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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 14,945 | $541.8K | 0.01% | +2,462+19.7% | Added |
| Tritonpoint Wealth, LLC | 14,964 | $542.4K | 0.06% | −737−4.7% | Reduced |
| Larson Financial Group LLC | 15,036 | $545.1K | 0.02% | +369+2.5% | Added |
| WCG Wealth Advisors LLC | 15,112 | $547.8K | 0.02% | +15,112 | New |
| Black Diamond Financial, LLC | 15,147 | $549.1K | 0.06% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,211 | $551.4K | 0.10% | +23+0.2% | Added |
| Fragasso Group Inc. | 15,297 | $554.5K | 0.03% | +129+0.9% | Added |
| McKinley Carter Wealth Services, Inc. | 15,321 | $555.4K | 0.03% | +10.0% | Added |
| First Financial Bankshares Inc | 15,325 | $555.5K | 0.01% | +6,965+83.3% | Added |
| Greenfield Savings Bank | 15,332 | $555.8K | 0.23% | +1,017+7.1% | Added |
| Tributary Capital Management, LLC | 15,400 | $558.3K | 0.05% | −300−1.9% | Reduced |
| JGP Wealth Management, LLC | 15,490 | $561.5K | 0.06% | −40.0% | Reduced |
| CDM Financial Counseling Services, Inc. | 15,503 | $562.0K | 0.53% | +15,503 | New |
| Aprio Wealth Management, LLC | 14,113 | $568.1K | 0.03% | −183−1.3% | Reduced |
| Level Four Advisory Services, LLC | 15,676 | $568.3K | 0.02% | −1,677−9.7% | Reduced |
| PDS Planning, Inc | 15,721 | $569.9K | 0.04% | +187+1.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,797 | $572.6K | 0.01% | +213+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,805 | $572.9K | 0.02% | 00.0% | Unchanged |
| Partners in Financial Planning | 15,816 | $573.3K | 0.10% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 15,840 | $574.2K | 0.08% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15,875 | $575.5K | 0.08% | −1,350−7.8% | Reduced |
| Covenant Partners, LLC | 15,885 | $575.8K | 0.17% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 15,893 | $576.1K | 0.02% | +14+0.1% | Added |
| Wedmont Private Capital | 16,472 | $577.3K | 0.02% | +616+3.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,967 | $578.8K | 0.03% | +404+2.6% | Added |
| Old North State Trust, LLC | 16,030 | $581.0K | 0.34% | +416+2.7% | Added |
| Bigelow Investment Advisors, LLC | 16,066 | $582.4K | 0.23% | −65−0.4% | Reduced |
| Cidel Asset Management Inc | 16,087 | $583.1K | 0.04% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 16,275 | $587.8K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16,725 | $588.7K | 0.11% | +703+4.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,441 | $596.0K | 0.06% | −368−2.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 16,433 | $596.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 16,454 | $596.5K | 0.01% | +607+3.8% | Added |
| Gryphon Financial Partners LLC | 16,464 | $596.8K | 0.06% | +713+4.5% | Added |
| Diversified Enterprises, LLC | 16,480 | $597.4K | 0.04% | +3,758+29.5% | Added |
| Mason & Associates, LLC | 16,521 | $598.9K | 0.14% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 16,604 | $601.9K | 0.03% | −181−1.1% | Reduced |
| Ambassador Advisors, LLC | 16,612 | $602.2K | 0.09% | −6,283−27.4% | Reduced |
| Wright Investors Service Inc | 16,759 | $607.5K | 0.18% | +200+1.2% | Added |
| St Germain D J Co Inc | 16,764 | $607.7K | 0.02% | −1,496−8.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 16,784 | $608.5K | 0.02% | +7,845+87.8% | Added |
| Marble Wealth, LLC | 16,785 | $608.5K | 0.08% | +16,785 | New |
| Dorsey & Whitney Trust CO LLC | 16,821 | $609.8K | 0.03% | +948+6.0% | Added |
| Woodward Diversified Capital, LLC | 16,968 | $615.1K | 0.28% | +122+0.7% | Added |
| XXEC, Inc. | 16,988 | $615.8K | 0.62% | −2,012−10.6% | Reduced |
| Smith, Salley & Associates | 17,003 | $616.4K | 0.03% | +900+5.6% | Added |
| Evelyn Partners Investment Management LLP | 17,046 | $617.9K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 17,100 | $619.9K | 0.04% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 17,315 | $627.7K | 0.00% | −1,000−5.5% | Reduced |
| Nations Financial Group Inc, | 17,367 | $629.6K | 0.03% | +144+0.8% | Added |
