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 |
|---|---|---|---|---|---|
| Forza Wealth Management, LLC | 7,500 | $577.0K | 0.30% | +7,500 | New |
| Avantax Advisory Services, Inc. | 7,461 | $574.1K | 0.01% | −1,628−17.9% | Reduced |
| American Trust | 7,453 | $573.4K | 0.04% | −735−9.0% | Reduced |
| Hilltop Holdings Inc. | 7,384 | $568.1K | 0.08% | −582−7.3% | Reduced |
| Columbia Trust Co 01012016 | 7,384 | $568.1K | 0.33% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,347 | $567.0K | 0.12% | −33−0.4% | Reduced |
| Ballentine Partners, LLC | 7,235 | $556.7K | 0.01% | −61−0.8% | Reduced |
| Susquehanna International Group, LLP | 7,201 | $554.0K | 0.00% | −155,468−95.6% | Reduced |
| Park National Corp | 7,196 | $553.7K | 0.02% | −615−7.9% | Reduced |
| HBK Sorce Advisory LLC | 7,184 | $552.7K | 0.03% | −6,668−48.1% | Reduced |
| Pacer Advisors, Inc. | 7,184 | $552.7K | 0.00% | +231+3.3% | Added |
| Quadrant Capital Group LLC | 7,178 | $552.3K | 0.06% | +46+0.6% | Added |
| RFG Advisory, LLC | 7,121 | $547.9K | 0.03% | +288+4.2% | Added |
| Clarius Group, LLC | 7,099 | $546.2K | 0.05% | −65−0.9% | Reduced |
| Principal Street Partners, LLC | 7,091 | $545.7K | 0.14% | −578−7.5% | Reduced |
| Perpetual Ltd | 7,082 | $545.0K | 0.00% | +7,082 | New |
| Jackson Wealth Management, LLC | 7,082 | $544.9K | 0.41% | +2,257+46.8% | Added |
| Engineers Gate Manager LP | 7,044 | $542.0K | 0.02% | +7,044 | New |
| Schechter Investment Advisors, LLC | 7,036 | $541.4K | 0.05% | +281+4.2% | Added |
| Fox Run Management, L.L.C. | 6,906 | $531.3K | 0.17% | +3,170+84.9% | Added |
| Quantinno Capital Management LP | 6,901 | $531.0K | 0.04% | +3,248+88.9% | Added |
| Phraction Management LLC | 6,865 | $528.2K | 0.30% | +6,865 | New |
| Kestra Advisory Services, LLC | 6,765 | $520.5K | 0.01% | −26,646−79.8% | Reduced |
| Wealthcare Advisory Partners LLC | 6,719 | $517.0K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 6,563 | $505.0K | 0.10% | −490−6.9% | Reduced |
| Continental Investors Services, Inc. | 6,343 | $488.0K | 1.38% | 00.0% | Unchanged |
| MQS Management LLC | 6,323 | $486.5K | 0.31% | −8,727−58.0% | Reduced |
| Essex Financial Services, Inc. | 6,246 | $480.6K | 0.05% | +2,028+48.1% | Added |
| Sabal Trust CO | 6,200 | $477.0K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,160 | $473.9K | 0.00% | −255−4.0% | Reduced |
| MAI Capital Management | 6,129 | $471.6K | 0.01% | +261+4.4% | Added |
| Legacy Bridge, LLC | 6,122 | $471.0K | 0.33% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,119 | $470.8K | 0.11% | −37−0.6% | Reduced |
| Trexquant Investment LP | 6,074 | $467.3K | 0.01% | −4,843−44.4% | Reduced |
| Evergreen Capital Management LLC | 6,010 | $463.1K | 0.02% | +496+9.0% | Added |
| Wexford Capital LP | 6,000 | $461.6K | 0.10% | +1,993+49.7% | Added |
| Bokf, NA | 5,998 | $461.5K | 0.01% | −2,018−25.2% | Reduced |
| Cullen Capital Management LLC | 5,917 | $455.3K | 0.00% | −331−5.3% | Reduced |
| Summit Asset Management, LLC | 5,906 | $454.4K | 0.13% | +200+3.5% | Added |
| Ritholtz Wealth Management | 5,852 | $450.3K | 0.02% | +670+12.9% | Added |
| Bristol Gate Capital Partners Inc. | 5,850 | $449.9K | 0.02% | −6,091−51.0% | Reduced |
| First City Capital Management, Inc. | 5,687 | $448.4K | 0.26% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,775 | $444.3K | 0.00% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 5,767 | $443.7K | 0.31% | −34−0.6% | Reduced |
