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 |
|---|---|---|---|---|---|
| Certified Advisory Corp | 19,322 | $793.2K | 0.07% | +645+3.5% | Added |
| Koshinski Asset Management, Inc. | 19,310 | $792.7K | 0.05% | +1,320+7.3% | Added |
| Taylor Financial Group, Inc. | 19,272 | $791.1K | 0.48% | −1,000−4.9% | Reduced |
| Malaga Cove Capital, LLC | 19,232 | $789.5K | 0.28% | −14−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 19,197 | $788.0K | 0.17% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 19,149 | $786.1K | 0.10% | +203+1.1% | Added |
| Canandaigua National Corp | 19,134 | $785.5K | 0.07% | +19,134 | New |
| Pitcairn Wealth Advisors LLC | 21,600 | $783.0K | 0.07% | 00.0% | Unchanged |
| Landing Point Financial Group, LLC | 19,012 | $780.5K | 0.38% | +35+0.2% | Added |
| HBK Sorce Advisory LLC | 17,324 | $776.6K | 0.02% | +870+5.3% | Added |
| Mayfair Advisory Group, LLC | 18,905 | $776.0K | 0.27% | 00.0% | Unchanged |
| Wedmont Private Capital | 18,317 | $771.9K | 0.02% | +1,845+11.2% | Added |
| Choate Investment Advisors | 18,802 | $771.8K | 0.02% | +523+2.9% | Added |
| Cidel Asset Management Inc | 18,722 | $768.5K | 0.04% | +2,635+16.4% | Added |
| Kapstone Financial Advisors LLC | 18,715 | $768.3K | 0.38% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 18,700 | $767.6K | 0.33% | 00.0% | Unchanged |
| Legacy Financial Independent Advisors LLC | 18,627 | $764.6K | 0.40% | +18,627 | New |
| Fiduciary Family Office, LLC | 18,605 | $763.7K | 0.22% | +6,374+52.1% | Added |
| Investors Asset Management of Georgia Inc | 18,571 | $762.3K | 0.31% | +30.0% | Added |
| Dupree Financial Group, LLC | 18,483 | $758.7K | 0.31% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 18,429 | $756.5K | 0.10% | −304−1.6% | Reduced |
| Arjuna Capital | 18,415 | $755.9K | 0.19% | +443+2.5% | Added |
| Peoples Bank | 18,392 | $755.0K | 0.46% | −151−0.8% | Reduced |
| Klingenstein Fields & Co LP | 18,341 | $752.9K | 0.03% | 00.0% | Unchanged |
| Hara Capital LLC | 18,240 | $748.8K | 0.37% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 17,235 | $746.6K | 0.34% | +267+1.6% | Added |
| Old North State Trust, LLC | 18,157 | $745.0K | 0.44% | +2,127+13.3% | Added |
| Great Valley Advisor Group, Inc. | 18,086 | $742.2K | 0.01% | +494+2.8% | Added |
| Sepio Capital, LP | 18,031 | $740.2K | 0.04% | +92+0.5% | Added |
| Traynor Capital Management, Inc. | 18,593 | $739.5K | 0.04% | −588−3.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 18,000 | $738.9K | 0.05% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 18,000 | $738.9K | 0.14% | +18,000 | New |
| Cigna Investments Inc | 17,912 | $735.0K | 0.11% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 17,841 | $732.4K | 0.15% | −2,037−10.2% | Reduced |
| InvesTrust | 17,835 | $732.1K | 0.31% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 17,799 | $730.6K | 0.00% | −9,854−35.6% | Reduced |
| Frec Markets, Inc. | 17,773 | $729.6K | 0.12% | +8,558+92.9% | Added |
| Parkside Financial Bank & Trust | 17,738 | $728.1K | 0.06% | +23+0.1% | Added |
| Bedel Financial Consulting, Inc. | 17,730 | $727.8K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 17,701 | $726.6K | 0.05% | −206−1.2% | Reduced |
| Verition Fund Management LLC | 17,666 | $725.2K | 0.01% | −495,447−96.6% | Reduced |
| Cullinan Associates Inc | 17,600 | $722.5K | 0.06% | 00.0% | Unchanged |
| Nwam LLC | 17,523 | $719.3K | 0.04% | −39−0.2% | Reduced |
| Indiana Trust & Investment Management CO | 17,514 | $719.0K | 0.22% | −240−1.4% | Reduced |
| Catalyst Financial Partners LLC | 17,500 | $718.4K | 0.08% | −17,762−50.4% | Reduced |
| Nations Financial Group Inc, | 17,491 | $718.0K | 0.04% | +124+0.7% | Added |
| Larson Financial Group LLC | 17,440 | $715.9K | 0.02% | +2,404+16.0% | Added |
| St Germain D J Co Inc | 17,363 | $712.7K | 0.03% | +599+3.6% | Added |
| Tocqueville Asset Management L.P. | 17,352 | $712.3K | 0.01% | −3,600−17.2% | Reduced |
