InvestorLens

NSC — NORFOLK SOUTHERN CORP - US

Industrials

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying NSC?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
66
Macro Tailwind
Macro conditions are mixed for this sector
48
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their NSC position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 48/100 in a Contraction regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Daniel Loeb)
  • +4 tracked investors reported holding NSC at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About NORFOLK SOUTHERN CORP - US (NSC)

NORFOLK SOUTHERN CORP - US (NSC) appears in the most recent 13F filings of 4 tracked institutional investors. NORFOLK SOUTHERN CORP - US is classified in the Industrials sector. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $1.6B. Across recent filings, tracked investors recorded 7 new positions, 1 increased, 1 reduced, and 7 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in NSC

50
/100
Mixed Activity
Added / Increased8
Reduced1
Exited7
BearishBullish
Crowded Trade Score™

How many top investors track NSC

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

NSC Ownership Composition

How NORFOLK SOUTHERN CORP - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
85% of tracked value
Institutions
4
tracked investors
Total Reported
$2.6B
combined 13F value
Types3
  • Multi-Strategy / Quant84.6%
  • Macro8.0%
  • Activist7.4%
Multi-Strategy / Quant(2)
84.6%
Macro(1)
8.0%
Activist(1)
7.4%

Tracked investors currently reporting NSC

3 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    5.2M
    Value
    $1.6B
    % Portfolio
    0.59%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.7M
    Value
    $522.9M
    % Portfolio
    0.06%
  • Daniel LoebJun 30, 2026
    Third Point LLC
    Shares
    600K
    Value
    $188.8M
    % Portfolio
    4.03%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    647.1K
    Value
    $203.6M
    % Portfolio
    0.28%

Previously held NSC

These investors reported NSC in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management4.7K$1.4MSep 30, 2025
Ray DalioBridgewater Associates1.7K$404.7KDec 31, 2023
David TepperAppaloosa Management45K$11.5MMar 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold NSC?
4 tracked institutional investors disclosed a position in NSC (NORFOLK SOUTHERN CORP - US) in their most recent 13F filing.
Who is the largest institutional holder of NSC?
Izzy Englander, Millennium Management, holds the largest disclosed position in NSC, valued at $1.6B.
Did institutional ownership of NSC increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 1 increased, 1 reduced, and 7 fully exited NSC.
What sector is NSC in?
NORFOLK SOUTHERN CORP - US is classified in the Industrials GICS sector.
Where does this NSC ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.