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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 6,322 | $224.5K | 0.01% | +167+2.7% | Added |
| American Institute for Advanced Investment Management, LLP | 6,320 | $224.4K | 0.15% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $224.0K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 6,305 | $223.9K | 0.08% | +20+0.3% | Added |
| Country Trust Bank | 6,300 | $223.7K | 0.00% | 00.0% | Unchanged |
| Heritage Trust Co | 6,300 | $223.7K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,289 | $223.3K | 0.03% | −19−0.3% | Reduced |
| Heck Capital Advisors, LLC | 6,286 | $223.2K | 0.02% | +25+0.4% | Added |
| Lakeridge Wealth Management LLC | 6,283 | $223.1K | 0.10% | −7−0.1% | Reduced |
| Palacios Wealth Management, LLC | 6,279 | $223.0K | 0.15% | −149−2.3% | Reduced |
| TrueWealth Advisors, LLC | 6,264 | $222.4K | 0.06% | +8+0.1% | Added |
| Generation Capital Management LLC | 6,256 | $222.2K | 0.16% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 6,252 | $222.0K | 0.06% | −786−11.2% | Reduced |
| Baker Avenue Asset Management, LP | 6,244 | $221.7K | 0.01% | +6,244 | New |
| Front Row Advisors LLC | 6,240 | $221.6K | 0.07% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 6,228 | $221.2K | 0.16% | +11+0.2% | Added |
| State of Wyoming | 6,207 | $220.4K | 0.03% | +6,207 | New |
| Fundamentun, LLC | 6,195 | $220.0K | 0.01% | +6,195 | New |
| Baker Tilly Wealth Management, LLC | 6,193 | $219.9K | 0.05% | −109−1.7% | Reduced |
| FC Advisory LLC | 6,191 | $219.8K | 0.06% | −6,191−50.0% | Reduced |
| VeraBank, N.A. | 6,186 | $219.7K | 0.04% | +6,186 | New |
| Lee Financial Co | 6,181 | $219.5K | 0.03% | +6,181 | New |
| Johnson Financial Group, Inc. | 6,166 | $219.0K | 0.01% | +5,218+550.4% | Added |
| Kendall Capital Management | 6,144 | $218.2K | 0.05% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 6,140 | $218.1K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 6,130 | $217.7K | 0.06% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,126 | $217.6K | 0.04% | −2,850−31.8% | Reduced |
| Dana Investment Advisors, Inc. | 6,101 | $216.6K | 0.01% | +6,101 | New |
| Braun-Bostich & Associates Inc. | 6,096 | $216.5K | 0.14% | −121−1.9% | Reduced |
| Finward Bancorp | 6,072 | $215.6K | 0.16% | +6,072 | New |
| Emerald Advisors, LLC | 6,059 | $215.2K | 0.03% | +6,059 | New |
| Roberts Glore & Co Inc | 6,042 | $214.6K | 0.06% | +6,042 | New |
| Barr E S & Co | 6,007 | $213.3K | 0.01% | −500−7.7% | Reduced |
| Calton & Associates, Inc. | 6,006 | $213.3K | 0.03% | +6,006 | New |
| Heartwood Wealth Advisors LLC | 6,005 | $213.2K | 0.02% | +6,005 | New |
| Montgomery Investment Management Inc | 6,000 | $213.1K | 0.07% | +6,000 | New |
| Fortress Private Ledger, LLC | 5,994 | $212.8K | 0.08% | +5,994 | New |
| Elyxium Wealth, LLC | 5,969 | $212.0K | 0.07% | −319−5.1% | Reduced |
| Consolidated Planning Corp | 5,949 | $211.2K | 0.02% | +5,949 | New |
| Haverford Trust Co | 5,918 | $210.1K | 0.00% | −2,391−28.8% | Reduced |
| Nelson Capital Management, LLC | 5,898 | $209.4K | 0.02% | +5,898 | New |
| Quent Capital, LLC | 5,890 | $209.2K | 0.02% | +5,890 | New |
| Joule Financial, LLC | 5,888 | $209.1K | 0.06% | +5,888 | New |
| Biltmore Family Office, LLC | 5,875 | $208.6K | 0.03% | +5,875 | New |
| Little House Capital LLC | 5,872 | $208.5K | 0.05% | +5,872 | New |
| Cornerstone Select Advisors, LLC | 5,865 | $208.3K | 0.15% | +5,865 | New |
| Massmutual Trust Co FSB | 5,859 | $208.1K | 0.01% | −17,873−75.3% | Reduced |
| Parkshore Wealth Management, Inc. | 5,838 | $207.3K | 0.08% | +5,838 | New |
| Transamerica Financial Advisors, Inc. | 5,831 | $207.0K | 0.02% | −1,918−24.8% | Reduced |
| Atlas Brown,Inc. | 5,823 | $206.8K | 0.06% | +5,823 | New |
