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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 1,160 | $55.1K | 0.00% | +1,160 | New |
| Prosperity Bancshares Inc | 1,148 | $54.6K | 0.04% | −633−35.5% | Reduced |
| YANKCOM Partnership | 1,142 | $54.3K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,140 | $54.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,098 | $52.2K | 0.00% | −4,079−78.8% | Reduced |
| True Wealth Design, LLC | 1,081 | $51.4K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,051 | $50.0K | 0.00% | +928+754.5% | Added |
| Barrett & Company, Inc. | 1,046 | $49.7K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,022 | $48.6K | 0.02% | +3+0.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 1,020 | $48.5K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,015 | $48.2K | 0.00% | −1−0.1% | Reduced |
| Vision Retirement, LLC | 1,013 | $48.2K | 0.01% | +3+0.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,007 | $47.9K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,000 | $47.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 969 | $46.1K | 0.00% | −704−42.1% | Reduced |
| Fourth Dimension Wealth, LLC | 968 | $46.0K | 0.01% | +68+7.6% | Added |
| Clark Wealth Partners | 959 | $45.6K | 0.03% | +1+0.1% | Added |
| Park Place Capital Corp | 945 | $44.9K | 0.01% | −7−0.7% | Reduced |
| PlanVest Financial, Inc | 928 | $44.1K | 0.03% | +3+0.3% | Added |
| Kennebec Savings Bank | 917 | $43.6K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 909 | $43.2K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $42.8K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 879 | $41.8K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 870 | $41.4K | 0.02% | +3+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 867 | $41.2K | 0.00% | +867 | New |
| IMA Wealth, Inc. | 850 | $40.4K | 0.00% | +752+767.3% | Added |
| Wilkerson Advisory Group LLC | 847 | $40.3K | 0.01% | +18+2.2% | Added |
| Fairscale Capital, LLC | 845 | $40.2K | 0.02% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 844 | $40.1K | 0.01% | −1−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 839 | $39.9K | 0.00% | −66−7.3% | Reduced |
| Joseph Group Capital Management | 833 | $39.6K | 0.01% | +310+59.3% | Added |
| WPG Advisers, LLC | 827 | $39.3K | 0.02% | +441+114.2% | Added |
| Coston, McIsaac & Partners | 836 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 807 | $38.4K | 0.02% | +50+6.6% | Added |
| Monetary Management Group Inc | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 789 | $37.5K | 0.05% | 00.0% | Unchanged |
| Robinswood Financial LLC | 787 | $37.4K | 0.01% | +2+0.3% | Added |
| Tounjian Advisory Partners, LLC | 783 | $37.2K | 0.02% | −55,513−98.6% | Reduced |
| Align Financial, LLC | 777 | $36.9K | 0.02% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 754 | $36.7K | 0.02% | +754 | New |
| MPWM Advisory Solutions, LLC | 754 | $35.8K | 0.02% | +51+7.3% | Added |
| Albion Financial Group | 750 | $35.6K | 0.00% | −22−2.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 750 | $35.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 724 | $34.4K | 0.00% | +110+17.9% | Added |
| Pacific Center for Financial Services | 720 | $34.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 720 | $34.2K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 720 | $34.2K | 0.03% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 719 | $34.2K | 0.01% | +62+9.4% | Added |
| Midwest Capital Advisors, LLC | 712 | $33.8K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 712 | $33.8K | 0.00% | +51+7.7% | Added |
