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 |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 4,700 | $223.4K | 0.18% | +4,700 | New |
| Valley Brook Capital Group | 4,700 | $223.4K | 0.13% | +4,700 | New |
| Integrity Financial Corp | 4,694 | $223.1K | 0.11% | +4,694 | New |
| Wills Financial Group LLC | 4,693 | $223.0K | 0.08% | +14+0.3% | Added |
| Grandview Asset Management LLC | 4,689 | $222.9K | 0.06% | −197−4.0% | Reduced |
| Family Office Research LLC | 4,688 | $222.8K | 0.08% | +4,688 | New |
| DB&C Advisors, LLC | 4,688 | $222.8K | 0.24% | +4,688 | New |
| DWM Financial Group, Inc. | 6,146 | $222.8K | 0.20% | +6,146 | New |
| Fiduciary Alliance LLC | 4,681 | $222.5K | 0.02% | +4,681 | New |
| GK Wealth Management LLC | 4,673 | $222.1K | 0.13% | +4,673 | New |
| Unique Wealth, LLC | 4,664 | $221.7K | 0.03% | +4,664 | New |
| Coquina Private Wealth LLC | 4,652 | $221.1K | 0.15% | +4,652 | New |
| GLR Partners, LLC | 4,635 | $220.3K | 0.10% | +4,635 | New |
| Capital International Investors | 4,576 | $219.7K | 0.00% | +4,576 | New |
| Z3 Capital Partners, LLC | 4,615 | $219.4K | 0.05% | +4,615 | New |
| BSW Wealth Partners | 4,606 | $218.9K | 0.02% | +4,606 | New |
| Sage Private Wealth Group, LLC | 4,604 | $218.8K | 0.10% | −885−16.1% | Reduced |
| Towercrest Capital Management | 4,600 | $218.6K | 0.03% | +4,600 | New |
| Cornell Pochily Investment Advisors, Inc. | 4,590 | $218.2K | 0.06% | +4,590 | New |
| Bayforest Capital Ltd | 4,590 | $218.2K | 0.20% | +4,590 | New |
| Red Door Wealth Management, LLC | 4,577 | $217.6K | 0.02% | −1,209−20.9% | Reduced |
| Souders Financial Advisors | 4,567 | $217.1K | 0.02% | +4,567 | New |
| Owen LaRue, LLC | 4,543 | $215.9K | 0.08% | +4,543 | New |
| Ridgecrest Wealth Partners, LLC | 4,531 | $215.4K | 0.10% | +4,531 | New |
| Tradition Wealth Management, LLC | 4,525 | $215.1K | 0.01% | +4,525 | New |
| Somerset Trust Co | 4,523 | $215.0K | 0.06% | +4,523 | New |
| Kooman & Associates | 4,508 | $214.3K | 0.06% | +4,508 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 4,506 | $214.2K | 0.10% | +4,506 | New |
| OceanIQ Capital, LLC | 4,285 | $214.0K | 0.13% | +4,285 | New |
| Corps Capital Advisors, LLC | 4,500 | $213.9K | 0.17% | +4,500 | New |
| Total Wealth Planning & Management, Inc. | 4,500 | $213.9K | 0.16% | +4,500 | New |
| Adviser Investments LLC | 4,491 | $213.5K | 0.00% | +4,491 | New |
| Cromwell Holdings LLC | 4,487 | $213.3K | 0.10% | +1,077+31.6% | Added |
| Madison Asset Management, LLC | 4,475 | $212.7K | 0.00% | −1,713−27.7% | Reduced |
| Sippican Capital Advisors | 4,475 | $212.7K | 0.13% | +4,475 | New |
| Texas Capital Bank Wealth Management Services Inc | 4,474 | $212.6K | 0.01% | +4,474 | New |
| Clark & Stuart, Inc | 4,470 | $212.5K | 0.13% | +4,470 | New |
| Zinnia Wealth Advisory, LLC | 4,466 | $212.3K | 0.22% | +4,466 | New |
| REAP Financial Group, LLC | 4,451 | $211.5K | 0.04% | +1,032+30.2% | Added |
| Clark Asset Management, LLC | 4,447 | $211.4K | 0.02% | +4,447 | New |
| Smith, Moore & Co. | 4,445 | $211.3K | 0.01% | +4,445 | New |
| TRB Wealth Management, LLC | 4,439 | $211.0K | 0.03% | +4,439 | New |
| Thompson David Blair | 4,428 | $210.5K | 0.11% | −518−10.5% | Reduced |
| Smithbridge Asset Management Inc | 4,427 | $210.4K | 0.03% | −9,000−67.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,425 | $210.3K | 0.01% | +4,425 | New |
| CogentBlue Wealth Advisors, LLC | 4,415 | $209.8K | 0.12% | +4,415 | New |
| Bond & Devick Financial Network, Inc. | 4,405 | $209.4K | 0.05% | +4,405 | New |
| Guidance Capital, Inc | 4,111 | $209.2K | 0.04% | +4,111 | New |
| Argus Investors' Counsel, Inc. | 4,397 | $209.0K | 0.16% | +4,397 | New |
| Jim Saulnier & Associates, LLC | 4,392 | $208.8K | 0.08% | +4,392 | New |
