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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 6,700 | $242.9K | 0.01% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 6,666 | $241.6K | 0.05% | −854−11.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 6,294 | $241.6K | 0.10% | +4,289+213.9% | Added |
| Fukoku Mutual Life Insurance Co | 6,638 | $240.6K | 0.02% | −1,119−14.4% | Reduced |
| PFG Advisors | 6,630 | $240.3K | 0.01% | −12,890−66.0% | Reduced |
| Polaris Investment Advisors, LLC | 6,624 | $240.1K | 0.17% | +6,624 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,617 | $239.9K | 0.01% | −65−1.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 6,573 | $239.4K | 0.02% | 00.0% | Unchanged |
| Strategic Equity Management | 6,557 | $237.7K | 0.08% | +39+0.6% | Added |
| Red Wave Investments LLC | 6,553 | $237.5K | 0.07% | +10.0% | Added |
| Fundamentun, LLC | 6,518 | $236.3K | 0.01% | +323+5.2% | Added |
| Moneywise, Inc. | 6,518 | $236.3K | 0.10% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,484 | $235.0K | 0.04% | +111+1.7% | Added |
| Warburton Capital Management, LLC | 6,492 | $235.0K | 0.13% | −4−0.1% | Reduced |
| Resolute Wealth Strategies, LLC | 6,455 | $234.0K | 0.10% | +11+0.2% | Added |
| Continental Investors Services, Inc. | 6,192 | $233.8K | 0.30% | −128−2.0% | Reduced |
| Holistic Financial Partners | 6,447 | $233.7K | 0.08% | −11−0.2% | Reduced |
| Fusion Capital, LLC | 6,433 | $233.2K | 0.07% | +5+0.1% | Added |
| Sage Private Wealth Group, LLC | 6,432 | $233.2K | 0.13% | −639−9.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 6,428 | $233.0K | 0.06% | −9,693−60.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 6,427 | $233.0K | 0.09% | +30.0% | Added |
| Quantum Financial Advisors, LLC | 6,419 | $232.7K | 0.03% | +12+0.2% | Added |
| Curated Wealth Partners LLC | 6,392 | $231.7K | 0.03% | +6,392 | New |
| MOR Wealth Management, LLC | 6,374 | $231.1K | 0.11% | +6,374 | New |
| Trust Co of Toledo NA | 6,360 | $230.6K | 0.02% | −160−2.5% | Reduced |
| Lakeridge Wealth Management LLC | 6,343 | $229.9K | 0.10% | +60+1.0% | Added |
| Fortress Private Ledger, LLC | 6,333 | $229.6K | 0.08% | +339+5.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 6,325 | $229.3K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 6,322 | $229.2K | 0.02% | +22+0.3% | Added |
| ZWJ Investment Counsel Inc | 6,322 | $229.2K | 0.01% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 6,320 | $229.1K | 0.15% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $229.0K | 0.10% | 00.0% | Unchanged |
| Country Trust Bank | 6,300 | $228.4K | 0.00% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,295 | $228.2K | 0.03% | +6,295 | New |
| Allred Capital Management, LLC | 6,283 | $227.8K | 0.08% | −22−0.3% | Reduced |
| Palacios Wealth Management, LLC | 6,279 | $227.6K | 0.17% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,278 | $227.6K | 0.03% | −11−0.2% | Reduced |
| Generation Capital Management LLC | 6,256 | $226.8K | 0.15% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 6,253 | $226.7K | 0.06% | +6,253 | New |
| Front Row Advisors LLC | 6,240 | $226.2K | 0.08% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,211 | $225.1K | 0.02% | +206+3.4% | Added |
| FC Advisory LLC | 6,191 | $224.4K | 0.06% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,188 | $224.3K | 0.00% | −700−10.2% | Reduced |
| VeraBank, N.A. | 6,186 | $224.2K | 0.04% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6,171 | $223.7K | 0.02% | +1,540+33.3% | Added |
| Aspire Private Capital, LLC | 6,156 | $223.1K | 0.05% | +6,156 | New |
| Kendall Capital Management | 6,144 | $222.7K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6,139 | $222.5K | 0.01% | +280+4.8% | Added |
| Patton Fund Management, Inc. | 6,135 | $222.4K | 0.03% | −1,777−22.5% | Reduced |
