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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 5,691 | $233.6K | 0.25% | +5,691 | New |
| Old Point Trust & Financial Services N A | 5,700 | $234.0K | 0.08% | −3,498−38.0% | Reduced |
| Carderock Capital Management Inc | 5,700 | $234.0K | 0.06% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 5,702 | $234.1K | 0.06% | 00.0% | Unchanged |
| Roan Capital Partners | 5,702 | $234.1K | 0.22% | +5,702 | New |
| Wealth Management Nebraska | 5,706 | $234.2K | 0.02% | +99+1.8% | Added |
| VeraBank, N.A. | 5,717 | $234.7K | 0.04% | −469−7.6% | Reduced |
| Cheviot Value Management, LLC | 5,730 | $235.2K | 0.02% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 5,747 | $235.9K | 0.04% | −8,818−60.5% | Reduced |
| Keystone Financial Group | 5,764 | $236.6K | 0.02% | −15,667−73.1% | Reduced |
| Wexford Capital LP | 5,772 | $236.9K | 0.04% | +490+9.3% | Added |
| Red Door Wealth Management, LLC | 5,786 | $237.5K | 0.02% | +19+0.3% | Added |
| 180 Wealth Advisors, LLC | 5,821 | $239.0K | 0.03% | −76−1.3% | Reduced |
| Segment Wealth Management, LLC | 5,824 | $239.1K | 0.01% | −2,660−31.4% | Reduced |
| Atlas Brown,Inc. | 5,828 | $239.2K | 0.07% | +20.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,829 | $239.3K | 0.06% | +5,829 | New |
| Summit Wealth Group LLC | 5,832 | $239.4K | 0.03% | +5,832 | New |
| Camden Capital, LLC | 5,834 | $239.5K | 0.02% | +309+5.6% | Added |
| Aaron Wealth Advisors | 5,849 | $240.1K | 0.01% | +5,849 | New |
| Allen Capital Group, LLC | 5,853 | $240.3K | 0.02% | +5,853 | New |
| Parkshore Wealth Management, Inc. | 5,853 | $240.3K | 0.08% | −5−0.1% | Reduced |
| Capital Square, LLC | 5,292 | $240.4K | 0.11% | +5,292 | New |
| Holistic Planning, LLC | 5,863 | $240.7K | 0.05% | −151−2.5% | Reduced |
| Cornerstone Select Advisors, LLC | 5,865 | $240.8K | 0.15% | 00.0% | Unchanged |
| Little House Capital LLC | 5,872 | $241.0K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,873 | $241.1K | 0.02% | −77−1.3% | Reduced |
| RD Lewis Holdings, Inc. | 5,677 | $241.2K | 0.21% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,919 | $243.0K | 0.02% | −3,691−38.4% | Reduced |
| SeaCrest Wealth Management, LLC | 5,953 | $244.4K | 0.03% | −124−2.0% | Reduced |
| Rosenberg Matthew Hamilton | 5,962 | $244.7K | 0.05% | +652+12.3% | Added |
| HBW Advisory Services LLC | 5,987 | $245.8K | 0.03% | +5,987 | New |
| Curran Financial Partners, LLC | 5,997 | $246.2K | 0.04% | −669−10.0% | Reduced |
| Capital Investment Counsel, Inc | 6,000 | $246.3K | 0.03% | −1,926−24.3% | Reduced |
| Borer Denton & Associates, Inc. | 6,000 | $246.3K | 0.09% | −1,500−20.0% | Reduced |
| ARS Investment Partners, LLC | 6,000 | $246.3K | 0.01% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 6,000 | $246.3K | 0.08% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,005 | $246.5K | 0.02% | −206−3.3% | Reduced |
| Barr E S & Co | 6,007 | $246.6K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6,017 | $247.0K | 0.01% | +122+2.1% | Added |
| MCF Advisors LLC | 6,026 | $247.4K | 0.01% | −4,116−40.6% | Reduced |
| Emerald Advisors, LLC | 6,035 | $247.7K | 0.03% | −24−0.4% | Reduced |
| Roberts Glore & Co Inc | 6,042 | $248.0K | 0.07% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 6,053 | $248.5K | 0.10% | −1,350−18.2% | Reduced |
| Braun-Bostich & Associates Inc. | 6,069 | $249.1K | 0.16% | −25−0.4% | Reduced |
| Finward Bancorp | 6,072 | $249.3K | 0.20% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 6,088 | $249.9K | 0.08% | +279+4.8% | Added |
| Centiva Capital, LP | 6,112 | $250.9K | 0.01% | +6,112 | New |
| Biltmore Family Office, LLC | 6,114 | $251.0K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 6,124 | $251.4K | 0.05% | −6,817−52.7% | Reduced |