| Broadwater Capital Management LLC | 5,805 | $206.1K | 0.15% | −183,612−96.9% | Reduced |
| Thoma Capital Management LLC | 5,803 | $206.1K | 0.12% | +5,803 | New |
| Widmann Financial Services, Inc. | 5,775 | $205.1K | 0.13% | +5,775 | New |
| Cheviot Value Management, LLC | 5,730 | $204.4K | 0.02% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 5,751 | $204.2K | 0.02% | +5,751 | New |
| RPS Advisory Solutions LLC | 5,736 | $203.7K | 0.10% | +5,736 | New |
| Holistic Planning, LLC | 5,713 | $202.9K | 0.05% | +5,713 | New |
| One Charles Private Wealth Services, LLC | 5,702 | $202.5K | 0.05% | −609−9.6% | Reduced |
| Carderock Capital Management Inc | 5,700 | $202.4K | 0.05% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 5,659 | $201.0K | 0.16% | +5,659 | New |
| CFM Wealth Partners LLC | 5,657 | $200.9K | 0.03% | −965−14.6% | Reduced |
| Valley National Advisers Inc | 5,563 | $197.0K | 0.03% | −223−3.9% | Reduced |
| USA Financial Portformulas Corp | 5,463 | $194.0K | 0.03% | +5,463 | New |
| JFS Wealth Advisors, LLC | 5,388 | $191.3K | 0.01% | +4,601+584.6% | Added |
| Ameritas Advisory Services, LLC | 5,379 | $191.0K | 0.01% | −2,990−35.7% | Reduced |
| Register Financial Advisors LLC | 5,340 | $189.6K | 0.07% | +5,340 | New |
| Rosenberg Matthew Hamilton | 5,310 | $188.6K | 0.04% | −218−3.9% | Reduced |
| Truvestments Capital LLC | 5,255 | $186.6K | 0.03% | −443−7.8% | Reduced |
| Onefund, LLC | 5,217 | $185.3K | 0.12% | +191+3.8% | Added |
| CVA Family Office, LLC | 5,173 | $183.7K | 0.02% | +177+3.5% | Added |
| Chapman Financial Group, LLC | 5,042 | $179.0K | 0.12% | 00.0% | Unchanged |
| Roxbury Financial LLC | 4,975 | $176.7K | 0.16% | +13+0.3% | Added |
| Strategic Investment Solutions, Inc. | 4,789 | $170.0K | 0.04% | +20+0.4% | Added |
| DT Investment Partners, LLC | 4,740 | $168.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,722 | $167.7K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 4,631 | $164.4K | 0.02% | +4,631 | New |
| Sentry Investment Management LLC | 4,575 | $164.0K | 0.11% | −1,206−20.9% | Reduced |
| Perritt Capital Management Inc | 4,514 | $160.3K | 0.08% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4,434 | $157.5K | 0.01% | +4,434 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,335 | $154.0K | 0.00% | −954−18.0% | Reduced |
| Godsey & Gibb Associates | 4,258 | $151.2K | 0.01% | −7,850−64.8% | Reduced |
| Avalon Trust Co | 4,160 | $147.7K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 4,135 | $147.0K | 0.00% | −11,731−73.9% | Reduced |
| Chelsea Counsel Co | 4,100 | $145.6K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,981 | $141.4K | 0.01% | −168−4.0% | Reduced |
| Richardson Financial Services Inc. | 3,917 | $139.1K | 0.09% | +24+0.6% | Added |
| Main Street Group, LTD | 3,887 | $138.0K | 0.04% | +6+0.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 3,850 | $136.7K | 0.04% | +125+3.4% | Added |
| Leonteq Securities AG | 3,782 | $134.3K | 0.01% | −735−16.3% | Reduced |
| Optiver Holding B.V. | 3,765 | $133.7K | 0.00% | +2,351+166.3% | Added |
| TD Capital Management LLC | 3,645 | $129.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,640 | $129.3K | 0.01% | +2+0.1% | Added |
| ZRC Wealth Management, LLC | 3,522 | $125.1K | 0.05% | −542−13.3% | Reduced |
| Holos Integrated Wealth LLC | 3,520 | $124.9K | 0.07% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3,516 | $124.9K | 0.03% | +642+22.3% | Added |
| Pathway Financial Advisers, LLC | 3,505 | $124.3K | 0.04% | −6,690−65.6% | Reduced |
| Financial Management Professionals, Inc. | 3,460 | $122.9K | 0.01% | +12+0.3% | Added |
| Cromwell Holdings LLC | 3,410 | $121.1K | 0.06% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 3,400 | $120.7K | 0.10% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,335 | $118.4K | 0.05% | −2,428−42.1% | Reduced |