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, Q4 2025
Institutional positions in CSX Corp as of Dec 31, 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
- 1,815
- +116 vs. Q3 2025
- Shares held
- 1.46B
- +81.8M (+5.9%) vs. Q3 2025
- Total value
- $52.8B
- +$3.97B (+8.1%) vs. Q3 2025
- New holders
- 217
- 647 more added
- Sold out
- 101
- 619 more reduced
41 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 19,552 | $708.8K | 0.02% | −141,747−87.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 19,563 | $709.2K | 0.11% | +338+1.8% | Added |
| Stratos Wealth Advisors, LLC | 19,695 | $714.0K | 0.03% | −3,802−16.2% | Reduced |
| Klingman & Associates, LLC | 19,763 | $716.4K | 0.03% | +216+1.1% | Added |
| Modern Wealth Management, LLC | 19,829 | $718.8K | 0.01% | +2,119+12.0% | Added |
| TBH Global Asset Management, LLC | 19,878 | $720.6K | 0.13% | +137+0.7% | Added |
| Agf Management Ltd | 19,939 | $722.8K | 0.00% | −100,571−83.5% | Reduced |
| GTS Securities LLC | 19,957 | $723.4K | 0.02% | −18,207−47.7% | Reduced |
| Optas, LLC | 20,031 | $726.1K | 0.11% | −20.0% | Reduced |
| Oakworth Capital, Inc. | 20,108 | $728.9K | 0.04% | +228+1.1% | Added |
| EPG Wealth Management LLC | 20,121 | $729.4K | 0.20% | −230−1.1% | Reduced |
| National Philanthropic Trust | 20,173 | $731.3K | 0.01% | +20,173 | New |
| RB Capital Management, LLC | 20,228 | $733.3K | 0.15% | +10,801+114.6% | Added |
| Colonial Trust Co | 20,254 | $734.2K | 0.10% | +68+0.3% | Added |
| Taylor Financial Group, Inc. | 20,272 | $734.9K | 0.43% | −5,400−21.0% | Reduced |
| Benin Management CORP | 20,360 | $738.0K | 0.16% | −1,000−4.7% | Reduced |
| Meketa Investment Group Inc | 20,394 | $739.3K | 2.50% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 20,396 | $739.4K | 0.01% | +2,072+11.3% | Added |
| Acropolis Investment Management, LLC | 20,488 | $742.7K | 0.03% | +1,652+8.8% | Added |
| Twinbeech Capital LP | 20,492 | $742.8K | 0.05% | +12,014+141.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 20,575 | $745.8K | 0.08% | −357−1.7% | Reduced |
| Appleton Partners Inc | 20,570 | $746.0K | 0.05% | +2,344+12.9% | Added |
| Brookstone Capital Management | 20,595 | $746.6K | 0.01% | −1,166−5.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 20,681 | $749.7K | 0.18% | +155+0.8% | Added |
| Brown Brothers Harriman & Co | 20,754 | $752.3K | 0.00% | +5,919+39.9% | Added |
| Chicago Trust Co NA | 20,822 | $754.8K | 0.12% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 20,893 | $757.4K | 0.25% | +263+1.3% | Added |
| Castle Wealth Management LLC | 20,894 | $757.4K | 0.25% | −1,214−5.5% | Reduced |
| Tocqueville Asset Management L.P. | 20,952 | $759.5K | 0.01% | 00.0% | Unchanged |
| Embree Financial Group | 20,973 | $760.3K | 0.09% | +30.0% | Added |
| Valley Brook Capital Group | 21,000 | $761.3K | 0.50% | −1,250−5.6% | Reduced |
| PFG Investments, LLC | 21,073 | $763.9K | 0.04% | +3,093+17.2% | Added |
| Redwood Wealth Management Group, LLC | 21,113 | $765.3K | 0.32% | −30−0.1% | Reduced |
| Ostrum Asset Management | 21,124 | $765.7K | 0.04% | +2,737+14.9% | Added |
| ELCO Management Co., LLC | 21,238 | $769.9K | 0.49% | −237−1.1% | Reduced |
| Keystone Financial Group | 21,431 | $776.9K | 0.06% | +206+1.0% | Added |
| Lakeside Advisors, INC. | 21,600 | $783.0K | 0.50% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 21,600 | $783.0K | 0.07% | +21,600 | New |
| Calamos Wealth Management LLC | 21,638 | $784.4K | 0.03% | +7,181+49.7% | Added |
| Morse Asset Management, Inc | 21,650 | $784.8K | 0.16% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 21,674 | $785.7K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 21,688 | $786.2K | 0.05% | +220+1.0% | Added |
| Avidian Wealth Solutions, LLC | 21,707 | $786.9K | 0.03% | +251+1.2% | Added |
| Parallel Advisors, LLC | 21,734 | $787.9K | 0.01% | +487+2.3% | Added |
| Partners Wealth Management, LLC | 21,791 | $789.9K | 0.83% | −334−1.5% | Reduced |
| Howland Capital Management LLC | 21,887 | $793.4K | 0.03% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 22,002 | $793.6K | 0.14% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 21,950 | $795.7K | 0.02% | +21,950 | New |
