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 |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 9,732 | $352.8K | 0.08% | −200−2.0% | Reduced |
| Financial Planning Hawaii, Inc. | 9,765 | $354.0K | 0.20% | +9,765 | New |
| Larry Mathis Financial Planning, LLC | 9,802 | $355.3K | 0.31% | +9,802 | New |
| LMR Partners LLP | 9,818 | $355.9K | 0.00% | +8,749+818.4% | Added |
| Cove Private Wealth, LLC | 9,823 | $356.1K | 0.11% | +1,749+21.7% | Added |
| AlphaCore Capital LLC | 9,840 | $356.7K | 0.01% | +9,840 | New |
| Harbour Investments, Inc. | 9,873 | $357.9K | 0.01% | +226+2.3% | Added |
| Willner & Heller, LLC | 9,874 | $357.9K | 0.26% | +28+0.3% | Added |
| IFG Advisory, LLC | 9,939 | $360.3K | 0.02% | −2,795−21.9% | Reduced |
| Money Concepts Capital Corp | 9,961 | $361.1K | 0.02% | +141+1.4% | Added |
| Altfest L J & Co Inc | 9,982 | $361.8K | 0.04% | +301+3.1% | Added |
| Tred Avon Family Wealth, LLC | 10,001 | $362.5K | 0.12% | −19−0.2% | Reduced |
| Conning Inc. | 10,045 | $364.1K | 0.01% | −4,584−31.3% | Reduced |
| Trust Point Inc. | 10,057 | $364.6K | 0.03% | +3,392+50.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 10,087 | $365.7K | 0.12% | −2,312−18.6% | Reduced |
| Clarendon Private LLC | 10,127 | $367.1K | 0.31% | +10,127 | New |
| MCF Advisors LLC | 10,142 | $367.6K | 0.02% | +1,019+11.2% | Added |
| Pavion Blue Capital, LLC | 10,146 | $367.8K | 0.15% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 10,200 | $369.8K | 0.10% | 00.0% | Unchanged |
| Bucket List Wealth Management, LLC | 10,225 | $370.7K | 0.22% | +10,225 | New |
| denkapparat Operations GmbH | 10,254 | $371.7K | 0.20% | 00.0% | Unchanged |
| Clarius Group, LLC | 10,285 | $372.8K | 0.02% | 00.0% | Unchanged |
| EJMK Ventures LLC | 10,298 | $373.3K | 0.23% | +10,298 | New |
| Fagan Associates, Inc. | 10,300 | $373.4K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10,369 | $375.9K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10,369 | $375.9K | 0.14% | +1,051+11.3% | Added |
| Sittner & Nelson, LLC | 9,261 | $376.1K | 0.13% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 10,392 | $376.7K | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10,421 | $377.8K | 0.03% | +135+1.3% | Added |
| High Net Worth Advisory Group LLC | 10,522 | $381.4K | 0.09% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,525 | $381.5K | 0.02% | +1,692+19.2% | Added |
| Engineers Gate Manager LP | 10,552 | $382.5K | 0.00% | +10,552 | New |
| VestGen Advisors, LLC | 10,565 | $383.0K | 0.02% | +1,656+18.6% | Added |
| Formidable Asset Management, LLC | 10,809 | $383.8K | 0.06% | +20.0% | Added |
| Hazlett, Burt & Watson, Inc. | 10,517 | $384.0K | 0.12% | +1,201+12.9% | Added |
| SkyOak Wealth, LLC | 10,650 | $386.1K | 0.07% | 00.0% | Unchanged |
| STF Management LP | 10,678 | $387.1K | 0.36% | −18,612−63.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 10,700 | $387.9K | 0.13% | −10.0% | Reduced |
| Silver Oak Securities, Inc | 10,703 | $389.8K | 0.03% | +75+0.7% | Added |
| Flputnam Investment Management Co | 10,792 | $391.2K | 0.01% | +138+1.3% | Added |
| Financial Council Asset Management Inc | 10,794 | $391.3K | 0.16% | +21+0.2% | Added |
| Savvy Advisors, Inc. | 10,798 | $391.4K | 0.01% | +4,439+69.8% | Added |
| TriaGen Wealth Management LLC | 10,807 | $391.7K | 0.10% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,828 | $392.5K | 0.02% | +1,797+19.9% | Added |
| Basecamp Wealth Advisors LLC | 10,828 | $392.5K | 0.08% | +10,828 | New |
| Regency Capital Management Inc. | 10,870 | $394.0K | 0.16% | −24,055−68.9% | Reduced |
| Franklin Street Advisors Inc | 10,874 | $394.2K | 0.02% | −1,013−8.5% | Reduced |
| Caitlin John, LLC | 10,875 | $394.2K | 0.26% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,903 | $395.2K | 0.01% | +5,524+102.7% | Added |
| Integrated Advisors Network LLC | 10,919 | $395.8K | 0.02% | −21−0.2% | Reduced |
