Canadian Pacific Kansas City Ltd
CP- Exchange
- NYSE
- Industry
- Railroads, Line-Haul Operating
- SEC CIK
- 0000016875
No open-market purchases or sales by Canadian Pacific Kansas City Ltd insiders were filed in the last 90 days; 984 institutions reported holding it in 13F filings for Q2 2026, worth $54.8B in total; 3 superinvestors hold it, including TCI Fund Management and Markel Group.
13F holders, Q4 2021
Institutional positions in Canadian Pacific Kansas City Ltd as of Dec 31, 2021. 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
- 917
- +363 vs. Q3 2021
- Shares held
- 666.8M
- +146.1M (+28.1%) vs. Q3 2021
- Total value
- $48.1B
- +$13.8B (+40.4%) vs. Q3 2021
- New holders
- 399
- 355 more added
- Sold out
- 36
- 90 more reduced
10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CP 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 | 984 | $54.8B |
| Q1 2026 | 957 | $47.6B |
| Q4 2025 | 966 | $45.3B |
| Q3 2025 | 951 | $45.9B |
| Q2 2025 | 993 | $51.5B |
| Q1 2025 | 975 | $46.0B |
| Q4 2024 | 998 | $47.5B |
| Q3 2024 | 981 | $57.1B |
| Q2 2024 | 969 | $52.7B |
| Q1 2024 | 966 | $59.4B |
| Q4 2023 | 949 | $53.4B |
| Q3 2023 | 903 | $51.2B |
| Q2 2023 | 883 | $53.9B |
| Q1 2023 | 840 | $50.9B |
| Q4 2022 | 911 | $51.2B |
| Q3 2022 | 825 | $46.5B |
| Q2 2022 | 844 | $48.3B |
| Q1 2022 | 858 | $55.8B |
| Q4 2021 | 917 | $48.1B |
| Q3 2021 | 564 | $34.3B |
| Q2 2021 | 557 | $36.6B |
| Q1 2021 | 564 | $36.9B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Canadian Pacific Kansas City Ltd; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barnett & Company, Inc. | 5,025 | $361.0K | 0.25% | −850−14.5% | Reduced |
| First Commonwealth Financial Corp | 5,000 | $360.0K | 0.12% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 5,042 | $359.0K | 0.08% | +5,042 | New |
| RSM US Wealth Management LLC | 4,973 | $358.0K | 0.02% | +4,973 | New |
| Symmetry Partners, LLC | 4,963 | $357.0K | 0.02% | +4,963 | New |
| Patron Partners Advisors, LLC | 4,955 | $356.0K | 0.23% | +1,377+38.5% | Added |
| Inscription Capital, LLC | 4,906 | $354.0K | 0.10% | +4,906 | New |
| Latitude Advisors, LLC | 4,906 | $353.0K | 0.10% | +4,906 | New |
| Lake Street Financial LLC | 4,871 | $351.0K | 0.06% | +4,871 | New |
| Schechter Investment Advisors, LLC | 4,849 | $348.0K | 0.03% | +4,849 | New |
| Ziegler Capital Management, LLC | 4,797 | $345.0K | 0.01% | +947+24.6% | Added |
| Triangle Securities Wealth Management | 4,780 | $344.0K | 0.11% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4,683 | $337.0K | 0.09% | +3,154+206.3% | Added |
| Gotham Asset Management, LLC | 4,673 | $336.0K | 0.01% | −14,427−75.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,671 | $336.0K | 0.02% | +955+25.7% | Added |
| Engineers Gate Manager LP | 4,636 | $334.0K | 0.02% | +4,636 | New |
| Bath Savings Trust Co | 4,595 | $331.0K | 0.03% | +4,595 | New |
| XML Financial, LLC | 4,582 | $330.0K | 0.04% | +4,582 | New |
| StrategIQ Financial Group, LLC | 4,546 | $327.0K | 0.03% | +4,546 | New |