| Rational Advisors LLC | 700 | $33.3K | 0.00% | +75+12.0% | Added |
| First National Bank | 700 | $33.3K | 0.01% | +700 | New |
| Arlington Trust Co LLC | 681 | $32.4K | 0.00% | +250+58.0% | Added |
| Darwin Advisors, LLC | 676 | $32.1K | 0.01% | +2+0.3% | Added |
| Thompson Investment Management, Inc. | 675 | $32.1K | 0.00% | −150−18.2% | Reduced |
| SJS Investment Consulting Inc. | 655 | $31.1K | 0.00% | −1,270−66.0% | Reduced |
| Raffa Wealth Management, LLC | 635 | $30.2K | 0.00% | −66−9.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 632 | $30.0K | 0.02% | −10−1.6% | Reduced |
| NBH Bank | 632 | $30.0K | 0.01% | +632 | New |
| Manning & Napier Advisors LLC | 618 | $29.7K | 0.00% | −157,877−99.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 612 | $29.1K | 0.00% | +46+8.1% | Added |
| Pin Oak Investment Advisors Inc | 600 | $29.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 606 | $28.8K | 0.01% | −519−46.1% | Reduced |
| Highline Wealth Partners LLC | 606 | $28.8K | 0.01% | +23+3.9% | Added |
| Ameriflex Group, Inc. | 603 | $28.7K | 0.01% | +575+2,053.6% | Added |
| Pinnacle Bancorp, Inc. | 600 | $28.5K | 0.01% | −729−54.9% | Reduced |
| Hickory Point Bank & Trust | 600 | $28.5K | 0.02% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 600 | $28.5K | 0.04% | 00.0% | Unchanged |
| Motco | 600 | $28.5K | 0.00% | +41+7.3% | Added |
| Peoples Financial Services Corp. | 600 | $28.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 594 | $28.2K | 0.02% | +83+16.2% | Added |
| Bogart Wealth, LLC | 581 | $27.6K | 0.00% | +244+72.4% | Added |
| Alpine Bank Wealth Management | 581 | $27.6K | 0.00% | +581 | New |
| N.E.W. Advisory Services LLC | 574 | $27.3K | 0.00% | +257+81.1% | Added |
| CNB Bank | 570 | $27.1K | 0.01% | −319−35.9% | Reduced |
| Catalyst Capital Advisors LLC | 566 | $26.9K | 0.00% | −20−3.4% | Reduced |
| Creative Capital Management Investments LLC | 544 | $25.9K | 0.01% | +204+60.0% | Added |
| Archer Investment Corp | 540 | $25.7K | 0.00% | 00.0% | Unchanged |
| Axxion S.A. | 527 | $25.0K | 0.00% | +527 | New |
| Signature Resources Capital Management, LLC | 521 | $24.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 520 | $24.7K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 507 | $24.1K | 0.00% | +96+23.4% | Added |
| Retirement Wealth Solutions LLC | 506 | $24.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 506 | $24.1K | 0.01% | +95+23.1% | Added |
| Timbuktu Capital Management, LLC | 500 | $23.8K | 0.04% | +500 | New |
| Noble Wealth Management PBC | 486 | $23.1K | 0.01% | +36+8.0% | Added |
| Insight Financial Services | 461 | $21.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 453 | $21.5K | 0.00% | +153+51.0% | Added |
| United Financial Planning Group LLC | 447 | $21.2K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 413 | $19.6K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 405 | $19.3K | 0.01% | −1,080−72.7% | Reduced |
| Mascoma Wealth Management LLC | 405 | $19.3K | 0.00% | −313−43.6% | Reduced |
| Covestor Ltd | 408 | $19.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 398 | $18.9K | 0.01% | +74+22.8% | Added |
| Bare Financial Services, Inc | 389 | $18.5K | 0.00% | +143+58.1% | Added |
| Bay Harbor Wealth Management, LLC | 358 | $17.0K | 0.00% | +82+29.7% | Added |
| Entrust Financial LLC | 353 | $16.8K | 0.01% | −4−1.1% | Reduced |
| Financial Avengers, Inc. | 349 | $16.6K | 0.01% | +1+0.3% | Added |
| Evolution Wealth Management Inc. | 346 | $16.4K | 0.01% | +37+12.0% | Added |
| Westfuller Advisors, LLC | 343 | $16.3K | 0.01% | −36−9.5% | Reduced |