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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 14,229 | $470.3K | 0.08% | +5,333+59.9% | Added |
| Pallas Capital Advisors LLC | 14,357 | $468.5K | 0.02% | +14,357 | New |
| Belmont Capital, LLC | 14,291 | $466.3K | 0.07% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 14,290 | $466.3K | 0.05% | +406+2.9% | Added |
| Platform Technology Partners | 14,276 | $465.8K | 0.12% | 00.0% | Unchanged |
| Maven Securities LTD | 14,248 | $464.9K | 0.12% | +14,248 | New |
| NCM Capital Management, LLC | 14,246 | $464.8K | 0.19% | −200−1.4% | Reduced |
| Howard Bailey Securities, LLC | 14,209 | $463.6K | 0.14% | −70.0% | Reduced |
| Washington Capital Management Inc | 14,200 | $463.3K | 0.34% | +14,200 | New |
| Silver Oak Advisory Group, Inc. | 14,169 | $462.0K | 0.22% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 14,144 | $461.5K | 0.09% | −44−0.3% | Reduced |
| Canal Capital Management, LLC | 14,133 | $461.2K | 0.07% | +33+0.2% | Added |
| Piscataqua Savings Bank | 14,121 | $460.8K | 0.38% | −263−1.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 14,109 | $460.4K | 0.03% | +387+2.8% | Added |
| RIA Advisory Group LLC | 14,092 | $459.8K | 0.14% | +398+2.9% | Added |
| Tudor Financial Inc. | 14,062 | $458.8K | 0.26% | −95−0.7% | Reduced |
| Conning Inc. | 14,042 | $458.2K | 0.02% | −1,559−10.0% | Reduced |
| Frisch Financial Group, Inc. | 14,031 | $458.0K | 0.11% | +16+0.1% | Added |
| Mindset Wealth Management, LLC | 14,012 | $457.2K | 0.15% | −600−4.1% | Reduced |
| Harvey Investment Co LLC | 13,986 | $456.0K | 0.05% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 13,941 | $454.9K | 0.11% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 13,860 | $452.3K | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 13,790 | $450.0K | 0.01% | +534+4.0% | Added |
| Duncker Streett & Co Inc | 13,720 | $447.7K | 0.08% | −1,640−10.7% | Reduced |
| IFG Advisory, LLC | 13,705 | $447.2K | 0.02% | +1,634+13.5% | Added |
| Ransom Advisory, Ltd | 13,700 | $447.0K | 0.21% | 00.0% | Unchanged |
| Capital Advisors Inc | 13,685 | $446.5K | 0.01% | +4,646+51.4% | Added |
| Redmond Asset Management, LLC | 13,621 | $444.5K | 0.11% | +1,321+10.7% | Added |
| Blue Bell Private Wealth Management, LLC | 13,612 | $444.2K | 0.07% | −1,676−11.0% | Reduced |
| Marathon Capital Management | 13,548 | $442.1K | 0.11% | −500−3.6% | Reduced |
| Bristlecone Advisors, LLC | 13,541 | $441.8K | 0.04% | −1,065−7.3% | Reduced |
| Deseret Mutual Benefit Administrators | 13,535 | $441.6K | 0.21% | 00.0% | Unchanged |
| Holderness Investments Co | 13,528 | $441.4K | 0.09% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 13,523 | $441.2K | 0.05% | +4,732+53.8% | Added |
| North Forty Two & Co. | 13,520 | $441.2K | 0.47% | 00.0% | Unchanged |
| Viawealth, LLC | 13,514 | $441.0K | 0.26% | −1,002−6.9% | Reduced |
| Vista Investment Partners II, LLC | 13,511 | $440.9K | 0.21% | +10.0% | Added |
| Fairfield, Bush & Co. | 13,440 | $438.5K | 0.25% | 00.0% | Unchanged |
| Simmons Bank | 13,364 | $436.1K | 0.03% | −52−0.4% | Reduced |
| Wendell David Associates Inc | 13,368 | $436.0K | 0.04% | −106−0.8% | Reduced |
| Old Point Trust & Financial Services N A | 13,353 | $435.7K | 0.15% | −2,647−16.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 12,209 | $433.5K | 0.35% | −571−4.5% | Reduced |
| Greenfield Savings Bank | 13,284 | $433.5K | 0.20% | +2,303+21.0% | Added |
| Rede Wealth, LLC | 13,268 | $432.9K | 0.16% | −200−1.5% | Reduced |
| NBT Bank N A | 13,254 | $432.5K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 13,232 | $431.8K | 0.01% | −195−1.5% | Reduced |
| Crews Bank & Trust | 13,196 | $430.6K | 0.07% | +1,800+15.8% | Added |
| RCS Financial Planning, LLC | 13,190 | $430.4K | 0.21% | −11−0.1% | Reduced |
| Banco Santander, S.A. | 13,113 | $427.9K | 0.00% | −1,740−11.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 13,021 | $424.9K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 12,087 | $422.7K | 0.01% | −686−5.4% | Reduced |
