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, Q1 2026
Institutional positions in CSX Corp as of Mar 31, 2026. 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
- 1,876
- +89 vs. Q4 2025
- Shares held
- 1.46B
- +203.9M (+16.3%) vs. Q4 2025
- Total value
- $59.6B
- +$14.3B (+31.4%) vs. Q4 2025
- New holders
- 209
- 659 more added
- Sold out
- 120
- 654 more reduced
28 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PDS Planning, Inc | 16,401 | $673.3K | 0.04% | +680+4.3% | Added |
| Thompson Siegel & Walmsley LLC | 16,413 | $674.0K | 0.01% | −20−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,446 | $675.1K | 0.07% | +50.0% | Added |
| Robertson Stephens Wealth Management, LLC | 16,477 | $676.4K | 0.02% | −307−1.8% | Reduced |
| Mason & Associates, LLC | 16,521 | $678.2K | 0.16% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16,559 | $679.7K | 0.02% | +3,097+23.0% | Added |
| Diversified Enterprises, LLC | 16,581 | $680.6K | 0.04% | +101+0.6% | Added |
| Commerzbank Aktiengesellschaft | 16,595 | $681.0K | 0.01% | −48,145−74.4% | Reduced |
| Osborne Partners Capital Management, LLC | 16,604 | $681.6K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16,134 | $683.3K | 0.13% | −591−3.5% | Reduced |
| Wright Investors Service Inc | 16,687 | $685.0K | 0.22% | −72−0.4% | Reduced |
| Dakota Wealth Management | 16,714 | $686.1K | 0.01% | +4,678+38.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,784 | $689.0K | 0.01% | +987+6.2% | Added |
| AdvisorNet Financial, Inc | 16,796 | $689.5K | 0.04% | +3,469+26.0% | Added |
| Stratos Wealth Advisors, LLC | 16,853 | $691.8K | 0.04% | −2,842−14.4% | Reduced |
| Gryphon Financial Partners LLC | 16,928 | $694.9K | 0.07% | +464+2.8% | Added |
| Smith, Salley & Associates | 17,003 | $698.0K | 0.04% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 17,033 | $699.2K | 0.38% | −5,323−23.8% | Reduced |
| Evelyn Partners Investment Management LLP | 17,046 | $699.7K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 17,100 | $702.0K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 17,106 | $702.2K | 0.13% | −9,267−35.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,119 | $702.7K | 0.04% | +298+1.8% | Added |
| Palisade Capital Management LLC | 17,145 | $703.8K | 0.02% | +10,437+155.6% | Added |
| VestGen Advisors, LLC | 15,816 | $704.3K | 0.02% | +5,251+49.7% | Added |
| HighPoint Advisor Group LLC | 17,190 | $705.6K | 0.03% | −41,378−70.6% | Reduced |
| Redmond Asset Management, LLC | 17,212 | $706.5K | 0.19% | +3,903+29.3% | Added |
| Boston Trust Walden Corp | 17,315 | $710.8K | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 17,352 | $712.3K | 0.01% | −3,600−17.2% | Reduced |
| St Germain D J Co Inc | 17,363 | $712.7K | 0.03% | +599+3.6% | Added |
| Larson Financial Group LLC | 17,440 | $715.9K | 0.02% | +2,404+16.0% | Added |
| Nations Financial Group Inc, | 17,491 | $718.0K | 0.04% | +124+0.7% | Added |
| Catalyst Financial Partners LLC | 17,500 | $718.4K | 0.08% | −17,762−50.4% | Reduced |
| Indiana Trust & Investment Management CO | 17,514 | $719.0K | 0.22% | −240−1.4% | Reduced |
| Nwam LLC | 17,523 | $719.3K | 0.04% | −39−0.2% | Reduced |
| Cullinan Associates Inc | 17,600 | $722.5K | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,666 | $725.2K | 0.01% | −495,447−96.6% | Reduced |
| Capital Investment Advisory Services, LLC | 17,701 | $726.6K | 0.05% | −206−1.2% | Reduced |
| Bedel Financial Consulting, Inc. | 17,730 | $727.8K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,738 | $728.1K | 0.06% | +23+0.1% | Added |
| Frec Markets, Inc. | 17,773 | $729.6K | 0.12% | +8,558+92.9% | Added |
| Empower Advisory Group, LLC | 17,799 | $730.6K | 0.00% | −9,854−35.6% | Reduced |
| InvesTrust | 17,835 | $732.1K | 0.31% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 17,841 | $732.4K | 0.15% | −2,037−10.2% | Reduced |
| Cigna Investments Inc | 17,912 | $735.0K | 0.11% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 18,000 | $738.9K | 0.05% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 18,000 | $738.9K | 0.14% | +18,000 | New |
| Traynor Capital Management, Inc. | 18,593 | $739.5K | 0.04% | −588−3.1% | Reduced |
