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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 18,896 | $616.6K | 0.01% | −745−3.8% | Reduced |
| Landing Point Financial Group, LLC | 18,903 | $616.8K | 0.39% | +40+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,951 | $618.4K | 0.13% | +18,951 | New |
| Ostrum Asset Management | 18,953 | $618.4K | 0.03% | −16,600−46.7% | Reduced |
| Cornerstone Advisory, LLC | 18,971 | $619.0K | 0.07% | −415−2.1% | Reduced |
| Paradigm Financial Partners, LLC | 18,973 | $619.1K | 0.07% | −5,411−22.2% | Reduced |
| Revolve Wealth Partners, LLC | 19,031 | $621.0K | 0.08% | +2,989+18.6% | Added |
| Proficio Capital Partners LLC | 19,089 | $622.9K | 0.04% | +2,955+18.3% | Added |
| Integrated Investment Consultants, LLC | 19,197 | $626.4K | 0.12% | −80.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 19,225 | $627.3K | 0.11% | −50−0.3% | Reduced |
| Colonial Trust Co | 19,257 | $628.4K | 0.09% | +127+0.7% | Added |
| Canandaigua National Bank & Trust Co | 19,306 | $630.0K | 0.06% | −681−3.4% | Reduced |
| CX Institutional | 19,330 | $631.0K | 0.02% | +3,712+23.8% | Added |
| St Germain D J Co Inc | 19,343 | $631.2K | 0.03% | −574−2.9% | Reduced |
| Klingman & Associates, LLC | 19,417 | $633.6K | 0.03% | +12,554+182.9% | Added |
| Patriot Investment Management Inc. | 19,475 | $635.5K | 0.04% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 19,526 | $637.1K | 0.18% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 19,572 | $638.6K | 0.12% | −416−2.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 19,646 | $641.0K | 0.16% | +53+0.3% | Added |
| Sagespring Wealth Partners, LLC | 19,682 | $642.2K | 0.01% | +6,595+50.4% | Added |
| Charles Schwab Trust Co | 19,738 | $644.0K | 0.05% | +3,000+17.9% | Added |
| One Capital Management, LLC | 19,768 | $645.0K | 0.02% | +235+1.2% | Added |
| Midwest Financial Group LLC | 19,800 | $646.1K | 0.34% | −600−2.9% | Reduced |
| My Legacy Advisors, LLC | 19,302 | $647.4K | 0.23% | +2,280+13.4% | Added |
| TBH Global Asset Management, LLC | 19,944 | $650.8K | 0.14% | −1,550−7.2% | Reduced |
| Tocqueville Asset Management L.P. | 19,952 | $651.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 19,970 | $651.6K | 0.01% | −363−1.8% | Reduced |
| Malaga Cove Capital, LLC | 19,996 | $652.5K | 0.26% | −600−2.9% | Reduced |
| Wolverine Asset Management LLC | 20,000 | $652.6K | 0.01% | +20,000 | New |
| Portside Wealth Group, LLC | 20,019 | $653.2K | 0.10% | −7,316−26.8% | Reduced |
| PFG Investments, LLC | 20,051 | $654.3K | 0.04% | −270−1.3% | Reduced |
| Pittenger & Anderson Inc | 20,090 | $655.5K | 0.02% | −1,086−5.1% | Reduced |
| Raiffeisen Bank International AG | 20,201 | $656.3K | 0.01% | +593+3.0% | Added |
| We Are One Seven, LLC | 20,129 | $656.8K | 0.02% | +2,170+12.1% | Added |
| Brighton Jones LLC | 20,420 | $666.3K | 0.02% | +2,840+16.2% | Added |
| Nations Financial Group Inc, | 20,470 | $668.0K | 0.05% | −294−1.4% | Reduced |
| Mayfair Advisory Group, LLC | 18,905 | $669.8K | 0.32% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20,565 | $671.0K | 0.08% | +17+0.1% | Added |
| Buckingham Strategic Partners | 20,590 | $671.8K | 0.01% | +1,092+5.6% | Added |
| Principal Securities, Inc. | 20,626 | $673.0K | 0.01% | −6,307−23.4% | Reduced |
| Brave Asset Management Inc | 20,766 | $677.6K | 0.18% | −162−0.8% | Reduced |
| Wealth Alliance | 20,771 | $677.8K | 0.08% | +3,339+19.2% | Added |
| NewEdge Wealth, LLC | 19,307 | $680.6K | 0.01% | +441+2.3% | Added |
| Embree Financial Group | 20,920 | $682.6K | 0.10% | −108−0.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 21,000 | $685.2K | 0.23% | −15,600−42.6% | Reduced |
| Fortress Wealth Group, LLC | 19,440 | $689.3K | 0.32% | +276+1.4% | Added |
| Keystone Financial Group | 21,224 | $692.6K | 0.06% | +289+1.4% | Added |
| Castle Wealth Management LLC | 21,239 | $693.0K | 0.25% | −1,834−7.9% | Reduced |
| Morningstar Investment Management LLC | 21,370 | $697.0K | 0.06% | +2,281+11.9% | Added |
