Grantham, Mayo, Van Otterloo & Co (GMO)
NSC icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Norfolk Southern NSC Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio NSC Stock Details NSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100,000
Closed -$10.8M – 624
2016
Q4 		$10.8M Hold
100,000
– – 0.06% 180
2016
Q3 		$9.71M Buy
+100,000
New +$9.1M 0.05% 207

Other funds holding NSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s NSC Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Norfolk Southern (NSC) stake by 79% in Q2 2026, buying an estimated $16.8M and bringing the position to 123,701 shares worth $38.9M. The position accounts for 0.09% of the portfolio, ranked #96.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in NSC in Q4 2015 and has held it in 12 quarters since. 1,870 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 123,701 shares of Norfolk Southern worth $38.9M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 54,476 Norfolk Southern shares in Q2 2026, an estimated $16.8M.
  • Norfolk Southern made up 0.09% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #96 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Norfolk Southern in Q4 2015 and has held it in 12 quarters since.
  • 1,870 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.