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Who Owns CSX Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in CSX Corp.

Who crossed 5% of CSX →
Managers holding
78
as of 2026-09-30
Reported value
$85.3M
summed across filings
Shares held
1.8M
Added vs trimmed
27 / 30
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Ausbil Investment Management LtdCOM288.2K shadded$13.4M
JACOBS & CO/CACOM178.2K shtrimmed$8.3M
Farther Finance Advisors, LLCStock107.3K shadded$5M
GAMMA Investing LLCCommon Stock80.4K shadded$3.7M
NEVILLE RODIE & SHAW INCCOM57.8K shheld$2.7M
MFG WEALTH MANAGEMENT, INC.COM48.2K shadded$2.2M
PARK NATIONAL CORP /OH/Com46.6K shtrimmed$2.2M
EASTERN BANKCOM45.1K shtrimmed$2.1M
CHAPIN DAVIS, INC.COM43.9K shtrimmed$2M
Everhart Financial Group, Inc.COM40.8K shadded$1.9M
Valeo Financial Advisors, LLCStock40.4K shadded$1.9M
Whitaker-Myers Wealth Managers, LTD.COM39.4K shtrimmed$1.8M
CoreCap Advisors, LLCStock39.2K shadded$1.8M
Apella Capital, LLCCOM37.2K shadded$1.7M
Venture Visionary Partners LLCCOM36.7K shtrimmed$1.7M
ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM35.7K shtrimmed$1.7M
Gerald Baker Financial Group LLCCOM32.8K shtrimmed$1.5M
Biltmore Wealth Management, LLCCOM31K shtrimmed$1.4M
Bath Savings Trust CoCommon Stock30K shtrimmed$1.4M
Decker Wealth Management LLCCOM27.6K shheld$1.3M
Werlinich Asset Management, LLCCOM25K shheld$1.2M
Wedmont Private CapitalCOM24K shadded$1.1M
TrueWealth Advisors, LLCCOM23.7K shtrimmed$1.1M
SAPIENT CAPITAL LLCCOM23.4K shtrimmed$1.1M
DAVIDSON TRUST COEquities22.3K shtrimmed$1M
Grove Bank & TrustCOM22K shheld$1M
Avidian Wealth Enterprises, LLCCOM21.2K shtrimmed$988.2K
Acropolis Investment Management, LLCCOM20.9K shadded$974.1K
CENTRAL BANK & TRUST COEquities20.8K shadded$965.6K
Graves Light Lenhart Wealth, Inc.COM20.6K shadded$958.8K
Legacy Wealth Asset Management, LLCCOM20.2K shtrimmed$938.2K
Dupree Financial Group, LLCCOM18.5K shheld$859.6K
CANANDAIGUA NATIONAL BANK & TRUST COCom18.3K shtrimmed$852.9K
MAGNOLIA CAPITAL MANAGEMENT LTDCOM14.9K shheld$693K
Greenfield Savings BankCOM14.4K shtrimmed$671.7K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM13.9K shadded$647.6K
Bangor Savings BankCOM13.2K shtrimmed$616K
Successful Portfolios LLCCOM11.7K shheld$553.7K
Kaydan Wealth Management, Inc.COM11.3K shheld$527.8K
ARMSTRONG ADVISORY GROUP, INCCOM10.2K shadded$473.1K
Davis Capital ManagementStock9.3K shadded$431.8K
Gradient Investments LLCCOM8.7K shadded$403.9K
Bill Few Associates, Inc.COM8.4K shadded$389.3K
First Heartland Consultants, Inc.COM8.1K shadded$376.8K
YHB Investment Advisors, Inc.COM7.9K shtrimmed$369K
Exchange BankCOMMON STOCK7.6K shtrimmed$353.2K
COLLECTIVE FAMILY OFFICE LLCCOM7.4K shtrimmed$344.7K
Ridgewood Investments LLCCOM7.4K shadded$344.7K
Lee, Kelleher & Klein Wealth ManagementCOM7.4K shheld$342.5K
Cooper Financial GroupCOM6.8K shtrimmed$317.7K
Rosenberg Matthew HamiltonStock6.2K shadded$289K
FC Advisory LLCCOM6.2K shheld$287.9K
Heartwood Wealth Advisors LLCStock6K shheld$279.3K
M.E. ALLISON & CO., INC.COM5.9K shheld$275.9K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock5.9K shtrimmed$273.7K
Atlas Brown,Inc.Stock5.8K shadded$271.6K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM5.8K shtrimmed$267.8K
Roan Capital PartnersCOM5.6K shtrimmed$261.7K
ROCKLAND TRUST COCOM5.2K shadded$242.2K
Financial Symmetry IncCOM4.9K shheld$227.7K
ARGUS INVESTORS' COUNSEL, INC.COM4.9K shadded$227.6K
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM4.8K shheld$223.2K
Sound Income Strategies, LLCCOM4.5K shtrimmed$212.4K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM4.4K shtrimmed$204.8K
ELEVATION WEALTH PARTNERS, LLCCOM3.8K shadded$176.1K
GK Wealth Management LLCCOM2.8K shtrimmed$131.1K
Trust CoStock2.4K shadded$109.3K
Bank of New HampshireCOM2K shheld$93K
ACIMA PRIVATE WEALTH, LLCStock1.8K shheld$83.7K
Bullock Wealth Management GroupStock1.7K shadded$77.3K
VALLEY WEALTH MANAGERS, INC.Stock1.7K shheld$76.7K
Wealth Enhancement Trust Services, Inc.COM1.2K shtrimmed$54.9K
AMERICAN NATIONAL BANK & TRUSTCOM996 shtrimmed$46.3K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM915 sh—$42.6K
Aventus Investment Advisors, Inc.Stock720 shheld$33.5K
Retirement Wealth Solutions LLCCOM615 shadded$28.6K
Marquette Asset Management, LLCCOM199 shheld$9.3K
MJT & Associates Financial Advisory Group, Inc.Stock183 shheld$8.5K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on CSX

Company overviewEverything on CSX in one place, with the price.SEC filingsWhat CSX's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat CSX's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold CSX, and how big a bet.LobbyingWhat CSX spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on CSX's account, and who they worked for.Federal contractsWhat federal agencies pay CSX.PatentsWhat CSX is filing at the patent office.

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