| Quest Partners LLC | 21,475 | $700.7K | 0.07% | −70,565−76.7% | Reduced |
| Adirondack Trust Co | 21,486 | $701.1K | 0.25% | −5,470−20.3% | Reduced |
| Stonegate Investment Group, LLC | 21,575 | $704.0K | 0.02% | +3,403+18.7% | Added |
| Lakeside Advisors, INC. | 21,600 | $704.8K | 0.45% | 00.0% | Unchanged |
| Norden Group LLC | 21,605 | $705.0K | 0.08% | −5,644−20.7% | Reduced |
| Independence Bank of Kentucky | 21,640 | $706.1K | 0.10% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 21,743 | $709.5K | 0.32% | +30+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 21,762 | $710.1K | 0.11% | +2,766+14.6% | Added |
| Philip James Wealth Mangement, LLC | 21,772 | $710.4K | 0.09% | −189−0.9% | Reduced |
| Csenge Advisory Group | 22,532 | $711.8K | 0.04% | +1,263+5.9% | Added |
| Partners Wealth Management, LLC | 24,105 | $712.1K | 0.81% | 00.0% | Unchanged |
| Resources Management Corp | 21,856 | $713.0K | 0.10% | −355−1.6% | Reduced |
| Howland Capital Management LLC | 21,887 | $714.2K | 0.03% | −7,150−24.6% | Reduced |
| Inspire Advisors, LLC | 21,974 | $717.0K | 0.07% | −70−0.3% | Reduced |
| Banco BTG Pactual S.A. | 22,000 | $717.9K | 0.15% | +22,000 | New |
| Everence Capital Management Inc | 21,990 | $718.0K | 0.05% | −15,511−41.4% | Reduced |
| Valley Brook Capital Group | 22,250 | $726.0K | 0.54% | −500−2.2% | Reduced |
| Fulton Bank, N.A. | 22,331 | $728.7K | 0.03% | −2,111−8.6% | Reduced |
| Davidson Trust Co | 22,340 | $729.0K | 0.34% | −3,818−14.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 22,353 | $729.0K | 0.20% | +329+1.5% | Added |
| XML Financial, LLC | 22,351 | $729.3K | 0.06% | 00.0% | Unchanged |
| Benin Management CORP | 22,360 | $729.6K | 0.19% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 22,371 | $730.0K | 0.00% | +934+4.4% | Added |
| Forum Financial Management, LP | 22,375 | $730.1K | 0.01% | +2,171+10.7% | Added |
| SK Wealth Management, LLC | 21,918 | $730.5K | 0.32% | +237+1.1% | Added |
| Main Street Financial Solutions, LLC | 22,526 | $735.0K | 0.05% | +139+0.6% | Added |
| Clear Harbor Asset Management, LLC | 22,537 | $735.4K | 0.06% | −214−0.9% | Reduced |
| Quantessence Capital LLC | 22,605 | $737.6K | 0.22% | +22,605 | New |
| Nebula Research & Development LLC | 22,638 | $738.7K | 0.06% | +15,570+220.3% | Added |
| New Republic Capital, LLC | 22,655 | $739.2K | 0.26% | +893+4.1% | Added |
| Cadinha & Co LLC | 22,731 | $741.7K | 0.12% | −360−1.6% | Reduced |
| MidWestOne Financial Group, Inc. | 22,794 | $743.8K | 0.10% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 22,301 | $746.4K | 0.05% | −9,028−28.8% | Reduced |
| Brookstone Capital Management | 22,920 | $747.9K | 0.01% | +2,310+11.2% | Added |
| Scott Marsh Financial, LLC | 22,944 | $748.7K | 0.28% | +22,944 | New |
| Avidian Wealth Solutions, LLC | 22,957 | $749.1K | 0.03% | +393+1.7% | Added |
| Grove Bank & Trust | 22,980 | $749.8K | 0.09% | −329−1.4% | Reduced |
| Welch & Forbes LLC | 23,024 | $751.3K | 0.01% | −66−0.3% | Reduced |
| Sowell Financial Services LLC | 23,041 | $751.8K | 0.03% | −14,570−38.7% | Reduced |
| Financial Strategies Group, Inc. | 22,063 | $752.3K | 0.16% | +96+0.4% | Added |
| ELCO Management Co., LLC | 23,080 | $753.1K | 0.39% | −550−2.3% | Reduced |
| Continuum Advisory, LLC | 23,120 | $754.4K | 0.09% | −1,635−6.6% | Reduced |
| Rodgers Brothers Inc. | 23,125 | $754.6K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 23,132 | $754.8K | 0.01% | −1,180−4.9% | Reduced |
| CTC Alternative Strategies, Ltd. | 23,200 | $757.0K | 0.66% | +23,200 | New |
| ARS Wealth Advisors Group, LLC | 23,262 | $759.0K | 0.09% | +3,315+16.6% | Added |
| RMR Capital Management, LLC | 23,278 | $759.6K | 0.54% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 23,357 | $762.1K | 0.05% | −1,725−6.9% | Reduced |
| Pioneer Trust Bank N A | 23,385 | $763.1K | 0.19% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 23,465 | $765.7K | 0.14% | −110,431−82.5% | Reduced |
| Ambassador Advisors, LLC | 23,479 | $766.1K | 0.12% | −154−0.7% | Reduced |