Guru Ownership Trend
Guru Analysis for CSX Corporation (CSX)
CSX Corporation (CSX), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.03 B.
Top institutional holders include Ken Fisher and Andreas Halvorsen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $63.93 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 91.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.33% | Add 2.3% | 25,855,674 | $918.14 M | Q3 2025 | |
| 1.47% | Reduce -15.5% | 15,947,719 | $566.3 M | Q3 2025 | |
| 0.35% | Add 977.4% | 5,813,348 | $206.43 M | Q3 2025 | |
| 0.06% | Add 73.6% | 2,820,990 | $99.89 M | Q3 2025 | |
| 0.93% | Reduce -7.2% | 1,904,818 | $67.64 M | Q3 2025 | |
| 0.07% | Add 30.0% | 435,899 | $15.48 M | Q3 2025 | |
| 0.03% | Add 1138.5% | 339,632 | $12.06 M | Q3 2025 | |
| 0.08% | Add 338.5% | 285,000 | $10.12 M | Q3 2025 | |
| 0.10% | Reduce -91.6% | 215,206 | $7.71 M | Q3 2025 | |
| 0.02% | Add 29.6% | 154,988 | $5.5 M | Q3 2025 | |
| 0.01% | New Buy | 69,300 | $2.46 M | Q3 2025 | |
| 0.04% | 7,566 | $268,669 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for CSX Corporation (CSX)
Major holders include Ken Fisher ($918.14 M), Andreas Halvorsen ($566.3 M), Steven Cohen ($206.43 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 53.85 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $63.93 M, with 8 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited CSX. The total reported sell value was $212.59 M.
Yes, 1 managers opened new positions in CSX, and 7 increased their existing holdings. The total reported buy value was $276.52 M.