| Boston Trust Walden Corp | 17,315 | $710.8K | 0.01% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 17,212 | $706.5K | 0.19% | +3,903+29.3% | Added |
| HighPoint Advisor Group LLC | 17,190 | $705.6K | 0.03% | −41,378−70.6% | Reduced |
| VestGen Advisors, LLC | 15,816 | $704.3K | 0.02% | +5,251+49.7% | Added |
| Palisade Capital Management LLC | 17,145 | $703.8K | 0.02% | +10,437+155.6% | Added |
| Dorsey & Whitney Trust CO LLC | 17,119 | $702.7K | 0.04% | +298+1.8% | Added |
| USA Financial Portformulas Corp | 17,106 | $702.2K | 0.13% | −9,267−35.1% | Reduced |
| Guyasuta Investment Advisors Inc | 17,100 | $702.0K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 17,046 | $699.7K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 17,033 | $699.2K | 0.38% | −5,323−23.8% | Reduced |
| Smith, Salley & Associates | 17,003 | $698.0K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 16,928 | $694.9K | 0.07% | +464+2.8% | Added |
| Stratos Wealth Advisors, LLC | 16,853 | $691.8K | 0.04% | −2,842−14.4% | Reduced |
| AdvisorNet Financial, Inc | 16,796 | $689.5K | 0.04% | +3,469+26.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,784 | $689.0K | 0.01% | +987+6.2% | Added |
| Dakota Wealth Management | 16,714 | $686.1K | 0.01% | +4,678+38.9% | Added |
| Wright Investors Service Inc | 16,687 | $685.0K | 0.22% | −72−0.4% | Reduced |
| Kozak & Associates, Inc. | 16,134 | $683.3K | 0.13% | −591−3.5% | Reduced |
| Osborne Partners Capital Management, LLC | 16,604 | $681.6K | 0.04% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 16,595 | $681.0K | 0.01% | −48,145−74.4% | Reduced |
| Diversified Enterprises, LLC | 16,581 | $680.6K | 0.04% | +101+0.6% | Added |
| EverSource Wealth Advisors, LLC | 16,559 | $679.7K | 0.02% | +3,097+23.0% | Added |
| Mason & Associates, LLC | 16,521 | $678.2K | 0.16% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 16,477 | $676.4K | 0.02% | −307−1.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,446 | $675.1K | 0.07% | +50.0% | Added |
| Thompson Siegel & Walmsley LLC | 16,413 | $674.0K | 0.01% | −20−0.1% | Reduced |
| PDS Planning, Inc | 16,401 | $673.3K | 0.04% | +680+4.3% | Added |
| Chesley Taft & Associates LLC | 16,399 | $673.2K | 0.03% | −1,000−5.7% | Reduced |
| ABN AMRO Bank N.V. | 16,275 | $671.1K | 0.01% | 00.0% | Unchanged |
| Oasis Advisors, LLC | 16,276 | $668.4K | 0.13% | +16,276 | New |
| Paradigm Financial Partners, LLC | 16,277 | $668.2K | 0.12% | −1,205−6.9% | Reduced |
| Ledyard National Bank | 16,261 | $667.5K | 0.06% | −1,378−7.8% | Reduced |
| Krilogy Financial LLC | 15,580 | $665.6K | 0.02% | +1,186+8.2% | Added |
| Intellectus Partners, LLC | 16,105 | $661.1K | 0.13% | −31,512−66.2% | Reduced |
| Daymark Wealth Partners, LLC | 16,059 | $659.2K | 0.02% | −10,140−38.7% | Reduced |
| WCG Wealth Advisors LLC | 16,035 | $658.2K | 0.02% | +923+6.1% | Added |
| Bigelow Investment Advisors, LLC | 16,026 | $657.9K | 0.26% | −40−0.2% | Reduced |
| Charles Schwab Trust Co | 15,977 | $655.9K | 0.04% | −3,446−17.7% | Reduced |
| Financial Consulate, Inc | 15,956 | $655.0K | 0.08% | +81+0.5% | Added |
| Level Four Advisory Services, LLC | 15,913 | $653.3K | 0.02% | +237+1.5% | Added |
| Joel Isaacson & Co., LLC | 15,908 | $653.0K | 0.02% | +15+0.1% | Added |
| Bailard, Inc. | 15,867 | $651.4K | 0.01% | −587−3.6% | Reduced |
| Benin Management CORP | 15,860 | $651.1K | 0.15% | −4,500−22.1% | Reduced |
| Nexus Investment Management ULC | 15,840 | $650.2K | 0.09% | 00.0% | Unchanged |
| Partners in Financial Planning | 15,816 | $649.2K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,805 | $648.8K | 0.03% | 00.0% | Unchanged |
| Fragasso Group Inc. | 15,633 | $648.5K | 0.04% | +336+2.2% | Added |
| Landscape Capital Management, L.L.C. | 15,695 | $644.3K | 0.04% | +15,695 | New |
| Avantra Family Wealth, Inc. | 15,677 | $643.5K | 0.48% | +2,791+21.7% | Added |
| Greenfield Savings Bank | 15,567 | $639.0K | 0.27% | +235+1.5% | Added |
| CDM Financial Counseling Services, Inc. | 15,503 | $636.4K | 0.61% | 00.0% | Unchanged |