NORFOLK SOUTHN CORP ($NSC)

5 tracked superinvestors hold NORFOLK SOUTHN CORP (NSC), worth $3.5B combined, led by Izzy Englander. Smart money is holding NSC as of the latest 13F filings.

Current price

$323.77

RailroadsNYSEUS

+26.8%

1Y

Norfolk Southern Corporation, together with its subsidiaries, engages in the rail transportation of raw materials, intermediate products, and finished goods in the United States. The company transports agriculture, forest, and consumer products comprising soybeans, wheat, corn, fertilizers, livestock and poultry feed, food products, food oils, flour, sweeteners, ethanol, lumber and wood products,…

Market cap

$71.0B

P/E

26.6

Div yield

1.7%

Revenue YoY

0.5%

Analyst target

$336

Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.

Superinvestors holding

5

tracked 13F / N-PORT funds

Combined value

$3.5B

disclosed long exposure

Tier-1 conviction

1

concentrated holders

Net this quarter

0

2 buying · 2 selling

Smart money is holding NSC steady this quarter — buys and sells are balanced.

The smart-money take on NSC

NORFOLK SOUTHN CORP (NSC) is held by 5 tracked funds worth $3.5B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.

The largest position belongs to Izzy Englander at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.

No tracked fund opened a new position this quarter; 2 added and 2 trimmed, a net add.

Superinvestors holding NSC

InvestorMove% of their portfolioPosition value
2
Izzy Englander

Millennium Management

Added0.6%$1.3B
3
Team

Dodge & Cox Stock

Trimmed1.2%$1.3B
2
David Shaw

D.E. Shaw

Held0.4%$650M
2
Paul Tudor Jones

Tudor Investment

Added0.3%$181M
1
Daniel Loeb

Third Point

Trimmed1.4%$29M

Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.

Frequently asked

Which superinvestors own NSC?

5 tracked funds hold NORFOLK SOUTHN CORP (NSC), the largest being Izzy Englander (Millennium Management) at 0.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.

Is smart money buying or selling NSC?

In the most recent 13F quarter, 2 tracked funds added or opened NSC and 2 trimmed it.

How much NSC do tracked funds hold?

Combined disclosed long exposure to NSC across tracked superinvestors is $3.5B as of the Mar 2026 filings.

Stocks often held alongside NSC

Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.