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 |
|---|---|---|---|---|---|
| Lakeridge Wealth Management LLC | 6,419 | $263.5K | 0.11% | +76+1.2% | Added |
| Kathmere Capital Management, LLC | 6,419 | $263.5K | 0.02% | +6,419 | New |
| BCS Wealth Management | 6,418 | $263.5K | 0.05% | −3,178−33.1% | Reduced |
| Quantum Financial Advisors, LLC | 6,418 | $263.5K | 0.03% | −10.0% | Reduced |
| Optivise Advisory Services LLC | 6,412 | $263.2K | 0.16% | +481+8.1% | Added |
| Fortress Private Ledger, LLC | 6,382 | $262.0K | 0.08% | +49+0.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 6,347 | $260.5K | 0.02% | +22+0.3% | Added |
| Riverview Trust Co | 6,336 | $260.1K | 0.32% | +4,461+237.9% | Added |
| WealthPoint Financial, LLC | 6,334 | $260.0K | 0.22% | −441−6.5% | Reduced |
| RMB Capital Management, LLC | 6,327 | $259.7K | 0.00% | −407−6.0% | Reduced |
| Allred Capital Management, LLC | 6,320 | $259.5K | 0.09% | +37+0.6% | Added |
| American Institute for Advanced Investment Management, LLP | 6,320 | $259.4K | 0.17% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,315 | $259.0K | 0.12% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,302 | $258.7K | 0.02% | +6,302 | New |
| Country Trust Bank | 6,300 | $258.6K | 0.00% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,274 | $257.5K | 0.03% | −21−0.3% | Reduced |
| Generation Capital Management LLC | 6,256 | $256.8K | 0.19% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,241 | $256.2K | 0.04% | −37−0.6% | Reduced |
| Front Row Advisors LLC | 6,240 | $256.2K | 0.09% | 00.0% | Unchanged |
| Heritage Trust Co | 6,235 | $255.9K | 0.03% | −87−1.4% | Reduced |
| CVA Family Office, LLC | 6,233 | $255.9K | 0.03% | +1,304+26.5% | Added |
| FC Advisory LLC | 6,191 | $254.1K | 0.07% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 6,188 | $254.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6,137 | $251.9K | 0.01% | −20.0% | Reduced |
| Defiance ETFs, LLC | 6,134 | $251.8K | 0.00% | +6,134 | New |
| Sound Income Strategies, LLC | 6,070 | $251.5K | 0.01% | −3,618−37.3% | Reduced |
| IFG Advisors, LLC | 6,126 | $251.5K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 6,124 | $251.4K | 0.05% | −6,817−52.7% | Reduced |
| Biltmore Family Office, LLC | 6,114 | $251.0K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,112 | $250.9K | 0.01% | +6,112 | New |
| Elyxium Wealth, LLC | 6,088 | $249.9K | 0.08% | +279+4.8% | Added |
| Finward Bancorp | 6,072 | $249.3K | 0.20% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 6,069 | $249.1K | 0.16% | −25−0.4% | Reduced |
| SmartHarvest Portfolios, LLC | 6,053 | $248.5K | 0.10% | −1,350−18.2% | Reduced |
| Roberts Glore & Co Inc | 6,042 | $248.0K | 0.07% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 6,035 | $247.7K | 0.03% | −24−0.4% | Reduced |
| MCF Advisors LLC | 6,026 | $247.4K | 0.01% | −4,116−40.6% | Reduced |
| Baker Avenue Asset Management, LP | 6,017 | $247.0K | 0.01% | +122+2.1% | Added |
| Barr E S & Co | 6,007 | $246.6K | 0.01% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,005 | $246.5K | 0.02% | −206−3.3% | Reduced |
| Capital Investment Counsel, Inc | 6,000 | $246.3K | 0.03% | −1,926−24.3% | Reduced |
| Borer Denton & Associates, Inc. | 6,000 | $246.3K | 0.09% | −1,500−20.0% | Reduced |
| ARS Investment Partners, LLC | 6,000 | $246.3K | 0.01% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 6,000 | $246.3K | 0.08% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 5,997 | $246.2K | 0.04% | −669−10.0% | Reduced |
| HBW Advisory Services LLC | 5,987 | $245.8K | 0.03% | +5,987 | New |
| Rosenberg Matthew Hamilton | 5,962 | $244.7K | 0.05% | +652+12.3% | Added |
| SeaCrest Wealth Management, LLC | 5,953 | $244.4K | 0.03% | −124−2.0% | Reduced |
| Insigneo Advisory Services, LLC | 5,919 | $243.0K | 0.02% | −3,691−38.4% | Reduced |
