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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 32,376 | $1.33M | 0.20% | +43+0.1% | Added |
| Invesco, LLC | 32,370 | $1.33M | 0.47% | −239−0.7% | Reduced |
| Citizens Financial Group Inc | 32,334 | $1.33M | 0.02% | −2,011−5.9% | Reduced |
| Stock Yards Bank & Trust Co | 32,278 | $1.33M | 0.04% | −3,672−10.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 31,999 | $1.31M | 0.28% | +60.0% | Added |
| Donaldson Capital Management, LLC | 31,838 | $1.31M | 0.04% | −809−2.5% | Reduced |
| Goelzer Investment Management, Inc. | 31,815 | $1.31M | 0.06% | −668−2.1% | Reduced |
| Foundations Investment Advisors, LLC | 31,795 | $1.31M | 0.02% | +2,073+7.0% | Added |
| Yoffe Investment Management, LLC | 31,770 | $1.30M | 1.67% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 31,661 | $1.30M | 0.05% | −3,550−10.1% | Reduced |
| Essex Financial Services, Inc. | 31,374 | $1.29M | 0.07% | +252+0.8% | Added |
| Valmark Advisers, Inc. | 31,110 | $1.28M | 0.02% | +254+0.8% | Added |
| Ieq Capital, LLC | 31,047 | $1.27M | 0.01% | +5,903+23.5% | Added |
| BNB Wealth Management, LLC | 31,046 | $1.27M | 0.82% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 31,008 | $1.27M | 0.07% | +701+2.3% | Added |
| Deseret Mutual Benefit Administrators | 30,989 | $1.27M | 0.43% | +17,150+123.9% | Added |
| Bath Savings Trust Co | 30,964 | $1.27M | 0.14% | −557−1.8% | Reduced |
| Sovereign Financial Group, Inc. | 30,936 | $1.27M | 0.22% | −47−0.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 30,817 | $1.27M | 0.15% | +932+3.1% | Added |
| Panagora Asset Management Inc | 30,775 | $1.26M | 0.00% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 28,819 | $1.26M | 0.08% | −4,045−12.3% | Reduced |
| Harbor Investment Advisory, LLC | 30,720 | $1.26M | 0.10% | −136−0.4% | Reduced |
| Systematic Financial Management LP | 30,600 | $1.26M | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 30,534 | $1.25M | 0.03% | +8,584+39.1% | Added |
| Pensionmark Financial Group, LLC | 30,490 | $1.25M | 0.02% | +1,441+5.0% | Added |
| Harbour Trust & Investment Management Co | 30,475 | $1.25M | 0.13% | −850−2.7% | Reduced |
| Whittier Trust Co | 30,106 | $1.25M | 0.01% | −1,359−4.3% | Reduced |
| KTF Investments, LLC | 30,350 | $1.25M | 0.21% | −6,200−17.0% | Reduced |
| United Community Bank | 30,039 | $1.23M | 0.41% | −411−1.3% | Reduced |
| First Command Advisory Services, Inc. | 30,017 | $1.23M | 0.01% | +241+0.8% | Added |
| Harbor Advisors LLC | 30,000 | $1.23M | 0.18% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 29,894 | $1.23M | 0.16% | −1,947−6.1% | Reduced |
| Vaughan David Investments LLC | 29,901 | $1.23M | 0.03% | 00.0% | Unchanged |
| Mfg Wealth Management, Inc. | 29,857 | $1.23M | 1.02% | +29,857 | New |
| Moneta Group Investment Advisors LLC | 29,839 | $1.22M | 0.01% | +2,130+7.7% | Added |
| Confluence Wealth Services, Inc. | 29,818 | $1.22M | 0.05% | −1,736−5.5% | Reduced |
| Everence Capital Management Inc | 29,639 | $1.22M | 0.07% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 29,642 | $1.22M | 0.09% | +699+2.4% | Added |
| Navalign, LLC | 29,594 | $1.21M | 0.31% | −90−0.3% | Reduced |
| Voleon Capital Management LP | 29,581 | $1.21M | 0.03% | −149,449−83.5% | Reduced |
| Acorn Wealth Advisors, LLC | 29,571 | $1.21M | 0.35% | −133−0.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 29,500 | $1.21M | 0.28% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 29,493 | $1.21M | 0.13% | −58−0.2% | Reduced |
| Congress Park Capital LLC | 29,465 | $1.21M | 0.37% | −25−0.1% | Reduced |
| Clearbridge Investments, LLC | 29,377 | $1.21M | 0.00% | −2,724,075−98.9% | Reduced |
| Wealthcare Advisory Partners LLC | 29,374 | $1.21M | 0.02% | −3,043−9.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 29,203 | $1.20M | 0.06% | −313−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 29,100 | $1.20M | 0.10% | +29,100 | New |
| Weatherly Asset Management L. P. | 28,994 | $1.19M | 0.10% | −125−0.4% | Reduced |
