Whale Analyzer
NSC Institutional Holders and 13F Ownership
Compare 8 tracked holders of NSC, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Dodge & Cox, PRIMECAP Management Company, Third Point, and National Pension Service.
Continue to the live NSC dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Dodge & Cox 13F holdings | $789.0M | 2.5M | Reduced | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $324.9M | 1.0M | Reduced | 2026-06-30 |
| Third Point 13F holdings | $188.8M | 600.0K | Increased | 2026-06-30 |
| National Pension Service 13F holdings | $172.4M | 548.1K | Increased | 2026-06-30 |
| Alpine Associates Management 13F holdings | $145.2M | 461.7K | Reduced | 2026-06-30 |
| Markel Group 13F holdings | $87.3M | 282.5K | Held | 2026-09-30 |
| Horizon Kinetics Asset Management 13F holdings | $969.9K | 3.1K | Increased | 2026-06-30 |
| Mairs & Power Funds 13F holdings | $814.8K | 2.6K | Reduced | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Third Point SEC filing (0001040273-26-000003) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Alpine Associates Management SEC filing (0001172661-26-003115) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
Tracked-sample concentration
Reported position value for NSC is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 46.2% of aggregate reported value in this sample
- Top 5 tracked holders: 94.8% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 8 tracked holders, 4 reduced, 3 increased, 1 held. Net positioning is net selling.
- Dodge & Cox ($789.0M) (▼ 59.9% qoq shares)
- PRIMECAP Management Company ($324.9M) (→ 0.0% qoq shares) · modeled avg cost estimate $208.35
- Third Point ($188.8M) (▲ 500.0% qoq shares) · modeled avg cost estimate $238.47
- National Pension Service ($172.4M) (▲ 3.4% qoq shares) · modeled avg cost estimate $176.07
- Alpine Associates Management ($145.2M) (▼ 0.6% qoq shares) · modeled avg cost estimate $290.00
- Markel Group ($87.3M) (→ 0.0% qoq shares) · modeled avg cost estimate $154.95
- Horizon Kinetics Asset Management ($969.9K) (▲ 1.6% qoq shares) · modeled avg cost estimate $240.14
- Mairs & Power Funds ($814.8K) (▼ 4.6% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 6 covered tracked holders is $216.23 versus a current price of $319.94, so NSC trades above that estimate (+48.0%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Industrials
NSC sits within the Industrials sector alongside 88 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live NSC dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on NSC with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns NSC stock?
Whale Analyzer tracks 8 public-disclosure holders of NSC with a combined reported value of $1.71B. See the holder table above for the largest tracked positions.
Which top funds are buying NSC?
Tracked holders were net selling last quarter — 4 reduced, 3 increased, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked NSC sample?
The top five tracked holders account for 94.8% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does NSC compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 6 covered tracked holders is $216.23 versus a current price of $319.94 (+48.0%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for NSC?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive NSC dashboard to explore them, or read our 13F Alpha Signals Guide.