| RD Lewis Holdings, Inc. | 5,677 | $241.2K | 0.21% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,873 | $241.1K | 0.02% | −77−1.3% | Reduced |
| Little House Capital LLC | 5,872 | $241.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 5,865 | $240.8K | 0.15% | 00.0% | Unchanged |
| Holistic Planning, LLC | 5,863 | $240.7K | 0.05% | −151−2.5% | Reduced |
| Capital Square, LLC | 5,292 | $240.4K | 0.11% | +5,292 | New |
| Parkshore Wealth Management, Inc. | 5,853 | $240.3K | 0.08% | −5−0.1% | Reduced |
| Allen Capital Group, LLC | 5,853 | $240.3K | 0.02% | +5,853 | New |
| Aaron Wealth Advisors | 5,849 | $240.1K | 0.01% | +5,849 | New |
| Camden Capital, LLC | 5,834 | $239.5K | 0.02% | +309+5.6% | Added |
| Summit Wealth Group LLC | 5,832 | $239.4K | 0.03% | +5,832 | New |
| Cerro Pacific Wealth Advisors LLC | 5,829 | $239.3K | 0.06% | +5,829 | New |
| Atlas Brown,Inc. | 5,828 | $239.2K | 0.07% | +20.0% | Added |
| Segment Wealth Management, LLC | 5,824 | $239.1K | 0.01% | −2,660−31.4% | Reduced |
| 180 Wealth Advisors, LLC | 5,821 | $239.0K | 0.03% | −76−1.3% | Reduced |
| Red Door Wealth Management, LLC | 5,786 | $237.5K | 0.02% | +19+0.3% | Added |
| Wexford Capital LP | 5,772 | $236.9K | 0.04% | +490+9.3% | Added |
| Keystone Financial Group | 5,764 | $236.6K | 0.02% | −15,667−73.1% | Reduced |
| Credit Industriel Et Commercial | 5,747 | $235.9K | 0.04% | −8,818−60.5% | Reduced |
| Cheviot Value Management, LLC | 5,730 | $235.2K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 5,717 | $234.7K | 0.04% | −469−7.6% | Reduced |
| Wealth Management Nebraska | 5,706 | $234.2K | 0.02% | +99+1.8% | Added |
| Roan Capital Partners | 5,702 | $234.1K | 0.22% | +5,702 | New |
| One Charles Private Wealth Services, LLC | 5,702 | $234.1K | 0.06% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 5,700 | $234.0K | 0.08% | −3,498−38.0% | Reduced |
| Carderock Capital Management Inc | 5,700 | $234.0K | 0.06% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 5,691 | $233.6K | 0.25% | +5,691 | New |
| Ignite Planners, LLC | 5,636 | $232.5K | 0.04% | +5,636 | New |
| CFM Wealth Partners LLC | 5,657 | $232.2K | 0.03% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 5,600 | $229.9K | 0.17% | −400−6.7% | Reduced |
| OLIO Financial Planning | 5,600 | $229.9K | 0.06% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 5,596 | $229.7K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,575 | $228.8K | 0.02% | +18+0.3% | Added |
| RAM Investment Partners, LLC | 5,555 | $228.0K | 0.04% | +1,853+50.1% | Added |
| Jaffetilchin Investment Partners, LLC | 5,532 | $227.1K | 0.01% | +5,532 | New |
| Income Insurance Ltd | 5,530 | $227.0K | 0.15% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,521 | $226.6K | 0.06% | −174−3.1% | Reduced |
| Gamco Investors, Inc. Et Al | 5,512 | $226.3K | 0.00% | +5,512 | New |
| Catalyst Funds Management Pty Ltd | 5,502 | $225.9K | 0.04% | +5,502 | New |
| White Pine Capital LLC | 5,492 | $225.4K | 0.06% | +5,492 | New |
| Sage Private Wealth Group, LLC | 5,489 | $225.3K | 0.11% | −943−14.7% | Reduced |
| ESG Planning | 5,483 | $225.1K | 0.10% | +5,483 | New |
| Gateway Wealth Partners, LLC | 5,450 | $223.8K | 0.01% | +5,450 | New |
| Eldridge Investment Advisors, Inc. | 5,424 | $222.7K | 0.05% | +5,424 | New |
| Spinnaker Investment Group, LLC | 5,422 | $222.6K | 0.05% | −262−4.6% | Reduced |
| Financial Symmetry Inc | 4,895 | $222.4K | 0.08% | +4,895 | New |
| Thayer Partners, LLC | 5,417 | $222.4K | 0.11% | +5,417 | New |
| Marex Group plc | 5,393 | $221.4K | 0.00% | +5,393 | New |
| S&CO Inc | 5,400 | $221.0K | 0.01% | +5,400 | New |
| Michael Brady & Co., LLC | 5,381 | $220.9K | 0.22% | −525−8.9% | Reduced |
| BIP Wealth, LLC | 5,364 | $220.2K | 0.01% | +5,364 | New |