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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 24,710 | $1.01M | 0.04% | −61,674−71.4% | Reduced |
| National Asset Management, Inc. | 25,502 | $1.01M | 0.07% | −5,510−17.8% | Reduced |
| Mystic Asset Management, Inc. | 24,533 | $1.01M | 0.23% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 24,511 | $1.01M | 0.42% | −28−0.1% | Reduced |
| Boston Private Wealth LLC | 24,474 | $1.00M | 0.07% | −367−1.5% | Reduced |
| Arete Wealth Advisors, LLC | 24,468 | $1.00M | 0.08% | −4,059−14.2% | Reduced |
| GWN Securities Inc. | 24,392 | $1.00M | 0.19% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 22,002 | $1.00M | 0.17% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 24,281 | $996.7K | 0.02% | +1,422+6.2% | Added |
| Wellington Shields Capital Management, LLC | 24,233 | $994.8K | 0.15% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 24,037 | $986.7K | 0.25% | +6,162+34.5% | Added |
| New Republic Capital, LLC | 23,929 | $982.3K | 0.33% | −1,703−6.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,737 | $974.4K | 0.49% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 23,699 | $972.9K | 0.07% | +2,011+9.3% | Added |
| Frank, Rimerman Advisors LLC | 23,693 | $972.6K | 0.06% | −896−3.6% | Reduced |
| Mission Wealth Management, LP | 23,659 | $971.2K | 0.02% | −5,416−18.6% | Reduced |
| Chicago Trust Co NA | 23,596 | $968.6K | 0.15% | +2,774+13.3% | Added |
| Sowell Financial Services LLC | 23,593 | $968.5K | 0.04% | +695+3.0% | Added |
| Jump Financial, LLC | 23,557 | $967.0K | 0.01% | −12,543−34.7% | Reduced |
| Americana Partners, LLC | 23,501 | $964.7K | 0.03% | −11,719−33.3% | Reduced |
| TIAA Wealth Investment Management LLC | 23,492 | $964.2K | 0.01% | +23,492 | New |
| Quantum Private Wealth, LLC | 23,458 | $963.0K | 0.30% | −1,000−4.1% | Reduced |
| Pioneer Trust Bank N A | 23,428 | $961.7K | 0.23% | +43+0.2% | Added |
| Brookstone Capital Management | 23,263 | $954.9K | 0.01% | +2,668+13.0% | Added |
| Fulton Bank, N.A. | 23,260 | $954.8K | 0.03% | +278+1.2% | Added |
| RMR Capital Management, LLC | 23,248 | $954.3K | 0.69% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 23,174 | $951.3K | 0.07% | −252−1.1% | Reduced |
| Mosaic Advisors LLC | 20,922 | $950.1K | 1.43% | −2,184−9.5% | Reduced |
| Parallel Advisors, LLC | 23,092 | $947.9K | 0.02% | +1,358+6.2% | Added |
| Sage Investment Advisers LLC | 22,867 | $947.6K | 0.70% | −1,194−5.0% | Reduced |
| Sunpointe, LLC | 23,032 | $945.5K | 0.31% | +10,895+89.8% | Added |
| Rodgers Brothers Inc. | 22,800 | $935.9K | 0.11% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 22,711 | $932.3K | 0.17% | −441−1.9% | Reduced |
| Brave Asset Management Inc | 22,641 | $929.4K | 0.22% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 22,616 | $928.4K | 0.02% | −31,223−58.0% | Reduced |
| Continuum Advisory, LLC | 22,607 | $928.0K | 0.09% | −152−0.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 22,607 | $928.0K | 0.21% | −48−0.2% | Reduced |
| Abbot Financial Management, Inc. | 22,592 | $927.4K | 0.39% | −200−0.9% | Reduced |
| Brighton Jones LLC | 22,578 | $926.8K | 0.02% | +22,578 | New |
| Davidson Trust Co | 22,517 | $924.3K | 0.40% | +372+1.7% | Added |
| Sanders Morris Harris LLC | 22,500 | $923.6K | 0.15% | +22,500 | New |
| SK Wealth Management, LLC | 22,160 | $919.2K | 0.25% | +79+0.4% | Added |
| Cadinha & Co LLC | 22,381 | $918.7K | 0.17% | 00.0% | Unchanged |
| XML Financial, LLC | 22,351 | $917.5K | 0.07% | −1,709−7.1% | Reduced |
| Cary Street Partners Financial LLC | 22,347 | $917.4K | 0.02% | −1,606−6.7% | Reduced |
| Calamos Wealth Management LLC | 22,273 | $914.3K | 0.03% | +635+2.9% | Added |
| Capital Analysts, LLC | 22,269 | $914.0K | 0.02% | −2,198−9.0% | Reduced |
| Welch & Forbes LLC | 22,185 | $910.7K | 0.01% | −1,174−5.0% | Reduced |
| D.B. Root & Company, LLC | 22,177 | $910.4K | 0.22% | −2,175−8.9% | Reduced |
| CX Institutional | 22,015 | $904.0K | 0.03% | −49−0.2% | Reduced |
