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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 15,468 | $635.0K | 0.07% | −22−0.1% | Reduced |
| DRW Securities, LLC | 15,442 | $632.9K | 0.03% | +4,409+40.0% | Added |
| Navigation Group, LLC | 15,411 | $632.6K | 0.15% | +15,411 | New |
| Aprio Wealth Management, LLC | 15,347 | $630.0K | 0.03% | +1,234+8.7% | Added |
| Gibraltar Capital Management, Inc. | 15,185 | $623.4K | 0.11% | −3,660−19.4% | Reduced |
| Waters Parkerson & Co., LLC | 15,162 | $622.4K | 0.03% | −28,350−65.2% | Reduced |
| Black Diamond Financial, LLC | 15,147 | $621.8K | 0.07% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,145 | $621.7K | 0.11% | −66−0.4% | Reduced |
| Tributary Capital Management, LLC | 15,100 | $619.9K | 0.06% | −300−1.9% | Reduced |
| First Financial Bankshares Inc | 15,056 | $618.0K | 0.01% | −269−1.8% | Reduced |
| Lee Johnson Capital Management, LLC | 15,014 | $616.3K | 0.22% | +176+1.2% | Added |
| GM Advisory Group, Inc. | 14,989 | $615.3K | 0.02% | +189+1.3% | Added |
| McKinley Carter Wealth Services, Inc. | 14,943 | $613.4K | 0.04% | −378−2.5% | Reduced |
| Tritonpoint Wealth, LLC | 14,914 | $612.2K | 0.07% | −50−0.3% | Reduced |
| Magnolia Capital Management Ltd | 14,895 | $611.0K | 0.41% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 14,048 | $606.6K | 0.01% | +918+7.0% | Added |
| Harbor Group, Inc. | 14,685 | $602.8K | 0.09% | +31+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 14,508 | $595.5K | 0.01% | +261+1.8% | Added |
| Trust Point Inc. | 14,502 | $595.3K | 0.05% | +4,445+44.2% | Added |
| Resources Management Corp | 14,464 | $594.0K | 0.08% | −50−0.3% | Reduced |
| Sendero Wealth Management, LLC | 14,400 | $591.1K | 0.07% | −16−0.1% | Reduced |
| PFG Advisors | 14,378 | $590.2K | 0.03% | +7,748+116.9% | Added |
| Pure Financial Advisors, Inc. | 14,365 | $589.7K | 0.01% | +396+2.8% | Added |
| Blackhawk Capital Partners LLC. | 14,339 | $588.6K | 0.22% | −383−2.6% | Reduced |
| Canal Capital Management, LLC | 14,224 | $583.9K | 0.08% | +30+0.2% | Added |
| Evercore Wealth Management, LLC | 14,222 | $583.8K | 0.01% | −276−1.9% | Reduced |
| SHUTTLEWORTH & Co | 14,173 | $581.8K | 0.53% | −240−1.7% | Reduced |
| Goldenstone Wealth Management LLC | 14,172 | $581.8K | 0.42% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 14,167 | $581.6K | 0.02% | +333+2.4% | Added |
| Everett Harris & Co | 14,159 | $581.2K | 0.01% | +927+7.0% | Added |
| Pallas Capital Advisors LLC | 14,157 | $581.1K | 0.02% | −576−3.9% | Reduced |
| Howard Bailey Securities, LLC | 14,156 | $581.1K | 0.24% | +50.0% | Added |
| Crescent Sterling, Ltd. | 14,100 | $578.8K | 0.56% | −300−2.1% | Reduced |
| Coastline Trust Co | 14,092 | $578.5K | 0.06% | −12,000−46.0% | Reduced |
| Tudor Financial Inc. | 14,066 | $577.4K | 0.30% | 00.0% | Unchanged |
| Marble Wealth, LLC | 14,050 | $576.7K | 0.10% | −2,735−16.3% | Reduced |
| Journey Strategic Wealth LLC | 14,030 | $575.9K | 0.01% | +4,728+50.8% | Added |
| Harvey Investment Co LLC | 13,986 | $574.0K | 0.06% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 13,971 | $573.5K | 0.07% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 13,942 | $572.3K | 0.03% | +90+0.6% | Added |
| Roof Eidam & Maycock | 13,941 | $572.3K | 0.13% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 13,902 | $570.7K | 0.02% | −257−1.8% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 13,853 | $568.7K | 0.04% | +13,853 | New |
| Bryn Mawr Trust Co | 13,822 | $567.4K | 0.01% | −666−4.6% | Reduced |
| Candriam Luxembourg S.C.A. | 13,818 | $567.2K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 13,800 | $566.5K | 0.09% | −60−0.4% | Reduced |
| GTS Securities LLC | 13,781 | $565.7K | 0.02% | −6,176−30.9% | Reduced |
| Savvy Advisors, Inc. | 13,774 | $565.4K | 0.02% | +2,976+27.6% | Added |
| Vista Investment Partners II, LLC | 13,516 | $554.9K | 0.25% | +10.0% | Added |
| RKL Wealth Management LLC | 13,514 | $554.8K | 0.05% | −180−1.3% | Reduced |
