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, Q2 2025
Institutional positions in CSX Corp as of Jun 30, 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
- 1,699
- +51 vs. Q1 2025
- Shares held
- 1.41B
- −7.25M (−0.5%) vs. Q1 2025
- Total value
- $45.9B
- +$4.33B (+10.4%) vs. Q1 2025
- New holders
- 183
- 516 more added
- Sold out
- 132
- 700 more reduced
20 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 501 | $16.4K | 0.00% | +1+0.2% | Added |
| Rational Advisors LLC | 504 | $16.4K | 0.00% | +504 | New |
| Pin Oak Investment Advisors Inc | 600 | $17.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 540 | $17.6K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 543 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 546 | $17.8K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 581 | $19.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 588 | $19.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 597 | $19.5K | 0.00% | −162−21.3% | Reduced |
| Peoples Financial Services Corp. | 600 | $19.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $19.6K | 0.01% | +600 | New |
| Operose Advisors LLC | 606 | $19.8K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 614 | $20.0K | 0.01% | −45−6.8% | Reduced |
| Darwin Advisors, LLC | 672 | $21.9K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 680 | $22.2K | 0.01% | +255+60.0% | Added |
| Mascoma Wealth Management LLC | 681 | $22.2K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 712 | $23.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 720 | $23.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 720 | $23.5K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 720 | $23.5K | 0.02% | +720 | New |
| Capital A Wealth Management, LLC | 685 | $23.7K | 0.27% | +487+246.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 741 | $24.2K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $24.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 750 | $24.5K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 686 | $24.6K | 0.01% | +686 | New |
| Retirement Wealth Solutions LLC | 762 | $24.9K | 0.02% | +1+0.1% | Added |
| Ogorek Anthony Joseph | 778 | $25.0K | 0.01% | +61+8.5% | Added |
| Painted Porch Advisors LLC | 781 | $25.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 787 | $25.7K | 0.00% | −839−51.6% | Reduced |
| Sachetta, LLC | 787 | $25.7K | 0.01% | +342+76.9% | Added |
| Monetary Management Group Inc | 800 | $26.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 802 | $26.2K | 0.01% | −85−9.6% | Reduced |
| Thompson Investment Management, Inc. | 825 | $26.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 831 | $27.0K | 0.01% | +2+0.2% | Added |
| Itau Unibanco Holding S.A. | 844 | $27.5K | 0.00% | −43−4.8% | Reduced |
| WFA of San Diego, LLC | 846 | $27.6K | 0.02% | +846 | New |
| Rossby Financial, LCC | 864 | $28.2K | 0.01% | −156−15.3% | Reduced |
| FSA Wealth Management LLC | 884 | $28.8K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 900 | $29.4K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 900 | $29.4K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 900 | $29.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 908 | $29.6K | 0.01% | +814+866.0% | Added |
| Kennebec Savings Bank | 917 | $29.9K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 940 | $30.7K | 0.04% | −399−29.8% | Reduced |
| Private Wealth Management Group, LLC | 941 | $30.7K | 0.01% | −299−24.1% | Reduced |
| Johnson Financial Group, Inc. | 948 | $30.9K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 968 | $31.6K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 968 | $31.6K | 0.00% | +1+0.1% | Added |
| McIlrath & Eck, LLC | 989 | $32.3K | 0.00% | −2,250−69.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 995 | $32.5K | 0.02% | +525+111.7% | Added |
| Ossiam | 997 | $32.5K | 0.00% | −234−19.0% | Reduced |
| Burkett Financial Services, LLC | 1,008 | $32.9K | 0.01% | +4+0.4% | Added |
| Park Place Capital Corp | 984 | $32.9K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 1,020 | $33.3K | 0.04% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 1,029 | $33.6K | 0.02% | +25+2.5% | Added |
| Clean Yield Group | 1,030 | $33.6K | 0.01% | −560−35.2% | Reduced |
| ORG Partners LLC | 1,005 | $33.6K | 0.01% | −147−12.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,034 | $33.7K | 0.02% | −4−0.4% | Reduced |
| Barrett & Company, Inc. | 1,046 | $34.1K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,050 | $34.3K | 0.02% | +1,050 | New |
| Tortoise Investment Management, LLC | 1,085 | $35.4K | 0.00% | +80+8.0% | Added |
| Financial Connections Group, Inc. | 1,113 | $36.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,134 | $37.0K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,149 | $37.5K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,151 | $37.6K | 0.06% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,125 | $37.8K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,192 | $38.9K | 0.00% | +633+113.2% | Added |
| Lavaca Capital LLC | 1,200 | $39.2K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,201 | $39.2K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,230 | $40.1K | 0.01% | +900+272.7% | Added |
| True Wealth Design, LLC | 1,283 | $41.8K | 0.01% | −6−0.5% | Reduced |
| Opal Wealth Advisors, LLC | 1,340 | $43.7K | 0.01% | +1,340 | New |
| Putney Financial Group LLC | 1,350 | $44.1K | 0.04% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,414 | $46.1K | 0.00% | −8,354−85.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,464 | $47.8K | 0.00% | −227−13.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $49.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,527 | $49.8K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,541 | $50.3K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,600 | $52.2K | 0.01% | −96−5.7% | Reduced |
| Nemes Rush Group LLC | 1,624 | $53.0K | 0.01% | +5+0.3% | Added |
| Cornerstone Planning Group LLC | 1,511 | $53.9K | 0.01% | +97+6.9% | Added |
| Centricity Wealth Management, LLC | 1,676 | $54.7K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,691 | $55.2K | 0.02% | +5+0.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,740 | $56.8K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,710 | $57.2K | 0.03% | −11−0.6% | Reduced |
| Acima Private Wealth, LLC | 1,800 | $58.7K | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 1,812 | $59.1K | 0.00% | −21,842−92.3% | Reduced |
| UMA Financial Services, Inc. | 1,815 | $59.2K | 0.01% | +86+5.0% | Added |
| MV Capital Management, Inc. | 1,832 | $59.8K | 0.01% | −599−24.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,836 | $59.9K | 0.03% | +1+0.1% | Added |
| Riverview Trust Co | 1,875 | $61.2K | 0.08% | −454−19.5% | Reduced |
| Core Alternative Capital | 1,877 | $61.2K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,745 | $62.0K | 0.05% | +845+93.9% | Added |
| Logan Capital Management Inc | 1,918 | $62.6K | 0.00% | −5,683−74.8% | Reduced |
| Avion Wealth | 1,957 | $63.0K | 0.01% | −899−31.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,950 | $63.6K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,041 | $66.6K | 0.02% | −500−19.7% | Reduced |
| GW&K Investment Management, LLC | 2,052 | $67.0K | 0.00% | +543+36.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $67.9K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,319 | $68.3K | 0.03% | +2,319 | New |