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 |
|---|---|---|---|---|---|
| Greykasell Wealth Strategies, Inc. | 341 | $14.0K | 0.01% | +341 | New |
| Financial Avengers, Inc. | 348 | $14.3K | 0.01% | +2+0.6% | Added |
| Entrust Financial LLC | 357 | $14.7K | 0.01% | +27+8.2% | Added |
| Westfuller Advisors, LLC | 379 | $15.6K | 0.01% | −30−7.3% | Reduced |
| WPG Advisers, LLC | 386 | $15.8K | 0.01% | −13−3.3% | Reduced |
| Valued Wealth Advisors LLC | 411 | $16.9K | 0.01% | +132+47.3% | Added |
| High Note Wealth, LLC | 411 | $16.9K | 0.00% | +57+16.1% | Added |
| Elevated Capital Advisors, LLC | 413 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 408 | $17.0K | 0.01% | −309−43.1% | Reduced |
| Arlington Trust Co LLC | 431 | $17.7K | 0.00% | +171+65.8% | Added |
| United Financial Planning Group LLC | 447 | $18.3K | 0.01% | +147+49.0% | Added |
| Noble Wealth Management PBC | 450 | $18.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 452 | $18.6K | 0.00% | −6−1.3% | Reduced |
| Insight Financial Services | 461 | $18.9K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 506 | $20.8K | 0.01% | −92−15.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 511 | $21.0K | 0.01% | +511 | New |
| Atlantic Private Wealth, LLC | 520 | $21.3K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 521 | $21.4K | 0.01% | +110+26.8% | Added |
| Joseph Group Capital Management | 523 | $21.5K | 0.01% | +205+64.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 536 | $22.0K | 0.00% | +115+27.3% | Added |
| Archer Investment Corp | 540 | $22.2K | 0.00% | 00.0% | Unchanged |
| Motco | 559 | $22.9K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 566 | $23.2K | 0.00% | +12+2.2% | Added |
| Highline Wealth Partners LLC | 583 | $23.9K | 0.01% | +105+22.0% | Added |
| Catalyst Capital Advisors LLC | 586 | $24.1K | 0.00% | −221−27.4% | Reduced |
| Peoples Financial Services Corp. | 600 | $24.6K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 600 | $24.6K | 0.02% | +600 | New |
| Capital Advisor Network LLC | 600 | $24.6K | 0.03% | +600 | New |
| Pin Oak Investment Advisors Inc | 600 | $25.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 614 | $25.2K | 0.00% | −183−23.0% | Reduced |
| Rational Advisors LLC | 625 | $25.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 631 | $25.9K | 0.00% | +105+20.0% | Added |
| Bank of Jackson Hole Trust | 632 | $25.9K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 642 | $26.4K | 0.02% | +354+122.9% | Added |
| JPL Wealth Management, LLC | 657 | $27.0K | 0.01% | +657 | New |
| Financial Connections Group, Inc. | 659 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 661 | $27.1K | 0.00% | −346,542−99.8% | Reduced |
| Darwin Advisors, LLC | 674 | $27.7K | 0.01% | +2+0.3% | Added |
| Raffa Wealth Management, LLC | 701 | $28.8K | 0.00% | +139+24.7% | Added |
| MPWM Advisory Solutions, LLC | 703 | $28.9K | 0.02% | +2+0.3% | Added |
| Midwest Capital Advisors, LLC | 712 | $29.2K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 718 | $29.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 720 | $29.6K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 720 | $29.6K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 720 | $29.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 750 | $30.8K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 757 | $31.1K | 0.02% | +26+3.6% | Added |
| Albion Financial Group | 772 | $31.7K | 0.00% | +22+2.9% | Added |
| Align Financial, LLC | 777 | $31.9K | 0.02% | −27,389−97.2% | Reduced |
| Robinswood Financial LLC | 785 | $32.2K | 0.01% | +3+0.4% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 789 | $32.4K | 0.14% | +789 | New |
| Monetary Management Group Inc | 800 | $32.8K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 805 | $33.0K | 0.02% | +78+10.7% | Added |
| Thompson Investment Management, Inc. | 825 | $33.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 836 | $34.0K | 0.01% | +2+0.2% | Added |
| Wilkerson Advisory Group LLC | 829 | $34.0K | 0.01% | +409+97.4% | Added |
| Fairscale Capital, LLC | 845 | $34.7K | 0.02% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 845 | $34.7K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 846 | $34.7K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 867 | $35.6K | 0.02% | +3+0.3% | Added |
| Clean Yield Group | 879 | $36.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 889 | $36.5K | 0.02% | −50−5.3% | Reduced |
| Bellevue Asset Management, LLC | 900 | $36.9K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 900 | $36.9K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 905 | $37.1K | 0.00% | −23−2.5% | Reduced |
| Private Wealth Management Group, LLC | 909 | $37.3K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 917 | $37.6K | 0.03% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 925 | $38.0K | 0.03% | +925 | New |
| Park Place Capital Corp | 952 | $39.1K | 0.01% | −16−1.7% | Reduced |
| Clark Wealth Partners | 958 | $39.3K | 0.03% | +2+0.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,007 | $41.3K | 0.06% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,010 | $41.5K | 0.01% | +3+0.3% | Added |
| SBI Securities Co., Ltd. | 1,016 | $41.7K | 0.00% | +12+1.2% | Added |
| Burkett Financial Services, LLC | 1,019 | $41.8K | 0.01% | +4+0.4% | Added |
| Barnes Dennig Private Wealth Management LLC | 1,020 | $41.9K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,046 | $42.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,081 | $44.4K | 0.01% | −60−5.3% | Reduced |
| SHP Wealth Management | 1,101 | $45.2K | 0.00% | +277+33.6% | Added |
| Operose Advisors LLC | 1,125 | $46.2K | 0.01% | +519+85.6% | Added |
| Opal Wealth Advisors, LLC | 1,133 | $46.5K | 0.01% | +1,133 | New |
| Tradewinds Capital Management, LLC | 1,140 | $46.8K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,142 | $46.9K | 0.02% | −138−10.8% | Reduced |
| Lavaca Capital LLC | 1,200 | $49.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,201 | $49.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,239 | $50.9K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,266 | $52.0K | 0.05% | +101+8.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,268 | $52.0K | 0.02% | +593+87.9% | Added |
| Broadwater Capital Management LLC | 1,485 | $53.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,329 | $54.6K | 0.02% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,371 | $56.3K | 0.02% | +1,371 | New |
| Fortitude Family Office, LLC | 1,401 | $57.5K | 0.01% | +592+73.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,300 | $58.5K | 0.03% | −7,200−84.7% | Reduced |
| Global Assets Advisory, LLC | 1,456 | $59.8K | 0.02% | +1,456 | New |
| Gen-Wealth Partners Inc | 1,487 | $61.0K | 0.02% | −502−25.2% | Reduced |
| CrossGen Wealth, LLC | 1,496 | $61.4K | 0.05% | +6+0.4% | Added |
| Webster Bank, N. A. | 1,500 | $61.6K | 0.01% | −1,027−40.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,501 | $61.6K | 0.00% | +5+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $62.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,516 | $62.2K | 0.03% | −25−1.6% | Reduced |