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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 10,087 | $365.7K | 0.12% | −2,312−18.6% | Reduced |
| Trust Point Inc. | 10,057 | $364.6K | 0.03% | +3,392+50.9% | Added |
| Conning Inc. | 10,045 | $364.1K | 0.01% | −4,584−31.3% | Reduced |
| Tred Avon Family Wealth, LLC | 10,001 | $362.5K | 0.12% | −19−0.2% | Reduced |
| Altfest L J & Co Inc | 9,982 | $361.8K | 0.04% | +301+3.1% | Added |
| Money Concepts Capital Corp | 9,961 | $361.1K | 0.02% | +141+1.4% | Added |
| IFG Advisory, LLC | 9,939 | $360.3K | 0.02% | −2,795−21.9% | Reduced |
| Willner & Heller, LLC | 9,874 | $357.9K | 0.26% | +28+0.3% | Added |
| Harbour Investments, Inc. | 9,873 | $357.9K | 0.01% | +226+2.3% | Added |
| AlphaCore Capital LLC | 9,840 | $356.7K | 0.01% | +9,840 | New |
| Cove Private Wealth, LLC | 9,823 | $356.1K | 0.11% | +1,749+21.7% | Added |
| LMR Partners LLP | 9,818 | $355.9K | 0.00% | +8,749+818.4% | Added |
| Larry Mathis Financial Planning, LLC | 9,802 | $355.3K | 0.31% | +9,802 | New |
| Financial Planning Hawaii, Inc. | 9,765 | $354.0K | 0.20% | +9,765 | New |
| Park Edge Advisors, LLC | 9,732 | $352.8K | 0.08% | −200−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,725 | $352.5K | 0.04% | −117−1.2% | Reduced |
| Sound Income Strategies, LLC | 9,688 | $351.2K | 0.02% | +2,005+26.1% | Added |
| Integrity Alliance, LLC. | 9,683 | $351.0K | 0.01% | −110−1.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 9,681 | $350.9K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 9,680 | $350.9K | 0.00% | +9,680 | New |
| Boyd Watterson Asset Management LLC | 9,656 | $350.0K | 0.10% | +494+5.4% | Added |
| Armstrong, Fleming & Moore, Inc | 9,630 | $349.1K | 0.16% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 9,610 | $348.4K | 0.03% | +1,549+19.2% | Added |
| BCS Wealth Management | 9,596 | $347.9K | 0.04% | +9,596 | New |
| Cullen/Frost Bankers, Inc. | 9,595 | $347.8K | 0.00% | +1,879+24.4% | Added |
| West Wealth Group, LLC | 9,588 | $347.6K | 0.07% | −76−0.8% | Reduced |
| Norris Perne & French LLP | 9,580 | $347.3K | 0.02% | +1,094+12.9% | Added |
| Old Port Advisors | 9,572 | $347.0K | 0.09% | +920+10.6% | Added |
| Investor's Fiduciary Advisor Network, LLC | 9,549 | $346.0K | 0.07% | +490+5.4% | Added |
| Banque Pictet & Cie SA | 9,510 | $344.7K | 0.00% | −2,192−18.7% | Reduced |
| Crews Bank & Trust | 9,509 | $344.7K | 0.05% | −3,687−27.9% | Reduced |
| Estabrook Capital Management | 9,505 | $344.6K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 9,548 | $344.4K | 0.01% | −1,687−15.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,490 | $344.0K | 0.04% | +559+6.3% | Added |
| ARS Wealth Advisors Group, LLC | 9,487 | $343.9K | 0.03% | −13,909−59.5% | Reduced |
| LRI Investments, LLC | 9,472 | $343.4K | 0.03% | +978+11.5% | Added |
| L2 Asset Management, LLC | 9,366 | $339.5K | 0.05% | +612+7.0% | Added |
| Verdence Capital Advisors LLC | 9,357 | $339.2K | 0.02% | +148+1.6% | Added |
| Grimes & Company, Inc. | 9,322 | $337.9K | 0.01% | +78+0.8% | Added |
| Journey Strategic Wealth LLC | 9,302 | $337.2K | 0.01% | −125−1.3% | Reduced |
| Lynch & Associates | 9,300 | $337.1K | 0.06% | −50−0.5% | Reduced |
| Papp L Roy & Associates | 9,300 | $337.1K | 0.04% | 00.0% | Unchanged |
| Frec Markets, Inc. | 9,215 | $334.1K | 0.10% | +9,215 | New |
| Old Point Trust & Financial Services N A | 9,198 | $333.4K | 0.10% | −4,080−30.7% | Reduced |
| Angeles Wealth Management, LLC | 9,107 | $330.1K | 0.02% | +1,626+21.7% | Added |
| Ironwood Investment Counsel, LLC | 9,086 | $329.4K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 9,055 | $328.2K | 0.03% | +474+5.5% | Added |
| Kovack Advisors, Inc. | 9,050 | $328.1K | 0.02% | +9,050 | New |
| Sagewood Asset Management LP | 9,045 | $327.9K | 0.12% | +9,045 | New |
| Quantitative Investment Management, LLC | 8,995 | $326.0K | 0.03% | −4,316−32.4% | Reduced |
