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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 18,852 | $615.1K | 0.28% | +1,743+10.2% | Added |
| Kapstone Financial Advisors LLC | 18,778 | $612.7K | 0.31% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 18,630 | $608.0K | 0.01% | −800−4.1% | Reduced |
| Peoples Bank | 18,578 | $606.2K | 0.37% | −250−1.3% | Reduced |
| Certified Advisory Corp | 18,567 | $605.8K | 0.06% | +155+0.8% | Added |
| Gilbert & Cook, Inc. | 18,536 | $604.8K | 0.08% | +316+1.7% | Added |
| Aviso Financial Inc. | 18,532 | $604.7K | 0.03% | −8,950−32.6% | Reduced |
| Dupree Financial Group, LLC | 18,483 | $603.1K | 0.24% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 18,341 | $598.5K | 0.02% | −76−0.4% | Reduced |
| Boston Trust Walden Corp | 18,315 | $597.6K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 18,240 | $595.2K | 0.37% | 00.0% | Unchanged |
| 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 |
| EPG Wealth Management LLC | 18,211 | $594.2K | 0.18% | +18,211 | New |
| Nwam LLC | 17,611 | $594.1K | 0.03% | +6,673+61.0% | Added |
| Acropolis Investment Management, LLC | 18,148 | $592.2K | 0.03% | +698+4.0% | Added |
| InvesTrust | 18,003 | $587.4K | 0.23% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 18,000 | $587.3K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 17,882 | $583.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,831 | $581.8K | 0.06% | +33+0.2% | Added |
| Ledyard National Bank | 17,781 | $580.2K | 0.05% | −123−0.7% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $578.5K | 0.08% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 17,710 | $577.9K | 0.02% | +17,710 | New |
| Capital Investment Advisory Services, LLC | 17,694 | $577.4K | 0.05% | +370+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,705 | $577.4K | 0.03% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 17,633 | $575.4K | 0.01% | +115+0.7% | Added |
| Astoria Portfolio Advisors LLC. | 16,410 | $574.4K | 0.16% | +258+1.6% | Added |
| Cullinan Associates Inc | 17,600 | $574.3K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 16,051 | $573.2K | 0.02% | −568−3.4% | Reduced |
| Parallel Advisors, LLC | 17,445 | $569.2K | 0.01% | +1,226+7.6% | Added |
| Cobblestone Capital Advisors LLC | 17,430 | $568.7K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 17,309 | $564.8K | 0.01% | +968+5.9% | Added |
| David Loasby | 16,063 | $562.4K | 0.05% | −462−2.8% | Reduced |
| Skopos Labs, Inc. | 17,135 | $559.1K | 0.07% | +6,838+66.4% | Added |
| Chronos Wealth Management, LLC | 17,110 | $558.3K | 0.29% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 17,100 | $558.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,091 | $557.7K | 0.01% | −8,558−33.4% | Reduced |
| Evelyn Partners Investment Management LLP | 17,046 | $556.2K | 0.02% | −614−3.5% | Reduced |
| Global Retirement Partners, LLC | 17,021 | $555.4K | 0.01% | +17,021 | New |
| Graham Capital Management, L.P. | 17,000 | $554.7K | 0.02% | +17,000 | New |
| WNY Asset Management, LLC | 16,927 | $552.3K | 0.06% | −1,706−9.2% | Reduced |
| Clarius Group, LLC | 16,901 | $551.5K | 0.03% | −2,088−11.0% | Reduced |
| Yukon Wealth Management, Inc. | 16,899 | $551.4K | 0.20% | +140+0.8% | Added |
| Verus Capital Partners, LLC | 16,829 | $549.1K | 0.05% | +65+0.4% | Added |
| Osborne Partners Capital Management, LLC | 16,785 | $547.7K | 0.03% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 16,765 | $547.0K | 0.28% | +7,872+88.5% | Added |
| Congress Wealth Management LLC | 16,724 | $545.7K | 0.01% | −888−5.0% | Reduced |
| Chilton Investment Co LLC | 16,713 | $545.3K | 0.01% | −83,917−83.4% | Reduced |
| Catalyst Financial Partners LLC | 16,628 | $542.6K | 0.06% | −60−0.4% | Reduced |
| Vise Technologies, Inc. | 16,573 | $540.8K | 0.02% | +16,573 | New |
