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 Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.35 B.
Top institutional holders include Daniel Loeb and Ken Fisher.
Notably, Daniel Loeb has expressed high conviction in this stock, allocating 5.51% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $509.9 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 99.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 5.51% | New Buy | 1,650,000 | $495.68 M | Q3 2025 | |
| 0.12% | Add 7.5% | 1,133,629 | $340.55 M | Q3 2025 | |
| 0.71% | Reduce -6.6% | 764,463 | $229.65 M | Q3 2025 | |
| 0.14% | New Buy | 267,694 | $80.42 M | Q3 2025 | |
| 0.63% | Add 8.5% | 256,500 | $77.06 M | Q3 2025 | |
| 0.03% | Add 11.3% | 140,553 | $42.18 M | Q3 2025 | |
| 0.20% | Add 154.4% | 138,000 | $41.46 M | Q3 2025 | |
| 0.09% | Add 1630.5% | 65,880 | $19.79 M | Q3 2025 | |
| 0.05% | Add 1104.5% | 59,034 | $17.73 M | Q3 2025 | |
| 0.15% | Add 144.1% | 36,746 | $11.04 M | Q3 2025 | |
| 0.01% | 3,273 | $983,242 | Q3 2025 | ||
| 0.01% | 3,054 | $917,452 | Q3 2025 | ||
| 0.00% | Reduce -99.7% | 738 | $221,703 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Norfolk Southern Corporation (NSC)
Top Guru holders include Daniel Loeb ($495.68 M), Ken Fisher ($340.55 M), HOTCHKIS & WILEY ($229.65 M). Collectively, tracked Gurus hold 4.52 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $509.9 M, with 9 Gurus buying and 3 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 1 Gurus sold out of NSC completely. Total sell value was $166.82 M.
Yes, 2 Gurus opened new positions in NSC, and 7 added to their existing holdings. Total buy value was $676.72 M.