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Norfolk Southern Corp

NSC
Exchange
NYSE
Industry
Railroads, Line-Haul Operating
SEC CIK
0000702165

No open-market purchases or sales by Norfolk Southern Corp insiders were filed in the last 90 days; 1,869 institutions reported holding it in 13F filings for Q2 2026, worth $53.6B in total; superinvestors Third Point and Markel Group hold it.

13F holders, Q4 2023

Institutional positions in Norfolk Southern Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,585
+163 vs. Q3 2023
Shares held
169.8M
+2.08M (+1.2%) vs. Q3 2023
Total value
$40.1B
+$7.04B (+21.3%) vs. Q3 2023
New holders
260
433 more added
Sold out
97
565 more reduced

22 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NSC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 1,585 institutions
Q1 2021: 1,514 institutionsQ2 2021: 1,546 institutionsQ3 2021: 1,494 institutionsQ4 2021: 1,644 institutionsQ1 2022: 1,646 institutionsQ2 2022: 1,543 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,592 institutionsQ1 2023: 1,500 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,444 institutionsQ4 2023: 1,585 institutionsQ1 2024: 1,628 institutionsQ2 2024: 1,565 institutionsQ3 2024: 1,612 institutionsQ4 2024: 1,686 institutionsQ1 2025: 1,656 institutionsQ2 2025: 1,693 institutionsQ3 2025: 1,801 institutionsQ4 2025: 1,852 institutionsQ1 2026: 1,841 institutionsQ2 2026: 1,869 institutions
Value heldQ4 2023: $40.1B
Q1 2021: $49.7BQ2 2021: $48.1BQ3 2021: $42.6BQ4 2021: $52.7BQ1 2022: $50.2BQ2 2022: $39.6BQ3 2022: $36.1BQ4 2022: $41.8BQ1 2023: $35.4BQ2 2023: $37.9BQ3 2023: $33.1BQ4 2023: $40.1BQ1 2024: $43.1BQ2 2024: $36.7BQ3 2024: $42.4BQ4 2024: $41.0BQ1 2025: $41.2BQ2 2025: $45.1BQ3 2025: $50.8BQ4 2025: $49.8BQ1 2026: $48.2BQ2 2026: $53.6B
Institutions holding NSC and their total value by quarter
QuarterHoldersValue
Q2 20261,869$53.6B
Q1 20261,841$48.2B
Q4 20251,852$49.8B
Q3 20251,801$50.8B
Q2 20251,693$45.1B
Q1 20251,656$41.2B
Q4 20241,686$41.0B
Q3 20241,612$42.4B
Q2 20241,565$36.7B
Q1 20241,628$43.1B
Q4 20231,585$40.1B
Q3 20231,444$33.1B
Q2 20231,529$37.9B
Q1 20231,500$35.4B
Q4 20221,592$41.8B
Q3 20221,501$36.1B
Q2 20221,543$39.6B
Q1 20221,646$50.2B
Q4 20211,644$52.7B
Q3 20211,494$42.6B
Q2 20211,546$48.1B
Q1 20211,514$49.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Norfolk Southern Corp; share changes are against Q3 2023.

