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, Q1 2025
Institutional positions in CSX Corp as of Mar 31, 2025. 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
- 1,668
- −33 vs. Q4 2024
- Shares held
- 1.42B
- −38.6M (−2.7%) vs. Q4 2024
- Total value
- $41.6B
- −$5.29B (−11.3%) vs. Q4 2024
- New holders
- 123
- 566 more added
- Sold out
- 156
- 669 more reduced
24 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 29,118 | $856.9K | 0.09% | −1,550−5.1% | Reduced |
| Fruth Investment Management | 29,200 | $859.0K | 0.24% | −100−0.3% | Reduced |
| Ullmann Financial Group, Inc. | 29,276 | $861.6K | 0.11% | +363+1.3% | Added |
| Abn Amro Investment Solutions | 29,302 | $862.4K | 0.02% | −3,536−10.8% | Reduced |
| Vista Investment Management | 29,315 | $862.7K | 0.34% | −124−0.4% | Reduced |
| Creative Financial Designs Inc | 29,320 | $862.9K | 0.07% | −1,369−4.5% | Reduced |
| STF Management LP | 29,342 | $863.5K | 0.41% | −96−0.3% | Reduced |
| Essex Financial Services, Inc. | 29,410 | $865.5K | 0.06% | −2,673−8.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 29,500 | $868.0K | 0.20% | 00.0% | Unchanged |
| Principal Securities, Inc. | 26,933 | $869.1K | 0.02% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 29,630 | $872.0K | 0.11% | −1,780−5.7% | Reduced |
| Union Bancaire Privee, UBP SA | 31,903 | $872.3K | 0.02% | −10,912−25.5% | Reduced |
| Meketa Investment Group Inc | 29,668 | $873.1K | 1.18% | +15,933+116.0% | Added |
| Congress Park Capital LLC | 29,690 | $873.8K | 0.33% | −2,500−7.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 29,746 | $876.0K | 0.00% | −271,398−90.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 29,750 | $876.0K | 0.05% | −100−0.3% | Reduced |
| PBMares Wealth Management LLC | 29,834 | $878.0K | 0.18% | +5,633+23.3% | Added |
| Lindbrook Capital, LLC | 29,914 | $880.4K | 0.08% | −7,201−19.4% | Reduced |
| Harbor Advisors LLC | 30,000 | $882.9K | 0.15% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30,026 | $883.7K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30,082 | $885.3K | 0.02% | +2,835+10.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 30,312 | $892.1K | 0.18% | +56+0.2% | Added |
| IFP Advisors, Inc | 30,515 | $898.1K | 0.03% | +1,734+6.0% | Added |
| Systematic Financial Management LP | 30,600 | $900.6K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 30,628 | $901.4K | 0.04% | +3,631+13.4% | Added |
| Consolidated Portfolio Review Corp | 30,686 | $903.1K | 0.14% | −86−0.3% | Reduced |
| United Community Bank | 30,801 | $906.5K | 0.34% | −1,291−4.0% | Reduced |
| Daymark Wealth Partners, LLC | 30,835 | $907.5K | 0.04% | −1,362−4.2% | Reduced |
| Bridgewater Advisors Inc. | 32,412 | $909.1K | 0.08% | −520−1.6% | Reduced |
| Biltmore Wealth Management, LLC | 30,894 | $909.2K | 0.38% | −146−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 31,116 | $915.7K | 0.06% | +1,798+6.1% | Added |
| Covey Capital Advisors, LLC | 31,133 | $916.2K | 1.06% | −46−0.1% | Reduced |
| Invesco, LLC | 31,184 | $917.7K | 0.38% | +15,934+104.5% | Added |
| Traynor Capital Management, Inc. | 31,329 | $922.0K | 0.08% | −6,074−16.2% | Reduced |
| Harbour Trust & Investment Management Co | 31,393 | $923.9K | 0.11% | +68+0.2% | Added |
| Intrust Bank NA | 31,614 | $930.4K | 0.09% | +2,431+8.3% | Added |
| Washington Trust Co | 31,655 | $931.6K | 0.04% | +18+0.1% | Added |
| Yoffe Investment Management, LLC | 31,770 | $935.0K | 1.37% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 31,786 | $935.5K | 0.08% | 00.0% | Unchanged |
| Sienna Gestion | 32,741 | $936.6K | 0.08% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 31,880 | $938.2K | 0.24% | −3,529−10.0% | Reduced |
| Net Worth Advisory Group | 31,927 | $939.6K | 0.30% | −74−0.2% | Reduced |
| Mission Wealth Management, LP | 32,071 | $943.9K | 0.02% | +166+0.5% | Added |
| Merit Financial Group, LLC | 32,091 | $944.4K | 0.01% | +6,427+25.0% | Added |
| Patrick M Sweeney & Associates, Inc | 32,205 | $947.8K | 0.71% | +378+1.2% | Added |
| Valmark Advisers, Inc. | 32,206 | $947.8K | 0.01% | −416−1.3% | Reduced |
| Summit Financial, LLC | 32,431 | $954.4K | 0.03% | +2,797+9.4% | Added |
