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 |
|---|---|---|---|---|---|
| Lummis Asset Management, LP | 229 | $9.40K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 225 | $9.24K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 208 | $9.00K | 0.00% | +1+0.5% | Added |
| HFM Investment Advisors, LLC | 216 | $8.87K | 0.00% | −175−44.8% | Reduced |
| Prestige Wealth Management Group LLC | 215 | $8.83K | 0.00% | −156−42.0% | Reduced |
| Ballast Advisors LLC | 207 | $8.50K | 0.00% | +207 | New |
| RMG Wealth Management LLC | 189 | $8.46K | 0.00% | +189 | New |
| Y.D. More Investments Ltd | 64,165 | $8.32K | 0.00% | −944−1.4% | Reduced |
| Marquette Asset Management, LLC | 199 | $8.17K | 0.00% | +49+32.7% | Added |
| Bell Investment Advisors, Inc | 193 | $7.92K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 177 | $7.27K | 0.00% | +67+60.9% | Added |
| Prudent Man Investment Management, Inc. | 200 | $7.25K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 174 | $7.14K | 0.00% | +174 | New |
| Ogorek Anthony Joseph | 180 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 126 | $6.89K | 0.00% | +1+0.8% | Added |
| Hughes Financial Services, LLC | 163 | $6.69K | 0.00% | +17+11.6% | Added |
| Hollencrest Capital Management | 156 | $6.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $6.28K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 152 | $6.24K | 0.00% | +110+261.9% | Added |
| Luken Investment Analytics, LLC | 150 | $6.16K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 149 | $6.12K | 0.00% | +149 | New |
| Penserra Capital Management LLC | 156 | $6.00K | 0.00% | −3−1.9% | Reduced |
| Scarborough Advisors, LLC | 137 | $5.62K | 0.00% | +137 | New |
| Principia Wealth Advisory, LLC | 133 | $5.46K | 0.00% | +23+20.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 123 | $5.05K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 114 | $4.68K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 111 | $4.56K | 0.00% | +111 | New |
| Magnolia Wealth Management, LLC | 110 | $4.52K | 0.00% | +110 | New |
| Portus Wealth Advisors, LLC | 110 | $4.52K | 0.00% | +110 | New |
| IMG Wealth Management, Inc. | 108 | $4.43K | 0.00% | +31+40.3% | Added |
| Investors Portfolio Services LLC | 101 | $4.38K | 0.00% | +49+94.2% | Added |
| Tiaa Trust, National Association | 106 | $4.35K | 0.00% | −139,882−99.9% | Reduced |
| Evergreen Advisors, LLC | 99 | $4.08K | 0.00% | +99 | New |
| IMA Wealth, Inc. | 98 | $4.02K | 0.00% | +13+15.3% | Added |
| Cornerstone Financial Management LLC | 92 | $3.78K | 0.00% | +13+16.5% | Added |
| North Ridge Wealth Advisors, Inc. | 90 | $3.69K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 87 | $3.57K | 0.00% | +87 | New |
| CBIZ Investment Advisory Services, LLC | 81 | $3.33K | 0.00% | −1,388−94.5% | Reduced |
| Bravera Wealth | 81 | $3.33K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 82 | $3.28K | 0.00% | −17−17.2% | Reduced |
| Toth Financial Advisory Corp | 76 | $3.12K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 64 | $2.63K | 0.00% | +64 | New |
| Red Tortoise LLC | 61 | $2.50K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 60 | $2.46K | 0.00% | +60 | New |
| Silicon Valley Capital Partners | 59 | $2.42K | 0.00% | +57+2,850.0% | Added |
| Benson Wealth Management INC | 56 | $2.30K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 55 | $2.26K | 0.00% | −53−49.1% | Reduced |
| Crewe Advisors LLC | 53 | $2.18K | 0.00% | −31−36.9% | Reduced |
| American Capital Advisory, LLC | 51 | $2.09K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 49 | $2.01K | 0.00% | +49 | New |
| Merrithew & Thorsten Inc | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 48 | $1.97K | 0.00% | +48 | New |
| PayPay Securities Corp | 43 | $1.84K | 0.06% | −15−25.9% | Reduced |
| Seneschal Advisors, LLC | 44 | $1.81K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 44 | $1.81K | 0.00% | +44 | New |
| SWAN Capital LLC | 42 | $1.72K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 41 | $1.68K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 35 | $1.44K | 0.01% | −179−83.6% | Reduced |
| Networth Advisors, LLC | 34 | $1.40K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 31 | $1.27K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 28 | $1.15K | 0.00% | +5+21.7% | Added |
| Westside Investment Management, Inc. | 26 | $1.07K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 26 | $1.07K | 0.00% | +26 | New |
| NVWM, LLC | 25 | $1.03K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 26 | $1.00K | 0.00% | +26 | New |
| Curio Wealth, LLC | 22 | $903 | 0.00% | +22 | New |
| Whipplewood Advisors, LLC | 17 | $698 | 0.00% | +17 | New |
| 3 Factor Indexing, LLC | 16 | $657 | 0.00% | +16 | New |
| Torren Management, LLC | 15 | $632 | 0.00% | −2,211−99.3% | Reduced |
| First Pacific Financial | 13 | $534 | 0.00% | +13 | New |
| Godfrey Financial Associates, Inc. | 10 | $411 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $82 | 0.00% | −20−90.9% | Reduced |
| Hilton Head Capital Partners, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Fiduciary Management Inc | 0 | $0 | 0.00% | −4,016,503−100.0% | Sold out |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −4,072,561−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −1,755,078−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −1,482,794−100.0% | Sold out |
| Park Presidio Capital LLC | 0 | $0 | 0.00% | −667,932−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −542,675−100.0% | Sold out |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −479,800−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −373,199−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −368,457−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −326,652−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −275,175−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −237,182−100.0% | Sold out |
| Vega Investment Solutions | 0 | $0 | 0.00% | −216,102−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −194,360−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −189,488−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −187,783−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −177,842−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −176,795−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −165,572−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −141,847−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −130,825−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −124,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −123,257−100.0% | Sold out |