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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 10,806 | $318.0K | 0.05% | −564−5.0% | Reduced |
| Sherbrooke Park Advisers LLC | 10,806 | $318.0K | 0.15% | +10,806 | New |
| TriaGen Wealth Management LLC | 10,807 | $318.0K | 0.11% | −717−6.2% | Reduced |
| Kitching Partners, LLC | 10,850 | $319.3K | 0.37% | +48+0.4% | Added |
| Caitlin John, LLC | 10,875 | $320.1K | 0.31% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 10,900 | $320.8K | 0.15% | −578−5.0% | Reduced |
| Farringdon Capital, Ltd. | 10,902 | $320.8K | 0.16% | +10,902 | New |
| Coastline Trust Co | 10,932 | $321.7K | 0.04% | −4,739−30.2% | Reduced |
| Nwam LLC | 10,938 | $321.9K | 0.03% | −6,298−36.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 10,942 | $322.0K | 0.01% | +1,261+13.0% | Added |
| Kinloch Capital, LLC | 10,947 | $322.2K | 0.15% | 00.0% | Unchanged |
| Greenfield Savings Bank | 10,981 | $323.2K | 0.16% | +486+4.6% | Added |
| First Nebraska Trust Co | 11,100 | $326.7K | 0.03% | 00.0% | Unchanged |
| Tufton Capital Management | 11,108 | $326.9K | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 11,179 | $329.0K | 0.04% | −4,588−29.1% | Reduced |
| Capital Asset Advisory Services LLC | 11,078 | $329.5K | 0.02% | −3,380−23.4% | Reduced |
| IMS Capital Management | 11,201 | $329.7K | 0.17% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,207 | $329.8K | 0.05% | −316−2.7% | Reduced |
| Integrated Advisors Network LLC | 11,223 | $330.3K | 0.02% | −966−7.9% | Reduced |
| Mayflower Financial Advisors, LLC | 11,238 | $330.7K | 0.05% | −590−5.0% | Reduced |
| Capital Investment Counsel, Inc | 11,286 | $332.1K | 0.05% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $332.2K | 0.07% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 11,296 | $332.4K | 0.26% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $333.7K | 0.09% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $334.0K | 0.11% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10,369 | $334.6K | 0.03% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 11,381 | $334.9K | 0.46% | −174−1.5% | Reduced |
| Crews Bank & Trust | 11,396 | $335.4K | 0.06% | 00.0% | Unchanged |
| Westmount Partners, LLC | 11,408 | $335.7K | 0.10% | +50+0.4% | Added |
| Philadelphia Trust Co | 11,400 | $336.0K | 0.03% | −3,600−24.0% | Reduced |
| SOL Capital Management CO | 11,400 | $336.0K | 0.04% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 11,470 | $337.6K | 0.12% | 00.0% | Unchanged |
| Sepio Capital, LP | 11,482 | $337.9K | 0.03% | −50−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $339.0K | 0.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,570 | $340.5K | 0.01% | −3,178−21.5% | Reduced |
| Strategic Financial Services, Inc, | 11,591 | $341.1K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 11,641 | $342.6K | 0.02% | +91+0.8% | Added |
| Spire Wealth Management | 11,698 | $344.3K | 0.01% | −871−6.9% | Reduced |
| Meridian Wealth Management, LLC | 11,700 | $344.3K | 0.02% | +327+2.9% | Added |
| Sunpointe, LLC | 11,740 | $345.5K | 0.18% | +29+0.2% | Added |
| JNBA Financial Advisors | 11,786 | $346.9K | 0.04% | +1,000+9.3% | Added |
| Latitude Advisors, LLC | 11,862 | $349.1K | 0.20% | −818−6.5% | Reduced |
| Flagship Wealth Advisors, LLC | 11,880 | $349.6K | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,952 | $351.7K | 0.03% | +2,513+26.6% | Added |
| Joel Isaacson & Co., LLC | 11,966 | $352.2K | 0.02% | −1,070−8.2% | Reduced |
| Alpha Omega Wealth Management LLC | 11,970 | $352.3K | 0.07% | −1,685−12.3% | Reduced |
| Barry Investment Advisors, LLC | 12,012 | $353.5K | 0.09% | +53+0.4% | Added |
| IFG Advisory, LLC | 12,071 | $355.2K | 0.02% | −48−0.4% | Reduced |
| Successful Portfolios LLC | 12,096 | $356.0K | 0.24% | 00.0% | Unchanged |
| Compass Financial Group, INC | 12,111 | $356.4K | 0.07% | +181+1.5% | Added |
| Federated Hermes, Inc. | 12,206 | $359.2K | 0.00% | +556+4.8% | Added |
