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 |
|---|---|---|---|---|---|
| Taylor Financial Group, Inc. | 20,272 | $734.9K | 0.43% | −5,400−21.0% | Reduced |
| Colonial Trust Co | 20,254 | $734.2K | 0.10% | +68+0.3% | Added |
| RB Capital Management, LLC | 20,228 | $733.3K | 0.15% | +10,801+114.6% | Added |
| National Philanthropic Trust | 20,173 | $731.3K | 0.01% | +20,173 | New |
| EPG Wealth Management LLC | 20,121 | $729.4K | 0.20% | −230−1.1% | Reduced |
| Oakworth Capital, Inc. | 20,108 | $728.9K | 0.04% | +228+1.1% | Added |
| Optas, LLC | 20,031 | $726.1K | 0.11% | −20.0% | Reduced |
| GTS Securities LLC | 19,957 | $723.4K | 0.02% | −18,207−47.7% | Reduced |
| Agf Management Ltd | 19,939 | $722.8K | 0.00% | −100,571−83.5% | Reduced |
| TBH Global Asset Management, LLC | 19,878 | $720.6K | 0.13% | +137+0.7% | Added |
| Modern Wealth Management, LLC | 19,829 | $718.8K | 0.01% | +2,119+12.0% | Added |
| Klingman & Associates, LLC | 19,763 | $716.4K | 0.03% | +216+1.1% | Added |
| Stratos Wealth Advisors, LLC | 19,695 | $714.0K | 0.03% | −3,802−16.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 19,563 | $709.2K | 0.11% | +338+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 19,552 | $708.8K | 0.02% | −141,747−87.9% | Reduced |
| One Capital Management, LLC | 19,542 | $708.4K | 0.02% | −163−0.8% | Reduced |
| Empire Financial Management Company, LLC | 19,526 | $707.8K | 0.15% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 19,510 | $707.2K | 0.33% | −150−0.8% | Reduced |
| Cornerstone Investment Partners, LLC | 19,501 | $706.9K | 0.03% | −6,385−24.7% | Reduced |
| Patriot Investment Management Inc. | 19,475 | $706.0K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 19,423 | $704.1K | 0.05% | −314−1.6% | Reduced |
| Malaga Cove Capital, LLC | 19,246 | $697.7K | 0.24% | −750−3.8% | Reduced |
| Cornerstone Advisory, LLC | 19,218 | $696.6K | 0.07% | +98+0.5% | Added |
| Integrated Investment Consultants, LLC | 19,197 | $695.9K | 0.14% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 19,184 | $695.4K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 19,181 | $695.3K | 0.04% | −2,297−10.7% | Reduced |
| Landing Point Financial Group, LLC | 18,977 | $687.9K | 0.34% | +35+0.2% | Added |
| Gilbert & Cook, Inc. | 18,946 | $686.8K | 0.09% | +198+1.1% | Added |
| Mayfair Advisory Group, LLC | 18,905 | $685.7K | 0.27% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 18,845 | $683.1K | 0.12% | −727−3.7% | Reduced |
| Catalytic Wealth RIA, LLC | 18,749 | $679.7K | 0.02% | −20,658−52.4% | Reduced |
| Revolve Wealth Partners, LLC | 18,733 | $679.1K | 0.08% | −489−2.5% | Reduced |
| Kapstone Financial Advisors LLC | 18,715 | $678.4K | 0.34% | −63−0.3% | Reduced |
| Midwest Financial Group LLC | 18,700 | $677.9K | 0.30% | −800−4.1% | Reduced |
| Principal Securities, Inc. | 18,687 | $677.4K | 0.01% | +1,762+10.4% | Added |
| Certified Advisory Corp | 18,677 | $677.0K | 0.06% | −328−1.7% | Reduced |
| Investors Asset Management of Georgia Inc | 18,568 | $673.1K | 0.28% | −47−0.3% | Reduced |
| Peoples Bank | 18,543 | $672.2K | 0.42% | +15+0.1% | Added |
| Gibbs Wealth Management | 19,044 | $670.3K | 0.16% | +1,650+9.5% | Added |
| Dupree Financial Group, LLC | 18,483 | $670.0K | 0.24% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 16,454 | $668.2K | 0.02% | +73+0.4% | Added |
| Klingenstein Fields & Co LP | 18,341 | $664.9K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 18,279 | $662.6K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 18,240 | $661.2K | 0.37% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 18,000 | $652.5K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 17,990 | $652.1K | 0.04% | +636+3.7% | Added |
| Arjuna Capital | 17,972 | $651.5K | 0.16% | +17,972 | New |
| Verus Capital Partners, LLC | 17,951 | $650.7K | 0.04% | +1,057+6.3% | Added |
| Sepio Capital, LP | 17,939 | $650.3K | 0.04% | +226+1.3% | Added |