| First National Trust Co | 10,924 | $396.0K | 0.01% | −1,173−9.7% | Reduced |
| Tufton Capital Management | 10,940 | $396.0K | 0.07% | −168−1.5% | Reduced |
| Kinloch Capital, LLC | 10,947 | $396.8K | 0.17% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 10,958 | $397.2K | 0.38% | +10,958 | New |
| Steinberganna Wealth Management | 10,970 | $397.7K | 0.19% | +27+0.2% | Added |
| Kitching Partners, LLC | 10,975 | $397.9K | 0.36% | +38+0.3% | Added |
| Rinkey Investments | 10,985 | $398.2K | 0.10% | +4,325+64.9% | Added |
| DRW Securities, LLC | 11,033 | $399.3K | 0.03% | +533+5.1% | Added |
| Duncker Streett & Co Inc | 11,020 | $399.5K | 0.07% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 11,030 | $399.8K | 0.09% | +300+2.8% | Added |
| Thoroughbred Financial Services, LLC | 11,043 | $400.0K | 0.02% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 11,078 | $401.6K | 0.18% | −267−2.4% | Reduced |
| Optiver Holding B.V. | 11,118 | $403.0K | 0.01% | +7,353+195.3% | Added |
| Prelude Capital Management, LLC | 11,125 | $403.3K | 0.03% | −640−5.4% | Reduced |
| Advisors Capital Management, LLC | 11,132 | $403.5K | 0.00% | +1,611+16.9% | Added |
| Virtue Capital Management, LLC | 11,149 | $404.4K | 0.06% | +6,699+150.5% | Added |
| Westbourne Investment Advisors, Inc. | 11,175 | $405.1K | 0.11% | −220−1.9% | Reduced |
| South Shore Capital Advisors | 11,175 | $405.1K | 0.30% | +11,175 | New |
| Eq Wealth Advisors, LLC | 11,211 | $406.4K | 0.24% | +37+0.3% | Added |
| First Nebraska Trust Co | 11,215 | $406.5K | 0.04% | +115+1.0% | Added |
| NTV Asset Management LLC | 11,225 | $406.9K | 0.04% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 11,259 | $408.1K | 0.09% | +253+2.3% | Added |
| Matisse Capital | 11,272 | $408.6K | 0.18% | +11,272 | New |
| RCW Management, LLC | 11,295 | $409.5K | 0.41% | +11,295 | New |
| Kaydan Wealth Management, Inc. | 11,349 | $411.4K | 0.12% | 00.0% | Unchanged |
| Montecito Bank & Trust | 11,371 | $412.2K | 0.07% | +914+8.7% | Added |
| Westmount Partners, LLC | 11,379 | $412.5K | 0.10% | +39+0.3% | Added |
| SOL Capital Management CO | 11,400 | $413.0K | 0.04% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,400 | $413.3K | 0.03% | −1,000−8.1% | Reduced |
| Successful Portfolios LLC | 11,780 | $414.7K | 0.21% | +30.0% | Added |
| Whittier Trust Co of Nevada Inc | 11,514 | $415.3K | 0.01% | −3,507−23.3% | Reduced |
| Marion Wealth Management | 11,340 | $415.5K | 0.09% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 11,484 | $416.3K | 0.31% | +14+0.1% | Added |
| Mayflower Financial Advisors, LLC | 11,514 | $417.4K | 0.05% | −15−0.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,525 | $417.8K | 0.07% | +50.0% | Added |
| Advisor OS, LLC | 11,553 | $418.8K | 0.03% | +317+2.8% | Added |
| Meridian Wealth Management, LLC | 11,577 | $419.7K | 0.01% | −14−0.1% | Reduced |
| Avestar Capital, LLC | 11,652 | $422.4K | 0.03% | +944+8.8% | Added |
| Journey Retirement Planning & Investment Management LLC | 11,704 | $424.2K | 0.09% | +11,704 | New |
| Diversified Trust Co | 11,727 | $425.1K | 0.01% | +370+3.3% | Added |
| Thomasville National Bank | 11,741 | $425.6K | 0.03% | +438+3.9% | Added |
| Csenge Advisory Group | 11,772 | $426.7K | 0.02% | −45−0.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 11,776 | $426.9K | 0.31% | −434−3.6% | Reduced |
| Pines Wealth Management, LLC | 11,863 | $430.0K | 0.14% | +328+2.8% | Added |
| Flagship Wealth Advisors, LLC | 11,880 | $430.6K | 0.13% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 11,902 | $431.5K | 0.02% | +149+1.3% | Added |
| Courier Capital LLC | 11,907 | $431.6K | 0.02% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 11,860 | $431.9K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 11,953 | $433.3K | 0.14% | −304−2.5% | Reduced |
| Sage Mountain Advisors LLC | 11,972 | $434.0K | 0.02% | −2,350−16.4% | Reduced |