CSX Corporation· CSX

🇺🇸 US · LargeSP500NASDAQ

Industrials Railroads Website

Price: $49.41
Day: +0.86%
Mkt Cap: $91.53B
52W Range: $31.80 – $53.60
Volume: 7.82M
Beta: 1.21

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.8 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 2,053 institutions hold; 997 added, 640 reduced
Insiders Q3 2026: no purchases, 2 sales ($2.3M)

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CSX Corporation

CSX|Industrials|Railroads

Current price: $49

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.7x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

2 sellers

vs 1.8 avg per quarter

Institutional net breadth · Q2 2026

+477

1,237 adding vs 760 reducing

Institutional ownership · Q2 2026

87.2%

2,053 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

161.1M

+0.8%

VANGUARD CAPITAL MANAGEMENT LLC

121.4M

+0.7%

STATE STREET CORP

91.5M

+3.0%

PRICE T ROWE ASSOCIATES INC /MD/

70.9M

-6.7%

INVESCO LTD.

58.4M

+49.9%

GEODE CAPITAL MANAGEMENT, LLC

44.2M

+0.9%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

120

217

178

120 buying217 unchanged178 selling

512 funds held CSX in Q2 2026, holding 616.6M shares between them, down 1.8% on the quarter.

Largest fund holders

PAX WORLD FUNDS SERIES TRUST I52.6K sh

Jackson Real Assets Fund51.4K sh

Nuveen Core Equity Alpha Fund51.0K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jun 3

Boone Kevin S.

$6.4M

Sale · Feb 19

Sorfleet Diana B

$3.7M

Sale · Jan 28

Sorfleet Diana B

$2.5M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 7, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CSX Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+82

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 6, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for CSX

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

2 sales totaling $2.3M (43.0K shares)

Share volume is at a routine pace (0.7x average)

Buying seen in 2 of 15 quarters

0.7x

Selling pace

quarter in progress, filings still arriving

1.42%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 1.2 avg per quarter

Q1 2026

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, CSX

Top 8 highest-value insider trades from the last 8 quarters

Boone Kevin S.

CFO

Sell

136,708 shares at $46.70

≈39.6% of their stake at the time

Jun 3, 2026$6.38M

Sorfleet Diana B

EVP

Sell

90,000 shares at $41.56

≈35.2% of their stake at the time

Feb 19, 2026$3.74M

Sorfleet Diana B

EVP

Sell

66,667 shares at $37.48

≈28.1% of their stake at the time

Jan 28, 2026$2.50M

Goldman Nathan D

General Counsel

Sell

70,000 shares at $35.39

≈25.6% of their stake at the time

Nov 18, 2024$2.48M

ANGEL STEPHEN F

CEO

Buy

55,000 shares at $36.87

≈94.4% of their stake after buying

Oct 20, 2025$2.03M

Goldman Nathan D

General Counsel

Sell

48,588 shares at $35.40

≈19.3% of their stake at the time

Nov 18, 2024$1.72M

Williams Angela C

Sell

30,000 shares at $53.29

≈74.2% of their stake at the time

Jul 24, 2026$1.60M

Fortune Stephen

EVP - Cd & to

Sell

31,456 shares at $38.65

≈27.7% of their stake at the time

Feb 3, 2026$1.22M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for CSX

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

87.2% institutional ownership

Moderate accumulation: 1237 adding vs 760 reducing

13F shares increased by 11.2%, a significant shift

Momentum improving from prior quarter

+477

Net breadth

1,237 adding vs 760 reducing

Accumulating

1.63

Add / reduce ratio

in Q2 2026

+120

New − closed

240 initiated, 120 exited

7 of 10

Top holders adding

largest holders that added

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1237 growing-760 shrinkingNet: +477

240

997

640

120

New (240)

Increased (997)

Reduced (640)

Closed (120)

Top Institutional Holders, CSX

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

161.1M

$7.7B

Ownership

8.68%

+0.8%

VANGUARD CAPITAL MANAGEMENT LLC

121.4M

$5.8B

Ownership

6.54%

+0.7%

XXEC, INC.

99.0M

$765.6K

Ownership

5.32%

New

STATE STREET CORP

91.5M

$4.3B

Ownership

4.93%

+3.0%

PRICE T ROWE ASSOCIATES INC /MD/

70.9M

$3.4B

Ownership

3.82%

-6.7%

INVESCO LTD.

58.4M

$2.8B

Ownership

3.15%

+49.9%

GEODE CAPITAL MANAGEMENT, LLC

44.2M

$2.1B

Ownership

2.38%

+0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

37.2M

$1.8B

Ownership

2.01%

+2.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 515 ETFs and mutual funds reporting

120 buying178 sellingNet: -58

120

217

178

Buying (120)

Unchanged (217)

Selling (178)

In total, funds bought 25.2M shares and sold 36.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

515 ETFs and mutual funds reporting

178 funds selling vs 120 buying

Top Fund Holders, CSX

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

PAX WORLD FUNDS SERIES TRUST I

52.6K

Weight

0.26%

Jun 30, 2026No change

Jackson Real Assets Fund

51.4K

Weight

2.74%

Jun 30, 2026Decreased

Nuveen Core Equity Alpha Fund

51.0K

Weight

60.69%

Jun 30, 2026No change

ASSET MANAGEMENT FUND

48.0K

Weight

2.85%

Jun 30, 2026No change

John Hancock Exchange-Traded Fund Trust

47.7K

Weight

0.10%

Jun 30, 2026Increased

MFS VARIABLE INSURANCE TRUST II

41.0K

Weight

0.02%

Jun 30, 2026No change

CLEARWATER INVESTMENT TRUST

39.3K

Weight

0.33%

Jun 30, 2026No change

Brookfield Real Assets Income Fund Inc.

37.0K

Weight

0.34%

Jun 30, 2026Decreased

CSX Corporation· CSX

Holdings Analysis

Insider Trading Activity

1.3Transaction History41Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings196Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History41Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings196Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights