Norfolk Southern Corporation
MX ˙ BMV ˙ US6558441084
SecurityMX:NSC / Norfolk Southern Corporation
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership2,172 shares
Latest Disclosed Value $ 623,364
Avantax Planning Partners, Inc. reports 0.23% decrease in ownership of NSC / Norfolk Southern Corporation

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 2,172 shares of Norfolk Southern Corporation (MX:NSC) valued at $623,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,177 shares of Norfolk Southern Corporation. This represents a change in shares of -0.23% 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)
2026-05-04 2026-03-31 13F NORFOLK SOUTHN COM 655844108 2,172 -5 -0.23 623 -0.80 0.0171
2026-02-05 2025-12-31 13F NORFOLK SOUTHN COM 655844108 2,177 3 0.14 629 -3.83 0.0176
2025-10-31 2025-09-30 13F NORFOLK SOUTHN COM 655844108 2,174 2 0.09 653 17.66 0.0187
2025-08-11 2025-06-30 13F NORFOLK SOUTHN COM 655844108 2,172 0 0.00 556 7.98 0.0176
2025-04-29 2025-03-31 13F NORFOLK SOUTHN COM 655844108 2,172 0 0.00 514 0.98 0.0182
2025-02-07 2024-12-31 13F NORFOLK SOUTHN COM 655844108 2,172 5 0.23 510 -5.39 0.0184
2024-11-14 2024-09-30 13F NORFOLK SOUTHN COM 655844108 2,167 -109 -4.79 538 10.25 0.0193
2024-08-09 2024-06-30 13F NORFOLK SOUTHN COM 655844108 2,276 0 0.00 489 -15.86 0.0157
2024-05-03 2024-03-31 13F NORFOLK SOUTHN COM 655844108 2,276 -50 -2.15 580 5.65 0.0188
2024-02-09 2023-12-31 13F NORFOLK SOUTHN COM 655844108 2,326 -4 -0.17 550 19.87 0.0209
2023-11-06 2023-09-30 13F NORFOLK SOUTHN COM 655844108 2,330 1 0.04 459 -13.26 0.0192
2023-07-18 2023-06-30 13F NORFOLK SOUTHN COM 655844108 2,329 12 0.52 528 7.54 0.0210
2023-04-21 2023-03-31 13F NORFOLK SOUTHN COM 655844108 2,317 0 0.00 491 -13.86 0.0199
2023-02-10 2022-12-31 13F NORFOLK SOUTHN COM 655844108 2,317 -14 -0.60 571 16.56 0.0227
2022-10-14 2022-09-30 13F NORFOLK SOUTHN COM 655844108 2,331 -3 -0.13 489 -7.74 0.0220
2022-07-18 2022-06-30 13F NORFOLK SOUTHN COM 655844108 2,334 -49 -2.06 530 -22.06 0.0226
2022-05-09 2022-03-31 13F NORFOLK SOUTHN COM 655844108 2,383 -29 -1.20 680 -5.29 0.0270
2022-01-28 2021-12-31 13F NORFOLK SOUTHN COM 655844108 2,412 -352 -12.74 718 8.62 0.0295
2021-10-27 2021-09-30 13F NORFOLK SOUTHN COM 655844108 2,764 0 0.00 661 -9.95 0.0305
2021-08-10 2021-06-30 13F NORFOLK SOUTHN COM 655844108 2,764 17 0.62 734 -0.54 0.0344
2021-05-06 2021-03-31 13F NORFOLK SOUTHN COM 655844108 2,747 -4 -0.15 738 12.84 0.0380
2021-02-04 2020-12-31 13F NORFOLK SOUTHN COM 655844108 2,751 -335 -10.86 654 -0.91 0.0337
2020-10-28 2020-09-30 13F NORFOLK SOUTHN COM 655844108 3,086 -260 -7.77 660 12.44 0.0349
2020-07-15 2020-06-30 13F NORFOLK SOUTHERN COM 655844108 3,346 0 0.00 587 20.04 0.0332
2020-04-27 2020-03-31 13F NORFOLK SOUTHERN COM 655844108 3,346 -5 -0.15 489 -24.88 0.0340
2020-01-15 2019-12-31 13F NORFOLK SOUTHERN COM 655844108 3,351 132 4.10 651 12.63 0.0383
2019-11-08 2019-09-30 13F NORFOLK SOUTHERN COM 655844108 3,219 0 0.00 578 -9.69 0.0355
2019-08-07 2019-06-30 13F NORFOLK SOUTHERN COM 655844108 3,219 10 0.31 640 6.67 0.0414
2019-05-08 2019-03-31 13F NORFOLK SOUTHERN COM 655844108 3,209 3,209 600 0.0417
2019-02-14 2018-12-31 13F GRAMERCY PPTY TR COM NEW 385002308 0 -1,044 -100.00 0 -100.00
2018-11-13 2018-09-30 13F NORFOLK SOUTHERN COM 655844108 1,044 1,044 188 0.0151
2018-11-13 2018-09-30 13F GRAMERCY PPTY TR COM NEW 385002308 3,499 3,499 96 0.0077
2018-08-13 2018-06-30 13F NORFOLK SOUTHERN COM 655844108 0 -3,499 -100.00 0 -100.00
2018-05-15 2018-03-31 13F GRAMERCY PPTY TR COM NEW 385002308 3,499 2,082 146.93 76 -62.93 0.0065
2018-05-15 2018-03-31 13F NORFOLK SOUTHERN COM 655844108 1,148 -269 156 0.0134
2018-02-09 2017-12-31 13F NORFOLK SOUTHERN COM 655844108 1,417 -3,506 -71.22 205 -68.51 0.0188
2017-10-19 2017-09-30 13F NORFOLK SOUTHERN COM 655844108 4,923 818 19.93 651 30.20 0.0513
2017-07-27 2017-06-30 13F NORFOLK SOUTHERN COM 655844108 4,105 -168 -3.93 500 4.60 0.0421
2017-04-12 2017-03-31 13F NORFOLK SOUTHERN COM 655844108 4,273 -338 -7.33 478 -4.02 0.0427
2017-02-09 2016-12-31 13F NORFOLK SOUTHERN COM 655844108 4,611 4,611 498 0.0531
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.