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, 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
- 849
- +28 vs. Q1 2026
- Shares held
- 404.2M
- +3.18M (+0.8%) vs. Q1 2026
- Total value
- $48.6B
- +$6.63B (+15.8%) vs. Q1 2026
- New holders
- 88
- 300 more added
- Sold out
- 60
- 264 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 849 | $48.6B |
| Q1 2026 | 831 | $42.0B |
| Q4 2025 | 809 | $40.8B |
| Q3 2025 | 758 | $38.9B |
| Q2 2025 | 821 | $44.8B |
| Q1 2025 | 824 | $41.8B |
| Q4 2024 | 857 | $43.1B |
| Q3 2024 | 852 | $50.0B |
| Q2 2024 | 855 | $51.9B |
| Q1 2024 | 857 | $59.1B |
| Q4 2023 | 825 | $57.2B |
| Q3 2023 | 773 | $49.4B |
| Q2 2023 | 792 | $55.1B |
| Q1 2023 | 792 | $54.5B |
| Q4 2022 | 784 | $54.8B |
| Q3 2022 | 739 | $50.2B |
| Q2 2022 | 758 | $47.2B |
| Q1 2022 | 779 | $54.6B |
| Q4 2021 | 782 | $51.5B |
| Q3 2021 | 714 | $48.5B |
| Q2 2021 | 710 | $43.5B |
| Q1 2021 | 725 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 38,753 | $4.62M | 0.01% | +3,009+8.4% | Added |
| Kidder Stephen W | 39,510 | $4.71M | 1.19% | −1,930−4.7% | Reduced |
| Gulf International Bank (UK) Ltd | 39,700 | $4.73M | 0.09% | −571−1.4% | Reduced |
| Hudson Bay Capital Management LP | 40,000 | $4.77M | 0.02% | +40,000 | New |
| Pittenger & Anderson Inc | 40,465 | $4.83M | 0.17% | +4,730+13.2% | Added |
| Thrivent Financial for Lutherans | 41,138 | $4.91M | 0.01% | +13,917+51.1% | Added |
| Capital World Investors | 41,433 | $4.94M | 0.00% | +10,833+35.4% | Added |
| K.J. Harrison & Partners Inc | 42,654 | $5.08M | 0.72% | +21,673+103.3% | Added |
| Letson Investment Management, Inc. | 43,265 | $5.16M | 1.89% | −52−0.1% | Reduced |
| FNY Investment Advisers, LLC | 43,300 | $5.16M | 1.89% | +43,300 | New |
| Allianz Asset Management GmbH | 45,226 | $5.39M | 0.00% | +10,692+31.0% | Added |
| Reynders McVeigh Capital Management, LLC | 45,658 | $5.44M | 0.24% | −242−0.5% | Reduced |
| Renaissance Technologies LLC | 46,100 | $5.50M | 0.01% | −414,400−90.0% | Reduced |
| Burkett Asset Management Ltd | 46,212 | $5.50M | 5.14% | −6,130−11.7% | Reduced |
| Old West Investment Management, LLC | 46,220 | $5.51M | 0.58% | +5,265+12.9% | Added |
| Motley Fool Asset Management LLC | 47,207 | $5.63M | 0.22% | −2,060−4.2% | Reduced |
| Azimuth Capital Investment Management LLC | 49,077 | $5.85M | 0.20% | −202−0.4% | Reduced |
| JLB & Associates Inc | 49,235 | $5.87M | 0.78% | −3,259−6.2% | Reduced |
| Alliancebernstein L.P. | 57,202 | $5.88M | 0.00% | +3,511+6.5% | Added |
| RiverFront Investment Group, LLC | 49,437 | $5.89M | 0.08% | +437+0.9% | Added |
| Puzo Michael J | 49,603 | $5.91M | 1.52% | −3,095−5.9% | Reduced |
| Azzad Asset Management Inc | 49,777 | $5.94M | 0.53% | +1,290+2.7% | Added |
| Costello Asset Management, INC | 50,365 | $6.01M | 1.80% | +11,125+28.4% | Added |
| Stamos Capital Partners, L.P. | 51,425 | $6.13M | 0.94% | −9,800−16.0% | Reduced |
| Callahan Advisors, LLC | 52,841 | $6.30M | 0.48% | −3,050−5.5% | Reduced |
| White Pine Investment CO | 53,065 | $6.33M | 1.35% | +170+0.3% | Added |