| Sonora Investment Management Group, LLC | 32,519 | $957.0K | 0.08% | −900−2.7% | Reduced |
| Graypoint LLC | 32,568 | $958.5K | 0.06% | +18,727+135.3% | Added |
| Western Wealth Management, LLC | 32,705 | $962.5K | 0.06% | −2,902−8.2% | Reduced |
| Snowden Capital Advisors LLC | 33,017 | $971.7K | 0.03% | +3,330+11.2% | Added |
| Wedbush Securities Inc | 33,041 | $972.0K | 0.04% | +4,207+14.6% | Added |
| Vaughan David Investments LLC | 33,076 | $973.0K | 0.02% | −700−2.1% | Reduced |
| Americana Partners, LLC | 33,064 | $973.1K | 0.04% | −3,040−8.4% | Reduced |
| AA Financial Advisors, LLC | 33,101 | $974.2K | 0.24% | +1,187+3.7% | Added |
| Westpac Banking Corp | 33,209 | $977.3K | 0.07% | −22,460−40.3% | Reduced |
| Everhart Financial Group, Inc. | 33,312 | $980.4K | 0.13% | +1,537+4.8% | Added |
| Fingerlakes Wealth Management, Inc. | 33,395 | $982.8K | 0.84% | −8,812−20.9% | Reduced |
| Grandview Asset Management LLC | 33,464 | $985.0K | 0.37% | +40.0% | Added |
| Sheets Smith Wealth Management | 33,563 | $987.8K | 0.12% | 00.0% | Unchanged |
| Horizon Investments, LLC | 33,590 | $988.6K | 0.03% | +1,213+3.7% | Added |
| Wellington Shields & Co., LLC | 33,847 | $996.1K | 0.31% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 33,850 | $996.2K | 0.01% | −4,694−12.2% | Reduced |
| Country Club Bank | 34,284 | $998.0K | 0.07% | −1,126−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 33,943 | $998.9K | 0.03% | −113,685−77.0% | Reduced |
| MUFG Securities Americas Inc. | 34,135 | $1.00M | 0.12% | +5,668+19.9% | Added |
| Sovereign Financial Group, Inc. | 34,305 | $1.01M | 0.23% | −1,263−3.6% | Reduced |
| Cobblestone Asset Management LLC | 34,318 | $1.01M | 0.59% | +150+0.4% | Added |
| CAPROCK Group, Inc. | 34,320 | $1.01M | 0.03% | −1,103−3.1% | Reduced |
| Davis R M Inc | 34,337 | $1.01M | 0.02% | +20,657+151.0% | Added |
| Versor Investments LP | 34,479 | $1.01M | 0.17% | −3,780−9.9% | Reduced |
| Advisory Alpha, LLC | 34,655 | $1.02M | 0.03% | −701−2.0% | Reduced |
| Walleye Capital LLC | 34,712 | $1.02M | 0.01% | −121,517−77.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 34,802 | $1.02M | 0.30% | +27,368+368.1% | Added |
| Wilkins Investment Counsel Inc | 34,900 | $1.03M | 0.15% | +3,900+12.6% | Added |
| Weil Company, Inc. | 35,200 | $1.04M | 0.31% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 35,284 | $1.04M | 0.16% | −1,721−4.7% | Reduced |
| Sapient Capital LLC | 35,355 | $1.04M | 0.02% | −714−2.0% | Reduced |
| Marshall Financial Group LLC | 35,405 | $1.04M | 0.23% | +1,804+5.4% | Added |
| Ostrum Asset Management | 35,553 | $1.05M | 0.06% | −945−2.6% | Reduced |
| Foster & Motley Inc | 35,559 | $1.05M | 0.07% | −5,711−13.8% | Reduced |
| Southeast Asset Advisors Inc. | 35,582 | $1.05M | 0.13% | +15,728+79.2% | Added |
| Ronald Blue Trust, Inc. | 35,716 | $1.05M | 0.01% | −11,836−24.9% | Reduced |
| Clark Capital Management Group, Inc. | 35,803 | $1.05M | 0.01% | −1,693,966−97.9% | Reduced |
| GAMMA Investing LLC | 35,910 | $1.06M | 0.08% | +6,766+23.2% | Added |
| Chatham Capital Group, Inc. | 36,131 | $1.06M | 0.18% | −300−0.8% | Reduced |
| Quadrant Capital Group LLC | 36,144 | $1.06M | 0.04% | +13,483+59.5% | Added |
| Reliant Investment Partners, LLC | 36,266 | $1.07M | 1.09% | −700−1.9% | Reduced |
| Novem Group | 36,398 | $1.07M | 0.15% | +8,190+29.0% | Added |
| DAGCO, Inc. | 36,462 | $1.07M | 0.35% | −3,543−8.9% | Reduced |
| Icon Advisers Inc | 36,500 | $1.07M | 0.25% | 00.0% | Unchanged |
| Spirit of America Management Corp | 36,600 | $1.08M | 0.22% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.08M | 0.38% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 36,710 | $1.08M | 0.74% | −650−1.7% | Reduced |
| Pitcairn Co | 36,868 | $1.09M | 0.07% | −748−2.0% | Reduced |
| Everence Capital Management Inc | 37,501 | $1.10M | 0.08% | −7,180−16.1% | Reduced |
| Sowell Financial Services LLC | 37,611 | $1.11M | 0.05% | +18,864+100.6% | Added |
| Machina Capital S.A.S. | 37,666 | $1.11M | 0.33% | +37,666 | New |
| Searle & Co. | 37,692 | $1.11M | 0.32% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 37,782 | $1.11M | 0.08% | +3,550+10.4% | Added |