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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 15,676 | $568.3K | 0.02% | −1,677−9.7% | Reduced |
| Aprio Wealth Management, LLC | 14,113 | $568.1K | 0.03% | −183−1.3% | Reduced |
| CDM Financial Counseling Services, Inc. | 15,503 | $562.0K | 0.53% | +15,503 | New |
| JGP Wealth Management, LLC | 15,490 | $561.5K | 0.06% | −40.0% | Reduced |
| Tributary Capital Management, LLC | 15,400 | $558.3K | 0.05% | −300−1.9% | Reduced |
| Greenfield Savings Bank | 15,332 | $555.8K | 0.23% | +1,017+7.1% | Added |
| First Financial Bankshares Inc | 15,325 | $555.5K | 0.01% | +6,965+83.3% | Added |
| McKinley Carter Wealth Services, Inc. | 15,321 | $555.4K | 0.03% | +10.0% | Added |
| Fragasso Group Inc. | 15,297 | $554.5K | 0.03% | +129+0.9% | Added |
| Founders Financial Alliance, LLC | 15,211 | $551.4K | 0.10% | +23+0.2% | Added |
| Black Diamond Financial, LLC | 15,147 | $549.1K | 0.06% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 15,112 | $547.8K | 0.02% | +15,112 | New |
| Larson Financial Group LLC | 15,036 | $545.1K | 0.02% | +369+2.5% | Added |
| Tritonpoint Wealth, LLC | 14,964 | $542.4K | 0.06% | −737−4.7% | Reduced |
| Phoenix Holdings Ltd. | 14,945 | $541.8K | 0.01% | +2,462+19.7% | Added |
| FSM Wealth Advisors, LLC | 14,924 | $541.0K | 0.07% | −206−1.4% | Reduced |
| Magnolia Capital Management Ltd | 14,895 | $540.0K | 0.40% | 00.0% | Unchanged |
| Krilogy Financial LLC | 14,394 | $539.3K | 0.02% | +2,462+20.6% | Added |
| Lee Johnson Capital Management, LLC | 14,838 | $537.9K | 0.18% | +14,838 | New |
| GM Advisory Group, Inc. | 14,800 | $536.5K | 0.02% | −8−0.1% | Reduced |
| Pallas Capital Advisors LLC | 14,733 | $534.1K | 0.02% | +15+0.1% | Added |
| Blackhawk Capital Partners LLC. | 14,722 | $533.7K | 0.20% | −4,102−21.8% | Reduced |
| Harbor Group, Inc. | 14,654 | $531.2K | 0.08% | +31+0.2% | Added |
| Credit Industriel Et Commercial | 14,565 | $528.0K | 0.08% | −3,832−20.8% | Reduced |
| Resources Management Corp | 14,514 | $526.0K | 0.07% | −1,252−7.9% | Reduced |
| Evercore Wealth Management, LLC | 14,498 | $525.6K | 0.01% | −42−0.3% | Reduced |
| Bryn Mawr Trust Co | 14,488 | $525.2K | 0.01% | −1,679−10.4% | Reduced |
| Sendero Wealth Management, LLC | 14,416 | $522.6K | 0.06% | −341−2.3% | Reduced |
| SHUTTLEWORTH & Co | 14,413 | $522.5K | 0.48% | −1,301−8.3% | Reduced |
| Crescent Sterling, Ltd. | 14,400 | $522.0K | 0.54% | −200−1.4% | Reduced |
| Quest Partners LLC | 14,372 | $521.0K | 0.03% | −35,490−71.2% | Reduced |
| David Loasby | 14,673 | $516.8K | 0.03% | −1,335−8.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 14,247 | $516.4K | 0.01% | −1,763−11.0% | Reduced |
| TrustWell Financial Advisors, LLC | 14,239 | $516.2K | 0.50% | +14,239 | New |
| Washington Capital Management Inc | 14,200 | $514.8K | 0.42% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 14,194 | $514.5K | 0.07% | +29+0.2% | Added |
| Goldenstone Wealth Management LLC | 14,172 | $513.7K | 0.38% | +14,172 | New |
| SageView Advisory Group, LLC | 14,159 | $513.3K | 0.02% | −1,289−8.3% | Reduced |
| Howard Bailey Securities, LLC | 14,151 | $513.0K | 0.20% | −94−0.7% | Reduced |
| Piscataqua Savings Bank | 14,121 | $511.9K | 0.36% | 00.0% | Unchanged |
| Tudor Financial Inc. | 14,066 | $509.9K | 0.26% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 14,060 | $509.7K | 0.11% | +14+0.1% | Added |
| Mindset Wealth Management, LLC | 14,012 | $507.9K | 0.13% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 13,986 | $507.0K | 0.05% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 13,971 | $506.4K | 0.06% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 13,969 | $506.4K | 0.01% | +902+6.9% | Added |
| Diversify Wealth Management, LLC | 14,206 | $506.1K | 0.02% | +1,421+11.1% | Added |
| Roof Eidam & Maycock | 13,941 | $505.4K | 0.11% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 13,892 | $503.0K | 0.23% | −277−2.0% | Reduced |