| Jupiter Topco LLC | 53,005 | $6.33M | 0.00% | +53,005 | New |
| Founders Capital Management, LLC | 53,315 | $6.36M | 0.95% | 00.0% | Unchanged |
| Markel Group Inc.SuperinvestorMarkel Group | 53,500 | $6.38M | 0.05% | 00.0% | Unchanged |
| Gradient Investments LLC | 53,574 | $6.39M | 0.09% | +2,086+4.1% | Added |
| Utah Retirement Systems | 54,211 | $6.47M | 0.06% | −5,438−9.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 54,928 | $6.55M | 1.47% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 56,629 | $6.75M | 1.83% | +565+1.0% | Added |
| Ausbil Investment Management Ltd | 56,806 | $6.77M | 3.06% | +9,737+20.7% | Added |
| Delaney Dennis R | 59,062 | $7.04M | 2.24% | −3,295−5.3% | Reduced |
| Ruffer LLP | 60,250 | $7.18M | 0.25% | −2,860−4.5% | Reduced |
| Maryland State Retirement & Pension System | 61,063 | $7.28M | 0.12% | −288−0.5% | Reduced |
| Cetera Investment Advisers | 61,712 | $7.36M | 0.01% | +2,169+3.6% | Added |
| Somerville Kurt F | 63,272 | $7.54M | 1.80% | −6,290−9.0% | Reduced |
| Patten & Patten Inc | 64,669 | $7.71M | 0.41% | −275−0.4% | Reduced |
| PCJ Investment Counsel Ltd. | 64,960 | $7.74M | 2.23% | +2,700+4.3% | Added |
| KWMG, LLC | 66,610 | $7.94M | 0.57% | +1,249+1.9% | Added |
| Logan Capital Management Inc | 67,405 | $8.04M | 0.30% | +67,405 | New |
| Police & Firemen's Retirement System of New Jersey | 69,589 | $8.30M | 0.06% | +1,439+2.1% | Added |
| US Bancorp | 70,662 | $8.43M | 0.01% | +9,748+16.0% | Added |
| The PNC Financial Services Group, Inc. | 70,861 | $8.45M | 0.00% | +199+0.3% | Added |
| Northstar Asset Management Inc | 71,406 | $8.51M | 2.50% | −9,066−11.3% | Reduced |
| Jennison Associates LLC | 72,524 | $8.65M | 0.01% | 00.0% | Unchanged |
| Dillon & Associates Inc | 73,054 | $8.69M | 1.06% | +408+0.6% | Added |
| Kornitzer Capital Management Inc | 73,998 | $8.82M | 0.18% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 74,252 | $8.85M | 2.00% | −251−0.3% | Reduced |
| Creative Planning | 77,156 | $9.20M | 0.01% | +6,758+9.6% | Added |
| Investment Management Corp of Ontario | 77,226 | $9.21M | 0.12% | −500−0.6% | Reduced |
| State Street Corp | 77,572 | $9.25M | 0.00% | +5,400+7.5% | Added |
| Scharf Investments, LLC | 77,884 | $9.29M | 0.31% | −36,833−32.1% | Reduced |
| Turas Capital Management LP | 78,063 | $9.31M | 4.28% | +78,063 | New |
| Great Lakes Advisors, LLC | 78,063 | $9.31M | 0.07% | −2,080−2.6% | Reduced |
| Generali Asset Management SPA SGR | 55,953 | $9.47M | 0.17% | +9,483+20.4% | Added |
| SummitTX Capital, L.P. | 82,658 | $9.86M | 0.26% | +82,658 | New |
| Bradley Foster & Sargent Inc | 82,840 | $9.88M | 0.14% | −1,939−2.3% | Reduced |
| Broderick Brian C | 83,489 | $9.96M | 1.54% | +1,790+2.2% | Added |
| Wells Fargo & Company | 84,006 | $10.0M | 0.00% | −418−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,388 | $10.1M | 0.01% | +16,370+24.1% | Added |
| Toroso Investments, LLC | 85,258 | $10.2M | 0.02% | +18,080+26.9% | Added |
| SEB Asset Management AB | 86,249 | $10.3M | 0.04% | +3,286+4.0% | Added |
| Weybosset Research & Management LLC | 87,922 | $10.5M | 2.75% | +1,455+1.7% | Added |
| Polar Asset Management Partners Inc. | 88,072 | $10.5M | 0.19% | −117,328−57.1% | Reduced |
| BNP Paribas Arbitrage, SA | 89,636 | $10.7M | 0.01% | −48,580−35.1% | Reduced |
| Ravenstone Capital Management Inc. | 90,119 | $10.7M | 4.39% | +1,877+2.1% | Added |
| Waratah Capital Advisors Ltd. | 90,425 | $10.8M | 0.83% | −178,842−66.4% | Reduced |
| Silvercrest Asset Management Group LLC | 91,469 | $10.9M | 0.07% | −8,200−8.2% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 91,989 | $11.0M | 0.16% | +14,693+19.0% | Added |
| Mariner, LLC | 96,336 | $11.5M | 0.01% | +11,432+13.5% | Added |
| O'Shaughnessy Asset Management, LLC | 96,458 | $11.5M | 0.05% | +21,418+28.5% | Added |
| Rockefeller Capital Management L.P. | 100,327 | $12.0M | 0.02% | −2,179−2.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 101,890 | $12.1M | 0.01% | −6,679−6.2% | Reduced |
| Choate Investment Advisors | 102,964 | $12.3M | 0.22% | −24,090−19.0% | Reduced |
| Royal London Asset Management Ltd | 104,920 | $12.5M | 0.02% | −4,943−4.5% | Reduced |
| Templeton & Phillips Capital Management, LLC | 105,443 | $12.6M | 9.17% | +62,513+145.6% | Added |
| Quantinno Capital Management LP | 106,608 | $12.7M | 0.02% | +16,706+18.6% | Added |
| Triasima Portfolio Management inc. | 107,420 | $12.8M | 1.73% | +47,470+79.2% | Added |
| Citigroup Inc | 108,189 | $12.9M | 0.01% | −6,239−5.5% | Reduced |
| USS Investment Management Ltd | 108,575 | $13.0M | 0.05% | +8,937+9.0% | Added |
| Union Bancaire Privee, UBP SA | 63,021 | $13.3M | 0.21% | +4,238+7.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 114,124 | $13.6M | 0.06% | −7,397−6.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 115,446 | $13.8M | 0.11% | +17,223+17.5% | Added |
| APG Asset Management N.V. | 132,482 | $13.8M | 0.03% | −19,569−12.9% | Reduced |
| LPL Financial LLC | 116,598 | $13.9M | 0.00% | +8,680+8.0% | Added |
| Pinnacle Associates Ltd | 116,678 | $13.9M | 0.15% | −226−0.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 118,480 | $14.1M | 2.90% | +4,500+3.9% | Added |
| Acadian Asset Management LLC | 120,500 | $14.4M | 0.02% | +101,635+538.7% | Added |
| Crossmark Global Holdings, Inc. | 122,198 | $14.6M | 0.19% | −5,524−4.3% | Reduced |
| Hemenway Trust Co LLC | 124,116 | $14.8M | 1.03% | −601−0.5% | Reduced |
| Cambiar Investors LLC | 131,631 | $15.7M | 0.68% | +127,646+3,203.2% | Added |
| Swiss Life Asset Management Ltd | 133,111 | $15.8M | 0.07% | +5,778+4.5% | Added |
| Papp L Roy & Associates | 133,614 | $15.9M | 1.67% | +2,115+1.6% | Added |
| Varma Mutual Pension Insurance Co | 133,846 | $16.0M | 0.08% | −6,600−4.7% | Reduced |
| Cardinal Point Capital Management, ULC | 134,987 | $16.1M | 0.91% | −127−0.1% | Reduced |
| Banque Transatlantique SA | 153,915 | $16.4M | 0.35% | +13,216+9.4% | Added |
| Hillsdale Investment Management Inc. | 141,546 | $16.9M | 0.38% | +44,993+46.6% | Added |