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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 20,283 | $832.6K | 0.04% | −205−1.0% | Reduced |
| Appleton Partners Inc | 20,476 | $841.0K | 0.06% | −94−0.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,590 | $845.2K | 0.09% | +15+0.1% | Added |
| 44 Wealth Management LLC | 20,657 | $848.0K | 0.30% | −236−1.1% | Reduced |
| ELCO Management Co., LLC | 20,719 | $850.5K | 0.41% | −519−2.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 20,742 | $851.5K | 0.21% | +61+0.3% | Added |
| Connecticut Wealth Management, LLC | 20,814 | $854.4K | 0.04% | +3,300+18.8% | Added |
| Premier Path Wealth Partners, LLC | 20,968 | $860.7K | 0.11% | +3,307+18.7% | Added |
| Avidian Wealth Solutions, LLC | 21,007 | $862.3K | 0.03% | −700−3.2% | Reduced |
| Redwood Wealth Management Group, LLC | 21,113 | $866.7K | 0.37% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 21,250 | $872.3K | 0.18% | −400−1.8% | Reduced |
| Chilton Investment Co LLC | 21,257 | $872.6K | 0.02% | +8,560+67.4% | Added |
| Partners Wealth Management, LLC | 21,293 | $874.1K | 0.90% | −498−2.3% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 22,000 | $874.9K | 0.04% | 00.0% | Unchanged |
| Myriad Asset Management Advisors LLC | 21,448 | $880.0K | 0.26% | +21,448 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,451 | $880.5K | 0.08% | −2,700−11.2% | Reduced |
| Modern Wealth Management, LLC | 21,277 | $881.7K | 0.02% | +1,448+7.3% | Added |
| Verus Capital Partners, LLC | 21,484 | $881.9K | 0.06% | +3,533+19.7% | Added |
| Stratos Wealth Partners, LTD. | 21,487 | $882.0K | 0.01% | −3,525−14.1% | Reduced |
| Harbour Investments, Inc. | 21,586 | $886.0K | 0.01% | +11,713+118.6% | Added |
| Lakeside Advisors, INC. | 21,600 | $886.7K | 0.59% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 21,666 | $889.4K | 0.29% | +772+3.7% | Added |
| Embree Financial Group | 21,713 | $891.3K | 0.10% | +740+3.5% | Added |
| Sagespring Wealth Partners, LLC | 21,760 | $893.2K | 0.02% | +1,364+6.7% | Added |
| Grove Bank & Trust | 21,885 | $898.4K | 0.10% | −860−3.8% | Reduced |
| Howland Capital Management LLC | 21,887 | $898.5K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 22,015 | $904.0K | 0.03% | −49−0.2% | Reduced |
| D.B. Root & Company, LLC | 22,177 | $910.4K | 0.22% | −2,175−8.9% | Reduced |
| Welch & Forbes LLC | 22,185 | $910.7K | 0.01% | −1,174−5.0% | Reduced |
| Capital Analysts, LLC | 22,269 | $914.0K | 0.02% | −2,198−9.0% | Reduced |
| Calamos Wealth Management LLC | 22,273 | $914.3K | 0.03% | +635+2.9% | Added |
| Cary Street Partners Financial LLC | 22,347 | $917.4K | 0.02% | −1,606−6.7% | Reduced |
| XML Financial, LLC | 22,351 | $917.5K | 0.07% | −1,709−7.1% | Reduced |
| Cadinha & Co LLC | 22,381 | $918.7K | 0.17% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 22,160 | $919.2K | 0.25% | +79+0.4% | Added |
| Sanders Morris Harris LLC | 22,500 | $923.6K | 0.15% | +22,500 | New |
| Davidson Trust Co | 22,517 | $924.3K | 0.40% | +372+1.7% | Added |
| Brighton Jones LLC | 22,578 | $926.8K | 0.02% | +22,578 | New |
| Abbot Financial Management, Inc. | 22,592 | $927.4K | 0.39% | −200−0.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 22,607 | $928.0K | 0.21% | −48−0.2% | Reduced |
| Continuum Advisory, LLC | 22,607 | $928.0K | 0.09% | −152−0.7% | Reduced |
| Howard Capital Management Inc. | 22,616 | $928.4K | 0.02% | −31,223−58.0% | Reduced |
| Brave Asset Management Inc | 22,641 | $929.4K | 0.22% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 22,711 | $932.3K | 0.17% | −441−1.9% | Reduced |
| Rodgers Brothers Inc. | 22,800 | $935.9K | 0.11% | 00.0% | Unchanged |
| Sunpointe, LLC | 23,032 | $945.5K | 0.31% | +10,895+89.8% | Added |
| Sage Investment Advisers LLC | 22,867 | $947.6K | 0.70% | −1,194−5.0% | Reduced |
| Parallel Advisors, LLC | 23,092 | $947.9K | 0.02% | +1,358+6.2% | Added |
| Mosaic Advisors LLC | 20,922 | $950.1K | 1.43% | −2,184−9.5% | Reduced |
| Clear Harbor Asset Management, LLC | 23,174 | $951.3K | 0.07% | −252−1.1% | Reduced |