| Excalibur Management Corp | 4,386 | $208.5K | 0.07% | +4,386 | New |
| Stewardship Advisors, LLC | 4,382 | $208.3K | 0.04% | +4,382 | New |
| 1015 Capital Partners, LLC | 4,375 | $207.9K | 0.17% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,294 | $207.5K | 0.01% | +4,294 | New |
| Colonial Trust Advisors | 4,356 | $207.0K | 0.01% | +375+9.4% | Added |
| Covenant Asset Management, LLC | 4,342 | $206.4K | 0.04% | +4,342 | New |
| Stronghold Wealth Management L.L.C. | 4,330 | $205.8K | 0.28% | −648−13.0% | Reduced |
| United Bank | 4,326 | $205.6K | 0.02% | +4,326 | New |
| Northern Oak Wealth Management Inc | 4,320 | $205.3K | 0.02% | +4,320 | New |
| Atlas Capital Advisors LLC | 4,318 | $205.2K | 0.02% | 00.0% | Unchanged |
| Atlas Wealth LLC | 4,314 | $205.0K | 0.03% | +4,314 | New |
| Westhampton Capital, LLC | 4,300 | $204.4K | 0.08% | +4,300 | New |
| SeaCrest Wealth Management, LLC | 4,290 | $203.9K | 0.02% | −1,663−27.9% | Reduced |
| True North Advisors, LLC | 4,285 | $203.7K | 0.02% | +4,285 | New |
| Stiles Financial Services Inc | 4,280 | $203.4K | 0.05% | +4,280 | New |
| Carr Financial Group Corp | 4,274 | $203.2K | 0.05% | +4,274 | New |
| Longboard Asset Management, LP | 4,270 | $203.0K | 3.40% | +4,270 | New |
| Slocum, Gordon & Co LLP | 4,250 | $202.0K | 0.13% | +4,250 | New |
| Dynamic Technology Lab Private Ltd | 4,257 | $202.0K | 0.05% | −21,962−83.8% | Reduced |
| Horst & Graben Wealth Management LLC | 4,180 | $202.0K | 0.03% | +4,180 | New |
| COFG Advisors, LLC | 4,249 | $201.9K | 0.03% | +4,249 | New |
| Amplius Wealth Advisors, LLC | 4,222 | $200.7K | 0.01% | +4,222 | New |
| Hamilton Capital, LLC | 4,221 | $200.6K | 0.01% | +4,221 | New |
| McMillan Office, Inc. | 4,200 | $199.6K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,100 | $194.9K | 0.08% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,072 | $193.6K | 0.02% | +430+11.8% | Added |
| Signature Equity Partners, LLC | 3,984 | $189.4K | 0.09% | +289+7.8% | Added |
| Cary Street Partner Investment Advisory LLC | 3,977 | $189.0K | 0.04% | +116+3.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 3,850 | $183.0K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,817 | $181.4K | 0.10% | −76−2.0% | Reduced |
| Union Savings Bank | 3,800 | $180.6K | 0.07% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 3,745 | $178.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 3,744 | $178.0K | 0.07% | +3,744 | New |
| Cassaday & Co Wealth Management LLC | 3,684 | $175.1K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3,645 | $173.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 3,636 | $172.8K | 0.04% | −989−21.4% | Reduced |
| Financial Gravity Companies, Inc. | 3,600 | $171.1K | 0.03% | +3,600 | New |
| Beacon Investment Advisory Services, Inc. | 3,594 | $170.8K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3,520 | $170.8K | 0.08% | 00.0% | Unchanged |
| Avalon Trust Co | 3,580 | $170.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,549 | $168.7K | 0.05% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3,534 | $168.0K | 0.03% | −13−0.4% | Reduced |
| Financial Management Professionals, Inc. | 3,456 | $164.3K | 0.02% | +16+0.5% | Added |
| Basepoint Wealth LLC | 3,450 | $164.0K | 0.09% | −297−7.9% | Reduced |
| Ankerstar Wealth, LLC | 3,432 | $163.2K | 0.14% | +9+0.3% | Added |
| Vision Financial Markets LLC | 3,400 | $161.6K | 0.14% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3,288 | $156.3K | 0.00% | +3,288 | New |
| Vanguard National Trust Co | 3,232 | $153.6K | 0.01% | 00.0% | Unchanged |
| Markowski Investments | 3,217 | $152.9K | 0.03% | +3,217 | New |
| Plante Moran Financial Advisors, LLC | 3,216 | $152.9K | 0.01% | +39+1.2% | Added |