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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 47,438 | $2.25M | 0.03% | +2,215+4.9% | Added |
| Nilsine Partners, LLC | 47,258 | $2.25M | 0.16% | +714+1.5% | Added |
| Ancora Advisors, LLC | 46,969 | $2.23M | 0.04% | +713+1.5% | Added |
| IHT Wealth Management, LLC | 46,894 | $2.23M | 0.05% | +1,624+3.6% | Added |
| TD Private Client Wealth LLC | 46,874 | $2.23M | 0.04% | −5,349−10.2% | Reduced |
| Eastern Bank | 46,792 | $2.22M | 0.03% | −150.0% | Reduced |
| Jacobi Capital Management LLC | 46,786 | $2.22M | 0.11% | −236−0.5% | Reduced |
| Union Bancaire Privee, UBP SA | 52,076 | $2.18M | 0.03% | −1,514−2.8% | Reduced |
| Mission Wealth Management, LP | 45,713 | $2.17M | 0.03% | +22,054+93.2% | Added |
| Callan Family Office, LLC | 45,678 | $2.17M | 0.04% | −3,250−6.6% | Reduced |
| Aspen Investment Management Inc | 45,386 | $2.16M | 0.58% | −73−0.2% | Reduced |
| Farmers & Merchants Investments Inc | 45,122 | $2.14M | 0.05% | −50.0% | Reduced |
| Medallion Wealth Advisors, LLC | 45,010 | $2.14M | 0.71% | +100.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 45,006 | $2.14M | 0.13% | +963+2.2% | Added |
| Fiduciary Group LLC | 44,820 | $2.13M | 0.17% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 44,688 | $2.13M | 0.00% | −28,193−38.7% | Reduced |
| Kanawha Capital Management LLC | 44,657 | $2.12M | 0.14% | +180.0% | Added |
| Fifth Third Wealth Advisors LLC | 44,609 | $2.12M | 0.06% | +2,246+5.3% | Added |
| Resources Investment Advisors, LLC. | 44,033 | $2.09M | 0.02% | −3,183−6.7% | Reduced |
| Chapin Davis, Inc. | 43,970 | $2.09M | 0.37% | −17,076−28.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 43,909 | $2.09M | 0.04% | −5,123−10.4% | Reduced |
| Ninepoint Partners LP | 43,732 | $2.08M | 0.19% | 00.0% | Unchanged |
| Fiduciary Trust Co | 43,661 | $2.08M | 0.02% | −1,686−3.7% | Reduced |
| Integrated Wealth Concepts LLC | 43,634 | $2.07M | 0.01% | +3,750+9.4% | Added |
| Raiffeisen Bank International AG | 42,918 | $2.06M | 0.02% | +2,055+5.0% | Added |
| ISAM Funds (UK) Ltd | 43,200 | $2.05M | 1.45% | +43,200 | New |
| AMG National Trust Bank | 43,002 | $2.04M | 0.04% | −112,711−72.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 42,853 | $2.04M | 0.09% | −1,018−2.3% | Reduced |
| Charter Capital Management, LLC | 41,984 | $2.00M | 0.88% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 41,737 | $1.98M | 0.01% | −4,672−10.1% | Reduced |
| Leavell Investment Management, Inc. | 41,291 | $1.96M | 0.07% | −1,220−2.9% | Reduced |
| Smithfield Trust Co | 41,106 | $1.95M | 0.08% | −1,140−2.7% | Reduced |
| Community Bank of Raymore | 41,027 | $1.95M | 1.15% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 40,897 | $1.94M | 1.17% | −10.0% | Reduced |
| Silvercrest Asset Management Group LLC | 40,662 | $1.93M | 0.01% | −368,901−90.1% | Reduced |
| Cohen Klingenstein LLC | 40,500 | $1.92M | 0.06% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 40,384 | $1.92M | 0.05% | −116−0.3% | Reduced |
| Hilltop National Bank | 40,317 | $1.92M | 0.41% | −2,329−5.5% | Reduced |
| Valeo Financial Advisors, LLC | 40,304 | $1.92M | 0.04% | +1,078+2.7% | Added |
| Pitcairn Wealth Advisors LLC | 40,287 | $1.91M | 0.21% | +18,687+86.5% | Added |
| Kinneret Advisory, LLC | 40,156 | $1.91M | 0.15% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 40,011 | $1.90M | 0.02% | +6,958+21.1% | Added |
| Everhart Financial Group, Inc. | 39,812 | $1.89M | 0.12% | +653+1.7% | Added |
| Ballentine Partners, LLC | 39,743 | $1.89M | 0.02% | +900+2.3% | Added |
| Counterweight Ventures, LLC | 39,637 | $1.88M | 0.94% | −601−1.5% | Reduced |
| Southeast Asset Advisors Inc. | 39,482 | $1.88M | 0.19% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 39,285 | $1.87M | 0.71% | +275+0.7% | Added |
| Ethos Capital Management, Inc. | 39,262 | $1.87M | 1.33% | +39,262 | New |
