Skip to main content

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, Q3 2025

Institutional positions in CSX Corp as of Sep 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
1,740
+75 vs. Q2 2025
Shares held
1.38B
−1.69M (−0.1%) vs. Q2 2025
Total value
$48.9B
+$3.89B (+8.6%) vs. Q2 2025
New holders
168
636 more added
Sold out
93
590 more reduced

34 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,740 institutions
Q1 2021: 1,382 institutionsQ2 2021: 1,384 institutionsQ3 2021: 1,369 institutionsQ4 2021: 1,552 institutionsQ1 2022: 1,572 institutionsQ2 2022: 1,480 institutionsQ3 2022: 1,443 institutionsQ4 2022: 1,517 institutionsQ1 2023: 1,502 institutionsQ2 2023: 1,581 institutionsQ3 2023: 1,546 institutionsQ4 2023: 1,669 institutionsQ1 2024: 1,694 institutionsQ2 2024: 1,662 institutionsQ3 2024: 1,672 institutionsQ4 2024: 1,725 institutionsQ1 2025: 1,668 institutionsQ2 2025: 1,699 institutionsQ3 2025: 1,740 institutionsQ4 2025: 1,815 institutionsQ1 2026: 1,876 institutionsQ2 2026: 1,998 institutions
Value heldQ3 2025: $48.9B
Q1 2021: $54.2BQ2 2021: $52.7BQ3 2021: $49.0BQ4 2021: $61.4BQ1 2022: $60.6BQ2 2022: $46.2BQ3 2022: $41.5BQ4 2022: $47.1BQ1 2023: $45.0BQ2 2023: $50.5BQ3 2023: $44.7BQ4 2023: $49.9BQ1 2024: $53.5BQ2 2024: $47.8BQ3 2024: $49.0BQ4 2024: $47.3BQ1 2025: $41.6BQ2 2025: $45.9BQ3 2025: $48.9BQ4 2025: $52.8BQ1 2026: $59.6BQ2 2026: $69.9B
Institutions holding CSX and their total value by quarter
QuarterHoldersValue
Q2 20261,998$69.9B
Q1 20261,876$59.6B
Q4 20251,815$52.8B
Q3 20251,740$48.9B
Q2 20251,699$45.9B
Q1 20251,668$41.6B
Q4 20241,725$47.3B
Q3 20241,672$49.0B
Q2 20241,662$47.8B
Q1 20241,694$53.5B
Q4 20231,669$49.9B
Q3 20231,546$44.7B
Q2 20231,581$50.5B
Q1 20231,502$45.0B
Q4 20221,517$47.1B
Q3 20221,443$41.5B
Q2 20221,480$46.2B
Q1 20221,572$60.6B
Q4 20211,552$61.4B
Q3 20211,369$49.0B
Q2 20211,384$52.7B
Q1 20211,382$54.2B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2025.

