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Norfolk Southern Corporation

NSC Industrials
$313.91 +$3.38 (1.09%)
Market Cap: $70.5 B
Gurus Holding
14
Popularity Rank
#151
% of Shares Held
1.50%
Net Activity (Q1 2026)
-$199.74 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 Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.06 B.

Top institutional holders include Ken Fisher and HOTCHKIS & WILEY.

Institutional sentiment is currently Bearish. This is evidenced by a $199.74 M net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 222.2%. Conversely, Daniel Loeb reduced exposure by 89.7%.

Key Holders

Top 5 by Value

$331.6 M
$212.86 M
$181.29 M
$81.08 M
$48.4 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$82.22 M
Total Buy Value
New Buys 0
Additions 6
-$281.95 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
6

FAQs for Norfolk Southern Corporation (NSC)

Major holders include Ken Fisher ($331.6 M), HOTCHKIS & WILEY ($212.86 M), Paul Tudor Jones ($181.29 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 3.38 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $199.74 M, with 6 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited NSC. The total reported sell value was $281.95 M.

Yes, 0 managers opened new positions in NSC, and 6 increased their existing holdings. The total reported buy value was $82.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Add 1.3% 1,155,414 $331.6 M Q1 2026
0.66% Reduce -3.8% 741,668 $212.86 M Q1 2026
0.34% Add 58.0% 631,675 $181.29 M Q1 2026
0.68% Add 3.3% 282,500 $81.08 M Q1 2026
0.02% Add 17.5% 170,591 $48.4 M Q1 2026
0.27% Reduce -0.5% 138,093 $39.63 M Q1 2026
1.38% Reduce -89.7% 100,000 $28.7 M Q1 2026
0.05% Reduce -20.2% 69,225 $19.87 M Q1 2026
0.04% Reduce -47.6% 47,333 $13.58 M Q1 2026
0.15% Reduce -40.2% 25,000 $7.18 M Q1 2026
0.00% Add 222.2% 8,254 $2.37 M Q1 2026
0.01% 3,033 $870,471 Q1 2026
0.01% Reduce -10.5% 2,715 $779,205 Q1 2026
0.00% Add 147.9% 523 $150,101 Q1 2026
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Value
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SEC Form