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 |
|---|---|---|---|---|---|
| Alamea Verwaltungs GmbH | 26,587 | $1.09M | 0.81% | +2,601+10.8% | Added |
| Benjamin Edwards Inc | 26,609 | $1.09M | 0.01% | −941−3.4% | Reduced |
| Rossmore Private Capital | 26,733 | $1.10M | 0.10% | +3,075+13.0% | Added |
| Curat Global, LLC | 27,058 | $1.11M | 1.09% | +18,994+235.5% | Added |
| Barnett & Company, Inc. | 27,060 | $1.11M | 0.86% | −3,800−12.3% | Reduced |
| RMR Wealth Builders | 27,261 | $1.12M | 0.09% | −40−0.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 27,361 | $1.12M | 0.15% | +4,201+18.1% | Added |
| Sawgrass Asset Management LLC | 27,584 | $1.13M | 0.17% | 00.0% | Unchanged |
| Vista Investment Management | 27,632 | $1.13M | 0.38% | −701−2.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 27,750 | $1.14M | 0.09% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 27,766 | $1.14M | 0.02% | +975+3.6% | Added |
| Lyell Wealth Management, LP | 27,831 | $1.14M | 0.08% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 27,866 | $1.14M | 0.04% | −561−2.0% | Reduced |
| Accurate Wealth Management, LLC | 27,078 | $1.14M | 0.14% | +2,227+9.0% | Added |
| J. Goldman & Co LP | 28,000 | $1.15M | 0.05% | −630,628−95.7% | Reduced |
| LS Investment Advisors, LLC | 28,039 | $1.15M | 0.17% | −1,735−5.8% | Reduced |
| Norden Group LLC | 28,070 | $1.15M | 0.11% | +2,964+11.8% | Added |
| Syon Capital LLC | 28,080 | $1.15M | 0.06% | −236−0.8% | Reduced |
| Tema ETFs LLC | 28,325 | $1.16M | 0.08% | +147+0.5% | Added |
| Commonwealth Financial Services, LLC | 28,432 | $1.17M | 0.18% | +1,441+5.3% | Added |
| Reynders McVeigh Capital Management, LLC | 28,495 | $1.17M | 0.06% | 00.0% | Unchanged |
| Tradewinds, LLC. | 25,982 | $1.17M | 0.38% | +10.0% | Added |
| Creative Financial Designs Inc | 28,570 | $1.17M | 0.07% | −906−3.1% | Reduced |
| Advisory Alpha, LLC | 28,592 | $1.17M | 0.03% | +4,547+18.9% | Added |
| Portside Wealth Group, LLC | 28,736 | $1.18M | 0.16% | +3,710+14.8% | Added |
| Private Trust Co NA | 28,761 | $1.18M | 0.11% | +661+2.4% | Added |
| Fruth Investment Management | 28,900 | $1.19M | 0.30% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 28,994 | $1.19M | 0.10% | −125−0.4% | Reduced |
| Harbor Capital Advisors, Inc. | 29,100 | $1.20M | 0.10% | +29,100 | New |
| Procyon Private Wealth Partners, LLC | 29,203 | $1.20M | 0.06% | −313−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 29,374 | $1.21M | 0.02% | −3,043−9.4% | Reduced |
| Clearbridge Investments, LLC | 29,377 | $1.21M | 0.00% | −2,724,075−98.9% | Reduced |
| Congress Park Capital LLC | 29,465 | $1.21M | 0.37% | −25−0.1% | Reduced |
| Ullmann Financial Group, Inc. | 29,493 | $1.21M | 0.13% | −58−0.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.21M | 0.28% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 29,571 | $1.21M | 0.35% | −133−0.4% | Reduced |
| Voleon Capital Management LP | 29,581 | $1.21M | 0.03% | −149,449−83.5% | Reduced |
| Navalign, LLC | 29,594 | $1.21M | 0.31% | −90−0.3% | Reduced |
| Applied Finance Capital Management, LLC | 29,642 | $1.22M | 0.09% | +699+2.4% | Added |
| Everence Capital Management Inc | 29,639 | $1.22M | 0.07% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 29,818 | $1.22M | 0.05% | −1,736−5.5% | Reduced |
| Moneta Group Investment Advisors LLC | 29,839 | $1.22M | 0.01% | +2,130+7.7% | Added |
| Mfg Wealth Management, Inc. | 29,857 | $1.23M | 1.02% | +29,857 | New |
| Vaughan David Investments LLC | 29,901 | $1.23M | 0.03% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 29,894 | $1.23M | 0.16% | −1,947−6.1% | Reduced |
| Harbor Advisors LLC | 30,000 | $1.23M | 0.18% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 30,017 | $1.23M | 0.01% | +241+0.8% | Added |
| United Community Bank | 30,039 | $1.23M | 0.41% | −411−1.3% | Reduced |
| KTF Investments, LLC | 30,350 | $1.25M | 0.21% | −6,200−17.0% | Reduced |
| Whittier Trust Co | 30,106 | $1.25M | 0.01% | −1,359−4.3% | Reduced |
