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 |
|---|---|---|---|---|---|
| Brandywine Oak Private Wealth LLC | 12,001 | $492.6K | 0.04% | 00.0% | Unchanged |
| Sageworth Trust Co | 11,997 | $492.5K | 0.02% | +11,997 | New |
| Pines Wealth Management, LLC | 11,994 | $492.4K | 0.16% | +131+1.1% | Added |
| Freestone Capital Holdings, LLC | 11,984 | $491.9K | 0.01% | +11,984 | New |
| Traphagen Investment Advisors LLC | 11,944 | $490.3K | 0.04% | −495−4.0% | Reduced |
| Courier Capital LLC | 11,917 | $489.2K | 0.03% | +10+0.1% | Added |
| Legacy Financial Advisors, Inc. | 11,916 | $489.1K | 0.07% | +3,432+40.5% | Added |
| Adirondack Trust Co | 11,890 | $488.0K | 0.16% | −63−0.5% | Reduced |
| Ausdal Financial Partners, Inc. | 11,830 | $485.6K | 0.02% | −72−0.6% | Reduced |
| Advisors Capital Management, LLC | 11,819 | $485.2K | 0.01% | +687+6.2% | Added |
| Meridian Wealth Management, LLC | 11,785 | $483.8K | 0.02% | +208+1.8% | Added |
| Murphy & Mullick Capital Management Corp | 11,777 | $483.4K | 0.36% | +10.0% | Added |
| AlphaGrep UK Ltd | 11,761 | $482.8K | 0.14% | +2,962+33.7% | Added |
| Capital Advisors Inc | 11,758 | $482.7K | 0.01% | −493−4.0% | Reduced |
| Strategic Financial Services, Inc, | 11,606 | $476.4K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,552 | $474.2K | 0.06% | +38+0.3% | Added |
| Financial Council Asset Management Inc | 11,544 | $473.9K | 0.18% | +750+6.9% | Added |
| Advisor OS, LLC | 11,530 | $473.3K | 0.03% | −23−0.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,525 | $473.1K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 11,520 | $472.9K | 0.06% | +11,520 | New |
| Virtue Capital Management, LLC | 11,883 | $472.6K | 0.07% | +734+6.6% | Added |
| Fulcrum Asset Management LLP | 11,860 | $471.7K | 0.07% | 00.0% | Unchanged |
| Westmount Partners, LLC | 11,420 | $468.8K | 0.12% | +41+0.4% | Added |
| 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 |
| Azzad Asset Management Inc | 11,383 | $467.3K | 0.05% | +11,383 | New |
| Successful Portfolios LLC | 11,675 | $466.4K | 0.26% | −105−0.9% | Reduced |
| Kaydan Wealth Management, Inc. | 11,349 | $465.9K | 0.16% | 00.0% | Unchanged |
| Marion Wealth Management | 11,340 | $465.5K | 0.10% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,333 | $465.2K | 0.02% | −439−3.7% | Reduced |
| Elser Financial Planning, Inc | 11,438 | $465.1K | 0.02% | −46−0.4% | Reduced |
| Matisse Capital | 11,272 | $462.7K | 0.20% | 00.0% | Unchanged |
| Rinkey Investments | 11,240 | $461.4K | 0.12% | +255+2.3% | Added |
| First Nebraska Trust Co | 11,215 | $460.4K | 0.04% | 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 |
| South Shore Capital Advisors | 11,175 | $458.7K | 0.34% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 11,100 | $455.7K | 0.07% | +11,100 | New |
| SCS Capital Management LLC | 11,089 | $455.2K | 0.00% | +11,089 | New |
| Lighthouse Investment Partners, LLC | 11,063 | $454.1K | 0.02% | −736,569−98.5% | Reduced |
| Tufton Capital Management | 11,072 | $454.0K | 0.08% | +132+1.2% | Added |
| Angeles Wealth Management, LLC | 11,048 | $453.5K | 0.02% | +1,941+21.3% | Added |
| EJMK Ventures LLC | 11,042 | $453.3K | 0.25% | +744+7.2% | Added |
| Thoroughbred Financial Services, LLC | 11,043 | $453.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11,020 | $452.4K | 0.09% | 00.0% | Unchanged |
| Kitching Partners, LLC | 11,014 | $452.1K | 0.42% | +39+0.4% | Added |
| Fort Sheridan Advisors LLC | 11,007 | $451.8K | 0.05% | +3,807+52.9% | Added |
| Westbourne Investment Advisors, Inc. | 11,000 | $451.6K | 0.13% | −175−1.6% | Reduced |
| Steinberganna Wealth Management | 10,997 | $451.4K | 0.22% | +27+0.2% | Added |
| Kinloch Capital, LLC | 10,947 | $449.4K | 0.18% | 00.0% | Unchanged |
| Old Port Advisors | 10,930 | $448.7K | 0.10% | +1,358+14.2% | Added |
