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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 35,386 | $1.45M | 0.21% | −645−1.8% | Reduced |
| Sterling Capital Management LLC | 35,437 | $1.45M | 0.03% | −20,257−36.4% | Reduced |
| Evolve Private Wealth, LLC | 35,523 | $1.46M | 0.08% | +301+0.9% | Added |
| We Are One Seven, LLC | 35,532 | $1.46M | 0.03% | +1,526+4.5% | Added |
| DAGCO, Inc. | 35,593 | $1.46M | 0.32% | +80.0% | Added |
| Dynamic Advisor Solutions LLC | 36,022 | $1.48M | 0.05% | +613+1.7% | Added |
| Wealthspan Partners, LLC | 36,397 | $1.49M | 0.53% | +127+0.4% | Added |
| Kahn Brothers Group Inc | 36,481 | $1.50M | 0.27% | −1,050−2.8% | Reduced |
| Roundview Capital LLC | 36,755 | $1.51M | 0.09% | −3,448−8.6% | Reduced |
| Smartleaf Asset Management LLC | 38,020 | $1.51M | 0.05% | +3,150+9.0% | Added |
| Brown, Lisle/Cummings, Inc. | 36,853 | $1.51M | 0.38% | 00.0% | Unchanged |
| Wedbush Securities Inc | 36,954 | $1.52M | 0.04% | −263−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 37,169 | $1.53M | 0.05% | +2,314+6.6% | Added |
| City Holding Co | 37,244 | $1.53M | 0.19% | −3,535−8.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 37,468 | $1.54M | 0.52% | −300−0.8% | Reduced |
| Nordwand Advisors, LLC | 37,482 | $1.54M | 0.27% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 37,660 | $1.55M | 0.74% | −1,200−3.1% | Reduced |
| Western Wealth Management, LLC | 37,668 | $1.55M | 0.06% | −111−0.3% | Reduced |
| Searle & Co. | 37,692 | $1.55M | 0.39% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 37,717 | $1.55M | 0.07% | −3,551−8.6% | Reduced |
| Venture Visionary Partners LLC | 37,792 | $1.55M | 0.05% | +24+0.1% | Added |
| Studio Investment Management LLC | 37,970 | $1.56M | 0.28% | −599−1.6% | Reduced |
| Mizuho Markets Americas LLC | 37,991 | $1.56M | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 38,491 | $1.58M | 0.05% | +8,668+29.1% | Added |
| Apella Capital, LLC | 36,478 | $1.58M | 0.02% | +30,633+524.1% | Added |
| Vestcor Inc | 38,520 | $1.58M | 0.04% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 38,667 | $1.59M | 0.58% | −1,008−2.5% | Reduced |
| Ballentine Partners, LLC | 38,843 | $1.59M | 0.02% | −3,290−7.8% | Reduced |
| Associated Banc-Corp | 38,905 | $1.60M | 0.04% | +37+0.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 38,910 | $1.60M | 0.95% | −3,345−7.9% | Reduced |
| Conway Capital Management, Inc. | 39,000 | $1.60M | 0.75% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 39,010 | $1.60M | 0.69% | +850+2.2% | Added |
| Marco Investment Management LLC | 39,138 | $1.61M | 0.12% | −2,050−5.0% | Reduced |
| Everhart Financial Group, Inc. | 39,159 | $1.61M | 0.14% | +3,984+11.3% | Added |
| Valeo Financial Advisors, LLC | 39,226 | $1.61M | 0.04% | +104+0.3% | Added |
| Outfitter Financial LLC | 39,260 | $1.61M | 1.25% | −70−0.2% | Reduced |
| Southeast Asset Advisors Inc. | 39,482 | $1.62M | 0.18% | +3,900+11.0% | Added |
| Cambria Investment Management, L.P. | 39,554 | $1.62M | 0.09% | −31,920−44.7% | Reduced |
| Raiffeisen Bank International AG | 40,863 | $1.63M | 0.02% | +7,815+23.6% | Added |
| Busey Wealth Management | 39,767 | $1.63M | 0.04% | −305−0.8% | Reduced |
| Sigma Planning Corp | 39,774 | $1.63M | 0.05% | −2,114−5.0% | Reduced |
| Integrated Wealth Concepts LLC | 39,884 | $1.64M | 0.01% | +9,074+29.5% | Added |
| Equitable Holdings, Inc. | 44,920 | $1.64M | 0.01% | +8,641+23.8% | Added |
| Kinneret Advisory, LLC | 40,156 | $1.65M | 0.16% | −1,780−4.2% | Reduced |
| Counterweight Ventures, LLC | 40,238 | $1.65M | 0.93% | +40,238 | New |
| Mount Vernon Associates Inc | 40,300 | $1.65M | 1.17% | −4,500−10.0% | Reduced |
| Mondrian Investment Partners LTD | 40,362 | $1.66M | 0.03% | +1,038+2.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 40,500 | $1.66M | 0.05% | −4,500−10.0% | Reduced |
| Cohen Klingenstein LLC | 40,500 | $1.66M | 0.05% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 40,617 | $1.67M | 0.18% | +1,196+3.0% | Added |
