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 |
|---|---|---|---|---|---|
| Provenance Wealth Advisors, LLC | 2,096 | $68.4K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,112 | $70.7K | 0.04% | +7+0.3% | Added |
| REAP Financial Group, LLC | 2,198 | $71.7K | 0.02% | +721+48.8% | Added |
| Silvant Capital Management LLC | 2,199 | $71.8K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,213 | $72.2K | 0.01% | +9+0.4% | Added |
| Riggs Asset Managment Co. Inc. | 2,274 | $74.2K | 0.02% | +339+17.5% | Added |
| Bernard Wealth Management Corp. | 2,286 | $74.6K | 0.03% | −71−3.0% | Reduced |
| Trifecta Capital Advisors, LLC | 2,295 | $74.9K | 0.01% | +78+3.5% | Added |
| North Capital, Inc. | 2,353 | $76.8K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,384 | $77.8K | 0.01% | +158+7.1% | Added |
| Alerus Financial NA | 2,463 | $80.4K | 0.01% | +2,463 | New |
| Beaird Harris Wealth Management, LLC | 2,475 | $80.8K | 0.01% | −37−1.5% | Reduced |
| Tacita Capital Inc | 2,490 | $81.2K | 0.05% | +2,490 | New |
| Plante Moran Financial Advisors, LLC | 2,502 | $81.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,631 | $85.9K | 0.03% | +37+1.4% | Added |
| Proffitt & Goodson Inc | 2,641 | $86.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,676 | $87.0K | 0.01% | +496+22.8% | Added |
| Cross Staff Investments Inc | 2,700 | $88.1K | 0.07% | +2,700 | New |
| SOA Wealth Advisors, LLC. | 88,842 | $88.8K | 0.02% | −14,321−13.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,738 | $89.3K | 0.01% | +2,738 | New |
| Key Financial Inc | 2,752 | $89.8K | 0.02% | +391+16.6% | Added |
| Washington Trust Advisors, Inc. | 2,760 | $90.1K | 0.01% | −487−15.0% | Reduced |
| Atlantic Trust, LLC | 2,834 | $92.5K | 0.02% | +89+3.2% | Added |
| Dunhill Financial, LLC | 2,874 | $93.8K | 0.03% | −390−11.9% | Reduced |
| Pinney & Scofield, Inc. | 2,925 | $95.4K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,933 | $95.7K | 0.04% | +11+0.4% | Added |
| DiNuzzo Private Wealth, Inc. | 2,956 | $96.5K | 0.01% | −29−1.0% | Reduced |
| Kimelman & Baird, LLC | 3,000 | $97.9K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $98.4K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,034 | $99.0K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 3,072 | $100.0K | 0.01% | −47−1.5% | Reduced |
| Webster Bank, N. A. | 3,080 | $100.5K | 0.01% | −465−13.1% | Reduced |
| NBC Securities, Inc. | 3,142 | $102.0K | 0.01% | −3,452−52.4% | Reduced |
| Traub Capital Management LLC | 3,134 | $102.3K | 0.09% | +3,134 | New |
| Foster Dykema Cabot & Partners, LLC | 3,222 | $105.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,319 | $108.3K | 0.00% | −8,379−71.6% | Reduced |
| Vision Financial Markets LLC | 3,400 | $110.9K | 0.10% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,405 | $111.1K | 0.02% | −1,855−35.3% | Reduced |
| Cromwell Holdings LLC | 3,410 | $111.3K | 0.07% | −2,203−39.2% | Reduced |
| Financial Management Professionals, Inc. | 3,448 | $112.5K | 0.01% | +208+6.4% | Added |
| Group One Trading, L.P. | 3,451 | $112.6K | 0.00% | +3,451 | New |
| Covestor Ltd | 3,588 | $117.0K | 0.07% | +432+13.7% | Added |
| Financial Gravity Companies, Inc. | 3,600 | $117.5K | 0.02% | +3,600 | New |
| Bruce G. Allen Investments, LLC | 3,626 | $118.3K | 0.09% | −738−16.9% | Reduced |
| Golden State Wealth Management, LLC | 3,638 | $118.7K | 0.01% | +10.0% | Added |
| TD Capital Management LLC | 3,645 | $118.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 3,725 | $121.5K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3,520 | $124.7K | 0.07% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,881 | $126.6K | 0.04% | −4,983−56.2% | Reduced |
| Richardson Financial Services Inc. | 3,893 | $130.3K | 0.09% | −235−5.7% | Reduced |