| Means Investment Co., Inc. | 12,889 | $420.6K | 0.04% | +12,889 | New |
| Walled Lake Planning & Wealth Management, LLC | 12,838 | $418.9K | 0.14% | −12,839−50.0% | Reduced |
| Brass Tax Wealth Management, Inc | 12,812 | $418.0K | 0.08% | +10.0% | Added |
| Gables Capital Management Inc. | 12,800 | $417.7K | 0.20% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 12,768 | $416.6K | 0.02% | +30+0.2% | Added |
| Trustmark National Bank Trust Department | 12,751 | $416.1K | 0.03% | +97+0.8% | Added |
| Moloney Securities Asset Management, LLC | 12,709 | $414.7K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 12,700 | $414.4K | 0.05% | −57−0.4% | Reduced |
| Fulcrum Asset Management LLP | 12,694 | $414.2K | 0.12% | +12,694 | New |
| Becker Capital Management Inc | 12,658 | $413.0K | 0.01% | −1,194−8.6% | Reduced |
| McLean Asset Management Corp | 12,234 | $411.2K | 0.11% | +434+3.7% | Added |
| Diversified Enterprises, LLC | 12,599 | $411.1K | 0.03% | −260−2.0% | Reduced |
| Northwest Bancshares, Inc. | 12,569 | $410.1K | 0.07% | +218+1.8% | Added |
| Flagship Harbor Advisors, LLC | 12,435 | $405.8K | 0.02% | −4,458−26.4% | Reduced |
| Flputnam Investment Management Co | 12,434 | $405.7K | 0.01% | −176−1.4% | Reduced |
| Nicolet Bankshares Inc | 12,394 | $404.4K | 0.07% | −636−4.9% | Reduced |
| Bangor Savings Bank | 12,389 | $404.3K | 0.04% | 00.0% | Unchanged |
| FC Advisory LLC | 12,382 | $404.0K | 0.12% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 12,376 | $403.8K | 0.05% | −1,758−12.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 12,358 | $403.2K | 0.15% | −366−2.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 12,343 | $402.8K | 0.12% | +12,343 | New |
| Traphagen Investment Advisors LLC | 12,331 | $402.3K | 0.04% | +30.0% | Added |
| Elgethun Capital Management | 12,310 | $401.7K | 0.08% | 00.0% | Unchanged |
| Courier Capital LLC | 12,299 | $401.3K | 0.02% | 00.0% | Unchanged |
| Alpha Family Trust | 12,270 | $400.4K | 0.20% | −2,050−14.3% | Reduced |
| Larson Financial Group LLC | 12,230 | $399.1K | 0.02% | +5,591+84.2% | Added |
| Sage Mountain Advisors LLC | 12,221 | $398.8K | 0.03% | +3,071+33.6% | Added |
| Zimmer Partners, LP | 12,200 | $398.1K | 0.01% | −77,800−86.4% | Reduced |
| HAP Trading, LLC | 12,199 | $398.1K | 0.17% | +12,199 | New |
| Successful Portfolios LLC | 12,176 | $397.3K | 0.24% | +80+0.7% | Added |
| Avantax Planning Partners, Inc. | 12,170 | $397.1K | 0.01% | −143−1.2% | Reduced |
| Outlook Wealth Advisors, LLC | 12,116 | $395.3K | 0.10% | −375−3.0% | Reduced |
| Godsey & Gibb Associates | 12,108 | $395.1K | 0.04% | +10,727+776.8% | Added |
| Barry Investment Advisors, LLC | 12,060 | $393.5K | 0.10% | +48+0.4% | Added |
| Alpha Omega Wealth Management LLC | 11,975 | $390.7K | 0.07% | +50.0% | Added |
| Pure Financial Advisors, Inc. | 11,934 | $389.4K | 0.01% | +11,934 | New |
| Cornerstone Wealth Management, LLC | 11,912 | $388.7K | 0.02% | −2,468−17.2% | Reduced |
| Franklin Street Advisors Inc | 11,887 | $388.0K | 0.02% | +2,625+28.3% | Added |
| Flagship Wealth Advisors, LLC | 11,880 | $387.6K | 0.15% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 11,865 | $387.1K | 0.19% | +30.0% | Added |
| Magnetar Financial LLC | 11,825 | $385.9K | 0.00% | −223,062−95.0% | Reduced |
| Sunpointe, LLC | 11,763 | $383.8K | 0.15% | +23+0.2% | Added |
| Federated Hermes, Inc. | 11,635 | $379.6K | 0.00% | −571−4.7% | Reduced |
| First Business Financial Services, Inc. | 11,620 | $379.2K | 0.03% | −52,690−81.9% | Reduced |
| Strategic Financial Services, Inc, | 11,591 | $378.2K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,589 | $378.2K | 0.02% | −111−0.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,520 | $375.9K | 0.07% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 11,216 | $375.4K | 0.02% | +138+1.2% | Added |
| Mayflower Financial Advisors, LLC | 11,499 | $375.2K | 0.05% | +261+2.3% | Added |