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 |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 53,590 | $1.85M | 0.03% | −1,150−2.1% | Reduced |
| Medallion Wealth Advisors, LLC | 45,000 | $1.85M | 0.60% | −284−0.6% | Reduced |
| Fiduciary Group LLC | 44,820 | $1.84M | 0.16% | +274+0.6% | Added |
| Kanawha Capital Management LLC | 44,639 | $1.83M | 0.13% | −969−2.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 44,043 | $1.81M | 0.12% | +1,060+2.5% | Added |
| Nicolet Bankshares Inc | 43,921 | $1.80M | 0.07% | +31,527+254.4% | Added |
| Lowe Brockenbrough & Co Inc | 43,871 | $1.80M | 0.09% | −655−1.5% | Reduced |
| Ninepoint Partners LP | 43,732 | $1.80M | 0.21% | −5,256−10.7% | Reduced |
| Cresset Asset Management, LLC | 43,703 | $1.79M | 0.01% | +3,006+7.4% | Added |
| Altfest L J & Co Inc | 43,594 | $1.79M | 0.19% | +33,612+336.7% | Added |
| Foster & Motley Inc | 43,536 | $1.79M | 0.09% | −181−0.4% | Reduced |
| Diversify Wealth Management, LLC | 39,992 | $1.79M | 0.03% | +25,786+181.5% | Added |
| Maven Securities LTD | 42,655 | $1.75M | 0.10% | +42,655 | New |
| Hilltop National Bank | 42,646 | $1.75M | 0.42% | +336+0.8% | Added |
| Leavell Investment Management, Inc. | 42,511 | $1.75M | 0.07% | +2,518+6.3% | Added |
| Decker Wealth Management LLC | 42,386 | $1.74M | 0.40% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 42,363 | $1.74M | 0.06% | +8,333+24.5% | Added |
| Smithfield Trust Co | 42,246 | $1.73M | 0.08% | −24−0.1% | Reduced |
| First National Bank Sioux Falls | 40,500 | $1.73M | 0.47% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 42,000 | $1.72M | 0.03% | +9,000+27.3% | Added |
| Charter Capital Management, LLC | 41,984 | $1.72M | 0.86% | +3,084+7.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 41,540 | $1.71M | 0.01% | −5,268−11.3% | Reduced |
| Sumitomo Life Insurance Co | 41,123 | $1.69M | 0.04% | +1,127+2.8% | Added |
| Community Bank of Raymore | 41,027 | $1.68M | 1.13% | +640+1.6% | Added |
| Gibbs Wealth Management | 40,975 | $1.68M | 0.22% | +21,931+115.2% | Added |
| Orca Wealth Management, LLC | 40,898 | $1.68M | 1.19% | −3,001−6.8% | Reduced |
| V-Square Quantitative Management LLC | 40,617 | $1.67M | 0.18% | +1,196+3.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 40,500 | $1.66M | 0.05% | −4,500−10.0% | Reduced |
| Cohen Klingenstein LLC | 40,500 | $1.66M | 0.05% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 40,362 | $1.66M | 0.03% | +1,038+2.6% | Added |
| Mount Vernon Associates Inc | 40,300 | $1.65M | 1.17% | −4,500−10.0% | Reduced |
| Counterweight Ventures, LLC | 40,238 | $1.65M | 0.93% | +40,238 | New |
| Kinneret Advisory, LLC | 40,156 | $1.65M | 0.16% | −1,780−4.2% | Reduced |
| Equitable Holdings, Inc. | 44,920 | $1.64M | 0.01% | +8,641+23.8% | Added |
| Integrated Wealth Concepts LLC | 39,884 | $1.64M | 0.01% | +9,074+29.5% | Added |
| Sigma Planning Corp | 39,774 | $1.63M | 0.05% | −2,114−5.0% | Reduced |
| Busey Wealth Management | 39,767 | $1.63M | 0.04% | −305−0.8% | Reduced |
| Raiffeisen Bank International AG | 40,863 | $1.63M | 0.02% | +7,815+23.6% | Added |
| Cambria Investment Management, L.P. | 39,554 | $1.62M | 0.09% | −31,920−44.7% | Reduced |
| Southeast Asset Advisors Inc. | 39,482 | $1.62M | 0.18% | +3,900+11.0% | Added |
| Outfitter Financial LLC | 39,260 | $1.61M | 1.25% | −70−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 39,226 | $1.61M | 0.04% | +104+0.3% | Added |
| Everhart Financial Group, Inc. | 39,159 | $1.61M | 0.14% | +3,984+11.3% | Added |
| Marco Investment Management LLC | 39,138 | $1.61M | 0.12% | −2,050−5.0% | Reduced |
| Massachusetts Wealth Management | 39,010 | $1.60M | 0.69% | +850+2.2% | Added |
| Conway Capital Management, Inc. | 39,000 | $1.60M | 0.75% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 38,910 | $1.60M | 0.95% | −3,345−7.9% | Reduced |
| Associated Banc-Corp | 38,905 | $1.60M | 0.04% | +37+0.1% | Added |
| Ballentine Partners, LLC | 38,843 | $1.59M | 0.02% | −3,290−7.8% | Reduced |