| Sepio Capital, LP | 18,031 | $740.2K | 0.04% | +92+0.5% | Added |
| Great Valley Advisor Group, Inc. | 18,086 | $742.2K | 0.01% | +494+2.8% | Added |
| Old North State Trust, LLC | 18,157 | $745.0K | 0.44% | +2,127+13.3% | Added |
| Woodward Diversified Capital, LLC | 17,235 | $746.6K | 0.34% | +267+1.6% | Added |
| Hara Capital LLC | 18,240 | $748.8K | 0.37% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 18,341 | $752.9K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 18,392 | $755.0K | 0.46% | −151−0.8% | Reduced |
| Arjuna Capital | 18,415 | $755.9K | 0.19% | +443+2.5% | Added |
| Revolve Wealth Partners, LLC | 18,429 | $756.5K | 0.10% | −304−1.6% | Reduced |
| Dupree Financial Group, LLC | 18,483 | $758.7K | 0.31% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 18,571 | $762.3K | 0.31% | +30.0% | Added |
| Fiduciary Family Office, LLC | 18,605 | $763.7K | 0.22% | +6,374+52.1% | Added |
| Legacy Financial Independent Advisors LLC | 18,627 | $764.6K | 0.40% | +18,627 | New |
| Midwest Financial Group LLC | 18,700 | $767.6K | 0.33% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 18,715 | $768.3K | 0.38% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 18,722 | $768.5K | 0.04% | +2,635+16.4% | Added |
| Choate Investment Advisors | 18,802 | $771.8K | 0.02% | +523+2.9% | Added |
| Wedmont Private Capital | 18,317 | $771.9K | 0.02% | +1,845+11.2% | Added |
| Mayfair Advisory Group, LLC | 18,905 | $776.0K | 0.27% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 17,324 | $776.6K | 0.02% | +870+5.3% | Added |
| Landing Point Financial Group, LLC | 19,012 | $780.5K | 0.38% | +35+0.2% | Added |
| Pitcairn Wealth Advisors LLC | 21,600 | $783.0K | 0.07% | 00.0% | Unchanged |
| Canandaigua National Corp | 19,134 | $785.5K | 0.07% | +19,134 | New |
| Gilbert & Cook, Inc. | 19,149 | $786.1K | 0.10% | +203+1.1% | Added |
| Integrated Investment Consultants, LLC | 19,197 | $788.0K | 0.17% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 19,232 | $789.5K | 0.28% | −14−0.1% | Reduced |
| Taylor Financial Group, Inc. | 19,272 | $791.1K | 0.48% | −1,000−4.9% | Reduced |
| Koshinski Asset Management, Inc. | 19,310 | $792.7K | 0.05% | +1,320+7.3% | Added |
| Certified Advisory Corp | 19,322 | $793.2K | 0.07% | +645+3.5% | Added |
| Cornerstone Advisory, LLC | 19,359 | $794.7K | 0.08% | +141+0.7% | Added |
| Parallax Volatility Advisers, L.P. | 18,340 | $795.4K | 0.04% | +18,332+229,150.0% | Added |
| Cornerstone Investment Partners, LLC | 19,435 | $797.8K | 0.03% | −66−0.3% | Reduced |
| Principal Securities, Inc. | 19,453 | $798.6K | 0.01% | +766+4.1% | Added |
| Patriot Investment Management Inc. | 19,475 | $799.4K | 0.05% | 00.0% | Unchanged |
| One Capital Management, LLC | 19,488 | $800.0K | 0.02% | −54−0.3% | Reduced |
| PFG Investments, LLC | 19,500 | $800.5K | 0.04% | −1,573−7.5% | Reduced |
| Catalytic Wealth RIA, LLC | 19,507 | $800.8K | 0.03% | +758+4.0% | Added |
| Chronos Wealth Management, LLC | 19,510 | $800.9K | 0.39% | 00.0% | Unchanged |
| Westpac Banking Corp | 19,520 | $801.3K | 0.06% | −11,033−36.1% | Reduced |
| Empire Financial Management Company, LLC | 19,526 | $801.5K | 0.18% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 19,550 | $802.6K | 0.02% | −20.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 19,563 | $803.1K | 0.13% | 00.0% | Unchanged |
| Optas, LLC | 19,705 | $808.9K | 0.12% | −326−1.6% | Reduced |
| Wealth Alliance | 19,716 | $809.3K | 0.08% | −2,330−10.6% | Reduced |
| Inspire Advisors, LLC | 19,756 | $811.0K | 0.07% | −1,918−8.8% | Reduced |
| William B. Walkup & Associates, Inc. | 27,573 | $811.5K | 0.48% | +83+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 19,846 | $814.7K | 0.05% | +10,121+104.1% | Added |
| Colonial Trust Co | 19,998 | $820.9K | 0.11% | −256−1.3% | Reduced |
| RB Capital Management, LLC | 20,030 | $822.2K | 0.17% | −198−1.0% | Reduced |
| Klingman & Associates, LLC | 20,102 | $825.2K | 0.04% | +339+1.7% | Added |
| Oakworth Capital, Inc. | 20,108 | $825.4K | 0.04% | 00.0% | Unchanged |
| National Philanthropic Trust | 20,173 | $828.1K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 20,261 | $831.7K | 0.23% | +140+0.7% | Added |