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 |
|---|---|---|---|---|---|
| Patrick M Sweeney & Associates, Inc | 34,884 | $1.66M | 0.95% | +302+0.9% | Added |
| Intrust Bank NA | 34,854 | $1.66M | 0.12% | −144−0.4% | Reduced |
| RCW Management, LLC | 34,814 | $1.65M | 1.48% | +24,239+229.2% | Added |
| 111 Capital | 34,804 | $1.65M | 0.28% | +34,804 | New |
| Kahn Brothers Group Inc | 34,781 | $1.65M | 0.26% | −1,700−4.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 34,732 | $1.65M | 0.26% | +2,733+8.5% | Added |
| Capital Fund Management S.A. | 34,547 | $1.64M | 0.01% | +34,547 | New |
| Foster & Motley Inc | 34,518 | $1.64M | 0.08% | −9,018−20.7% | Reduced |
| WBH Advisory Inc | 34,235 | $1.63M | 0.11% | +20.0% | Added |
| Linscomb & Williams, Inc. | 34,073 | $1.62M | 0.07% | −728−2.1% | Reduced |
| Premier Fund Managers Ltd | 33,360 | $1.60M | 0.15% | +33,360 | New |
| Sheets Smith Wealth Management | 33,674 | $1.60M | 0.16% | +20.0% | Added |
| Wellington Shields & Co., LLC | 33,647 | $1.60M | 0.36% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 33,586 | $1.60M | 0.03% | +3,052+10.0% | Added |
| Reliant Investment Partners, LLC | 33,566 | $1.60M | 1.09% | −100−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 33,540 | $1.59M | 0.02% | −968−2.8% | Reduced |
| Wilkins Investment Counsel Inc | 33,450 | $1.59M | 0.21% | −950−2.8% | Reduced |
| Gratus Wealth Advisors, LLC | 33,346 | $1.58M | 0.20% | +190+0.6% | Added |
| Washington Trust Co | 33,316 | $1.58M | 0.05% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 33,225 | $1.58M | 0.19% | −52−0.2% | Reduced |
| Argent Trust Co | 32,933 | $1.57M | 0.05% | −26,250−44.4% | Reduced |
| Gerald Baker Financial Group LLC | 32,890 | $1.56M | 0.44% | +44+0.1% | Added |
| Spirit of America Management Corp | 32,600 | $1.55M | 0.29% | 00.0% | Unchanged |
| Invesco, LLC | 32,458 | $1.54M | 0.48% | +88+0.3% | Added |
| USA Financial Formulas | 32,336 | $1.54M | 0.28% | +32,336 | New |
| Davis R M Inc | 32,211 | $1.53M | 0.02% | −355−1.1% | Reduced |
| Stock Yards Bank & Trust Co | 32,158 | $1.53M | 0.04% | −120−0.4% | Reduced |
| Bridgefront Capital, LLC | 32,013 | $1.52M | 0.40% | +32,013 | New |
| Donaldson Capital Management, LLC | 32,012 | $1.52M | 0.04% | +174+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 31,886 | $1.52M | 0.19% | −490−1.5% | Reduced |
| Biltmore Wealth Management, LLC | 31,872 | $1.51M | 0.47% | −664−2.0% | Reduced |
| Yoffe Investment Management, LLC | 31,770 | $1.51M | 1.73% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 31,709 | $1.51M | 0.07% | +701+2.3% | Added |
| Advisory Alpha, LLC | 31,562 | $1.50M | 0.04% | +2,970+10.4% | Added |
| Chicago Trust Co NA | 31,395 | $1.49M | 0.22% | +7,799+33.1% | Added |
| Tema ETFs LLC | 31,370 | $1.49M | 0.05% | +3,045+10.8% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 31,200 | $1.48M | 0.77% | +31,200 | New |
| Whittier Trust Co | 30,290 | $1.48M | 0.01% | +184+0.6% | Added |
| Mfg Wealth Management, Inc. | 31,102 | $1.48M | 1.06% | +1,245+4.2% | Added |
| BNB Wealth Management, LLC | 31,043 | $1.48M | 0.81% | −30.0% | Reduced |
| Valmark Advisers, Inc. | 30,967 | $1.47M | 0.02% | −143−0.5% | Reduced |
| Bath Savings Trust Co | 30,964 | $1.47M | 0.15% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 30,728 | $1.46M | 0.16% | −89−0.3% | Reduced |
| Sovereign Financial Group, Inc. | 30,723 | $1.46M | 0.22% | −213−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 30,696 | $1.46M | 0.10% | −24−0.1% | Reduced |
| Goelzer Investment Management, Inc. | 30,680 | $1.46M | 0.06% | −1,135−3.6% | Reduced |
| Confluence Wealth Services, Inc. | 30,652 | $1.46M | 0.04% | +834+2.8% | Added |
| Cary Street Partners Financial LLC | 30,616 | $1.46M | 0.03% | +8,269+37.0% | Added |
| Systematic Financial Management LP | 30,600 | $1.45M | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 30,446 | $1.45M | 0.02% | +30,446 | New |
