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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 1,527 | $62.7K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 2,148 | $63.2K | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,540 | $63.2K | 0.00% | +1,540 | New |
| UMA Financial Services, Inc. | 1,583 | $65.0K | 0.01% | +14+0.9% | Added |
| Owl Creek Wealth Partners LLC | 1,588 | $65.2K | 0.02% | +1,588 | New |
| Princeton Global Asset Management LLC | 1,600 | $65.7K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,620 | $66.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,621 | $66.6K | 0.01% | −62−3.7% | Reduced |
| Clayton Financial Group LLC | 1,625 | $66.7K | 0.03% | −243−13.0% | Reduced |
| Hallmark Capital Management Inc | 1,650 | $67.7K | 0.00% | +900+120.0% | Added |
| Bullock Wealth Management Group | 1,657 | $68.7K | 0.03% | +3+0.2% | Added |
| Leonteq Securities AG | 1,673 | $68.7K | 0.00% | −618−27.0% | Reduced |
| Godsey & Gibb Associates | 1,688 | $69.3K | 0.01% | −950−36.0% | Reduced |
| Financial Perspectives, Inc | 1,705 | $70.0K | 0.02% | +4+0.2% | Added |
| Evelyn Partners Asset Management Ltd | 1,732 | $71.1K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,733 | $71.1K | 0.01% | +1,733 | New |
| MV Capital Management, Inc. | 1,740 | $71.4K | 0.01% | −155−8.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,748 | $71.8K | 0.02% | +1,748 | New |
| Aventura Private Wealth, LLC | 1,759 | $72.2K | 0.03% | +16+0.9% | Added |
| Prosperity Bancshares Inc | 1,781 | $73.1K | 0.06% | −2,538−58.8% | Reduced |
| Acima Private Wealth, LLC | 1,800 | $73.9K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 1,800 | $73.9K | 0.02% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 1,800 | $74.6K | 0.01% | +1,800 | New |
| Sunbelt Securities, Inc. | 1,848 | $75.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,880 | $77.2K | 0.01% | −389−17.1% | Reduced |
| SJS Investment Consulting Inc. | 1,925 | $79.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,945 | $79.8K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,950 | $80.0K | 0.02% | 00.0% | Unchanged |
| Trask Adam Roland | 1,950 | $80.0K | 0.08% | +1,950 | New |
| Bruce G. Allen Investments, LLC | 1,984 | $81.4K | 0.05% | −773−28.0% | Reduced |
| Trust Co | 1,990 | $81.7K | 0.01% | +210+11.8% | Added |
| MBM Wealth Consultants, LLC | 2,000 | $82.1K | 0.02% | +2,000 | New |
| DHJJ Financial Advisors, Ltd. | 2,041 | $83.8K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,043 | $83.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $85.4K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,096 | $86.0K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,100 | $86.2K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 2,181 | $87.0K | 0.07% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 2,163 | $88.8K | 0.03% | +2,115+4,406.3% | Added |
| Lloyd Advisory Services, LLC. | 2,163 | $88.8K | 0.03% | +2,163 | New |
| Strategic Wealth Advisors LLC | 2,190 | $89.0K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 2,189 | $89.0K | 0.02% | +287+15.1% | Added |
| Main Street Group, LTD | 2,188 | $89.8K | 0.03% | +2,188 | New |
| Silvant Capital Management LLC | 2,199 | $90.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,252 | $92.5K | 0.04% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 2,286 | $93.8K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,301 | $94.0K | 0.00% | +77+3.5% | Added |
| Beacon Financial Strategies CORP | 2,298 | $94.3K | 0.05% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2,307 | $94.7K | 0.02% | −45−1.9% | Reduced |
| Salomon & Ludwin, LLC | 2,341 | $96.5K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 2,433 | $99.9K | 0.01% | −1,335−35.4% | Reduced |
