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Norfolk Southern Corporation· NSC

🇺🇸 US · LargeSP500NYSE

Industrials Railroads Website

Price: $340.95
Day: -1.37%
Mkt Cap: $76.58B
52W Range: $277.80 – $358.60
Volume: 679.9K
Beta: 1.19

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Holdings sentiment: 3.1 / 5 (Neutral), from 2 of 3 components
Institutions Q2 2026: 1,908 institutions hold; 747 added, 646 reduced

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Holdings Sentiment

NSC Holdings Sentiment Score

A weighted 1-5 sentiment score across insider, institutional, and fund activity.

Holdings Sentiment

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

Fund Flow

10% weight

Overall Holdings sentiment of 3.1/5 (Neutral) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores mean holder activity reads more positive: more buying, or less selling than the stock's usual pace.Last updated November 3, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for NSC

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock.

No Data

No recent insider signal

Most recent insider filing was Q4 2025.

Notable Recent Transactions, NSC

Top 5 highest-value insider trades from the last 8 quarters

ANDERSON RICHARD H

Director

Buy

2,600 shares at $281.86

≈37.1% of their stake after buying

Oct 27, 2025$732.82K

Fahmy Sameh

Director

Buy

1,650 shares at $282.97

≈13.8% of their stake after buying

Nov 5, 2025$466.90K

Bhatt Anil

EVP & Cido

Sell

900 shares at $281.60

≈38.9% of their stake at the time

Nov 19, 2025$253.44K

LAMPHERE GILBERT H

Director

Buy

607 shares at $259.86

≈24.4% of their stake after buying

Jan 31, 2025$157.74K

Clyburn William Jr.

Director

Buy

204 shares at $294.79

≈50.4% of their stake after buying

Dec 5, 2025$60.14K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for NSC

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

75.8% institutional ownership

Balanced activity: 883 adding vs 753 reducing

13F share count essentially flat

Momentum improving from prior quarter

+130

Net breadth

883 adding vs 753 reducing

Balanced

1.17

Add / reduce ratio

in Q2 2026

+29

New − closed

136 initiated, 107 exited

6 of 9

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+883 growing-753 shrinkingNet: +130

136

747

646

107

New (136)

Increased (747)

Reduced (646)

Closed (107)

Top Institutional Holders, NSC

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

16.0M

$5.0B

Ownership

7.11%

+4.7%

VANGUARD CAPITAL MANAGEMENT LLC

14.7M

$4.6B

Ownership

6.52%

+0.5%

STATE STREET CORP

10.2M

$3.2B

Ownership

4.55%

+4.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.2M

$2.3B

Ownership

3.21%

+79.2%

MILLENNIUM MANAGEMENT LLC

5.2M

$1.6B

Ownership

2.31%

+13.5%

GEODE CAPITAL MANAGEMENT, LLC

5.1M

$1.6B

Ownership

2.27%

+0.8%

BANK OF AMERICA CORP /DE/

3.1M

$979.0M

Ownership

1.38%

-2.8%

NORGES BANK

3.0M

$956.6M

Ownership

1.35%

New

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 127 ETFs and mutual funds reporting

53 buying57 sellingNet: -4

Buying (53)

Unchanged (17)

Selling (57)

In total, funds bought 657.1K shares and sold 5.8M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q3 2026

127 ETFs and mutual funds reporting

53 buying vs 57 selling (balanced)

Top Fund Holders, NSC

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SCHWAB STRATEGIC TRUST

650.7K

Weight

4.11%

Aug 31, 2026Increased

FIDELITY PURITAN TRUST

370.3K

Weight

8.99%

Aug 31, 2026Increased

AMERICAN BEACON FUNDS

166.4K

Weight

39.11%

Aug 31, 2026Decreased

ARBITRAGE FUNDS

129.5K

Weight

—

Aug 31, 2026Increased

Goldman Sachs ETF Trust

113.0K

Weight

7.63%

Aug 31, 2026Increased

Fidelity Rutland Square Trust II

76.3K

Weight

0.36%

Aug 31, 2026Increased

DBX ETF TRUST

34.4K

Weight

3.41%

Aug 31, 2026Increased

FIDELITY SELECT PORTFOLIOS

33.4K

Weight

0.76%

Aug 31, 2026Increased

Norfolk Southern Corporation· NSC

Holdings Analysis

Insider Trading Activity

1.3Transaction History41Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings47Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History41Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings47Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights