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, Q1 2023
Institutional positions in Canadian Pacific Kansas City Ltd as of Mar 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
- 840
- −54 vs. Q4 2022
- Shares held
- 653.0M
- −31.8M (−4.6%) vs. Q4 2022
- Total value
- $50.9B
- −$263.5M (−0.5%) vs. Q4 2022
- New holders
- 79
- 277 more added
- Sold out
- 133
- 300 more reduced
17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Canadian Pacific Kansas City Ltd; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 3,134 | $241.1K | 0.32% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,135 | $241.2K | 0.12% | −108−3.3% | Reduced |
| Insight Advisors, LLC | 3,141 | $241.7K | 0.06% | −1,188−27.4% | Reduced |
| Arkadios Wealth Advisors | 3,148 | $242.2K | 0.03% | +132+4.4% | Added |
| Leavell Investment Management, Inc. | 3,167 | $244.0K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,182 | $244.8K | 0.14% | −735−18.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,182 | $244.8K | 0.09% | +259+8.9% | Added |
| Blue Barn Wealth, LLC | 3,205 | $246.6K | 0.15% | −549−14.6% | Reduced |
| Boston Private Wealth LLC | 3,304 | $254.2K | 0.00% | +10.0% | Added |
| Trust Co of Vermont | 3,325 | $255.8K | 0.02% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,327 | $256.4K | 0.01% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 3,360 | $258.5K | 0.12% | −100−2.9% | Reduced |
| LMG Wealth Partners, LLC | 3,361 | $258.6K | 0.08% | +11+0.3% | Added |
| Douglas Lane & Associates, LLC | 3,378 | $259.9K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,416 | $262.8K | 0.16% | −450−11.6% | Reduced |
| Wimmer Associates 1, LLC | 3,218 | $266.9K | 0.17% | 00.0% | Unchanged |
| Credit Agricole S A | 3,500 | $269.3K | 0.01% | 00.0% | Unchanged |
| Connolly Sarah T. | 3,500 | $269.3K | 0.17% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,509 | $270.0K | 0.01% | +48+1.4% | Added |
| WBH Advisory Inc | 3,513 | $270.3K | 0.03% | +3,513 | New |
| Bridgefront Capital, LLC | 3,518 | $270.7K | 0.17% | −1,343−27.6% | Reduced |
| Valeo Financial Advisors, LLC | 3,535 | $272.0K | 0.01% | +248+7.5% | Added |
| Parallax Volatility Advisers, L.P. | 3,558 | $273.8K | 0.01% | +3,558 | New |
| Inlet Private Wealth, LLC | 3,595 | $276.6K | 0.07% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,605 | $277.0K | 0.15% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,609 | $277.7K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,662 | $281.7K | 0.01% | +3,662 | New |
| Montis Financial, LLC | 3,676 | $282.8K | 0.22% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,724 | $286.5K | 0.06% | +290+8.4% | Added |
| Qtron Investments LLC | 3,732 | $287.0K | 0.06% | 00.0% | Unchanged |
| Burney Co | 3,767 | $289.8K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,783 | $291.1K | 0.02% | +1,040+37.9% | Added |
| Avestar Capital, LLC | 3,791 | $291.7K | 0.06% | +3,791 | New |
| PDS Planning, Inc | 3,794 | $291.9K | 0.04% | +3,794 | New |
| Triangle Securities Wealth Management | 3,805 | $292.8K | 0.10% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 3,826 | $294.4K | 0.20% | +5+0.1% | Added |
| Nations Financial Group Inc, | 3,833 | $294.9K | 0.03% | −120−3.0% | Reduced |
| Wunderlich Capital Managemnt | 3,925 | $302.0K | 0.16% | −5−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 3,932 | $302.5K | 0.04% | −12,218−75.7% | Reduced |
| Sweet Financial Partners, LLC | 3,932 | $302.5K | 0.08% | +103+2.7% | Added |
| Stephens Inc | 3,941 | $303.2K | 0.01% | +629+19.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,953 | $304.1K | 0.00% | −125−3.1% | Reduced |
| Poehling Capital Management, LLC | 4,000 | $307.8K | 0.10% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 4,035 | $310.5K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,095 | $315.2K | 0.00% | −200−4.7% | Reduced |
| LCNB Corp | 4,116 | $316.7K | 0.14% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,186 | $322.1K | 0.17% | +4,186 | New |
