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 |
|---|---|---|---|---|---|
| Cito Capital Group, LLC | 9,000 | $294.0K | 0.10% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 9,052 | $295.0K | 0.11% | +9,052 | New |
| Los Angeles Capital Management LLC | 9,064 | $295.8K | 0.00% | −450−4.7% | Reduced |
| Ironwood Investment Counsel, LLC | 9,086 | $296.5K | 0.05% | −64−0.7% | Reduced |
| Midland Wealth Advisors LLC | 9,168 | $299.2K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 9,172 | $299.3K | 0.02% | +40.0% | Added |
| Argentarii, LLC | 9,192 | $300.0K | 0.14% | −4,885−34.7% | Reduced |
| Berkshire Asset Management LLC | 9,230 | $301.2K | 0.01% | −44−0.5% | Reduced |
| Sittner & Nelson, LLC | 9,247 | $301.7K | 0.12% | +15+0.2% | Added |
| Shelton Wealth Management, LLC | 9,295 | $303.3K | 0.15% | +1,198+14.8% | Added |
| L.M. Kohn & Company | 9,320 | $304.1K | 0.08% | −18,701−66.7% | Reduced |
| Lynch & Associates | 9,350 | $305.1K | 0.06% | −1,010−9.7% | Reduced |
| North Star Investment Management Corp. | 9,361 | $305.5K | 0.02% | −16,200−63.4% | Reduced |
| Verdence Capital Advisors LLC | 9,451 | $308.4K | 0.02% | +548+6.2% | Added |
| Boyd Watterson Asset Management LLC | 9,463 | $308.8K | 0.10% | −9,471−50.0% | Reduced |
| Knollwood Investment Advisory, LLC | 9,493 | $309.8K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 9,505 | $310.1K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,518 | $310.6K | 0.00% | +50+0.5% | Added |
| Belpointe Asset Management LLC | 9,562 | $312.0K | 0.01% | −313−3.2% | Reduced |
| Mascagni Wealth Management, Inc. | 9,574 | $312.4K | 0.27% | +12+0.1% | Added |
| Phoenix Holdings Ltd. | 9,586 | $312.8K | 0.00% | +1,938+25.3% | Added |
| Goelzer Investment Management, Inc. | 9,593 | $313.0K | 0.02% | −930−8.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,391 | $313.6K | 0.06% | +1,561+19.9% | Added |
| Armstrong, Fleming & Moore, Inc | 9,630 | $314.2K | 0.17% | +9,630 | New |
| OneAscent Financial Services LLC | 9,579 | $315.0K | 0.02% | −10,319−51.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 9,681 | $315.9K | 0.01% | −1,261−11.5% | Reduced |
| Altfest L J & Co Inc | 9,681 | $315.9K | 0.04% | 00.0% | Unchanged |
| Laurion Capital Management LP | 9,685 | $316.0K | 0.04% | +9,685 | New |
| IMS Capital Management | 9,701 | $316.6K | 0.15% | −1,500−13.4% | Reduced |
| Formidable Asset Management, LLC | 10,806 | $318.0K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 9,800 | $319.8K | 0.02% | +9,800 | New |
| Willner & Heller, LLC | 9,807 | $320.0K | 0.27% | +329+3.5% | Added |
| RFG Advisory, LLC | 9,884 | $322.5K | 0.01% | −1,686−14.6% | Reduced |
| Alta Advisers Ltd | 9,892 | $322.8K | 0.11% | 00.0% | Unchanged |
| LSV Asset Management | 9,900 | $323.0K | 0.00% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 9,932 | $324.1K | 0.08% | 00.0% | Unchanged |
| GTS Securities LLC | 9,940 | $324.3K | 0.01% | −3,105−23.8% | Reduced |
| Meritas Wealth Management, LLC | 9,957 | $324.9K | 0.18% | −4,938−33.2% | Reduced |
| Virtue Capital Management, LLC | 9,998 | $326.2K | 0.06% | −3,206−24.3% | Reduced |
| Collective Family Office LLC | 10,055 | $328.1K | 0.08% | −396−3.8% | Reduced |
| Forte Capital LLC | 10,075 | $328.7K | 0.04% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,146 | $331.1K | 0.15% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 10,195 | $332.7K | 0.11% | −107−1.0% | Reduced |
| Raleigh Capital Management Inc. | 10,198 | $332.8K | 0.14% | −177−1.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,200 | $332.8K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 10,200 | $332.8K | 0.01% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 10,201 | $332.9K | 0.07% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,231 | $333.8K | 0.01% | +458+4.7% | Added |
| JNBA Financial Advisors | 10,386 | $338.9K | 0.03% | −1,400−11.9% | Reduced |
