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 |
|---|---|---|---|---|---|
| Pine Haven Investment Counsel, Inc | 5,600 | $266.2K | 0.18% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 5,591 | $265.7K | 0.25% | −100−1.8% | Reduced |
| 180 Wealth Advisors, LLC | 5,573 | $264.9K | 0.03% | −248−4.3% | Reduced |
| KPP Advisory Services LLC | 5,571 | $264.8K | 0.03% | −25−0.4% | Reduced |
| Second Half Financial Partners, LLC | 5,534 | $263.0K | 0.11% | +5,534 | New |
| Income Insurance Ltd | 5,530 | $262.8K | 0.16% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 5,519 | $262.3K | 0.03% | +165+3.1% | Added |
| Moss Adams Wealth Advisors LLC | 5,518 | $262.3K | 0.02% | +177+3.3% | Added |
| Gamco Investors, Inc. Et Al | 5,512 | $262.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 5,509 | $261.8K | 0.40% | +5,509 | New |
| One Wealth Capital Management, LLC | 5,508 | $261.8K | 0.07% | +5,508 | New |
| Capital Square, LLC | 5,297 | $261.7K | 0.12% | +5+0.1% | Added |
| ESG Planning | 5,499 | $261.4K | 0.09% | +16+0.3% | Added |
| White Pine Capital LLC | 5,492 | $261.0K | 0.06% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 5,465 | $259.8K | 0.08% | −6,296−53.5% | Reduced |
| Fieldview Capital Management, LLC | 5,428 | $258.0K | 0.07% | −3,024−35.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,424 | $257.8K | 0.05% | 00.0% | Unchanged |
| Thayer Partners, LLC | 5,417 | $257.5K | 0.11% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 5,380 | $256.1K | 0.01% | +50+0.9% | Added |
| S&CO Inc | 5,400 | $256.0K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 5,316 | $252.7K | 0.11% | +15+0.3% | Added |
| Barr E S & Co | 5,307 | $252.2K | 0.01% | −700−11.7% | Reduced |
| Armis Advisers, LLC | 5,167 | $252.2K | 0.02% | +340+7.0% | Added |
| CenterBook Partners LP | 5,290 | $251.4K | 0.01% | +158+3.1% | Added |
| Jacobs Levy Equity Management, Inc | 5,283 | $251.1K | 0.00% | −313,786−98.3% | Reduced |
| Kathmere Capital Management, LLC | 5,282 | $251.1K | 0.01% | −1,137−17.7% | Reduced |
| Natural Investments, LLC | 5,290 | $251.0K | 0.06% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,272 | $250.6K | 0.07% | +5,272 | New |
| Portfolio Design Labs, LLC | 5,269 | $250.4K | 0.04% | −9−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,267 | $250.4K | 0.01% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 5,250 | $249.5K | 0.06% | 00.0% | Unchanged |
| Base Wealth Management LLC | 5,234 | $248.8K | 0.12% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 5,227 | $248.5K | 0.05% | +5,227 | New |
| Welch Group, LLC | 5,226 | $248.4K | 0.01% | +5,226 | New |
| Capula Management Ltd | 5,224 | $248.3K | 0.00% | +5,224 | New |
| Charter Research & Investment Group, Inc. | 5,221 | $248.2K | 0.15% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 5,218 | $248.0K | 0.04% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 5,166 | $245.5K | 0.03% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 5,154 | $245.0K | 0.03% | −35−0.7% | Reduced |
| Turning Point Benefit Group, Inc. | 5,122 | $243.8K | 0.10% | +148+3.0% | Added |
| A4 Wealth Advisors LLC | 5,120 | $243.4K | 0.16% | −1,660−24.5% | Reduced |
| JT Stratford LLC | 5,106 | $242.7K | 0.03% | +154+3.1% | Added |
| Waddell & Associates, LLC | 5,104 | $242.6K | 0.01% | +203+4.1% | Added |
| Kirkwood Financial Services | 5,095 | $242.2K | 0.07% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 5,082 | $241.5K | 0.11% | +5,082 | New |
| Sound Income Strategies, LLC | 5,075 | $241.2K | 0.01% | −995−16.4% | Reduced |
| Widmann Financial Services, Inc. | 5,066 | $240.8K | 0.13% | +10.0% | Added |
| Onefund, LLC | 5,065 | $240.7K | 0.14% | −54−1.1% | Reduced |
| Cypress Wealth Services, LLC | 5,045 | $239.8K | 0.03% | −69−1.3% | Reduced |
