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 |
|---|---|---|---|---|---|
| Benin Management CORP | 22,360 | $658.1K | 0.19% | −2,740−10.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 22,369 | $658.3K | 0.10% | −643−2.8% | Reduced |
| Main Street Financial Solutions, LLC | 22,387 | $658.8K | 0.06% | −542−2.4% | Reduced |
| Genesee Capital Advisors, LLC | 22,422 | $659.9K | 0.33% | −853−3.7% | Reduced |
| Arete Wealth Advisors, LLC | 22,533 | $663.0K | 0.05% | +1,016+4.7% | Added |
| Avidian Wealth Solutions, LLC | 22,564 | $664.1K | 0.03% | −9,165−28.9% | Reduced |
| Sanders Morris Harris LLC | 22,500 | $664.6K | 0.10% | 00.0% | Unchanged |
| Valley Brook Capital Group | 22,750 | $669.5K | 0.53% | −200−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 22,751 | $669.6K | 0.05% | −1,598−6.6% | Reduced |
| Nexus Investment Management ULC | 15,840 | $670.6K | 0.08% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 22,794 | $670.8K | 0.10% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22,807 | $671.2K | 0.02% | −883−3.7% | Reduced |
| Bryn Mawr Trust Co | 22,977 | $676.2K | 0.01% | −1,385−5.7% | Reduced |
| Castle Wealth Management LLC | 23,073 | $679.0K | 0.27% | +984+4.5% | Added |
| Welch & Forbes LLC | 23,090 | $679.5K | 0.01% | +66+0.3% | Added |
| Cadinha & Co LLC | 23,091 | $679.6K | 0.15% | −2,525−9.9% | Reduced |
| Rodgers Brothers Inc. | 23,125 | $680.6K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 23,129 | $680.7K | 0.04% | −7,249−23.9% | Reduced |
| RMR Capital Management, LLC | 23,278 | $685.1K | 0.49% | 00.0% | Unchanged |
| Grove Bank & Trust | 23,309 | $686.0K | 0.09% | +1,339+6.1% | Added |
| Pioneer Trust Bank N A | 23,385 | $688.2K | 0.18% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 23,389 | $688.3K | 0.21% | +23,389 | New |
| Sound View Wealth Advisors Group, LLC | 23,433 | $689.6K | 0.06% | +81+0.3% | Added |
| Caxton Associates LLP | 23,534 | $692.6K | 0.02% | +23,534 | New |
| ELCO Management Co., LLC | 23,630 | $695.4K | 0.38% | +120+0.5% | Added |
| Ambassador Advisors, LLC | 23,633 | $695.5K | 0.12% | −208−0.9% | Reduced |
| LMR Partners LLP | 23,654 | $696.1K | 0.01% | −3,906−14.2% | Reduced |
| Shell Asset Management Co | 23,729 | $698.0K | 0.03% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 23,742 | $698.7K | 0.36% | +37+0.2% | Added |
| Accurate Wealth Management, LLC | 24,966 | $699.3K | 0.13% | +2,149+9.4% | Added |
| Gibbs Wealth Management | 23,897 | $703.3K | 0.17% | +3,054+14.7% | Added |
| Rossmore Private Capital | 23,921 | $704.0K | 0.09% | +1,031+4.5% | Added |
| Pinnacle Financial Partners Inc | 23,934 | $704.4K | 0.01% | −9,235−27.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 24,049 | $707.8K | 0.40% | −3,300−12.1% | Reduced |
| Partners Wealth Management, LLC | 24,105 | $709.4K | 0.80% | −199−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 24,233 | $713.2K | 0.13% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 24,301 | $715.2K | 0.09% | −811−3.2% | Reduced |
| Stratos Wealth Partners, LTD. | 24,312 | $715.5K | 0.01% | −16,308−40.1% | Reduced |
| Paradigm Financial Partners, LLC | 24,384 | $717.6K | 0.09% | −4,720−16.2% | Reduced |
| Fulton Bank, N.A. | 24,442 | $719.3K | 0.03% | −6,063−19.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,451 | $719.6K | 0.08% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 24,558 | $722.7K | 0.19% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 24,653 | $725.5K | 0.02% | −10,515−29.9% | Reduced |
| Vinva Investment Management Ltd | 24,943 | $726.1K | 0.03% | −10,052−28.7% | Reduced |
| Quantum Private Wealth, LLC | 24,747 | $728.3K | 0.28% | −699−2.7% | Reduced |
| Continuum Advisory, LLC | 24,755 | $728.5K | 0.09% | −779−3.1% | Reduced |
| Aberdeen Wealth Management LLC | 24,800 | $729.9K | 0.50% | 00.0% | Unchanged |
| Syon Capital LLC | 24,800 | $729.9K | 0.06% | +1,762+7.6% | Added |
| Checchi Capital Advisers, LLC | 24,848 | $731.3K | 0.05% | +262+1.1% | Added |
| Prosperity Consulting Group, LLC | 24,872 | $732.0K | 0.06% | +2,811+12.7% | Added |
