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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 6,821 | $324.2K | 0.02% | +14+0.2% | Added |
| Circle Wealth Management, LLC | 6,812 | $323.8K | 0.00% | 00.0% | Unchanged |
| Farmers National Bank | 6,805 | $323.4K | 0.07% | −489−6.7% | Reduced |
| Bank of Hawaii | 6,780 | $322.3K | 0.02% | 00.0% | Unchanged |
| Middleton & Co Inc | 6,775 | $322.0K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 6,718 | $319.3K | 0.01% | −102−1.5% | Reduced |
| Thoma Capital Management LLC | 6,703 | $318.6K | 0.17% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,700 | $318.5K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 6,670 | $317.0K | 0.08% | −30.0% | Reduced |
| Havemeyer Place LP | 6,650 | $316.1K | 0.03% | +6,650 | New |
| Rothschild Investment LLC | 6,644 | $315.8K | 0.01% | +49+0.7% | Added |
| Fukoku Mutual Life Insurance Co | 6,638 | $315.5K | 0.02% | 00.0% | Unchanged |
| Polaris Investment Advisors, LLC | 6,624 | $314.8K | 0.20% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,580 | $312.7K | 0.05% | +27+0.4% | Added |
| Norris Perne & French LLP | 6,571 | $312.3K | 0.01% | +21+0.3% | Added |
| Access Financial Services, Inc. | 6,570 | $312.3K | 0.10% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 6,570 | $312.3K | 0.01% | +110+1.7% | Added |
| Front Row Advisors LLC | 6,240 | $311.6K | 0.09% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 6,501 | $309.0K | 0.10% | +448+7.4% | Added |
| Lakeridge Wealth Management LLC | 6,483 | $308.1K | 0.11% | +64+1.0% | Added |
| Venturi Wealth Management, LLC | 6,451 | $306.6K | 0.01% | −1,197−15.7% | Reduced |
| Fusion Capital, LLC | 6,444 | $306.3K | 0.07% | +5+0.1% | Added |
| Quantum Financial Advisors, LLC | 6,436 | $305.9K | 0.03% | +18+0.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,434 | $305.8K | 0.11% | +30.0% | Added |
| Fundamentun, LLC | 6,412 | $304.8K | 0.01% | −144−2.2% | Reduced |
| Summit Wealth Group LLC | 6,401 | $304.3K | 0.03% | +569+9.8% | Added |
| Keebeck Wealth Management, LLC | 6,398 | $304.1K | 0.03% | +6,398 | New |
| CVA Family Office, LLC | 6,372 | $302.8K | 0.03% | +139+2.2% | Added |
| Trust Co of Toledo NA | 6,360 | $302.3K | 0.03% | −147−2.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,357 | $302.1K | 0.01% | +1,195+23.1% | Added |
| Baker Avenue Asset Management, LP | 6,351 | $301.9K | 0.01% | +334+5.6% | Added |
| Haverford Trust Co | 6,329 | $300.8K | 0.00% | −485−7.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $300.6K | 0.02% | −22−0.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 6,320 | $300.4K | 0.17% | 00.0% | Unchanged |
| Keel Point, LLC | 6,316 | $300.2K | 0.02% | +6,316 | New |
| Beaton Management Co. Inc. | 6,315 | $300.0K | 0.12% | 00.0% | Unchanged |
| Country Trust Bank | 6,300 | $299.4K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 6,293 | $299.1K | 0.04% | +179+2.9% | Added |
| Allred Capital Management, LLC | 6,286 | $298.8K | 0.10% | −34−0.5% | Reduced |
| Boyd Watterson Asset Management LLC | 6,278 | $298.4K | 0.08% | −373−5.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 6,246 | $296.9K | 0.10% | −526−7.8% | Reduced |
| BCS Wealth Management | 6,240 | $296.6K | 0.05% | −178−2.8% | Reduced |
| Stirlingshire Investments, Inc. | 6,225 | $295.9K | 0.22% | +6,225 | New |
| Root Financial Partners, LLC | 6,194 | $294.4K | 0.01% | +1,025+19.8% | Added |
| Rosenberg Matthew Hamilton | 6,193 | $294.4K | 0.05% | +231+3.9% | Added |
| FC Advisory LLC | 6,191 | $294.3K | 0.08% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,184 | $293.9K | 0.02% | +331+5.7% | Added |
| Peak Retirement Planning, Inc. | 6,180 | $293.7K | 0.05% | +6,180 | New |
| Johnson Financial Group, LLC | 6,145 | $292.1K | 0.02% | +6,145 | New |
| Fortress Private Ledger, LLC | 6,141 | $291.9K | 0.08% | −241−3.8% | Reduced |
