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 |
|---|---|---|---|---|---|
| Alamea Verwaltungs GmbH | 23,986 | $905.7K | 0.61% | +23,986 | New |
| Stratos Wealth Partners, LTD. | 25,012 | $906.7K | 0.01% | −1,103−4.2% | Reduced |
| Modera Wealth Management, LLC | 25,020 | $907.0K | 0.01% | −1,008−3.9% | Reduced |
| Portside Wealth Group, LLC | 25,026 | $907.2K | 0.12% | +4,620+22.6% | Added |
| Norden Group LLC | 25,106 | $910.1K | 0.09% | +2,997+13.6% | Added |
| Werlinich Asset Management, LLC | 25,026 | $911.4K | 0.45% | 00.0% | Unchanged |
| Ieq Capital, LLC | 25,144 | $911.5K | 0.00% | −41,517−62.3% | Reduced |
| First Citizens Bank & Trust Co | 25,392 | $920.5K | 0.02% | +6,625+35.3% | Added |
| Stony Point Wealth Management Inc. | 25,476 | $923.5K | 0.35% | +120.0% | Added |
| New Republic Capital, LLC | 25,632 | $929.2K | 0.25% | +2,734+11.9% | Added |
| South State Corp. | 25,637 | $929.3K | 0.04% | −71−0.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 25,821 | $936.0K | 0.37% | −14,529−36.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 25,890 | $938.5K | 0.54% | 00.0% | Unchanged |
| Tradewinds, LLC. | 25,981 | $941.8K | 0.22% | −342−1.3% | Reduced |
| Northstar Group, Inc. | 26,036 | $943.8K | 0.13% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 26,037 | $943.8K | 0.51% | +37+0.1% | Added |
| Aviance Capital Partners, LLC | 26,052 | $944.4K | 0.11% | −90−0.3% | Reduced |
| Coastline Trust Co | 26,092 | $945.8K | 0.09% | +15,160+138.7% | Added |
| Daymark Wealth Partners, LLC | 26,199 | $949.7K | 0.03% | +3,412+15.0% | Added |
| USA Financial Portformulas Corp | 26,373 | $956.0K | 0.17% | +20,910+382.8% | Added |
| Weiss Asset Management LP | 26,455 | $959.0K | 0.01% | −33,545−55.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,464 | $959.3K | 0.06% | −19−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 26,476 | $959.7K | 0.03% | −43,277−62.0% | Reduced |
| Forum Financial Management, LP | 26,522 | $961.4K | 0.01% | +50.0% | Added |
| Heritage Wealth Management, Inc. | 26,623 | $965.1K | 0.27% | −200−0.7% | Reduced |
| Grandview Asset Management LLC | 26,690 | $967.5K | 0.27% | −4,182−13.5% | Reduced |
| Gsa Capital Partners LLP | 26,738 | $969.0K | 0.08% | −4,292−13.8% | Reduced |
| Perigon Wealth Management, LLC | 26,791 | $971.2K | 0.02% | +1,239+4.8% | Added |
| Axq Capital, LP | 26,892 | $974.8K | 0.22% | +26,892 | New |
| Commonwealth Financial Services, LLC | 26,991 | $978.4K | 0.16% | +98+0.4% | Added |
| Sig Brokerage, LP | 27,007 | $979.0K | 0.33% | −4,118−13.2% | Reduced |
| Fingerlakes Wealth Management, Inc. | 27,029 | $979.8K | 0.62% | −159−0.6% | Reduced |
| Mutual Advisors, LLC | 27,103 | $982.5K | 0.02% | +2,328+9.4% | Added |
| RMR Wealth Builders | 27,301 | $989.7K | 0.08% | −106−0.4% | Reduced |
| William B. Walkup & Associates, Inc. | 27,490 | $996.5K | 0.55% | −83−0.3% | Reduced |
| Cascade Financial Partners, LLC | 27,545 | $998.5K | 0.10% | −2,250−7.6% | Reduced |
| Benjamin Edwards Inc | 27,550 | $998.7K | 0.01% | +955+3.6% | Added |
| Sawgrass Asset Management LLC | 27,584 | $999.9K | 0.12% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 27,653 | $1.00M | 0.00% | +94+0.3% | Added |
| Moneta Group Investment Advisors LLC | 27,709 | $1.00M | 0.01% | −5,988−17.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 27,750 | $1.01M | 0.08% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 27,831 | $1.01M | 0.07% | +486+1.8% | Added |
| Private Trust Co NA | 28,100 | $1.02M | 0.09% | +315+1.1% | Added |
| Tema ETFs LLC | 28,178 | $1.02M | 0.08% | −84−0.3% | Reduced |
| Syon Capital LLC | 28,316 | $1.03M | 0.05% | +287+1.0% | Added |
| Vista Investment Management | 28,333 | $1.03M | 0.34% | −633−2.2% | Reduced |
| Atomi Financial Group, Inc. | 28,427 | $1.03M | 0.03% | +1,162+4.3% | Added |
| Reynders McVeigh Capital Management, LLC | 28,495 | $1.03M | 0.05% | −491−1.7% | Reduced |
| Arete Wealth Advisors, LLC | 28,527 | $1.03M | 0.07% | +3,318+13.2% | Added |
