Skip to main content

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 2025

Institutional positions in Canadian National Railway Co as of Dec 31, 2025. 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
809
+67 vs. Q3 2025
Shares held
411.1M
+9.62M (+2.4%) vs. Q3 2025
Total value
$40.8B
+$2.91B (+7.7%) vs. Q3 2025
New holders
116
253 more added
Sold out
49
278 more reduced

16 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 2025: 809 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 2025: $40.8B
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 2025

Shares, value and share of portfolio for each institution holding Canadian National Railway Co; share changes are against Q3 2025.

Institutions holding CNI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Gates Foundation TrustSuperinvestorGates Foundation Trust51,826,786$5.12B14.49%00.0%Unchanged
Royal Bank of Canada26,114,070$2.58B0.45%−718,329−2.7%Reduced
Vanguard Group Inc24,646,922$2.44B0.04%+346,670+1.4%Added
1832 Asset Management L.P.18,747,746$1.85B2.35%+9,294,926+98.3%Added
FIL Ltd15,745,744$1.56B1.17%+5,210,403+49.5%Added
Bank of Montreal14,178,973$1.40B0.57%−22,702−0.2%Reduced
Caisse de Depot Et Placement du Quebec13,894,922$1.38B2.33%00.0%Unchanged
TD Asset Management Inc11,374,457$1.13B0.91%−89,681−0.8%Reduced
Massachusetts Financial Services Co10,584,719$1.05B0.34%−1,076,172−9.2%Reduced
Capital International Investors9,917,406$981.3M0.15%−118,538−1.2%Reduced
TCI Fund Management LtdSuperinvestorTCI Fund Management9,849,934$974.1M1.82%−8,917,840−47.5%Reduced
Wellington Management Group LLP9,315,803$922.4M0.16%−2,360,035−20.2%Reduced
Deutsche Bank AG8,998,101$889.5M0.29%+1,182,106+15.1%Added
Mackenzie Financial Corp8,894,923$882.0M1.04%+268,776+3.1%Added
Lazard Asset Management LLC8,903,624$880.6M1.49%−52,087−0.6%Reduced
Price T Rowe Associates Inc8,032,989$794.1M0.09%+89,972+1.1%Added
National Bank of Canada6,710,219$663.1M0.68%−201,802−2.9%Reduced
Fiera Capital Corp6,648,582$657.8M2.09%+176,872+2.7%Added
Arrowstreet Capital, Limited Partnership6,165,148$609.6M0.36%+173,410+2.9%Added
Norges Bank5,764,854$570.2M0.06%+5,764,854New
Geode Capital Management, LLC5,119,084$514.9M0.03%+209,319+4.3%Added
CIBC World Markets Inc.5,165,704$510.6M0.91%+651,763+14.4%Added
Clearbridge Investments, LLC4,481,206$443.0M0.35%+976,324+27.9%Added
Manufacturers Life Insurance Company, The4,452,495$441.3M0.36%+399,711+9.9%Added
Legal & General Group Plc4,113,459$407.4M0.09%−106,258−2.5%Reduced
Scotia Capital Inc.3,839,951$379.6M1.53%+136,329+3.7%Added
Federation des caisses Desjardins du Quebec3,780,155$374.0M1.43%+167,287+4.6%Added
Canada Pension Plan Investment Board3,604,681$356.5M0.24%+345,140+10.6%Added
Goldman Sachs Group Inc3,597,734$355.6M0.05%+97,950+2.8%Added
CIBC Asset Management Inc3,510,774$348.1M0.84%−979,648−21.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.3,067,634$303.4M0.80%+899,402+41.5%Added
Canoe Financial LP2,924,042$289.2M3.93%+155,760+5.6%Added
Troy Asset Management Ltd2,736,154$288.0M7.42%−2,218−0.1%Reduced
Bank of Nova Scotia2,826,410$279.5M0.41%+140,612+5.2%Added
Morgan Stanley2,649,092$261.9M0.02%+241,222+10.0%Added
Beutel, Goodman & Co Ltd.2,629,511$260.4M1.60%−1,218,404−31.7%Reduced
JPMorgan Chase & Co2,345,167$231.8M0.02%−450,250−16.1%Reduced
Bank of America Corp2,319,526$229.3M0.02%−414,447−15.2%Reduced
Fisher Asset Management, LLC2,279,778$225.4M0.08%+216,963+10.5%Added
Quadrature Capital Ltd2,261,305$223.9M2.29%+521,605+30.0%Added
Harding Loevner LP2,143,651$211.9M1.86%−153,887−6.7%Reduced
Toronto Dominion Bank2,046,347$202.4M0.36%+594,135+40.9%Added
TD Waterhouse Canada Inc.1,978,313$195.6M1.22%+102,886+5.5%Added