| Marathon Capital Management | 13,491 | $553.8K | 0.12% | −57−0.4% | Reduced |
| Smithbridge Asset Management Inc | 13,427 | $551.2K | 0.08% | +4,573+51.6% | Added |
| North Forty Two & Co. | 13,420 | $550.9K | 0.51% | −100−0.7% | Reduced |
| Mindset Wealth Management, LLC | 13,412 | $550.6K | 0.15% | −600−4.3% | Reduced |
| Holderness Investments Co | 13,407 | $550.4K | 0.11% | −117−0.9% | Reduced |
| Advisory Advocates, LLC | 13,387 | $549.5K | 0.56% | 00.0% | Unchanged |
| Wendell David Associates Inc | 13,368 | $549.0K | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 13,341 | $547.7K | 0.12% | +836+6.7% | Added |
| Frisch Financial Group, Inc. | 13,295 | $545.8K | 0.11% | −765−5.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 13,282 | $545.2K | 0.16% | +47+0.4% | Added |
| Rede Wealth, LLC | 13,268 | $544.6K | 0.20% | 00.0% | Unchanged |
| Central Bank & Trust Co | 13,191 | $541.5K | 0.09% | +13,191 | New |
| Lecap Asset Management Ltd | 13,141 | $539.4K | 0.20% | +13,141 | New |
| Piscataqua Savings Bank | 13,121 | $538.5K | 0.38% | −1,000−7.1% | Reduced |
| NBT Bank N A | 13,107 | $538.0K | 0.04% | +25+0.2% | Added |
| WNY Asset Management, LLC | 13,077 | $536.8K | 0.06% | +13,077 | New |
| RCS Financial Planning, LLC | 13,050 | $535.7K | 0.28% | −140−1.1% | Reduced |
| TrustWell Financial Advisors, LLC | 12,937 | $531.1K | 0.50% | −1,302−9.1% | Reduced |
| Means Investment Co., Inc. | 12,903 | $529.7K | 0.05% | +50.0% | Added |
| Register Financial Advisors LLC | 12,894 | $529.3K | 0.20% | 00.0% | Unchanged |
| Clarendon Private LLC | 12,893 | $529.2K | 0.41% | +2,766+27.3% | Added |
| Cyndeo Wealth Partners, LLC | 12,887 | $529.0K | 0.03% | +119+0.9% | Added |
| Secure Asset Management, LLC | 12,837 | $526.9K | 0.08% | −72−0.6% | Reduced |
| Gables Capital Management Inc. | 12,800 | $525.4K | 0.22% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,673 | $520.2K | 0.01% | +357+2.9% | Added |
| Becker Capital Management Inc | 12,658 | $519.6K | 0.02% | −57−0.4% | Reduced |
| Smith Partners Wealth Management, LLC | 12,644 | $519.0K | 0.46% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 11,405 | $518.5K | 0.11% | +20.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,608 | $517.6K | 0.15% | +12,608 | New |
| Alpha Omega Wealth Management LLC | 12,575 | $516.2K | 0.08% | −900−6.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 17,534 | $516.0K | 0.17% | +17,534 | New |
| Montag A & Associates Inc | 12,525 | $514.2K | 0.02% | +2,000+19.0% | Added |
| Hartree Partners, LP | 12,500 | $513.1K | 0.11% | +12,500 | New |
| Cornerstone Wealth Management, LLC | 12,463 | $511.6K | 0.03% | −177−1.4% | Reduced |
| Platform Technology Partners | 12,462 | $511.6K | 0.10% | +367+3.0% | Added |
| Silver Oak Advisory Group, Inc. | 12,376 | $508.0K | 0.22% | −1,516−10.9% | Reduced |
| Patton Albertson Miller Group, LLC | 12,367 | $507.6K | 0.06% | −308−2.4% | Reduced |
| Avestar Capital, LLC | 12,353 | $507.1K | 0.03% | +701+6.0% | Added |
| Blue Bell Private Wealth Management, LLC | 12,342 | $506.6K | 0.07% | −570−4.4% | Reduced |
| Abacus Wealth Partners, LLC | 12,325 | $505.9K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 12,310 | $505.3K | 0.04% | −180−1.4% | Reduced |
| McLean Asset Management Corp | 12,291 | $504.6K | 0.09% | +17+0.1% | Added |
| Financial Network Wealth Management LLC | 12,300 | $504.0K | 0.16% | 00.0% | Unchanged |
| Alpha Family Trust | 12,270 | $503.7K | 0.24% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 12,236 | $502.3K | 0.11% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 12,201 | $500.9K | 0.01% | −120−1.0% | Reduced |
| Alteri Wealth LLC | 12,160 | $499.2K | 0.16% | −1,573−11.5% | Reduced |
| Truvestments Capital LLC | 12,151 | $498.8K | 0.09% | +6,883+130.7% | Added |
| Diversified Trust Co | 12,135 | $498.1K | 0.01% | +408+3.5% | Added |
| Trustmark National Bank Trust Department | 12,131 | $498.0K | 0.03% | 00.0% | Unchanged |