# CSX CORP (CSX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CSX/

- Reporting holders: 84
- Reported value: $76.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $13.4M | 288,186 | 6.7% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.0M | 107,277 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.7M | 80,441 | 0.1% | 12 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $2.2M | 48,237 | 1.6% | 3 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $2.2M | 46,578 | 0.1% | 32 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.1M | 45,065 | 0.0% | 9 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $2.0M | 43,935 | 0.4% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.9M | 40,815 | 0.1% | 24 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.9M | 40,393 | 0.0% | 32 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $1.8M | 39,395 | 0.3% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.8M | 39,171 | 0.1% | 9 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.7M | 37,169 | 0.0% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.7M | 36,716 | 0.0% | 24 |
| [ABLES, IANNONE, MOORE & ASSOCIATES, INC.](https://holderbook.com/funds/2013713-ables-iannone-moore-associates-inc/) | $1.7M | 35,721 | 0.9% | 12 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $1.5M | 32,846 | 0.4% | 3 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $1.4M | 31,044 | 0.4% | 23 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $1.4M | 29,964 | 0.1% | 31 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $1.3M | 27,576 | 0.3% | 4 |
| [Werlinich Asset Management, LLC](https://holderbook.com/funds/2000493-werlinich-asset-management-llc/) | $1.2M | 25,026 | 0.5% | 23 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 24,003 | 0.0% | 17 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.1M | 23,720 | 0.2% | 6 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.1M | 23,410 | 0.0% | 12 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $1.0M | 22,307 | 0.4% | 28 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $1.0M | 21,985 | 0.1% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $988.2K | 21,247 | 0.0% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 84 | $76.0M |
| Q2 2026 | 2,002 | $77.1B |
| Q1 2026 | 1,876 | $61.8B |
| Q4 2025 | 1,821 | $54.1B |
| Q3 2025 | 1,751 | $51.2B |
| Q2 2025 | 1,710 | $47.0B |
| Q1 2025 | 1,677 | $42.1B |
| Q4 2024 | 1,732 | $47.8B |
| Q3 2024 | 1,678 | $52.7B |
| Q2 2024 | 1,667 | $51.0B |
| Q1 2024 | 1,704 | $58.0B |
| Q4 2023 | 1,676 | $52.6B |

