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 |
|---|---|---|---|---|---|
| Burling Wealth Partners, LLC | 6,719 | $275.8K | 0.04% | −990−12.8% | Reduced |
| M.E. Allison & Co., Inc. | 6,759 | $277.5K | 0.18% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 6,763 | $277.6K | 0.08% | −413−5.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 6,772 | $278.0K | 0.10% | −160−2.3% | Reduced |
| Middleton & Co Inc | 6,775 | $278.1K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 6,780 | $278.3K | 0.01% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 6,780 | $278.3K | 0.23% | +6,780 | New |
| StoneX Group Inc. | 6,820 | $279.4K | 0.02% | −37,200−84.5% | Reduced |
| Financial Advisory Service, Inc. | 6,807 | $279.4K | 0.02% | −144−2.1% | Reduced |
| Circle Wealth Management, LLC | 6,812 | $279.6K | 0.00% | +6,812 | New |
| Haverford Trust Co | 6,814 | $279.7K | 0.00% | +691+11.3% | Added |
| Master's Wealth Management Inc. | 6,880 | $282.4K | 0.10% | −471−6.4% | Reduced |
| Alta Advisers Ltd | 6,892 | $282.9K | 0.10% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6,897 | $283.1K | 0.03% | +726+11.8% | Added |
| Defender Capital, LLC. | 6,910 | $283.7K | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,937 | $284.8K | 0.04% | −10.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 6,940 | $284.9K | 0.01% | −80−1.1% | Reduced |
| Palacios Wealth Management, LLC | 6,279 | $285.3K | 0.18% | 00.0% | Unchanged |
| Joule Financial, LLC | 6,995 | $287.2K | 0.08% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,998 | $287.3K | 0.04% | +12+0.2% | Added |
| Everpar Advisors LLC | 7,021 | $288.2K | 0.10% | −205−2.8% | Reduced |
| Central Trust Co | 7,033 | $288.7K | 0.01% | −57−0.8% | Reduced |
| Warburton Capital Management, LLC | 6,814 | $289.0K | 0.14% | +322+5.0% | Added |
| Flagship Harbor Advisors, LLC | 7,050 | $289.4K | 0.01% | −264−3.6% | Reduced |
| Signet Financial Management, LLC | 7,053 | $289.5K | 0.03% | −149−2.1% | Reduced |
| Greenwich Wealth Management LLC | 7,076 | $290.0K | 0.01% | +15+0.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 7,065 | $290.0K | 0.01% | −77−1.1% | Reduced |
| Mather Group, LLC. | 7,068 | $290.2K | 0.00% | +355+5.3% | Added |
| Oxford Financial Group Ltd | 7,072 | $290.3K | 0.02% | −699−9.0% | Reduced |
| KCM Investment Advisors LLC | 7,109 | $291.8K | 0.01% | +97+1.4% | Added |
| Salem Investment Counselors Inc | 7,154 | $293.7K | 0.01% | −268−3.6% | Reduced |
| Rock Point Advisors, LLC | 7,200 | $295.6K | 0.08% | 00.0% | Unchanged |
| Cache Advisors, LLC | 7,200 | $295.6K | 0.03% | 00.0% | Unchanged |
| Lee-Kelleher Wealth Management | 7,200 | $295.6K | 0.18% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,207 | $295.8K | 0.02% | +590+8.9% | Added |
| Gradient Investments LLC | 7,232 | $296.9K | 0.00% | +18+0.2% | Added |
| BankChampaign, National Association | 7,240 | $297.2K | 0.29% | +7,240 | New |
| Cornerstone Management, Inc. | 7,262 | $298.1K | 0.05% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,279 | $298.8K | 0.03% | −484−6.2% | Reduced |
| BNC Wealth Management, LLC | 7,284 | $299.0K | 0.08% | 00.0% | Unchanged |
| Farmers National Bank | 7,294 | $299.4K | 0.07% | 00.0% | Unchanged |
| Napier Financial, LLC | 7,294 | $299.4K | 0.07% | +7,294 | New |
| Osmosis Investment Management UK Ltd | 7,329 | $300.9K | 0.01% | +7,329 | New |
| 71 West Capital Partners | 7,361 | $302.2K | 0.01% | +7,361 | New |
| Wealth Effects LLC | 7,366 | $302.4K | 0.11% | +10.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 7,373 | $302.7K | 0.03% | +800+12.2% | Added |
| Ridgewood Investments LLC | 7,397 | $303.7K | 0.12% | +7,397 | New |
| Kestra Investment Management, LLC | 7,408 | $304.1K | 0.01% | +7,408 | New |
| Guardian Wealth Advisors, LLC | 7,412 | $304.3K | 0.02% | +22+0.3% | Added |
| Innovative Asset Advisors Group, LLC | 7,421 | $304.6K | 0.18% | +7,421 | New |
