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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 15,869 | $467.0K | 0.01% | +70.0% | Added |
| Partners in Financial Planning | 15,816 | $465.5K | 0.09% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15,807 | $465.2K | 0.06% | +69+0.4% | Added |
| First National Trust Co | 15,795 | $464.8K | 0.02% | −19,508−55.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,640 | $460.3K | 0.01% | −360−2.3% | Reduced |
| CX Institutional | 15,618 | $460.0K | 0.02% | −3,367−17.7% | Reduced |
| David Loasby | 16,525 | $459.7K | 0.05% | +286+1.8% | Added |
| Conning Inc. | 15,601 | $459.1K | 0.02% | −561−3.5% | Reduced |
| JGP Wealth Management, LLC | 15,560 | $457.9K | 0.06% | −127−0.8% | Reduced |
| Cidel Asset Management Inc | 15,453 | $454.8K | 0.03% | +774+5.3% | Added |
| Wedmont Private Capital | 16,220 | $454.3K | 0.02% | +711+4.6% | Added |
| Atomi Financial Group, Inc. | 15,414 | $453.6K | 0.02% | +971+6.7% | Added |
| Duncker Streett & Co Inc | 15,360 | $452.0K | 0.09% | −1,034−6.3% | Reduced |
| Oakworth Capital, Inc. | 15,344 | $451.6K | 0.03% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 15,304 | $450.4K | 0.04% | +10.0% | Added |
| Blue Bell Private Wealth Management, LLC | 15,288 | $449.9K | 0.09% | −1,016−6.2% | Reduced |
| Evercore Wealth Management, LLC | 15,233 | $448.3K | 0.01% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 15,188 | $447.0K | 0.02% | +7,661+101.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,173 | $446.5K | 0.04% | −969−6.0% | Reduced |
| Black Diamond Financial, LLC | 15,162 | $446.2K | 0.07% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 16,152 | $445.6K | 0.15% | −733−4.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,131 | $445.3K | 0.01% | −2,069−12.0% | Reduced |
| SlateStone Wealth, LLC | 15,108 | $445.0K | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 15,105 | $444.6K | 0.07% | −284−1.8% | Reduced |
| Crescent Sterling, Ltd. | 15,100 | $444.4K | 0.46% | 00.0% | Unchanged |
| Fragasso Group Inc. | 15,088 | $444.0K | 0.03% | +507+3.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,000 | $441.4K | 0.21% | −3,173−17.5% | Reduced |
| HBK Sorce Advisory LLC | 14,984 | $441.0K | 0.01% | +131+0.9% | Added |
| Sendero Wealth Management, LLC | 14,935 | $439.5K | 0.06% | +678+4.8% | Added |
| Meritas Wealth Management, LLC | 14,895 | $438.4K | 0.26% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $438.0K | 0.38% | 00.0% | Unchanged |
| Banco Santander, S.A. | 14,853 | $437.1K | 0.00% | +1,707+13.0% | Added |
| Private Wealth Asset Management, LLC | 14,714 | $433.0K | 0.06% | +14,714 | New |
| Premier Path Wealth Partners, LLC | 14,657 | $431.4K | 0.07% | −1,429−8.9% | Reduced |
| Mindset Wealth Management, LLC | 14,612 | $430.0K | 0.17% | +700+5.0% | Added |
| Bristlecone Advisors, LLC | 14,606 | $429.9K | 0.04% | 00.0% | Unchanged |
| Harbor Group, Inc. | 14,567 | $428.7K | 0.09% | +9+0.1% | Added |
| Viawealth, LLC | 14,516 | $427.2K | 0.26% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 14,446 | $425.1K | 0.19% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 14,384 | $423.3K | 0.37% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 14,380 | $423.2K | 0.03% | +3,784+35.7% | Added |
| Callan Family Office, LLC | 14,379 | $423.2K | 0.03% | −11,635−44.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 15,021 | $421.6K | 0.19% | +7,110+89.9% | Added |
| Alpha Family Trust | 14,320 | $421.4K | 0.25% | 00.0% | Unchanged |
| Belmont Capital, LLC | 14,291 | $420.6K | 0.08% | +14,291 | New |
| Platform Technology Partners | 14,276 | $420.1K | 0.12% | +81+0.6% | Added |
| Howard Bailey Securities, LLC | 14,216 | $418.4K | 0.14% | −69−0.5% | Reduced |
| Farther Finance Advisors, LLC | 14,154 | $418.1K | 0.01% | +5,382+61.4% | Added |
| Austin Private Wealth, LLC | 14,207 | $418.1K | 0.04% | +1,158+8.9% | Added |
