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 |
|---|---|---|---|---|---|
| First Horizon Corp | 8,093 | $332.2K | 0.01% | +162+2.0% | Added |
| Indivisible Partners | 8,098 | $332.4K | 0.03% | +5+0.1% | Added |
| Legacy Edge Advisors, LLC | 8,100 | $332.5K | 0.03% | −15−0.2% | Reduced |
| Southland Equity Partners LLC | 8,108 | $332.8K | 0.06% | +330+4.2% | Added |
| Northwest Bancshares, Inc. | 8,174 | $335.5K | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 8,201 | $336.6K | 0.05% | +2,653+47.8% | Added |
| Bridgewealth Advisory Group, LLC | 8,244 | $338.4K | 0.07% | +13+0.2% | Added |
| Viawealth, LLC | 8,271 | $339.5K | 0.19% | −168−2.0% | Reduced |
| Simmons Bank | 8,299 | $340.7K | 0.02% | −397−4.6% | Reduced |
| Coastal Bridge Advisors, LLC | 8,326 | $341.8K | 0.02% | −141−1.7% | Reduced |
| Collective Family Office LLC | 8,327 | $341.8K | 0.08% | −665−7.4% | Reduced |
| CGC Financial Services, LLC | 8,332 | $342.0K | 0.10% | +10.0% | Added |
| Limestone Investment Advisors LP | 8,350 | $342.8K | 0.17% | +8,350 | New |
| Bill Few Associates, Inc. | 8,368 | $343.5K | 0.08% | +80+1.0% | Added |
| Baker Tilly Wealth Management, LLC | 8,373 | $343.7K | 0.08% | +1,209+16.9% | Added |
| Alhambra Investment Partners LLC | 8,374 | $343.8K | 0.16% | 00.0% | Unchanged |
| Mascagni Wealth Management, Inc. | 8,398 | $344.7K | 0.25% | +11+0.1% | Added |
| Cozad Asset Management Inc | 8,405 | $345.0K | 0.03% | +896+11.9% | Added |
| Tiemann Investment Advisors, LLC | 8,410 | $345.2K | 0.14% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 8,452 | $347.0K | 0.10% | −14,247−62.8% | Reduced |
| Compass Financial Group, INC | 8,457 | $347.2K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 8,470 | $347.7K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 8,521 | $349.8K | 0.05% | +8,521 | New |
| EFG International AG | 8,536 | $350.6K | 0.01% | −23,452−73.3% | Reduced |
| North Star Investment Management Corp. | 8,542 | $350.7K | 0.02% | −40.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 8,549 | $350.9K | 0.06% | −2,710−24.1% | Reduced |
| King Luther Capital Management Corp | 8,554 | $351.1K | 0.00% | +881+11.5% | Added |
| Lake Street Financial LLC | 8,558 | $351.3K | 0.04% | −162−1.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,590 | $352.6K | 0.02% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 8,632 | $354.4K | 0.49% | −30.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,665 | $355.7K | 0.01% | +525+6.4% | Added |
| Alchemi Wealth, LLC | 8,717 | $357.9K | 0.20% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 8,718 | $357.9K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 8,740 | $358.8K | 0.24% | +91+1.1% | Added |
| Evermay Wealth Management LLC | 8,768 | $359.9K | 0.04% | −62−0.7% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $360.6K | 0.07% | 00.0% | Unchanged |
| Lynch & Associates | 8,796 | $361.1K | 0.07% | −504−5.4% | Reduced |
| Verdence Capital Advisors LLC | 8,799 | $361.2K | 0.02% | −558−6.0% | Reduced |
| Eagle Wealth Strategies LLC | 8,800 | $361.2K | 0.16% | +7+0.1% | Added |
| Conning Inc. | 8,811 | $361.7K | 0.01% | −1,234−12.3% | Reduced |
| Connors Investor Services Inc | 8,885 | $364.7K | 0.03% | 00.0% | Unchanged |
| Arch Global Advisors, LLC | 8,894 | $365.1K | 0.19% | +8,894 | New |
| Turtle Creek Wealth Advisors, LLC | 8,909 | $365.7K | 0.03% | +1,204+15.6% | Added |
| Consolidated Planning Corp | 8,946 | $367.2K | 0.06% | +2,997+50.4% | Added |
| Philadelphia Trust Co | 9,000 | $369.0K | 0.03% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 9,000 | $369.0K | 0.11% | 00.0% | Unchanged |
| BXM Wealth LLC | 9,022 | $370.4K | 0.29% | +9,022 | New |
| Kovack Advisors, Inc. | 8,978 | $370.9K | 0.02% | −72−0.8% | Reduced |
| Crestwood Advisors Group LLC | 9,045 | $371.3K | 0.01% | +462+5.4% | Added |
| Relyea Zuckerberg Hanson LLC | 9,057 | $371.8K | 0.04% | −3,361−27.1% | Reduced |
