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 |
|---|---|---|---|---|---|
| Cambient Family Office, LLC | 5,354 | $219.8K | 0.03% | +5,354 | New |
| Regal Investment Advisors LLC | 5,351 | $219.7K | 0.01% | +5,351 | New |
| Facet Wealth, Inc. | 5,346 | $219.5K | 0.00% | +5,346 | New |
| Moss Adams Wealth Advisors LLC | 5,341 | $219.2K | 0.02% | +5,341 | New |
| Purpose Unlimited Inc. | 5,330 | $218.8K | 0.01% | +5,330 | New |
| Strive Financial Group ,LLC | 5,301 | $218.0K | 0.12% | +17+0.3% | Added |
| Aspire Private Capital, LLC | 5,288 | $217.1K | 0.05% | −868−14.1% | Reduced |
| Natural Investments, LLC | 5,290 | $217.0K | 0.05% | +5,290 | New |
| Green Harvest Asset Management LLC | 5,280 | $216.7K | 0.00% | +5,280 | New |
| Portfolio Design Labs, LLC | 5,278 | $216.7K | 0.04% | +5,278 | New |
| Nicholas Hoffman & Company, LLC. | 5,267 | $216.2K | 0.00% | +5,267 | New |
| Duncan Williams Asset Management, LLC | 5,250 | $215.5K | 0.06% | 00.0% | Unchanged |
| Base Wealth Management LLC | 5,234 | $214.9K | 0.12% | +5,234 | New |
| Armis Advisers, LLC | 4,827 | $214.3K | 0.02% | +4,827 | New |
| Charter Research & Investment Group, Inc. | 5,221 | $214.3K | 0.14% | +5,221 | New |
| Whalerock Point Partners, LLC | 5,218 | $214.2K | 0.04% | +5,218 | New |
| Axq Capital, LP | 5,194 | $213.2K | 0.03% | −21,698−80.7% | Reduced |
| waypoint wealth counsel | 5,189 | $213.0K | 0.11% | −523−9.2% | Reduced |
| Northwest Wealth Management, LLC | 5,189 | $213.0K | 0.03% | +5,189 | New |
| Johnson Financial Group, Inc. | 5,177 | $212.5K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5,169 | $212.2K | 0.01% | +412+8.7% | Added |
| Berger Financial Group, Inc | 5,168 | $212.1K | 0.01% | +5,168 | New |
| Parr McKnight Wealth Management Group, LLC | 5,166 | $212.1K | 0.03% | +5,166 | New |
| Onefund, LLC | 5,119 | $212.1K | 0.14% | −390−7.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,162 | $211.9K | 0.01% | +5,162 | New |
| Verus Financial Partners, Inc. | 4,936 | $210.9K | 0.02% | +4,936 | New |
| CenterBook Partners LP | 5,132 | $210.7K | 0.01% | +5,132 | New |
| Knightsbridge Asset Management, LLC | 5,128 | $210.5K | 0.03% | +5,128 | New |
| Cypress Wealth Services, LLC | 5,114 | $209.9K | 0.03% | +5,114 | New |
| Kirkwood Financial Services | 5,095 | $209.2K | 0.07% | +5,095 | New |
| Key Financial Inc | 5,085 | $208.7K | 0.04% | +2,107+70.8% | Added |
| Capital Performance Advisors LLP | 5,077 | $208.4K | 0.01% | +5,077 | New |
| Widmann Financial Services, Inc. | 5,065 | $207.9K | 0.12% | +5,065 | New |
| Wills Financial Group LLC | 4,679 | $207.7K | 0.08% | +4,679 | New |
| Ingalls & Snyder LLC | 5,031 | $207.0K | 0.01% | +5,031 | New |
| Chapman Financial Group, LLC | 5,042 | $207.0K | 0.15% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,031 | $206.5K | 0.02% | +5,031 | New |
| Five Oceans Advisors | 5,001 | $205.3K | 0.07% | +5,001 | New |
| GeoWealth Management, LLC | 5,001 | $205.3K | 0.01% | +5,001 | New |
| Harvey Capital Management Inc | 5,000 | $205.3K | 0.05% | +5,000 | New |
| Stronghold Wealth Management L.L.C. | 4,978 | $204.3K | 0.31% | +4,978 | New |
| Vickerman Investment Advisors, Inc. | 4,974 | $204.2K | 0.04% | +4,974 | New |
| Stablepoint Partners, LLC | 4,968 | $203.9K | 0.03% | +4,968 | New |
| Transcend Wealth Collective, LLC | 4,967 | $203.9K | 0.02% | +4,967 | New |
| Nvest Financial, LLC | 4,960 | $203.6K | 0.08% | +4,960 | New |
| JT Stratford LLC | 4,952 | $203.3K | 0.03% | +4,952 | New |
| Roxbury Financial LLC | 4,952 | $203.3K | 0.18% | +11+0.2% | Added |
| Rockland Trust Co | 4,950 | $203.2K | 0.01% | +4,950 | New |
| Thompson David Blair | 4,946 | $203.0K | 0.12% | +4,946 | New |
| Turning Point Benefit Group, Inc. | 4,974 | $202.8K | 0.13% | +26+0.5% | Added |