| Cito Capital Group, LLC | 9,000 | $326.0K | 0.10% | −1,262−12.3% | Reduced |
| Philadelphia Trust Co | 9,000 | $326.0K | 0.02% | 00.0% | Unchanged |
| Collective Family Office LLC | 8,992 | $326.0K | 0.07% | −226−2.5% | Reduced |
| Argentarii, LLC | 8,964 | $325.0K | 0.11% | −10.0% | Reduced |
| Connors Investor Services Inc | 8,885 | $322.1K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 8,876 | $321.8K | 0.01% | +104+1.2% | Added |
| Berkshire Money Management, Inc. | 8,869 | $321.5K | 0.03% | +8,869 | New |
| Syverson Strege & Co | 8,863 | $321.3K | 0.08% | −219−2.4% | Reduced |
| Smithbridge Asset Management Inc | 8,854 | $320.9K | 0.03% | +8,854 | New |
| Evermay Wealth Management LLC | 8,830 | $320.1K | 0.04% | −82−0.9% | Reduced |
| Renaissance Investment Group LLC | 8,810 | $319.4K | 0.06% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 8,799 | $319.0K | 0.11% | +8,799 | New |
| Eagle Wealth Strategies LLC | 8,793 | $318.8K | 0.15% | −302−3.3% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $318.4K | 0.06% | 00.0% | Unchanged |
| Lake Street Financial LLC | 8,720 | $316.1K | 0.04% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 8,718 | $316.0K | 0.02% | −450−4.9% | Reduced |
| Alchemi Wealth, LLC | 8,717 | $316.0K | 0.17% | +8,717 | New |
| Simmons Bank | 8,696 | $315.2K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 8,649 | $313.5K | 0.22% | +8+0.1% | Added |
| Veratis Advisors, Inc. | 7,662 | $313.0K | 0.25% | +7,662 | New |
| Pursuit Wealth Strategies, LLC | 8,635 | $313.0K | 0.44% | +8,635 | New |
| Private Wealth Asset Management, LLC | 8,594 | $311.5K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,590 | $311.4K | 0.02% | −7−0.1% | Reduced |
| Crestwood Advisors Group LLC | 8,583 | $311.1K | 0.01% | +783+10.0% | Added |
| North Star Investment Management Corp. | 8,546 | $309.8K | 0.02% | −344−3.9% | Reduced |
| Proficio Capital Partners LLC | 8,523 | $309.0K | 0.02% | −294−3.3% | Reduced |
| RFG Advisory, LLC | 8,505 | $308.3K | 0.01% | −158−1.8% | Reduced |
| CAPROCK Group, Inc. | 8,501 | $308.2K | 0.01% | −13,083−60.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8,500 | $308.1K | 0.15% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,484 | $307.5K | 0.02% | +8,484 | New |
| Legacy Financial Advisors, Inc. | 8,484 | $307.5K | 0.04% | +277+3.4% | Added |
| Live Oak Private Wealth LLC | 8,470 | $307.0K | 0.04% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 8,467 | $306.9K | 0.02% | −281−3.2% | Reduced |
| Los Angeles Capital Management LLC | 8,611 | $306.9K | 0.00% | −453−5.0% | Reduced |
| YHB Investment Advisors, Inc. | 8,461 | $306.7K | 0.02% | −52−0.6% | Reduced |
| Compass Financial Group, INC | 8,457 | $306.6K | 0.04% | −181−2.1% | Reduced |
| Strategies Wealth Advisors, LLC | 8,441 | $306.0K | 0.03% | +41+0.5% | Added |
| Viawealth, LLC | 8,439 | $305.9K | 0.17% | −4,086−32.6% | Reduced |
| Tiemann Investment Advisors, LLC | 8,410 | $304.9K | 0.12% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 8,400 | $304.5K | 0.13% | −610−6.8% | Reduced |
| Mascagni Wealth Management, Inc. | 8,387 | $304.0K | 0.23% | −549−6.1% | Reduced |
| Meritas Wealth Management, LLC | 8,387 | $304.0K | 0.15% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 8,374 | $303.6K | 0.14% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 8,331 | $302.0K | 0.08% | −10.0% | Reduced |
| Pursuit Wealth Management LLC | 8,310 | $301.2K | 0.26% | +8,310 | New |
| Bill Few Associates, Inc. | 8,288 | $300.4K | 0.07% | −381−4.4% | Reduced |
| Allegheny Financial Group LTD | 8,241 | $298.8K | 0.04% | +48+0.6% | Added |
| Bridgewealth Advisory Group, LLC | 8,231 | $298.4K | 0.07% | +30.0% | Added |
| Scissortail Wealth Management, LLC | 8,211 | $297.6K | 0.07% | +22+0.3% | Added |
| Northwest Bancshares, Inc. | 8,174 | $296.3K | 0.06% | −4,177−33.8% | Reduced |