| FRG Family Wealth Advisors LLC | 13,860 | $502.4K | 0.08% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 13,852 | $502.1K | 0.02% | +5,528+66.4% | Added |
| Deseret Mutual Benefit Administrators | 13,839 | $501.7K | 0.21% | −615−4.3% | Reduced |
| CWA Asset Management Group, LLC | 13,834 | $501.5K | 0.02% | +2,080+17.7% | Added |
| Candriam Luxembourg S.C.A. | 13,818 | $500.9K | 0.00% | +13,818 | New |
| Alteri Wealth LLC | 13,733 | $497.8K | 0.16% | +1,081+8.5% | Added |
| Ransom Advisory, Ltd | 13,700 | $496.6K | 0.20% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 13,694 | $496.4K | 0.04% | +113+0.8% | Added |
| Marathon Capital Management | 13,548 | $491.1K | 0.11% | 00.0% | Unchanged |
| Holderness Investments Co | 13,524 | $490.2K | 0.10% | −40.0% | Reduced |
| North Forty Two & Co. | 13,520 | $490.1K | 0.46% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 13,515 | $489.9K | 0.21% | +20.0% | Added |
| Buckingham Strategic Partners | 13,495 | $489.2K | 0.01% | +4,766+54.6% | Added |
| Alpha Omega Wealth Management LLC | 13,475 | $488.5K | 0.08% | −300−2.2% | Reduced |
| EverSource Wealth Advisors, LLC | 13,462 | $488.0K | 0.02% | +1,791+15.3% | Added |
| Advisory Advocates, LLC | 13,387 | $485.3K | 0.48% | +13,387 | New |
| Wendell David Associates Inc | 13,368 | $485.0K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13,327 | $483.1K | 0.03% | −1,129−7.8% | Reduced |
| Redmond Asset Management, LLC | 13,309 | $482.5K | 0.12% | −312−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 13,130 | $481.1K | 0.01% | +834+6.8% | Added |
| Rede Wealth, LLC | 13,268 | $481.0K | 0.17% | +13,268 | New |
| Walled Lake Planning & Wealth Management, LLC | 13,235 | $479.8K | 0.15% | +346+2.7% | Added |
| Everett Harris & Co | 13,232 | $479.7K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 11,403 | $478.6K | 0.11% | −1,156−9.2% | Reduced |
| RCS Financial Planning, LLC | 13,190 | $478.1K | 0.21% | 00.0% | Unchanged |
| NBT Bank N A | 13,082 | $474.2K | 0.03% | −124−0.9% | Reduced |
| Strategic Financial Services, Inc, | 11,606 | $471.3K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 12,941 | $469.1K | 0.08% | +12,941 | New |
| Blue Bell Private Wealth Management, LLC | 12,912 | $468.1K | 0.07% | −561−4.2% | Reduced |
| Secure Asset Management, LLC | 12,909 | $467.9K | 0.07% | +10.0% | Added |
| Means Investment Co., Inc. | 12,898 | $467.6K | 0.04% | +40.0% | Added |
| Register Financial Advisors LLC | 12,894 | $467.4K | 0.18% | +7,554+141.5% | Added |
| Avantra Family Wealth, Inc. | 12,886 | $467.1K | 0.34% | −31−0.2% | Reduced |
| Riverwater Partners LLC | 12,817 | $464.6K | 0.18% | −3,754−22.7% | Reduced |
| Gables Capital Management Inc. | 12,800 | $464.0K | 0.20% | 00.0% | Unchanged |
| Sapient Capital LLC | 12,709 | $462.9K | 0.01% | −22,631−64.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,768 | $462.8K | 0.02% | 00.0% | Unchanged |
| Becker Capital Management Inc | 12,715 | $460.9K | 0.01% | +57+0.5% | Added |
| Chilton Investment Co LLC | 12,697 | $460.3K | 0.01% | +860+7.3% | Added |
| Patton Albertson Miller Group, LLC | 12,675 | $459.5K | 0.05% | +665+5.5% | Added |
| Smith Partners Wealth Management, LLC | 12,644 | $458.3K | 0.42% | +12,644 | New |
| Cornerstone Wealth Management, LLC | 12,640 | $458.2K | 0.02% | +637+5.3% | Added |
| TownSquare Capital, LLC | 12,505 | $453.3K | 0.10% | −2,585−17.1% | Reduced |
| Bangor Savings Bank | 12,490 | $452.8K | 0.04% | +154+1.2% | Added |
| Traphagen Investment Advisors LLC | 12,439 | $450.9K | 0.04% | +84+0.7% | Added |
| Relyea Zuckerberg Hanson LLC | 12,418 | $450.2K | 0.05% | +10+0.1% | Added |
| Nicolet Bankshares Inc | 12,394 | $449.3K | 0.07% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 12,325 | $446.8K | 0.04% | +12,325 | New |
| Avantax Planning Partners, Inc. | 12,321 | $446.6K | 0.01% | +151+1.2% | Added |
| XTX Topco Ltd | 12,316 | $446.5K | 0.01% | +2,373+23.9% | Added |
| Elgethun Capital Management | 12,310 | $446.2K | 0.08% | 00.0% | Unchanged |