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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 12,624 | $371.5K | 0.02% | +428+3.5% | Added |
| Flputnam Investment Management Co | 12,610 | $371.1K | 0.01% | −7,678−37.8% | Reduced |
| CWA Asset Management Group, LLC | 12,514 | $368.3K | 0.02% | +1,642+15.1% | Added |
| Outlook Wealth Advisors, LLC | 12,491 | $367.6K | 0.10% | +211+1.7% | Added |
| Shufro Rose & Co LLC | 12,400 | $364.9K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 12,389 | $364.6K | 0.03% | −285−2.2% | Reduced |
| FC Advisory LLC | 12,382 | $364.4K | 0.12% | 00.0% | Unchanged |
| Leonteq Securities AG | 12,455 | $364.2K | 0.03% | +3,246+35.2% | Added |
| Northwest Bancshares, Inc. | 12,351 | $363.5K | 0.07% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 12,328 | $362.8K | 0.04% | −792−6.0% | Reduced |
| Avantax Planning Partners, Inc. | 12,313 | $362.4K | 0.01% | −1,674−12.0% | Reduced |
| Chicago Partners Investment Group LLC | 12,773 | $362.4K | 0.01% | +466+3.8% | Added |
| Elgethun Capital Management | 12,310 | $362.3K | 0.08% | −482−3.8% | Reduced |
| Redmond Asset Management, LLC | 12,300 | $362.0K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 12,299 | $361.9K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 12,300 | $361.0K | 0.13% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,709 | $359.6K | 0.01% | +459+4.1% | Added |
| Federated Hermes, Inc. | 12,206 | $359.2K | 0.00% | +556+4.8% | Added |
| Compass Financial Group, INC | 12,111 | $356.4K | 0.07% | +181+1.5% | Added |
| Successful Portfolios LLC | 12,096 | $356.0K | 0.24% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12,071 | $355.2K | 0.02% | −48−0.4% | Reduced |
| Barry Investment Advisors, LLC | 12,012 | $353.5K | 0.09% | +53+0.4% | Added |
| Alpha Omega Wealth Management LLC | 11,970 | $352.3K | 0.07% | −1,685−12.3% | Reduced |
| Joel Isaacson & Co., LLC | 11,966 | $352.2K | 0.02% | −1,070−8.2% | Reduced |
| International Assets Investment Management, LLC | 11,952 | $351.7K | 0.03% | +2,513+26.6% | Added |
| Flagship Wealth Advisors, LLC | 11,880 | $349.6K | 0.15% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 11,862 | $349.1K | 0.20% | −818−6.5% | Reduced |
| JNBA Financial Advisors | 11,786 | $346.9K | 0.04% | +1,000+9.3% | Added |
| Sunpointe, LLC | 11,740 | $345.5K | 0.18% | +29+0.2% | Added |
| Meridian Wealth Management, LLC | 11,700 | $344.3K | 0.02% | +327+2.9% | Added |
| Spire Wealth Management | 11,698 | $344.3K | 0.01% | −871−6.9% | Reduced |
| Simon Quick Advisors, LLC | 11,641 | $342.6K | 0.02% | +91+0.8% | Added |
| Strategic Financial Services, Inc, | 11,591 | $341.1K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,570 | $340.5K | 0.01% | −3,178−21.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $339.0K | 0.07% | 00.0% | Unchanged |
| Sepio Capital, LP | 11,482 | $337.9K | 0.03% | −50−0.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,470 | $337.6K | 0.12% | 00.0% | Unchanged |
| 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 |
| Westmount Partners, LLC | 11,408 | $335.7K | 0.10% | +50+0.4% | Added |
| Crews Bank & Trust | 11,396 | $335.4K | 0.06% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 11,381 | $334.9K | 0.46% | −174−1.5% | Reduced |
| Armstrong Advisory Group, Inc | 10,369 | $334.6K | 0.03% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $334.0K | 0.11% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $333.7K | 0.09% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 11,296 | $332.4K | 0.26% | 00.0% | Unchanged |
| Financial Advisors, LLC | 11,289 | $332.2K | 0.07% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 11,286 | $332.1K | 0.05% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,238 | $330.7K | 0.05% | −590−5.0% | Reduced |
| Integrated Advisors Network LLC | 11,223 | $330.3K | 0.02% | −966−7.9% | Reduced |