| Ironwood Investment Counsel, LLC | 9,086 | $373.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 9,115 | $374.2K | 0.03% | −1,306−12.5% | Reduced |
| Waterloo Capital, L.P. | 9,127 | $374.7K | 0.03% | +9,127 | New |
| Investor's Fiduciary Advisor Network, LLC | 9,212 | $378.0K | 0.12% | −337−3.5% | Reduced |
| Sittner & Nelson, LLC | 9,261 | $380.2K | 0.14% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 9,269 | $380.5K | 0.01% | −414−4.3% | Reduced |
| Fairfield, Bush & Co. | 9,315 | $382.4K | 0.21% | −2,925−23.9% | Reduced |
| Park Edge Advisors, LLC | 9,332 | $383.1K | 0.09% | −400−4.1% | Reduced |
| OneAscent Financial Services LLC | 9,358 | $384.1K | 0.02% | +2,149+29.8% | Added |
| ABS Direct Equity Fund LLC | 8,600 | $384.6K | 0.29% | +8,600 | New |
| May Hill Capital, LLC | 9,438 | $387.4K | 0.10% | +9,438 | New |
| Flagship Wealth Advisors, LLC | 11,880 | $387.6K | 0.17% | 00.0% | Unchanged |
| Estabrook Capital Management | 9,455 | $388.1K | 0.06% | −50−0.5% | Reduced |
| Ostrum Asset Management | 9,475 | $388.9K | 0.02% | −11,649−55.1% | Reduced |
| Abel Hall, LLC | 9,500 | $390.0K | 0.08% | +1,462+18.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,503 | $390.1K | 0.05% | +13+0.1% | Added |
| Zions Bancorporation, National Association | 9,507 | $390.3K | 0.03% | −8,331−46.7% | Reduced |
| Crews Bank & Trust | 9,509 | $390.3K | 0.06% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 9,537 | $391.5K | 0.12% | +492+5.4% | Added |
| NCM Capital Management, LLC | 9,546 | $391.9K | 0.14% | −2,450−20.4% | Reduced |
| Formidable Asset Management, LLC | 10,810 | $391.9K | 0.06% | +10.0% | Added |
| Larry Mathis Financial Planning, LLC | 9,558 | $392.4K | 0.35% | −244−2.5% | Reduced |
| Exchange Traded Concepts, LLC | 9,606 | $394.3K | 0.00% | −24,864−72.1% | Reduced |
| West Wealth Group, LLC | 9,622 | $395.0K | 0.08% | +34+0.4% | Added |
| Willner & Heller, LLC | 9,628 | $395.2K | 0.29% | −246−2.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 9,630 | $395.3K | 0.17% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 9,650 | $396.1K | 0.09% | −1,380−12.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,718 | $398.9K | 0.00% | +123+1.3% | Added |
| Volterra Technologies LP | 9,735 | $399.6K | 0.28% | +9,735 | New |
| Grimes & Company, Inc. | 9,757 | $400.5K | 0.01% | +435+4.7% | Added |
| Financial Planning Hawaii, Inc. | 9,765 | $400.9K | 0.24% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 9,776 | $401.3K | 0.01% | +95+1.0% | Added |
| Sapient Capital LLC | 9,797 | $402.2K | 0.01% | −2,912−22.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 9,844 | $404.1K | 0.03% | +357+3.8% | Added |
| NBC Securities, Inc. | 9,902 | $406.5K | 0.03% | +5,670+134.0% | Added |
| Latitude Advisors, LLC | 9,910 | $406.8K | 0.19% | −1,168−10.5% | Reduced |
| First National Trust Co | 9,932 | $407.7K | 0.01% | −992−9.1% | Reduced |
| Cove Private Wealth, LLC | 9,948 | $408.4K | 0.09% | +125+1.3% | Added |
| Washington Trust Bank | 9,955 | $408.7K | 0.03% | +9,955 | New |
| Tred Avon Family Wealth, LLC | 10,001 | $410.5K | 0.14% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,023 | $411.4K | 0.18% | −123−1.2% | Reduced |
| L2 Asset Management, LLC | 10,037 | $412.0K | 0.04% | +671+7.2% | Added |
| Capital Asset Advisory Services LLC | 9,478 | $414.3K | 0.02% | −70−0.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 10,101 | $414.6K | 0.05% | +7,320+263.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 10,116 | $415.3K | 0.14% | +29+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 10,011 | $415.3K | 0.01% | −1,503−13.1% | Reduced |
| RIA Advisory Group LLC | 10,143 | $416.4K | 0.10% | +10,143 | New |
| Bucket List Wealth Management, LLC | 10,152 | $416.8K | 0.25% | −73−0.7% | Reduced |
| Armstrong Advisory Group, Inc | 10,170 | $417.5K | 0.03% | −199−1.9% | Reduced |
| Morningstar Investment Management LLC | 10,176 | $417.7K | 0.03% | −48,474−82.6% | Reduced |