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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 14,540 | $474.4K | 0.01% | −693−4.5% | Reduced |
| Harbor Group, Inc. | 14,588 | $476.0K | 0.08% | +21+0.1% | Added |
| Walleye Capital LLC | 14,597 | $476.3K | 0.00% | −20,115−57.9% | Reduced |
| First National Trust Co | 14,640 | $477.7K | 0.02% | −1,155−7.3% | Reduced |
| Gsa Capital Partners LLP | 14,714 | $480.0K | 0.03% | −137,015−90.3% | Reduced |
| Wedmont Private Capital | 14,434 | $481.1K | 0.02% | −1,786−11.0% | Reduced |
| Sendero Wealth Management, LLC | 14,757 | $481.5K | 0.06% | −178−1.2% | Reduced |
| Crescent Sterling, Ltd. | 14,800 | $482.9K | 0.54% | −300−2.0% | Reduced |
| GM Advisory Group, Inc. | 14,800 | $482.9K | 0.02% | +14,800 | New |
| Premier Path Wealth Partners, LLC | 14,882 | $485.6K | 0.07% | +225+1.5% | Added |
| Magnolia Capital Management Ltd | 14,895 | $486.0K | 0.39% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 15,021 | $490.1K | 0.20% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 15,108 | $493.0K | 0.05% | 00.0% | Unchanged |
| Volterra Technologies LP | 15,136 | $493.9K | 0.67% | +15,136 | New |
| RKL Wealth Management LLC | 15,138 | $494.0K | 0.04% | −166−1.1% | Reduced |
| Black Diamond Financial, LLC | 15,147 | $494.2K | 0.08% | −15−0.1% | Reduced |
| Fragasso Group Inc. | 15,256 | $497.8K | 0.03% | +168+1.1% | Added |
| Calamos Wealth Management LLC | 15,260 | $497.9K | 0.02% | −4,072−21.1% | Reduced |
| Oakworth Capital, Inc. | 15,344 | $500.7K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15,358 | $501.1K | 0.01% | −842−5.2% | Reduced |
| Diversify Wealth Management, LLC | 14,047 | $503.2K | 0.03% | −699−4.7% | Reduced |
| PDS Planning, Inc | 15,429 | $503.5K | 0.04% | +1,871+13.8% | Added |
| Cidel Asset Management Inc | 15,453 | $504.2K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 15,477 | $505.0K | 0.12% | +1,540+11.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,512 | $506.2K | 0.01% | +381+2.5% | Added |
| Tritonpoint Wealth, LLC | 15,512 | $506.2K | 0.05% | −5,096−24.7% | Reduced |
| JGP Wealth Management, LLC | 15,542 | $507.1K | 0.06% | −18−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,580 | $508.4K | 0.07% | −6,789−30.4% | Reduced |
| Partners in Financial Planning | 15,816 | $516.1K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 15,816 | $516.1K | 0.03% | −1,361−7.9% | Reduced |
| Nexus Investment Management ULC | 15,840 | $516.9K | 0.08% | 00.0% | Unchanged |
| Bailard, Inc. | 15,841 | $516.9K | 0.01% | −28−0.2% | Reduced |
| Lebenthal Global Advisors, LLC | 15,846 | $517.1K | 0.10% | +15,846 | New |
| Employees Retirement System of Texas | 15,866 | $518.0K | 0.00% | +15,866 | New |
| Covenant Partners, LLC | 15,885 | $518.3K | 0.15% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 15,895 | $518.7K | 0.13% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 15,922 | $519.5K | 0.32% | −300−1.8% | Reduced |
| Manchester Capital Management LLC | 16,078 | $524.6K | 0.07% | +271+1.7% | Added |
| HBK Sorce Advisory LLC | 16,094 | $525.1K | 0.01% | +1,110+7.4% | Added |
| Smith, Salley & Associates | 16,103 | $525.4K | 0.03% | −411−2.5% | Reduced |
| Gryphon Financial Partners LLC | 16,200 | $528.6K | 0.07% | −958−5.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,213 | $529.0K | 0.01% | +573+3.7% | Added |
| Indiana Trust & Investment Management CO | 16,254 | $530.4K | 0.18% | −150−0.9% | Reduced |
| Wright Investors Service Inc | 16,318 | $532.5K | 0.16% | +60+0.4% | Added |
| Bigelow Investment Advisors, LLC | 16,481 | $537.8K | 0.24% | −917−5.3% | Reduced |
| Koshinski Asset Management, Inc. | 16,519 | $539.0K | 0.04% | −733−4.2% | Reduced |
| Mason & Associates, LLC | 16,521 | $539.1K | 0.14% | 00.0% | Unchanged |
| Riverwater Partners LLC | 16,525 | $539.2K | 0.25% | −267−1.6% | Reduced |
| Private Wealth Asset Management, LLC | 16,557 | $540.3K | 0.07% | +1,843+12.5% | Added |