| Fruth Investment Management | 28,900 | $1.19M | 0.30% | 00.0% | Unchanged |
| Private Trust Co NA | 28,761 | $1.18M | 0.11% | +661+2.4% | Added |
| Portside Wealth Group, LLC | 28,736 | $1.18M | 0.16% | +3,710+14.8% | Added |
| Advisory Alpha, LLC | 28,592 | $1.17M | 0.03% | +4,547+18.9% | Added |
| Creative Financial Designs Inc | 28,570 | $1.17M | 0.07% | −906−3.1% | Reduced |
| Tradewinds, LLC. | 25,982 | $1.17M | 0.38% | +10.0% | Added |
| Reynders McVeigh Capital Management, LLC | 28,495 | $1.17M | 0.06% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 28,432 | $1.17M | 0.18% | +1,441+5.3% | Added |
| Tema ETFs LLC | 28,325 | $1.16M | 0.08% | +147+0.5% | Added |
| Syon Capital LLC | 28,080 | $1.15M | 0.06% | −236−0.8% | Reduced |
| Norden Group LLC | 28,070 | $1.15M | 0.11% | +2,964+11.8% | Added |
| LS Investment Advisors, LLC | 28,039 | $1.15M | 0.17% | −1,735−5.8% | Reduced |
| J. Goldman & Co LP | 28,000 | $1.15M | 0.05% | −630,628−95.7% | Reduced |
| Accurate Wealth Management, LLC | 27,078 | $1.14M | 0.14% | +2,227+9.0% | Added |
| Atomi Financial Group, Inc. | 27,866 | $1.14M | 0.04% | −561−2.0% | Reduced |
| Lyell Wealth Management, LP | 27,831 | $1.14M | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 27,766 | $1.14M | 0.02% | +975+3.6% | Added |
| Edgemoor Investment Advisors, Inc. | 27,750 | $1.14M | 0.09% | 00.0% | Unchanged |
| Vista Investment Management | 27,632 | $1.13M | 0.38% | −701−2.5% | Reduced |
| Sawgrass Asset Management LLC | 27,584 | $1.13M | 0.17% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 27,361 | $1.12M | 0.15% | +4,201+18.1% | Added |
| RMR Wealth Builders | 27,261 | $1.12M | 0.09% | −40−0.1% | Reduced |
| Barnett & Company, Inc. | 27,060 | $1.11M | 0.86% | −3,800−12.3% | Reduced |
| Curat Global, LLC | 27,058 | $1.11M | 1.09% | +18,994+235.5% | Added |
| Rossmore Private Capital | 26,733 | $1.10M | 0.10% | +3,075+13.0% | Added |
| Benjamin Edwards Inc | 26,609 | $1.09M | 0.01% | −941−3.4% | Reduced |
| Alamea Verwaltungs GmbH | 26,587 | $1.09M | 0.81% | +2,601+10.8% | Added |
| Alphadyne Asset Management LP | 26,569 | $1.09M | 0.14% | +26,569 | New |
| AAFMAA Wealth Management & Trust LLC | 26,462 | $1.09M | 0.42% | +641+2.5% | Added |
| Aviance Capital Partners, LLC | 26,363 | $1.08M | 0.13% | +311+1.2% | Added |
| Cascade Financial Partners, LLC | 26,274 | $1.08M | 0.11% | −1,271−4.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,264 | $1.08M | 0.07% | −200−0.8% | Reduced |
| IFP Advisors, Inc | 26,221 | $1.08M | 0.02% | −5,422−17.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 26,219 | $1.08M | 0.18% | −2,705−9.4% | Reduced |
| Tannin Capital LLC | 26,082 | $1.07M | 0.78% | +3,109+13.5% | Added |
| Walker Asset Management, LLC | 26,074 | $1.07M | 0.58% | +37+0.1% | Added |
| Northstar Group, Inc. | 26,036 | $1.07M | 0.15% | 00.0% | Unchanged |
| LMR Partners LLP | 25,913 | $1.06M | 0.01% | +16,095+163.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 25,890 | $1.06M | 0.62% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 25,668 | $1.05M | 0.40% | −3,675−12.5% | Reduced |
| Fingerlakes Wealth Management, Inc. | 25,653 | $1.05M | 0.70% | −1,376−5.1% | Reduced |
| South State Corp. | 25,637 | $1.05M | 0.05% | 00.0% | Unchanged |
| Walsky Investment Management, Inc. | 25,490 | $1.05M | 1.07% | +1,820+7.7% | Added |
| Hanson & Doremus Investment Management | 25,452 | $1.04M | 0.12% | +17,281+211.5% | Added |
| Mutual Advisors, LLC | 25,156 | $1.03M | 0.02% | −1,947−7.2% | Reduced |
| Independence Bank of Kentucky | 25,131 | $1.03M | 0.13% | +1,786+7.7% | Added |
| Werlinich Asset Management, LLC | 25,026 | $1.03M | 0.50% | 00.0% | Unchanged |
| Sandler Capital Management | 25,007 | $1.03M | 0.70% | +25,007 | New |
| Stony Point Wealth Management Inc. | 24,937 | $1.02M | 0.41% | −539−2.1% | Reduced |
| Aberdeen Wealth Management LLC | 24,800 | $1.02M | 0.46% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 24,764 | $1.02M | 0.01% | −256−1.0% | Reduced |