| RD Lewis Holdings, Inc. | 5,677 | $222.3K | 0.19% | +5,677 | New |
| IFG Advisors, LLC | 6,126 | $222.1K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 6,123 | $222.0K | 0.00% | +205+3.5% | Added |
| Biltmore Family Office, LLC | 6,114 | $221.6K | 0.03% | +239+4.1% | Added |
| Keel Point, LLC | 6,114 | $221.6K | 0.01% | +6,114 | New |
| Braun-Bostich & Associates Inc. | 6,094 | $220.9K | 0.14% | −20.0% | Reduced |
| Finward Bancorp | 6,072 | $220.1K | 0.17% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 6,059 | $219.6K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6,042 | $219.0K | 0.06% | 00.0% | Unchanged |
| Holistic Planning, LLC | 6,014 | $218.0K | 0.05% | +301+5.3% | Added |
| Barr E S & Co | 6,007 | $217.8K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 6,006 | $217.7K | 0.02% | +6,006 | New |
| ARS Investment Partners, LLC | 6,000 | $217.5K | 0.01% | −1,080−15.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,000 | $217.5K | 0.15% | −750−11.1% | Reduced |
| Montgomery Investment Management Inc | 6,000 | $217.5K | 0.08% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 5,994 | $217.3K | 0.01% | +5,994 | New |
| Quent Capital, LLC | 5,950 | $215.7K | 0.02% | +60+1.0% | Added |
| Consolidated Planning Corp | 5,949 | $215.7K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,938 | $215.3K | 0.01% | −3,549−37.4% | Reduced |
| Optivise Advisory Services LLC | 5,931 | $215.0K | 0.12% | +5,931 | New |
| Cheviot Value Management, LLC | 5,730 | $214.2K | 0.02% | 00.0% | Unchanged |
| Michael Brady & Co., LLC | 5,906 | $214.1K | 0.21% | +5,906 | New |
| 180 Wealth Advisors, LLC | 5,897 | $213.8K | 0.02% | −4,370−42.6% | Reduced |
| Baker Avenue Asset Management, LP | 5,895 | $213.7K | 0.00% | −349−5.6% | Reduced |
| SeaCrest Wealth Management, LLC | 6,077 | $213.0K | 0.02% | −289−4.5% | Reduced |
| Little House Capital LLC | 5,872 | $212.9K | 0.05% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 5,865 | $212.6K | 0.15% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 5,858 | $212.4K | 0.08% | +20+0.3% | Added |
| Apella Capital, LLC | 5,845 | $211.9K | 0.00% | +5,845 | New |
| Atlas Brown,Inc. | 5,826 | $211.2K | 0.06% | +3+0.1% | Added |
| Elyxium Wealth, LLC | 5,809 | $210.6K | 0.06% | −160−2.7% | Reduced |
| Thoma Capital Management LLC | 5,803 | $210.4K | 0.12% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 5,250 | $209.2K | 0.05% | +5,250 | New |
| Red Door Wealth Management, LLC | 5,767 | $209.0K | 0.02% | +16+0.3% | Added |
| Calton & Associates, Inc. | 5,742 | $208.1K | 0.03% | −264−4.4% | Reduced |
| RPS Advisory Solutions LLC | 5,736 | $207.9K | 0.10% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,716 | $207.2K | 0.02% | +5,716 | New |
| Collaborative Wealth Managment Inc. | 5,714 | $207.1K | 0.07% | +5,714 | New |
| waypoint wealth counsel | 5,712 | $207.1K | 0.08% | +5,712 | New |
| One Charles Private Wealth Services, LLC | 5,702 | $206.7K | 0.05% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 5,700 | $206.6K | 0.05% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,695 | $206.4K | 0.06% | +5,695 | New |
| Spinnaker Investment Group, LLC | 5,684 | $206.0K | 0.04% | +5,684 | New |
| Argus Investors' Counsel, Inc. | 5,659 | $205.1K | 0.16% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 5,657 | $205.1K | 0.03% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 5,631 | $204.1K | 0.01% | +5,631 | New |
| Wealth Management Nebraska | 5,607 | $203.3K | 0.02% | +5,607 | New |
| Clear Street Markets LLC | 5,600 | $203.0K | 0.04% | +3,992+248.3% | Added |
| OLIO Financial Planning | 5,600 | $203.0K | 0.06% | +5,600 | New |
| KPP Advisory Services LLC | 5,596 | $202.9K | 0.03% | +5,596 | New |
| Sivia Capital Partners, LLC | 5,571 | $202.0K | 0.04% | +5,571 | New |