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Canadian National Railway Co

CNI
Exchange
NYSE
Industry
Railroads, Line-Haul Operating
SEC CIK
0000016868

No open-market purchases or sales by Canadian National Railway Co insiders were filed in the last 90 days; 848 institutions reported holding it in 13F filings for Q2 2026, worth $49.6B in total; 5 superinvestors hold it, including Gates Foundation Trust and TCI Fund Management.

13F holders, Q2 2026

Institutional positions in Canadian National Railway Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
848
+28 vs. Q1 2026
Shares held
404.2M
+3.21M (+0.8%) vs. Q1 2026
Total value
$49.6B
+$7.70B (+18.4%) vs. Q1 2026
New holders
88
303 more added
Sold out
60
261 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CNI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 848 institutions
Q1 2021: 724 institutionsQ2 2021: 710 institutionsQ3 2021: 714 institutionsQ4 2021: 782 institutionsQ1 2022: 779 institutionsQ2 2022: 758 institutionsQ3 2022: 739 institutionsQ4 2022: 784 institutionsQ1 2023: 791 institutionsQ2 2023: 792 institutionsQ3 2023: 773 institutionsQ4 2023: 825 institutionsQ1 2024: 857 institutionsQ2 2024: 855 institutionsQ3 2024: 852 institutionsQ4 2024: 856 institutionsQ1 2025: 822 institutionsQ2 2025: 820 institutionsQ3 2025: 757 institutionsQ4 2025: 809 institutionsQ1 2026: 830 institutionsQ2 2026: 848 institutions
Value heldQ2 2026: $49.6B
Q1 2021: $46.7BQ2 2021: $43.5BQ3 2021: $48.4BQ4 2021: $51.4BQ1 2022: $54.6BQ2 2022: $47.2BQ3 2022: $50.2BQ4 2022: $54.8BQ1 2023: $55.1BQ2 2023: $55.5BQ3 2023: $49.8BQ4 2023: $58.0BQ1 2024: $60.2BQ2 2024: $52.4BQ3 2024: $50.4BQ4 2024: $44.8BQ1 2025: $41.8BQ2 2025: $47.7BQ3 2025: $39.1BQ4 2025: $40.8BQ1 2026: $42.0BQ2 2026: $49.6B
Institutions holding CNI and their total value by quarter
QuarterHoldersValue
Q2 2026848$49.6B
Q1 2026830$42.0B
Q4 2025809$40.8B
Q3 2025757$39.1B
Q2 2025820$47.7B
Q1 2025822$41.8B
Q4 2024856$44.8B
Q3 2024852$50.4B
Q2 2024855$52.4B
Q1 2024857$60.2B
Q4 2023825$58.0B
Q3 2023773$49.8B
Q2 2023792$55.5B
Q1 2023791$55.1B
Q4 2022784$54.8B
Q3 2022739$50.2B
Q2 2022758$47.2B
Q1 2022779$54.6B
Q4 2021782$51.4B
Q3 2021714$48.4B
Q2 2021710$43.5B
Q1 2021724$46.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Canadian National Railway Co; share changes are against Q1 2026.

