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 |
|---|---|---|---|---|---|
| Armstrong, Fleming & Moore, Inc | 9,630 | $395.3K | 0.17% | 00.0% | Unchanged |
| Willner & Heller, LLC | 9,628 | $395.2K | 0.29% | −246−2.5% | Reduced |
| West Wealth Group, LLC | 9,622 | $395.0K | 0.08% | +34+0.4% | Added |
| Exchange Traded Concepts, LLC | 9,606 | $394.3K | 0.00% | −24,864−72.1% | Reduced |
| Larry Mathis Financial Planning, LLC | 9,558 | $392.4K | 0.35% | −244−2.5% | Reduced |
| Formidable Asset Management, LLC | 10,810 | $391.9K | 0.06% | +10.0% | Added |
| NCM Capital Management, LLC | 9,546 | $391.9K | 0.14% | −2,450−20.4% | Reduced |
| Sagewood Asset Management LP | 9,537 | $391.5K | 0.12% | +492+5.4% | Added |
| Crews Bank & Trust | 9,509 | $390.3K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 9,507 | $390.3K | 0.03% | −8,331−46.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,503 | $390.1K | 0.05% | +13+0.1% | Added |
| Abel Hall, LLC | 9,500 | $390.0K | 0.08% | +1,462+18.2% | Added |
| Ostrum Asset Management | 9,475 | $388.9K | 0.02% | −11,649−55.1% | Reduced |
| Estabrook Capital Management | 9,455 | $388.1K | 0.06% | −50−0.5% | Reduced |
| Flagship Wealth Advisors, LLC | 11,880 | $387.6K | 0.17% | 00.0% | Unchanged |
| May Hill Capital, LLC | 9,438 | $387.4K | 0.10% | +9,438 | New |
| ABS Direct Equity Fund LLC | 8,600 | $384.6K | 0.29% | +8,600 | New |
| OneAscent Financial Services LLC | 9,358 | $384.1K | 0.02% | +2,149+29.8% | Added |
| Park Edge Advisors, LLC | 9,332 | $383.1K | 0.09% | −400−4.1% | Reduced |
| Fairfield, Bush & Co. | 9,315 | $382.4K | 0.21% | −2,925−23.9% | Reduced |
| Integrity Alliance, LLC. | 9,269 | $380.5K | 0.01% | −414−4.3% | Reduced |
| Sittner & Nelson, LLC | 9,261 | $380.2K | 0.14% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 9,212 | $378.0K | 0.12% | −337−3.5% | Reduced |
| Waterloo Capital, L.P. | 9,127 | $374.7K | 0.03% | +9,127 | New |
| JNBA Financial Advisors | 9,115 | $374.2K | 0.03% | −1,306−12.5% | Reduced |
| Ironwood Investment Counsel, LLC | 9,086 | $373.0K | 0.05% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 9,057 | $371.8K | 0.04% | −3,361−27.1% | Reduced |
| Crestwood Advisors Group LLC | 9,045 | $371.3K | 0.01% | +462+5.4% | Added |
| Kovack Advisors, Inc. | 8,978 | $370.9K | 0.02% | −72−0.8% | Reduced |
| BXM Wealth LLC | 9,022 | $370.4K | 0.29% | +9,022 | New |
| 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 |
| Consolidated Planning Corp | 8,946 | $367.2K | 0.06% | +2,997+50.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 8,909 | $365.7K | 0.03% | +1,204+15.6% | Added |
| Arch Global Advisors, LLC | 8,894 | $365.1K | 0.19% | +8,894 | New |
| Connors Investor Services Inc | 8,885 | $364.7K | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 8,811 | $361.7K | 0.01% | −1,234−12.3% | Reduced |
| Eagle Wealth Strategies LLC | 8,800 | $361.2K | 0.16% | +7+0.1% | Added |
| Verdence Capital Advisors LLC | 8,799 | $361.2K | 0.02% | −558−6.0% | Reduced |
| Lynch & Associates | 8,796 | $361.1K | 0.07% | −504−5.4% | Reduced |
| Mattern Wealth Management LLC | 8,784 | $360.6K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,768 | $359.9K | 0.04% | −62−0.7% | Reduced |
| Davis Capital Management | 8,740 | $358.8K | 0.24% | +91+1.1% | Added |
| Midland Wealth Advisors LLC | 8,718 | $357.9K | 0.02% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 8,717 | $357.9K | 0.20% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,665 | $355.7K | 0.01% | +525+6.4% | Added |
| Pursuit Wealth Strategies, LLC | 8,632 | $354.4K | 0.49% | −30.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,590 | $352.6K | 0.02% | 00.0% | Unchanged |
| Lake Street Financial LLC | 8,558 | $351.3K | 0.04% | −162−1.9% | Reduced |
| King Luther Capital Management Corp | 8,554 | $351.1K | 0.00% | +881+11.5% | Added |