| Harbour Trust & Investment Management Co | 30,475 | $1.25M | 0.13% | −850−2.7% | Reduced |
| Pensionmark Financial Group, LLC | 30,490 | $1.25M | 0.02% | +1,441+5.0% | Added |
| TCG Advisory Services, LLC | 30,534 | $1.25M | 0.03% | +8,584+39.1% | Added |
| Systematic Financial Management LP | 30,600 | $1.26M | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30,720 | $1.26M | 0.10% | −136−0.4% | Reduced |
| Bridgewater Advisors Inc. | 28,819 | $1.26M | 0.08% | −4,045−12.3% | Reduced |
| Panagora Asset Management Inc | 30,775 | $1.26M | 0.00% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 30,817 | $1.27M | 0.15% | +932+3.1% | Added |
| Sovereign Financial Group, Inc. | 30,936 | $1.27M | 0.22% | −47−0.2% | Reduced |
| Bath Savings Trust Co | 30,964 | $1.27M | 0.14% | −557−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 30,989 | $1.27M | 0.43% | +17,150+123.9% | Added |
| Rehmann Capital Advisory Group | 31,008 | $1.27M | 0.07% | +701+2.3% | Added |
| BNB Wealth Management, LLC | 31,046 | $1.27M | 0.82% | 00.0% | Unchanged |
| Ieq Capital, LLC | 31,047 | $1.27M | 0.01% | +5,903+23.5% | Added |
| Valmark Advisers, Inc. | 31,110 | $1.28M | 0.02% | +254+0.8% | Added |
| Essex Financial Services, Inc. | 31,374 | $1.29M | 0.07% | +252+0.8% | Added |
| BLB&B Advisors, LLC | 31,661 | $1.30M | 0.05% | −3,550−10.1% | Reduced |
| Yoffe Investment Management, LLC | 31,770 | $1.30M | 1.67% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 31,795 | $1.31M | 0.02% | +2,073+7.0% | Added |
| Goelzer Investment Management, Inc. | 31,815 | $1.31M | 0.06% | −668−2.1% | Reduced |
| Donaldson Capital Management, LLC | 31,838 | $1.31M | 0.04% | −809−2.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 31,999 | $1.31M | 0.28% | +60.0% | Added |
| Stock Yards Bank & Trust Co | 32,278 | $1.33M | 0.04% | −3,672−10.2% | Reduced |
| Citizens Financial Group Inc | 32,334 | $1.33M | 0.02% | −2,011−5.9% | Reduced |
| Invesco, LLC | 32,370 | $1.33M | 0.47% | −239−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 32,376 | $1.33M | 0.20% | +43+0.1% | Added |
| Biltmore Wealth Management, LLC | 32,536 | $1.34M | 0.47% | −334−1.0% | Reduced |
| Davis R M Inc | 32,566 | $1.34M | 0.02% | +40+0.1% | Added |
| Spirit of America Management Corp | 32,600 | $1.34M | 0.26% | −2,000−5.8% | Reduced |
| Gerald Baker Financial Group LLC | 32,846 | $1.35M | 0.43% | +32,846 | New |
| Simplex Trading, LLC | 32,947 | $1.35M | 0.04% | +32,947 | New |
| NewEdge Wealth, LLC | 33,053 | $1.36M | 0.02% | −7,545−18.6% | Reduced |
| Gratus Wealth Advisors, LLC | 33,156 | $1.36M | 0.20% | −1,051−3.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 33,277 | $1.37M | 0.19% | +10,539+46.3% | Added |
| Washington Trust Co | 33,316 | $1.37M | 0.05% | −716−2.1% | Reduced |
| Wellington Shields & Co., LLC | 33,647 | $1.38M | 0.35% | −200−0.6% | Reduced |
| Reliant Investment Partners, LLC | 33,666 | $1.38M | 1.14% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 33,672 | $1.38M | 0.16% | +32+0.1% | Added |
| Vise Technologies, Inc. | 38,139 | $1.38M | 0.03% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 33,811 | $1.39M | 0.02% | −132,419−79.7% | Reduced |
| Wilkins Investment Counsel Inc | 34,400 | $1.41M | 0.20% | −200−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 34,508 | $1.42M | 0.02% | −1,388−3.9% | Reduced |
| WBH Advisory Inc | 34,233 | $1.42M | 0.11% | −3,448−9.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 34,582 | $1.42M | 0.91% | +143+0.4% | Added |
| Elgethun Capital Management | 34,709 | $1.42M | 0.24% | +22,399+182.0% | Added |
| Linscomb & Williams, Inc. | 34,801 | $1.43M | 0.06% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 34,838 | $1.43M | 0.64% | +124+0.4% | Added |
| Intrust Bank NA | 34,998 | $1.44M | 0.12% | +3,819+12.2% | Added |
| Highland Capital Management Fund Advisors, L.P. | 35,000 | $1.44M | 0.10% | 00.0% | Unchanged |
| Weil Company, Inc. | 35,217 | $1.45M | 0.32% | 00.0% | Unchanged |