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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; 849 institutions reported holding it in 13F filings for Q2 2026, worth $48.6B in total; 5 superinvestors hold it, including Gates Foundation Trust and TCI Fund Management.

13F holders, Q4 2023

Institutional positions in Canadian National Railway Co as of Dec 31, 2023. 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
825
+68 vs. Q3 2023
Shares held
454.2M
+822.3K (+0.2%) vs. Q3 2023
Total value
$57.2B
+$7.84B (+15.9%) vs. Q3 2023
New holders
114
272 more added
Sold out
46
268 more reduced

16 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 holdersQ4 2023: 825 institutions
Q1 2021: 725 institutionsQ2 2021: 710 institutionsQ3 2021: 714 institutionsQ4 2021: 782 institutionsQ1 2022: 779 institutionsQ2 2022: 758 institutionsQ3 2022: 739 institutionsQ4 2022: 784 institutionsQ1 2023: 792 institutionsQ2 2023: 792 institutionsQ3 2023: 773 institutionsQ4 2023: 825 institutionsQ1 2024: 857 institutionsQ2 2024: 855 institutionsQ3 2024: 852 institutionsQ4 2024: 857 institutionsQ1 2025: 824 institutionsQ2 2025: 821 institutionsQ3 2025: 758 institutionsQ4 2025: 809 institutionsQ1 2026: 831 institutionsQ2 2026: 849 institutions
Value heldQ4 2023: $57.2B
Q1 2021: $46.7BQ2 2021: $43.5BQ3 2021: $48.5BQ4 2021: $51.5BQ1 2022: $54.6BQ2 2022: $47.2BQ3 2022: $50.2BQ4 2022: $54.8BQ1 2023: $54.5BQ2 2023: $55.1BQ3 2023: $49.4BQ4 2023: $57.2BQ1 2024: $59.1BQ2 2024: $51.9BQ3 2024: $50.0BQ4 2024: $43.1BQ1 2025: $41.8BQ2 2025: $44.8BQ3 2025: $38.9BQ4 2025: $40.8BQ1 2026: $42.0BQ2 2026: $48.6B
Institutions holding CNI and their total value by quarter
QuarterHoldersValue
Q2 2026849$48.6B
Q1 2026831$42.0B
Q4 2025809$40.8B
Q3 2025758$38.9B
Q2 2025821$44.8B
Q1 2025824$41.8B
Q4 2024857$43.1B
Q3 2024852$50.0B
Q2 2024855$51.9B
Q1 2024857$59.1B
Q4 2023825$57.2B
Q3 2023773$49.4B
Q2 2023792$55.1B
Q1 2023792$54.5B
Q4 2022784$54.8B
Q3 2022739$50.2B
Q2 2022758$47.2B
Q1 2022779$54.6B
Q4 2021782$51.5B
Q3 2021714$48.5B
Q2 2021710$43.5B
Q1 2021725$46.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Canadian National Railway Co; share changes are against Q3 2023.

