668+31.1% | Added |
| Summit Asset Management, LLC | 7,008 | $333.1K | 0.04% | +10+0.1% | Added |
| Garner Asset Management Corp | 6,972 | $331.4K | 0.11% | −862−11.0% | Reduced |
| Flagship Harbor Advisors, LLC | 6,950 | $330.3K | 0.01% | −100−1.4% | Reduced |
| KCM Investment Advisors LLC | 6,949 | $330.3K | 0.01% | −160−2.3% | Reduced |
| Concord Wealth Partners | 6,936 | $329.7K | 0.04% | −10.0% | Reduced |
| Novem Group | 6,922 | $329.0K | 0.03% | +228+3.4% | Added |
| Soltis Investment Advisors LLC | 6,912 | $328.5K | 0.02% | +610+9.7% | Added |
| Defender Capital, LLC. | 6,910 | $328.4K | 0.11% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6,897 | $327.8K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 6,892 | $327.6K | 0.07% | 00.0% | Unchanged |
| GTS Securities LLC | 6,878 | $326.9K | 0.01% | −6,903−50.1% | Reduced |
| Warburton Capital Management, LLC | 6,868 | $326.0K | 0.13% | +54+0.8% | Added |
| ArrowMark Colorado Holdings LLC | 6,853 | $325.7K | 0.01% | −87−1.3% | Reduced |