| IFG Advisors, LLC | 6,126 | $251.5K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,070 | $251.5K | 0.01% | −3,618−37.3% | Reduced |
| Defiance ETFs, LLC | 6,134 | $251.8K | 0.00% | +6,134 | New |
| Massmutual Trust Co FSB | 6,137 | $251.9K | 0.01% | −20.0% | Reduced |
| Madison Asset Management, LLC | 6,188 | $254.0K | 0.00% | 00.0% | Unchanged |
| FC Advisory LLC | 6,191 | $254.1K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6,233 | $255.9K | 0.03% | +1,304+26.5% | Added |
| Heritage Trust Co | 6,235 | $255.9K | 0.03% | −87−1.4% | Reduced |
| Front Row Advisors LLC | 6,240 | $256.2K | 0.09% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,241 | $256.2K | 0.04% | −37−0.6% | Reduced |
| Generation Capital Management LLC | 6,256 | $256.8K | 0.19% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,274 | $257.5K | 0.03% | −21−0.3% | Reduced |
| Country Trust Bank | 6,300 | $258.6K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,302 | $258.7K | 0.02% | +6,302 | New |
| Beaton Management Co. Inc. | 6,315 | $259.0K | 0.12% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 6,320 | $259.4K | 0.17% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 6,320 | $259.5K | 0.09% | +37+0.6% | Added |
| RMB Capital Management, LLC | 6,327 | $259.7K | 0.00% | −407−6.0% | Reduced |
| WealthPoint Financial, LLC | 6,334 | $260.0K | 0.22% | −441−6.5% | Reduced |
| Riverview Trust Co | 6,336 | $260.1K | 0.32% | +4,461+237.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 6,347 | $260.5K | 0.02% | +22+0.3% | Added |
| Fortress Private Ledger, LLC | 6,382 | $262.0K | 0.08% | +49+0.8% | Added |
| Optivise Advisory Services LLC | 6,412 | $263.2K | 0.16% | +481+8.1% | Added |
| Quantum Financial Advisors, LLC | 6,418 | $263.5K | 0.03% | −10.0% | Reduced |
| BCS Wealth Management | 6,418 | $263.5K | 0.05% | −3,178−33.1% | Reduced |
| Kathmere Capital Management, LLC | 6,419 | $263.5K | 0.02% | +6,419 | New |
| Lakeridge Wealth Management LLC | 6,419 | $263.5K | 0.11% | +76+1.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,431 | $264.0K | 0.11% | +4+0.1% | Added |
| Fusion Capital, LLC | 6,439 | $264.3K | 0.07% | +6+0.1% | Added |
| ZWJ Investment Counsel Inc | 6,460 | $265.2K | 0.01% | +138+2.2% | Added |
| Trust Co of Toledo NA | 6,507 | $267.1K | 0.03% | +147+2.3% | Added |
| Strategic Equity Management | 6,518 | $267.6K | 0.10% | −39−0.6% | Reduced |
| Moneywise, Inc. | 6,518 | $267.6K | 0.12% | 00.0% | Unchanged |
| Norris Perne & French LLP | 6,550 | $268.9K | 0.01% | −3,030−31.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,553 | $269.0K | 0.05% | +69+1.1% | Added |
| Fundamentun, LLC | 6,556 | $269.1K | 0.01% | +38+0.6% | Added |
| Holistic Financial Partners | 6,569 | $269.7K | 0.10% | +122+1.9% | Added |
| Access Financial Services, Inc. | 6,570 | $269.7K | 0.10% | +6,570 | New |
| Rothschild Investment LLC | 6,595 | $270.7K | 0.01% | −746−10.2% | Reduced |
| Simplicity Wealth,LLC | 6,615 | $271.5K | 0.02% | +984+17.5% | Added |
| Polaris Investment Advisors, LLC | 6,624 | $271.9K | 0.20% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 6,625 | $272.0K | 0.12% | +331+5.3% | Added |
| Fukoku Mutual Life Insurance Co | 6,638 | $272.5K | 0.02% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 6,642 | $272.7K | 0.05% | +507+8.3% | Added |
| Boyd Watterson Asset Management LLC | 6,651 | $273.0K | 0.08% | −3,005−31.1% | Reduced |
| 55 North Private Wealth, LLC | 6,670 | $273.8K | 0.07% | +417+6.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 6,673 | $273.9K | 0.07% | +245+3.8% | Added |
| Calton & Associates, Inc. | 6,680 | $274.2K | 0.04% | +938+16.3% | Added |
| Novem Group | 6,694 | $274.8K | 0.03% | −69−1.0% | Reduced |
| Birch Hill Investment Advisors LLC | 6,700 | $275.0K | 0.01% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 6,703 | $275.2K | 0.16% | +900+15.5% | Added |