| ZRC Wealth Management, LLC | 4,064 | $132.6K | 0.05% | −670−14.2% | Reduced |
| Chelsea Counsel Co | 4,100 | $133.8K | 0.07% | 00.0% | Unchanged |
| Union Savings Bank | 3,800 | $135.1K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4,148 | $135.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,149 | $135.4K | 0.01% | −750−15.3% | Reduced |
| Avalon Trust Co | 4,160 | $135.7K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,318 | $140.9K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,350 | $141.9K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 4,472 | $145.9K | 0.03% | −3,052−40.6% | Reduced |
| GeoWealth Management, LLC | 4,472 | $145.9K | 0.01% | +573+14.7% | Added |
| Slocum, Gordon & Co LLP | 4,500 | $146.8K | 0.12% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,514 | $147.3K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,517 | $147.4K | 0.01% | −7,938−63.7% | Reduced |
| Asset Dedication, LLC | 4,722 | $154.1K | 0.01% | −475−9.1% | Reduced |
| DT Investment Partners, LLC | 4,740 | $154.7K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,769 | $155.6K | 0.05% | +18+0.4% | Added |
| Catalyst Capital Advisors LLC | 4,784 | $156.1K | 0.00% | +3,303+223.0% | Added |
| Roxbury Financial LLC | 4,962 | $161.9K | 0.16% | −249−4.8% | Reduced |
| CVA Family Office, LLC | 4,996 | $163.0K | 0.02% | +338+7.3% | Added |
| Onefund, LLC | 5,026 | $164.0K | 0.12% | +5,026 | New |
| Chapman Financial Group, LLC | 5,042 | $164.5K | 0.14% | +5,042 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,289 | $172.6K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,387 | $175.8K | 0.13% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5,432 | $177.2K | 0.01% | −3,055−36.0% | Reduced |
| Kiker Wealth Management, LLC | 5,465 | $178.3K | 0.10% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,528 | $180.4K | 0.04% | −1,720−23.7% | Reduced |
| Truvestments Capital LLC | 5,698 | $185.9K | 0.04% | −218−3.7% | Reduced |
| Carderock Capital Management Inc | 5,700 | $186.0K | 0.05% | +5,700 | New |
| SRS Capital Advisors, Inc. | 5,528 | $187.5K | 0.01% | −112−2.0% | Reduced |
| Valley National Advisers Inc | 5,786 | $188.0K | 0.03% | −109−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,763 | $188.0K | 0.09% | −31−0.5% | Reduced |
| Broadwater Capital Management LLC | 189,417 | $189.4K | 0.15% | +182,172+2,514.5% | Added |
| Acadian Asset Management LLC | 5,847 | $190.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,828 | $190.2K | 0.01% | −1,119−16.1% | Reduced |
| Sentry Investment Management LLC | 5,781 | $193.0K | 0.11% | 00.0% | Unchanged |
| BankPlus Trust Department | 6,130 | $200.0K | 0.06% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 6,140 | $200.4K | 0.02% | +6,140 | New |
| Kendall Capital Management | 6,144 | $200.5K | 0.05% | +6,144 | New |
| McElhenny Sheffield Capital Management, LLC | 6,152 | $200.7K | 0.05% | +6,152 | New |
| ZWJ Investment Counsel Inc | 6,155 | $200.8K | 0.01% | −1,200−16.3% | Reduced |
| Basepoint Wealth LLC | 6,217 | $202.9K | 0.16% | +6,217 | New |
| Braun-Bostich & Associates Inc. | 6,217 | $202.9K | 0.14% | +6,217 | New |
| Cheviot Value Management, LLC | 5,730 | $203.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6,240 | $203.6K | 0.07% | 00.0% | Unchanged |
| Generation Capital Management LLC | 6,256 | $204.1K | 0.16% | +6,256 | New |
| TrueWealth Advisors, LLC | 6,256 | $204.1K | 0.06% | +6,256 | New |
| Heck Capital Advisors, LLC | 6,261 | $204.3K | 0.02% | +6,261 | New |
| Camden Capital, LLC | 6,271 | $204.6K | 0.02% | +6,271 | New |
| Iron Financial, LLC | 6,274 | $204.7K | 0.11% | +6,274 | New |
| Bordeaux Wealth Advisors LLC | 6,278 | $204.9K | 0.03% | +6,278 | New |