| Cubic Asset Management, LLC | 4,200 | $323.1K | 0.09% | −107−2.5% | Reduced |
| Baldwin Investment Management, LLC | 4,203 | $323.4K | 0.06% | +7+0.2% | Added |
| Harvest Portfolios Group Inc. | 4,200 | $323.4K | 0.02% | +4,200 | New |
| SFMG, LLC | 4,220 | $324.7K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 4,248 | $326.8K | 0.01% | +722+20.5% | Added |
| Geneos Wealth Management Inc. | 4,261 | $327.8K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,259 | $328.9K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,302 | $331.0K | 0.02% | +279+6.9% | Added |
| Meridian Wealth Management, LLC | 4,357 | $335.2K | 0.03% | −192−4.2% | Reduced |
| Verity Asset Management, Inc. | 4,369 | $336.1K | 0.20% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,401 | $338.6K | 0.10% | −4,870−52.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,413 | $339.5K | 0.05% | +101+2.3% | Added |
| Swiss Life Asset Management Ltd | 4,489 | $345.4K | 0.01% | −19,970−81.6% | Reduced |
| Barnett & Company, Inc. | 4,525 | $348.2K | 0.26% | 00.0% | Unchanged |
| Davidson Trust Co | 4,551 | $350.2K | 0.27% | +4,551 | New |
| Buckingham Strategic Wealth, LLC | 4,717 | $351.8K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 4,584 | $352.7K | 0.04% | +10.0% | Added |
| Bath Savings Trust Co | 4,595 | $353.5K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,603 | $354.2K | 0.01% | −39−0.8% | Reduced |
| Jump Financial, LLC | 4,607 | $354.5K | 0.01% | −87,080−95.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,613 | $354.9K | 0.04% | −45−1.0% | Reduced |
| Sigma Planning Corp | 4,772 | $367.2K | 0.01% | +312+7.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,812 | $370.0K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,861 | $374.0K | 0.10% | −45−0.9% | Reduced |
| Patron Partners Advisors, LLC | 4,905 | $377.4K | 0.28% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,961 | $381.7K | 0.00% | +4,961 | New |
| Northeast Financial Consultants Inc | 5,000 | $384.7K | 0.02% | −2,425−32.7% | Reduced |
| Schnieders Capital Management LLC | 5,033 | $387.2K | 0.09% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 5,036 | $387.5K | 0.10% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5,049 | $388.5K | 0.11% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,080 | $391.0K | 0.02% | +325+6.8% | Added |
| Mirova | 5,213 | $401.1K | 0.06% | +3,292+171.4% | Added |
| Walker Asset Management, LLC | 5,214 | $401.2K | 0.35% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,297 | $407.6K | 0.02% | +1,400+35.9% | Added |
| Modera Wealth Management, LLC | 5,342 | $411.0K | 0.02% | −250−4.5% | Reduced |
| Kula Investments, LLC | 5,344 | $411.2K | 0.10% | −7,905−59.7% | Reduced |
| Bleakley Financial Group, LLC | 5,382 | $414.1K | 0.01% | −161−2.9% | Reduced |
| Sawtooth Solutions, LLC | 5,382 | $414.1K | 0.01% | +5,382 | New |
| Stonnington Group, LLC | 5,326 | $414.8K | 0.11% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,495 | $422.8K | 0.02% | +2,239+68.8% | Added |
| Wedbush Securities Inc | 5,491 | $423.0K | 0.02% | +128+2.4% | Added |
| Vident Investment Advisory, LLC | 5,513 | $424.0K | 0.01% | +291+5.6% | Added |
| Wahed Invest LLC | 5,540 | $426.0K | 0.18% | +690+14.2% | Added |
| Davenport & Co LLC | 5,561 | $426.9K | 0.00% | +5,561 | New |
| Thomas White International Ltd | 5,563 | $428.0K | 0.09% | +1,978+55.2% | Added |
| One + One Wealth Management, LLC | 5,643 | $434.2K | 0.31% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 5,684 | $437.3K | 0.05% | +5,684 | New |
| Hyman Charles D | 5,750 | $442.0K | 0.03% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 5,767 | $443.7K | 0.31% | −34−0.6% | Reduced |
| Fort Washington Investment Advisors Inc | 5,775 | $444.3K | 0.00% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 5,687 | $448.4K | 0.26% | 00.0% | Unchanged |
| Bristol Gate Capital Partners Inc. | 5,850 | $449.9K | 0.02% | −6,091−51.0% | Reduced |
| Ritholtz Wealth Management | 5,852 | $450.3K | 0.02% | +670+12.9% | Added |