| Montecito Bank & Trust | 10,912 | $447.9K | 0.07% | −459−4.0% | Reduced |
| AlphaCore Capital LLC | 10,896 | $447.3K | 0.01% | +1,056+10.7% | Added |
| Caitlin John, LLC | 10,875 | $446.4K | 0.27% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,864 | $445.9K | 0.01% | +72+0.7% | Added |
| Basecamp Wealth Advisors LLC | 10,828 | $444.5K | 0.09% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 10,807 | $443.6K | 0.12% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 10,800 | $443.3K | 0.09% | +3,037+39.1% | Added |
| Silver Oak Securities, Inc | 10,764 | $441.9K | 0.03% | +61+0.6% | Added |
| Key Client Fiduciary Advisors, LLC | 10,700 | $439.2K | 0.15% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10,559 | $437.6K | 0.09% | +9,835+1,358.4% | Added |
| SkyOak Wealth, LLC | 10,650 | $437.2K | 0.08% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 10,645 | $437.0K | 0.06% | −4,279−28.7% | Reduced |
| RCW Management, LLC | 10,575 | $434.1K | 0.44% | −720−6.4% | Reduced |
| High Net Worth Advisory Group LLC | 10,522 | $431.9K | 0.10% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10,518 | $431.0K | 0.13% | +10.0% | Added |
| VSM Wealth Advisory, LLC | 10,392 | $426.6K | 0.13% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,390 | $426.5K | 0.02% | +429+4.3% | Added |
| Argentarii, LLC | 10,383 | $426.2K | 0.15% | +1,419+15.8% | Added |
| Raleigh Capital Management Inc. | 10,373 | $425.8K | 0.15% | +40.0% | Added |
| Shepherd Street Advisors LLC | 10,313 | $423.3K | 0.42% | −645−5.9% | Reduced |
| Fagan Associates, Inc. | 10,300 | $422.8K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 10,261 | $421.2K | 0.04% | +789+8.3% | Added |
| Ameritas Advisory Services, LLC | 10,241 | $420.4K | 0.02% | −662−6.1% | Reduced |
| Symmetry Partners, LLC | 10,201 | $418.7K | 0.02% | +10,201 | New |
| Peregrine Asset Advisers, Inc. | 10,200 | $418.7K | 0.11% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 10,176 | $417.7K | 0.03% | −48,474−82.6% | Reduced |
| Armstrong Advisory Group, Inc | 10,170 | $417.5K | 0.03% | −199−1.9% | Reduced |
| Bucket List Wealth Management, LLC | 10,152 | $416.8K | 0.25% | −73−0.7% | Reduced |
| RIA Advisory Group LLC | 10,143 | $416.4K | 0.10% | +10,143 | New |
| Whittier Trust Co of Nevada Inc | 10,011 | $415.3K | 0.01% | −1,503−13.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 10,116 | $415.3K | 0.14% | +29+0.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 10,101 | $414.6K | 0.05% | +7,320+263.2% | Added |
| Capital Asset Advisory Services LLC | 9,478 | $414.3K | 0.02% | −70−0.7% | Reduced |
| L2 Asset Management, LLC | 10,037 | $412.0K | 0.04% | +671+7.2% | Added |
| Pavion Blue Capital, LLC | 10,023 | $411.4K | 0.18% | −123−1.2% | Reduced |
| Tred Avon Family Wealth, LLC | 10,001 | $410.5K | 0.14% | 00.0% | Unchanged |
| Washington Trust Bank | 9,955 | $408.7K | 0.03% | +9,955 | New |
| Cove Private Wealth, LLC | 9,948 | $408.4K | 0.09% | +125+1.3% | Added |
| First National Trust Co | 9,932 | $407.7K | 0.01% | −992−9.1% | Reduced |
| Latitude Advisors, LLC | 9,910 | $406.8K | 0.19% | −1,168−10.5% | Reduced |
| NBC Securities, Inc. | 9,902 | $406.5K | 0.03% | +5,670+134.0% | Added |
| ARS Wealth Advisors Group, LLC | 9,844 | $404.1K | 0.03% | +357+3.8% | Added |
| Sapient Capital LLC | 9,797 | $402.2K | 0.01% | −2,912−22.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 9,776 | $401.3K | 0.01% | +95+1.0% | Added |
| Financial Planning Hawaii, Inc. | 9,765 | $400.9K | 0.24% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,757 | $400.5K | 0.01% | +435+4.7% | Added |
| Volterra Technologies LP | 9,735 | $399.6K | 0.28% | +9,735 | New |
| Cullen/Frost Bankers, Inc. | 9,718 | $398.9K | 0.00% | +123+1.3% | Added |
| Whitener Capital Management, Inc. | 9,650 | $396.1K | 0.09% | −1,380−12.5% | Reduced |