| Fruth Investment Management | 28,900 | $1.05M | 0.28% | −300−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 28,924 | $1.05M | 0.24% | −6,506−18.4% | Reduced |
| Applied Finance Capital Management, LLC | 28,943 | $1.05M | 0.08% | −1,866−6.1% | Reduced |
| Pensionmark Financial Group, LLC | 29,049 | $1.05M | 0.02% | +8,489+41.3% | Added |
| Mission Wealth Management, LP | 29,075 | $1.05M | 0.02% | −121−0.4% | Reduced |
| Weatherly Asset Management L. P. | 29,119 | $1.06M | 0.08% | −612−2.1% | Reduced |
| HORAN Wealth, LLC | 29,121 | $1.06M | 0.16% | −255−0.9% | Reduced |
| Buckhead Capital Management LLC | 29,343 | $1.06M | 0.38% | −186−0.6% | Reduced |
| Ullmann Financial Group, Inc. | 29,551 | $1.06M | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29,476 | $1.07M | 0.07% | −40.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.07M | 0.25% | 00.0% | Unchanged |
| Congress Park Capital LLC | 29,490 | $1.07M | 0.32% | −200−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 29,516 | $1.07M | 0.05% | −42,691−59.1% | Reduced |
| Everence Capital Management Inc | 29,639 | $1.07M | 0.06% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 29,683 | $1.08M | 0.47% | +19,616+194.9% | Added |
| Navalign, LLC | 29,684 | $1.08M | 0.26% | +1,031+3.6% | Added |
| Acorn Wealth Advisors, LLC | 29,704 | $1.08M | 0.32% | +120+0.4% | Added |
| Foundations Investment Advisors, LLC | 29,722 | $1.08M | 0.01% | +704+2.4% | Added |
| LS Investment Advisors, LLC | 29,774 | $1.08M | 0.15% | −10,425−25.9% | Reduced |
| First Command Advisory Services, Inc. | 29,776 | $1.08M | 0.01% | +5,463+22.5% | Added |
| CoreCap Advisors, LLC | 29,823 | $1.08M | 0.04% | −5,539−15.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 29,885 | $1.08M | 0.13% | +1,255+4.4% | Added |
| Vaughan David Investments LLC | 29,901 | $1.08M | 0.02% | −275−0.9% | Reduced |
| Harbor Advisors LLC | 30,000 | $1.09M | 0.16% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 30,307 | $1.10M | 0.06% | +2,154+7.7% | Added |
| United Community Bank | 30,450 | $1.10M | 0.42% | +392+1.3% | Added |
| Westpac Banking Corp | 30,553 | $1.11M | 0.07% | −1,060−3.4% | Reduced |
| Systematic Financial Management LP | 30,600 | $1.11M | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 30,775 | $1.12M | 0.00% | +17,596+133.5% | Added |
| Integrated Wealth Concepts LLC | 30,810 | $1.12M | 0.01% | −2,011−6.1% | Reduced |
| Valmark Advisers, Inc. | 30,856 | $1.12M | 0.01% | −1,101−3.4% | Reduced |
| Harbor Investment Advisory, LLC | 30,856 | $1.12M | 0.08% | +1,560+5.3% | Added |
| Barnett & Company, Inc. | 30,860 | $1.12M | 0.90% | +550+1.8% | Added |
| Cullen Investment Group, Ltd. | 31,841 | $1.12M | 0.15% | +44+0.1% | Added |
| Sovereign Financial Group, Inc. | 30,983 | $1.12M | 0.20% | +188+0.6% | Added |
| National Asset Management, Inc. | 31,012 | $1.12M | 0.05% | +36+0.1% | Added |
| BNB Wealth Management, LLC | 31,046 | $1.13M | 0.73% | +31,046 | New |
| Essex Financial Services, Inc. | 31,122 | $1.13M | 0.06% | +1,227+4.1% | Added |
| Intrust Bank NA | 31,179 | $1.13M | 0.09% | +2,210+7.6% | Added |
| Whittier Trust Co | 31,465 | $1.13M | 0.01% | −75,848−70.7% | Reduced |
| Harbour Trust & Investment Management Co | 31,325 | $1.14M | 0.12% | −68−0.2% | Reduced |
| Bath Savings Trust Co | 31,521 | $1.14M | 0.11% | +3,048+10.7% | Added |
| Confluence Wealth Services, Inc. | 31,554 | $1.14M | 0.05% | +220+0.7% | Added |
| IFP Advisors, Inc | 31,643 | $1.15M | 0.03% | −758−2.3% | Reduced |
| Austin Private Wealth, LLC | 31,695 | $1.15M | 0.09% | −297−0.9% | Reduced |
| Yoffe Investment Management, LLC | 31,770 | $1.15M | 1.47% | 00.0% | Unchanged |
| EFG International AG | 31,988 | $1.16M | 0.02% | +31,988 | New |
| Atlanta Consulting Group Advisors, LLC | 31,993 | $1.16M | 0.26% | −5,376−14.4% | Reduced |
| Wealthcare Advisory Partners LLC | 32,417 | $1.18M | 0.02% | +1,243+4.0% | Added |
| Bridgewater Advisors Inc. | 32,864 | $1.18M | 0.08% | +341+1.0% | Added |
| Bridgefront Capital, LLC | 32,480 | $1.18M | 0.30% | +7,973+32.5% | Added |