| Wealth Alliance | 22,046 | $799.2K | 0.08% | +961+4.6% | Added |
| CX Institutional | 22,064 | $800.0K | 0.02% | −1,962−8.2% | Reduced |
| Davidson Trust Co | 22,145 | $802.8K | 0.33% | +705+3.3% | Added |
| MidWestOne Financial Group, Inc. | 22,194 | $804.5K | 0.09% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 22,000 | $807.8K | 0.04% | +22,000 | New |
| Diversify Advisory Services, LLC | 22,350 | $810.2K | 0.03% | +570+2.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 22,356 | $810.4K | 0.33% | +1,375+6.6% | Added |
| Cadinha & Co LLC | 22,381 | $811.3K | 0.13% | −350−1.5% | Reduced |
| 111 Capital | 22,427 | $813.0K | 0.18% | −13,029−36.7% | Reduced |
| Community Trust & Investment Co | 22,545 | $817.3K | 0.04% | −4,900−17.9% | Reduced |
| Polymer Capital Management (US) LLC | 22,630 | $820.3K | 0.11% | +16,090+246.0% | Added |
| Brave Asset Management Inc | 22,641 | $820.7K | 0.19% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 22,655 | $821.3K | 0.18% | −81−0.4% | Reduced |
| Fieldview Capital Management, LLC | 22,699 | $822.8K | 0.14% | +13,199+138.9% | Added |
| LaSalle St. Investment Advisors, LLC | 22,738 | $824.0K | 0.13% | +385+1.7% | Added |
| Grove Bank & Trust | 22,745 | $824.5K | 0.09% | −200−0.9% | Reduced |
| Continuum Advisory, LLC | 22,759 | $825.0K | 0.08% | −339−1.5% | Reduced |
| Abbot Financial Management, Inc. | 22,792 | $826.2K | 0.34% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 22,800 | $826.5K | 0.10% | −325−1.4% | Reduced |
| Independent Financial Group, LLC | 22,859 | $828.6K | 0.02% | −1,111−4.6% | Reduced |
| Sowell Financial Services LLC | 22,898 | $830.0K | 0.03% | −501−2.1% | Reduced |
| Tannin Capital LLC | 22,973 | $832.8K | 0.74% | +22,973 | New |
| Fulton Bank, N.A. | 22,982 | $833.1K | 0.03% | +990+4.5% | Added |
| SK Wealth Management, LLC | 22,081 | $836.2K | 0.23% | +76+0.3% | Added |
| Mosaic Advisors LLC | 23,106 | $837.6K | 1.62% | +23,106 | New |
| Childress Capital Advisors, LLC | 23,152 | $839.3K | 0.13% | +14,045+154.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 23,160 | $839.6K | 0.11% | +1,029+4.6% | Added |
| RMR Capital Management, LLC | 23,248 | $842.7K | 0.61% | −30−0.1% | Reduced |
| Independence Bank of Kentucky | 23,345 | $846.3K | 0.11% | −500−2.1% | Reduced |
| Welch & Forbes LLC | 23,359 | $846.8K | 0.01% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 23,385 | $847.7K | 0.20% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 23,426 | $849.2K | 0.06% | +100+0.4% | Added |
| Rossmore Private Capital | 23,658 | $857.6K | 0.08% | 00.0% | Unchanged |
| Walsky Investment Management, Inc. | 23,670 | $858.0K | 0.87% | +23,670 | New |
| Brooks, Moore & Associates, Inc. | 23,737 | $860.5K | 0.42% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 23,953 | $868.3K | 0.02% | −1,358−5.4% | Reduced |
| Advisory Alpha, LLC | 24,045 | $871.7K | 0.02% | −4,846−16.8% | Reduced |
| XML Financial, LLC | 24,060 | $872.2K | 0.07% | +1,709+7.6% | Added |
| Sage Investment Advisers LLC | 24,061 | $872.2K | 0.65% | +24,061 | New |
| Mount Yale Investment Advisors, LLC | 24,123 | $874.5K | 0.04% | +14,261+144.6% | Added |
| Accurate Wealth Management, LLC | 24,851 | $874.8K | 0.11% | +933+3.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,151 | $875.5K | 0.09% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 24,233 | $878.4K | 0.13% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 24,352 | $882.8K | 0.22% | −8,268−25.3% | Reduced |
| GWN Securities Inc. | 24,392 | $884.2K | 0.18% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 24,458 | $886.6K | 0.26% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24,467 | $887.0K | 0.02% | +532+2.2% | Added |
| Mystic Asset Management, Inc. | 24,533 | $889.3K | 0.20% | −25−0.1% | Reduced |
| Genesee Capital Advisors, LLC | 24,539 | $889.5K | 0.36% | +2,047+9.1% | Added |
| Frank, Rimerman Advisors LLC | 24,589 | $891.4K | 0.06% | +849+3.6% | Added |
| Aberdeen Wealth Management LLC | 24,800 | $899.0K | 0.42% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 24,841 | $900.5K | 0.05% | +223+0.9% | Added |