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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $61.2K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,096 | $61.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,180 | $64.0K | 0.01% | −472−17.8% | Reduced |
| Silvant Capital Management LLC | 2,199 | $64.7K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,204 | $64.9K | 0.01% | +10+0.5% | Added |
| Trifecta Capital Advisors, LLC | 2,217 | $65.2K | 0.01% | −900−28.9% | Reduced |
| Versant Capital Management, Inc | 2,226 | $65.5K | 0.01% | −802−26.5% | Reduced |
| Riverview Trust Co | 2,329 | $68.5K | 0.07% | −74−3.1% | Reduced |
| North Capital, Inc. | 2,353 | $69.2K | 0.07% | +2,353 | New |
| Bernard Wealth Management Corp. | 2,357 | $69.4K | 0.03% | +71+3.1% | Added |
| Key Financial Inc | 2,361 | $69.5K | 0.02% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 2,400 | $70.0K | 0.00% | +2,400 | New |
| MV Capital Management, Inc. | 2,431 | $71.5K | 0.01% | −325−11.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,502 | $73.6K | 0.01% | −320−11.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,512 | $73.9K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,542 | $74.0K | 0.03% | +2,542 | New |
| DHJJ Financial Advisors, Ltd. | 2,541 | $74.8K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,594 | $76.3K | 0.03% | +1,202+86.4% | Added |
| Proffitt & Goodson Inc | 2,641 | $77.7K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,105 | $78.0K | 0.04% | +97+4.8% | Added |
| Atlantic Trust, LLC | 2,745 | $80.8K | 0.02% | +12+0.4% | Added |
| Gen-Wealth Partners Inc | 2,922 | $86.0K | 0.04% | −110−3.6% | Reduced |
| Pinney & Scofield, Inc. | 2,925 | $86.1K | 0.06% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,985 | $87.8K | 0.01% | +23+0.8% | Added |
| Kimelman & Baird, LLC | 3,000 | $88.3K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $88.7K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,034 | $89.3K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,060 | $90.0K | 0.01% | +173+6.0% | Added |
| Hemington Wealth Management | 3,119 | $91.0K | 0.01% | +254+8.9% | Added |
| Avion Wealth | 2,856 | $92.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 3,156 | $93.0K | 0.06% | −30−0.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3,222 | $94.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,239 | $95.3K | 0.01% | +2,219+217.5% | Added |
| Financial Management Professionals, Inc. | 3,240 | $95.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,247 | $95.6K | 0.01% | +487+17.6% | Added |
| Dunhill Financial, LLC | 3,264 | $96.1K | 0.04% | −25−0.8% | Reduced |
| Hexagon Capital Partners LLC | 3,307 | $97.3K | 0.02% | −162−4.7% | Reduced |
| Old Second National Bank of Aurora | 3,400 | $100.1K | 0.02% | −2,736−44.6% | Reduced |
| Vision Financial Markets LLC | 3,400 | $100.1K | 0.11% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 103,163 | $103.2K | 0.02% | +103,163 | New |
| Holos Integrated Wealth LLC | 3,520 | $103.6K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,545 | $104.3K | 0.01% | −3,305−48.2% | Reduced |
| Sofos Investments, Inc. | 3,600 | $105.9K | 0.02% | +3,600 | New |
| Golden State Wealth Management, LLC | 3,637 | $107.1K | 0.02% | −26−0.7% | Reduced |
| TD Capital Management LLC | 3,645 | $107.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 3,725 | $109.6K | 0.03% | −19,731−84.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,778 | $111.2K | 0.00% | −8,210−68.5% | Reduced |
| Union Savings Bank | 3,800 | $111.8K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,899 | $114.7K | 0.00% | −2,267−36.8% | Reduced |
