NSC — NORFOLK SOUTHN CORP
Index member: S&P 500
As of Q2 2026, 45 SEC-registered investment managers reported holding NSC (NORFOLK SOUTHN CORP) in their latest 13F filings, with a combined reported value of $21.63B across 70.69M shares. That is -2.1% by share count (-1.52M shares) versus the previous quarter, while reported value moved +7.6%. Ownership is concentrated: the five largest holders account for 47.2% of reported value and the top ten for 65.2%.
Compared with the prior quarter, 1 opened new positions, 18 added to existing stakes, 20 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NSC is a constituent of the S&P 500 and is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 20.83M | $6.01B | 0.09% | Add |
| BlackRock Inc history | Q2 2026 | 16.00M | $5.03B | 0.08% | Add |
| Millennium Management history | Q2 2026 | 5.20M | $1.64B | 0.63% | Add |
| Geode Capital Management history | Q2 2026 | 5.11M | $1.60B | 0.09% | Add |
| Bank of America Corp history | Q2 2026 | 3.11M | $978.98M | 0.07% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 3.04M | $956.55M | 0.10% | Reduce |
| Northern Trust Corp history | Q2 2026 | 2.61M | $822.47M | 0.10% | Reduce |
| Morgan Stanley history | Q2 2026 | 2.61M | $821.71M | 0.05% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 2.60M | $818.31M | 0.43% | Add |
| Dodge & Cox history | Q2 2026 | 2.51M | $789.03M | 0.41% | Reduce |
| Capital World Investors history | Q2 2026 | 2.01M | $632.93M | 0.08% | Hold |
| Goldman Sachs Group history | Q2 2026 | 1.89M | $594.24M | 0.05% | Add |
| Arrowstreet Capital history | Q2 2026 | 1.73M | $544.89M | 0.24% | Add |
| Citadel Advisors history | Q2 2026 | 1.66M | $522.87M | 0.06% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 1.60M | $503.09M | 0.10% | Reduce |
| Amundi US history | Q2 2026 | 1.54M | $484.66M | 0.12% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 1.48M | $466.67M | 0.06% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.39M | $437.08M | 0.02% | Reduce |
| Invesco Ltd history | Q2 2026 | 1.35M | $423.56M | 0.04% | Reduce |
| BNY Mellon history | Q2 2026 | 1.16M | $364.41M | 0.06% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.10K sh · $664.97K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 41.05K sh · $11.79M
- Point72 Asset Management sold 12.25K sh · $3.52M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 14.59M | 14.97M | 15.25M | 14.67M | 14.95M | 14.91M | 15.28M | 16.00M |
| Millennium Management | 719.11K | 159.31K | 1.12M | 497.16K | 429.95K | 614.89K | 974.87K | 120.41K | 333.67K | 623.97K | 422.40K | 291.90K | 221.45K | 360.48K | 72.19K | 474.73K | 2.67M | 4.18M | 4.59M | 5.20M |
| Geode Capital Management | 3.85M | 3.94M | 3.97M | 4.05M | 4.07M | 4.10M | 4.11M | 4.20M | 4.26M | 4.33M | 4.46M | 4.52M | 4.58M | 4.69M | 4.79M | 4.82M | 4.84M | 4.88M | 5.08M | 5.11M |
| Bank of America Corp | 4.74M | 4.54M | 4.28M | 3.38M | 3.04M | 3.06M | 2.72M | 2.59M | 3.14M | 3.25M | 3.05M | 2.98M | 2.98M | 2.84M | 2.85M | 3.07M | 3.29M | 3.23M | 3.20M | 3.11M |
