CSXNasdaqRailroads, Line-Haul OperatingFiscal year ends December 31
CSX CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 21, 2026
$47.88−0.80 (-1.64%)
Close on Oct 19, 2026
- Market cap
- $89.01B
- P/E (TTM)
- 27.7
- Dividend yield
- 1.09%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.5%
1.47B of 1.85B shares
Institutional holders
1,991
242 new, 95 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
1 buys · 8 sales
Net sold $16.70M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 142,632,196 | 7.20% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 139,956,863 | 7.52% | 13G (passive) | Mar 31, 2026 |
| JPMorgan Chase & Co. | 106,679,163 | 5.50% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CSX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 161,062,005 | 8.69% | $7.66B | +856,970 | 0.11% |
| Vanguard Capital Management LLC | 121,371,632 | 6.55% | $5.77B | +538,577 | 0.12% |
| State Street Corp | 91,455,446 | 4.94% | $4.35B | +2,429,376 | 0.13% |
| Price T Rowe Associates Inc /Md/ | 70,889,485 | 3.83% | $3.37M | −5,268,968 | 0.34% |
| Invesco Ltd. | 58,361,617 | 3.15% | $2.77B | −109,538 | 0.22% |
| Geode Capital Management, LLC | 44,162,148 | 2.38% | $2.09B | +295,878 | 0.11% |
| Vanguard Portfolio Management LLC | 37,227,799 | 2.01% | $1.77B | +663,917 | 0.08% |
| JPMorgan Chase & Co | 36,262,181 | 1.96% | $1.74B | −3,392,867 | 0.10% |
| Bank Of America Corp /De/ | 33,641,111 | 1.82% | $1.60B | −8,520,624 | 0.10% |
| Fisher Asset Management, LLC | 28,042,636 | 1.51% | $1.33B | +794,989 | 0.40% |
| Morgan Stanley | 26,091,964 | 1.41% | $1.24B | +632,797 | 0.07% |
| Norges Bank | 25,950,269 | 1.40% | $1.23B | New | 0.12% |
| Ameriprise Financial Inc | 25,312,000 | 1.37% | $1.20B | −802,910 | 0.24% |
| Dimensional Fund Advisors LP | 22,301,185 | 1.20% | $1.06B | −1,612,172 | 0.19% |
| Royal Bank of Canada | 21,572,127 | 1.16% | $1.03B | +1,704,246 | 0.15% |
| Capital Research Global Investors | 20,221,215 | 1.09% | $961.11M | +551,295 | 0.13% |
| Bank of New York Mellon Corp | 19,994,223 | 1.08% | $950.33M | −8,572,647 | 0.16% |
| Northern Trust Corp | 18,836,492 | 1.02% | $895.30M | −46,555 | 0.10% |
| Goldman Sachs Group Inc | 18,138,165 | 0.98% | $862.11M | −1,515,367 | 0.07% |
| Legal & General Group Plc | 15,716,411 | 0.85% | $747.00M | −737,270 | 0.16% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,991 | 1.47B | 79.5% | 242 / 749 | 638 / 95 | 129M | 112M |
| Q1 2026 | 1,873 | 1.46B | 78.6% | 208 / 656 | 655 / 123 | 302M | 131M |
| Q4 2025 | 1,814 | 1.46B | 79.0% | 216 / 644 | 622 / 100 | 196M | 130M |
| Q3 2025 | 1,739 | 1.40B | 75.6% | 168 / 637 | 589 / 95 | 136M | 149M |
| Q2 2025 | 1,699 | 1.42B | 76.5% | 184 / 517 | 698 / 132 | 119M | 119M |
| Q1 2025 | 1,667 | 1.42B | 76.6% | 123 / 564 | 672 / 156 | 140M | 179M |
| Q4 2024 | 1,724 | 1.47B | 79.3% | 209 / 590 | 604 / 124 | 120M | 159M |
| Q3 2024 | 1,670 | 1.51B | 81.6% | 119 / 616 | 573 / 89 | 235M | 86M |
| Q2 2024 | 1,660 | 1.51B | 81.8% | 118 / 626 | 574 / 129 | 139M | 173M |
| Q1 2024 | 1,691 | 1.56B | 84.1% | 147 / 617 | 603 / 101 | 138M | 85M |
| Q4 2023 | 1,667 | 1.51B | 81.5% | 223 / 528 | 607 / 77 | 155M | 97M |
| Q3 2023 | 1,544 | 1.45B | 78.4% | 106 / 547 | 561 / 122 | 85M | 118M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CSX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 58,986,577 | 3.18% | $2.80B | 0.12% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 48,151,545 | 2.60% | $2.29B | 0.14% | Jun 30, 2026 |
| Invesco QQQ Trust, Series 1 | 39,443,070 | 2.13% | $1.87B | 0.38% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 25,559,216 | 1.38% | $1.21B | 0.14% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 23,796,780 | 1.28% | $1.08B | 0.13% | May 31, 2026 |
| Vanguard Value Index Fund | 17,688,710 | 0.95% | $840.74M | 0.33% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 10,951,537 | 0.59% | $520.53M | 1.53% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 10,513,241 | 0.57% | $529.87M | 0.40% | Jul 31, 2026 |
| Global X U.S. Infrastructure Development ETF | 10,419,865 | 0.56% | $471.60M | 3.48% | May 31, 2026 |
| Vanguard Institutional Index Fund | 10,087,741 | 0.54% | $479.47M | 0.14% | Jun 30, 2026 |
| Growth Fund of America | 9,875,851 | 0.53% | $446.98M | 0.12% | May 31, 2026 |
| Columbia Dividend Income Fund | 8,819,717 | 0.48% | $399.18M | 0.85% | May 31, 2026 |
| Invesco NASDAQ 100 ETF | 7,900,885 | 0.43% | $357.59M | 0.37% | May 31, 2026 |
| T. Rowe Price Value Fund, Inc. | 7,786,006 | 0.42% | $370.07M | 1.09% | Jun 30, 2026 |
| The U.S. Large Cap Value Series | 6,131,405 | 0.33% | $309.02M | 1.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stephen F. Angel | President & CEO, Director | 148,655 | 0.01% | Sep 2, 2026 |
| Joseph R. Hinrichs | President & CEO, Director | 304,380 | 0.02% | Sep 30, 2025 |
| Michael A. Cory | EVP & COO | 85,150 | 0.00% | Sep 28, 2026 |
| Angela C. Williams | VP & Chief Accounting Officer | 19,969 | 0.00% | Jul 27, 2026 |
| Michael S. Burns | SVP - CLO & Corp Secy | 74,461 | 0.00% | Jul 27, 2026 |
| Kevin S. Boone | EVP & CFO | 348,593 | 0.02% | Jun 5, 2026 |
| M. Rizwan Chand | CHRO | 11,724 | 0.00% | Mar 2, 2026 |
| Stephen Fortune | EVP - CD & TO | 87,772 | 0.00% | Mar 2, 2026 |
| Maryclare T. Kenney | SVP & CCO | 23,504 | 0.00% | Mar 2, 2026 |
| Diana B. Sorfleet | EVP & CAO | 165,613 | 0.01% | Feb 20, 2026 |
| Sean R. Pelkey | EVP & CFO | 137,873 | 0.01% | Jul 2, 2025 |
| Nathan D. Goldman | EVP & CLO | 202,991 | 0.01% | Nov 20, 2024 |
| J. Steven Whisler | Director | 224,731 | 0.01% | Sep 17, 2026 |
| John J. Zillmer | Director | 353,714 | 0.02% | Jun 4, 2026 |
| Anne H. Chow | Director | 10,260 | 0.00% | Mar 2, 2026 |
| Thomas Bostick | Director | 32,047 | 0.00% | Mar 2, 2026 |
| Ann D. Begeman | Director | 11,743 | 0.00% | Mar 2, 2026 |
| Suzanne M. Vautrinot | Director | 39,702 | 0.00% | Mar 2, 2026 |
| David M. Moffett | Director | 70,568 | 0.00% | Mar 2, 2026 |
| Steven T. Halverson | Director | 336,160 | 0.02% | Mar 2, 2026 |
| James L. Wainscott | Director | 41,272 | 0.00% | Mar 2, 2026 |
| Paul C. Hilal | Director | 1,476,837 | 0.08% | Mar 2, 2026 |
| Linda H. Riefler | Director | 82,069 | 0.00% | Mar 2, 2026 |
| Donna M. Alvarado | Director | 396,734 | 0.02% | Feb 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael A. Cory EVP & COO | Sep 25, 2026 | Tax withholding | −12,611 | $46.78 | $589.94K | 85,150 |
| J. Steven Whisler Director | Sep 15, 2026 | Award | +771 | $48.66 | $37.52K | 98,377 |
| Michael S. Burns SVP - CLO & Corp Secy | Jul 24, 2026 | Option exercise | +13,000 | $26.50 | $344.50K | 72,643 |
| Michael S. Burns SVP - CLO & Corp Secy | Jul 24, 2026 | Sale | −13,000 | $52.68 | $684.84K | 59,643 |
| Angela C. Williams VP & Chief Accounting Officer | Jul 24, 2026 | Sale | −30,000 | $53.29 | $1.60M | 10,437 |
| J. Steven Whisler Director | Jun 15, 2026 | Award | +791 | $47.39 | $37.49K | 97,326 |
| Kevin S. Boone EVP & CFO | Jun 3, 2026 | Option exercise | +123,253 | $23.48 | $2.89M | 345,330 |
| Kevin S. Boone EVP & CFO | Jun 3, 2026 | Sale | −136,708 | $46.70 | $6.38M | 208,622 |
| Kevin S. Boone EVP & CFO | Jun 3, 2026 | Option exercise | +13,455 | $22.70 | $305.43K | 222,077 |
| John J. Zillmer Director | Jun 3, 2026 | Sale | −10,000 | $46.45 | $464.50K | 353,714 |
| J. Steven Whisler Director | Mar 13, 2026 | Award | +954 | $39.30 | $37.49K | 95,929 |
| Stephen F. Angel President & CEO, Director | Mar 6, 2026 | Buy | +25,000 | $40.27 | $1.01M | 146,540 |
| John J. Zillmer Director | Mar 2, 2026 | Gift | −5,850 | – | – | 363,714 |
| Steven T. Halverson Director | Feb 26, 2026 | Award | +4,455 | – | – | 336,160 |
| Linda H. Riefler Director | Feb 26, 2026 | Award | +4,455 | – | – | 32,450 |
| Paul C. Hilal Director | Feb 26, 2026 | Award | +4,455 | – | – | 22,739 |
| Angela C. Williams VP & Chief Accounting Officer | Feb 26, 2026 | Award | +1,876 | – | – | 40,371 |
| John J. Zillmer Director | Feb 26, 2026 | Award | +5,862 | – | – | 369,564 |
| John J. Zillmer Director | Feb 26, 2026 | Award | +4,455 | – | – | 363,702 |
| Maryclare T. Kenney SVP & CCO | Feb 26, 2026 | Award | +9,379 | – | – | 15,922 |
| Anne H. Chow Director | Feb 26, 2026 | Award | +4,455 | – | – | 10,240 |
| Michael S. Burns SVP - CLO & Corp Secy | Feb 26, 2026 | Award | +8,207 | – | – | 58,981 |
| Stephen Fortune EVP - CD & TO | Feb 26, 2026 | Award | +10,903 | – | – | 87,772 |
| Stephen F. Angel President & CEO, Director | Feb 26, 2026 | Award | +63,306 | – | – | 121,540 |
| James L. Wainscott Director | Feb 26, 2026 | Award | +4,455 | – | – | 41,272 |
| Thomas Bostick Director | Feb 26, 2026 | Award | +4,455 | – | – | 26,317 |
| Kevin S. Boone EVP & CFO | Feb 26, 2026 | Award | +15,241 | – | – | 208,622 |
| David M. Moffett Director | Feb 26, 2026 | Award | +4,455 | – | – | 70,568 |
| Suzanne M. Vautrinot Director | Feb 26, 2026 | Award | +4,455 | – | – | 39,702 |
| Michael A. Cory EVP & COO | Feb 26, 2026 | Award | +15,241 | – | – | 95,991 |
| Ann D. Begeman Director | Feb 26, 2026 | Award | +4,455 | – | – | 4,455 |
| M. Rizwan Chand CHRO | Feb 26, 2026 | Award | +11,724 | – | – | 11,724 |
| J. Steven Whisler Director | Feb 26, 2026 | Award | +4,455 | – | – | 94,975 |
| Diana B. Sorfleet EVP & CAO | Feb 19, 2026 | Sale | −90,000 | $41.56 | $3.74M | 165,613 |
| Diana B. Sorfleet EVP & CAO | Feb 19, 2026 | Option exercise | +51,222 | $22.70 | $1.16M | 255,613 |
| Diana B. Sorfleet EVP & CAO | Feb 19, 2026 | Option exercise | +25,434 | $17.94 | $456.29K | 204,391 |
| Diana B. Sorfleet EVP & CAO | Feb 19, 2026 | Option exercise | +13,344 | $16.13 | $215.24K | 178,957 |
| Angela C. Williams VP & Chief Accounting Officer | Feb 13, 2026 | Tax withholding | −279 | $40.87 | $11.40K | 39,001 |
| Angela C. Williams VP & Chief Accounting Officer | Feb 13, 2026 | Tax withholding | −251 | $40.87 | $10.26K | 38,767 |
| Angela C. Williams VP & Chief Accounting Officer | Feb 13, 2026 | Tax withholding | −281 | $40.87 | $11.48K | 38,495 |
| Kevin S. Boone EVP & CFO | Feb 13, 2026 | Tax withholding | −2,724 | $40.87 | $111.33K | 197,945 |
| Kevin S. Boone EVP & CFO | Feb 13, 2026 | Tax withholding | −2,318 | $40.87 | $94.74K | 195,798 |
