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 |
|---|---|---|---|---|---|
| Resolute Wealth Strategies, LLC | 6,455 | $234.0K | 0.10% | +11+0.2% | Added |
| Warburton Capital Management, LLC | 6,492 | $235.0K | 0.13% | −4−0.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,484 | $235.0K | 0.04% | +111+1.7% | Added |
| Moneywise, Inc. | 6,518 | $236.3K | 0.10% | 00.0% | Unchanged |
| Fundamentun, LLC | 6,518 | $236.3K | 0.01% | +323+5.2% | Added |
| Red Wave Investments LLC | 6,553 | $237.5K | 0.07% | +10.0% | Added |
| Strategic Equity Management | 6,557 | $237.7K | 0.08% | +39+0.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 6,573 | $239.4K | 0.02% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,617 | $239.9K | 0.01% | −65−1.0% | Reduced |
| Polaris Investment Advisors, LLC | 6,624 | $240.1K | 0.17% | +6,624 | New |
| PFG Advisors | 6,630 | $240.3K | 0.01% | −12,890−66.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,638 | $240.6K | 0.02% | −1,119−14.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 6,294 | $241.6K | 0.10% | +4,289+213.9% | Added |
| Curran Financial Partners, LLC | 6,666 | $241.6K | 0.05% | −854−11.4% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $242.9K | 0.01% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 6,708 | $243.2K | 0.01% | +6,708 | New |
| Mather Group, LLC. | 6,713 | $243.3K | 0.00% | +270+4.2% | Added |
| Valley National Advisers Inc | 6,764 | $244.0K | 0.03% | +1,201+21.6% | Added |
| RMB Capital Management, LLC | 6,734 | $244.1K | 0.00% | +168+2.6% | Added |
| M.E. Allison & Co., Inc. | 6,759 | $245.0K | 0.17% | 00.0% | Unchanged |
| Novem Group | 6,763 | $245.2K | 0.03% | −296−4.2% | Reduced |
| WealthPoint Financial, LLC | 6,775 | $245.6K | 0.21% | +6,775 | New |
| Middleton & Co Inc | 6,775 | $245.6K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 6,780 | $245.8K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,843 | $248.1K | 0.06% | −27,612−80.1% | Reduced |
| Alta Advisers Ltd | 6,892 | $249.8K | 0.09% | −3,000−30.3% | Reduced |
| Defender Capital, LLC. | 6,910 | $250.5K | 0.08% | +6,910 | New |
| Cornerstone Wealth Group, LLC | 6,920 | $250.9K | 0.02% | +341+5.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 6,932 | $251.3K | 0.10% | +188+2.8% | Added |
| Blackston Financial Advisory Group, LLC | 6,936 | $251.4K | 0.15% | −351−4.8% | Reduced |
| Concord Wealth Partners | 6,938 | $251.5K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,951 | $252.0K | 0.02% | −320−4.4% | Reduced |
| Cooper Financial Group | 6,979 | $253.0K | 0.03% | +6,979 | New |
| Summit Asset Management, LLC | 6,986 | $253.2K | 0.04% | +12+0.2% | Added |
| Joule Financial, LLC | 6,995 | $253.6K | 0.08% | +1,107+18.8% | Added |
| Bellecapital International Ltd. | 7,000 | $253.8K | 0.05% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,012 | $254.2K | 0.01% | −6−0.1% | Reduced |
| Strategic Blueprint, LLC | 7,014 | $254.3K | 0.02% | −1,165−14.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,020 | $254.5K | 0.01% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 7,061 | $256.0K | 0.01% | +7,061 | New |
| Central Trust Co | 7,090 | $257.0K | 0.01% | −370−5.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,142 | $258.9K | 0.01% | +77+1.1% | Added |
| Federated Hermes, Inc. | 7,144 | $259.0K | 0.00% | −3,509−32.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,164 | $259.7K | 0.06% | +971+15.7% | Added |
| Baron Wealth Management LLC | 7,176 | $260.1K | 0.08% | +123+1.7% | Added |
| Fort Sheridan Advisors LLC | 7,200 | $261.0K | 0.03% | −200−2.7% | Reduced |
| Rock Point Advisors, LLC | 7,200 | $261.0K | 0.07% | 00.0% | Unchanged |
| Cache Advisors, LLC | 7,200 | $261.0K | 0.03% | 00.0% | Unchanged |
| Lee-Kelleher Wealth Management | 7,200 | $261.0K | 0.16% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 7,202 | $261.1K | 0.03% | +25+0.3% | Added |
