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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 4,929 | $178.7K | 0.02% | −244−4.7% | Reduced |
| Roxbury Financial LLC | 4,941 | $179.1K | 0.16% | −34−0.7% | Reduced |
| Turning Point Benefit Group, Inc. | 4,948 | $179.4K | 0.09% | −1,524−23.5% | Reduced |
| Chapman Financial Group, LLC | 5,042 | $182.8K | 0.12% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,177 | $187.7K | 0.01% | −989−16.0% | Reduced |
| Truvestments Capital LLC | 5,268 | $191.0K | 0.03% | +13+0.2% | Added |
| Wexford Capital LP | 5,282 | $191.5K | 0.05% | +5,282 | New |
| Strive Financial Group ,LLC | 5,284 | $191.6K | 0.10% | +5,284 | New |
| Rosenberg Matthew Hamilton | 5,310 | $192.5K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 5,320 | $192.9K | 0.12% | −908−14.6% | Reduced |
| Onefund, LLC | 5,509 | $199.7K | 0.12% | +292+5.6% | Added |
| Camden Capital, LLC | 5,525 | $200.3K | 0.01% | +5,525 | New |
| Income Insurance Ltd | 5,530 | $200.5K | 0.13% | +5,530 | New |
| Personal Cfo Solutions, LLC | 5,548 | $201.1K | 0.03% | −2,042−26.9% | Reduced |
| Main Street Financial Solutions, LLC | 5,557 | $201.4K | 0.02% | −18,998−77.4% | Reduced |
| Sivia Capital Partners, LLC | 5,571 | $202.0K | 0.04% | +5,571 | New |
| KPP Advisory Services LLC | 5,596 | $202.9K | 0.03% | +5,596 | New |
| Clear Street Markets LLC | 5,600 | $203.0K | 0.04% | +3,992+248.3% | Added |
| OLIO Financial Planning | 5,600 | $203.0K | 0.06% | +5,600 | New |
| Wealth Management Nebraska | 5,607 | $203.3K | 0.02% | +5,607 | New |
| Simplicity Wealth,LLC | 5,631 | $204.1K | 0.01% | +5,631 | New |
| CFM Wealth Partners LLC | 5,657 | $205.1K | 0.03% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 5,659 | $205.1K | 0.16% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 5,684 | $206.0K | 0.04% | +5,684 | New |
| Brown Miller Wealth Management, LLC | 5,695 | $206.4K | 0.06% | +5,695 | New |
| Carderock Capital Management Inc | 5,700 | $206.6K | 0.05% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 5,702 | $206.7K | 0.05% | 00.0% | Unchanged |
| waypoint wealth counsel | 5,712 | $207.1K | 0.08% | +5,712 | New |
| Collaborative Wealth Managment Inc. | 5,714 | $207.1K | 0.07% | +5,714 | New |
| BSW Wealth Partners | 5,716 | $207.2K | 0.02% | +5,716 | New |
| RPS Advisory Solutions LLC | 5,736 | $207.9K | 0.10% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,742 | $208.1K | 0.03% | −264−4.4% | Reduced |
| Red Door Wealth Management, LLC | 5,767 | $209.0K | 0.02% | +16+0.3% | Added |
| Duncan Williams Asset Management, LLC | 5,250 | $209.2K | 0.05% | +5,250 | New |
| Thoma Capital Management LLC | 5,803 | $210.4K | 0.12% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 5,809 | $210.6K | 0.06% | −160−2.7% | Reduced |
| Atlas Brown,Inc. | 5,826 | $211.2K | 0.06% | +3+0.1% | Added |
| Apella Capital, LLC | 5,845 | $211.9K | 0.00% | +5,845 | New |
| Parkshore Wealth Management, Inc. | 5,858 | $212.4K | 0.08% | +20+0.3% | Added |
| Cornerstone Select Advisors, LLC | 5,865 | $212.6K | 0.15% | 00.0% | Unchanged |
| Little House Capital LLC | 5,872 | $212.9K | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,077 | $213.0K | 0.02% | −289−4.5% | Reduced |
| Baker Avenue Asset Management, LP | 5,895 | $213.7K | 0.00% | −349−5.6% | Reduced |
| 180 Wealth Advisors, LLC | 5,897 | $213.8K | 0.02% | −4,370−42.6% | Reduced |
| Michael Brady & Co., LLC | 5,906 | $214.1K | 0.21% | +5,906 | New |
| Cheviot Value Management, LLC | 5,730 | $214.2K | 0.02% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 5,931 | $215.0K | 0.12% | +5,931 | New |
| Belpointe Asset Management LLC | 5,938 | $215.3K | 0.01% | −3,549−37.4% | Reduced |
| Consolidated Planning Corp | 5,949 | $215.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,950 | $215.7K | 0.02% | +60+1.0% | Added |