| VSM Wealth Advisory, LLC | 10,392 | $339.1K | 0.11% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 10,400 | $339.4K | 0.09% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 10,424 | $340.1K | 0.02% | +495+5.0% | Added |
| EverSource Wealth Advisors, LLC | 10,467 | $341.5K | 0.02% | −2,157−17.1% | Reduced |
| Money Concepts Capital Corp | 10,519 | $343.2K | 0.02% | −3,257−23.6% | Reduced |
| International Assets Investment Management, LLC | 10,532 | $343.7K | 0.03% | −1,420−11.9% | Reduced |
| First Command Advisory Services, Inc. | 10,575 | $345.1K | 0.00% | −7,620−41.9% | Reduced |
| Fagan Associates, Inc. | 10,600 | $345.9K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,610 | $346.2K | 0.01% | +1,022+10.7% | Added |
| Diversified Trust Co | 10,611 | $346.2K | 0.01% | +1,379+14.9% | Added |
| SkyOak Wealth, LLC | 10,647 | $347.4K | 0.07% | +847+8.6% | Added |
| Armstrong Advisory Group, Inc | 10,718 | $349.7K | 0.03% | +349+3.4% | Added |
| Financial Council Asset Management Inc | 10,749 | $350.7K | 0.17% | +24+0.2% | Added |
| Kiley Juergens Wealth Management, LLC | 10,782 | $351.8K | 0.08% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $352.4K | 0.10% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 10,826 | $353.2K | 0.11% | +19+0.2% | Added |
| Whitener Capital Management, Inc. | 10,830 | $353.4K | 0.09% | −10,190−48.5% | Reduced |
| Caitlin John, LLC | 10,875 | $354.9K | 0.32% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 10,884 | $355.2K | 0.05% | −4,221−27.9% | Reduced |
| Farringdon Capital, Ltd. | 10,885 | $355.2K | 0.12% | −17−0.2% | Reduced |
| Kitching Partners, LLC | 10,894 | $355.5K | 0.36% | +44+0.4% | Added |
| Kozak & Associates, Inc. | 10,696 | $356.5K | 0.07% | +42+0.4% | Added |
| Coastline Trust Co | 10,932 | $356.7K | 0.04% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 10,947 | $357.2K | 0.17% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 12,148 | $357.5K | 0.26% | +220+1.8% | Added |
| Key Client Fiduciary Advisors, LLC | 11,000 | $358.9K | 0.15% | +100+0.9% | Added |
| Sepio Capital, LP | 11,087 | $361.8K | 0.03% | −395−3.4% | Reduced |
| Tufton Capital Management | 11,108 | $362.0K | 0.07% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,100 | $362.2K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 11,113 | $362.6K | 0.02% | −1,401−11.2% | Reduced |
| Integrated Advisors Network LLC | 11,114 | $362.6K | 0.02% | −109−1.0% | Reduced |
| Thoroughbred Financial Services, LLC | 11,178 | $364.0K | 0.03% | −14,257−56.1% | Reduced |
| Caldwell Trust Co | 11,173 | $364.6K | 0.04% | +1,680+17.7% | Added |
| NTV Asset Management LLC | 11,179 | $364.8K | 0.04% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 12,400 | $364.9K | 0.03% | 00.0% | Unchanged |
| Philadelphia Trust Co | 11,175 | $365.0K | 0.03% | −225−2.0% | Reduced |
| AlTi Global, Inc. | 11,164 | $366.2K | 0.01% | +391+3.6% | Added |
| Advisor OS, LLC | 11,226 | $366.3K | 0.04% | +2,575+29.8% | Added |
| Joel Isaacson & Co., LLC | 11,238 | $366.7K | 0.01% | −728−6.1% | Reduced |
| Financial Advisors, LLC | 11,289 | $368.4K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 11,293 | $368.5K | 0.00% | +11,293 | New |
| Eq Wealth Advisors, LLC | 11,296 | $368.6K | 0.25% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 10,974 | $368.7K | 0.13% | +1,432+15.0% | Added |
| Marion Wealth Management | 11,340 | $370.0K | 0.09% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $370.3K | 0.12% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 11,357 | $370.6K | 0.00% | +2,408+26.9% | Added |
| Elser Financial Planning, Inc | 11,388 | $371.6K | 0.46% | +7+0.1% | Added |
| Westmount Partners, LLC | 11,390 | $371.7K | 0.10% | −18−0.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,395 | $371.8K | 0.11% | −75−0.7% | Reduced |
| SOL Capital Management CO | 11,400 | $372.0K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,499 | $375.2K | 0.05% | +261+2.3% | Added |