| Ameritas Advisory Services, LLC | 11,709 | $359.6K | 0.01% | +459+4.1% | Added |
| Financial Network Wealth Management LLC | 12,300 | $361.0K | 0.13% | 00.0% | Unchanged |
| Courier Capital LLC | 12,299 | $361.9K | 0.02% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 12,300 | $362.0K | 0.09% | 00.0% | Unchanged |
| Elgethun Capital Management | 12,310 | $362.3K | 0.08% | −482−3.8% | Reduced |
| Chicago Partners Investment Group LLC | 12,773 | $362.4K | 0.01% | +466+3.8% | Added |
| Avantax Planning Partners, Inc. | 12,313 | $362.4K | 0.01% | −1,674−12.0% | Reduced |
| Traphagen Investment Advisors LLC | 12,328 | $362.8K | 0.04% | −792−6.0% | Reduced |
| Northwest Bancshares, Inc. | 12,351 | $363.5K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 12,455 | $364.2K | 0.03% | +3,246+35.2% | Added |
| FC Advisory LLC | 12,382 | $364.4K | 0.12% | 00.0% | Unchanged |
| Bangor Savings Bank | 12,389 | $364.6K | 0.03% | −285−2.2% | Reduced |
| Shufro Rose & Co LLC | 12,400 | $364.9K | 0.03% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 12,491 | $367.6K | 0.10% | +211+1.7% | Added |
| CWA Asset Management Group, LLC | 12,514 | $368.3K | 0.02% | +1,642+15.1% | Added |
| Flputnam Investment Management Co | 12,610 | $371.1K | 0.01% | −7,678−37.8% | Reduced |
| EverSource Wealth Advisors, LLC | 12,624 | $371.5K | 0.02% | +428+3.5% | Added |
| Trustmark National Bank Trust Department | 12,654 | $372.4K | 0.03% | −54−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 12,709 | $374.0K | 0.05% | −728−5.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 12,724 | $374.5K | 0.14% | −303−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,738 | $374.9K | 0.02% | +10+0.1% | Added |
| Patton Albertson Miller Group, LLC | 12,757 | $375.4K | 0.06% | +9+0.1% | Added |
| Murphy & Mullick Capital Management Corp | 12,780 | $376.1K | 0.36% | +10.0% | Added |
| Gables Capital Management Inc. | 12,800 | $376.7K | 0.19% | −150−1.2% | Reduced |
| Brass Tax Wealth Management, Inc | 12,811 | $377.0K | 0.08% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 12,859 | $378.4K | 0.03% | +3,741+41.0% | Added |
| Founders Financial Alliance, LLC | 12,981 | $382.0K | 0.09% | +1,098+9.2% | Added |
| Brandywine Oak Private Wealth LLC | 13,021 | $383.2K | 0.04% | −60.0% | Reduced |
| Nicolet Bankshares Inc | 13,030 | $383.5K | 0.08% | 00.0% | Unchanged |
| GTS Securities LLC | 13,045 | $383.9K | 0.02% | +5,595+75.1% | Added |
| Wallace Advisory Group, LLC | 11,928 | $384.9K | 0.27% | +1,114+10.3% | Added |
| Sagespring Wealth Partners, LLC | 13,087 | $385.2K | 0.01% | +415+3.3% | Added |
| Evergreen Capital Management LLC | 13,105 | $385.7K | 0.01% | +866+7.1% | Added |
| RCS Financial Planning, LLC | 13,201 | $388.5K | 0.21% | +9+0.1% | Added |
| Virtue Capital Management, LLC | 13,204 | $388.7K | 0.05% | +2,217+20.2% | Added |
| NBT Bank N A | 13,254 | $390.1K | 0.03% | −174−1.3% | Reduced |
| NorthRock Partners, LLC | 13,256 | $390.1K | 0.01% | −2,915−18.0% | Reduced |
| Simmons Bank | 13,416 | $394.8K | 0.03% | −244−1.8% | Reduced |
| Everett Harris & Co | 13,427 | $395.2K | 0.01% | −450−3.2% | Reduced |
| Fairfield, Bush & Co. | 13,440 | $395.5K | 0.25% | 00.0% | Unchanged |
| Rede Wealth, LLC | 13,468 | $396.4K | 0.14% | −687−4.9% | Reduced |
| Wendell David Associates Inc | 13,474 | $397.0K | 0.04% | −2,000−12.9% | Reduced |
| Vista Investment Partners II, LLC | 13,510 | $397.6K | 0.22% | −1,348−9.1% | Reduced |
| North Forty Two & Co. | 13,520 | $397.9K | 0.44% | 00.0% | Unchanged |
| Holderness Investments Co | 13,528 | $398.1K | 0.09% | −250−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 13,535 | $398.3K | 0.20% | +744+5.8% | Added |
| PDS Planning, Inc | 13,558 | $399.0K | 0.03% | +692+5.4% | Added |
| Catalytic Wealth RIA, LLC | 13,591 | $400.0K | 0.07% | −58−0.4% | Reduced |
| RIA Advisory Group LLC | 13,694 | $403.0K | 0.13% | +65+0.5% | Added |