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 |
|---|---|---|---|---|---|
| Cobblestone Asset Management LLC | 34,318 | $1.01M | 0.59% | +150+0.4% | Added |
| Sovereign Financial Group, Inc. | 34,305 | $1.01M | 0.23% | −1,263−3.6% | Reduced |
| MUFG Securities Americas Inc. | 34,135 | $1.00M | 0.12% | +5,668+19.9% | Added |
| Tower Research Capital LLC (TRC) | 33,943 | $998.9K | 0.03% | −113,685−77.0% | Reduced |
| Country Club Bank | 34,284 | $998.0K | 0.07% | −1,126−3.2% | Reduced |
| Moneta Group Investment Advisors LLC | 33,850 | $996.2K | 0.01% | −4,694−12.2% | Reduced |
| Wellington Shields & Co., LLC | 33,847 | $996.1K | 0.31% | 00.0% | Unchanged |
| Horizon Investments, LLC | 33,590 | $988.6K | 0.03% | +1,213+3.7% | Added |
| Sheets Smith Wealth Management | 33,563 | $987.8K | 0.12% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 33,464 | $985.0K | 0.37% | +40.0% | Added |
| Fingerlakes Wealth Management, Inc. | 33,395 | $982.8K | 0.84% | −8,812−20.9% | Reduced |
| Everhart Financial Group, Inc. | 33,312 | $980.4K | 0.13% | +1,537+4.8% | Added |
| Westpac Banking Corp | 33,209 | $977.3K | 0.07% | −22,460−40.3% | Reduced |
| AA Financial Advisors, LLC | 33,101 | $974.2K | 0.24% | +1,187+3.7% | Added |
| Americana Partners, LLC | 33,064 | $973.1K | 0.04% | −3,040−8.4% | Reduced |
| Vaughan David Investments LLC | 33,076 | $973.0K | 0.02% | −700−2.1% | Reduced |
| Wedbush Securities Inc | 33,041 | $972.0K | 0.04% | +4,207+14.6% | Added |
| Snowden Capital Advisors LLC | 33,017 | $971.7K | 0.03% | +3,330+11.2% | Added |
| Western Wealth Management, LLC | 32,705 | $962.5K | 0.06% | −2,902−8.2% | Reduced |
| Graypoint LLC | 32,568 | $958.5K | 0.06% | +18,727+135.3% | Added |
| Sonora Investment Management Group, LLC | 32,519 | $957.0K | 0.08% | −900−2.7% | Reduced |
| Summit Financial, LLC | 32,431 | $954.4K | 0.03% | +2,797+9.4% | Added |
| Valmark Advisers, Inc. | 32,206 | $947.8K | 0.01% | −416−1.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 32,205 | $947.8K | 0.71% | +378+1.2% | Added |
| Merit Financial Group, LLC | 32,091 | $944.4K | 0.01% | +6,427+25.0% | Added |
| Mission Wealth Management, LP | 32,071 | $943.9K | 0.02% | +166+0.5% | Added |
| Net Worth Advisory Group | 31,927 | $939.6K | 0.30% | −74−0.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 31,880 | $938.2K | 0.24% | −3,529−10.0% | Reduced |
| Sienna Gestion | 32,741 | $936.6K | 0.08% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 31,786 | $935.5K | 0.08% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 31,770 | $935.0K | 1.37% | 00.0% | Unchanged |
| Washington Trust Co | 31,655 | $931.6K | 0.04% | +18+0.1% | Added |
| Intrust Bank NA | 31,614 | $930.4K | 0.09% | +2,431+8.3% | Added |
| Harbour Trust & Investment Management Co | 31,393 | $923.9K | 0.11% | +68+0.2% | Added |
| Traynor Capital Management, Inc. | 31,329 | $922.0K | 0.08% | −6,074−16.2% | Reduced |
| Invesco, LLC | 31,184 | $917.7K | 0.38% | +15,934+104.5% | Added |
| Covey Capital Advisors, LLC | 31,133 | $916.2K | 1.06% | −46−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 31,116 | $915.7K | 0.06% | +1,798+6.1% | Added |
| Biltmore Wealth Management, LLC | 30,894 | $909.2K | 0.38% | −146−0.5% | Reduced |
| Bridgewater Advisors Inc. | 32,412 | $909.1K | 0.08% | −520−1.6% | Reduced |
| Daymark Wealth Partners, LLC | 30,835 | $907.5K | 0.04% | −1,362−4.2% | Reduced |
| United Community Bank | 30,801 | $906.5K | 0.34% | −1,291−4.0% | Reduced |
| Consolidated Portfolio Review Corp | 30,686 | $903.1K | 0.14% | −86−0.3% | Reduced |
| CoreCap Advisors, LLC | 30,628 | $901.4K | 0.04% | +3,631+13.4% | Added |
| Systematic Financial Management LP | 30,600 | $900.6K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30,515 | $898.1K | 0.03% | +1,734+6.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 30,312 | $892.1K | 0.18% | +56+0.2% | Added |
| TD Private Client Wealth LLC | 30,082 | $885.3K | 0.02% | +2,835+10.4% | Added |
| Harbor Investment Advisory, LLC | 30,026 | $883.7K | 0.09% | 00.0% | Unchanged |