Institutions holding CNI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Gates Foundation TrustSuperinvestorGates Foundation Trust51,826,786$6.18B17.95%00.0%Unchanged
Royal Bank of Canada31,156,081$3.72B0.63%+3,646,856+13.3%Added
FIL Ltd19,129,315$2.28B1.64%+2,288,097+13.6%Added
Caisse de Depot Et Placement du Quebec18,962,558$2.26B3.22%+178,385+0.9%Added
1832 Asset Management L.P.16,518,344$1.97B2.42%−2,164,896−11.6%Reduced
Vanguard Capital Management LLC15,918,701$1.90B0.04%+120,099+0.8%Added
Bank of Montreal14,841,305$1.77B0.64%+845,548+6.0%Added
Mackenzie Financial Corp8,939,323$1.51B1.51%+163,017+1.9%Added
TD Asset Management Inc9,907,691$1.18B1.02%−2,223,622−18.3%Reduced
TCI Fund Management LtdSuperinvestorTCI Fund Management9,433,422$1.12B2.13%−416,512−4.2%Reduced
Wellington Management Group LLP8,537,192$1.02B0.18%−2,985,994−25.9%Reduced
CIBC Asset Management Inc6,861,848$819.9M1.80%+3,193,207+87.0%Added
National Bank of Canada6,761,268$805.3M0.71%+76,139+1.1%Added
Massachusetts Financial Services Co1,417,278$784.1M0.25%−2,333,392−62.2%Reduced
Deutsche Bank AG6,062,146$722.9M0.21%−1,142,973−15.9%Reduced
Price T Rowe Associates Inc6,052,322$721.7M0.07%−424,251−6.6%Reduced
Clearbridge Investments, LLC5,964,425$711.2M0.59%+711,429+13.5%Added
Geode Capital Management, LLC5,829,986$706.7M0.04%+607,775+11.6%Added
Norges Bank5,695,165$679.0M0.07%+5,695,165New
Connor, Clark & Lunn Investment Management Ltd.5,674,241$676.4M1.28%+1,099,056+24.0%Added
Harding Loevner LP5,390,831$648.4M6.10%+2,549,371+89.7%Added
Fiera Capital Corp5,406,877$644.0M2.34%−784,633−12.7%Reduced
Manufacturers Life Insurance Company, The5,303,746$631.7M0.49%+899,494+20.4%Added
Arrowstreet Capital, Limited Partnership5,152,780$614.4M0.27%+424,278+9.0%Added
CIBC World Markets Inc.5,025,832$602.2M1.01%−73,565−1.4%Reduced
Vanguard Fiduciary Trust Co4,816,343$574.8M0.13%+21,121+0.4%Added
Canada Pension Plan Investment Board4,462,797$532.0M0.29%−27,384−0.6%Reduced
TD Waterhouse Canada Inc.4,297,955$514.6M1.35%+116,530+2.8%Added
Legal & General Group Plc3,986,362$475.6M0.10%−228,812−5.4%Reduced
Lazard Asset Management LLC3,911,519$466.3M0.71%−5,165,999−56.9%Reduced
Federation des caisses Desjardins du Quebec3,891,768$462.6M1.41%+55,992+1.5%Added
Scotia Capital Inc.3,802,550$452.8M1.69%−122,362−3.1%Reduced
Morgan Stanley3,675,358$438.2M0.02%+1,009,731+37.9%Added
Canoe Financial LP3,407,690$406.3M5.03%−18,776−0.5%Reduced
Goldman Sachs Group Inc3,129,271$373.1M0.04%+429,613+15.9%Added
Troy Asset Management Ltd2,564,246$322.3M8.99%−64,716−2.5%Reduced
JPMorgan Chase & Co2,621,159$315.4M0.02%−315,996−10.8%Reduced
Banque Cantonale Vaudoise2,360$282.0M0.04%−227−8.8%Reduced
Vanguard Global Advisers, LLC2,325,865$277.6M0.13%+132,382+6.0%Added
Beutel, Goodman & Co Ltd.2,105,136$251.1M1.85%−310,554−12.9%Reduced
Toronto Dominion Bank2,069,940$246.8M0.41%+107,407+5.5%Added
StonePine Asset Management Inc.2,034,355$242.6M1.50%+2,034,355New
FMR LLC1,824,799$217.8M0.01%−68,240−3.6%Reduced
Findlay Park Partners LLP1,826,068$217.7M2.94%−61,900−3.3%Reduced
Charles Schwab Investment Management Inc1,718,110$205.0M0.03%+97,612+6.0%Added
Mitsubishi UFJ Trust & Banking Corp1,718,819$204.9M0.45%+307,031+21.7%Added
Swiss National Bank1,672,400$199.0M0.10%−88,600−5.0%Reduced
Dimensional Fund Advisors LP1,440,786$171.8M0.03%+58,287+4.2%Added
