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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 3,167 | $150.5K | 0.00% | +17+0.5% | Added |
| Paladin Advisory Group, LLC | 3,162 | $150.3K | 0.10% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,142 | $149.3K | 0.01% | +211+7.2% | Added |
| MidFirst Bank | 3,087 | $146.7K | 0.01% | +40+1.3% | Added |
| CDKV Holdings LLC | 3,067 | $145.8K | 0.11% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 3,032 | $144.1K | 0.02% | −968−24.2% | Reduced |
| Fortis Group Advisors, LLC | 3,015 | $143.3K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 143,248 | $143.2K | 0.02% | +31,334+28.0% | Added |
| Kimelman & Baird, LLC | 3,000 | $142.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,979 | $141.6K | 0.01% | +3+0.1% | Added |
| Meramec Financial Planners, LLC | 2,685 | $139.1K | 0.05% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 2,925 | $139.0K | 0.07% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2,920 | $138.8K | 0.02% | +613+26.6% | Added |
| McDonald Partners LLC | 2,913 | $138.4K | 0.03% | +2,913 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,850 | $135.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,842 | $135.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,801 | $133.1K | 0.01% | −277−9.0% | Reduced |
| Gleason Group, Inc. | 2,772 | $131.8K | 0.01% | +116+4.4% | Added |
| TFC Financial Management | 2,733 | $129.9K | 0.01% | +300+12.3% | Added |
| Providence Capital Advisors, LLC | 2,700 | $128.3K | 0.02% | +2,700 | New |
| Swiss Re Ltd | 2,698 | $128.2K | 0.01% | +2,698 | New |
| Capital Advisors, Ltd. LLC | 2,676 | $127.0K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 2,655 | $126.2K | 0.01% | +201+8.2% | Added |
| Glen Eagle Advisors, LLC | 2,630 | $125.0K | 0.02% | +25+1.0% | Added |
| Aventura Private Wealth, LLC | 2,630 | $125.0K | 0.04% | +871+49.5% | Added |
| Beaird Harris Wealth Management, LLC | 2,617 | $124.4K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,557 | $121.6K | 0.01% | −923−26.5% | Reduced |
| Kerr Financial Planning Corp | 2,538 | $120.6K | 0.13% | +10.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,530 | $120.3K | 0.03% | +450+21.6% | Added |
| Gs Investments, Inc. | 2,500 | $118.8K | 0.09% | −200−7.4% | Reduced |
| Tacita Capital Inc | 2,490 | $118.3K | 0.06% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 2,471 | $117.4K | 0.01% | +2,471 | New |
| Silver Grove Financial Group, Inc. | 2,420 | $115.0K | 0.06% | +2,420 | New |
| Avion Wealth | 2,434 | $115.0K | 0.02% | +245+11.2% | Added |
| Asset Dedication, LLC | 2,395 | $113.8K | 0.01% | −1,212−33.6% | Reduced |
| Salomon & Ludwin, LLC | 2,341 | $113.1K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 2,364 | $112.4K | 0.03% | +201+9.3% | Added |
| Guardian Partners Inc. | 2,355 | $111.9K | 0.01% | +2,355 | New |
| Cornerstone Planning Group LLC | 2,231 | $111.4K | 0.01% | −120−5.1% | Reduced |
| Axiom Investment Management LLC | 2,340 | $111.2K | 0.07% | −360−13.3% | Reduced |
| Sankala Group LLC | 2,188 | $110.1K | 0.07% | +7+0.3% | Added |
| Beacon Financial Strategies CORP | 2,298 | $109.2K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,284 | $109.0K | 0.00% | −17−0.7% | Reduced |
| Bernard Wealth Management Corp. | 2,286 | $108.7K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,252 | $107.1K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,222 | $105.6K | 0.01% | −287−11.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,206 | $104.9K | 0.01% | +2,206 | New |
| Silvant Capital Management LLC | 2,199 | $104.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,193 | $104.2K | 0.02% | +5+0.2% | Added |
| Northstar Asset Management LLC | 1,940 | $103.3K | 0.02% | +1,940 | New |
| Mark Sheptoff Financial Planning, LLC | 2,150 | $102.2K | 0.05% | +850+65.4% | Added |
| Corsicana & Co. | 2,148 | $102.1K | 0.05% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,106 | $100.1K | 0.01% | +6+0.3% | Added |
| Manchester Capital Management LLC | 2,097 | $99.7K | 0.01% | +217+11.5% | Added |
| Provenance Wealth Advisors, LLC | 2,096 | $99.6K | 0.01% | 00.0% | Unchanged |
| Trust Co | 2,080 | $98.9K | 0.01% | +90+4.5% | Added |
| Synergy Investment Management, LLC | 1,935 | $98.0K | 0.02% | +1,848+2,124.1% | Added |
| BankPlus Trust Department | 2,043 | $97.1K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,041 | $97.0K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,034 | $96.7K | 0.03% | +2,034 | New |
| Bruce G. Allen Investments, LLC | 2,020 | $96.0K | 0.06% | +36+1.8% | Added |
| Bank of New Hampshire | 2,000 | $95.1K | 0.02% | +2,000 | New |
| Fortitude Family Office, LLC | 1,968 | $93.5K | 0.02% | +567+40.5% | Added |
| Burnham & Co LLC | 1,950 | $92.7K | 0.07% | +1,950 | New |
| Kelly Lawrence W & Associates Inc | 1,950 | $92.7K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,945 | $92.4K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,925 | $91.5K | 0.00% | +1,925 | New |
| Caldwell Sutter Capital, Inc. | 1,901 | $90.4K | 0.03% | +385+25.4% | Added |
| Community Financial Services Group, LLC | 1,800 | $87.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,811 | $86.1K | 0.01% | +71+4.1% | Added |
| Acima Private Wealth, LLC | 1,800 | $85.6K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 1,800 | $85.6K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,709 | $81.2K | 0.02% | +4+0.2% | Added |
| Bullock Wealth Management Group | 1,659 | $80.2K | 0.03% | +2+0.1% | Added |
| Clear Street Markets LLC | 1,684 | $80.0K | 0.02% | +1,684 | New |
| UMA Financial Services, Inc. | 1,683 | $80.0K | 0.01% | +100+6.3% | Added |
| Strategic Wealth Advisors LLC | 2,190 | $79.0K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,652 | $78.5K | 0.01% | +52+3.3% | Added |
| Hallmark Capital Management Inc | 1,650 | $78.4K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,628 | $77.4K | 0.02% | +40+2.5% | Added |
| Nemes Rush Group LLC | 1,626 | $77.3K | 0.01% | +5+0.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,620 | $77.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,595 | $75.8K | 0.00% | +94+6.3% | Added |
| Compass Financial Management LLC | 1,526 | $75.0K | 0.01% | +1,526 | New |
| Proffitt & Goodson Inc | 1,557 | $74.0K | 0.01% | −1,084−41.0% | Reduced |
| Webster Bank, N. A. | 1,538 | $73.1K | 0.01% | +38+2.5% | Added |
| Orion Capital Management LLC | 1,527 | $72.6K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 1,500 | $71.3K | 0.06% | +4+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $71.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,448 | $68.8K | 0.01% | +247+20.6% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,420 | $67.5K | 0.21% | −3,321−70.0% | Reduced |
| Godsey & Gibb Associates | 1,388 | $66.0K | 0.01% | −300−17.8% | Reduced |
| Gen-Wealth Partners Inc | 1,382 | $65.7K | 0.02% | −105−7.1% | Reduced |
| Southern Michigan Bank & Trust | 1,371 | $65.2K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,280 | $60.8K | 0.06% | +14+1.1% | Added |
| Millstone Evans Group, LLC | 1,239 | $58.9K | 0.03% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,227 | $58.3K | 0.02% | +1,227 | New |
| Lavaca Capital LLC | 1,200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,189 | $56.5K | 0.02% | −79−6.2% | Reduced |
| SHP Wealth Management | 1,165 | $55.4K | 0.00% | +64+5.8% | Added |