| Harbor Advisors LLC | 30,000 | $882.9K | 0.15% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 29,914 | $880.4K | 0.08% | −7,201−19.4% | Reduced |
| PBMares Wealth Management LLC | 29,834 | $878.0K | 0.18% | +5,633+23.3% | Added |
| T. Rowe Price Investment Management, Inc. | 29,746 | $876.0K | 0.00% | −271,398−90.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 29,750 | $876.0K | 0.05% | −100−0.3% | Reduced |
| Congress Park Capital LLC | 29,690 | $873.8K | 0.33% | −2,500−7.8% | Reduced |
| Meketa Investment Group Inc | 29,668 | $873.1K | 1.18% | +15,933+116.0% | Added |
| Union Bancaire Privee, UBP SA | 31,903 | $872.3K | 0.02% | −10,912−25.5% | Reduced |
| Cascade Financial Partners, LLC | 29,630 | $872.0K | 0.11% | −1,780−5.7% | Reduced |
| Principal Securities, Inc. | 26,933 | $869.1K | 0.02% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 29,500 | $868.0K | 0.20% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 29,410 | $865.5K | 0.06% | −2,673−8.3% | Reduced |
| STF Management LP | 29,342 | $863.5K | 0.41% | −96−0.3% | Reduced |
| Creative Financial Designs Inc | 29,320 | $862.9K | 0.07% | −1,369−4.5% | Reduced |
| Vista Investment Management | 29,315 | $862.7K | 0.34% | −124−0.4% | Reduced |
| Abn Amro Investment Solutions | 29,302 | $862.4K | 0.02% | −3,536−10.8% | Reduced |
| Ullmann Financial Group, Inc. | 29,276 | $861.6K | 0.11% | +363+1.3% | Added |
| Fruth Investment Management | 29,200 | $859.0K | 0.24% | −100−0.3% | Reduced |
| Private Trust Co NA | 29,118 | $856.9K | 0.09% | −1,550−5.1% | Reduced |
| Howland Capital Management LLC | 29,037 | $854.6K | 0.04% | −66−0.2% | Reduced |
| Navalign, LLC | 28,914 | $850.9K | 0.24% | −385−1.3% | Reduced |
| Horan Securities, Inc. | 28,776 | $846.9K | 0.32% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 28,614 | $842.1K | 0.01% | −1,719−5.7% | Reduced |
| TCW Group Inc | 28,605 | $841.8K | 0.01% | +1,529+5.6% | Added |
| Acorn Wealth Advisors, LLC | 28,516 | $839.2K | 0.35% | −149−0.5% | Reduced |
| Erste Asset Management GmbH | 28,824 | $839.1K | 0.01% | +4,823+20.1% | Added |
| Independent Financial Group, LLC | 28,423 | $836.5K | 0.03% | +8,778+44.7% | Added |
| Bath Savings Trust Co | 28,414 | $836.2K | 0.09% | −21,300−42.8% | Reduced |
| Aviance Capital Partners, LLC | 28,342 | $834.1K | 0.12% | −183−0.6% | Reduced |
| L.M. Kohn & Company | 28,021 | $824.7K | 0.22% | +69+0.2% | Added |
| Resolution Capital Ltd | 27,889 | $820.8K | 0.02% | −91,756−76.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 27,750 | $816.7K | 0.08% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 27,636 | $813.3K | 0.10% | −283−1.0% | Reduced |
| Stony Point Wealth Management Inc. | 27,587 | $811.9K | 0.35% | +15+0.1% | Added |
| William B. Walkup & Associates, Inc. | 27,573 | $811.5K | 0.49% | +1,912+7.5% | Added |
| Lyell Wealth Management, LP | 27,508 | $809.6K | 0.08% | 00.0% | Unchanged |
| Aviso Financial Inc. | 27,482 | $808.8K | 0.04% | +3,191+13.1% | Added |
| Scientech Research LLC | 27,454 | $808.0K | 0.21% | +27,454 | New |
| Community Trust & Investment Co | 27,354 | $805.0K | 0.05% | 00.0% | Unchanged |
| Sig Brokerage, LP | 27,340 | $804.6K | 0.23% | −5,612−17.0% | Reduced |
| Portside Wealth Group, LLC | 27,335 | $804.5K | 0.13% | +361+1.3% | Added |
| Heritage Wealth Management, Inc. | 27,299 | $803.4K | 0.27% | −275−1.0% | Reduced |
| Diversify Advisory Services, LLC | 28,610 | $802.5K | 0.05% | +4,506+18.7% | Added |
| Norden Group LLC | 27,249 | $801.9K | 0.09% | −3,381−11.0% | Reduced |
| Confluence Wealth Services, Inc. | 28,927 | $798.1K | 0.05% | −296−1.0% | Reduced |
| Smartleaf Asset Management LLC | 27,329 | $795.6K | 0.08% | +380+1.4% | Added |
| Adirondack Trust Co | 26,956 | $793.3K | 0.31% | −131−0.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 26,890 | $791.4K | 0.52% | 00.0% | Unchanged |
| City Holding Co | 26,714 | $786.1K | 0.11% | −1,609−5.7% | Reduced |
| Morse Asset Management, Inc | 26,700 | $785.8K | 0.20% | 00.0% | Unchanged |
| South State Corp. | 26,351 | $775.5K | 0.04% | +2,033+8.4% | Added |