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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 5,949 | $211.2K | 0.02% | +5,949 | New |
| Elyxium Wealth, LLC | 5,969 | $212.0K | 0.07% | −319−5.1% | Reduced |
| Fortress Private Ledger, LLC | 5,994 | $212.8K | 0.08% | +5,994 | New |
| Montgomery Investment Management Inc | 6,000 | $213.1K | 0.07% | +6,000 | New |
| Heartwood Wealth Advisors LLC | 6,005 | $213.2K | 0.02% | +6,005 | New |
| Calton & Associates, Inc. | 6,006 | $213.3K | 0.03% | +6,006 | New |
| Barr E S & Co | 6,007 | $213.3K | 0.01% | −500−7.7% | Reduced |
| Roberts Glore & Co Inc | 6,042 | $214.6K | 0.06% | +6,042 | New |
| Emerald Advisors, LLC | 6,059 | $215.2K | 0.03% | +6,059 | New |
| Finward Bancorp | 6,072 | $215.6K | 0.16% | +6,072 | New |
| Braun-Bostich & Associates Inc. | 6,096 | $216.5K | 0.14% | −121−1.9% | Reduced |
| Dana Investment Advisors, Inc. | 6,101 | $216.6K | 0.01% | +6,101 | New |
| IFG Advisors, LLC | 6,126 | $217.6K | 0.04% | −2,850−31.8% | Reduced |
| BankPlus Trust Department | 6,130 | $217.7K | 0.06% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 6,140 | $218.1K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 6,144 | $218.2K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6,166 | $219.0K | 0.01% | +5,218+550.4% | Added |
| Lee Financial Co | 6,181 | $219.5K | 0.03% | +6,181 | New |
| VeraBank, N.A. | 6,186 | $219.7K | 0.04% | +6,186 | New |
| FC Advisory LLC | 6,191 | $219.8K | 0.06% | −6,191−50.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,193 | $219.9K | 0.05% | −109−1.7% | Reduced |
| Fundamentun, LLC | 6,195 | $220.0K | 0.01% | +6,195 | New |
| State of Wyoming | 6,207 | $220.4K | 0.03% | +6,207 | New |
| Basepoint Wealth LLC | 6,228 | $221.2K | 0.16% | +11+0.2% | Added |
| Front Row Advisors LLC | 6,240 | $221.6K | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6,244 | $221.7K | 0.01% | +6,244 | New |
| Safeguard Investment Advisory Group, LLC | 6,252 | $222.0K | 0.06% | −786−11.2% | Reduced |
| Generation Capital Management LLC | 6,256 | $222.2K | 0.16% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 6,264 | $222.4K | 0.06% | +8+0.1% | Added |
| Palacios Wealth Management, LLC | 6,279 | $223.0K | 0.15% | −149−2.3% | Reduced |
| Lakeridge Wealth Management LLC | 6,283 | $223.1K | 0.10% | −7−0.1% | Reduced |
| Heck Capital Advisors, LLC | 6,286 | $223.2K | 0.02% | +25+0.4% | Added |
| Vivaldi Capital Management, LLC | 6,289 | $223.3K | 0.03% | −19−0.3% | Reduced |
| Country Trust Bank | 6,300 | $223.7K | 0.00% | 00.0% | Unchanged |
| Heritage Trust Co | 6,300 | $223.7K | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 6,305 | $223.9K | 0.08% | +20+0.3% | Added |
| Beaton Management Co. Inc. | 6,315 | $224.0K | 0.10% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 6,320 | $224.4K | 0.15% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 6,322 | $224.5K | 0.01% | +167+2.7% | Added |
| GPS Wealth Strategies Group, LLC | 6,322 | $224.5K | 0.02% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $224.6K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 6,359 | $225.8K | 0.01% | +6,359 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,373 | $226.3K | 0.04% | −592−8.5% | Reduced |
| Turning Point Benefit Group, Inc. | 6,472 | $226.5K | 0.14% | +6,472 | New |
| Warburton Capital Management, LLC | 6,496 | $227.0K | 0.14% | +127+2.0% | Added |
| Sollinda Capital Management LLC | 6,400 | $227.3K | 0.06% | +30.0% | Added |
| Somerset Trust Co | 6,404 | $227.4K | 0.07% | +36+0.6% | Added |
| Quantum Financial Advisors, LLC | 6,407 | $227.5K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 6,424 | $228.1K | 0.09% | +4+0.1% | Added |
| Mather Group, LLC. | 6,443 | $228.8K | 0.00% | −200−3.0% | Reduced |