| Portside Wealth Group, LLC | 30,371 | $1.44M | 0.17% | +1,635+5.7% | Added |
| Harbour Trust & Investment Management Co | 30,285 | $1.44M | 0.14% | −190−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 30,267 | $1.44M | 0.01% | +428+1.4% | Added |
| BLB&B Advisors, LLC | 30,237 | $1.44M | 0.05% | −1,424−4.5% | Reduced |
| Ieq Capital, LLC | 30,225 | $1.44M | 0.01% | −822−2.6% | Reduced |
| Essex Financial Services, Inc. | 30,155 | $1.43M | 0.07% | −1,219−3.9% | Reduced |
| Harbor Advisors LLC | 30,000 | $1.43M | 0.18% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 29,169 | $1.42M | 0.08% | +350+1.2% | Added |
| Perigon Wealth Management, LLC | 29,930 | $1.42M | 0.02% | +2,164+7.8% | Added |
| Atomi Financial Group, Inc. | 29,688 | $1.41M | 0.04% | +1,822+6.5% | Added |
| Everence Capital Management Inc | 29,639 | $1.41M | 0.07% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 29,593 | $1.41M | 0.17% | +2,232+8.2% | Added |
| South State Corp. | 29,570 | $1.41M | 0.06% | +3,933+15.3% | Added |
| Norden Group LLC | 29,564 | $1.41M | 0.12% | +1,494+5.3% | Added |
| Ullmann Financial Group, Inc. | 29,506 | $1.40M | 0.13% | +130.0% | Added |
| Cullen Investment Group, Ltd. | 29,500 | $1.40M | 0.17% | −394−1.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.40M | 0.31% | 00.0% | Unchanged |
| Congress Park Capital LLC | 29,465 | $1.40M | 0.38% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 29,302 | $1.39M | 0.17% | −28,940−49.7% | Reduced |
| Syon Capital LLC | 29,275 | $1.39M | 0.06% | +1,195+4.3% | Added |
| Harbor Capital Advisors, Inc. | 29,161 | $1.39M | 0.09% | +61+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 29,157 | $1.39M | 0.06% | −46−0.2% | Reduced |
| Vaughan David Investments LLC | 29,101 | $1.38M | 0.03% | −800−2.7% | Reduced |
| Navalign, LLC | 29,054 | $1.38M | 0.32% | −540−1.8% | Reduced |
| Weatherly Asset Management L. P. | 28,994 | $1.38M | 0.10% | 00.0% | Unchanged |
| Frec Markets, Inc. | 28,965 | $1.38M | 0.12% | +11,192+63.0% | Added |
| Fruth Investment Management | 28,900 | $1.37M | 0.33% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 28,855 | $1.37M | 0.01% | +2,246+8.4% | Added |
| Modern Wealth Management, LLC | 28,769 | $1.37M | 0.02% | +7,492+35.2% | Added |
| Reynders McVeigh Capital Management, LLC | 28,634 | $1.36M | 0.06% | +139+0.5% | Added |
| Creative Financial Designs Inc | 28,421 | $1.35M | 0.06% | −149−0.5% | Reduced |
| LS Investment Advisors, LLC | 28,039 | $1.33M | 0.18% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 27,831 | $1.32M | 0.08% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 27,750 | $1.32M | 0.09% | 00.0% | Unchanged |
| Decker Wealth Management LLC | 27,576 | $1.31M | 0.28% | −14,810−34.9% | Reduced |
| Private Trust Co NA | 27,349 | $1.30M | 0.10% | −1,412−4.9% | Reduced |
| RMR Wealth Builders | 27,323 | $1.30M | 0.08% | +62+0.2% | Added |
| William B. Walkup & Associates, Inc. | 27,138 | $1.29M | 0.62% | −435−1.6% | Reduced |
| United Community Bank | 27,124 | $1.29M | 0.40% | −2,915−9.7% | Reduced |
| Boothbay Fund Management, LLC | 27,110 | $1.29M | 0.02% | −171,081−86.3% | Reduced |
| Barnett & Company, Inc. | 27,060 | $1.29M | 0.95% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 27,024 | $1.28M | 0.17% | −560−2.0% | Reduced |
| National Asset Management, Inc. | 26,693 | $1.28M | 0.07% | +1,191+4.7% | Added |
| Foresight Group Ltd Liability Partnership | 26,808 | $1.28M | 0.23% | −20,588−43.4% | Reduced |
| Vista Investment Management | 26,822 | $1.27M | 0.38% | −810−2.9% | Reduced |
| Walsky Investment Management, Inc. | 26,590 | $1.26M | 1.17% | +1,100+4.3% | Added |
| Wealthcare Advisory Partners LLC | 26,488 | $1.26M | 0.02% | −2,886−9.8% | Reduced |
| Triasima Portfolio Management inc. | 26,440 | $1.26M | 0.17% | +15,340+138.2% | Added |
| Buckhead Capital Management LLC | 26,376 | $1.25M | 0.43% | +708+2.8% | Added |
| Aviance Capital Partners, LLC | 26,315 | $1.25M | 0.13% | −48−0.2% | Reduced |