| Vise Technologies, Inc. | 16,573 | $540.8K | 0.02% | +16,573 | New |
| Catalyst Financial Partners LLC | 16,628 | $542.6K | 0.06% | −60−0.4% | Reduced |
| Chilton Investment Co LLC | 16,713 | $545.3K | 0.01% | −83,917−83.4% | Reduced |
| Congress Wealth Management LLC | 16,724 | $545.7K | 0.01% | −888−5.0% | Reduced |
| Woodward Diversified Capital, LLC | 16,765 | $547.0K | 0.28% | +7,872+88.5% | Added |
| Osborne Partners Capital Management, LLC | 16,785 | $547.7K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 16,829 | $549.1K | 0.05% | +65+0.4% | Added |
| Yukon Wealth Management, Inc. | 16,899 | $551.4K | 0.20% | +140+0.8% | Added |
| Clarius Group, LLC | 16,901 | $551.5K | 0.03% | −2,088−11.0% | Reduced |
| WNY Asset Management, LLC | 16,927 | $552.3K | 0.06% | −1,706−9.2% | Reduced |
| Graham Capital Management, L.P. | 17,000 | $554.7K | 0.02% | +17,000 | New |
| Global Retirement Partners, LLC | 17,021 | $555.4K | 0.01% | +17,021 | New |
| Evelyn Partners Investment Management LLP | 17,046 | $556.2K | 0.02% | −614−3.5% | Reduced |
| Integrated Wealth Concepts LLC | 17,091 | $557.7K | 0.01% | −8,558−33.4% | Reduced |
| Guyasuta Investment Advisors Inc | 17,100 | $558.0K | 0.03% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 17,110 | $558.3K | 0.29% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 17,135 | $559.1K | 0.07% | +6,838+66.4% | Added |
| David Loasby | 16,063 | $562.4K | 0.05% | −462−2.8% | Reduced |
| First Citizens Bank & Trust Co | 17,309 | $564.8K | 0.01% | +968+5.9% | Added |
| Cobblestone Capital Advisors LLC | 17,430 | $568.7K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,445 | $569.2K | 0.01% | +1,226+7.6% | Added |
| SageView Advisory Group, LLC | 16,051 | $573.2K | 0.02% | −568−3.4% | Reduced |
| Cullinan Associates Inc | 17,600 | $574.3K | 0.04% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 16,410 | $574.4K | 0.16% | +258+1.6% | Added |
| Modern Wealth Management, LLC | 17,633 | $575.4K | 0.01% | +115+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,705 | $577.4K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 17,694 | $577.4K | 0.05% | +370+2.1% | Added |
| Alpha Cubed Investments, LLC | 17,710 | $577.9K | 0.02% | +17,710 | New |
| Bedel Financial Consulting, Inc. | 17,730 | $578.5K | 0.08% | 00.0% | Unchanged |
| Ledyard National Bank | 17,781 | $580.2K | 0.05% | −123−0.7% | Reduced |
| Parkside Financial Bank & Trust | 17,831 | $581.8K | 0.06% | +33+0.2% | Added |
| Connecticut Wealth Management, LLC | 17,882 | $583.5K | 0.03% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 18,000 | $587.3K | 0.03% | 00.0% | Unchanged |
| InvesTrust | 18,003 | $587.4K | 0.23% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 18,148 | $592.2K | 0.03% | +698+4.0% | Added |
| Nwam LLC | 17,611 | $594.1K | 0.03% | +6,673+61.0% | Added |
| EPG Wealth Management LLC | 18,211 | $594.2K | 0.18% | +18,211 | New |
| Cigna Investments Inc | 18,231 | $595.0K | 0.10% | −944−4.9% | Reduced |
| Appleton Partners Inc | 18,226 | $595.0K | 0.04% | −258−1.4% | Reduced |
| Hara Capital LLC | 18,240 | $595.2K | 0.37% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 18,315 | $597.6K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 18,341 | $598.5K | 0.02% | −76−0.4% | Reduced |
| Dupree Financial Group, LLC | 18,483 | $603.1K | 0.24% | 00.0% | Unchanged |
| Aviso Financial Inc. | 18,532 | $604.7K | 0.03% | −8,950−32.6% | Reduced |
| Gilbert & Cook, Inc. | 18,536 | $604.8K | 0.08% | +316+1.7% | Added |
| Certified Advisory Corp | 18,567 | $605.8K | 0.06% | +155+0.8% | Added |
| Peoples Bank | 18,578 | $606.2K | 0.37% | −250−1.3% | Reduced |
| Great Valley Advisor Group, Inc. | 18,630 | $608.0K | 0.01% | −800−4.1% | Reduced |
| Kapstone Financial Advisors LLC | 18,778 | $612.7K | 0.31% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 18,852 | $615.1K | 0.28% | +1,743+10.2% | Added |
| 44 Wealth Management LLC | 18,885 | $616.2K | 0.22% | +18,885 | New |