| Resolute Wealth Strategies, LLC | 7,425 | $304.8K | 0.13% | +970+15.0% | Added |
| Berkshire Asset Management LLC | 7,430 | $305.0K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 7,434 | $305.2K | 0.03% | +455+6.5% | Added |
| First Financial Bank - Trust Division | 7,458 | $306.2K | 0.02% | −90−1.2% | Reduced |
| Advyzon Investment Management, LLC | 7,467 | $306.5K | 0.03% | +97+1.3% | Added |
| Quadrant Private Wealth Management, LLC | 7,493 | $307.6K | 0.05% | +197+2.7% | Added |
| HCR Wealth Advisors | 7,493 | $307.6K | 0.03% | +66+0.9% | Added |
| Norway Savings Bank | 7,500 | $307.9K | 0.15% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 7,502 | $308.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 7,531 | $309.1K | 0.08% | +26+0.3% | Added |
| Valley National Advisers Inc | 7,576 | $310.0K | 0.04% | +812+12.0% | Added |
| Verum Partners LLC | 7,557 | $310.2K | 0.06% | +312+4.3% | Added |
| Auxier Asset Management | 7,566 | $310.6K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,567 | $310.6K | 0.02% | +553+7.9% | Added |
| Asset Planning,Inc | 7,574 | $310.9K | 0.22% | +6+0.1% | Added |
| Sentinus, LLC | 7,582 | $311.3K | 0.03% | +7,582 | New |
| Community Trust & Investment Co | 7,596 | $311.8K | 0.02% | −14,949−66.3% | Reduced |
| LMG Wealth Partners, LLC | 7,613 | $312.5K | 0.06% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7,614 | $312.6K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,634 | $313.4K | 0.08% | −1,229−13.9% | Reduced |
| Venturi Wealth Management, LLC | 7,648 | $314.0K | 0.01% | +7,648 | New |
| B&L Asset Management LLC | 7,650 | $314.0K | 0.14% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 7,681 | $315.3K | 0.14% | −706−8.4% | Reduced |
| YHB Investment Advisors, Inc. | 7,683 | $315.4K | 0.02% | −778−9.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 7,712 | $316.6K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7,713 | $316.6K | 0.03% | −881−10.3% | Reduced |
| Scissortail Wealth Management, LLC | 7,733 | $317.4K | 0.06% | −478−5.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,733 | $317.4K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,762 | $318.6K | 0.01% | −743−8.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 7,766 | $318.8K | 0.07% | +36+0.5% | Added |
| Cornerstone Wealth Group, LLC | 7,362 | $319.3K | 0.02% | +442+6.4% | Added |
| Federated Hermes, Inc. | 7,797 | $320.1K | 0.00% | +653+9.1% | Added |
| Integral Investment Advisors, Inc. | 7,800 | $320.2K | 0.08% | 00.0% | Unchanged |
| Exchange Bank | 7,820 | $321.0K | 0.22% | −75−0.9% | Reduced |
| Quotient Wealth Partners, LLC | 7,832 | $321.5K | 0.01% | +477+6.5% | Added |
| Garner Asset Management Corp | 7,834 | $321.6K | 0.13% | −99−1.2% | Reduced |
| Triad Wealth Partners, LLC | 7,860 | $322.6K | 0.03% | +1,854+30.9% | Added |
| Sterling Investment Counsel, LLC | 7,867 | $322.9K | 0.09% | +7,867 | New |
| Baldwin Investment Management, LLC | 7,883 | $323.6K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,909 | $325.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,968 | $327.1K | 0.01% | −192−2.4% | Reduced |
| Continental Investors Services, Inc. | 7,311 | $327.1K | 0.31% | +1,119+18.1% | Added |
| Tyche Wealth Partners LLC | 7,978 | $327.5K | 0.05% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 8,000 | $328.4K | 0.07% | −810−9.2% | Reduced |
| Harold Davidson & Associates Inc. | 8,000 | $328.4K | 0.16% | −400−4.8% | Reduced |
| Claret Asset Management Corp | 8,048 | $330.0K | 0.04% | +10.0% | Added |
| Allegheny Financial Group LTD | 8,056 | $330.7K | 0.04% | −185−2.2% | Reduced |
| PFG Private Wealth Management, LLC | 8,069 | $331.2K | 0.14% | +461+6.1% | Added |
| Red Wave Investments LLC | 8,085 | $331.9K | 0.10% | +1,532+23.4% | Added |
| Odyssean, LLC | 8,090 | $332.1K | 0.12% | +8,090 | New |