Institutions holding CSX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cascade Financial Partners, LLC29,795$1.06M0.12%+165+0.6%Added
Militia Capital Partners, LP29,800$1.06M0.49%+29,800New
PBMares Wealth Management LLC29,833$1.06M0.17%00.0%Unchanged
Essex Financial Services, Inc.29,895$1.06M0.06%+650+2.2%Added
Harbor Advisors LLC30,000$1.07M0.16%00.0%Unchanged
United Community Bank30,058$1.07M0.33%+206+0.7%Added
Vaughan David Investments LLC30,176$1.07M0.02%−2,700−8.2%Reduced
Barnett & Company, Inc.30,310$1.08M0.83%+4,400+17.0%Added
Systematic Financial Management LP30,600$1.09M0.03%00.0%Unchanged
Consolidated Portfolio Review Corp30,699$1.09M0.14%+21+0.1%Added
Smartleaf Asset Management LLC30,485$1.09M0.07%+7,051+30.1%Added
Sovereign Financial Group, Inc.30,795$1.09M0.20%−2,331−7.0%Reduced
Applied Finance Capital Management, LLC30,809$1.09M0.08%−8,264−21.2%Reduced
Grandview Asset Management LLC30,872$1.10M0.31%+50.0%Added
Concurrent Investment Advisors, LLC30,966$1.10M0.02%−22,907−42.5%Reduced
National Asset Management, Inc.30,976$1.10M0.05%−3,367−9.8%Reduced
Gsa Capital Partners LLP31,030$1.10M0.09%+16,316+110.9%Added
Sig Brokerage, LP31,125$1.11M0.28%−32,513−51.1%Reduced
Wealthcare Advisory Partners LLC31,174$1.11M0.02%−883−2.8%Reduced
Confluence Wealth Services, Inc.31,334$1.11M0.05%+2,403+8.3%Added
Harbour Trust & Investment Management Co31,393$1.11M0.12%00.0%Unchanged
Sonora Investment Management Group, LLC31,609$1.12M0.08%−310−1.0%Reduced
Westpac Banking Corp31,613$1.12M0.07%−1,574−4.7%Reduced
Yoffe Investment Management, LLC31,770$1.13M1.47%00.0%Unchanged
Valmark Advisers, Inc.31,957$1.13M0.01%−62−0.2%Reduced
Austin Private Wealth, LLC31,992$1.14M0.09%+678+2.2%Added
Bridgewater Advisors Inc.32,523$1.14M0.08%+62+0.2%Added
Cullen Investment Group, Ltd.31,797$1.15M0.15%−3,346−9.5%Reduced
IFP Advisors, Inc32,401$1.15M0.03%+354+1.1%Added
Invesco, LLC32,476$1.15M0.39%+607+1.9%Added
Curat Global, LLC32,508$1.15M1.08%00.0%Unchanged
Shell Asset Management Co32,576$1.16M0.12%−18,968−36.8%Reduced
D.B. Root & Company, LLC32,620$1.16M0.29%−9,441−22.4%Reduced
Integrated Wealth Concepts LLC32,821$1.17M0.01%+15,730+92.0%Added
Biltmore Wealth Management, LLC32,910$1.17M0.45%+1,995+6.5%Added
Mitchell McLeod Pugh & Williams Inc32,812$1.17M0.19%+50+0.2%Added
Everhart Financial Group, Inc.33,136$1.18M0.12%+3,304+11.1%Added
Fox Run Management, L.L.C.33,380$1.19M0.18%+3,251+10.8%Added
Sheets Smith Wealth Management33,563$1.19M0.13%00.0%Unchanged
Moneta Group Investment Advisors LLC33,697$1.20M0.01%−109−0.3%Reduced
Gratus Wealth Advisors, LLC33,766$1.20M0.17%+177+0.5%Added
Wellington Shields & Co., LLC33,847$1.20M0.31%00.0%Unchanged
Davis R M Inc34,168$1.21M0.02%00.0%Unchanged
HAP Trading, LLC34,336$1.22M0.34%+34,336New
Patrick M Sweeney & Associates, Inc34,352$1.22M0.79%+203+0.6%Added
Citizens Financial Group Inc34,402$1.22M0.02%+8,336+32.0%Added
Aigen Investment Management, LP34,455$1.22M0.19%+34,455New
We Are One Seven, LLC34,463$1.22M0.03%+14,334+71.2%Added