| Orca Wealth Management, LLC | 40,898 | $1.68M | 1.19% | −3,001−6.8% | Reduced |
| Gibbs Wealth Management | 40,975 | $1.68M | 0.22% | +21,931+115.2% | Added |
| Community Bank of Raymore | 41,027 | $1.68M | 1.13% | +640+1.6% | Added |
| Sumitomo Life Insurance Co | 41,123 | $1.69M | 0.04% | +1,127+2.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 41,540 | $1.71M | 0.01% | −5,268−11.3% | Reduced |
| Charter Capital Management, LLC | 41,984 | $1.72M | 0.86% | +3,084+7.9% | Added |
| Wolverine Asset Management LLC | 42,000 | $1.72M | 0.03% | +9,000+27.3% | Added |
| First National Bank Sioux Falls | 40,500 | $1.73M | 0.47% | 00.0% | Unchanged |
| Smithfield Trust Co | 42,246 | $1.73M | 0.08% | −24−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 42,363 | $1.74M | 0.06% | +8,333+24.5% | Added |
| Decker Wealth Management LLC | 42,386 | $1.74M | 0.40% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 42,511 | $1.75M | 0.07% | +2,518+6.3% | Added |
| Hilltop National Bank | 42,646 | $1.75M | 0.42% | +336+0.8% | Added |
| Maven Securities LTD | 42,655 | $1.75M | 0.10% | +42,655 | New |
| Diversify Wealth Management, LLC | 39,992 | $1.79M | 0.03% | +25,786+181.5% | Added |
| Foster & Motley Inc | 43,536 | $1.79M | 0.09% | −181−0.4% | Reduced |
| Altfest L J & Co Inc | 43,594 | $1.79M | 0.19% | +33,612+336.7% | Added |
| Cresset Asset Management, LLC | 43,703 | $1.79M | 0.01% | +3,006+7.4% | Added |
| Ninepoint Partners LP | 43,732 | $1.80M | 0.21% | −5,256−10.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 43,871 | $1.80M | 0.09% | −655−1.5% | Reduced |
| Nicolet Bankshares Inc | 43,921 | $1.80M | 0.07% | +31,527+254.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 44,043 | $1.81M | 0.12% | +1,060+2.5% | Added |
| Kanawha Capital Management LLC | 44,639 | $1.83M | 0.13% | −969−2.1% | Reduced |
| Fiduciary Group LLC | 44,820 | $1.84M | 0.16% | +274+0.6% | Added |
| Medallion Wealth Advisors, LLC | 45,000 | $1.85M | 0.60% | −284−0.6% | Reduced |
| Union Bancaire Privee, UBP SA | 53,590 | $1.85M | 0.03% | −1,150−2.1% | Reduced |
| Farmers & Merchants Investments Inc | 45,127 | $1.85M | 0.05% | −530−1.2% | Reduced |
| Coldstream Capital Management Inc | 45,223 | $1.86M | 0.02% | +5,483+13.8% | Added |
| IHT Wealth Management, LLC | 45,270 | $1.86M | 0.04% | −293−0.6% | Reduced |
| Fiduciary Trust Co | 45,347 | $1.86M | 0.02% | −692−1.5% | Reduced |
| Aspen Investment Management Inc | 45,459 | $1.87M | 0.57% | −925−2.0% | Reduced |
| Change Path, LLC | 45,758 | $1.88M | 0.04% | +8,959+24.3% | Added |
| Foresight Group Ltd Liability Partnership | 47,396 | $1.88M | 0.33% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 46,062 | $1.89M | 0.02% | +208+0.5% | Added |
| Ancora Advisors, LLC | 46,256 | $1.90M | 0.04% | −1,878−3.9% | Reduced |
| M Holdings Securities, Inc. | 42,714 | $1.90M | 0.13% | −5,307−11.1% | Reduced |
| Clark Capital Management Group, Inc. | 46,409 | $1.91M | 0.01% | −191−0.4% | Reduced |
| Eastern Bank | 46,807 | $1.92M | 0.03% | −237−0.5% | Reduced |
| Jacobi Capital Management LLC | 47,022 | $1.93M | 0.11% | +54+0.1% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 47,151 | $1.94M | 0.39% | +3,070+7.0% | Added |
| Resources Investment Advisors, LLC. | 47,216 | $1.94M | 0.02% | −3,240−6.4% | Reduced |
| Miller Capital Partners, Inc. | 47,550 | $1.95M | 0.94% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 47,636 | $1.96M | 0.05% | +46,916+6,516.1% | Added |
| Pflug Koory, LLC | 47,721 | $1.96M | 0.90% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 47,928 | $1.97M | 0.04% | +22,536+88.8% | Added |
| Bahl & Gaynor Inc | 48,186 | $1.98M | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 48,394 | $1.99M | 0.12% | −1,598−3.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 48,557 | $1.99M | 0.67% | +4,000+9.0% | Added |
| Callan Family Office, LLC | 48,928 | $2.01M | 0.05% | −9,132−15.7% | Reduced |
| Factorial Partners, LLC | 49,000 | $2.01M | 1.46% | −16,000−24.6% | Reduced |