| Kiley Juergens Wealth Management, LLC | 8,549 | $350.9K | 0.06% | −2,710−24.1% | Reduced |
| North Star Investment Management Corp. | 8,542 | $350.7K | 0.02% | −40.0% | Reduced |
| EFG International AG | 8,536 | $350.6K | 0.01% | −23,452−73.3% | Reduced |
| LexAurum Advisors, LLC | 8,521 | $349.8K | 0.05% | +8,521 | New |
| Live Oak Private Wealth LLC | 8,470 | $347.7K | 0.05% | 00.0% | Unchanged |
| Compass Financial Group, INC | 8,457 | $347.2K | 0.05% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 8,452 | $347.0K | 0.10% | −14,247−62.8% | Reduced |
| Tiemann Investment Advisors, LLC | 8,410 | $345.2K | 0.14% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 8,405 | $345.0K | 0.03% | +896+11.9% | Added |
| Mascagni Wealth Management, Inc. | 8,398 | $344.7K | 0.25% | +11+0.1% | Added |
| Alhambra Investment Partners LLC | 8,374 | $343.8K | 0.16% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 8,373 | $343.7K | 0.08% | +1,209+16.9% | Added |
| Bill Few Associates, Inc. | 8,368 | $343.5K | 0.08% | +80+1.0% | Added |
| Limestone Investment Advisors LP | 8,350 | $342.8K | 0.17% | +8,350 | New |
| CGC Financial Services, LLC | 8,332 | $342.0K | 0.10% | +10.0% | Added |
| Collective Family Office LLC | 8,327 | $341.8K | 0.08% | −665−7.4% | Reduced |
| Coastal Bridge Advisors, LLC | 8,326 | $341.8K | 0.02% | −141−1.7% | Reduced |
| Simmons Bank | 8,299 | $340.7K | 0.02% | −397−4.6% | Reduced |
| Viawealth, LLC | 8,271 | $339.5K | 0.19% | −168−2.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 8,244 | $338.4K | 0.07% | +13+0.2% | Added |
| Personal Cfo Solutions, LLC | 8,201 | $336.6K | 0.05% | +2,653+47.8% | Added |
| Northwest Bancshares, Inc. | 8,174 | $335.5K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 8,108 | $332.8K | 0.06% | +330+4.2% | Added |
| Legacy Edge Advisors, LLC | 8,100 | $332.5K | 0.03% | −15−0.2% | Reduced |
| Indivisible Partners | 8,098 | $332.4K | 0.03% | +5+0.1% | Added |
| First Horizon Corp | 8,093 | $332.2K | 0.01% | +162+2.0% | Added |
| Odyssean, LLC | 8,090 | $332.1K | 0.12% | +8,090 | New |
| Red Wave Investments LLC | 8,085 | $331.9K | 0.10% | +1,532+23.4% | Added |
| PFG Private Wealth Management, LLC | 8,069 | $331.2K | 0.14% | +461+6.1% | Added |
| Allegheny Financial Group LTD | 8,056 | $330.7K | 0.04% | −185−2.2% | Reduced |
| Claret Asset Management Corp | 8,048 | $330.0K | 0.04% | +10.0% | Added |
| Renaissance Investment Group LLC | 8,000 | $328.4K | 0.07% | −810−9.2% | Reduced |
| Harold Davidson & Associates Inc. | 8,000 | $328.4K | 0.16% | −400−4.8% | Reduced |
| Tyche Wealth Partners LLC | 7,978 | $327.5K | 0.05% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 7,311 | $327.1K | 0.31% | +1,119+18.1% | Added |
| Simon Quick Advisors, LLC | 7,968 | $327.1K | 0.01% | −192−2.4% | Reduced |
| Centaurus Financial, Inc. | 7,909 | $325.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,883 | $323.6K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 7,867 | $322.9K | 0.09% | +7,867 | New |
| Triad Wealth Partners, LLC | 7,860 | $322.6K | 0.03% | +1,854+30.9% | Added |
| Garner Asset Management Corp | 7,834 | $321.6K | 0.13% | −99−1.2% | Reduced |
| Quotient Wealth Partners, LLC | 7,832 | $321.5K | 0.01% | +477+6.5% | Added |
| Exchange Bank | 7,820 | $321.0K | 0.22% | −75−0.9% | Reduced |
| Integral Investment Advisors, Inc. | 7,800 | $320.2K | 0.08% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,797 | $320.1K | 0.00% | +653+9.1% | Added |
| Cornerstone Wealth Group, LLC | 7,362 | $319.3K | 0.02% | +442+6.4% | Added |
| Regent Peak Wealth Advisors LLC | 7,766 | $318.8K | 0.07% | +36+0.5% | Added |
| RFG Advisory, LLC | 7,762 | $318.6K | 0.01% | −743−8.7% | Reduced |
| Scissortail Wealth Management, LLC | 7,733 | $317.4K | 0.06% | −478−5.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,733 | $317.4K | 0.05% | 00.0% | Unchanged |