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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,684 | $151.2K | 0.00% | +3,684 | New |
| Signature Equity Partners, LLC | 3,695 | $151.7K | 0.08% | −360−8.9% | Reduced |
| J.Safra Asset Management Corp | 3,745 | $153.7K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3,747 | $153.8K | 0.09% | −1,573−29.6% | Reduced |
| Union Savings Bank | 3,800 | $156.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 3,850 | $158.0K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,861 | $158.5K | 0.04% | −345−8.2% | Reduced |
| Richardson Financial Services Inc. | 3,893 | $159.8K | 0.10% | −102−2.6% | Reduced |
| Colonial Trust Advisors | 3,981 | $163.4K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 4,000 | $164.2K | 0.03% | +4,000 | New |
| Chelsea Counsel Co | 4,100 | $168.3K | 0.07% | 00.0% | Unchanged |
| McMillan Office, Inc. | 4,200 | $172.4K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,280 | $175.7K | 0.02% | +4,280 | New |
| Atlas Capital Advisors LLC | 4,318 | $177.3K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4,375 | $179.6K | 0.17% | +471+12.1% | Added |
| Strategic Investment Solutions, Inc. | 4,625 | $189.9K | 0.05% | +16+0.3% | Added |
| DT Investment Partners, LLC | 4,740 | $194.6K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4,741 | $194.6K | 0.48% | +4,741 | New |
| Werba Rubin Papier Wealth Management | 4,874 | $200.1K | 0.03% | +4,874 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,885 | $200.5K | 0.06% | +4,885 | New |
| Grandview Asset Management LLC | 4,886 | $200.6K | 0.06% | −21,804−81.7% | Reduced |
| Plancorp, LLC | 4,752 | $200.7K | 0.01% | +4,752 | New |
| Colonial River Wealth Management, LLC | 4,901 | $201.2K | 0.07% | +4,901 | New |
| Waddell & Associates, LLC | 4,901 | $201.2K | 0.01% | +4,901 | New |
| Sym Financial Corp | 4,932 | $202.5K | 0.02% | +4,932 | New |
| M3 Advisory Group, LLC | 4,934 | $202.5K | 0.12% | +4,934 | New |
| Turning Point Benefit Group, Inc. | 4,974 | $202.8K | 0.13% | +26+0.5% | Added |
| Thompson David Blair | 4,946 | $203.0K | 0.12% | +4,946 | New |
| Rockland Trust Co | 4,950 | $203.2K | 0.01% | +4,950 | New |
| Roxbury Financial LLC | 4,952 | $203.3K | 0.18% | +11+0.2% | Added |
| JT Stratford LLC | 4,952 | $203.3K | 0.03% | +4,952 | New |
| Nvest Financial, LLC | 4,960 | $203.6K | 0.08% | +4,960 | New |
| Transcend Wealth Collective, LLC | 4,967 | $203.9K | 0.02% | +4,967 | New |
| Stablepoint Partners, LLC | 4,968 | $203.9K | 0.03% | +4,968 | New |
| Vickerman Investment Advisors, Inc. | 4,974 | $204.2K | 0.04% | +4,974 | New |
| Stronghold Wealth Management L.L.C. | 4,978 | $204.3K | 0.31% | +4,978 | New |
| Harvey Capital Management Inc | 5,000 | $205.3K | 0.05% | +5,000 | New |
| GeoWealth Management, LLC | 5,001 | $205.3K | 0.01% | +5,001 | New |
| Five Oceans Advisors | 5,001 | $205.3K | 0.07% | +5,001 | New |
| First Heartland Consultants, Inc. | 5,031 | $206.5K | 0.02% | +5,031 | New |
| Chapman Financial Group, LLC | 5,042 | $207.0K | 0.15% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,031 | $207.0K | 0.01% | +5,031 | New |
| Wills Financial Group LLC | 4,679 | $207.7K | 0.08% | +4,679 | New |
| Widmann Financial Services, Inc. | 5,065 | $207.9K | 0.12% | +5,065 | New |
| Capital Performance Advisors LLP | 5,077 | $208.4K | 0.01% | +5,077 | New |
| Key Financial Inc | 5,085 | $208.7K | 0.04% | +2,107+70.8% | Added |
| Kirkwood Financial Services | 5,095 | $209.2K | 0.07% | +5,095 | New |
| Cypress Wealth Services, LLC | 5,114 | $209.9K | 0.03% | +5,114 | New |
| Knightsbridge Asset Management, LLC | 5,128 | $210.5K | 0.03% | +5,128 | New |
| CenterBook Partners LP | 5,132 | $210.7K | 0.01% | +5,132 | New |
