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 |
|---|---|---|---|---|---|
| Barnes Dennig Private Wealth Management LLC | 1,020 | $41.9K | 0.04% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,019 | $41.8K | 0.01% | +4+0.4% | Added |
| SBI Securities Co., Ltd. | 1,016 | $41.7K | 0.00% | +12+1.2% | Added |
| Vision Retirement, LLC | 1,010 | $41.5K | 0.01% | +3+0.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,007 | $41.3K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 958 | $39.3K | 0.03% | +2+0.2% | Added |
| Park Place Capital Corp | 952 | $39.1K | 0.01% | −16−1.7% | Reduced |
| PlanVest Financial, Inc | 925 | $38.0K | 0.03% | +925 | New |
| Kennebec Savings Bank | 917 | $37.6K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 909 | $37.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 905 | $37.1K | 0.00% | −23−2.5% | Reduced |
| Bellevue Asset Management, LLC | 900 | $36.9K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 900 | $36.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 889 | $36.5K | 0.02% | −50−5.3% | Reduced |
| Clean Yield Group | 879 | $36.1K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 867 | $35.6K | 0.02% | +3+0.3% | Added |
| WFA of San Diego, LLC | 846 | $34.7K | 0.03% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 845 | $34.7K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 845 | $34.7K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 829 | $34.0K | 0.01% | +409+97.4% | Added |
| Coston, McIsaac & Partners | 836 | $34.0K | 0.01% | +2+0.2% | Added |
| Thompson Investment Management, Inc. | 825 | $33.9K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 805 | $33.0K | 0.02% | +78+10.7% | Added |
| Monetary Management Group Inc | 800 | $32.8K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 789 | $32.4K | 0.14% | +789 | New |
| Robinswood Financial LLC | 785 | $32.2K | 0.01% | +3+0.4% | Added |
| Align Financial, LLC | 777 | $31.9K | 0.02% | −27,389−97.2% | Reduced |
| Albion Financial Group | 772 | $31.7K | 0.00% | +22+2.9% | Added |
| Sachetta, LLC | 757 | $31.1K | 0.02% | +26+3.6% | Added |
| Ritter Daniher Financial Advisory LLC | 750 | $30.8K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 720 | $29.6K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 720 | $29.6K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 720 | $29.6K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 718 | $29.5K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 712 | $29.2K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 703 | $28.9K | 0.02% | +2+0.3% | Added |
| Raffa Wealth Management, LLC | 701 | $28.8K | 0.00% | +139+24.7% | Added |
| Darwin Advisors, LLC | 674 | $27.7K | 0.01% | +2+0.3% | Added |
| Kemnay Advisory Services Inc. | 661 | $27.1K | 0.00% | −346,542−99.8% | Reduced |
| Financial Connections Group, Inc. | 659 | $27.0K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 657 | $27.0K | 0.01% | +657 | New |
| Quest 10 Wealth Builders, Inc. | 642 | $26.4K | 0.02% | +354+122.9% | Added |
| Bank of Jackson Hole Trust | 632 | $25.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 631 | $25.9K | 0.00% | +105+20.0% | Added |
| Rational Advisors LLC | 625 | $25.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 614 | $25.2K | 0.00% | −183−23.0% | Reduced |
| Pin Oak Investment Advisors Inc | 600 | $25.0K | 0.02% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 600 | $24.6K | 0.02% | +600 | New |
| Capital Advisor Network LLC | 600 | $24.6K | 0.03% | +600 | New |
| Peoples Financial Services Corp. | 600 | $24.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 586 | $24.1K | 0.00% | −221−27.4% | Reduced |
| Highline Wealth Partners LLC | 583 | $23.9K | 0.01% | +105+22.0% | Added |
| Strategic Wealth Partners, Ltd. | 566 | $23.2K | 0.00% | +12+2.2% | Added |
| Motco | 559 | $22.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 540 | $22.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 536 | $22.0K | 0.00% | +115+27.3% | Added |
| Joseph Group Capital Management | 523 | $21.5K | 0.01% | +205+64.5% | Added |
| Signature Resources Capital Management, LLC | 521 | $21.4K | 0.01% | +110+26.8% | Added |
| Atlantic Private Wealth, LLC | 520 | $21.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 511 | $21.0K | 0.01% | +511 | New |
| Retirement Wealth Solutions LLC | 506 | $20.8K | 0.01% | −92−15.4% | Reduced |
| Insight Financial Services | 461 | $18.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 452 | $18.6K | 0.00% | −6−1.3% | Reduced |
| Noble Wealth Management PBC | 450 | $18.5K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 447 | $18.3K | 0.01% | +147+49.0% | Added |
| Arlington Trust Co LLC | 431 | $17.7K | 0.00% | +171+65.8% | Added |
| Covestor Ltd | 408 | $17.0K | 0.01% | −309−43.1% | Reduced |
| Elevated Capital Advisors, LLC | 413 | $17.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 411 | $16.9K | 0.00% | +57+16.1% | Added |
| Valued Wealth Advisors LLC | 411 | $16.9K | 0.01% | +132+47.3% | Added |
| WPG Advisers, LLC | 386 | $15.8K | 0.01% | −13−3.3% | Reduced |
| Westfuller Advisors, LLC | 379 | $15.6K | 0.01% | −30−7.3% | Reduced |
| Entrust Financial LLC | 357 | $14.7K | 0.01% | +27+8.2% | Added |
| Financial Avengers, Inc. | 348 | $14.3K | 0.01% | +2+0.6% | Added |
| Greykasell Wealth Strategies, Inc. | 341 | $14.0K | 0.01% | +341 | New |
| Creative Capital Management Investments LLC | 340 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 337 | $13.9K | 0.00% | +98+41.0% | Added |
| Solstein Capital, LLC | 333 | $13.7K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 333 | $13.7K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 330 | $13.5K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 324 | $13.3K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 324 | $13.3K | 0.01% | +152+88.4% | Added |
| Essential Partners LLC | 317 | $13.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 317 | $13.0K | 0.00% | −654−67.4% | Reduced |
| N.E.W. Advisory Services LLC | 317 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 308 | $12.8K | 0.01% | +1+0.3% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 309 | $12.7K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 309 | $12.7K | 0.01% | +159+106.0% | Added |
| HHM Wealth Advisors, LLC | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bayban | 300 | $12.3K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 298 | $12.2K | 0.00% | +16+5.7% | Added |
| Bay Harbor Wealth Management, LLC | 276 | $11.3K | 0.00% | +77+38.7% | Added |
| HighMark Wealth Management LLC | 274 | $11.2K | 0.00% | −86−23.9% | Reduced |
| Chesapeake Asset Management LLC | 272 | $11.2K | 0.01% | +1+0.4% | Added |
| Wiser Advisor Group LLC | 267 | $11.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 265 | $10.9K | 0.00% | −3−1.1% | Reduced |
| Kilter Group LLC | 261 | $10.7K | 0.00% | +23+9.7% | Added |
| Bare Financial Services, Inc | 246 | $10.1K | 0.00% | +40+19.4% | Added |
| Richardson Capital Management LLC | 233 | $9.56K | 0.00% | +196+529.7% | Added |