| Secure Asset Management, LLC | 14,188 | $417.6K | 0.08% | −3,007−17.5% | Reduced |
| Tudor Financial Inc. | 14,157 | $416.6K | 0.25% | −995−6.6% | Reduced |
| Silver Oak Advisory Group, Inc. | 14,169 | $416.0K | 0.22% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 14,134 | $416.0K | 0.06% | −567−3.9% | Reduced |
| Canal Capital Management, LLC | 14,100 | $415.0K | 0.07% | +21+0.1% | Added |
| Argentarii, LLC | 14,077 | $414.3K | 0.21% | −7,697−35.3% | Reduced |
| Diversify Wealth Management, LLC | 14,746 | $413.6K | 0.03% | −4,677−24.1% | Reduced |
| Marathon Capital Management | 14,048 | $413.4K | 0.11% | 00.0% | Unchanged |
| 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 |
| Roof Eidam & Maycock | 13,941 | $410.3K | 0.11% | −2,400−14.7% | Reduced |
| Syverson Strege & Co | 13,937 | $410.2K | 0.13% | +96+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,884 | $408.6K | 0.05% | +317+2.3% | Added |
| FRG Family Wealth Advisors LLC | 13,860 | $407.9K | 0.08% | −750−5.1% | Reduced |
| Becker Capital Management Inc | 13,852 | $407.7K | 0.01% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 13,800 | $406.1K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 13,776 | $405.4K | 0.03% | −419−3.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 13,722 | $403.9K | 0.02% | −8,492−38.2% | Reduced |
| Ransom Advisory, Ltd | 13,700 | $403.2K | 0.20% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 13,694 | $403.0K | 0.13% | +65+0.5% | Added |
| Catalytic Wealth RIA, LLC | 13,591 | $400.0K | 0.07% | −58−0.4% | Reduced |
| PDS Planning, Inc | 13,558 | $399.0K | 0.03% | +692+5.4% | Added |
| Deseret Mutual Benefit Administrators | 13,535 | $398.3K | 0.20% | +744+5.8% | Added |
| Holderness Investments Co | 13,528 | $398.1K | 0.09% | −250−1.8% | Reduced |
| North Forty Two & Co. | 13,520 | $397.9K | 0.44% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 13,510 | $397.6K | 0.22% | −1,348−9.1% | Reduced |
| Wendell David Associates Inc | 13,474 | $397.0K | 0.04% | −2,000−12.9% | Reduced |
| Rede Wealth, LLC | 13,468 | $396.4K | 0.14% | −687−4.9% | Reduced |
| Fairfield, Bush & Co. | 13,440 | $395.5K | 0.25% | 00.0% | Unchanged |
| Everett Harris & Co | 13,427 | $395.2K | 0.01% | −450−3.2% | Reduced |
| Simmons Bank | 13,416 | $394.8K | 0.03% | −244−1.8% | Reduced |
| NorthRock Partners, LLC | 13,256 | $390.1K | 0.01% | −2,915−18.0% | Reduced |
| NBT Bank N A | 13,254 | $390.1K | 0.03% | −174−1.3% | Reduced |
| Virtue Capital Management, LLC | 13,204 | $388.7K | 0.05% | +2,217+20.2% | Added |
| RCS Financial Planning, LLC | 13,201 | $388.5K | 0.21% | +9+0.1% | Added |
| Evergreen Capital Management LLC | 13,105 | $385.7K | 0.01% | +866+7.1% | Added |
| Sagespring Wealth Partners, LLC | 13,087 | $385.2K | 0.01% | +415+3.3% | Added |
| Wallace Advisory Group, LLC | 11,928 | $384.9K | 0.27% | +1,114+10.3% | Added |
| GTS Securities LLC | 13,045 | $383.9K | 0.02% | +5,595+75.1% | Added |
| Nicolet Bankshares Inc | 13,030 | $383.5K | 0.08% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 13,021 | $383.2K | 0.04% | −60.0% | Reduced |
| Founders Financial Alliance, LLC | 12,981 | $382.0K | 0.09% | +1,098+9.2% | Added |
| Diversified Enterprises, LLC | 12,859 | $378.4K | 0.03% | +3,741+41.0% | Added |
| Brass Tax Wealth Management, Inc | 12,811 | $377.0K | 0.08% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 12,800 | $376.7K | 0.19% | −150−1.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 12,780 | $376.1K | 0.36% | +10.0% | Added |
| Patton Albertson Miller Group, LLC | 12,757 | $375.4K | 0.06% | +9+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 12,738 | $374.9K | 0.02% | +10+0.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 12,724 | $374.5K | 0.14% | −303−2.3% | Reduced |
| Moloney Securities Asset Management, LLC | 12,709 | $374.0K | 0.05% | −728−5.4% | Reduced |
| Trustmark National Bank Trust Department | 12,654 | $372.4K | 0.03% | −54−0.4% | Reduced |