| Chapman Financial Group, LLC | 5,042 | $239.6K | 0.16% | 00.0% | Unchanged |
| Key Financial Inc | 5,025 | $238.8K | 0.04% | −60−1.2% | Reduced |
| First Heartland Consultants, Inc. | 5,025 | $238.8K | 0.02% | −6−0.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,013 | $238.3K | 0.01% | +5,013 | New |
| M3 Advisory Group, LLC | 5,002 | $237.7K | 0.12% | +68+1.4% | Added |
| Harvey Capital Management Inc | 5,000 | $237.7K | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 4,999 | $237.6K | 0.08% | −20.0% | Reduced |
| McAdam, LLC | 4,976 | $236.5K | 0.01% | +4,976 | New |
| Sym Financial Corp | 4,975 | $236.5K | 0.02% | +43+0.9% | Added |
| Vickerman Investment Advisors, Inc. | 4,974 | $236.4K | 0.05% | 00.0% | Unchanged |
| Nvest Financial, LLC | 4,973 | $236.3K | 0.07% | +13+0.3% | Added |
| Joule Financial, LLC | 4,971 | $236.3K | 0.06% | −2,024−28.9% | Reduced |
| Stablepoint Partners, LLC | 4,968 | $236.1K | 0.03% | 00.0% | Unchanged |
| Roxbury Financial LLC | 4,960 | $235.8K | 0.19% | +8+0.2% | Added |
| Werba Rubin Papier Wealth Management | 4,951 | $235.3K | 0.03% | +77+1.6% | Added |
| Rockland Trust Co | 4,950 | $235.3K | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,950 | $235.3K | 0.01% | +4,950 | New |
| LeConte Wealth Management, LLC | 4,946 | $235.1K | 0.13% | +4,946 | New |
| Journey Retirement Planning & Investment Management LLC | 4,938 | $234.7K | 0.18% | +4,938 | New |
| Eddie Patel Inc | 4,937 | $234.6K | 0.14% | +4,937 | New |
| Michael Brady & Co., LLC | 4,936 | $234.6K | 0.21% | −445−8.3% | Reduced |
| Verus Financial Partners, Inc. | 4,936 | $234.6K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,908 | $233.3K | 0.07% | +7+0.1% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,899 | $232.9K | 0.07% | +14+0.3% | Added |
| Financial Symmetry Inc | 4,895 | $232.7K | 0.08% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,885 | $232.2K | 0.00% | +4,885 | New |
| Safeguard Investment Advisory Group, LLC | 4,877 | $231.8K | 0.05% | +4,877 | New |
| Plancorp, LLC | 4,669 | $231.8K | 0.01% | −83−1.7% | Reduced |
| Pointe Capital Management LLC | 4,860 | $231.0K | 0.10% | +4,860 | New |
| PEAK6 LLC | 4,859 | $230.9K | 0.01% | +4,859 | New |
| Legacy Financial Strategies, LLC | 4,853 | $230.7K | 0.04% | +4,853 | New |
| Berger Financial Group, Inc | 4,848 | $230.4K | 0.01% | −320−6.2% | Reduced |
| Sigma Investment Counselors Inc | 4,841 | $230.1K | 0.01% | +4,841 | New |
| Ingalls & Snyder LLC | 4,831 | $230.0K | 0.01% | −200−4.0% | Reduced |
| Patten & Patten Inc | 4,837 | $229.9K | 0.01% | +4,837 | New |
| Englebert Financial Advisers, LLC | 4,823 | $229.2K | 0.23% | +4,823 | New |
| Sentinel Pension Advisors Inc | 4,516 | $229.2K | 0.03% | +4,516 | New |
| Kendall Capital Management | 4,804 | $228.3K | 0.04% | +4,804 | New |
| Ade, LLC | 4,800 | $228.1K | 0.10% | +4,800 | New |
| Silvia McColl Wealth Management, LLC | 4,800 | $228.1K | 0.14% | +4,800 | New |
| Guilbault Capital LLC | 4,800 | $228.1K | 0.23% | +4,800 | New |
| Pacific Excel Wealth Advisors, Inc. | 4,799 | $228.1K | 0.09% | +4,799 | New |
| Heritage Family Offices, LLP | 4,799 | $228.1K | 0.09% | +4,799 | New |
| Founders Grove Wealth Partners, LLC | 4,776 | $227.0K | 0.05% | +4,776 | New |
| Van Cleef Asset Management,Inc | 4,755 | $226.0K | 0.02% | +4,755 | New |
| Legacy Wealth Advisors, LLC | 4,746 | $225.6K | 0.10% | +4,746 | New |
| Interchange Capital Partners, LLC | 4,744 | $225.5K | 0.04% | +4,744 | New |
| DT Investment Partners, LLC | 4,740 | $225.3K | 0.02% | 00.0% | Unchanged |
| Storen Legacy Partners, LLC | 4,727 | $224.7K | 0.06% | +4,727 | New |
| Spreng Capital Management, Inc. | 4,714 | $224.1K | 0.08% | +4,714 | New |
| Old Point Trust & Financial Services N A | 4,700 | $223.4K | 0.07% | −1,000−17.5% | Reduced |