Institutions holding CNI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gates Foundation TrustSuperinvestorGates Foundation Trust54,826,786$6.89B16.29%00.0%Unchanged
TCI Fund Management LtdSuperinvestorTCI Fund Management40,072,313$5.04B14.01%−816,640−2.0%Reduced
Royal Bank of Canada27,091,147$3.40B0.84%−1,995,894−6.9%Reduced
Vanguard Group Inc22,395,401$2.81B0.06%+387,975+1.8%Added
Wellington Management Group LLP21,868,740$2.76B0.51%+1,907,938+9.6%Added
FIL Ltd19,189,809$2.41B2.53%+1,280,726+7.2%Added
Massachusetts Financial Services Co16,644,360$2.09B0.68%−192,235−1.1%Reduced
Bank of Montreal15,490,002$1.95B1.05%−64,084−0.4%Reduced
Bank of New York Mellon Corp13,659,627$1.72B0.35%−47,108−0.3%Reduced
Caisse de Depot Et Placement du Quebec12,758,300$1.61B4.10%−309,000−2.4%Reduced
TD Asset Management Inc11,651,919$1.47B1.45%+314,600+2.8%Added
Mackenzie Financial Corp9,941,295$1.25B1.89%−318,841−3.1%Reduced
Jarislowsky, Fraser Ltd8,819,461$1.11B6.55%−275,772−3.0%Reduced
1832 Asset Management L.P.8,785,479$1.10B2.08%+61,752+0.7%Added
Capital International Investors7,623,561$957.8M0.21%+2,951,506+63.2%Added
National Bank of Canada6,385,441$800.8M1.46%+311,961+5.1%Added
Norges Bank6,122,354$769.6M0.13%−129,678−2.1%Reduced
Deutsche Bank AG5,605,937$704.3M0.36%+30,276+0.5%Added
Egerton Capital (UK) LLP5,308,268$666.9M7.22%+138,589+2.7%Added
CIBC Asset Management Inc5,135,247$647.5M2.42%−129,203−2.5%Reduced
Manufacturers Life Insurance Company, The5,039,310$634.4M0.38%−1,335,069−20.9%Reduced
Fiera Capital Corp4,966,949$626.4M1.92%−17,659−0.4%Reduced
Legal & General Group Plc4,937,539$623.6M0.19%+459,540+10.3%Added
Beutel, Goodman & Co Ltd.4,779,390$603.7M3.20%+1,5290.0%Added
CIBC World Markets Inc.4,694,346$589.8M1.67%−276,686−5.6%Reduced
Bank of Nova Scotia4,451,717$559.6M1.05%−1,000,985−18.4%Reduced
FMR LLC4,177,752$525.1M0.04%+13,295+0.3%Added
JPMorgan Chase & Co3,928,880$493.6M0.05%+86,700+2.3%Added
Price T Rowe Associates Inc3,860,606$485.0M0.07%+704,544+22.3%Added
Toronto Dominion Bank3,846,647$483.3M0.70%+296,330+8.3%Added
Connor, Clark & Lunn Investment Management Ltd.3,360,176$422.4M1.97%−762,832−18.5%Reduced
Arrowstreet Capital, Limited Partnership3,196,158$401.6M0.42%+214,863+7.2%Added
Harding Loevner LP2,865,864$359.4M2.02%−94,415−3.2%Reduced
Artisan Partners Limited Partnership2,537,600$319.0M0.50%+14,300+0.6%Added
Scotia Capital Inc.2,445,262$306.6M1.98%+30,624+1.3%Added
Canada Pension Plan Investment Board2,342,040$295.8M0.37%+665,000+39.7%Added
Geode Capital Management, LLC2,203,930$277.9M0.03%+138,160+6.7%Added
TD Waterhouse Canada Inc.1,558,941$260.9M2.43%+26,863+1.8%Added
Bank of America Corp1,992,618$250.3M0.03%+619,212+45.1%Added
Montrusco Bolton Investments Inc.1,828,979$231.0M2.87%−151,312−7.6%Reduced
Swiss National Bank1,811,900$228.2M0.17%−74,200−3.9%Reduced
Goldman Sachs Group Inc1,780,484$223.7M0.05%+224,148+14.4%Added
Morgan Stanley1,693,722$212.8M0.02%−1,185,369−41.2%Reduced
Royal London Asset Management Ltd1,602,728$201.4M0.58%+17,083+1.1%Added
Alberta Investment Management Corp1,548,412$195.6M1.84%+63,287+4.3%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,471,816$182.6M1.81%−2,688−0.2%Reduced
Principal Financial Group Inc1,320,605$166.8M0.11%−129,154−8.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,309,293$165.1M0.12%−28,261−2.1%Reduced
