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 |
|---|---|---|---|---|---|
| Iron Financial, LLC | 6,274 | $204.7K | 0.11% | +6,274 | New |
| Camden Capital, LLC | 6,271 | $204.6K | 0.02% | +6,271 | New |
| Heck Capital Advisors, LLC | 6,261 | $204.3K | 0.02% | +6,261 | New |
| TrueWealth Advisors, LLC | 6,256 | $204.1K | 0.06% | +6,256 | New |
| Generation Capital Management LLC | 6,256 | $204.1K | 0.16% | +6,256 | New |
| Front Row Advisors LLC | 6,240 | $203.6K | 0.07% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 5,730 | $203.0K | 0.02% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 6,217 | $202.9K | 0.14% | +6,217 | New |
| Basepoint Wealth LLC | 6,217 | $202.9K | 0.16% | +6,217 | New |
| ZWJ Investment Counsel Inc | 6,155 | $200.8K | 0.01% | −1,200−16.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 6,152 | $200.7K | 0.05% | +6,152 | New |
| Kendall Capital Management | 6,144 | $200.5K | 0.05% | +6,144 | New |
| Willow Creek Wealth Management Inc. | 6,140 | $200.4K | 0.02% | +6,140 | New |
| BankPlus Trust Department | 6,130 | $200.0K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,781 | $193.0K | 0.11% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,828 | $190.2K | 0.01% | −1,119−16.1% | Reduced |
| Acadian Asset Management LLC | 5,847 | $190.0K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 189,417 | $189.4K | 0.15% | +182,172+2,514.5% | Added |
| Cary Street Partner Investment Advisory LLC | 5,763 | $188.0K | 0.09% | −31−0.5% | Reduced |
| Valley National Advisers Inc | 5,786 | $188.0K | 0.03% | −109−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,528 | $187.5K | 0.01% | −112−2.0% | Reduced |
| Carderock Capital Management Inc | 5,700 | $186.0K | 0.05% | +5,700 | New |
| Truvestments Capital LLC | 5,698 | $185.9K | 0.04% | −218−3.7% | Reduced |
| Rosenberg Matthew Hamilton | 5,528 | $180.4K | 0.04% | −1,720−23.7% | Reduced |
| Kiker Wealth Management, LLC | 5,465 | $178.3K | 0.10% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5,432 | $177.2K | 0.01% | −3,055−36.0% | Reduced |
| Paladin Advisory Group, LLC | 5,387 | $175.8K | 0.13% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,289 | $172.6K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 5,042 | $164.5K | 0.14% | +5,042 | New |
| Onefund, LLC | 5,026 | $164.0K | 0.12% | +5,026 | New |
| CVA Family Office, LLC | 4,996 | $163.0K | 0.02% | +338+7.3% | Added |
| Roxbury Financial LLC | 4,962 | $161.9K | 0.16% | −249−4.8% | Reduced |
| Catalyst Capital Advisors LLC | 4,784 | $156.1K | 0.00% | +3,303+223.0% | Added |
| Strategic Investment Solutions, Inc. | 4,769 | $155.6K | 0.05% | +18+0.4% | Added |
| DT Investment Partners, LLC | 4,740 | $154.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,722 | $154.1K | 0.01% | −475−9.1% | Reduced |
| Leonteq Securities AG | 4,517 | $147.4K | 0.01% | −7,938−63.7% | Reduced |
| Perritt Capital Management Inc | 4,514 | $147.3K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 4,500 | $146.8K | 0.12% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,472 | $145.9K | 0.01% | +573+14.7% | Added |
| Quarry LP | 4,472 | $145.9K | 0.03% | −3,052−40.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,350 | $141.9K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,318 | $140.9K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 4,160 | $135.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,149 | $135.4K | 0.01% | −750−15.3% | Reduced |
| Perkins Coie Trust Co | 4,148 | $135.3K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 3,800 | $135.1K | 0.06% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,100 | $133.8K | 0.07% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4,064 | $132.6K | 0.05% | −670−14.2% | Reduced |
