Ticker · CUSIP 629377508
Holders (tracked)
21
Combined shares
7,948,495
Combined value
$1.27B
Last close
$302.38
Quarter
2025Q4
Price · 1Y$302.38+86.93 (+40.35%)H $317.83 · L $214.57 · Avg Vol 1.5M
Congress buyCongress sell
$220.00$240.00$260.00$280.00$300.00$320.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
+4 vs previous quarter over the last 8.
21192024Q12025Q4
Price is +89.9% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

24 events
  1. +383,631 shares · 2025Q4
    Position
  2. +139,221 shares · 2025Q4
    Position
  3. +71,359 shares · 2025Q4
    Position
  4. −39,725 shares · 2025Q4
    Position
  5. +320,820 shares · 2025Q4
    Position
  6. −230,000 shares · 2025Q4
    Position
  7. −282,311 shares · 2025Q4
    Position
  8. −600,706 shares · 2025Q4
    Position
  9. −65,828 shares · 2025Q4
    Position
  10. +55,219 shares · 2025Q4
    Position
  11. −67,400 shares · 2025Q4
    Position
  12. −63 shares · 2025Q4
    Position
  13. −352,236 shares · 2025Q3
    Position
  14. −196,881 shares · 2025Q3
    Position
  15. −203,388 shares · 2025Q3
    Position
  16. −30,678 shares · 2025Q3
    Position
  17. −344,958 shares · 2025Q3
    Position
  18. −76,764 shares · 2025Q3
    Position
  19. +112,113 shares · 2025Q3
    Position
  20. +215,258 shares · 2025Q3
    Position
  21. −491,430 shares · 2025Q3
    Position
  22. −110,000 shares · 2025Q3
    Position
  23. −497,516 shares · 2025Q3
    Position
  24. −1,449 shares · 2025Q3
    Position

Insider activity

No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of NSC…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
David Tepper (Appaloosa)2017Q2$76.41+295.7%$495.9M
AQR Capital Management2017Q2$81.75+269.9%$32.1M
T. Rowe Price2016Q1$98.03+208.4%$284.6M
Ray Dalio (Bridgewater Associates)2016Q1$107.38+181.6%$115.2M
Wellington Management2016Q1$127.21+137.7%$265.9M
Renaissance Technologies2016Q1$137.23+120.3%$1.6M
Ken Griffin (Citadel Advisors)2016Q1$147.03+105.7%$79.4M
Ken Griffin (Citadel Advisors)2016Q1$147.03+105.7%$79.4M
Ken Griffin (Citadel Advisors)2016Q1$147.03+105.7%$79.4M
Steve Cohen (Point72)2017Q2$158.87+90.3%$24.8M
Steve Cohen (Point72)2017Q2$158.87+90.3%$24.8M
Steve Cohen (Point72)2017Q2$158.87+90.3%$24.8M
Paul Tudor Jones (Tudor Investment)2016Q3$159.18+90.0%$1.3M
Paul Tudor Jones (Tudor Investment)2016Q3$159.18+90.0%$1.3M
Paul Tudor Jones (Tudor Investment)2016Q3$159.18+90.0%$1.3M
D.E. Shaw & Co.2016Q1$159.25+89.9%$487.8M
D.E. Shaw & Co.2016Q1$159.25+89.9%$487.8M
Izzy Englander (Millennium Mgmt)2016Q1$159.25+89.9%$12.3M
Izzy Englander (Millennium Mgmt)2016Q1$159.25+89.9%$12.3M
Izzy Englander (Millennium Mgmt)2016Q1$159.25+89.9%$12.3M
Mario Gabelli (GAMCO)2025Q2$160.58+88.3%$2.4M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.
New positions1
Trimmed7
Exited0

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
14
$1.19B
2022Q2
15
$1.53B
2022Q3
17
$1.51B
2022Q4
19
$1.40B
2023Q1
19
$1.41B
2023Q2
20
$1.40B
2023Q3
19
$1.75B
2023Q4
16
$2.25B
2024Q1
19
$2.94B
2024Q2
24
$65.38B
2024Q3
17
$1.71B
2024Q4
19
$1.31B
2025Q1
18
$771.7M
2025Q2
21
$1.68B
2025Q3
17
$1.39B
2025Q4
21
$1.27B
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2025-12-18Julie JohnsonSell$1K – $15KPDF ↗
2025-11-13Julie JohnsonSell (P)$1K – $15KPDF ↗
2025-09-23Valerie HoyleSell$1K – $15KPDF ↗
2025-08-14Julie JohnsonSell (P)$1K – $15KPDF ↗
2025-05-05Marjorie Taylor GreeneBuy$1K – $15KPDF ↗
2025-05-05Marjorie Taylor GreeneBuy$1K – $15KPDF ↗
2025-04-09Josh GottheimerSell (P)$1K – $15KPDF ↗
2025-04-08Rob BresnahanSell$1K – $15KPDF ↗
2025-04-04Marjorie Taylor GreeneBuy$1K – $15KPDF ↗
2025-04-01Julie JohnsonSell (P)$1K – $15KPDF ↗
2025-02-25Julie JohnsonSell (P)$1K – $15KPDF ↗
2025-02-12Marjorie Taylor GreeneBuy$1K – $15KPDF ↗

Who owns NSC

21 super-investors · 2025Q4
Tracked stake
7.95M
shares
Combined value
$1.27B
% of shares outstanding
shares-out unknown
Quarter action mix
New3Added7Trim11
#ManagerSharesValue
1David Tepper
Appaloosa
1.64M$261M
2D.E. Shaw & Co.1.61M$257M
3T. Rowe Price941.1K$150M
4Wellington Management879.3K$140M
5Ken Griffin
Citadel Advisors
836.4K$133M
6Izzy Englander
Millennium Mgmt
618.5K$98M
7Ray Dalio
Bridgewater Associates
380.9K$61M
8Ken Griffin
Citadel Advisors
369.6K$59M
9Ken Griffin
Citadel Advisors
262.5K$42M
10AQR Capital Management106.1K$17M
11Steve Cohen
Point72
82.1K$13M
12Paul Tudor Jones
Tudor Investment
71.4K$11M
13Izzy Englander
Millennium Mgmt
40.8K$6M
14Steve Cohen
Point72
38.3K$6M
15Izzy Englander
Millennium Mgmt
22.7K$4M
16D.E. Shaw & Co.16.7K$3M
17Steve Cohen
Point72
9.3K$1M
18Mario Gabelli
GAMCO
8.1K$1M
19Renaissance Technologies5.4K$860K
20Paul Tudor Jones
Tudor Investment
4.4K$701K
21Paul Tudor Jones
Tudor Investment
1.7K$271K

Recent moves

20 transactions
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