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 |
|---|---|---|---|---|---|
| Ransom Advisory, Ltd | 13,700 | $403.2K | 0.20% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 13,722 | $403.9K | 0.02% | −8,492−38.2% | Reduced |
| Money Concepts Capital Corp | 13,776 | $405.4K | 0.03% | −419−3.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,800 | $406.1K | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 13,852 | $407.7K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 13,860 | $407.9K | 0.08% | −750−5.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,884 | $408.6K | 0.05% | +317+2.3% | Added |
| Syverson Strege & Co | 13,937 | $410.2K | 0.13% | +96+0.7% | Added |
| Roof Eidam & Maycock | 13,941 | $410.3K | 0.11% | −2,400−14.7% | Reduced |
| Harvey Investment Co LLC | 13,986 | $412.0K | 0.05% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 14,015 | $412.0K | 0.12% | +3,617+34.8% | Added |
| Marathon Capital Management | 14,048 | $413.4K | 0.11% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 14,746 | $413.6K | 0.03% | −4,677−24.1% | Reduced |
| Argentarii, LLC | 14,077 | $414.3K | 0.21% | −7,697−35.3% | Reduced |
| Canal Capital Management, LLC | 14,100 | $415.0K | 0.07% | +21+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 14,134 | $416.0K | 0.06% | −567−3.9% | Reduced |
| Silver Oak Advisory Group, Inc. | 14,169 | $416.0K | 0.22% | 00.0% | Unchanged |
| Tudor Financial Inc. | 14,157 | $416.6K | 0.25% | −995−6.6% | Reduced |
| Secure Asset Management, LLC | 14,188 | $417.6K | 0.08% | −3,007−17.5% | Reduced |
| Austin Private Wealth, LLC | 14,207 | $418.1K | 0.04% | +1,158+8.9% | Added |
| Farther Finance Advisors, LLC | 14,154 | $418.1K | 0.01% | +5,382+61.4% | Added |
| Howard Bailey Securities, LLC | 14,216 | $418.4K | 0.14% | −69−0.5% | Reduced |
| Platform Technology Partners | 14,276 | $420.1K | 0.12% | +81+0.6% | Added |
| Belmont Capital, LLC | 14,291 | $420.6K | 0.08% | +14,291 | New |
| Alpha Family Trust | 14,320 | $421.4K | 0.25% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 15,021 | $421.6K | 0.19% | +7,110+89.9% | Added |
| Callan Family Office, LLC | 14,379 | $423.2K | 0.03% | −11,635−44.7% | Reduced |
| Cornerstone Wealth Management, LLC | 14,380 | $423.2K | 0.03% | +3,784+35.7% | Added |
| Piscataqua Savings Bank | 14,384 | $423.3K | 0.37% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 14,446 | $425.1K | 0.19% | 00.0% | Unchanged |
| Viawealth, LLC | 14,516 | $427.2K | 0.26% | 00.0% | Unchanged |
| Harbor Group, Inc. | 14,567 | $428.7K | 0.09% | +9+0.1% | Added |
| Bristlecone Advisors, LLC | 14,606 | $429.9K | 0.04% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 14,612 | $430.0K | 0.17% | +700+5.0% | Added |
| Premier Path Wealth Partners, LLC | 14,657 | $431.4K | 0.07% | −1,429−8.9% | Reduced |
| Private Wealth Asset Management, LLC | 14,714 | $433.0K | 0.06% | +14,714 | New |
| Banco Santander, S.A. | 14,853 | $437.1K | 0.00% | +1,707+13.0% | Added |
| Magnolia Capital Management Ltd | 14,895 | $438.0K | 0.38% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 14,895 | $438.4K | 0.26% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 14,935 | $439.5K | 0.06% | +678+4.8% | Added |
| HBK Sorce Advisory LLC | 14,984 | $441.0K | 0.01% | +131+0.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,000 | $441.4K | 0.21% | −3,173−17.5% | Reduced |
| Fragasso Group Inc. | 15,088 | $444.0K | 0.03% | +507+3.5% | Added |
| Crescent Sterling, Ltd. | 15,100 | $444.4K | 0.46% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 15,105 | $444.6K | 0.07% | −284−1.8% | Reduced |
| SlateStone Wealth, LLC | 15,108 | $445.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,131 | $445.3K | 0.01% | −2,069−12.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 16,152 | $445.6K | 0.15% | −733−4.3% | Reduced |
| Black Diamond Financial, LLC | 15,162 | $446.2K | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 15,173 | $446.5K | 0.04% | −969−6.0% | Reduced |