| Chesley Taft & Associates LLC | 17,399 | $630.7K | 0.02% | +17,399 | New |
| Paradigm Financial Partners, LLC | 17,482 | $633.7K | 0.06% | −2,298−11.6% | Reduced |
| Connecticut Wealth Management, LLC | 17,514 | $634.9K | 0.03% | −368−2.1% | Reduced |
| Great Valley Advisor Group, Inc. | 17,592 | $637.4K | 0.01% | −2,462−12.3% | Reduced |
| Cullinan Associates Inc | 17,600 | $638.0K | 0.04% | 00.0% | Unchanged |
| Ledyard National Bank | 17,639 | $639.4K | 0.06% | −190−1.1% | Reduced |
| Premier Path Wealth Partners, LLC | 17,661 | $640.2K | 0.08% | +1,615+10.1% | Added |
| Parkside Financial Bank & Trust | 17,715 | $642.2K | 0.05% | +281+1.6% | Added |
| Bedel Financial Consulting, Inc. | 17,730 | $642.7K | 0.07% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 17,754 | $643.6K | 0.19% | 00.0% | Unchanged |
| Nwam LLC | 17,562 | $644.7K | 0.04% | −95−0.5% | Reduced |
| InvesTrust | 17,835 | $646.5K | 0.25% | −168−0.9% | Reduced |
| Zions Bancorporation, National Association | 17,838 | $646.6K | 0.03% | +10,010+127.9% | Added |
| TrueWealth Advisors, LLC | 17,875 | $648.0K | 0.17% | +11,611+185.4% | Added |
| Cigna Investments Inc | 17,912 | $649.0K | 0.09% | −483−2.6% | Reduced |
| Capital Investment Advisory Services, LLC | 17,907 | $649.1K | 0.05% | +153+0.9% | Added |
| Sepio Capital, LP | 17,939 | $650.3K | 0.04% | +226+1.3% | Added |
| Verus Capital Partners, LLC | 17,951 | $650.7K | 0.04% | +1,057+6.3% | Added |
| Arjuna Capital | 17,972 | $651.5K | 0.16% | +17,972 | New |
| Koshinski Asset Management, Inc. | 17,990 | $652.1K | 0.04% | +636+3.7% | Added |
| Mogy Joel R Investment Counsel Inc | 18,000 | $652.5K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 18,240 | $661.2K | 0.37% | 00.0% | Unchanged |
| Choate Investment Advisors | 18,279 | $662.6K | 0.01% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 18,341 | $664.9K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 16,454 | $668.2K | 0.02% | +73+0.4% | Added |
| Dupree Financial Group, LLC | 18,483 | $670.0K | 0.24% | 00.0% | Unchanged |
| Gibbs Wealth Management | 19,044 | $670.3K | 0.16% | +1,650+9.5% | Added |
| Peoples Bank | 18,543 | $672.2K | 0.42% | +15+0.1% | Added |
| Investors Asset Management of Georgia Inc | 18,568 | $673.1K | 0.28% | −47−0.3% | Reduced |
| Certified Advisory Corp | 18,677 | $677.0K | 0.06% | −328−1.7% | Reduced |
| Principal Securities, Inc. | 18,687 | $677.4K | 0.01% | +1,762+10.4% | Added |
| Midwest Financial Group LLC | 18,700 | $677.9K | 0.30% | −800−4.1% | Reduced |
| Kapstone Financial Advisors LLC | 18,715 | $678.4K | 0.34% | −63−0.3% | Reduced |
| Revolve Wealth Partners, LLC | 18,733 | $679.1K | 0.08% | −489−2.5% | Reduced |
| Catalytic Wealth RIA, LLC | 18,749 | $679.7K | 0.02% | −20,658−52.4% | Reduced |
| Gibraltar Capital Management, Inc. | 18,845 | $683.1K | 0.12% | −727−3.7% | Reduced |
| Mayfair Advisory Group, LLC | 18,905 | $685.7K | 0.27% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 18,946 | $686.8K | 0.09% | +198+1.1% | Added |
| Landing Point Financial Group, LLC | 18,977 | $687.9K | 0.34% | +35+0.2% | Added |
| Traynor Capital Management, Inc. | 19,181 | $695.3K | 0.04% | −2,297−10.7% | Reduced |
| Canandaigua National Bank & Trust Co | 19,184 | $695.4K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 19,197 | $695.9K | 0.14% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 19,218 | $696.6K | 0.07% | +98+0.5% | Added |
| Malaga Cove Capital, LLC | 19,246 | $697.7K | 0.24% | −750−3.8% | Reduced |
| Charles Schwab Trust Co | 19,423 | $704.1K | 0.05% | −314−1.6% | Reduced |
| Patriot Investment Management Inc. | 19,475 | $706.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 19,501 | $706.9K | 0.03% | −6,385−24.7% | Reduced |
| Chronos Wealth Management, LLC | 19,510 | $707.2K | 0.33% | −150−0.8% | Reduced |
| Empire Financial Management Company, LLC | 19,526 | $707.8K | 0.15% | 00.0% | Unchanged |
| One Capital Management, LLC | 19,542 | $708.4K | 0.02% | −163−0.8% | Reduced |