Norfolk Southern Corporation
MX ˙ BMV ˙ US6558441084
SecurityMX:NSC / Norfolk Southern Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership3,059 shares
Latest Disclosed Value $ 877,892
Heritage Wealth Advisors reports 30.22% decrease in ownership of NSC / Norfolk Southern Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 3,059 shares of Norfolk Southern Corporation (MX:NSC) valued at $877,892 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,384 shares of Norfolk Southern Corporation. This represents a change in shares of -30.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Norfolk Southern COM 655844108 3,059 -1,325 -30.22 878 -30.67 0.0343
2026-02-13 2025-12-31 13F Norfolk Southern COM 655844108 4,384 0 0.00 1,266 -3.88 0.0483
2025-11-13 2025-09-30 13F Norfolk Southern COM 655844108 4,384 1 0.02 1,317 17.29 0.0576
2025-08-11 2025-06-30 13F Norfolk Southern COM 655844108 4,383 -43 -0.97 1,122 7.06 0.0533
2025-05-08 2025-03-31 13F Norfolk Southern COM 655844108 4,426 -482 -9.82 1,048 -8.95 0.0531
2025-02-12 2024-12-31 13F Norfolk Southern COM 655844108 4,908 -11 -0.22 1,152 -5.81 0.0571
2024-11-12 2024-09-30 13F Norfolk Southern COM 655844108 4,919 -37 -0.75 1,222 14.96 0.0573
2024-12-12 2024-06-30 13F/A-1 Norfolk Southern COM 655844108 4,956 -239 -4.60 1,064 -19.71 0.0480
2024-08-06 2024-06-30 13F Norfolk Southern COM 655844108 4,956 -239 1,064 0.0480
2024-12-12 2024-03-31 13F/A-1 Norfolk Southern COM 655844108 5,195 -260 -4.77 1,324 2.72 0.0604
2024-05-08 2024-03-31 13F Norfolk Southern COM 655844108 4,614 -841 1,176 0.0539
2024-12-12 2023-12-31 13F/A-1 Norfolk Southern COM 655844108 5,455 540 10.99 1,289 33.30 0.0641
2024-02-12 2023-12-31 13F Norfolk Southern COM 655844108 4,851 -64 1,147 0.0571
2024-12-12 2023-09-30 13F/A-1 Norfolk Southern COM 655844108 4,915 920 23.03 968 6.85 0.0528
2023-11-09 2023-09-30 13F Norfolk Southern COM 655844108 4,915 920 968 0.0528
2024-12-12 2023-06-30 13F/A-1 Norfolk Southern COM 655844108 3,995 0 0.00 906 6.97 0.0479
2023-08-09 2023-06-30 13F Norfolk Southern COM 655844108 3,995 0 906 0.0479
2023-05-04 2023-03-31 13F Norfolk Southern COM 655844108 3,995 15 0.38 847 -13.67 0.0472
2024-12-12 2022-12-31 13F/A-1 Norfolk Southern COM 655844108 3,980 0 0.00 981 17.51 0.0568
2023-02-07 2022-12-31 13F Norfolk Southern COM 655844108 3,980 0 981 0.0568
2024-12-12 2022-09-30 13F/A-1 Norfolk Southern COM 655844108 3,980 0 0.00 834 0.0605
2022-11-10 2022-09-30 13F Norfolk Southern COM 655844108 3,980 0 1 0.0605
2022-08-04 2022-06-30 13F Norfolk Southern COM 655844108 3,980 55 1.40 1 -100.00 0.0629
2022-05-11 2022-03-31 13F Norfolk Southern COM 655844108 3,925 0 0.00 1 0.00 0.0619
2022-03-28 2021-12-31 13F/A-1 Norfolk Southern COM 655844108 3,925 -137 -3.37 1 -99.90 0.0642
2022-02-02 2021-12-31 13F Norfolk Southern COM 655844108 3,925 -137 1,169 0.0642
2021-11-02 2021-09-30 13F Norfolk Southern COM 655844108 4,062 800 24.52 972 12.25 0.0595
2021-08-09 2021-06-30 13F/A-1 Norfolk Southern COM 655844108 3,262 0 0.00 866 -1.14 0.0533
2021-07-27 2021-06-30 13F Norfolk Southern COM 655844108 3,262 0 775 0.0484
2021-04-27 2021-03-31 13F Norfolk Southern COM 655844108 3,262 0 0.00 876 12.90 0.0528
2021-02-01 2020-12-31 13F Norfolk Southern COM 655844108 3,262 1 0.03 775 11.19 0.0484
2020-11-03 2020-09-30 13F Norfolk Southern COM 655844108 3,261 136 4.35 698 27.19 0.0901
2020-07-17 2020-06-30 13F/A-1 Norfolk Southern COM 655844108 3,125 -5 -0.16 549 20.18 0.0768
2020-07-17 2020-06-30 13F Norfolk Southern COM 655844108 630 -2,500 548 76,686.7946
2020-05-05 2020-03-31 13F Norfolk Southern COM 655844108 3,130 -128 -3.93 457 -27.85 0.0819
2020-02-04 2019-12-31 13F Norfolk Southern COM 655844108 3,258 233 7.70 632 16.39 0.0835
2019-10-30 2019-09-30 13F Norfolk Southern COM 655844108 3,025 940 45.08 543 30.84 0.0800
2019-08-05 2019-06-30 13F Norfolk Southern COM 655844108 2,085 0 0.00 416 6.68 0.0637
2019-05-06 2019-03-31 13F Norfolk Southern COM 655844108 2,085 199 10.55 390 37.94 0.0640
2019-01-26 2018-12-31 13F Norfolk Southern COM 655844108 1,886 -188 -9.06 282 -24.60 0.0551
2018-11-14 2018-09-30 13F Norfolk Southern COM 655844108 2,074 0 0.00 374 19.11 0.0733
2018-07-19 2018-06-30 13F NORFOLK SOUTHERN COM 655844108 2,074 -149 -6.70 314 3.29 0.1174
2018-05-10 2018-03-31 13F NORFOLK SOUTHERN COM 655844108 2,223 -113 -4.84 304 -10.32 0.1262
2018-02-02 2017-12-31 13F NORFOLK SOUTHERN COM 655844108 2,336 2 0.09 339 9.71 0.1450
2017-11-07 2017-09-30 13F NORFOLK SOUTHERN COM 655844108 2,334 25 1.08 309 10.36 0.1555
2017-07-27 2017-06-30 13F NORFOLK SOUTHERN COM 655844108 2,309 0 0.00 280 8.11 0.1449
2017-05-10 2017-03-31 13F NORFOLK SOUTHERN COM 655844108 2,309 0 0.00 259 3.60 0.1396
2017-01-27 2016-12-31 13F NORFOLK SOUTHERN COM 655844108 2,309 0 0.00 250 11.11 0.1634
2016-10-28 2016-09-30 13F NORFOLK SOUTHERN COM 655844108 2,309 2,309 225 0.1558
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.