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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 5,197 | $152.9K | 0.01% | +25+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,289 | $145.9K | 0.00% | −855−13.9% | Reduced |
| Colonial Trust Advisors | 4,899 | $144.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,751 | $139.8K | 0.04% | −6−0.1% | Reduced |
| DT Investment Partners, LLC | 4,740 | $139.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4,734 | $139.3K | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,669 | $137.4K | 0.00% | −4,491−49.0% | Reduced |
| CVA Family Office, LLC | 4,658 | $137.1K | 0.02% | −1,143−19.7% | Reduced |
| Exchange Traded Concepts, LLC | 4,588 | $135.0K | 0.00% | +241+5.5% | Added |
| Perritt Capital Management Inc | 4,514 | $132.9K | 0.07% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $132.4K | 0.10% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,364 | $128.4K | 0.10% | +638+17.1% | Added |
| Ritter Daniher Financial Advisory LLC | 4,350 | $128.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,318 | $127.1K | 0.02% | −456−9.6% | Reduced |
| Tompkins Financial Corp | 4,300 | $126.5K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 4,160 | $122.4K | 0.01% | +2,000+92.6% | Added |
| Perkins Coie Trust Co | 4,148 | $122.1K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4,128 | $121.5K | 0.09% | −1,175−22.2% | Reduced |
| Chelsea Counsel Co | 4,100 | $120.7K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,899 | $114.7K | 0.00% | −2,267−36.8% | Reduced |
| Union Savings Bank | 3,800 | $111.8K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,778 | $111.2K | 0.00% | −8,210−68.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,725 | $109.6K | 0.03% | −19,731−84.1% | Reduced |
| TD Capital Management LLC | 3,645 | $107.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,637 | $107.1K | 0.02% | −26−0.7% | Reduced |
| Sofos Investments, Inc. | 3,600 | $105.9K | 0.02% | +3,600 | New |
| Webster Bank, N. A. | 3,545 | $104.3K | 0.01% | −3,305−48.2% | Reduced |
| Holos Integrated Wealth LLC | 3,520 | $103.6K | 0.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 103,163 | $103.2K | 0.02% | +103,163 | New |
| Old Second National Bank of Aurora | 3,400 | $100.1K | 0.02% | −2,736−44.6% | Reduced |
| Vision Financial Markets LLC | 3,400 | $100.1K | 0.11% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,307 | $97.3K | 0.02% | −162−4.7% | Reduced |
| Dunhill Financial, LLC | 3,264 | $96.1K | 0.04% | −25−0.8% | Reduced |
| Washington Trust Advisors, Inc. | 3,247 | $95.6K | 0.01% | +487+17.6% | Added |
| Financial Management Professionals, Inc. | 3,240 | $95.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,239 | $95.3K | 0.01% | +2,219+217.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 3,222 | $94.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,156 | $93.0K | 0.06% | −30−0.9% | Reduced |
| Avion Wealth | 2,856 | $92.0K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 3,119 | $91.0K | 0.01% | +254+8.9% | Added |
| Stonebridge Financial Group, LLC | 3,060 | $90.0K | 0.01% | +173+6.0% | Added |
| MB, Levis & Associates, LLC | 3,034 | $89.3K | 0.04% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $88.7K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,000 | $88.3K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,985 | $87.8K | 0.01% | +23+0.8% | Added |
| Pinney & Scofield, Inc. | 2,925 | $86.1K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,922 | $86.0K | 0.04% | −110−3.6% | Reduced |
| Atlantic Trust, LLC | 2,745 | $80.8K | 0.02% | +12+0.4% | Added |
| WFA Asset Management Corp | 2,105 | $78.0K | 0.04% | +97+4.8% | Added |
| Proffitt & Goodson Inc | 2,641 | $77.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,594 | $76.3K | 0.03% | +1,202+86.4% | Added |
| DHJJ Financial Advisors, Ltd. | 2,541 | $74.8K | 0.03% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,542 | $74.0K | 0.03% | +2,542 | New |
| Beaird Harris Wealth Management, LLC | 2,512 | $73.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,502 | $73.6K | 0.01% | −320−11.3% | Reduced |
| MV Capital Management, Inc. | 2,431 | $71.5K | 0.01% | −325−11.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,400 | $70.0K | 0.00% | +2,400 | New |
| Key Financial Inc | 2,361 | $69.5K | 0.02% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 2,357 | $69.4K | 0.03% | +71+3.1% | Added |
| North Capital, Inc. | 2,353 | $69.2K | 0.07% | +2,353 | New |
| Riverview Trust Co | 2,329 | $68.5K | 0.07% | −74−3.1% | Reduced |
| Versant Capital Management, Inc | 2,226 | $65.5K | 0.01% | −802−26.5% | Reduced |
| Trifecta Capital Advisors, LLC | 2,217 | $65.2K | 0.01% | −900−28.9% | Reduced |
| Gleason Group, Inc. | 2,204 | $64.9K | 0.01% | +10+0.5% | Added |
| Silvant Capital Management LLC | 2,199 | $64.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,180 | $64.0K | 0.01% | −472−17.8% | Reduced |
| Provenance Wealth Advisors, LLC | 2,096 | $61.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $61.2K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $57.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,935 | $56.9K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 1,877 | $55.2K | 0.01% | −1,825−49.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,871 | $55.1K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,835 | $54.0K | 0.03% | +2+0.1% | Added |
| McClarren Financial Advisors, Inc. | 1,861 | $54.0K | 0.04% | +1,861 | New |
| Acima Private Wealth, LLC | 1,800 | $53.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,740 | $51.2K | 0.01% | −107−5.8% | Reduced |
| UMA Financial Services, Inc. | 1,729 | $50.9K | 0.01% | −770−30.8% | Reduced |
| Bullock Wealth Management Group | 1,721 | $50.8K | 0.03% | +140+8.9% | Added |
| Princeton Global Asset Management LLC | 1,696 | $49.9K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,691 | $49.8K | 0.00% | +207+13.9% | Added |
| Financial Perspectives, Inc | 1,686 | $49.6K | 0.02% | −315−15.7% | Reduced |
| Centricity Wealth Management, LLC | 1,676 | $49.3K | 0.04% | −84−4.8% | Reduced |
| MRP Capital Investments, LLC | 1,650 | $48.6K | 0.05% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,640 | $48.3K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,626 | $47.8K | 0.00% | +207+14.6% | Added |
| Nemes Rush Group LLC | 1,619 | $47.6K | 0.01% | −99−5.8% | Reduced |
| Clean Yield Group | 1,590 | $46.8K | 0.02% | +561+54.5% | Added |
| Caldwell Sutter Capital, Inc. | 1,541 | $45.4K | 0.02% | +720+87.7% | Added |
| S-Bank Fund Management Ltd | 1,541 | $45.4K | 0.01% | +1,541 | New |
| Orion Capital Management LLC | 1,527 | $44.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,509 | $44.0K | 0.00% | −239−13.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $44.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,481 | $43.6K | 0.00% | −1,852−55.6% | Reduced |
| REAP Financial Group, LLC | 1,477 | $43.5K | 0.01% | +608+70.0% | Added |
| Loomis Sayles & Co L P | 1,422 | $42.0K | 0.00% | −758−34.8% | Reduced |
| Godsey & Gibb Associates | 1,381 | $40.6K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,350 | $39.7K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,339 | $39.4K | 0.05% | +235+21.3% | Added |
| Cornerstone Planning Group LLC | 1,414 | $39.0K | 0.01% | +444+45.8% | Added |
| True Wealth Design, LLC | 1,289 | $37.9K | 0.01% | +1,130+710.7% | Added |