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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 399 | $14.5K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 401 | $14.5K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 409 | $14.8K | 0.01% | +12+3.0% | Added |
| Tompkins Financial Corp | 410 | $14.9K | 0.00% | +410 | New |
| Signature Resources Capital Management, LLC | 411 | $14.9K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 413 | $15.0K | 0.00% | +413 | New |
| Wilkerson Advisory Group LLC | 420 | $15.2K | 0.01% | +420 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 421 | $15.3K | 0.00% | −5−1.2% | Reduced |
| Noble Wealth Management PBC | 450 | $16.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 458 | $16.6K | 0.00% | +84+22.5% | Added |
| Insight Financial Services | 461 | $16.7K | 0.01% | +146+46.3% | Added |
| Highline Wealth Partners LLC | 478 | $17.3K | 0.00% | −13−2.6% | Reduced |
| Atlantic Private Wealth, LLC | 520 | $18.9K | 0.01% | +20+4.0% | Added |
| Newbridge Financial Services Group, Inc. | 526 | $19.1K | 0.00% | +101+23.8% | Added |
| Archer Investment Corp | 540 | $19.6K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 616 | $19.9K | 0.12% | +616 | New |
| Strategic Wealth Partners, Ltd. | 554 | $20.1K | 0.00% | −1−0.2% | Reduced |
| Motco | 559 | $20.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 562 | $20.4K | 0.00% | +74+15.2% | Added |
| Retirement Wealth Solutions LLC | 598 | $21.7K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 600 | $21.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 600 | $21.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 606 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 625 | $22.7K | 0.00% | +75+13.6% | Added |
| Bank of Jackson Hole Trust | 632 | $22.9K | 0.01% | +86+15.8% | Added |
| Financial Connections Group, Inc. | 659 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $24.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 672 | $24.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 675 | $24.5K | 0.01% | +675 | New |
| MPWM Advisory Solutions, LLC | 701 | $25.4K | 0.01% | +1+0.1% | Added |
| Pacific Center for Financial Services | 720 | $25.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 710 | $25.7K | 0.02% | −666−48.4% | Reduced |
| Midwest Capital Advisors, LLC | 712 | $25.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 717 | $26.0K | 0.01% | −1,271−63.9% | Reduced |
| Mascoma Wealth Management LLC | 718 | $26.0K | 0.01% | +37+5.4% | Added |
| Itau Unibanco Holding S.A. | 720 | $26.1K | 0.00% | −124−14.7% | Reduced |
| Center for Financial Planning, Inc. | 720 | $26.1K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 720 | $26.1K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 724 | $26.2K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 727 | $26.4K | 0.01% | +250+52.4% | Added |
| Sachetta, LLC | 731 | $26.5K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $27.2K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 750 | $27.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 750 | $27.2K | 0.00% | +750 | New |
| Align Financial, LLC | 28,166 | $28.2K | 0.02% | +28,166 | New |
| Robinswood Financial LLC | 782 | $28.4K | 0.01% | −448−36.4% | Reduced |
| Meeder Asset Management Inc | 797 | $28.9K | 0.00% | +560+236.3% | Added |
| Monetary Management Group Inc | 800 | $29.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 807 | $29.3K | 0.00% | −132−14.1% | Reduced |
| Fortitude Family Office, LLC | 809 | $29.3K | 0.01% | +4+0.5% | Added |
| SHP Wealth Management | 824 | $29.9K | 0.00% | +824 | New |
| Thompson Investment Management, Inc. | 825 | $29.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 834 | $30.0K | 0.01% | +1+0.1% | Added |
| Fairscale Capital, LLC | 845 | $30.6K | 0.02% | −900−51.6% | Reduced |
| Acumen Wealth Advisors, LLC | 845 | $30.6K | 0.01% | +845 | New |
| WFA of San Diego, LLC | 846 | $30.7K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 864 | $31.3K | 0.02% | −174−16.8% | Reduced |
| Clean Yield Group | 879 | $31.9K | 0.01% | −1−0.1% | Reduced |
| Bellevue Asset Management, LLC | 900 | $32.6K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 900 | $32.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 909 | $33.0K | 0.01% | −32−3.4% | Reduced |
| Kennebec Savings Bank | 917 | $33.2K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 928 | $33.6K | 0.00% | +23+2.5% | Added |
| CNB Bank | 939 | $34.0K | 0.01% | −8−0.8% | Reduced |
| Optima Capital LLC | 943 | $34.2K | 0.01% | +943 | New |
| Clark Wealth Partners | 956 | $34.7K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 968 | $35.1K | 0.01% | −16−1.6% | Reduced |
| Activest Wealth Management | 971 | $35.2K | 0.01% | −22−2.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 977 | $35.4K | 0.01% | +4+0.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 995 | $36.1K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,000 | $36.3K | 0.00% | −2,222−69.0% | Reduced |
| SBI Securities Co., Ltd. | 1,004 | $36.4K | 0.00% | −252−20.1% | Reduced |
| Vision Retirement, LLC | 1,007 | $36.5K | 0.01% | +1,007 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,007 | $36.5K | 0.05% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,015 | $36.8K | 0.01% | +3+0.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 1,020 | $37.0K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,046 | $37.9K | 0.01% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 1,050 | $38.1K | 0.02% | +1,050 | New |
| Board of the Pension Protection Fund | 1,100 | $39.9K | 0.04% | −9,600−89.7% | Reduced |
| Tradewinds Capital Management, LLC | 1,140 | $41.3K | 0.01% | +1,140 | New |
| True Wealth Design, LLC | 1,141 | $41.4K | 0.01% | −105−8.4% | Reduced |
| Financial Network Wealth Advisors LLC | 1,165 | $42.2K | 0.04% | +169+17.0% | Added |
| Lavaca Capital LLC | 1,200 | $43.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,201 | $43.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,239 | $44.9K | 0.03% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,280 | $46.4K | 0.02% | +312+32.2% | Added |
| Pinnacle Bancorp, Inc. | 1,329 | $48.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,469 | $53.3K | 0.00% | +2+0.1% | Added |
| Broadwater Capital Management LLC | 1,485 | $53.8K | 0.04% | −4,320−74.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $54.0K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 1,490 | $54.0K | 0.05% | +1,490 | New |
| JFS Wealth Advisors, LLC | 1,496 | $54.2K | 0.00% | −3,892−72.2% | Reduced |
| Orion Capital Management LLC | 1,527 | $55.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,541 | $55.9K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,569 | $56.9K | 0.01% | +25+1.6% | Added |
| Princeton Global Asset Management LLC | 1,600 | $58.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,606 | $58.2K | 0.02% | +1,374+592.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,620 | $58.7K | 0.01% | −120−6.9% | Reduced |
| ORG Partners LLC | 1,623 | $58.8K | 0.01% | +479+41.9% | Added |
| Bullock Wealth Management Group | 1,654 | $60.0K | 0.03% | +3+0.2% | Added |