| Chelsea Counsel Co | 4,100 | $120.7K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4,128 | $121.5K | 0.09% | −1,175−22.2% | Reduced |
| Perkins Coie Trust Co | 4,148 | $122.1K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 4,160 | $122.4K | 0.01% | +2,000+92.6% | Added |
| Tompkins Financial Corp | 4,300 | $126.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,318 | $127.1K | 0.02% | −456−9.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,350 | $128.0K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,364 | $128.4K | 0.10% | +638+17.1% | Added |
| Slocum, Gordon & Co LLP | 4,500 | $132.4K | 0.10% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,514 | $132.9K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,588 | $135.0K | 0.00% | +241+5.5% | Added |
| CVA Family Office, LLC | 4,658 | $137.1K | 0.02% | −1,143−19.7% | Reduced |
| Advisors Asset Management, Inc. | 4,669 | $137.4K | 0.00% | −4,491−49.0% | Reduced |
| ZRC Wealth Management, LLC | 4,734 | $139.3K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,740 | $139.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,751 | $139.8K | 0.04% | −6−0.1% | Reduced |
| Colonial Trust Advisors | 4,899 | $144.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,289 | $145.9K | 0.00% | −855−13.9% | Reduced |
| Asset Dedication, LLC | 5,197 | $152.9K | 0.01% | +25+0.5% | Added |
| Glen Eagle Advisors, LLC | 5,260 | $154.8K | 0.03% | −4,738−47.4% | Reduced |
| Sentry Investment Management LLC | 5,781 | $157.0K | 0.11% | −1,727−23.0% | Reduced |
| Paladin Advisory Group, LLC | 5,387 | $158.5K | 0.13% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 5,465 | $160.8K | 0.11% | +5,465 | New |
| Cheviot Value Management, LLC | 5,730 | $163.1K | 0.02% | +5,730 | New |
| Cromwell Holdings LLC | 5,613 | $165.2K | 0.11% | −428−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 5,640 | $166.0K | 0.01% | −7,560−57.3% | Reduced |
| Quent Capital, LLC | 5,647 | $166.2K | 0.02% | +712+14.4% | Added |
| Roxbury Financial LLC | 5,211 | $166.8K | 0.16% | −171−3.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,794 | $170.5K | 0.10% | +617+11.9% | Added |
| Acadian Asset Management LLC | 5,847 | $172.0K | 0.00% | −11,867−67.0% | Reduced |
| Valley National Advisers Inc | 5,895 | $173.0K | 0.03% | +345+6.2% | Added |
| Aster Capital Management (DIFC) Ltd | 5,416 | $173.4K | 0.03% | +5,416 | New |
| Truvestments Capital LLC | 5,916 | $174.1K | 0.04% | +2,004+51.2% | Added |
| Transamerica Financial Advisors, Inc. | 5,966 | $176.0K | 0.02% | +2,132+55.6% | Added |
| Country Trust Bank | 6,000 | $176.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,043 | $177.8K | 0.02% | +8+0.1% | Added |
| BankPlus Trust Department | 6,130 | $180.4K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6,240 | $183.6K | 0.07% | 00.0% | Unchanged |
| Caption Management, LLC | 6,500 | $191.3K | 0.01% | −2,976−31.4% | Reduced |
| Mirova | 6,578 | $193.6K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,594 | $194.0K | 0.02% | +6,587+94,100.0% | Added |
| Larson Financial Group LLC | 6,639 | $195.4K | 0.01% | +1,034+18.4% | Added |
| White Pine Capital LLC | 6,808 | $200.4K | 0.07% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 6,863 | $202.0K | 0.01% | −514−7.0% | Reduced |
| Madison Asset Management, LLC | 6,888 | $202.7K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 6,922 | $203.7K | 0.04% | −9−0.1% | Reduced |
| Rothschild Investment LLC | 6,947 | $204.4K | 0.01% | +234+3.5% | Added |
| Summit Asset Management, LLC | 6,947 | $204.5K | 0.04% | +14+0.2% | Added |
| Defender Capital, LLC. | 6,910 | $204.5K | 0.08% | 00.0% | Unchanged |
| Martin Worley Group | 6,997 | $205.9K | 0.12% | −457−6.1% | Reduced |
| Verum Partners LLC | 6,997 | $205.9K | 0.06% | +6,997 | New |