| Norges Bank Investment Management | — | — | — | — | — | 2.18M | — | — | — | 2.36M | — | 2.41M | — | 2.33M | — | 2.40M | — | 3.76M | — | 3.04M |
| Northern Trust Corp | 3.47M | 3.39M | 3.34M | 3.34M | 3.28M | 3.35M | 3.20M | 3.05M | 3.07M | 2.95M | 2.81M | 2.73M | 2.64M | 2.87M | 2.98M | 2.76M | 2.74M | 2.69M | 2.64M | 2.61M |
| Morgan Stanley | 1.12M | 1.20M | 1.07M | 2.01M | 1.91M | 2.55M | 2.40M | 2.31M | 2.39M | 2.39M | 2.40M | 2.55M | 2.57M | 2.48M | 2.44M | 2.39M | 2.48M | 2.63M | 2.63M | 2.61M |
| D. E. Shaw & Co | 223.05K | 145.30K | 171.81K | 210.59K | 78.22K | 58.33K | 117.11K | 129.55K | 109.07K | 58.40K | 33.40K | 138.67K | 408.80K | 271.12K | — | 537.69K | 452.79K | 2.28M | 2.26M | 2.60M |
| Dodge & Cox | 4.95K | 4.95K | 4.95K | 4.95K | 4.95K | 3.55K | 3.55K | 4.31M | 6.42M | 8.23M | 8.13M | 10.79M | 10.86M | 10.69M | 10.67M | 10.86M | 10.87M | 9.62M | 6.26M | 2.51M |
| Capital World Investors | 7.36M | 7.29M | 5.77M | 5.90M | 5.80M | 6.14M | 5.60M | 5.50M | 3.61M | 2.17M | 1.62M | 1.63M | 1.63M | 1.63M | 1.63M | 1.63M | 1.64M | 1.75M | 2.01M | 2.01M |
| Goldman Sachs Group | 1.14M | 1.87M | 1.77M | 2.33M | 1.85M | 1.52M | 1.06M | 1.06M | 1.08M | 1.41M | 1.38M | 1.71M | 1.28M | 1.33M | 1.59M | 2.04M | 2.15M | 1.74M | 1.64M | 1.89M |
| Arrowstreet Capital | 6.40K | — | 4.30K | 94.27K | 447.07K | 483.83K | 698.18K | 576.03K | 281.40K | 9.16K | — | 35.65K | 337.28K | 357.72K | 782.00K | 1.02M | 1.25M | 1.47M | 1.63M | 1.73M |
| Citadel Advisors | 368.40K | 383.67K | 703.81K | 783.43K | 718.93K | 1.61M | 2.28M | 1.25M | 415.69K | 414.26K | 1.37M | 449.48K | 665.00K | 389.09K | 247.57K | 144.49K | 2.13M | 2.65M | 2.68M | 1.66M |
| Legal & General Investment Management America | 2.24M | 2.12M | 2.15M | 2.17M | 2.13M | 2.04M | 2.06M | 2.05M | 1.98M | 2.53M | 2.53M | 2.41M | 2.31M | 1.78M | 1.75M | 1.67M | 1.74M | 1.73M | 1.71M | 1.60M |
| Amundi US | 1.37M | 1.08M | 617.50K | 669.98K | 658.20K | 931.37K | 735.09K | 650.76K | 735.93K | 713.55K | 630.10K | 862.19K | 833.08K | 1.30M | 658.42K | 715.44K | 1.02M | 1.79M | 2.23M | 1.54M |
| Charles Schwab Investment Management | 1.15M | 1.17M | 1.19M | 1.20M | 1.22M | 1.23M | 1.23M | 1.24M | 1.26M | 1.30M | 1.32M | 1.35M | 1.37M | 1.41M | 1.43M | 1.44M | 1.44M | 1.45M | 1.48M | 1.48M |
| Fidelity Management & Research (FMR) | 1.08M | 1.58M | 1.96M | 1.86M | 1.46M | 1.37M | 388.82K | 531.56K | 370.20K | 529.14K | 993.15K | 1.82M | 2.70M | 3.07M | 4.09M | 3.95M | 3.21M | 1.80M | 1.82M | 1.39M |
| Invesco Ltd | 656.64K | 575.29K | 622.43K | 634.04K | 623.37K | 641.62K | 728.33K | 762.96K | 855.16K | 845.16K | 1.28M | 1.79M | 1.77M | 1.91M | 1.93M | 1.79M | 1.72M | 1.56M | 1.77M | 1.35M |
| BNY Mellon | 3.36M | 3.78M | 3.77M | 3.42M | 2.77M | 2.81M | 2.01M | 1.95M | 2.00M | 1.99M | 1.90M | 1.86M | 1.84M | 1.84M | 1.80M | 1.72M | 1.65M | 1.31M | 1.19M | 1.16M |
| UBS Group AG | 718.08K | 733.96K | 869.25K | 898.93K | 793.52K | 904.33K | 646.42K | 770.04K | 741.77K | 818.19K | 845.77K | 986.00K | 961.03K | 1.54M | 1.14M | 1.33M | 2.32M | 1.31M | 2.07M | 1.15M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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