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 |
|---|---|---|---|---|---|
| Peregrine Asset Advisers, Inc. | 10,200 | $418.7K | 0.11% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 10,201 | $418.7K | 0.02% | +10,201 | New |
| Ameritas Advisory Services, LLC | 10,241 | $420.4K | 0.02% | −662−6.1% | Reduced |
| LRI Investments, LLC | 10,261 | $421.2K | 0.04% | +789+8.3% | Added |
| Fagan Associates, Inc. | 10,300 | $422.8K | 0.06% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 10,313 | $423.3K | 0.42% | −645−5.9% | Reduced |
| Raleigh Capital Management Inc. | 10,373 | $425.8K | 0.15% | +40.0% | Added |
| Argentarii, LLC | 10,383 | $426.2K | 0.15% | +1,419+15.8% | Added |
| Money Concepts Capital Corp | 10,390 | $426.5K | 0.02% | +429+4.3% | Added |
| VSM Wealth Advisory, LLC | 10,392 | $426.6K | 0.13% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10,518 | $431.0K | 0.13% | +10.0% | Added |
| High Net Worth Advisory Group LLC | 10,522 | $431.9K | 0.10% | 00.0% | Unchanged |
| RCW Management, LLC | 10,575 | $434.1K | 0.44% | −720−6.4% | Reduced |
| FSM Wealth Advisors, LLC | 10,645 | $437.0K | 0.06% | −4,279−28.7% | Reduced |
| SkyOak Wealth, LLC | 10,650 | $437.2K | 0.08% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10,559 | $437.6K | 0.09% | +9,835+1,358.4% | Added |
| Key Client Fiduciary Advisors, LLC | 10,700 | $439.2K | 0.15% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 10,764 | $441.9K | 0.03% | +61+0.6% | Added |
| CM Wealth Advisors LLC | 10,800 | $443.3K | 0.09% | +3,037+39.1% | Added |
| TriaGen Wealth Management LLC | 10,807 | $443.6K | 0.12% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 10,828 | $444.5K | 0.09% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,864 | $445.9K | 0.01% | +72+0.7% | Added |
| Caitlin John, LLC | 10,875 | $446.4K | 0.27% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 10,896 | $447.3K | 0.01% | +1,056+10.7% | Added |
| Montecito Bank & Trust | 10,912 | $447.9K | 0.07% | −459−4.0% | Reduced |
| Old Port Advisors | 10,930 | $448.7K | 0.10% | +1,358+14.2% | Added |
| Kinloch Capital, LLC | 10,947 | $449.4K | 0.18% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 10,997 | $451.4K | 0.22% | +27+0.2% | Added |
| Westbourne Investment Advisors, Inc. | 11,000 | $451.6K | 0.13% | −175−1.6% | Reduced |
| Fort Sheridan Advisors LLC | 11,007 | $451.8K | 0.05% | +3,807+52.9% | Added |
| Kitching Partners, LLC | 11,014 | $452.1K | 0.42% | +39+0.4% | Added |
| Duncker Streett & Co Inc | 11,020 | $452.4K | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 11,043 | $453.0K | 0.03% | 00.0% | Unchanged |
| EJMK Ventures LLC | 11,042 | $453.3K | 0.25% | +744+7.2% | Added |
| Angeles Wealth Management, LLC | 11,048 | $453.5K | 0.02% | +1,941+21.3% | Added |
| Tufton Capital Management | 11,072 | $454.0K | 0.08% | +132+1.2% | Added |
| Lighthouse Investment Partners, LLC | 11,063 | $454.1K | 0.02% | −736,569−98.5% | Reduced |
| SCS Capital Management LLC | 11,089 | $455.2K | 0.00% | +11,089 | New |
| Triasima Portfolio Management inc. | 11,100 | $455.7K | 0.07% | +11,100 | New |
| South Shore Capital Advisors | 11,175 | $458.7K | 0.34% | 00.0% | Unchanged |
| NTV Asset Management LLC | 11,211 | $460.2K | 0.05% | −14−0.1% | Reduced |
| Eq Wealth Advisors, LLC | 11,211 | $460.2K | 0.27% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,215 | $460.4K | 0.04% | 00.0% | Unchanged |
| Rinkey Investments | 11,240 | $461.4K | 0.12% | +255+2.3% | Added |
| Matisse Capital | 11,272 | $462.7K | 0.20% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 11,438 | $465.1K | 0.02% | −46−0.4% | Reduced |
| Csenge Advisory Group | 11,333 | $465.2K | 0.02% | −439−3.7% | Reduced |
| Marion Wealth Management | 11,340 | $465.5K | 0.10% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 11,349 | $465.9K | 0.16% | 00.0% | Unchanged |
| Successful Portfolios LLC | 11,675 | $466.4K | 0.26% | −105−0.9% | Reduced |
