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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 540 | $19.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 526 | $19.1K | 0.00% | +101+23.8% | Added |
| Atlantic Private Wealth, LLC | 520 | $18.9K | 0.01% | +20+4.0% | Added |
| Highline Wealth Partners LLC | 478 | $17.3K | 0.00% | −13−2.6% | Reduced |
| Insight Financial Services | 461 | $16.7K | 0.01% | +146+46.3% | Added |
| Abound Wealth Management | 458 | $16.6K | 0.00% | +84+22.5% | Added |
| Noble Wealth Management PBC | 450 | $16.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 421 | $15.3K | 0.00% | −5−1.2% | Reduced |
| Wilkerson Advisory Group LLC | 420 | $15.2K | 0.01% | +420 | New |
| Elevated Capital Advisors, LLC | 413 | $15.0K | 0.00% | +413 | New |
| Signature Resources Capital Management, LLC | 411 | $14.9K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 410 | $14.9K | 0.00% | +410 | New |
| Westfuller Advisors, LLC | 409 | $14.8K | 0.01% | +12+3.0% | Added |
| Howard Hughes Medical Institute | 401 | $14.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 399 | $14.5K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 391 | $14.2K | 0.01% | +171+77.7% | Added |
| Prestige Wealth Management Group LLC | 371 | $13.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 360 | $13.1K | 0.01% | +34+10.4% | Added |
| High Note Wealth, LLC | 354 | $12.8K | 0.00% | +195+122.6% | Added |
| Financial Avengers, Inc. | 346 | $12.6K | 0.01% | +1+0.3% | Added |
| Creative Capital Management Investments LLC | 340 | $12.3K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 341 | $12.2K | 0.01% | +341 | New |
| Solstein Capital, LLC | 333 | $12.1K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 333 | $12.1K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 330 | $12.0K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 330 | $12.0K | 0.01% | +330 | New |
| Syntax Research, Inc. | 324 | $11.7K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 318 | $11.5K | 0.00% | +318 | New |
| Essential Partners LLC | 317 | $11.5K | 0.00% | −32−9.2% | Reduced |
| N.E.W. Advisory Services LLC | 317 | $11.5K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 309 | $11.2K | 0.01% | +309 | New |
| Ares Financial Consulting, LLC | 307 | $11.1K | 0.01% | +307 | New |
| Icon Advisers Inc | 300 | $10.9K | 0.00% | −36,200−99.2% | Reduced |
| HHM Wealth Advisors, LLC | 300 | $10.9K | 0.00% | −7,193−96.0% | Reduced |
| Commonwealth Retirement Investments LLC | 300 | $10.9K | 0.00% | +300 | New |
| United Financial Planning Group LLC | 300 | $10.9K | 0.01% | +300 | New |
| Bayban | 300 | $10.9K | 0.01% | +300 | New |
| Quest 10 Wealth Builders, Inc. | 288 | $10.4K | 0.01% | −61−17.5% | Reduced |
| Tidemark, LLC | 282 | $10.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 279 | $10.1K | 0.00% | +132+89.8% | Added |
| Chesapeake Asset Management LLC | 271 | $9.85K | 0.01% | +1+0.4% | Added |
| Addison Advisors LLC | 268 | $9.71K | 0.00% | −51−16.0% | Reduced |
| Wiser Advisor Group LLC | 267 | $9.68K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 260 | $9.43K | 0.00% | +200+333.3% | Added |
| DV Trading LLC | 252 | $9.13K | 0.00% | +252 | New |
| Strategic Advocates LLC | 245 | $8.92K | 0.00% | −2−0.8% | Reduced |
| Bogart Wealth, LLC | 239 | $8.68K | 0.00% | +45+23.2% | Added |
| Kilter Group LLC | 238 | $8.63K | 0.00% | +39+19.6% | Added |
| Lummis Asset Management, LP | 229 | $8.30K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 225 | $8.16K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 207 | $8.00K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 214 | $7.76K | 0.04% | +205+2,277.8% | Added |
| Bare Financial Services, Inc | 206 | $7.47K | 0.00% | −30−12.7% | Reduced |
| Y.D. More Investments Ltd | 65,109 | $7.40K | 0.00% | +64,611+12,974.1% | Added |
| TCTC Holdings, LLC | 200 | $7.25K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 200 | $7.25K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 199 | $7.21K | 0.00% | +78+64.5% | Added |
| Bell Investment Advisors, Inc | 193 | $7.00K | 0.00% | −34−15.0% | Reduced |
| Sofos Investments, Inc. | 176 | $6.38K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 172 | $6.24K | 0.00% | +53+44.5% | Added |
| Investment Research & Advisory Group, Inc. | 125 | $6.07K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 180 | $6.00K | 0.00% | −118−39.6% | Reduced |
| Hollencrest Capital Management | 156 | $5.66K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $5.55K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 150 | $5.44K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 150 | $5.44K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 150 | $5.44K | 0.00% | +150 | New |
| Hughes Financial Services, LLC | 146 | $5.29K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 144 | $5.22K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 159 | $5.00K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 123 | $4.46K | 0.00% | −64−34.2% | Reduced |
| Aspect Partners, LLC | 114 | $4.13K | 0.00% | +20+21.3% | Added |
| Principia Wealth Advisory, LLC | 110 | $3.99K | 0.00% | +6+5.8% | Added |
| Rialto Wealth Management, LLC | 110 | $3.99K | 0.00% | +8+7.8% | Added |
| Quaker Wealth Management, LLC | 108 | $3.92K | 0.00% | +49+83.1% | Added |
| Merited Wealth, LLC | 104 | $3.77K | 0.00% | +104 | New |
| Atomic Invest LLC | 99 | $3.60K | 0.00% | +99 | New |
| North Ridge Wealth Advisors, Inc. | 90 | $3.26K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 85 | $3.08K | 0.00% | +85 | New |
| Aviso Financial Inc. | 84 | $3.04K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 84 | $3.04K | 0.00% | +44+110.0% | Added |
| Crewe Advisors LLC | 84 | $3.04K | 0.00% | +84 | New |
| Bravera Wealth | 81 | $2.94K | 0.00% | +81 | New |
| Cornerstone Financial Management LLC | 79 | $2.86K | 0.00% | +79 | New |
| IMG Wealth Management, Inc. | 77 | $2.79K | 0.00% | +77 | New |
| Toth Financial Advisory Corp | 76 | $2.75K | 0.00% | +76 | New |
| Winnow Wealth LLC | 67 | $2.48K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $2.21K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 58 | $2.10K | 0.06% | +13+28.9% | Added |
| Benson Wealth Management INC | 56 | $2.03K | 0.00% | +56 | New |
| Merrithew & Thorsten Inc | 67 | $2.00K | 0.00% | +67 | New |
| Investors Portfolio Services LLC | 52 | $1.90K | 0.00% | +52 | New |
| American Capital Advisory, LLC | 51 | $1.85K | 0.00% | +10+24.4% | Added |
| Kingdom Financial Group LLC. | 48 | $1.73K | 0.00% | +48 | New |
| Greenline Wealth Management LLC | 46 | $1.67K | 0.00% | +46 | New |
| Seneschal Advisors, LLC | 44 | $1.59K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 42 | $1.52K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 42 | $1.52K | 0.00% | +42 | New |
| S&T Bank | 41 | $1.49K | 0.00% | −54−56.8% | Reduced |
| Richardson Capital Management LLC | 37 | $1.34K | 0.00% | +37 | New |