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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $67.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,052 | $67.0K | 0.00% | +543+36.0% | Added |
| DHJJ Financial Advisors, Ltd. | 2,041 | $66.6K | 0.02% | −500−19.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,950 | $63.6K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,957 | $63.0K | 0.01% | −899−31.5% | Reduced |
| Logan Capital Management Inc | 1,918 | $62.6K | 0.00% | −5,683−74.8% | Reduced |
| Fairscale Capital, LLC | 1,745 | $62.0K | 0.05% | +845+93.9% | Added |
| Core Alternative Capital | 1,877 | $61.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,875 | $61.2K | 0.08% | −454−19.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,836 | $59.9K | 0.03% | +1+0.1% | Added |
| MV Capital Management, Inc. | 1,832 | $59.8K | 0.01% | −599−24.6% | Reduced |
| UMA Financial Services, Inc. | 1,815 | $59.2K | 0.01% | +86+5.0% | Added |
| LMR Partners LLP | 1,812 | $59.1K | 0.00% | −21,842−92.3% | Reduced |
| Acima Private Wealth, LLC | 1,800 | $58.7K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,710 | $57.2K | 0.03% | −11−0.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,740 | $56.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,691 | $55.2K | 0.02% | +5+0.3% | Added |
| Centricity Wealth Management, LLC | 1,676 | $54.7K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,511 | $53.9K | 0.01% | +97+6.9% | Added |
| Nemes Rush Group LLC | 1,624 | $53.0K | 0.01% | +5+0.3% | Added |
| Princeton Global Asset Management LLC | 1,600 | $52.2K | 0.01% | −96−5.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,541 | $50.3K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,527 | $49.8K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $49.0K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,464 | $47.8K | 0.00% | −227−13.4% | Reduced |
| Optiver Holding B.V. | 1,414 | $46.1K | 0.00% | −8,354−85.5% | Reduced |
| Putney Financial Group LLC | 1,350 | $44.1K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,340 | $43.7K | 0.01% | +1,340 | New |
| True Wealth Design, LLC | 1,283 | $41.8K | 0.01% | −6−0.5% | Reduced |
| Robinswood Financial LLC | 1,230 | $40.1K | 0.01% | +900+272.7% | Added |
| American National Bank | 1,201 | $39.2K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,200 | $39.2K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,192 | $38.9K | 0.00% | +633+113.2% | Added |
| Salomon & Ludwin, LLC | 1,125 | $37.8K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,151 | $37.6K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,149 | $37.5K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,134 | $37.0K | 0.03% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,113 | $36.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,085 | $35.4K | 0.00% | +80+8.0% | Added |
| Nalls Sherbakoff Group, LLC | 1,050 | $34.3K | 0.02% | +1,050 | New |
| Barrett & Company, Inc. | 1,046 | $34.1K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,034 | $33.7K | 0.02% | −4−0.4% | Reduced |
| ORG Partners LLC | 1,005 | $33.6K | 0.01% | −147−12.8% | Reduced |
| Clean Yield Group | 1,030 | $33.6K | 0.01% | −560−35.2% | Reduced |
| Sierra Ocean, LLC | 1,029 | $33.6K | 0.02% | +25+2.5% | Added |
| Barnes Dennig Private Wealth Management LLC | 1,020 | $33.3K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 984 | $32.9K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,008 | $32.9K | 0.01% | +4+0.4% | Added |
| Ossiam | 997 | $32.5K | 0.00% | −234−19.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 995 | $32.5K | 0.02% | +525+111.7% | Added |
| McIlrath & Eck, LLC | 989 | $32.3K | 0.00% | −2,250−69.5% | Reduced |
| YANKCOM Partnership | 968 | $31.6K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 968 | $31.6K | 0.00% | +1+0.1% | Added |
| Johnson Financial Group, Inc. | 948 | $30.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 941 | $30.7K | 0.01% | −299−24.1% | Reduced |
| Financial Network Wealth Advisors LLC | 940 | $30.7K | 0.04% | −399−29.8% | Reduced |
| Kennebec Savings Bank | 917 | $29.9K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 908 | $29.6K | 0.01% | +814+866.0% | Added |
| Bellevue Asset Management, LLC | 900 | $29.4K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 900 | $29.4K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 900 | $29.4K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 884 | $28.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 864 | $28.2K | 0.01% | −156−15.3% | Reduced |
| WFA of San Diego, LLC | 846 | $27.6K | 0.02% | +846 | New |
| Itau Unibanco Holding S.A. | 844 | $27.5K | 0.00% | −43−4.8% | Reduced |
| Coston, McIsaac & Partners | 831 | $27.0K | 0.01% | +2+0.2% | Added |
| Thompson Investment Management, Inc. | 825 | $26.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 802 | $26.2K | 0.01% | −85−9.6% | Reduced |
| Monetary Management Group Inc | 800 | $26.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 787 | $25.7K | 0.01% | +342+76.9% | Added |
| JFS Wealth Advisors, LLC | 787 | $25.7K | 0.00% | −839−51.6% | Reduced |
| Painted Porch Advisors LLC | 781 | $25.5K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 778 | $25.0K | 0.01% | +61+8.5% | Added |
| Retirement Wealth Solutions LLC | 762 | $24.9K | 0.02% | +1+0.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 686 | $24.6K | 0.01% | +686 | New |
| Hallmark Capital Management Inc | 750 | $24.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 750 | $24.5K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 741 | $24.2K | 0.02% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 685 | $23.7K | 0.27% | +487+246.0% | Added |
| Pacific Center for Financial Services | 720 | $23.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 720 | $23.5K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 720 | $23.5K | 0.02% | +720 | New |
| Midwest Capital Advisors, LLC | 712 | $23.2K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 681 | $22.2K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 680 | $22.2K | 0.01% | +255+60.0% | Added |
| Darwin Advisors, LLC | 672 | $21.9K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 614 | $20.0K | 0.01% | −45−6.8% | Reduced |
| Operose Advisors LLC | 606 | $19.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 600 | $19.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 600 | $19.6K | 0.01% | +600 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 597 | $19.5K | 0.00% | −162−21.3% | Reduced |
| Trust Co | 588 | $19.2K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 581 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 546 | $17.8K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 543 | $17.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 540 | $17.6K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 504 | $16.4K | 0.00% | +504 | New |
| Beacon Capital Management, LLC | 501 | $16.4K | 0.00% | +1+0.2% | Added |
| Atlantic Private Wealth, LLC | 500 | $16.3K | 0.01% | 00.0% | Unchanged |