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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 33,563 | $1.19M | 0.13% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 33,380 | $1.19M | 0.18% | +3,251+10.8% | Added |
| Everhart Financial Group, Inc. | 33,136 | $1.18M | 0.12% | +3,304+11.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 32,812 | $1.17M | 0.19% | +50+0.2% | Added |
| Biltmore Wealth Management, LLC | 32,910 | $1.17M | 0.45% | +1,995+6.5% | Added |
| Integrated Wealth Concepts LLC | 32,821 | $1.17M | 0.01% | +15,730+92.0% | Added |
| D.B. Root & Company, LLC | 32,620 | $1.16M | 0.29% | −9,441−22.4% | Reduced |
| Shell Asset Management Co | 32,576 | $1.16M | 0.12% | −18,968−36.8% | Reduced |
| Curat Global, LLC | 32,508 | $1.15M | 1.08% | 00.0% | Unchanged |
| Invesco, LLC | 32,476 | $1.15M | 0.39% | +607+1.9% | Added |
| IFP Advisors, Inc | 32,401 | $1.15M | 0.03% | +354+1.1% | Added |
| Cullen Investment Group, Ltd. | 31,797 | $1.15M | 0.15% | −3,346−9.5% | Reduced |
| Bridgewater Advisors Inc. | 32,523 | $1.14M | 0.08% | +62+0.2% | Added |
| Austin Private Wealth, LLC | 31,992 | $1.14M | 0.09% | +678+2.2% | Added |
| Valmark Advisers, Inc. | 31,957 | $1.13M | 0.01% | −62−0.2% | Reduced |
| Yoffe Investment Management, LLC | 31,770 | $1.13M | 1.47% | 00.0% | Unchanged |
| Westpac Banking Corp | 31,613 | $1.12M | 0.07% | −1,574−4.7% | Reduced |
| Sonora Investment Management Group, LLC | 31,609 | $1.12M | 0.08% | −310−1.0% | Reduced |
| Harbour Trust & Investment Management Co | 31,393 | $1.11M | 0.12% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 31,334 | $1.11M | 0.05% | +2,403+8.3% | Added |
| Wealthcare Advisory Partners LLC | 31,174 | $1.11M | 0.02% | −883−2.8% | Reduced |
| Sig Brokerage, LP | 31,125 | $1.11M | 0.28% | −32,513−51.1% | Reduced |
| Gsa Capital Partners LLP | 31,030 | $1.10M | 0.09% | +16,316+110.9% | Added |
| National Asset Management, Inc. | 30,976 | $1.10M | 0.05% | −3,367−9.8% | Reduced |
| Concurrent Investment Advisors, LLC | 30,966 | $1.10M | 0.02% | −22,907−42.5% | Reduced |
| Grandview Asset Management LLC | 30,872 | $1.10M | 0.31% | +50.0% | Added |
| Applied Finance Capital Management, LLC | 30,809 | $1.09M | 0.08% | −8,264−21.2% | Reduced |
| Sovereign Financial Group, Inc. | 30,795 | $1.09M | 0.20% | −2,331−7.0% | Reduced |
| Smartleaf Asset Management LLC | 30,485 | $1.09M | 0.07% | +7,051+30.1% | Added |
| Consolidated Portfolio Review Corp | 30,699 | $1.09M | 0.14% | +21+0.1% | Added |
| Systematic Financial Management LP | 30,600 | $1.09M | 0.03% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 30,310 | $1.08M | 0.83% | +4,400+17.0% | Added |
| Vaughan David Investments LLC | 30,176 | $1.07M | 0.02% | −2,700−8.2% | Reduced |
| United Community Bank | 30,058 | $1.07M | 0.33% | +206+0.7% | Added |
| Harbor Advisors LLC | 30,000 | $1.07M | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 29,895 | $1.06M | 0.06% | +650+2.2% | Added |
| PBMares Wealth Management LLC | 29,833 | $1.06M | 0.17% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 29,800 | $1.06M | 0.49% | +29,800 | New |
| Cascade Financial Partners, LLC | 29,795 | $1.06M | 0.12% | +165+0.6% | Added |
| Weatherly Asset Management L. P. | 29,731 | $1.06M | 0.09% | −1,875−5.9% | Reduced |
| Congress Park Capital LLC | 29,690 | $1.05M | 0.33% | 00.0% | Unchanged |
| Everence Capital Management Inc | 29,639 | $1.05M | 0.06% | +7,649+34.8% | Added |
| Acorn Wealth Advisors, LLC | 29,584 | $1.05M | 0.33% | +1,271+4.5% | Added |
| Ullmann Financial Group, Inc. | 29,551 | $1.05M | 0.11% | +263+0.9% | Added |
| Buckhead Capital Management LLC | 29,529 | $1.05M | 0.38% | +4,500+18.0% | Added |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.05M | 0.23% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29,480 | $1.05M | 0.07% | +140.0% | Added |
| HORAN Wealth, LLC | 29,376 | $1.04M | 0.16% | +29,376 | New |
| Harbor Investment Advisory, LLC | 29,296 | $1.04M | 0.09% | −730−2.4% | Reduced |