| Verus Financial Partners, Inc. | 4,936 | $210.9K | 0.02% | +4,936 | New |
| Ashton Thomas Private Wealth, LLC | 5,162 | $211.9K | 0.01% | +5,162 | New |
| Onefund, LLC | 5,119 | $212.1K | 0.14% | −390−7.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 5,166 | $212.1K | 0.03% | +5,166 | New |
| Berger Financial Group, Inc | 5,168 | $212.1K | 0.01% | +5,168 | New |
| Root Financial Partners, LLC | 5,169 | $212.2K | 0.01% | +412+8.7% | Added |
| Johnson Financial Group, Inc. | 5,177 | $212.5K | 0.01% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 5,189 | $213.0K | 0.03% | +5,189 | New |
| waypoint wealth counsel | 5,189 | $213.0K | 0.11% | −523−9.2% | Reduced |
| Axq Capital, LP | 5,194 | $213.2K | 0.03% | −21,698−80.7% | Reduced |
| Whalerock Point Partners, LLC | 5,218 | $214.2K | 0.04% | +5,218 | New |
| Charter Research & Investment Group, Inc. | 5,221 | $214.3K | 0.14% | +5,221 | New |
| Armis Advisers, LLC | 4,827 | $214.3K | 0.02% | +4,827 | New |
| Base Wealth Management LLC | 5,234 | $214.9K | 0.12% | +5,234 | New |
| Duncan Williams Asset Management, LLC | 5,250 | $215.5K | 0.06% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 5,267 | $216.2K | 0.00% | +5,267 | New |
| Portfolio Design Labs, LLC | 5,278 | $216.7K | 0.04% | +5,278 | New |
| Green Harvest Asset Management LLC | 5,280 | $216.7K | 0.00% | +5,280 | New |
| Natural Investments, LLC | 5,290 | $217.0K | 0.05% | +5,290 | New |
| Aspire Private Capital, LLC | 5,288 | $217.1K | 0.05% | −868−14.1% | Reduced |
| Strive Financial Group ,LLC | 5,301 | $218.0K | 0.12% | +17+0.3% | Added |
| Purpose Unlimited Inc. | 5,330 | $218.8K | 0.01% | +5,330 | New |
| Moss Adams Wealth Advisors LLC | 5,341 | $219.2K | 0.02% | +5,341 | New |
| Facet Wealth, Inc. | 5,346 | $219.5K | 0.00% | +5,346 | New |
| Regal Investment Advisors LLC | 5,351 | $219.7K | 0.01% | +5,351 | New |
| Cambient Family Office, LLC | 5,354 | $219.8K | 0.03% | +5,354 | New |
| BIP Wealth, LLC | 5,364 | $220.2K | 0.01% | +5,364 | New |
| Michael Brady & Co., LLC | 5,381 | $220.9K | 0.22% | −525−8.9% | Reduced |
| S&CO Inc | 5,400 | $221.0K | 0.01% | +5,400 | New |
| Marex Group plc | 5,393 | $221.4K | 0.00% | +5,393 | New |
| Thayer Partners, LLC | 5,417 | $222.4K | 0.11% | +5,417 | New |
| Financial Symmetry Inc | 4,895 | $222.4K | 0.08% | +4,895 | New |
| Spinnaker Investment Group, LLC | 5,422 | $222.6K | 0.05% | −262−4.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,424 | $222.7K | 0.05% | +5,424 | New |
| Gateway Wealth Partners, LLC | 5,450 | $223.8K | 0.01% | +5,450 | New |
| ESG Planning | 5,483 | $225.1K | 0.10% | +5,483 | New |
| Sage Private Wealth Group, LLC | 5,489 | $225.3K | 0.11% | −943−14.7% | Reduced |
| White Pine Capital LLC | 5,492 | $225.4K | 0.06% | +5,492 | New |
| Catalyst Funds Management Pty Ltd | 5,502 | $225.9K | 0.04% | +5,502 | New |
| Gamco Investors, Inc. Et Al | 5,512 | $226.3K | 0.00% | +5,512 | New |
| Brown Miller Wealth Management, LLC | 5,521 | $226.6K | 0.06% | −174−3.1% | Reduced |
| Income Insurance Ltd | 5,530 | $227.0K | 0.15% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,532 | $227.1K | 0.01% | +5,532 | New |
| RAM Investment Partners, LLC | 5,555 | $228.0K | 0.04% | +1,853+50.1% | Added |
| Main Street Financial Solutions, LLC | 5,575 | $228.8K | 0.02% | +18+0.3% | Added |
| KPP Advisory Services LLC | 5,596 | $229.7K | 0.03% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 5,600 | $229.9K | 0.17% | −400−6.7% | Reduced |
| OLIO Financial Planning | 5,600 | $229.9K | 0.06% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 5,657 | $232.2K | 0.03% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,636 | $232.5K | 0.04% | +5,636 | New |