| Stephens Inc | 4,498 | $324.0K | 0.00% | −18−0.4% | Reduced |
| Intellectus Partners, LLC | 4,477 | $323.0K | 0.08% | +4,477 | New |
| Aaron Wealth Advisors | 4,472 | $321.0K | 0.09% | +4,472 | New |
| Ancora Advisors, LLC | 4,407 | $317.0K | 0.01% | +4,157+1,662.8% | Added |
| IBM Retirement Fund | 4,349 | $313.0K | 0.04% | +4,349 | New |
| Inverness Counsel LLC | 4,323 | $311.0K | 0.01% | +4,323 | New |
| Garrison Point Advisors, LLC | 4,326 | $311.0K | 0.21% | +4,326 | New |
| Snowden Capital Advisors LLC | 4,319 | $310.0K | 0.02% | −40−0.9% | Reduced |
| Cubic Asset Management, LLC | 4,307 | $310.0K | 0.07% | +4,307 | New |
| Advisors Asset Management, Inc. | 4,307 | $309.8K | 0.00% | +2,546+144.6% | Added |
| Essex Financial Services, Inc. | 4,292 | $309.0K | 0.03% | +4,292 | New |
| Wedbush Securities Inc | 4,254 | $306.0K | 0.01% | +4,254 | New |
| Tower Research Capital LLC (TRC) | 4,215 | $303.0K | 0.01% | −15,330−78.4% | Reduced |
| Baldwin Investment Management, LLC | 4,211 | $303.0K | 0.08% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,157 | $299.0K | 0.15% | +96+2.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,151 | $299.0K | 0.01% | +4,151 | New |
| Orion Portfolio Solutions, LLC | 4,159 | $299.0K | 0.01% | +4,159 | New |
| Columbia Trust Co 01012016 | 4,500 | $293.0K | 0.15% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,077 | $293.0K | 0.04% | −22−0.5% | Reduced |
| Vontobel Holding Ltd. | 4,074 | $291.0K | 0.00% | +4,074 | New |
| Wilkinson Global Asset Management LLC | 4,035 | $290.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,037 | $290.0K | 0.03% | +4,037 | New |
| Wunderlich Capital Managemnt | 3,997 | $288.0K | 0.13% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 4,000 | $288.0K | 0.09% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,000 | $288.0K | 0.24% | +4,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,990 | $287.0K | 0.02% | +2,898+265.4% | Added |
| Avidian Wealth Solutions, LLC | 3,985 | $287.0K | 0.02% | +3,985 | New |
| Tacita Capital Inc | 3,950 | $284.0K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,953 | $284.0K | 0.01% | +1,368+52.9% | Added |
| Miracle Mile Advisors, LLC | 2,969 | $283.0K | 0.01% | +2,969 | New |
| Sound View Wealth Advisors Group, LLC | 3,936 | $283.0K | 0.05% | +3,936 | New |
| Ieq Capital, LLC | 3,898 | $280.0K | 0.01% | +3,898 | New |
| Paragon Capital Management LLC | 3,866 | $278.0K | 0.14% | +3,866 | New |
| Fiduciary Trust Co | 3,836 | $276.0K | 0.00% | +3,836 | New |
| Nova R Wealth, Inc. | 3,798 | $273.0K | 0.22% | +3,798 | New |
| Whittier Trust Co of Nevada Inc | 3,781 | $272.0K | 0.01% | +3,696+4,348.2% | Added |
| Forum Financial Management, LP | 3,752 | $270.0K | 0.01% | +3,752 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,706 | $267.0K | 0.05% | +3,706 | New |
| WBH Advisory Inc | 3,692 | $266.0K | 0.03% | +3,692 | New |
| Arete Wealth Advisors, LLC | 3,656 | $263.0K | 0.02% | +3,656 | New |