AQR Capital Management LLC1,406,399$167.7M0.06%+274,553+24.3%Added
Two Sigma Investments, LP1,398,413$166.7M0.13%+974,828+230.1%Added
Stifel Financial Corp1,359,885$162.2M0.13%−31,050−2.2%Reduced
Bank of Nova Scotia1,335,451$159.4M0.24%−61,648−4.4%Reduced
Bank of America Corp1,269,855$151.4M0.01%−120,490−8.7%Reduced
Cardinal Capital Management, Inc.1,254,252$149.4M3.61%+68,791+5.8%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,251,453$149.2M1.45%−20,561−1.6%Reduced
Nuveen, LLC1,236,343$147.5M0.04%+82,452+7.1%Added
Vanguard Asset Management, Ltd1,156,300$138.0M0.09%+126,220+12.3%Added
Letko, Brosseau & Associates Inc1,027,674$122.6M1.81%−23,931−2.3%Reduced
Intact Investment Management Inc.955,760$114.0M3.24%−5,660−0.6%Reduced
Douglass Winthrop Advisors, LLC936,884$111.7M1.93%−17,411−1.8%Reduced
Bessemer Group Inc912,231$108.7M0.15%+908,136+22,176.7%Added
Amundi860,943$102.7M0.02%−160,962−15.8%Reduced
Russell Investments Group, Ltd.795,350$94.9M0.08%+291,645+57.9%Added
Addenda Capital Inc.548,874$92.9M2.53%+88,869+19.3%Added
MUFG Securities (Canada), Ltd.765,088$91.2M2.46%−44,314−5.5%Reduced
Alberta Investment Management Corp750,814$89.5M0.52%−8,488−1.1%Reduced
Balyasny Asset Management LLC745,247$88.9M0.16%+239,488+47.4%Added
Agf Management Ltd540,109$88.4M0.34%+5,271+1.0%Added
Scheer, Rowlett & Associates Investment Management Ltd.727,812$86.8M6.24%−5,379−0.7%Reduced
British Columbia Investment Management Corp716,203$85.4M0.53%+69,509+10.7%Added
Franklin Resources Inc685,127$81.7M0.02%−27,918−3.9%Reduced
BLI - Banque de Luxembourg Investments683,667$81.6M2.88%−161,221−19.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund651,600$77.7M0.11%+501,600+334.4%Added
Northern Trust Corp628,393$74.9M0.01%+36,940+6.2%Added
Value Partners Investments Inc.607,648$72.4M5.05%+1,679+0.3%Added
Public Sector Pension Investment Board599,765$71.5M0.19%+330,905+123.1%Added
QV Investors Inc.591,760$70.6M5.43%−24,350−4.0%Reduced
Bank of New York Mellon Corp552,853$65.9M0.01%+48,836+9.7%Added
State of Tennessee, Treasury Department537,896$64.2M0.19%−17,031−3.1%Reduced
Vanguard Investments Australia, Ltd.530,857$63.4M0.16%+12,025+2.3%Added
Invesco Ltd.524,812$62.6M0.00%−512,679−49.4%Reduced
SEI Investments Co516,827$61.6M0.05%+11,570+2.3%Added
Adage Capital Partners GP, L.L.C.516,526$61.6M0.09%−341,059−39.8%Reduced
Point72 Asset Management, L.P.502,283$59.9M0.09%−277,530−35.6%Reduced
BlackRock, Inc.496,796$59.2M0.00%+84,683+20.5%Added
Dixon Mitchell Investment Counsel Inc.494,412$59.0M1.92%+45,975+10.3%Added
American Century Companies Inc490,628$58.6M0.03%+132,209+36.9%Added
Millennium Management LLC473,152$56.4M0.04%−477,224−50.2%Reduced
Quadrature Capital Ltd465,944$55.6M0.48%+13,944+3.1%Added
Aviva PLC464,294$55.3M0.08%+2,540+0.6%Added
Lincluden Management Ltd324,110$54.9M5.38%−80,154−19.8%Reduced
Guardian Capital LP422,207$50.4M1.22%+798+0.2%Added
Cidel Asset Management Inc403,673$48.2M2.32%−111,684−21.7%Reduced
Northwest & Ethical Investments L.P.400,958$47.8M1.11%−25,909−6.1%Reduced
Saturna Capital CORP400,815$47.8M0.58%+552+0.1%Added
DekaBank Deutsche Girozentrale456,770$46.8M0.08%00.0%Unchanged
UBS Group AG379,861$45.3M0.01%−288,636−43.2%Reduced
CIBC Bancorp USA Inc.339,921$40.5M0.05%−14,528−4.1%Reduced
Barclays PLC334,663$39.9M0.01%−27,057−7.5%Reduced
Encompass Capital Advisors LLC325,000$38.7M1.67%+325,000New