Russell Investments Group, Ltd.1,279,322$161.4M0.29%−171,105−11.8%Reduced
Federation des caisses Desjardins du Quebec1,187,060$156.8M1.47%−40,210−3.3%Reduced
Nuveen Asset Management, LLC1,115,408$141.6M0.05%+992,107+804.6%Added
Clearbridge Investments, LLC1,121,368$140.9M0.12%+1,121,368New
Credit Suisse AG1,101,400$138.4M0.13%−207,040−15.8%Reduced
Findlay Park Partners LLP1,027,583$129.1M1.27%+446,244+76.8%Added
Stifel Financial Corp1,026,000$128.9M0.16%+34,702+3.5%Added
Dimensional Fund Advisors LP1,003,236$126.0M0.04%+42,545+4.4%Added
Douglass Winthrop Advisors, LLC989,682$124.3M2.78%+24,689+2.6%Added
Amundi981,315$121.4M0.05%−113,869−10.4%Reduced
APG Asset Management N.V.1,037,855$118.7M0.23%+34,288+3.4%Added
Alliancebernstein L.P.907,521$114.0M0.04%−4,531−0.5%Reduced
Agf Management Ltd731,019$106.4M0.63%−125,117−14.6%Reduced
Earnest Partners LLC826,641$104.2M0.52%−2,211−0.3%Reduced
Rivulet Capital, LLC825,000$103.6M5.29%+50,000+6.5%Added
Envestnet Asset Management Inc822,488$103.3M0.04%+63,237+8.3%Added
BlackRock Inc.803,846$101.0M0.00%+135,480+20.3%Added
Consulta Ltd800,000$100.5M6.62%00.0%Unchanged
Brown Advisory Inc756,120$95.0M0.13%−4,178−0.5%Reduced
Coronation Fund Managers Ltd.709,647$89.2M2.49%+3,320+0.5%Added
William Blair Investment Management, LLC706,836$88.8M0.26%−17,411−2.4%Reduced
Cidel Asset Management Inc669,353$84.5M3.62%+19,658+3.0%Added
Manning & Napier Group, LLC669,988$84.2M1.00%+46,517+7.5%Added
State of Tennessee, Treasury Department664,461$83.8M0.33%00.0%Unchanged
Addenda Capital Inc.447,723$74.6M2.91%+995+0.2%Added
First Trust Advisors LP529,709$66.5M0.07%−82,629−13.5%Reduced
Ameriprise Financial Inc538,977$64.6M0.02%+37,102+7.4%Added
Burgundy Asset Management Ltd.495,242$62.4M0.69%−1,630−0.3%Reduced
Public Sector Pension Investment Board493,692$62.4M0.47%+411,531+500.9%Added
Capital International Inc479,066$60.2M0.94%+210,794+78.6%Added
Bradley Foster & Sargent Inc474,586$59.6M1.16%+31,477+7.1%Added
Dixon Mitchell Investment Counsel Inc.470,394$59.4M3.16%−16,115−3.3%Reduced
Invesco Ltd.463,139$58.2M0.01%−36,074−7.2%Reduced
Cardinal Capital Management, Inc.451,010$56.9M2.69%+1,546+0.3%Added
DekaBank Deutsche Girozentrale447,739$56.4M0.12%+21,644+5.1%Added
Scheer, Rowlett & Associates Investment Management Ltd.437,217$55.0M4.15%−8,859−2.0%Reduced
Aviva PLC419,329$52.9M0.19%+15,218+3.8%Added
Saturna Capital CORP408,000$51.3M0.80%00.0%Unchanged
Nekton Capital Ltd.396,338$49.8M11.44%+138,827+53.9%Added
Northern Trust Corp387,254$48.7M0.01%−17,686−4.4%Reduced
State Street Corp370,572$46.6M0.00%+76,900+26.2%Added
SEI Investments Co366,740$46.1M0.07%+10,689+3.0%Added
Reynders McVeigh Capital Management, LLC362,934$45.6M2.89%−16,669−4.4%Reduced
Franklin Resources Inc362,649$45.6M0.02%−1,080,529−74.9%Reduced
UBS Group AG358,116$45.0M0.02%+86,424+31.8%Added
QV Investors Inc.351,085$44.3M4.00%−294−0.1%Reduced
Neuberger Berman Group LLC333,175$42.0M0.04%+43,510+15.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main316,233$39.9M0.05%+74,517+30.8%Added
CIBC Private Wealth Group, LLC314,338$39.5M0.08%+11,094+3.7%Added
Northwest & Ethical Investments L.P.306,838$38.6M1.19%−2,187−0.7%Reduced
Guardian Capital LP303,825$38.4M1.38%+26,983+9.7%Added
Hemenway Trust Co LLC293,484$36.9M3.52%−405−0.1%Reduced