| Private Wealth Asset Management, LLC | 16,557 | $540.3K | 0.07% | +1,843+12.5% | Added |
| Riverwater Partners LLC | 16,525 | $539.2K | 0.25% | −267−1.6% | Reduced |
| Mason & Associates, LLC | 16,521 | $539.1K | 0.14% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,519 | $539.0K | 0.04% | −733−4.2% | Reduced |
| Bigelow Investment Advisors, LLC | 16,481 | $537.8K | 0.24% | −917−5.3% | Reduced |
| Wright Investors Service Inc | 16,318 | $532.5K | 0.16% | +60+0.4% | Added |
| Indiana Trust & Investment Management CO | 16,254 | $530.4K | 0.18% | −150−0.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,213 | $529.0K | 0.01% | +573+3.7% | Added |
| Gryphon Financial Partners LLC | 16,200 | $528.6K | 0.07% | −958−5.6% | Reduced |
| Smith, Salley & Associates | 16,103 | $525.4K | 0.03% | −411−2.5% | Reduced |
| HBK Sorce Advisory LLC | 16,094 | $525.1K | 0.01% | +1,110+7.4% | Added |
| Manchester Capital Management LLC | 16,078 | $524.6K | 0.07% | +271+1.7% | Added |
| Taylor Financial Group, Inc. | 15,922 | $519.5K | 0.32% | −300−1.8% | Reduced |
| Waypoint Wealth Partners Inc. | 15,895 | $518.7K | 0.13% | 00.0% | Unchanged |
| Covenant Partners, LLC | 15,885 | $518.3K | 0.15% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 15,866 | $518.0K | 0.00% | +15,866 | New |
| Lebenthal Global Advisors, LLC | 15,846 | $517.1K | 0.10% | +15,846 | New |
| Bailard, Inc. | 15,841 | $516.9K | 0.01% | −28−0.2% | Reduced |
| Nexus Investment Management ULC | 15,840 | $516.9K | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 15,816 | $516.1K | 0.03% | −1,361−7.9% | Reduced |
| Partners in Financial Planning | 15,816 | $516.1K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 15,580 | $508.4K | 0.07% | −6,789−30.4% | Reduced |
| JGP Wealth Management, LLC | 15,542 | $507.1K | 0.06% | −18−0.1% | Reduced |
| Tritonpoint Wealth, LLC | 15,512 | $506.2K | 0.05% | −5,096−24.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,512 | $506.2K | 0.01% | +381+2.5% | Added |
| Syverson Strege & Co | 15,477 | $505.0K | 0.12% | +1,540+11.0% | Added |
| Cidel Asset Management Inc | 15,453 | $504.2K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 15,429 | $503.5K | 0.04% | +1,871+13.8% | Added |
| Diversify Wealth Management, LLC | 14,047 | $503.2K | 0.03% | −699−4.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,358 | $501.1K | 0.01% | −842−5.2% | Reduced |
| Oakworth Capital, Inc. | 15,344 | $500.7K | 0.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 15,260 | $497.9K | 0.02% | −4,072−21.1% | Reduced |
| Fragasso Group Inc. | 15,256 | $497.8K | 0.03% | +168+1.1% | Added |
| Black Diamond Financial, LLC | 15,147 | $494.2K | 0.08% | −15−0.1% | Reduced |
| RKL Wealth Management LLC | 15,138 | $494.0K | 0.04% | −166−1.1% | Reduced |
| Volterra Technologies LP | 15,136 | $493.9K | 0.67% | +15,136 | New |
| SlateStone Wealth, LLC | 15,108 | $493.0K | 0.05% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 15,021 | $490.1K | 0.20% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14,895 | $486.0K | 0.39% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 14,882 | $485.6K | 0.07% | +225+1.5% | Added |
| 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 |
| Sendero Wealth Management, LLC | 14,757 | $481.5K | 0.06% | −178−1.2% | Reduced |
| Wedmont Private Capital | 14,434 | $481.1K | 0.02% | −1,786−11.0% | Reduced |
| Gsa Capital Partners LLP | 14,714 | $480.0K | 0.03% | −137,015−90.3% | Reduced |
| First National Trust Co | 14,640 | $477.7K | 0.02% | −1,155−7.3% | Reduced |
| Walleye Capital LLC | 14,597 | $476.3K | 0.00% | −20,115−57.9% | Reduced |
| Harbor Group, Inc. | 14,588 | $476.0K | 0.08% | +21+0.1% | Added |
| Evercore Wealth Management, LLC | 14,540 | $474.4K | 0.01% | −693−4.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 14,493 | $473.0K | 0.00% | −15,253−51.3% | Reduced |