| Capital Investment Advisory Services, LLC | 17,907 | $649.1K | 0.05% | +153+0.9% | Added |
| Cigna Investments Inc | 17,912 | $649.0K | 0.09% | −483−2.6% | Reduced |
| TrueWealth Advisors, LLC | 17,875 | $648.0K | 0.17% | +11,611+185.4% | Added |
| Zions Bancorporation, National Association | 17,838 | $646.6K | 0.03% | +10,010+127.9% | Added |
| InvesTrust | 17,835 | $646.5K | 0.25% | −168−0.9% | Reduced |
| Nwam LLC | 17,562 | $644.7K | 0.04% | −95−0.5% | Reduced |
| Indiana Trust & Investment Management CO | 17,754 | $643.6K | 0.19% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 17,730 | $642.7K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,715 | $642.2K | 0.05% | +281+1.6% | Added |
| Premier Path Wealth Partners, LLC | 17,661 | $640.2K | 0.08% | +1,615+10.1% | Added |
| Ledyard National Bank | 17,639 | $639.4K | 0.06% | −190−1.1% | Reduced |
| Cullinan Associates Inc | 17,600 | $638.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 17,592 | $637.4K | 0.01% | −2,462−12.3% | Reduced |
| Connecticut Wealth Management, LLC | 17,514 | $634.9K | 0.03% | −368−2.1% | Reduced |
| Paradigm Financial Partners, LLC | 17,482 | $633.7K | 0.06% | −2,298−11.6% | Reduced |
| Chesley Taft & Associates LLC | 17,399 | $630.7K | 0.02% | +17,399 | New |
| Nations Financial Group Inc, | 17,367 | $629.6K | 0.03% | +144+0.8% | Added |
| Boston Trust Walden Corp | 17,315 | $627.7K | 0.00% | −1,000−5.5% | Reduced |
| Guyasuta Investment Advisors Inc | 17,100 | $619.9K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 17,046 | $617.9K | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 17,003 | $616.4K | 0.03% | +900+5.6% | Added |
| XXEC, Inc. | 16,988 | $615.8K | 0.62% | −2,012−10.6% | Reduced |
| Woodward Diversified Capital, LLC | 16,968 | $615.1K | 0.28% | +122+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 16,821 | $609.8K | 0.03% | +948+6.0% | Added |
| Marble Wealth, LLC | 16,785 | $608.5K | 0.08% | +16,785 | New |
| Robertson Stephens Wealth Management, LLC | 16,784 | $608.5K | 0.02% | +7,845+87.8% | Added |
| St Germain D J Co Inc | 16,764 | $607.7K | 0.02% | −1,496−8.2% | Reduced |
| Wright Investors Service Inc | 16,759 | $607.5K | 0.18% | +200+1.2% | Added |
| Ambassador Advisors, LLC | 16,612 | $602.2K | 0.09% | −6,283−27.4% | Reduced |
| Osborne Partners Capital Management, LLC | 16,604 | $601.9K | 0.03% | −181−1.1% | Reduced |
| Mason & Associates, LLC | 16,521 | $598.9K | 0.14% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 16,480 | $597.4K | 0.04% | +3,758+29.5% | Added |
| Gryphon Financial Partners LLC | 16,464 | $596.8K | 0.06% | +713+4.5% | Added |
| Bailard, Inc. | 16,454 | $596.5K | 0.01% | +607+3.8% | Added |
| Thompson Siegel & Walmsley LLC | 16,433 | $596.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 16,441 | $596.0K | 0.06% | −368−2.2% | Reduced |
| Kozak & Associates, Inc. | 16,725 | $588.7K | 0.11% | +703+4.4% | Added |
| ABN AMRO Bank N.V. | 16,275 | $587.8K | 0.01% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 16,087 | $583.1K | 0.04% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 16,066 | $582.4K | 0.23% | −65−0.4% | Reduced |
| Old North State Trust, LLC | 16,030 | $581.0K | 0.34% | +416+2.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,967 | $578.8K | 0.03% | +404+2.6% | Added |
| Wedmont Private Capital | 16,472 | $577.3K | 0.02% | +616+3.9% | Added |
| Joel Isaacson & Co., LLC | 15,893 | $576.1K | 0.02% | +14+0.1% | Added |
| Covenant Partners, LLC | 15,885 | $575.8K | 0.17% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15,875 | $575.5K | 0.08% | −1,350−7.8% | Reduced |
| Nexus Investment Management ULC | 15,840 | $574.2K | 0.08% | 00.0% | Unchanged |
| Partners in Financial Planning | 15,816 | $573.3K | 0.10% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,805 | $572.9K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,797 | $572.6K | 0.01% | +213+1.4% | Added |
| PDS Planning, Inc | 15,721 | $569.9K | 0.04% | +187+1.2% | Added |