| STF Management LP | 29,290 | $1.04M | 0.39% | −796−2.6% | Reduced |
| Mission Wealth Management, LP | 29,196 | $1.04M | 0.02% | −2,856−8.9% | Reduced |
| Fruth Investment Management | 29,200 | $1.04M | 0.28% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 29,018 | $1.03M | 0.01% | −10,525−26.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 28,986 | $1.03M | 0.05% | −700−2.4% | Reduced |
| Intrust Bank NA | 28,969 | $1.03M | 0.09% | +118+0.4% | Added |
| Vista Investment Management | 28,966 | $1.03M | 0.36% | −349−1.2% | Reduced |
| Advisory Alpha, LLC | 28,891 | $1.03M | 0.03% | −5,690−16.5% | Reduced |
| Navalign, LLC | 28,653 | $1.02M | 0.27% | +336+1.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 28,630 | $1.02M | 0.11% | +5,087+21.6% | Added |
| Bath Savings Trust Co | 28,473 | $1.01M | 0.10% | +59+0.2% | Added |
| Farther Finance Advisors, LLC | 28,294 | $1.00M | 0.02% | +1,549+5.8% | Added |
| Tema ETFs LLC | 28,262 | $1.00M | 0.08% | +28,262 | New |
| Snowden Capital Advisors LLC | 28,239 | $1.00M | 0.03% | −609−2.1% | Reduced |
| Rehmann Capital Advisory Group | 28,153 | $999.7K | 0.05% | +397+1.4% | Added |
| Syon Capital LLC | 28,029 | $995.3K | 0.05% | +1,515+5.7% | Added |
| Private Trust Co NA | 27,785 | $986.6K | 0.09% | +331+1.2% | Added |
| Edgemoor Investment Advisors, Inc. | 27,750 | $985.4K | 0.08% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 27,584 | $979.5K | 0.12% | −457−1.6% | Reduced |
| William B. Walkup & Associates, Inc. | 27,573 | $979.1K | 0.52% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 27,559 | $978.6K | 0.00% | +16,266+144.0% | Added |
| Community Trust & Investment Co | 27,445 | $974.6K | 0.05% | 00.0% | Unchanged |
| RMR Wealth Builders | 27,407 | $973.2K | 0.08% | +347+1.3% | Added |
| Lyell Wealth Management, LP | 27,345 | $971.0K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 27,265 | $968.2K | 0.03% | +2,792+11.4% | Added |
| Fingerlakes Wealth Management, Inc. | 27,188 | $965.4K | 0.63% | −364−1.3% | Reduced |
| Commonwealth Financial Services, LLC | 26,893 | $955.0K | 0.16% | +745+2.8% | Added |
| Heritage Wealth Management, Inc. | 26,823 | $952.5K | 0.28% | −190−0.7% | Reduced |
| Benjamin Edwards Inc | 26,595 | $944.4K | 0.01% | −16,462−38.2% | Reduced |
| Wealthspire Advisors, LLC | 26,578 | $943.8K | 0.00% | −2,557−8.8% | Reduced |
| Forum Financial Management, LP | 26,517 | $941.6K | 0.01% | +4,142+18.5% | Added |
| Pinnacle Financial Partners Inc | 26,486 | $940.5K | 0.02% | +2,899+12.3% | Added |
| Sound View Wealth Advisors Group, LLC | 26,483 | $940.4K | 0.06% | +116+0.4% | Added |
| Tradewinds, LLC. | 26,323 | $934.7K | 0.23% | +26,323 | New |
| Aviance Capital Partners, LLC | 26,142 | $928.3K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 26,115 | $927.4K | 0.01% | +2,983+12.9% | Added |
| Northstar Group, Inc. | 26,036 | $924.5K | 0.13% | +607+2.4% | Added |
| Modera Wealth Management, LLC | 26,028 | $924.3K | 0.01% | +96+0.4% | Added |
| Walker Asset Management, LLC | 26,000 | $923.3K | 0.52% | +41+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 25,890 | $919.4K | 0.53% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 25,886 | $919.2K | 0.04% | −47,270−64.6% | Reduced |
| South State Corp. | 25,708 | $912.9K | 0.04% | −433−1.7% | Reduced |
| Taylor Financial Group, Inc. | 25,672 | $911.6K | 0.52% | +9,750+61.2% | Added |
| Perigon Wealth Management, LLC | 25,552 | $907.3K | 0.02% | +892+3.6% | Added |
| Stony Point Wealth Management Inc. | 25,464 | $904.2K | 0.37% | −1,379−5.1% | Reduced |
| Cary Street Partners Financial LLC | 25,311 | $898.8K | 0.02% | −935−3.6% | Reduced |
| Arete Wealth Advisors, LLC | 25,209 | $895.0K | 0.06% | +503+2.0% | Added |
| Werlinich Asset Management, LLC | 25,026 | $888.7K | 0.44% | 00.0% | Unchanged |
| Harvest Management LLC | 25,000 | $887.8K | 0.44% | +25,000 | New |
| Aberdeen Wealth Management LLC | 24,800 | $880.6K | 0.55% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 24,775 | $880.3K | 0.02% | +18,202+276.9% | Added |