| Anfield Capital Management, LLC | 2,450 | $100.6K | 0.03% | +2,431+12,794.7% | Added |
| Alerus Financial NA | 2,454 | $100.7K | 0.00% | −150−5.8% | Reduced |
| Tacita Capital Inc | 2,490 | $102.2K | 0.06% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,509 | $103.0K | 0.01% | +2,509 | New |
| Cornerstone Planning Group LLC | 2,351 | $105.8K | 0.01% | +217+10.2% | Added |
| True Link Financial Advisors, LLC | 2,581 | $105.9K | 0.01% | +2,581 | New |
| Glen Eagle Advisors, LLC | 2,605 | $106.9K | 0.01% | +10.0% | Added |
| Beaird Harris Wealth Management, LLC | 2,617 | $107.4K | 0.01% | +133+5.4% | Added |
| Proffitt & Goodson Inc | 2,641 | $108.4K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,656 | $109.0K | 0.01% | +10+0.4% | Added |
| Capital Advisors, Ltd. LLC | 2,676 | $110.0K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 2,700 | $110.8K | 0.06% | +2,700 | New |
| Axiom Investment Management LLC | 2,700 | $110.8K | 0.08% | +2,700 | New |
| SOA Wealth Advisors, LLC. | 111,914 | $111.9K | 0.02% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 2,761 | $113.3K | 0.06% | +2,761 | New |
| Kerr Financial Planning Corp | 2,537 | $115.1K | 0.14% | +10+0.4% | Added |
| Atlantic Trust, LLC | 2,842 | $116.7K | 0.02% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 2,685 | $117.4K | 0.05% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 2,925 | $120.1K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,931 | $120.3K | 0.01% | −595−16.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,850 | $120.4K | 0.00% | −170−5.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2,976 | $122.2K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,000 | $123.2K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,015 | $123.8K | 0.02% | 00.0% | Unchanged |
| MidFirst Bank | 3,047 | $125.1K | 0.01% | −52−1.7% | Reduced |
| CDKV Holdings LLC | 3,067 | $125.9K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,078 | $126.4K | 0.01% | +746+32.0% | Added |
| IFG Advisory, LLC | 3,150 | $129.3K | 0.37% | −6,789−68.3% | Reduced |
| Spire Wealth Management | 3,150 | $129.3K | 0.00% | −12−0.4% | Reduced |
| Paladin Advisory Group, LLC | 3,162 | $129.8K | 0.10% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,177 | $130.4K | 0.01% | +675+27.0% | Added |
| Vanguard National Trust Co | 3,232 | $132.7K | 0.01% | +3,232 | New |
| McIlrath & Eck, LLC | 3,239 | $133.0K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 3,400 | $139.6K | 0.14% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,410 | $140.0K | 0.08% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 3,419 | $140.4K | 0.03% | +603+21.4% | Added |
| Ankerstar Wealth, LLC | 3,423 | $140.5K | 0.15% | +1,404+69.5% | Added |
| Financial Management Professionals, Inc. | 3,440 | $141.2K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,480 | $142.9K | 0.01% | −1,035−22.9% | Reduced |
| Wall Street Financial Group, Inc. | 3,510 | $144.1K | 0.09% | +3,510 | New |
| Dunhill Financial, LLC | 3,547 | $145.6K | 0.03% | +8+0.2% | Added |
| ZRC Wealth Management, LLC | 3,549 | $145.7K | 0.05% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3,520 | $145.8K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 3,580 | $147.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,594 | $147.5K | 0.01% | +3,594 | New |
| Sofos Investments, Inc. | 3,600 | $147.8K | 0.03% | +3,424+1,945.5% | Added |
| Asset Dedication, LLC | 3,607 | $148.1K | 0.01% | −1,115−23.6% | Reduced |
| Golden State Wealth Management, LLC | 3,642 | $149.5K | 0.02% | +10.0% | Added |
| TD Capital Management LLC | 3,645 | $149.6K | 0.01% | 00.0% | Unchanged |