| Marco Investment Management LLC | 39,138 | $1.86M | 0.12% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 39,100 | $1.86M | 0.18% | −61,400−61.1% | Reduced |
| Busey Wealth Management | 39,013 | $1.85M | 0.04% | −754−1.9% | Reduced |
| Conway Capital Management, Inc. | 39,000 | $1.85M | 0.83% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 38,988 | $1.85M | 0.07% | +1,271+3.4% | Added |
| Sterling Capital Management LLC | 38,871 | $1.85M | 0.03% | +3,434+9.7% | Added |
| Outfitter Financial LLC | 38,840 | $1.85M | 1.29% | −420−1.1% | Reduced |
| Sumitomo Life Insurance Co | 38,787 | $1.84M | 0.03% | −2,336−5.7% | Reduced |
| Mount Vernon Associates Inc | 38,750 | $1.84M | 1.20% | −1,550−3.8% | Reduced |
| Firethorn Wealth Partners, LLC | 38,754 | $1.84M | 0.59% | +87+0.2% | Added |
| Associated Banc-Corp | 38,740 | $1.84M | 0.04% | −165−0.4% | Reduced |
| Sigma Planning Corp | 38,710 | $1.84M | 0.05% | −1,064−2.7% | Reduced |
| Vestcor Inc | 38,520 | $1.83M | 0.05% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 38,511 | $1.83M | 0.06% | +13,801+55.9% | Added |
| CoreCap Advisors, LLC | 38,426 | $1.83M | 0.05% | −65−0.2% | Reduced |
| Smartleaf Asset Management LLC | 38,020 | $1.83M | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 38,378 | $1.82M | 0.41% | +1,525+4.1% | Added |
| Tradewinds, LLC. | 39,858 | $1.82M | 0.57% | +13,876+53.4% | Added |
| V-Square Quantitative Management LLC | 38,293 | $1.82M | 0.17% | −2,324−5.7% | Reduced |
| We Are One Seven, LLC | 38,111 | $1.81M | 0.03% | +2,579+7.3% | Added |
| City Holding Co | 38,054 | $1.81M | 0.20% | +810+2.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 37,981 | $1.81M | 0.96% | −929−2.4% | Reduced |
| Wedbush Securities Inc | 37,866 | $1.80M | 0.05% | +912+2.5% | Added |
| Venture Visionary Partners LLC | 37,741 | $1.79M | 0.05% | −51−0.1% | Reduced |
| Searle & Co. | 37,692 | $1.79M | 0.40% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 37,658 | $1.79M | 0.56% | +190+0.5% | Added |
| Citadel Investment Advisory, Inc. | 37,585 | $1.79M | 0.81% | −75−0.2% | Reduced |
| Studio Investment Management LLC | 37,566 | $1.79M | 0.30% | −404−1.1% | Reduced |
| Change Path, LLC | 37,544 | $1.78M | 0.04% | −8,214−18.0% | Reduced |
| Nordwand Advisors, LLC | 37,482 | $1.78M | 0.27% | 00.0% | Unchanged |
| LMR Partners LLP | 37,421 | $1.78M | 0.01% | +11,508+44.4% | Added |
| Foundations Investment Advisors, LLC | 37,338 | $1.77M | 0.02% | +5,543+17.4% | Added |
| Apella Capital, LLC | 36,583 | $1.77M | 0.03% | +105+0.3% | Added |
| Western Wealth Management, LLC | 37,233 | $1.77M | 0.06% | −435−1.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 37,169 | $1.77M | 0.06% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 37,129 | $1.76M | 0.06% | +27,860+300.6% | Added |
| Roundview Capital LLC | 37,077 | $1.76M | 0.10% | +322+0.9% | Added |
| First National Bank Sioux Falls | 40,500 | $1.73M | 0.47% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 36,397 | $1.73M | 0.55% | 00.0% | Unchanged |
| Sandler Capital Management | 36,259 | $1.72M | 1.02% | +11,252+45.0% | Added |
| Citizens Financial Group Inc | 36,160 | $1.72M | 0.02% | +3,826+11.8% | Added |
| Accurate Wealth Management, LLC | 34,640 | $1.71M | 0.16% | +7,562+27.9% | Added |
| Brookstone Capital Management | 35,691 | $1.70M | 0.02% | +12,428+53.4% | Added |
| DAGCO, Inc. | 35,599 | $1.69M | 0.31% | +60.0% | Added |
| Chatham Capital Group, Inc. | 35,386 | $1.68M | 0.21% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 35,302 | $1.68M | 0.05% | −720−2.0% | Reduced |
| Weil Company, Inc. | 35,217 | $1.67M | 0.29% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 35,152 | $1.67M | 0.05% | −8,769−20.0% | Reduced |
| Mizuho Markets Cayman LP | 34,954 | $1.66M | 0.06% | +34,954 | New |
| Cobblestone Asset Management LLC | 34,941 | $1.66M | 0.69% | +103+0.3% | Added |
| Elgethun Capital Management | 34,921 | $1.66M | 0.23% | +212+0.6% | Added |
| Curat Global, LLC | 30,123 | $1.66M | 1.40% | +3,065+11.3% | Added |