| Firethorn Wealth Partners, LLC | 38,667 | $1.59M | 0.58% | −1,008−2.5% | Reduced |
| Vestcor Inc | 38,520 | $1.58M | 0.04% | 00.0% | Unchanged |
| Apella Capital, LLC | 36,478 | $1.58M | 0.02% | +30,633+524.1% | Added |
| CoreCap Advisors, LLC | 38,491 | $1.58M | 0.05% | +8,668+29.1% | Added |
| Mizuho Markets Americas LLC | 37,991 | $1.56M | 0.04% | 00.0% | Unchanged |
| Studio Investment Management LLC | 37,970 | $1.56M | 0.28% | −599−1.6% | Reduced |
| Venture Visionary Partners LLC | 37,792 | $1.55M | 0.05% | +24+0.1% | Added |
| Prosperity Consulting Group, LLC | 37,717 | $1.55M | 0.07% | −3,551−8.6% | Reduced |
| Searle & Co. | 37,692 | $1.55M | 0.39% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 37,668 | $1.55M | 0.06% | −111−0.3% | Reduced |
| Citadel Investment Advisory, Inc. | 37,660 | $1.55M | 0.74% | −1,200−3.1% | Reduced |
| Nordwand Advisors, LLC | 37,482 | $1.54M | 0.27% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 37,468 | $1.54M | 0.52% | −300−0.8% | Reduced |
| City Holding Co | 37,244 | $1.53M | 0.19% | −3,535−8.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 37,169 | $1.53M | 0.05% | +2,314+6.6% | Added |
| Wedbush Securities Inc | 36,954 | $1.52M | 0.04% | −263−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 36,853 | $1.51M | 0.38% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 38,020 | $1.51M | 0.05% | +3,150+9.0% | Added |
| Roundview Capital LLC | 36,755 | $1.51M | 0.09% | −3,448−8.6% | Reduced |
| Kahn Brothers Group Inc | 36,481 | $1.50M | 0.27% | −1,050−2.8% | Reduced |
| Wealthspan Partners, LLC | 36,397 | $1.49M | 0.53% | +127+0.4% | Added |
| Dynamic Advisor Solutions LLC | 36,022 | $1.48M | 0.05% | +613+1.7% | Added |
| DAGCO, Inc. | 35,593 | $1.46M | 0.32% | +80.0% | Added |
| We Are One Seven, LLC | 35,532 | $1.46M | 0.03% | +1,526+4.5% | Added |
| Evolve Private Wealth, LLC | 35,523 | $1.46M | 0.08% | +301+0.9% | Added |
| Sterling Capital Management LLC | 35,437 | $1.45M | 0.03% | −20,257−36.4% | Reduced |
| Chatham Capital Group, Inc. | 35,386 | $1.45M | 0.21% | −645−1.8% | Reduced |
| Weil Company, Inc. | 35,217 | $1.45M | 0.32% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 35,000 | $1.44M | 0.10% | 00.0% | Unchanged |
| Intrust Bank NA | 34,998 | $1.44M | 0.12% | +3,819+12.2% | Added |
| Cobblestone Asset Management LLC | 34,838 | $1.43M | 0.64% | +124+0.4% | Added |
| Linscomb & Williams, Inc. | 34,801 | $1.43M | 0.06% | 00.0% | Unchanged |
| Elgethun Capital Management | 34,709 | $1.42M | 0.24% | +22,399+182.0% | Added |
| Patrick M Sweeney & Associates, Inc | 34,582 | $1.42M | 0.91% | +143+0.4% | Added |
| WBH Advisory Inc | 34,233 | $1.42M | 0.11% | −3,448−9.2% | Reduced |
| Ronald Blue Trust, Inc. | 34,508 | $1.42M | 0.02% | −1,388−3.9% | Reduced |
| Wilkins Investment Counsel Inc | 34,400 | $1.41M | 0.20% | −200−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 33,811 | $1.39M | 0.02% | −132,419−79.7% | Reduced |
| Vise Technologies, Inc. | 38,139 | $1.38M | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 33,672 | $1.38M | 0.16% | +32+0.1% | Added |
| Reliant Investment Partners, LLC | 33,666 | $1.38M | 1.14% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 33,647 | $1.38M | 0.35% | −200−0.6% | Reduced |
| Washington Trust Co | 33,316 | $1.37M | 0.05% | −716−2.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 33,277 | $1.37M | 0.19% | +10,539+46.3% | Added |
| Gratus Wealth Advisors, LLC | 33,156 | $1.36M | 0.20% | −1,051−3.1% | Reduced |
| NewEdge Wealth, LLC | 33,053 | $1.36M | 0.02% | −7,545−18.6% | Reduced |
| Simplex Trading, LLC | 32,947 | $1.35M | 0.04% | +32,947 | New |
| Gerald Baker Financial Group LLC | 32,846 | $1.35M | 0.43% | +32,846 | New |
| Spirit of America Management Corp | 32,600 | $1.34M | 0.26% | −2,000−5.8% | Reduced |
| Davis R M Inc | 32,566 | $1.34M | 0.02% | +40+0.1% | Added |
| Biltmore Wealth Management, LLC | 32,536 | $1.34M | 0.47% | −334−1.0% | Reduced |