| Azzad Asset Management Inc | 11,383 | $467.3K | 0.05% | +11,383 | New |
| Shufro Rose & Co LLC | 11,400 | $468.0K | 0.03% | 00.0% | Unchanged |
| Papp L Roy & Associates | 11,400 | $468.0K | 0.05% | +2,100+22.6% | Added |
| Westmount Partners, LLC | 11,420 | $468.8K | 0.12% | +41+0.4% | Added |
| Fulcrum Asset Management LLP | 11,860 | $471.7K | 0.07% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 11,883 | $472.6K | 0.07% | +734+6.6% | Added |
| State of Wyoming | 11,520 | $472.9K | 0.06% | +11,520 | New |
| Wealth Alliance Advisory Group, LLC | 11,525 | $473.1K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 11,530 | $473.3K | 0.03% | −23−0.2% | Reduced |
| Financial Council Asset Management Inc | 11,544 | $473.9K | 0.18% | +750+6.9% | Added |
| Mayflower Financial Advisors, LLC | 11,552 | $474.2K | 0.06% | +38+0.3% | Added |
| Strategic Financial Services, Inc, | 11,606 | $476.4K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Inc | 11,758 | $482.7K | 0.01% | −493−4.0% | Reduced |
| AlphaGrep UK Ltd | 11,761 | $482.8K | 0.14% | +2,962+33.7% | Added |
| Murphy & Mullick Capital Management Corp | 11,777 | $483.4K | 0.36% | +10.0% | Added |
| Meridian Wealth Management, LLC | 11,785 | $483.8K | 0.02% | +208+1.8% | Added |
| Advisors Capital Management, LLC | 11,819 | $485.2K | 0.01% | +687+6.2% | Added |
| Ausdal Financial Partners, Inc. | 11,830 | $485.6K | 0.02% | −72−0.6% | Reduced |
| Adirondack Trust Co | 11,890 | $488.0K | 0.16% | −63−0.5% | Reduced |
| Legacy Financial Advisors, Inc. | 11,916 | $489.1K | 0.07% | +3,432+40.5% | Added |
| Courier Capital LLC | 11,917 | $489.2K | 0.03% | +10+0.1% | Added |
| Traphagen Investment Advisors LLC | 11,944 | $490.3K | 0.04% | −495−4.0% | Reduced |
| Freestone Capital Holdings, LLC | 11,984 | $491.9K | 0.01% | +11,984 | New |
| Pines Wealth Management, LLC | 11,994 | $492.4K | 0.16% | +131+1.1% | Added |
| Sageworth Trust Co | 11,997 | $492.5K | 0.02% | +11,997 | New |
| Brandywine Oak Private Wealth LLC | 12,001 | $492.6K | 0.04% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 12,131 | $498.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 12,135 | $498.1K | 0.01% | +408+3.5% | Added |
| Truvestments Capital LLC | 12,151 | $498.8K | 0.09% | +6,883+130.7% | Added |
| Alteri Wealth LLC | 12,160 | $499.2K | 0.16% | −1,573−11.5% | Reduced |
| Avantax Planning Partners, Inc. | 12,201 | $500.9K | 0.01% | −120−1.0% | Reduced |
| Cornerstone Planning, LLC | 12,236 | $502.3K | 0.11% | 00.0% | Unchanged |
| Alpha Family Trust | 12,270 | $503.7K | 0.24% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 12,300 | $504.0K | 0.16% | 00.0% | Unchanged |
| McLean Asset Management Corp | 12,291 | $504.6K | 0.09% | +17+0.1% | Added |
| Bangor Savings Bank | 12,310 | $505.3K | 0.04% | −180−1.4% | Reduced |
| Abacus Wealth Partners, LLC | 12,325 | $505.9K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12,342 | $506.6K | 0.07% | −570−4.4% | Reduced |
| Avestar Capital, LLC | 12,353 | $507.1K | 0.03% | +701+6.0% | Added |
| Patton Albertson Miller Group, LLC | 12,367 | $507.6K | 0.06% | −308−2.4% | Reduced |
| Silver Oak Advisory Group, Inc. | 12,376 | $508.0K | 0.22% | −1,516−10.9% | Reduced |
| Platform Technology Partners | 12,462 | $511.6K | 0.10% | +367+3.0% | Added |
| Cornerstone Wealth Management, LLC | 12,463 | $511.6K | 0.03% | −177−1.4% | Reduced |
| Hartree Partners, LP | 12,500 | $513.1K | 0.11% | +12,500 | New |
| Montag A & Associates Inc | 12,525 | $514.2K | 0.02% | +2,000+19.0% | Added |
| Aster Capital Management (DIFC) Ltd | 17,534 | $516.0K | 0.17% | +17,534 | New |
| Alpha Omega Wealth Management LLC | 12,575 | $516.2K | 0.08% | −900−6.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,608 | $517.6K | 0.15% | +12,608 | New |
| Astoria Portfolio Advisors LLC. | 11,405 | $518.5K | 0.11% | +20.0% | Added |
| Smith Partners Wealth Management, LLC | 12,644 | $519.0K | 0.46% | 00.0% | Unchanged |