Stocklore

Norfolk Southern Corporation (NSC)

Transportation · US stock

What changed in recent filings

  • Institutions — 5 new · 2 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Norfolk Southern Corporation

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 22019 Q2 · 32019 Q3 · 12019 Q4 · 52020 Q1 · 42020 Q2 · 32020 Q3 · 42020 Q4 · 52021 Q1 · 62021 Q2 · 52021 Q3 · 62021 Q4 · 42022 Q1 · 62022 Q2 · 32022 Q3 · 62022 Q4 · 52023 Q1 · 62023 Q2 · 62023 Q3 · 42023 Q4 · 72024 Q1 · 62024 Q2 · 42024 Q3 · 22024 Q4 · 32025 Q1 · 22025 Q2 · 32025 Q3 · 42025 Q4 · 52026 Q1 · 52026 Q2 · 9
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 9 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Norfolk Southern Corporation

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox0.41% of portfolio · held as of 2019 Q1 or earlier
  • Moore Capital Management0.07% of portfolio · since 2023 Q4
  • Tudor Investment Corp0.28% of portfolio · since 2025 Q3
  • Third Point LLC4.03% of portfolio · since 2025 Q3
  • PRIMECAP Management0.19% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.07% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.11% of portfolio · held as of 2026 Q2 or earlier
  • Blackstone0.01% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.03% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Class I railroad Norfolk Southern operates in the Eastern United States. On more than 20,000 miles of track, the rail hauls shipments of coal, intermodal traffic, and a diverse mix of automotive, agricultural, metal, chemical, and forest products.

What is the Transportation sector?

Air, ground transport, and logistics. Sensitive to oil prices and the economy.

Norfolk Southern Corporation is classified under the Transportation sector. See peers below.

NSC segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Mar '25Sep '25Jun '26
Railway Operating Revenues Market Group Merchandise 62%Railway Operating Revenues Market Group Intermodal 26%Railway Operating Revenues Market Group Coal 12%

ETFs holding Norfolk Southern Corporation

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLIState Street(R) Industrial Select Sector SPDR(R) ETF
1.23%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.30%
VTVVANGUARD VALUE INDEX FUND
0.26%
RSPInvesco S&P 500 Equal Weight ETF
0.20%
SPY
0.11%
VOOVANGUARD 500 INDEX FUND
0.11%
IVViShares Core S&P 500 ETF
0.11%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.10%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.10%

NSC on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Transportation average
See full NSC analysis →

Peers · Transportation

NSC FAQ

What is Norfolk Southern Corporation (NSC)?

Class I railroad Norfolk Southern operates in the Eastern United States. On more than 20,000 miles of track, the rail hauls shipments of coal, intermodal traffic, and a diverse mix of automotive, agricultural, metal, chemical, and forest products.

What sector is Norfolk Southern Corporation in?

Norfolk Southern Corporation is classified under Transportation. Air, ground transport, and logistics. Sensitive to oil prices and the economy.

Where can I analyze Norfolk Southern Corporation (NSC) stock?

On Stocklore you can see NSC's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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