Institutions holding NSC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Mercer Global Advisors Inc46,910$11.1M0.03%+3,795+8.8%Added
Texas Permanent School Fund46,680$11.0M0.10%−217−0.5%Reduced
Blair William & Co46,028$10.9M0.04%+2,101+4.8%Added
Appaloosa LPSuperinvestorAppaloosa45,000$10.6M0.19%+45,000New
South Dakota Investment Council44,465$10.5M0.22%−1,500−3.3%Reduced
Canada Pension Plan Investment Board44,465$10.5M0.01%−109,520−71.1%Reduced
Polar Capital Holdings Plc44,105$10.4M0.07%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)43,945$10.4M0.06%+300+0.7%Added
Heritage Investors Management Corp43,857$10.4M0.39%−998−2.2%Reduced
Saybrook Capital43,548$10.3M2.86%00.0%Unchanged
Dillon & Associates Inc43,616$10.3M1.87%−2,238−4.9%Reduced
Ensign Peak Advisors, Inc43,504$10.3M0.02%−3,616−7.7%Reduced
Kovitz Investment Group Partners, LLC43,498$10.3M0.17%−1,722−3.8%Reduced
Guggenheim Capital LLC42,983$10.2M0.08%+3,902+10.0%Added
Calamos Advisors LLC42,818$10.1M0.05%−559−1.3%Reduced
Linscomb & Williams, Inc.40,661$9.61M0.53%−695−1.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)40,442$9.56M0.04%−240−0.6%Reduced
Cambridge Investment Research Advisors, Inc.40,328$9.53M0.04%−4,225−9.5%Reduced
Forsta Ap-Fonden39,900$9.43M0.10%−600−1.5%Reduced
State of Alaska, Department of Revenue39,893$9.43M0.11%−2,200−5.2%Reduced
Core Alternative Capital39,661$9.37M1.61%−8,377−17.4%Reduced
Czech National Bank39,607$9.36M0.13%−70−0.2%Reduced
Utah Retirement Systems39,458$9.33M0.12%+300+0.8%Added
Wealth Enhancement Advisory Services, LLC39,044$9.23M0.03%−1,053−2.6%Reduced
Commerce Bank38,632$9.13M0.06%−871−2.2%Reduced
CIBC Asset Management Inc37,557$8.88M0.03%−1,515−3.9%Reduced
Waycross Partners, LLC37,549$8.88M1.66%−2,665−6.6%Reduced
Tufton Capital Management36,873$8.72M1.83%−1,359−3.6%Reduced
Rockefeller Capital Management L.P.36,827$8.71M0.03%+8,784+31.3%Added
Cetera Advisor Networks LLC36,657$8.67M0.05%−1,642−4.3%Reduced
Boothbay Fund Management, LLC36,619$8.66M0.32%+20,567+128.1%Added
Edge Capital Group, LLC36,603$8.65M0.48%−25,447−41.0%Reduced
Cohen Klingenstein LLC35,500$8.39M0.34%00.0%Unchanged
Greenland Capital Management LP35,475$8.39M1.29%+35,475New
Lafayette Investments, Inc.35,272$8.34M2.07%−54−0.2%Reduced
Yousif Capital Management, LLC35,209$8.32M0.10%−1,578−4.3%Reduced
Eliot Finkel Investment Counsel, LLC35,042$8.28M5.57%−853−2.4%Reduced
Prelude Capital Management, LLC34,706$8.20M0.71%+2,792+8.7%Added
Van Eck Associates Corp34,590$8.18M0.01%−1,069−3.0%Reduced
Brinker Capital Investments, LLC35,512$8.16M0.09%−4,341−10.9%Reduced
Orion Portfolio Solutions, LLC35,512$8.16M0.09%−4,341−10.9%Reduced
Baker Chad R33,906$8.01M1.80%00.0%Unchanged
Klingenstein Fields & Co LP33,589$7.94M0.35%−88−0.3%Reduced
Schroder Investment Management Group33,098$7.82M0.01%−25,713−43.7%Reduced
Federation des caisses Desjardins du Quebec32,975$7.79M0.07%−1,955−5.6%Reduced
1st Source Bank32,492$7.68M0.46%−427−1.3%Reduced
Beacon Pointe Advisors, LLC32,469$7.68M0.09%+150.0%Added
BFSG, LLC32,222$7.62M1.11%−850−2.6%Reduced
New York Life Investment Management LLC32,089$7.59M0.08%−365−1.1%Reduced