FMR LLC1,621,619$160.4M0.01%−401,357−19.8%Reduced
Charles Schwab Investment Management Inc1,579,907$156.5M0.02%+52,063+3.4%Added
Swiss National Bank1,393,900$138.1M0.08%−140,700−9.2%Reduced
Stifel Financial Corp1,358,452$134.3M0.12%−1750.0%Reduced
Cardinal Capital Management, Inc.974,350$132.3M2.97%+232,120+31.3%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,305,390$131.2M1.19%−87,608−6.3%Reduced
Dimensional Fund Advisors LP1,280,638$126.6M0.03%+22,234+1.8%Added
AQR Capital Management LLC1,234,030$122.1M0.06%+1,214,836+6,329.2%Added
Findlay Park Partners LLP1,216,968$120.3M1.53%−246,800−16.9%Reduced
Nuveen, LLC1,198,901$118.7M0.03%−90,957−7.1%Reduced
Balyasny Asset Management LLC1,143,186$113.0M0.21%+1,128,186+7,521.2%Added
Invesco Ltd.1,089,190$107.7M0.01%+216,316+24.8%Added
Douglass Winthrop Advisors, LLC1,003,520$99.2M1.73%−81,689−7.5%Reduced
Brown Advisory Inc855,544$84.6M0.12%−37,610−4.2%Reduced
BLI - Banque de Luxembourg Investments844,888$83.7M2.45%−58,007−6.4%Reduced
MUFG Securities (Canada), Ltd.834,086$82.5M2.29%−85,317−9.3%Reduced
British Columbia Investment Management Corp820,775$81.2M0.43%+482,005+142.3%Added
Amundi821,063$81.2M0.02%−37,186−4.3%Reduced
Letko, Brosseau & Associates Inc773,340$76.6M1.25%+773,340New
Scheer, Rowlett & Associates Investment Management Ltd.761,487$75.3M5.17%−118,700−13.5%Reduced
Two Sigma Investments, LP750,930$74.2M0.11%−497,041−39.8%Reduced
Alberta Investment Management Corp718,500$71.1M0.43%−4,100−0.6%Reduced
Agf Management Ltd539,682$69.8M0.30%−215,640−28.5%Reduced
QV Investors Inc.629,069$62.3M5.10%+43,523+7.4%Added
Franklin Resources Inc629,572$62.3M0.02%+1,972+0.3%Added
DekaBank Deutsche Girozentrale456,770$61.8M0.12%00.0%Unchanged
Addenda Capital Inc.454,002$61.6M1.81%−14,312−3.1%Reduced
Voloridge Investment Management, LLC606,175$59.9M0.21%−174,039−22.3%Reduced
Value Partners Investments Inc.604,155$59.8M4.59%+2,235+0.4%Added
SEI Investments Co577,126$57.0M0.06%+14,224+2.5%Added
Lincluden Management Ltd419,122$56.9M4.83%−15,222−3.5%Reduced
Intact Investment Management Inc.565,920$56.0M1.61%+129,450+29.7%Added
Northern Trust Corp560,016$55.4M0.01%+37,153+7.1%Added
Russell Investments Group, Ltd.545,277$54.0M0.06%−1,973−0.4%Reduced
State of Tennessee, Treasury Department537,779$51.9M0.17%−178,758−24.9%Reduced
Point72 Asset Management, L.P.522,622$51.6M0.08%+522,622New
Dixon Mitchell Investment Counsel Inc.502,525$49.8M1.64%−2,775−0.5%Reduced
Bank of New York Mellon Corp500,597$49.5M0.01%−4,732,060−90.4%Reduced
Clean Energy Transition LLP478,184$47.3M3.94%+478,184New
UBS Group AG451,954$44.7M0.01%−65,732−12.7%Reduced
Aviva PLC448,612$44.4M0.07%+22,925+5.4%Added
Northwest & Ethical Investments L.P.430,970$42.6M0.96%+47,671+12.4%Added
BCV Asset Management Inc.294,559$42.5M1.07%+294,559New
Guardian Capital LP399,231$39.5M1.17%+40,035+11.1%Added
Millennium Management LLC385,156$38.1M0.03%+385,156New
BlackRock, Inc.385,055$38.1M0.00%+2,312+0.6%Added
Saturna Capital CORP384,214$38.0M0.50%−660.0%Reduced
First Trust Advisors LP367,766$36.4M0.03%−41,311−10.1%Reduced
Picton Mahoney Asset Management344,448$34.1M0.37%+170,245+97.7%Added
Public Sector Pension Investment Board341,109$33.7M0.11%−69,770−17.0%Reduced
Duff & Phelps Investment Management Co336,789$33.4M0.38%+34,249+11.3%Added
Korea Investment CORP325,541$32.2M0.06%+3,576+1.1%Added
CIBC Private Wealth Group, LLC317,879$31.4M0.05%−22,829−6.7%Reduced
Adage Capital Partners GP, L.L.C.312,500$30.9M0.05%+312,500New
Renaissance Technologies LLC302,600$29.9M0.05%+52,200+20.8%Added
American Century Companies Inc296,124$29.3M0.01%+45,777+18.3%Added
Ycg, LLC293,152$29.0M2.19%+1,366+0.5%Added