| Resolute Wealth Strategies, LLC | 6,444 | $228.8K | 0.10% | +13+0.2% | Added |
| SeaCrest Wealth Management, LLC | 6,366 | $228.9K | 0.02% | −1,142−15.2% | Reduced |
| Holistic Financial Partners | 6,458 | $229.3K | 0.09% | −1,094−14.5% | Reduced |
| Continental Investors Services, Inc. | 6,320 | $231.3K | 0.34% | +12+0.2% | Added |
| Moneywise, Inc. | 6,518 | $231.5K | 0.10% | 00.0% | Unchanged |
| Strategic Equity Management | 6,518 | $231.5K | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,520 | $231.5K | 0.02% | 00.0% | Unchanged |
| Fusion Capital, LLC | 6,428 | $231.5K | 0.07% | −55−0.8% | Reduced |
| Polymer Capital Management (US) LLC | 6,540 | $232.2K | 0.03% | −498−7.1% | Reduced |
| Red Wave Investments LLC | 6,552 | $232.7K | 0.07% | −171−2.5% | Reduced |
| RMB Capital Management, LLC | 6,566 | $233.2K | 0.00% | +6,566 | New |
| MASTERINVEST Kapitalanlage GmbH | 6,573 | $233.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 6,579 | $233.6K | 0.02% | −1,360−17.1% | Reduced |
| Wallace Advisory Group, LLC | 7,225 | $235.8K | 0.19% | −4,923−40.5% | Reduced |
| Caxton Associates LLP | 6,659 | $236.5K | 0.01% | +6,659 | New |
| Rinkey Investments | 6,660 | $236.5K | 0.06% | −129−1.9% | Reduced |
| Trust Point Inc. | 6,665 | $236.7K | 0.02% | −1,415−17.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,682 | $237.3K | 0.01% | −1,915−22.3% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $237.9K | 0.01% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 6,744 | $239.5K | 0.10% | +20.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 6,747 | $239.6K | 0.02% | +6,747 | New |
| Pine Haven Investment Counsel, Inc | 6,750 | $239.7K | 0.17% | −350−4.9% | Reduced |
| M.E. Allison & Co., Inc. | 6,759 | $240.0K | 0.17% | 00.0% | Unchanged |
| SIH Partners, LLLP | 6,771 | $240.4K | 0.02% | +6,771 | New |
| Middleton & Co Inc | 6,775 | $240.6K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 6,780 | $240.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6,805 | $241.6K | 0.03% | −9,273−57.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,826 | $242.4K | 0.04% | +167+2.5% | Added |
| Madison Asset Management, LLC | 6,888 | $244.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,938 | $246.4K | 0.03% | −390−5.3% | Reduced |
| Summit Asset Management, LLC | 6,974 | $247.7K | 0.04% | +13+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 6,994 | $248.4K | 0.01% | −9−0.1% | Reduced |
| Bellecapital International Ltd. | 7,000 | $248.6K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,018 | $249.2K | 0.01% | +394+5.9% | Added |
| ArrowMark Colorado Holdings LLC | 7,020 | $249.3K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 7,053 | $250.5K | 0.08% | −179−2.5% | Reduced |
| Novem Group | 7,059 | $250.7K | 0.03% | −66−0.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,065 | $250.9K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 7,071 | $251.1K | 0.14% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 7,080 | $251.4K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,083 | $251.5K | 0.00% | −1,194−14.4% | Reduced |
| Master's Wealth Management Inc. | 7,166 | $254.5K | 0.11% | +29+0.4% | Added |
| Signet Financial Management, LLC | 7,177 | $254.9K | 0.03% | +5+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 7,178 | $254.9K | 0.00% | +7,178 | New |
| Rock Point Advisors, LLC | 7,200 | $255.7K | 0.07% | 00.0% | Unchanged |
| Cache Advisors, LLC | 7,200 | $255.7K | 0.04% | 00.0% | Unchanged |
| Lee-Kelleher Wealth Management | 7,200 | $255.7K | 0.16% | 00.0% | Unchanged |
| Verum Partners LLC | 7,201 | $255.7K | 0.05% | +132+1.9% | Added |
| Rothschild Investment LLC | 7,203 | $255.8K | 0.01% | +1,375+23.6% | Added |
| Quotient Wealth Partners, LLC | 7,216 | $256.3K | 0.01% | +216+3.1% | Added |