Fifth Third Wealth Advisors LLC34,533$1.23M0.05%−9,502−21.6%Reduced
Country Club Bank34,255$1.23M0.07%00.0%Unchanged
Cobblestone Asset Management LLC34,593$1.23M0.56%+137+0.4%Added
Wilkins Investment Counsel Inc34,600$1.23M0.17%00.0%Unchanged
Reliant Investment Partners, LLC34,166$1.23M0.96%−1,250−3.5%Reduced
Regency Capital Management Inc.34,925$1.24M0.59%+34,925New
Donaldson Capital Management, LLC34,976$1.24M0.04%−1,571−4.3%Reduced
Weil Company, Inc.35,217$1.25M0.30%00.0%Unchanged
Americana Partners, LLC35,227$1.25M0.04%+7,780+28.3%Added
Washington Trust Co35,248$1.25M0.04%+3,650+11.6%Added
CoreCap Advisors, LLC35,362$1.26M0.05%−2,402−6.4%Reduced
Dynamic Technology Lab Private Ltd35,430$1.26M0.21%+35,430New
111 Capital35,456$1.26M0.24%+9,073+34.4%Added
Raiffeisen Bank International AG35,200$1.26M0.02%+14,999+74.2%Added
DAGCO, Inc.35,578$1.26M0.32%+80.0%Added
Southeast Asset Advisors Inc.35,582$1.26M0.14%00.0%Unchanged
Sapient Capital LLC35,340$1.27M0.02%00.0%Unchanged
MUFG Securities EMEA plc35,684$1.27M0.03%−299,867−89.4%Reduced
Clark Capital Management Group, Inc.35,785$1.27M0.01%−10.0%Reduced
Chatham Capital Group, Inc.36,031$1.28M0.18%−100−0.3%Reduced
Ronald Blue Trust, Inc.36,338$1.29M0.01%+221+0.6%Added
Icon Advisers Inc36,500$1.30M0.28%00.0%Unchanged
Spirit of America Management Corp36,600$1.30M0.26%00.0%Unchanged
Capital International Sarl36,708$1.30M0.02%−30,771−45.6%Reduced
Western Wealth Management, LLC36,758$1.31M0.07%+48+0.1%Added
Wedbush Securities Inc36,920$1.31M0.04%+2,755+8.1%Added
Richard Bernstein Advisors LLC37,006$1.31M0.04%−41,011−52.6%Reduced
Exchange Traded Concepts, LLC37,195$1.32M0.01%+30,503+455.8%Added
Stock Yards Bank & Trust Co37,197$1.32M0.04%−8,361−18.4%Reduced
Brown, Lisle/Cummings, Inc.37,203$1.32M0.34%+1,800+5.1%Added
BLB&B Advisors, LLC37,225$1.32M0.06%−321−0.9%Reduced
Atlanta Consulting Group Advisors, LLC37,369$1.33M0.32%−4,269−10.3%Reduced
Hilltop National Bank37,451$1.33M0.33%+153+0.4%Added
Quantbot Technologies LP37,470$1.33M0.04%+37,470New
Nordwand Advisors, LLC37,482$1.33M0.21%00.0%Unchanged
Johnson Investment Counsel Inc102,050$1.33M0.01%+518+0.5%Added
WBH Advisory Inc37,679$1.34M0.10%−581−1.5%Reduced
Searle & Co.37,692$1.34M0.35%00.0%Unchanged
Clifford Swan Investment Counsel LLC37,855$1.34M0.04%00.0%Unchanged
Massachusetts Wealth Management37,985$1.35M0.67%+800+2.2%Added
Town & Country Bank & Trust CO dba First Bankers Trust CO37,993$1.35M0.47%+225+0.6%Added
GTS Securities LLC38,164$1.36M0.05%+28,224+283.9%Added
Caldwell Trust Co38,187$1.36M0.13%+27,014+241.8%Added
Associated Banc-Corp38,275$1.36M0.04%00.0%Unchanged
Equitable Holdings, Inc.38,395$1.36M0.01%+158+0.4%Added
Foster & Motley Inc38,399$1.36M0.07%+3,524+10.1%Added
Linscomb & Williams, Inc.38,432$1.36M0.06%−160.0%Reduced
Roundview Capital LLC38,498$1.37M0.09%+40.0%Added
Vestcor Inc38,520$1.37M0.04%00.0%Unchanged
Studio Investment Management LLC38,632$1.37M0.26%−332−0.9%Reduced
Leavell Investment Management, Inc.38,783$1.38M0.06%−831−2.1%Reduced
Charter Capital Management, LLC38,900$1.38M0.75%00.0%Unchanged