| Souders Financial Advisors | 11,207 | $329.8K | 0.05% | −316−2.7% | Reduced |
| IMS Capital Management | 11,201 | $329.7K | 0.17% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 11,078 | $329.5K | 0.02% | −3,380−23.4% | Reduced |
| NTV Asset Management LLC | 11,179 | $329.0K | 0.04% | −4,588−29.1% | Reduced |
| Tufton Capital Management | 11,108 | $326.9K | 0.06% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $326.7K | 0.03% | 00.0% | Unchanged |
| Greenfield Savings Bank | 10,981 | $323.2K | 0.16% | +486+4.6% | Added |
| Kinloch Capital, LLC | 10,947 | $322.2K | 0.15% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 10,942 | $322.0K | 0.01% | +1,261+13.0% | Added |
| Nwam LLC | 10,938 | $321.9K | 0.03% | −6,298−36.5% | Reduced |
| Coastline Trust Co | 10,932 | $321.7K | 0.04% | −4,739−30.2% | Reduced |
| Farringdon Capital, Ltd. | 10,902 | $320.8K | 0.16% | +10,902 | New |
| Key Client Fiduciary Advisors, LLC | 10,900 | $320.8K | 0.15% | −578−5.0% | Reduced |
| Caitlin John, LLC | 10,875 | $320.1K | 0.31% | 00.0% | Unchanged |
| Kitching Partners, LLC | 10,850 | $319.3K | 0.37% | +48+0.4% | Added |
| TriaGen Wealth Management LLC | 10,807 | $318.0K | 0.11% | −717−6.2% | Reduced |
| Sherbrooke Park Advisers LLC | 10,806 | $318.0K | 0.15% | +10,806 | New |
| Formidable Asset Management, LLC | 10,806 | $318.0K | 0.05% | −564−5.0% | Reduced |
| CM Wealth Advisors LLC | 10,800 | $317.8K | 0.10% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 10,782 | $317.3K | 0.08% | −600−5.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,775 | $317.1K | 0.01% | +3,192+42.1% | Added |
| AlTi Global, Inc. | 10,773 | $317.0K | 0.01% | −793−6.9% | Reduced |
| Financial Council Asset Management Inc | 10,725 | $315.6K | 0.17% | +27+0.3% | Added |
| McLean Asset Management Corp | 11,800 | $314.9K | 0.10% | −1,848−13.5% | Reduced |
| CWM Advisors, LLC | 10,691 | $314.6K | 0.04% | −26,651−71.4% | Reduced |
| SeaCrest Wealth Management, LLC | 10,664 | $313.9K | 0.04% | −228−2.1% | Reduced |
| Fagan Associates, Inc. | 10,600 | $312.0K | 0.05% | −125−1.2% | Reduced |
| MBB Public Markets I LLC | 10,572 | $311.1K | 0.04% | +10,572 | New |
| Cooper Financial Group | 10,560 | $310.8K | 0.04% | +261+2.5% | Added |
| Goelzer Investment Management, Inc. | 10,523 | $309.7K | 0.02% | −42−0.4% | Reduced |
| Collective Family Office LLC | 10,451 | $307.6K | 0.08% | −15−0.1% | Reduced |
| West Branch Capital LLC | 10,407 | $306.3K | 0.10% | +90+0.9% | Added |
| High Net Worth Advisory Group LLC | 10,400 | $306.1K | 0.09% | −7,000−40.2% | Reduced |
| Balyasny Asset Management LLC | 10,396 | $306.0K | 0.00% | −500−4.6% | Reduced |
| VSM Wealth Advisory, LLC | 10,392 | $305.8K | 0.11% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10,375 | $305.3K | 0.14% | −940−8.3% | Reduced |
| Lynch & Associates | 10,360 | $304.9K | 0.07% | −650−5.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,319 | $304.0K | 0.03% | −1,227−10.6% | Reduced |
| Pathway Financial Advisers, LLC | 10,302 | $303.2K | 0.10% | −3,186−23.6% | Reduced |
| Skopos Labs, Inc. | 10,297 | $303.0K | 0.07% | −8−0.1% | Reduced |
| Kozak & Associates, Inc. | 10,654 | $301.2K | 0.08% | +47+0.4% | Added |
| Curran Financial Partners, LLC | 10,201 | $300.2K | 0.07% | +294+3.0% | Added |
| Peregrine Asset Advisers, Inc. | 10,200 | $300.2K | 0.11% | −439−4.1% | Reduced |
| Northeast Financial Consultants Inc | 10,200 | $300.2K | 0.01% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 10,159 | $299.0K | 0.22% | +126+1.3% | Added |
| Pavion Blue Capital, LLC | 10,146 | $298.6K | 0.14% | 00.0% | Unchanged |
| Forte Capital LLC | 10,075 | $296.5K | 0.04% | +595+6.3% | Added |
| Burling Wealth Partners, LLC | 10,057 | $296.0K | 0.06% | 00.0% | Unchanged |
| Everpar Advisors LLC | 10,032 | $295.2K | 0.16% | −746−6.9% | Reduced |
| Park Edge Advisors, LLC | 9,932 | $292.3K | 0.08% | −100−1.0% | Reduced |