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 |
|---|---|---|---|---|---|
| Private Wealth Asset Management, LLC | 7,713 | $316.6K | 0.03% | −881−10.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 7,712 | $316.6K | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 7,683 | $315.4K | 0.02% | −778−9.2% | Reduced |
| Meritas Wealth Management, LLC | 7,681 | $315.3K | 0.14% | −706−8.4% | Reduced |
| B&L Asset Management LLC | 7,650 | $314.0K | 0.14% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,648 | $314.0K | 0.01% | +7,648 | New |
| Syverson Strege & Co | 7,634 | $313.4K | 0.08% | −1,229−13.9% | Reduced |
| Capstone Financial Advisors, Inc. | 7,614 | $312.6K | 0.02% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 7,613 | $312.5K | 0.06% | 00.0% | Unchanged |
| Community Trust & Investment Co | 7,596 | $311.8K | 0.02% | −14,949−66.3% | Reduced |
| Sentinus, LLC | 7,582 | $311.3K | 0.03% | +7,582 | New |
| Asset Planning,Inc | 7,574 | $310.9K | 0.22% | +6+0.1% | Added |
| Strategic Blueprint, LLC | 7,567 | $310.6K | 0.02% | +553+7.9% | Added |
| Auxier Asset Management | 7,566 | $310.6K | 0.04% | 00.0% | Unchanged |
| Verum Partners LLC | 7,557 | $310.2K | 0.06% | +312+4.3% | Added |
| Valley National Advisers Inc | 7,576 | $310.0K | 0.04% | +812+12.0% | Added |
| West Branch Capital LLC | 7,531 | $309.1K | 0.08% | +26+0.3% | Added |
| Hohimer Wealth Management, LLC | 7,502 | $308.0K | 0.04% | 00.0% | Unchanged |
| Norway Savings Bank | 7,500 | $307.9K | 0.15% | 00.0% | Unchanged |
| HCR Wealth Advisors | 7,493 | $307.6K | 0.03% | +66+0.9% | Added |
| Quadrant Private Wealth Management, LLC | 7,493 | $307.6K | 0.05% | +197+2.7% | Added |
| Advyzon Investment Management, LLC | 7,467 | $306.5K | 0.03% | +97+1.3% | Added |
| First Financial Bank - Trust Division | 7,458 | $306.2K | 0.02% | −90−1.2% | Reduced |
| Cooper Financial Group | 7,434 | $305.2K | 0.03% | +455+6.5% | Added |
| Berkshire Asset Management LLC | 7,430 | $305.0K | 0.01% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 7,425 | $304.8K | 0.13% | +970+15.0% | Added |
| Innovative Asset Advisors Group, LLC | 7,421 | $304.6K | 0.18% | +7,421 | New |
| Guardian Wealth Advisors, LLC | 7,412 | $304.3K | 0.02% | +22+0.3% | Added |
| Kestra Investment Management, LLC | 7,408 | $304.1K | 0.01% | +7,408 | New |
| Ridgewood Investments LLC | 7,397 | $303.7K | 0.12% | +7,397 | New |
| MASTERINVEST Kapitalanlage GmbH | 7,373 | $302.7K | 0.03% | +800+12.2% | Added |
| Wealth Effects LLC | 7,366 | $302.4K | 0.11% | +10.0% | Added |
| 71 West Capital Partners | 7,361 | $302.2K | 0.01% | +7,361 | New |
| Osmosis Investment Management UK Ltd | 7,329 | $300.9K | 0.01% | +7,329 | New |
| Farmers National Bank | 7,294 | $299.4K | 0.07% | 00.0% | Unchanged |
| Napier Financial, LLC | 7,294 | $299.4K | 0.07% | +7,294 | New |
| BNC Wealth Management, LLC | 7,284 | $299.0K | 0.08% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,279 | $298.8K | 0.03% | −484−6.2% | Reduced |
| Cornerstone Management, Inc. | 7,262 | $298.1K | 0.05% | 00.0% | Unchanged |
| BankChampaign, National Association | 7,240 | $297.2K | 0.29% | +7,240 | New |
| Gradient Investments LLC | 7,232 | $296.9K | 0.00% | +18+0.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,207 | $295.8K | 0.02% | +590+8.9% | Added |
| Rock Point Advisors, LLC | 7,200 | $295.6K | 0.08% | 00.0% | Unchanged |
| Cache Advisors, LLC | 7,200 | $295.6K | 0.03% | 00.0% | Unchanged |
| Lee-Kelleher Wealth Management | 7,200 | $295.6K | 0.18% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,154 | $293.7K | 0.01% | −268−3.6% | Reduced |
| KCM Investment Advisors LLC | 7,109 | $291.8K | 0.01% | +97+1.4% | Added |
| Oxford Financial Group Ltd | 7,072 | $290.3K | 0.02% | −699−9.0% | Reduced |
| Mather Group, LLC. | 7,068 | $290.2K | 0.00% | +355+5.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 7,065 | $290.0K | 0.01% | −77−1.1% | Reduced |
| Greenwich Wealth Management LLC | 7,076 | $290.0K | 0.01% | +15+0.2% | Added |
| Signet Financial Management, LLC | 7,053 | $289.5K | 0.03% | −149−2.1% | Reduced |
| Flagship Harbor Advisors, LLC | 7,050 | $289.4K | 0.01% | −264−3.6% | Reduced |
| Warburton Capital Management, LLC | 6,814 | $289.0K | 0.14% | +322+5.0% | Added |
| Central Trust Co | 7,033 | $288.7K | 0.01% | −57−0.8% | Reduced |
| Everpar Advisors LLC | 7,021 | $288.2K | 0.10% | −205−2.8% | Reduced |
| Summit Asset Management, LLC | 6,998 | $287.3K | 0.04% | +12+0.2% | Added |
| Joule Financial, LLC | 6,995 | $287.2K | 0.08% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 6,279 | $285.3K | 0.18% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 6,940 | $284.9K | 0.01% | −80−1.1% | Reduced |
| Concord Wealth Partners | 6,937 | $284.8K | 0.04% | −10.0% | Reduced |
| Defender Capital, LLC. | 6,910 | $283.7K | 0.10% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6,897 | $283.1K | 0.03% | +726+11.8% | Added |
| Alta Advisers Ltd | 6,892 | $282.9K | 0.10% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 6,880 | $282.4K | 0.10% | −471−6.4% | Reduced |
| Haverford Trust Co | 6,814 | $279.7K | 0.00% | +691+11.3% | Added |
| Circle Wealth Management, LLC | 6,812 | $279.6K | 0.00% | +6,812 | New |
| Financial Advisory Service, Inc. | 6,807 | $279.4K | 0.02% | −144−2.1% | Reduced |
| StoneX Group Inc. | 6,820 | $279.4K | 0.02% | −37,200−84.5% | Reduced |
| Bank of Hawaii | 6,780 | $278.3K | 0.01% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 6,780 | $278.3K | 0.23% | +6,780 | New |
| Middleton & Co Inc | 6,775 | $278.1K | 0.03% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 6,772 | $278.0K | 0.10% | −160−2.3% | Reduced |
| Baron Wealth Management LLC | 6,763 | $277.6K | 0.08% | −413−5.8% | Reduced |
| M.E. Allison & Co., Inc. | 6,759 | $277.5K | 0.18% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 6,719 | $275.8K | 0.04% | −990−12.8% | Reduced |
| Thoma Capital Management LLC | 6,703 | $275.2K | 0.16% | +900+15.5% | Added |
| Birch Hill Investment Advisors LLC | 6,700 | $275.0K | 0.01% | 00.0% | Unchanged |
| Novem Group | 6,694 | $274.8K | 0.03% | −69−1.0% | Reduced |
| Calton & Associates, Inc. | 6,680 | $274.2K | 0.04% | +938+16.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 6,673 | $273.9K | 0.07% | +245+3.8% | Added |
| 55 North Private Wealth, LLC | 6,670 | $273.8K | 0.07% | +417+6.7% | Added |
| Boyd Watterson Asset Management LLC | 6,651 | $273.0K | 0.08% | −3,005−31.1% | Reduced |
| Patton Fund Management, Inc. | 6,642 | $272.7K | 0.05% | +507+8.3% | Added |
| Fukoku Mutual Life Insurance Co | 6,638 | $272.5K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 6,625 | $272.0K | 0.12% | +331+5.3% | Added |
| Polaris Investment Advisors, LLC | 6,624 | $271.9K | 0.20% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 6,615 | $271.5K | 0.02% | +984+17.5% | Added |
| Rothschild Investment LLC | 6,595 | $270.7K | 0.01% | −746−10.2% | Reduced |
| Access Financial Services, Inc. | 6,570 | $269.7K | 0.10% | +6,570 | New |
| Holistic Financial Partners | 6,569 | $269.7K | 0.10% | +122+1.9% | Added |
| Fundamentun, LLC | 6,556 | $269.1K | 0.01% | +38+0.6% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,553 | $269.0K | 0.05% | +69+1.1% | Added |
| Norris Perne & French LLP | 6,550 | $268.9K | 0.01% | −3,030−31.6% | Reduced |
| Strategic Equity Management | 6,518 | $267.6K | 0.10% | −39−0.6% | Reduced |
| Moneywise, Inc. | 6,518 | $267.6K | 0.12% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,507 | $267.1K | 0.03% | +147+2.3% | Added |
| ZWJ Investment Counsel Inc | 6,460 | $265.2K | 0.01% | +138+2.2% | Added |
| Fusion Capital, LLC | 6,439 | $264.3K | 0.07% | +6+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,431 | $264.0K | 0.11% | +4+0.1% | Added |