| Werlinich Asset Management, LLC | 25,026 | $736.5K | 0.47% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 25,082 | $738.2K | 0.06% | +1,085+4.5% | Added |
| Thoroughbred Financial Services, LLC | 25,435 | $748.0K | 0.05% | −1,578−5.8% | Reduced |
| Northstar Group, Inc. | 25,429 | $748.4K | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25,561 | $752.3K | 0.05% | +7,580+42.2% | Added |
| Integrated Wealth Concepts LLC | 25,649 | $754.8K | 0.01% | −2,514−8.9% | Reduced |
| Rehmann Capital Advisory Group | 25,662 | $755.2K | 0.05% | +809+3.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 25,677 | $755.7K | 0.27% | 00.0% | Unchanged |
| Busey Wealth Management | 25,870 | $761.4K | 0.03% | −3,916−13.1% | Reduced |
| Capstone Investment Advisors, LLC | 25,889 | $761.9K | 0.01% | −19,586−43.1% | Reduced |
| Walker Asset Management, LLC | 25,917 | $762.7K | 0.46% | +138+0.5% | Added |
| Commonwealth Financial Services, LLC | 26,001 | $765.2K | 0.16% | −606−2.3% | Reduced |
| Hanson & Doremus Investment Management | 26,080 | $768.0K | 0.11% | +18,731+254.9% | Added |
| Cary Street Partners Financial LLC | 26,139 | $769.3K | 0.02% | −2,096−7.4% | Reduced |
| Davidson Trust Co | 26,158 | $769.8K | 0.37% | +3,818+17.1% | Added |
| RMR Wealth Builders | 26,263 | $772.9K | 0.08% | +140+0.5% | Added |
| Arkadios Wealth Advisors | 26,276 | $773.3K | 0.03% | +4,773+22.2% | Added |
| Tradewinds, LLC. | 26,318 | $774.5K | 0.22% | +6,606+33.5% | Added |
| South State Corp. | 26,351 | $775.5K | 0.04% | +2,033+8.4% | Added |
| Morse Asset Management, Inc | 26,700 | $785.8K | 0.20% | 00.0% | Unchanged |
| City Holding Co | 26,714 | $786.1K | 0.11% | −1,609−5.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 26,890 | $791.4K | 0.52% | 00.0% | Unchanged |
| Adirondack Trust Co | 26,956 | $793.3K | 0.31% | −131−0.5% | Reduced |
| Smartleaf Asset Management LLC | 27,329 | $795.6K | 0.08% | +380+1.4% | Added |
| Confluence Wealth Services, Inc. | 28,927 | $798.1K | 0.05% | −296−1.0% | Reduced |
| Norden Group LLC | 27,249 | $801.9K | 0.09% | −3,381−11.0% | Reduced |
| Diversify Advisory Services, LLC | 28,610 | $802.5K | 0.05% | +4,506+18.7% | Added |
| Heritage Wealth Management, Inc. | 27,299 | $803.4K | 0.27% | −275−1.0% | Reduced |
| Portside Wealth Group, LLC | 27,335 | $804.5K | 0.13% | +361+1.3% | Added |
| Sig Brokerage, LP | 27,340 | $804.6K | 0.23% | −5,612−17.0% | Reduced |
| Community Trust & Investment Co | 27,354 | $805.0K | 0.05% | 00.0% | Unchanged |
| Scientech Research LLC | 27,454 | $808.0K | 0.21% | +27,454 | New |
| Aviso Financial Inc. | 27,482 | $808.8K | 0.04% | +3,191+13.1% | Added |
| Lyell Wealth Management, LP | 27,508 | $809.6K | 0.08% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 27,573 | $811.5K | 0.49% | +1,912+7.5% | Added |
| Stony Point Wealth Management Inc. | 27,587 | $811.9K | 0.35% | +15+0.1% | Added |
| Sawgrass Asset Management LLC | 27,636 | $813.3K | 0.10% | −283−1.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 27,750 | $816.7K | 0.08% | 00.0% | Unchanged |
| Resolution Capital Ltd | 27,889 | $820.8K | 0.02% | −91,756−76.7% | Reduced |
| L.M. Kohn & Company | 28,021 | $824.7K | 0.22% | +69+0.2% | Added |
| Aviance Capital Partners, LLC | 28,342 | $834.1K | 0.12% | −183−0.6% | Reduced |
| Bath Savings Trust Co | 28,414 | $836.2K | 0.09% | −21,300−42.8% | Reduced |
| Independent Financial Group, LLC | 28,423 | $836.5K | 0.03% | +8,778+44.7% | Added |
| Erste Asset Management GmbH | 28,824 | $839.1K | 0.01% | +4,823+20.1% | Added |
| Acorn Wealth Advisors, LLC | 28,516 | $839.2K | 0.35% | −149−0.5% | Reduced |
| TCW Group Inc | 28,605 | $841.8K | 0.01% | +1,529+5.6% | Added |
| Modera Wealth Management, LLC | 28,614 | $842.1K | 0.01% | −1,719−5.7% | Reduced |
| Horan Securities, Inc. | 28,776 | $846.9K | 0.32% | 00.0% | Unchanged |
| Navalign, LLC | 28,914 | $850.9K | 0.24% | −385−1.3% | Reduced |
| Howland Capital Management LLC | 29,037 | $854.6K | 0.04% | −66−0.2% | Reduced |