| Howland Capital Management LLC | 21,887 | $898.5K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 21,885 | $898.4K | 0.10% | −860−3.8% | Reduced |
| Sagespring Wealth Partners, LLC | 21,760 | $893.2K | 0.02% | +1,364+6.7% | Added |
| Embree Financial Group | 21,713 | $891.3K | 0.10% | +740+3.5% | Added |
| Castle Wealth Management LLC | 21,666 | $889.4K | 0.29% | +772+3.7% | Added |
| Lakeside Advisors, INC. | 21,600 | $886.7K | 0.59% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21,586 | $886.0K | 0.01% | +11,713+118.6% | Added |
| Stratos Wealth Partners, LTD. | 21,487 | $882.0K | 0.01% | −3,525−14.1% | Reduced |
| Verus Capital Partners, LLC | 21,484 | $881.9K | 0.06% | +3,533+19.7% | Added |
| Modern Wealth Management, LLC | 21,277 | $881.7K | 0.02% | +1,448+7.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,451 | $880.5K | 0.08% | −2,700−11.2% | Reduced |
| Myriad Asset Management Advisors LLC | 21,448 | $880.0K | 0.26% | +21,448 | New |
| SBI Okasan Asset Management Co.Ltd. | 22,000 | $874.9K | 0.04% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 21,293 | $874.1K | 0.90% | −498−2.3% | Reduced |
| Chilton Investment Co LLC | 21,257 | $872.6K | 0.02% | +8,560+67.4% | Added |
| Morse Asset Management, Inc | 21,250 | $872.3K | 0.18% | −400−1.8% | Reduced |
| Redwood Wealth Management Group, LLC | 21,113 | $866.7K | 0.37% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 21,007 | $862.3K | 0.03% | −700−3.2% | Reduced |
| Premier Path Wealth Partners, LLC | 20,968 | $860.7K | 0.11% | +3,307+18.7% | Added |
| Connecticut Wealth Management, LLC | 20,814 | $854.4K | 0.04% | +3,300+18.8% | Added |
| Legacy Wealth Asset Management, LLC | 20,742 | $851.5K | 0.21% | +61+0.3% | Added |
| ELCO Management Co., LLC | 20,719 | $850.5K | 0.41% | −519−2.4% | Reduced |
| 44 Wealth Management LLC | 20,657 | $848.0K | 0.30% | −236−1.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 20,590 | $845.2K | 0.09% | +15+0.1% | Added |
| Appleton Partners Inc | 20,476 | $841.0K | 0.06% | −94−0.5% | Reduced |
| Acropolis Investment Management, LLC | 20,283 | $832.6K | 0.04% | −205−1.0% | Reduced |
| EPG Wealth Management LLC | 20,261 | $831.7K | 0.23% | +140+0.7% | Added |
| National Philanthropic Trust | 20,173 | $828.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20,108 | $825.4K | 0.04% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 20,102 | $825.2K | 0.04% | +339+1.7% | Added |
| RB Capital Management, LLC | 20,030 | $822.2K | 0.17% | −198−1.0% | Reduced |
| Colonial Trust Co | 19,998 | $820.9K | 0.11% | −256−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 19,846 | $814.7K | 0.05% | +10,121+104.1% | Added |
| William B. Walkup & Associates, Inc. | 27,573 | $811.5K | 0.48% | +83+0.3% | Added |
| Inspire Advisors, LLC | 19,756 | $811.0K | 0.07% | −1,918−8.8% | Reduced |
| Wealth Alliance | 19,716 | $809.3K | 0.08% | −2,330−10.6% | Reduced |
| Optas, LLC | 19,705 | $808.9K | 0.12% | −326−1.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 19,563 | $803.1K | 0.13% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 19,550 | $802.6K | 0.02% | −20.0% | Reduced |
| Empire Financial Management Company, LLC | 19,526 | $801.5K | 0.18% | 00.0% | Unchanged |
| Westpac Banking Corp | 19,520 | $801.3K | 0.06% | −11,033−36.1% | Reduced |
| Chronos Wealth Management, LLC | 19,510 | $800.9K | 0.39% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 19,507 | $800.8K | 0.03% | +758+4.0% | Added |
| PFG Investments, LLC | 19,500 | $800.5K | 0.04% | −1,573−7.5% | Reduced |
| One Capital Management, LLC | 19,488 | $800.0K | 0.02% | −54−0.3% | Reduced |
| Patriot Investment Management Inc. | 19,475 | $799.4K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 19,453 | $798.6K | 0.01% | +766+4.1% | Added |
| Cornerstone Investment Partners, LLC | 19,435 | $797.8K | 0.03% | −66−0.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 18,340 | $795.4K | 0.04% | +18,332+229,150.0% | Added |
| Cornerstone Advisory, LLC | 19,359 | $794.7K | 0.08% | +141+0.7% | Added |