Moors & Cabot, Inc.31,466$7.44M0.46%+191+0.6%Added
Janus Henderson Group PLC31,164$7.37M0.00%−12,236−28.2%Reduced
Teacher Retirement System of Texas31,008$7.33M0.05%−20,040−39.3%Reduced
Johnson Investment Counsel Inc30,896$7.30M0.09%−844−2.7%Reduced
Trust Co of Toledo NA30,728$7.26M1.25%−970−3.1%Reduced
CIBC Private Wealth Group, LLC30,603$7.23M0.02%+2,301+8.1%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund30,577$7.23M0.09%−21,600−41.4%Reduced
Mutual of America Capital Management LLC30,320$7.17M0.08%−1,507−4.7%Reduced
HM Payson & Co29,818$7.05M0.15%−586−1.9%Reduced
ProShare Advisors LLC29,799$7.04M0.02%−8,441−22.1%Reduced
Bank of Nova Scotia29,482$6.97M0.01%−167,964−85.1%Reduced
CIBC World Markets Corp29,130$6.89M0.04%+16,600+132.5%Added
Xponance, Inc.28,904$6.83M0.08%+622+2.2%Added
Tower Research Capital LLC (TRC)28,501$6.74M0.08%+11,500+67.6%Added
Verdence Capital Advisors LLC28,448$6.72M0.65%+1,541+5.7%Added
Burns J W & Co Inc28,425$6.72M0.99%−356−1.2%Reduced
Northwestern Mutual Wealth Management Co28,208$6.67M0.01%−175−0.6%Reduced
Ilmarinen Mutual Pension Insurance Co28,000$6.62M0.09%00.0%Unchanged
Baxter Bros Inc27,681$6.54M0.91%−176−0.6%Reduced
Kornitzer Capital Management Inc27,521$6.51M0.13%−103−0.4%Reduced
Pettyjohn, Wood & White, Inc27,404$6.48M1.40%−408−1.5%Reduced
Nissay Asset Management Corp27,377$6.47M0.05%+924+3.5%Added
Bokf, NA27,291$6.45M0.13%+182+0.7%Added
Synovus Financial Corp27,108$6.41M0.09%−96−0.4%Reduced
CIBC World Markets Inc.26,881$6.35M0.02%−749−2.7%Reduced
Gateway Investment Advisers LLC26,818$6.34M0.07%+120+0.4%Added
Pathstone Holdings, LLC26,536$6.31M0.03%+26,536New
Investment House LLC26,674$6.31M0.45%−509−1.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.26,318$6.22M0.07%−555−2.1%Reduced
Uncommon Cents Investing LLC26,260$6.21M2.05%+690+2.7%Added
Farmers National Bank26,255$6.21M1.99%+154+0.6%Added
Huntington National Bank26,176$6.19M0.06%−2,682−9.3%Reduced
British Columbia Investment Management Corp26,135$6.18M0.05%+5,427+26.2%Added
Portland Global Advisors LLC25,887$6.12M0.92%+525+2.1%Added
Estabrook Capital Management25,778$6.09M1.00%−359−1.4%Reduced
Kerrisdale Advisers, LLC25,668$6.07M1.81%00.0%Unchanged
Jade Capital Advisors, LLC25,000$5.91M3.59%−5,000−16.7%Reduced
Cresset Asset Management, LLC24,954$5.90M0.04%−15,655−38.6%Reduced
TD Waterhouse Canada Inc.24,288$5.85M0.05%−1,753−6.7%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd24,498$5.79M0.08%+54+0.2%Added
Varma Mutual Pension Insurance Co24,381$5.76M0.06%−19,193−44.0%Reduced
Capital Investment Advisors, LLC24,190$5.72M0.14%+90.0%Added
Moore Capital Management, LP23,956$5.66M0.14%+23,956New
Private Advisor Group, LLC23,358$5.52M0.04%−1,912−7.6%Reduced
Trust Co of Vermont23,255$5.50M0.37%−4,581−16.5%Reduced
Atria Investments LLC23,208$5.49M0.08%−455−1.9%Reduced
Bridgeway Capital Management, LLC23,100$5.46M0.12%−1,000−4.1%Reduced
Prudential PLC22,965$5.43M0.06%+170+0.7%Added
Natixis22,947$5.42M0.04%+10,776+88.5%Added
Rafferty Asset Management, LLC22,763$5.38M0.02%+944+4.3%Added
Thompson Siegel & Walmsley LLC22,668$5.36M0.09%−290−1.3%Reduced