| Richardson Financial Services Inc. | 3,893 | $130.3K | 0.09% | −235−5.7% | Reduced |
| Main Street Group, LTD | 3,881 | $126.6K | 0.04% | −4,983−56.2% | Reduced |
| Holos Integrated Wealth LLC | 3,520 | $124.7K | 0.07% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 3,725 | $121.5K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 3,645 | $118.9K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,638 | $118.7K | 0.01% | +10.0% | Added |
| Bruce G. Allen Investments, LLC | 3,626 | $118.3K | 0.09% | −738−16.9% | Reduced |
| Financial Gravity Companies, Inc. | 3,600 | $117.5K | 0.02% | +3,600 | New |
| Covestor Ltd | 3,588 | $117.0K | 0.07% | +432+13.7% | Added |
| Group One Trading, L.P. | 3,451 | $112.6K | 0.00% | +3,451 | New |
| Financial Management Professionals, Inc. | 3,448 | $112.5K | 0.01% | +208+6.4% | Added |
| Cromwell Holdings LLC | 3,410 | $111.3K | 0.07% | −2,203−39.2% | Reduced |
| Glen Eagle Advisors, LLC | 3,405 | $111.1K | 0.02% | −1,855−35.3% | Reduced |
| Vision Financial Markets LLC | 3,400 | $110.9K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 3,319 | $108.3K | 0.00% | −8,379−71.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3,222 | $105.1K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 3,134 | $102.3K | 0.09% | +3,134 | New |
| NBC Securities, Inc. | 3,142 | $102.0K | 0.01% | −3,452−52.4% | Reduced |
| Webster Bank, N. A. | 3,080 | $100.5K | 0.01% | −465−13.1% | Reduced |
| Hemington Wealth Management | 3,072 | $100.0K | 0.01% | −47−1.5% | Reduced |
| MB, Levis & Associates, LLC | 3,034 | $99.0K | 0.04% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $98.4K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,000 | $97.9K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,956 | $96.5K | 0.01% | −29−1.0% | Reduced |
| Gen-Wealth Partners Inc | 2,933 | $95.7K | 0.04% | +11+0.4% | Added |
| Pinney & Scofield, Inc. | 2,925 | $95.4K | 0.06% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2,874 | $93.8K | 0.03% | −390−11.9% | Reduced |
| Atlantic Trust, LLC | 2,834 | $92.5K | 0.02% | +89+3.2% | Added |
| Washington Trust Advisors, Inc. | 2,760 | $90.1K | 0.01% | −487−15.0% | Reduced |
| Key Financial Inc | 2,752 | $89.8K | 0.02% | +391+16.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,738 | $89.3K | 0.01% | +2,738 | New |
| SOA Wealth Advisors, LLC. | 88,842 | $88.8K | 0.02% | −14,321−13.9% | Reduced |
| Cross Staff Investments Inc | 2,700 | $88.1K | 0.07% | +2,700 | New |
| Capital Advisors, Ltd. LLC | 2,676 | $87.0K | 0.01% | +496+22.8% | Added |
| Proffitt & Goodson Inc | 2,641 | $86.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,631 | $85.9K | 0.03% | +37+1.4% | Added |
| Plante Moran Financial Advisors, LLC | 2,502 | $81.6K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 2,490 | $81.2K | 0.05% | +2,490 | New |
| Beaird Harris Wealth Management, LLC | 2,475 | $80.8K | 0.01% | −37−1.5% | Reduced |
| Alerus Financial NA | 2,463 | $80.4K | 0.01% | +2,463 | New |
| Versant Capital Management, Inc | 2,384 | $77.8K | 0.01% | +158+7.1% | Added |
| North Capital, Inc. | 2,353 | $76.8K | 0.07% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,295 | $74.9K | 0.01% | +78+3.5% | Added |
| Bernard Wealth Management Corp. | 2,286 | $74.6K | 0.03% | −71−3.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,274 | $74.2K | 0.02% | +339+17.5% | Added |
| Gleason Group, Inc. | 2,213 | $72.2K | 0.01% | +9+0.4% | Added |
| Silvant Capital Management LLC | 2,199 | $71.8K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 2,198 | $71.7K | 0.02% | +721+48.8% | Added |
| WFA Asset Management Corp | 2,112 | $70.7K | 0.04% | +7+0.3% | Added |
| Provenance Wealth Advisors, LLC | 2,096 | $68.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,319 | $68.3K | 0.03% | +2,319 | New |