| Fullerton Fund Management Co Ltd. | 5,994 | $217.3K | 0.01% | +5,994 | New |
| ARS Investment Partners, LLC | 6,000 | $217.5K | 0.01% | −1,080−15.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,000 | $217.5K | 0.15% | −750−11.1% | Reduced |
| Montgomery Investment Management Inc | 6,000 | $217.5K | 0.08% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 6,006 | $217.7K | 0.02% | +6,006 | New |
| Barr E S & Co | 6,007 | $217.8K | 0.01% | 00.0% | Unchanged |
| Holistic Planning, LLC | 6,014 | $218.0K | 0.05% | +301+5.3% | Added |
| Roberts Glore & Co Inc | 6,042 | $219.0K | 0.06% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 6,059 | $219.6K | 0.03% | 00.0% | Unchanged |
| Finward Bancorp | 6,072 | $220.1K | 0.17% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 6,094 | $220.9K | 0.14% | −20.0% | Reduced |
| Keel Point, LLC | 6,114 | $221.6K | 0.01% | +6,114 | New |
| Biltmore Family Office, LLC | 6,114 | $221.6K | 0.03% | +239+4.1% | Added |
| Haverford Trust Co | 6,123 | $222.0K | 0.00% | +205+3.5% | Added |
| IFG Advisors, LLC | 6,126 | $222.1K | 0.04% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 5,677 | $222.3K | 0.19% | +5,677 | New |
| Patton Fund Management, Inc. | 6,135 | $222.4K | 0.03% | −1,777−22.5% | Reduced |
| Massmutual Trust Co FSB | 6,139 | $222.5K | 0.01% | +280+4.8% | Added |
| Kendall Capital Management | 6,144 | $222.7K | 0.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6,156 | $223.1K | 0.05% | +6,156 | New |
| Palisade Asset Management, LLC | 6,171 | $223.7K | 0.02% | +1,540+33.3% | Added |
| VeraBank, N.A. | 6,186 | $224.2K | 0.04% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,188 | $224.3K | 0.00% | −700−10.2% | Reduced |
| FC Advisory LLC | 6,191 | $224.4K | 0.06% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,211 | $225.1K | 0.02% | +206+3.4% | Added |
| Front Row Advisors LLC | 6,240 | $226.2K | 0.08% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 6,253 | $226.7K | 0.06% | +6,253 | New |
| Generation Capital Management LLC | 6,256 | $226.8K | 0.15% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,278 | $227.6K | 0.03% | −11−0.2% | Reduced |
| Palacios Wealth Management, LLC | 6,279 | $227.6K | 0.17% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 6,283 | $227.8K | 0.08% | −22−0.3% | Reduced |
| Abacus Planning Group, Inc. | 6,295 | $228.2K | 0.03% | +6,295 | New |
| Country Trust Bank | 6,300 | $228.4K | 0.00% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $229.0K | 0.10% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 6,320 | $229.1K | 0.15% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 6,322 | $229.2K | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 6,322 | $229.2K | 0.02% | +22+0.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $229.3K | 0.02% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 6,333 | $229.6K | 0.08% | +339+5.7% | Added |
| Lakeridge Wealth Management LLC | 6,343 | $229.9K | 0.10% | +60+1.0% | Added |
| Trust Co of Toledo NA | 6,360 | $230.6K | 0.02% | −160−2.5% | Reduced |
| MOR Wealth Management, LLC | 6,374 | $231.1K | 0.11% | +6,374 | New |
| Curated Wealth Partners LLC | 6,392 | $231.7K | 0.03% | +6,392 | New |
| Quantum Financial Advisors, LLC | 6,419 | $232.7K | 0.03% | +12+0.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,427 | $233.0K | 0.09% | +30.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 6,428 | $233.0K | 0.06% | −9,693−60.1% | Reduced |
| Sage Private Wealth Group, LLC | 6,432 | $233.2K | 0.13% | −639−9.0% | Reduced |
| Fusion Capital, LLC | 6,433 | $233.2K | 0.07% | +5+0.1% | Added |
| Holistic Financial Partners | 6,447 | $233.7K | 0.08% | −11−0.2% | Reduced |
| Continental Investors Services, Inc. | 6,192 | $233.8K | 0.30% | −128−2.0% | Reduced |