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 |
|---|---|---|---|---|---|
| MidFirst Bank | 3,047 | $125.1K | 0.01% | −52−1.7% | Reduced |
| Fortis Group Advisors, LLC | 3,015 | $123.8K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,000 | $123.2K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,976 | $122.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,850 | $120.4K | 0.00% | −170−5.6% | Reduced |
| Washington Trust Advisors, Inc. | 2,931 | $120.3K | 0.01% | −595−16.9% | Reduced |
| Pinney & Scofield, Inc. | 2,925 | $120.1K | 0.06% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 2,685 | $117.4K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,842 | $116.7K | 0.02% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 2,537 | $115.1K | 0.14% | +10+0.4% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 2,761 | $113.3K | 0.06% | +2,761 | New |
| SOA Wealth Advisors, LLC. | 111,914 | $111.9K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 2,700 | $110.8K | 0.08% | +2,700 | New |
| Gs Investments, Inc. | 2,700 | $110.8K | 0.06% | +2,700 | New |
| Capital Advisors, Ltd. LLC | 2,676 | $110.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,656 | $109.0K | 0.01% | +10+0.4% | Added |
| Proffitt & Goodson Inc | 2,641 | $108.4K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,617 | $107.4K | 0.01% | +133+5.4% | Added |
| Glen Eagle Advisors, LLC | 2,605 | $106.9K | 0.01% | +10.0% | Added |
| True Link Financial Advisors, LLC | 2,581 | $105.9K | 0.01% | +2,581 | New |
| Cornerstone Planning Group LLC | 2,351 | $105.8K | 0.01% | +217+10.2% | Added |
| Strategic Investment Advisors | 2,509 | $103.0K | 0.01% | +2,509 | New |
| Tacita Capital Inc | 2,490 | $102.2K | 0.06% | 00.0% | Unchanged |
| Alerus Financial NA | 2,454 | $100.7K | 0.00% | −150−5.8% | Reduced |
| Anfield Capital Management, LLC | 2,450 | $100.6K | 0.03% | +2,431+12,794.7% | Added |
| TFC Financial Management | 2,433 | $99.9K | 0.01% | −1,335−35.4% | Reduced |
| Salomon & Ludwin, LLC | 2,341 | $96.5K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2,307 | $94.7K | 0.02% | −45−1.9% | Reduced |
| Beacon Financial Strategies CORP | 2,298 | $94.3K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,301 | $94.0K | 0.00% | +77+3.5% | Added |
| Bernard Wealth Management Corp. | 2,286 | $93.8K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,252 | $92.5K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,199 | $90.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,188 | $89.8K | 0.03% | +2,188 | New |
| Strategic Wealth Advisors LLC | 2,190 | $89.0K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 2,189 | $89.0K | 0.02% | +287+15.1% | Added |
| Kingdom Financial Group LLC. | 2,163 | $88.8K | 0.03% | +2,115+4,406.3% | Added |
| Lloyd Advisory Services, LLC. | 2,163 | $88.8K | 0.03% | +2,163 | New |
| Sankala Group LLC | 2,181 | $87.0K | 0.07% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,100 | $86.2K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,096 | $86.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,080 | $85.4K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,043 | $83.9K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,041 | $83.8K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,000 | $82.1K | 0.02% | +2,000 | New |
| Trust Co | 1,990 | $81.7K | 0.01% | +210+11.8% | Added |
| Bruce G. Allen Investments, LLC | 1,984 | $81.4K | 0.05% | −773−28.0% | Reduced |
| Trask Adam Roland | 1,950 | $80.0K | 0.08% | +1,950 | New |
| Kelly Lawrence W & Associates Inc | 1,950 | $80.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,945 | $79.8K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,925 | $79.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,880 | $77.2K | 0.01% | −389−17.1% | Reduced |
| Sunbelt Securities, Inc. | 1,848 | $75.9K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 1,800 | $74.6K | 0.01% | +1,800 | New |
| Acima Private Wealth, LLC | 1,800 | $73.9K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 1,800 | $73.9K | 0.02% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,781 | $73.1K | 0.06% | −2,538−58.8% | Reduced |
| Aventura Private Wealth, LLC | 1,759 | $72.2K | 0.03% | +16+0.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,748 | $71.8K | 0.02% | +1,748 | New |
| MV Capital Management, Inc. | 1,740 | $71.4K | 0.01% | −155−8.2% | Reduced |
| Golden State Equity Partners | 1,733 | $71.1K | 0.01% | +1,733 | New |
| Evelyn Partners Asset Management Ltd | 1,732 | $71.1K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,705 | $70.0K | 0.02% | +4+0.2% | Added |
| Godsey & Gibb Associates | 1,688 | $69.3K | 0.01% | −950−36.0% | Reduced |
| Leonteq Securities AG | 1,673 | $68.7K | 0.00% | −618−27.0% | Reduced |
| Bullock Wealth Management Group | 1,657 | $68.7K | 0.03% | +3+0.2% | Added |
| Hallmark Capital Management Inc | 1,650 | $67.7K | 0.00% | +900+120.0% | Added |
| Clayton Financial Group LLC | 1,625 | $66.7K | 0.03% | −243−13.0% | Reduced |
| Nemes Rush Group LLC | 1,621 | $66.6K | 0.01% | −62−3.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,620 | $66.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,600 | $65.7K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,588 | $65.2K | 0.02% | +1,588 | New |
| UMA Financial Services, Inc. | 1,583 | $65.0K | 0.01% | +14+0.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,540 | $63.2K | 0.00% | +1,540 | New |
| Corsicana & Co. | 2,148 | $63.2K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,527 | $62.7K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,516 | $62.2K | 0.03% | −25−1.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $62.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,501 | $61.6K | 0.00% | +5+0.3% | Added |
| Webster Bank, N. A. | 1,500 | $61.6K | 0.01% | −1,027−40.6% | Reduced |
| CrossGen Wealth, LLC | 1,496 | $61.4K | 0.05% | +6+0.4% | Added |
| Gen-Wealth Partners Inc | 1,487 | $61.0K | 0.02% | −502−25.2% | Reduced |
| Global Assets Advisory, LLC | 1,456 | $59.8K | 0.02% | +1,456 | New |
| Mark Sheptoff Financial Planning, LLC | 1,300 | $58.5K | 0.03% | −7,200−84.7% | Reduced |
| Fortitude Family Office, LLC | 1,401 | $57.5K | 0.01% | +592+73.2% | Added |
| Southern Michigan Bank & Trust | 1,371 | $56.3K | 0.02% | +1,371 | New |
| Pinnacle Bancorp, Inc. | 1,329 | $54.6K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,485 | $53.8K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,268 | $52.0K | 0.02% | +593+87.9% | Added |
| Financial Network Wealth Advisors LLC | 1,266 | $52.0K | 0.05% | +101+8.7% | Added |
| Millstone Evans Group, LLC | 1,239 | $50.9K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,201 | $49.3K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,200 | $49.3K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,142 | $46.9K | 0.02% | −138−10.8% | Reduced |
| Tradewinds Capital Management, LLC | 1,140 | $46.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,133 | $46.5K | 0.01% | +1,133 | New |
| Operose Advisors LLC | 1,125 | $46.2K | 0.01% | +519+85.6% | Added |
| SHP Wealth Management | 1,101 | $45.2K | 0.00% | +277+33.6% | Added |
| True Wealth Design, LLC | 1,081 | $44.4K | 0.01% | −60−5.3% | Reduced |
| Barrett & Company, Inc. | 1,046 | $42.9K | 0.01% | 00.0% | Unchanged |