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 |
|---|---|---|---|---|---|
| Kentucky Trust Co | 1,945 | $70.5K | 0.04% | +1,645+548.3% | Added |
| SJS Investment Consulting Inc. | 1,925 | $69.8K | 0.01% | +130+7.2% | Added |
| MV Capital Management, Inc. | 1,895 | $68.7K | 0.01% | +20+1.1% | Added |
| Avion Wealth | 1,902 | $68.0K | 0.01% | −57−2.9% | Reduced |
| Riverview Trust Co | 1,875 | $68.0K | 0.08% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 1,868 | $67.7K | 0.03% | +118+6.7% | Added |
| Quattro Advisors LLC | 1,855 | $67.2K | 0.05% | +1,855 | New |
| Sunbelt Securities, Inc. | 1,848 | $67.0K | 0.00% | −52−2.7% | Reduced |
| Core Alternative Capital | 1,800 | $65.3K | 0.02% | −77−4.1% | Reduced |
| Acima Private Wealth, LLC | 1,800 | $65.3K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,780 | $64.5K | 0.01% | +1,192+202.7% | Added |
| Aventura Private Wealth, LLC | 1,743 | $63.2K | 0.02% | +1,569+901.7% | Added |
| Evelyn Partners Asset Management Ltd | 1,732 | $62.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,701 | $61.7K | 0.02% | +5+0.3% | Added |
| Nemes Rush Group LLC | 1,683 | $61.0K | 0.01% | +53+3.3% | Added |
| Bullock Wealth Management Group | 1,654 | $60.0K | 0.03% | +3+0.2% | Added |
| ORG Partners LLC | 1,623 | $58.8K | 0.01% | +479+41.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,620 | $58.7K | 0.01% | −120−6.9% | Reduced |
| Cape Investment Advisory, Inc. | 1,606 | $58.2K | 0.02% | +1,374+592.2% | Added |
| Princeton Global Asset Management LLC | 1,600 | $58.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,569 | $56.9K | 0.01% | +25+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 1,541 | $55.9K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,527 | $55.4K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,496 | $54.2K | 0.00% | −3,892−72.2% | Reduced |
| CrossGen Wealth, LLC | 1,490 | $54.0K | 0.05% | +1,490 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $54.0K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,485 | $53.8K | 0.04% | −4,320−74.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,469 | $53.3K | 0.00% | +2+0.1% | Added |
| Pinnacle Bancorp, Inc. | 1,329 | $48.2K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,280 | $46.4K | 0.02% | +312+32.2% | Added |
| Millstone Evans Group, LLC | 1,239 | $44.9K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,201 | $43.5K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,200 | $43.5K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,165 | $42.2K | 0.04% | +169+17.0% | Added |
| True Wealth Design, LLC | 1,141 | $41.4K | 0.01% | −105−8.4% | Reduced |
| Tradewinds Capital Management, LLC | 1,140 | $41.3K | 0.01% | +1,140 | New |
| Board of the Pension Protection Fund | 1,100 | $39.9K | 0.04% | −9,600−89.7% | Reduced |
| Garton & Associates Financial Advisors LLC | 1,050 | $38.1K | 0.02% | +1,050 | New |
| Barrett & Company, Inc. | 1,046 | $37.9K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 1,020 | $37.0K | 0.04% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,015 | $36.8K | 0.01% | +3+0.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,007 | $36.5K | 0.05% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,007 | $36.5K | 0.01% | +1,007 | New |
| SBI Securities Co., Ltd. | 1,004 | $36.4K | 0.00% | −252−20.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,000 | $36.3K | 0.00% | −2,222−69.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 995 | $36.1K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 977 | $35.4K | 0.01% | +4+0.4% | Added |
| Activest Wealth Management | 971 | $35.2K | 0.01% | −22−2.2% | Reduced |
| Park Place Capital Corp | 968 | $35.1K | 0.01% | −16−1.6% | Reduced |
| Clark Wealth Partners | 956 | $34.7K | 0.02% | 00.0% | Unchanged |
| Optima Capital LLC | 943 | $34.2K | 0.01% | +943 | New |
| CNB Bank | 939 | $34.0K | 0.01% | −8−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 928 | $33.6K | 0.00% | +23+2.5% | Added |
| Kennebec Savings Bank | 917 | $33.2K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 909 | $33.0K | 0.01% | −32−3.4% | Reduced |
| Bellevue Asset Management, LLC | 900 | $32.6K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 900 | $32.6K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 879 | $31.9K | 0.01% | −1−0.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 864 | $31.3K | 0.02% | −174−16.8% | Reduced |
| WFA of San Diego, LLC | 846 | $30.7K | 0.02% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 845 | $30.6K | 0.01% | +845 | New |
| Fairscale Capital, LLC | 845 | $30.6K | 0.02% | −900−51.6% | Reduced |
| Coston, McIsaac & Partners | 834 | $30.0K | 0.01% | +1+0.1% | Added |
| Thompson Investment Management, Inc. | 825 | $29.9K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 824 | $29.9K | 0.00% | +824 | New |
| Fortitude Family Office, LLC | 809 | $29.3K | 0.01% | +4+0.5% | Added |
| Catalyst Capital Advisors LLC | 807 | $29.3K | 0.00% | −132−14.1% | Reduced |
| Monetary Management Group Inc | 800 | $29.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 797 | $28.9K | 0.00% | +560+236.3% | Added |
| Robinswood Financial LLC | 782 | $28.4K | 0.01% | −448−36.4% | Reduced |
| Align Financial, LLC | 28,166 | $28.2K | 0.02% | +28,166 | New |
| Hallmark Capital Management Inc | 750 | $27.2K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 750 | $27.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 750 | $27.2K | 0.00% | +750 | New |
| Sachetta, LLC | 731 | $26.5K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 727 | $26.4K | 0.01% | +250+52.4% | Added |
| Rossby Financial, LCC | 724 | $26.2K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 720 | $26.1K | 0.00% | −124−14.7% | Reduced |
| Center for Financial Planning, Inc. | 720 | $26.1K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 720 | $26.1K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 718 | $26.0K | 0.01% | +37+5.4% | Added |
| Covestor Ltd | 717 | $26.0K | 0.01% | −1,271−63.9% | Reduced |
| Midwest Capital Advisors, LLC | 712 | $25.8K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 710 | $25.7K | 0.02% | −666−48.4% | Reduced |
| Pacific Center for Financial Services | 720 | $25.6K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 701 | $25.4K | 0.01% | +1+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 675 | $24.5K | 0.01% | +675 | New |
| Darwin Advisors, LLC | 672 | $24.4K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $24.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 659 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 632 | $22.9K | 0.01% | +86+15.8% | Added |
| Rational Advisors LLC | 625 | $22.7K | 0.00% | +75+13.6% | Added |
| Operose Advisors LLC | 606 | $22.0K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 600 | $21.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 600 | $21.8K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 598 | $21.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 562 | $20.4K | 0.00% | +74+15.2% | Added |
| Motco | 559 | $20.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 554 | $20.1K | 0.00% | −1−0.2% | Reduced |
| Park Square Financial Group, LLC | 616 | $19.9K | 0.12% | +616 | New |