| Integrity Alliance, LLC. | 15,188 | $447.0K | 0.02% | +7,661+101.8% | Added |
| Evercore Wealth Management, LLC | 15,233 | $448.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15,288 | $449.9K | 0.09% | −1,016−6.2% | Reduced |
| RKL Wealth Management LLC | 15,304 | $450.4K | 0.04% | +10.0% | Added |
| Oakworth Capital, Inc. | 15,344 | $451.6K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 15,360 | $452.0K | 0.09% | −1,034−6.3% | Reduced |
| Atomi Financial Group, Inc. | 15,414 | $453.6K | 0.02% | +971+6.7% | Added |
| Wedmont Private Capital | 16,220 | $454.3K | 0.02% | +711+4.6% | Added |
| Cidel Asset Management Inc | 15,453 | $454.8K | 0.03% | +774+5.3% | Added |
| JGP Wealth Management, LLC | 15,560 | $457.9K | 0.06% | −127−0.8% | Reduced |
| Conning Inc. | 15,601 | $459.1K | 0.02% | −561−3.5% | Reduced |
| David Loasby | 16,525 | $459.7K | 0.05% | +286+1.8% | Added |
| CX Institutional | 15,618 | $460.0K | 0.02% | −3,367−17.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,640 | $460.3K | 0.01% | −360−2.3% | Reduced |
| First National Trust Co | 15,795 | $464.8K | 0.02% | −19,508−55.3% | Reduced |
| Manchester Capital Management LLC | 15,807 | $465.2K | 0.06% | +69+0.4% | Added |
| Partners in Financial Planning | 15,816 | $465.5K | 0.09% | 00.0% | Unchanged |
| Bailard, Inc. | 15,869 | $467.0K | 0.01% | +70.0% | Added |
| Covenant Partners, LLC | 15,885 | $467.5K | 0.15% | −1,040−6.1% | Reduced |
| Waypoint Wealth Partners Inc. | 15,895 | $467.8K | 0.13% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 16,000 | $470.9K | 0.17% | +2,100+15.1% | Added |
| Revolve Wealth Partners, LLC | 16,042 | $472.1K | 0.07% | +1,313+8.9% | Added |
| Proficio Capital Partners LLC | 16,134 | $474.8K | 0.04% | −2,123−11.6% | Reduced |
| Portfolio Design Labs, LLC | 16,190 | $476.5K | 0.10% | −17,947−52.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,200 | $476.8K | 0.01% | +7,007+76.2% | Added |
| Parallel Advisors, LLC | 16,219 | $477.3K | 0.01% | −2,410−12.9% | Reduced |
| Taylor Financial Group, Inc. | 16,222 | $477.4K | 0.33% | −1,925−10.6% | Reduced |
| Wright Investors Service Inc | 16,258 | $478.5K | 0.16% | −42,301−72.2% | Reduced |
| First Citizens Bank & Trust Co | 16,341 | $480.9K | 0.01% | −641−3.8% | Reduced |
| Indiana Trust & Investment Management CO | 16,404 | $482.8K | 0.17% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 16,410 | $482.9K | 0.40% | −44,700−73.1% | Reduced |
| Smith, Salley & Associates | 16,514 | $486.0K | 0.03% | +183+1.1% | Added |
| Mason & Associates, LLC | 16,521 | $486.2K | 0.14% | +50.0% | Added |
| SageView Advisory Group, LLC | 16,619 | $489.1K | 0.02% | +5,628+51.2% | Added |
| Catalyst Financial Partners LLC | 16,688 | $491.1K | 0.09% | −873−5.0% | Reduced |
| Charles Schwab Trust Co | 16,738 | $492.6K | 0.04% | +16,738 | New |
| Yukon Wealth Management, Inc. | 16,759 | $493.2K | 0.20% | +16,759 | New |
| Verus Capital Partners, LLC | 16,764 | $493.4K | 0.05% | +141+0.8% | Added |
| Osborne Partners Capital Management, LLC | 16,785 | $494.0K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 16,792 | $494.2K | 0.25% | +2,377+16.5% | Added |
| Flagship Harbor Advisors, LLC | 16,893 | $497.2K | 0.03% | −1,817−9.7% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $498.0K | 0.07% | 00.0% | Unchanged |
| Carlson Capital L P | 17,000 | $500.3K | 0.28% | +17,000 | New |
| My Legacy Advisors, LLC | 17,022 | $501.0K | 0.19% | −86−0.5% | Reduced |
| Financial Advocates Investment Management | 17,027 | $501.1K | 0.04% | −1,191−6.5% | Reduced |
| Guyasuta Investment Advisors Inc | 17,100 | $503.3K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 17,109 | $503.5K | 0.25% | −297−1.7% | Reduced |
| Chronos Wealth Management, LLC | 17,110 | $503.5K | 0.27% | +425+2.5% | Added |
| Gryphon Financial Partners LLC | 17,158 | $505.0K | 0.07% | +1,331+8.4% | Added |
| Dorsey & Whitney Trust CO LLC | 17,177 | $505.5K | 0.03% | −959−5.3% | Reduced |