| MCF Advisors LLC | 6,141 | $291.9K | 0.01% | +115+1.9% | Added |
| IFG Advisors, LLC | 6,126 | $291.2K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,124 | $291.1K | 0.02% | −2,675−30.4% | Reduced |
| Heritage Trust Co | 6,124 | $291.1K | 0.03% | −111−1.8% | Reduced |
| Massmutual Trust Co FSB | 6,118 | $290.8K | 0.01% | −19−0.3% | Reduced |
| Main Street Financial Solutions, LLC | 6,115 | $290.6K | 0.02% | +540+9.7% | Added |
| Meadow Creek Wealth Advisors LLC | 6,109 | $290.4K | 0.18% | +6,109 | New |
| Spinnaker Investment Group, LLC | 6,093 | $289.6K | 0.05% | +671+12.4% | Added |
| WealthPoint Financial, LLC | 6,092 | $289.6K | 0.21% | −242−3.8% | Reduced |
| Insigneo Advisory Services, LLC | 6,086 | $289.3K | 0.01% | +167+2.8% | Added |
| Finward Bancorp | 6,072 | $288.6K | 0.22% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 6,060 | $288.0K | 0.07% | −703−10.4% | Reduced |
| Tennessee Valley Asset Management Partners | 6,050 | $287.6K | 0.03% | +6,050 | New |
| Roberts Glore & Co Inc | 6,042 | $287.2K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 6,036 | $286.9K | 0.34% | −300−4.7% | Reduced |
| Braun-Bostich & Associates Inc. | 6,028 | $286.5K | 0.16% | −41−0.7% | Reduced |
| GeoWealth Management, LLC | 6,017 | $286.0K | 0.01% | +1,016+20.3% | Added |
| Heartwood Wealth Advisors LLC | 6,005 | $285.4K | 0.02% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 6,000 | $285.2K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 6,000 | $285.2K | 0.03% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 5,990 | $284.7K | 0.04% | −45−0.7% | Reduced |
| Wexford Capital LP | 5,984 | $284.4K | 0.04% | +212+3.7% | Added |
| HBW Advisory Services LLC | 5,954 | $283.0K | 0.03% | −33−0.6% | Reduced |
| Quent Capital, LLC | 5,952 | $282.9K | 0.02% | +79+1.3% | Added |
| M.E. Allison & Co., Inc. | 5,933 | $282.0K | 0.16% | −826−12.2% | Reduced |
| Range Advisory, LLC | 5,918 | $281.3K | 0.03% | +5,918 | New |
| Holistic Planning, LLC | 5,900 | $280.4K | 0.04% | +37+0.6% | Added |
| Little House Capital LLC | 5,872 | $279.1K | 0.06% | 00.0% | Unchanged |
| Weiss Asset Management LP | 5,861 | $278.6K | 0.00% | +5,861 | New |
| Parkshore Wealth Management, Inc. | 5,846 | $277.8K | 0.08% | −7−0.1% | Reduced |
| Atlas Brown,Inc. | 5,828 | $277.0K | 0.07% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 5,820 | $276.6K | 0.04% | −177−3.0% | Reduced |
| Invera Wealth Advisors, LLC | 5,803 | $275.8K | 0.15% | +5,803 | New |
| Caliber Wealth Management, LLC | 5,790 | $275.2K | 0.03% | +5,790 | New |
| Claret Asset Management Corp | 5,794 | $275.0K | 0.03% | −2,254−28.0% | Reduced |
| One Charles Private Wealth Services, LLC | 5,771 | $274.3K | 0.06% | +69+1.2% | Added |
| Roan Capital Partners | 5,770 | $274.2K | 0.23% | +68+1.2% | Added |
| Camden Capital, LLC | 5,756 | $273.6K | 0.01% | −78−1.3% | Reduced |
| Cheviot Value Management, LLC | 5,730 | $272.3K | 0.03% | 00.0% | Unchanged |
| Wealth Management Nebraska | 5,706 | $271.2K | 0.02% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 5,408 | $271.0K | 0.20% | −269−4.7% | Reduced |
| Carderock Capital Management Inc | 5,700 | $270.9K | 0.06% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,694 | $270.6K | 0.07% | +5,694 | New |
| Eagle Strategies LLC | 5,677 | $269.9K | 0.03% | +5,677 | New |
| Segment Wealth Management, LLC | 5,664 | $269.2K | 0.01% | −160−2.7% | Reduced |
| Abacus Planning Group, Inc. | 5,661 | $269.1K | 0.03% | −613−9.8% | Reduced |
| CFM Wealth Partners LLC | 5,657 | $268.9K | 0.03% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 5,631 | $267.6K | 0.16% | −648−10.3% | Reduced |
| Mindset Wealth Management, LLC | 5,612 | $266.7K | 0.05% | −7,800−58.2% | Reduced |
| RAM Investment Partners, LLC | 5,601 | $266.2K | 0.04% | +46+0.8% | Added |