| RMR Capital Management, LLC | 23,248 | $954.3K | 0.69% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 23,260 | $954.8K | 0.03% | +278+1.2% | Added |
| Brookstone Capital Management | 23,263 | $954.9K | 0.01% | +2,668+13.0% | Added |
| Pioneer Trust Bank N A | 23,428 | $961.7K | 0.23% | +43+0.2% | Added |
| Quantum Private Wealth, LLC | 23,458 | $963.0K | 0.30% | −1,000−4.1% | Reduced |
| TIAA Wealth Investment Management LLC | 23,492 | $964.2K | 0.01% | +23,492 | New |
| Americana Partners, LLC | 23,501 | $964.7K | 0.03% | −11,719−33.3% | Reduced |
| Jump Financial, LLC | 23,557 | $967.0K | 0.01% | −12,543−34.7% | Reduced |
| Sowell Financial Services LLC | 23,593 | $968.5K | 0.04% | +695+3.0% | Added |
| Chicago Trust Co NA | 23,596 | $968.6K | 0.15% | +2,774+13.3% | Added |
| Mission Wealth Management, LP | 23,659 | $971.2K | 0.02% | −5,416−18.6% | Reduced |
| Frank, Rimerman Advisors LLC | 23,693 | $972.6K | 0.06% | −896−3.6% | Reduced |
| Checchi Capital Advisers, LLC | 23,699 | $972.9K | 0.07% | +2,011+9.3% | Added |
| Brooks, Moore & Associates, Inc. | 23,737 | $974.4K | 0.49% | 00.0% | Unchanged |
| New Republic Capital, LLC | 23,929 | $982.3K | 0.33% | −1,703−6.6% | Reduced |
| TrueWealth Advisors, LLC | 24,037 | $986.7K | 0.25% | +6,162+34.5% | Added |
| Wellington Shields Capital Management, LLC | 24,233 | $994.8K | 0.15% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 24,281 | $996.7K | 0.02% | +1,422+6.2% | Added |
| Financial Strategies Group, Inc. | 22,002 | $1.00M | 0.17% | 00.0% | Unchanged |
| GWN Securities Inc. | 24,392 | $1.00M | 0.19% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 24,468 | $1.00M | 0.08% | −4,059−14.2% | Reduced |
| Boston Private Wealth LLC | 24,474 | $1.00M | 0.07% | −367−1.5% | Reduced |
| Genesee Capital Advisors, LLC | 24,511 | $1.01M | 0.42% | −28−0.1% | Reduced |
| Mystic Asset Management, Inc. | 24,533 | $1.01M | 0.23% | 00.0% | Unchanged |
| National Asset Management, Inc. | 25,502 | $1.01M | 0.07% | −5,510−17.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 24,710 | $1.01M | 0.04% | −61,674−71.4% | Reduced |
| Modera Wealth Management, LLC | 24,764 | $1.02M | 0.01% | −256−1.0% | Reduced |
| Aberdeen Wealth Management LLC | 24,800 | $1.02M | 0.46% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 24,937 | $1.02M | 0.41% | −539−2.1% | Reduced |
| Sandler Capital Management | 25,007 | $1.03M | 0.70% | +25,007 | New |
| Werlinich Asset Management, LLC | 25,026 | $1.03M | 0.50% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25,131 | $1.03M | 0.13% | +1,786+7.7% | Added |
| Mutual Advisors, LLC | 25,156 | $1.03M | 0.02% | −1,947−7.2% | Reduced |
| Hanson & Doremus Investment Management | 25,452 | $1.04M | 0.12% | +17,281+211.5% | Added |
| Walsky Investment Management, Inc. | 25,490 | $1.05M | 1.07% | +1,820+7.7% | Added |
| South State Corp. | 25,637 | $1.05M | 0.05% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 25,653 | $1.05M | 0.70% | −1,376−5.1% | Reduced |
| Buckhead Capital Management LLC | 25,668 | $1.05M | 0.40% | −3,675−12.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 25,890 | $1.06M | 0.62% | 00.0% | Unchanged |
| LMR Partners LLP | 25,913 | $1.06M | 0.01% | +16,095+163.9% | Added |
| Northstar Group, Inc. | 26,036 | $1.07M | 0.15% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 26,074 | $1.07M | 0.58% | +37+0.1% | Added |
| Tannin Capital LLC | 26,082 | $1.07M | 0.78% | +3,109+13.5% | Added |
| Dynamic Technology Lab Private Ltd | 26,219 | $1.08M | 0.18% | −2,705−9.4% | Reduced |
| IFP Advisors, Inc | 26,221 | $1.08M | 0.02% | −5,422−17.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,264 | $1.08M | 0.07% | −200−0.8% | Reduced |
| Cascade Financial Partners, LLC | 26,274 | $1.08M | 0.11% | −1,271−4.6% | Reduced |
| Aviance Capital Partners, LLC | 26,363 | $1.08M | 0.13% | +311+1.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 26,462 | $1.09M | 0.42% | +641+2.5% | Added |
| Alphadyne Asset Management LP | 26,569 | $1.09M | 0.14% | +26,569 | New |