| OneAscent Financial Services LLC | 7,209 | $261.3K | 0.02% | −124−1.7% | Reduced |
| Gradient Investments LLC | 7,214 | $261.5K | 0.00% | +131+1.8% | Added |
| Everpar Advisors LLC | 7,226 | $261.9K | 0.10% | −214−2.9% | Reduced |
| Verum Partners LLC | 7,245 | $262.6K | 0.05% | +44+0.6% | Added |
| Buffalo Business & Estate Services Ltd | 7,260 | $263.2K | 0.04% | +7,260 | New |
| Cornerstone Management, Inc. | 7,262 | $263.2K | 0.04% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,284 | $264.0K | 0.07% | 00.0% | Unchanged |
| Farmers National Bank | 7,294 | $264.4K | 0.06% | −72−1.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,296 | $264.5K | 0.04% | +470+6.9% | Added |
| Flagship Harbor Advisors, LLC | 7,314 | $265.2K | 0.01% | −3,649−33.3% | Reduced |
| Rothschild Investment LLC | 7,341 | $266.1K | 0.01% | +138+1.9% | Added |
| Master's Wealth Management Inc. | 7,351 | $266.5K | 0.10% | +185+2.6% | Added |
| Quotient Wealth Partners, LLC | 7,355 | $266.6K | 0.01% | +139+1.9% | Added |
| Wealth Effects LLC | 7,365 | $267.0K | 0.08% | −60−0.8% | Reduced |
| Advyzon Investment Management, LLC | 7,370 | $267.2K | 0.03% | +7,370 | New |
| Guardian Wealth Advisors, LLC | 7,390 | $267.9K | 0.02% | +7,390 | New |
| SmartHarvest Portfolios, LLC | 7,403 | $268.3K | 0.09% | +7,403 | New |
| Salem Investment Counselors Inc | 7,422 | $269.0K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 7,427 | $269.2K | 0.03% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 7,430 | $269.3K | 0.01% | −1,800−19.5% | Reduced |
| Borer Denton & Associates, Inc. | 7,500 | $271.9K | 0.09% | −900−10.7% | Reduced |
| Norway Savings Bank | 7,500 | $271.9K | 0.13% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 7,502 | $271.9K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 7,505 | $272.1K | 0.07% | −25−0.3% | Reduced |
| Cozad Asset Management Inc | 7,509 | $272.2K | 0.02% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 7,529 | $272.9K | 0.02% | +1,243+19.8% | Added |
| First Financial Bank - Trust Division | 7,548 | $273.6K | 0.02% | +90+1.2% | Added |
| Auxier Asset Management | 7,566 | $274.3K | 0.04% | 00.0% | Unchanged |
| Asset Planning,Inc | 7,568 | $274.3K | 0.19% | +5+0.1% | Added |
| PFG Private Wealth Management, LLC | 7,608 | $275.8K | 0.12% | +7,608 | New |
| LMG Wealth Partners, LLC | 7,613 | $276.0K | 0.05% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,614 | $276.0K | 0.01% | 00.0% | Unchanged |
| B&L Asset Management LLC | 7,650 | $277.3K | 0.12% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 7,673 | $278.1K | 0.00% | +10+0.1% | Added |
| Groupama Asset Managment | 7,674 | $278.2K | 0.00% | −795−9.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,705 | $279.3K | 0.02% | +958+14.2% | Added |
| Burling Wealth Partners, LLC | 7,709 | $279.5K | 0.04% | +52+0.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 7,712 | $279.6K | 0.03% | +10.0% | Added |
| Regent Peak Wealth Advisors LLC | 7,730 | $280.2K | 0.06% | +9+0.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,733 | $280.3K | 0.04% | +212+2.8% | Added |
| CM Wealth Advisors LLC | 7,763 | $281.4K | 0.06% | −3,037−28.1% | Reduced |
| SNS Financial Group, LLC | 7,763 | $281.4K | 0.02% | −102−1.3% | Reduced |
| Oxford Financial Group Ltd | 7,771 | $281.7K | 0.02% | −16−0.2% | Reduced |
| Southland Equity Partners LLC | 7,778 | $281.9K | 0.06% | +30.0% | Added |
| Integral Investment Advisors, Inc. | 7,800 | $282.8K | 0.07% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,803 | $282.9K | 0.00% | +7,803 | New |
| Private Advisory Group LLC | 7,812 | $283.2K | 0.02% | +7,812 | New |
| Baldwin Investment Management, LLC | 7,883 | $285.8K | 0.03% | 00.0% | Unchanged |
| Exchange Bank | 7,895 | $286.2K | 0.20% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,909 | $287.0K | 0.01% | +40+0.5% | Added |