NORFOLK SOUTHERN CORP (NSC) Institutional Ownership
NSC is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.83B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $1.80B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's NSC position is now estimated to be worth approximately $1.90B, representing an estimated gain of +5.86% since the filing period.
Major shareholders tracked on this page include Dodge & Cox Stock Fund, Third Point, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward NORFOLK SOUTHERN CORP (NSC).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 5 | $1,830,194,149 | 6,376,983 |
| Q4 2025 | 5 | $3,083,767,419 | 10,680,829 |
| Q3 2025 | 5 | $3,786,638,454 | 12,604,902 |
| Q2 2025 | 4 | $2,800,140,511 | 10,939,331 |
| Q1 2025 | 4 | $2,544,652,982 | 10,743,732 |
| Q4 2024 | 5 | $2,557,094,317 | 10,895,161 |
| Q3 2024 | 5 | $2,728,553,940 | 10,980,096 |
| Q2 2024 | 4 | $2,330,465,581 | 10,855,026 |
| Q1 2024 | 5 | $2,095,438,838 | 8,221,618 |
| Q4 2023 | 5 | $1,969,355,878 | 8,331,313 |
| Q3 2023 | 5 | $1,268,440,944 | 6,704,112 |
| Q2 2023 | 4 | $978,086,811 | 4,496,030 |
Related NSC Institutional Insights:
- NSC Institutional Ownership & Insiders Activity
- NSC Institutional Ownership & 13F Activity
- NSC Top Institutional Shareholders
- NSC Institutional Buying Activity
- NSC Institutional Selling Activity
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- NSC Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings