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Norfolk Southern Corporation

NSC Industrials
$291.29 +$1.92 (0.66%)
Market Cap: $65.42 B
Gurus Holding
14
Popularity Rank
#148
% of Shares Held
1.81%
Net Activity (Q4 2025)
-$129.31 M

Guru Ownership Trend

Guru Analysis for Norfolk Southern Corporation (NSC)

Norfolk Southern Corporation (NSC), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.19 B.

Top institutional holders include Ken Fisher and Daniel Loeb.

Institutional sentiment is currently Bearish. This is evidenced by a $129.31 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Manning & Napier Group reduced exposure by 71.4%.

Key Holders

Top 5 by Value

$329.43 M
$281.5 M
$222.51 M
$115.43 M
$78.96 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$65.8 M
Total Buy Value
New Buys 1
Additions 9
-$195.11 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
10

FAQs for Norfolk Southern Corporation (NSC)

Major holders include Ken Fisher ($329.43 M), Daniel Loeb ($281.5 M), HOTCHKIS & WILEY ($222.51 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 4.07 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $129.31 M, with 10 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited NSC. The total reported sell value was $195.11 M.

Yes, 1 managers opened new positions in NSC, and 9 increased their existing holdings. The total reported buy value was $65.8 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Add 0.7% 1,140,990 $329.43 M Q4 2025
3.87% Reduce -40.9% 975,000 $281.5 M Q4 2025
0.66% Add 0.8% 770,668 $222.51 M Q4 2025
0.21% Add 49.4% 399,788 $115.43 M Q4 2025
0.63% Add 6.6% 273,500 $78.96 M Q4 2025
0.02% Add 3.3% 145,151 $41.91 M Q4 2025
0.20% Add 0.6% 138,801 $40.07 M Q4 2025
0.10% Add 37.2% 90,407 $26.1 M Q4 2025
0.06% Add 46.9% 86,720 $25.04 M Q4 2025
0.17% Add 13.8% 41,818 $12.07 M Q4 2025
0.01% Reduce -0.6% 3,035 $876,265 Q4 2025
0.01% Reduce -7.3% 3,033 $875,687 Q4 2025
0.00% New Buy 2,562 $739,701 Q4 2025
0.00% Reduce -71.4% 211 $60,920 Q4 2025
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Value
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SEC Form