| Kolinsky Wealth Management, LLC | 3,628 | $261.0K | 0.24% | +3,628 | New |
| Inlet Private Wealth, LLC | 3,595 | $259.0K | 0.06% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,605 | $259.0K | 0.11% | +3,605 | New |
| Burney Co | 3,581 | $258.0K | 0.01% | +3,581 | New |
| Meridian Wealth Management, LLC | 3,547 | $255.0K | 0.03% | +3,547 | New |
| Abacus Wealth Partners, LLC | 3,503 | $252.0K | 0.09% | +3,503 | New |
| Connolly Sarah T. | 3,500 | $252.0K | 0.14% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,505 | $252.0K | 0.03% | +3,505 | New |
| Capital Market Strategies LLC | 3,500 | $252.0K | 0.21% | +3,500 | New |
| Marathon Capital Management | 3,493 | $251.0K | 0.06% | +3,493 | New |
| Stone Run Capital, LLC | 3,460 | $249.0K | 0.08% | +3,460 | New |
| Montis Financial, LLC | 3,462 | $249.0K | 0.18% | +3,462 | New |
| Henshaw Capital LLC | 3,450 | $248.2K | 0.01% | +3,450 | New |
| DGS Capital Management, LLC | 3,451 | $248.0K | 0.15% | +3,451 | New |
| IFG Advisory, LLC | 3,426 | $246.0K | 0.02% | +3,426 | New |
| BBR Partners, LLC | 3,404 | $245.0K | 0.03% | +3,404 | New |
| Evergreen Capital Management LLC | 3,371 | $243.0K | 0.01% | +3,371 | New |
| Wimmer Associates 1, LLC | 3,359 | $242.0K | 0.13% | +3,359 | New |
| Opal Wealth Advisors, LLC | 3,361 | $242.0K | 0.15% | +3,361 | New |
| Dynamic Technology Lab Private Ltd | 3,344 | $241.0K | 0.03% | −3,852−53.5% | Reduced |
| Douglas Lane & Associates, LLC | 3,336 | $240.0K | 0.00% | +3,336 | New |
| Valeo Financial Advisors, LLC | 3,341 | $240.0K | 0.01% | +3,341 | New |
| International Assets Investment Management, LLC | 3,304 | $238.0K | 0.04% | +3,304 | New |
| Sequoia Financial Advisors, LLC | 3,276 | $236.0K | 0.01% | +3,276 | New |
| Successful Portfolios LLC | 3,279 | $236.0K | 0.13% | +3,279 | New |
| Reilly Financial Advisors, LLC | 3,267 | $235.0K | 0.02% | +2,067+172.3% | Added |
| First Nebraska Trust Co | 3,255 | $234.2K | 0.03% | +3,255 | New |
| Resources Investment Advisors, LLC. | 3,246 | $234.0K | 0.01% | +3,246 | New |
| Allworth Financial LP | 3,226 | $232.0K | 0.00% | +2,180+208.4% | Added |
| Boenning & Scattergood, Inc. | 3,215 | $231.0K | 0.04% | +20+0.6% | Added |
| Wade G W & Inc | 3,188 | $229.0K | 0.01% | +3,188 | New |
| Leavell Investment Management, Inc. | 3,167 | $228.0K | 0.02% | +3,167 | New |
| NEXT Financial Group, Inc | 3,158 | $227.0K | 0.01% | −333−9.5% | Reduced |
| Sigma Planning Corp | 3,159 | $227.0K | 0.01% | +3,159 | New |
| Pathstone Family Office, LLC | 3,158 | $226.0K | 0.01% | +3,158 | New |
| Aldebaran Financial Inc. | 3,134 | $225.0K | 0.18% | +3,134 | New |
| STRS Ohio | 3,103 | $223.0K | 0.00% | −303,947−99.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,053 | $220.0K | 0.00% | +3,053 | New |
| Frontier Wealth Management LLC | 3,056 | $220.0K | 0.01% | +3,056 | New |
| Essex Savings Bank | 3,065 | $220.0K | 0.07% | +3,065 | New |
| Titleist Asset Management, Ltd. | 3,048 | $219.0K | 0.04% | +3,048 | New |