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Norfolk Southern Corporation

NSC Industrials
$320.92 $-2.38 (-0.73%)
Market Cap: $71.94 B
Gurus Holding
12
Popularity Rank
#225
% of Shares Held
1.73%
Net Activity (Q2 2026)
+$165.99 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 Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.25 B.

Top institutional holders include Ken Fisher and HOTCHKIS & WILEY.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $165.99 M net inflow during the quarter.

Recent activity highlights Daniel Loeb who increased their stake by 500.0%. Conversely, Louis Moore Bacon reduced exposure by 40.0%.

Key Holders

Top 5 by Value

$377.65 M
$228.75 M
$203.59 M
$188.75 M
$88.87 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$215.75 M
Total Buy Value
New Buys 0
Additions 7
-$49.76 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for Norfolk Southern Corporation (NSC)

Major holders include Ken Fisher ($377.65 M), HOTCHKIS & WILEY ($228.75 M), Paul Tudor Jones ($203.59 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 3.89 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $165.99 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited NSC. The total reported sell value was $49.76 M.

Yes, 0 managers opened new positions in NSC, and 7 increased their existing holdings. The total reported buy value was $215.75 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Add 3.9% 1,200,449 $377.65 M Q2 2026
0.67% Reduce -2.0% 727,138 $228.75 M Q2 2026
0.28% Add 2.5% 647,145 $203.59 M Q2 2026
4.03% Add 500.0% 600,000 $188.75 M Q2 2026
0.68% 282,500 $88.87 M Q2 2026
0.02% Add 23.6% 210,820 $65.97 M Q2 2026
0.09% Add 78.7% 123,701 $38.92 M Q2 2026
0.06% Add 65.0% 78,090 $24.57 M Q2 2026
0.07% Reduce -40.0% 15,000 $4.72 M Q2 2026
0.01% Add 1.7% 3,083 $969,881 Q2 2026
0.01% Reduce -4.6% 2,590 $814,788 Q2 2026
0.00% 523 $165,608 Q2 2026
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SEC Form