| Kevin S. Boone EVP & CFO | Feb 13, 2026 | Tax withholding | −2,516 | $40.87 | $102.83K | 193,381 |
| Maryclare T. Kenney SVP & CCO | Feb 13, 2026 | Tax withholding | −441 | $40.87 | $18.02K | 6,543 |
| Maryclare T. Kenney SVP & CCO | Feb 13, 2026 | Tax withholding | −198 | $40.87 | $8.09K | 6,975 |
| Maryclare T. Kenney SVP & CCO | Feb 13, 2026 | Tax withholding | −294 | $40.87 | $12.02K | 7,160 |
| Stephen Fortune EVP - CD & TO | Feb 13, 2026 | Tax withholding | −1,711 | $40.87 | $69.93K | 78,653 |
| Stephen Fortune EVP - CD & TO | Feb 13, 2026 | Tax withholding | −1,857 | $40.87 | $75.90K | 76,869 |
| Stephen Fortune EVP - CD & TO | Feb 13, 2026 | Tax withholding | −2,010 | $40.87 | $82.15K | 80,238 |
| Michael A. Cory EVP & COO | Feb 13, 2026 | Tax withholding | −1,296 | $40.87 | $52.97K | 82,057 |
| Michael A. Cory EVP & COO | Feb 13, 2026 | Tax withholding | −1,172 | $40.87 | $47.90K | 83,182 |
| Michael A. Cory EVP & COO | Feb 13, 2026 | Tax withholding | −1,406 | $40.87 | $57.46K | 80,750 |
| Michael S. Burns SVP - CLO & Corp Secy | Feb 13, 2026 | Tax withholding | −895 | $40.87 | $36.58K | 50,774 |
| Michael S. Burns SVP - CLO & Corp Secy | Feb 13, 2026 | Tax withholding | −209 | $40.87 | $8.54K | 51,619 |
| Michael S. Burns SVP - CLO & Corp Secy | Feb 13, 2026 | Tax withholding | −135 | $40.87 | $5.52K | 51,808 |
| Diana B. Sorfleet EVP & CAO | Feb 13, 2026 | Tax withholding | −1,856 | $40.87 | $75.85K | 165,613 |
| Diana B. Sorfleet EVP & CAO | Feb 13, 2026 | Tax withholding | −1,711 | $40.87 | $69.93K | 167,396 |
| Diana B. Sorfleet EVP & CAO | Feb 13, 2026 | Tax withholding | −2,010 | $40.87 | $82.15K | 168,981 |
| Stephen Fortune EVP - CD & TO | Feb 3, 2026 | Option exercise | +31,456 | $31.67 | $996.21K | 113,490 |
| Stephen Fortune EVP - CD & TO | Feb 3, 2026 | Sale | −31,456 | $38.65 | $1.22M | 82,034 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| C. Williams Angela Officer | Jul 24, 2026 | 30,000 | $1.60M | Jul 24, 2026 | Restricted Stock |
| S. Burns Michael Officer | Jul 24, 2026 | 13,000 | $684.79K | Jul 24, 2026 | Stock Option Exercise |
| John J. Zillmer Director | Jun 4, 2026 | 10,000 | $463.89K | Jun 3, 2026 | Acquired from public market |
| Boone Kevin Officer | Jun 3, 2026 | 136,708 | $6.38M | Jun 3, 2026 | Stock Option Exercise |
| Zillmer John Director | Mar 6, 2026 | 5,850 | $240.08K | Mar 6, 2026 | Sale by the John and Carol Zillmer Foundation |
| Sorfleet Diana Officer | Feb 19, 2026 | 90,000 | $3.74M | Feb 19, 2026 | Stock Option Exercise |
| Fortune Stephen Officer | Feb 3, 2026 | 31,456 | $1.22M | Feb 3, 2026 | Stock Option Exercise |
| Sorfleet Diana Officer | Jan 28, 2026 | 66,667 | $2.49M | Jan 28, 2026 | Acquired as compensation -- Restricted Stock Units |
| Michael S. Burns Officer | Oct 23, 2025 | 24,249 | $891.47K | Oct 20, 2025 | Stock Option Exercise |
| Boone Kevin Officer | Oct 22, 2025 | 31,053 | $1.12M | Oct 22, 2025 | Stock Option Exercise |
| Hinrichs Joseph Officer, Director | Oct 21, 2025 | 135,295 | $4.92M | Oct 21, 2025 | Stock Option Exercise |
| Nathan D. Goldman Officer | Nov 18, 2024 | 118,588 | $4.20M | Nov 18, 2024 | RESTRICTED STOCK |
| D. Goldman Nathan Officer | Feb 20, 2024 | 244,487 | $8.95M | Feb 20, 2024 | Stock Option Exercise |
| Diana B. Sorfleet Officer | Feb 7, 2024 | 37,087 | $1.38M | Feb 7, 2024 | PERFORMANCE SHARES |
| Kevin S. Boone Officer | Feb 6, 2024 | 60,000 | $2.23M | Feb 6, 2024 | PERFORMANCE SHARES |