| M3 Advisory Group, LLC | 4,934 | $202.5K | 0.12% | +4,934 | New |
| Sym Financial Corp | 4,932 | $202.5K | 0.02% | +4,932 | New |
| Waddell & Associates, LLC | 4,901 | $201.2K | 0.01% | +4,901 | New |
| Colonial River Wealth Management, LLC | 4,901 | $201.2K | 0.07% | +4,901 | New |
| Plancorp, LLC | 4,752 | $200.7K | 0.01% | +4,752 | New |
| Grandview Asset Management LLC | 4,886 | $200.6K | 0.06% | −21,804−81.7% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,885 | $200.5K | 0.06% | +4,885 | New |
| Werba Rubin Papier Wealth Management | 4,874 | $200.1K | 0.03% | +4,874 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4,741 | $194.6K | 0.48% | +4,741 | New |
| DT Investment Partners, LLC | 4,740 | $194.6K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,625 | $189.9K | 0.05% | +16+0.3% | Added |
| 1015 Capital Partners, LLC | 4,375 | $179.6K | 0.17% | +471+12.1% | Added |
| Atlas Capital Advisors LLC | 4,318 | $177.3K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,280 | $175.7K | 0.02% | +4,280 | New |
| McMillan Office, Inc. | 4,200 | $172.4K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,100 | $168.3K | 0.07% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 4,000 | $164.2K | 0.03% | +4,000 | New |
| Colonial Trust Advisors | 3,981 | $163.4K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,893 | $159.8K | 0.10% | −102−2.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,861 | $158.5K | 0.04% | −345−8.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,850 | $158.0K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 3,800 | $156.0K | 0.07% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3,747 | $153.8K | 0.09% | −1,573−29.6% | Reduced |
| J.Safra Asset Management Corp | 3,745 | $153.7K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3,695 | $151.7K | 0.08% | −360−8.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,684 | $151.2K | 0.00% | +3,684 | New |
| TD Capital Management LLC | 3,645 | $149.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,642 | $149.5K | 0.02% | +10.0% | Added |
| Asset Dedication, LLC | 3,607 | $148.1K | 0.01% | −1,115−23.6% | Reduced |
| Sofos Investments, Inc. | 3,600 | $147.8K | 0.03% | +3,424+1,945.5% | Added |
| Beacon Investment Advisory Services, Inc. | 3,594 | $147.5K | 0.01% | +3,594 | New |
| Avalon Trust Co | 3,580 | $147.0K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3,520 | $145.8K | 0.07% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,549 | $145.7K | 0.05% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3,547 | $145.6K | 0.03% | +8+0.2% | Added |
| Wall Street Financial Group, Inc. | 3,510 | $144.1K | 0.09% | +3,510 | New |
| Transamerica Financial Advisors, Inc. | 3,480 | $142.9K | 0.01% | −1,035−22.9% | Reduced |
| Financial Management Professionals, Inc. | 3,440 | $141.2K | 0.02% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3,423 | $140.5K | 0.15% | +1,404+69.5% | Added |
| REAP Financial Group, LLC | 3,419 | $140.4K | 0.03% | +603+21.4% | Added |
| Cromwell Holdings LLC | 3,410 | $140.0K | 0.08% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 3,400 | $139.6K | 0.14% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,239 | $133.0K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 3,232 | $132.7K | 0.01% | +3,232 | New |
| Plante Moran Financial Advisors, LLC | 3,177 | $130.4K | 0.01% | +675+27.0% | Added |
| Paladin Advisory Group, LLC | 3,162 | $129.8K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 3,150 | $129.3K | 0.00% | −12−0.4% | Reduced |
| IFG Advisory, LLC | 3,150 | $129.3K | 0.37% | −6,789−68.3% | Reduced |
| Versant Capital Management, Inc | 3,078 | $126.4K | 0.01% | +746+32.0% | Added |
| CDKV Holdings LLC | 3,067 | $125.9K | 0.11% | 00.0% | Unchanged |