| Hyman Charles D | 5,750 | $442.0K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 5,684 | $437.3K | 0.05% | +5,684 | New |
| One + One Wealth Management, LLC | 5,643 | $434.2K | 0.31% | 00.0% | Unchanged |
| Thomas White International Ltd | 5,563 | $428.0K | 0.09% | +1,978+55.2% | Added |
| Davenport & Co LLC | 5,561 | $426.9K | 0.00% | +5,561 | New |
| Wahed Invest LLC | 5,540 | $426.0K | 0.18% | +690+14.2% | Added |
| Vident Investment Advisory, LLC | 5,513 | $424.0K | 0.01% | +291+5.6% | Added |
| Wedbush Securities Inc | 5,491 | $423.0K | 0.02% | +128+2.4% | Added |
| Kestra Private Wealth Services, LLC | 5,495 | $422.8K | 0.02% | +2,239+68.8% | Added |
| Stonnington Group, LLC | 5,326 | $414.8K | 0.11% | 00.0% | Unchanged |
| 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 |
| Kula Investments, LLC | 5,344 | $411.2K | 0.10% | −7,905−59.7% | Reduced |
| Modera Wealth Management, LLC | 5,342 | $411.0K | 0.02% | −250−4.5% | Reduced |
| Prospera Financial Services Inc | 5,297 | $407.6K | 0.02% | +1,400+35.9% | Added |
| Walker Asset Management, LLC | 5,214 | $401.2K | 0.35% | 00.0% | Unchanged |
| Mirova | 5,213 | $401.1K | 0.06% | +3,292+171.4% | Added |
| Banque Cantonale Vaudoise | 5,080 | $391.0K | 0.02% | +325+6.8% | Added |
| Citizens National Bank Trust Department | 5,049 | $388.5K | 0.11% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 5,036 | $387.5K | 0.10% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,033 | $387.2K | 0.09% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,000 | $384.7K | 0.02% | −2,425−32.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,961 | $381.7K | 0.00% | +4,961 | New |
| Patron Partners Advisors, LLC | 4,905 | $377.4K | 0.28% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,861 | $374.0K | 0.10% | −45−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,812 | $370.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,772 | $367.2K | 0.01% | +312+7.0% | Added |
| Cyndeo Wealth Partners, LLC | 4,613 | $354.9K | 0.04% | −45−1.0% | Reduced |
| Jump Financial, LLC | 4,607 | $354.5K | 0.01% | −87,080−95.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,603 | $354.2K | 0.01% | −39−0.8% | Reduced |
| Bath Savings Trust Co | 4,595 | $353.5K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 4,584 | $352.7K | 0.04% | +10.0% | Added |
| Buckingham Strategic Wealth, LLC | 4,717 | $351.8K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 4,551 | $350.2K | 0.27% | +4,551 | New |
| Barnett & Company, Inc. | 4,525 | $348.2K | 0.26% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,489 | $345.4K | 0.01% | −19,970−81.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,413 | $339.5K | 0.05% | +101+2.3% | Added |
| Delta Investment Management, LLC | 4,401 | $338.6K | 0.10% | −4,870−52.5% | Reduced |
| Verity Asset Management, Inc. | 4,369 | $336.1K | 0.20% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,357 | $335.2K | 0.03% | −192−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,302 | $331.0K | 0.02% | +279+6.9% | Added |
| Intellectus Partners, LLC | 4,259 | $328.9K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,261 | $327.8K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 4,248 | $326.8K | 0.01% | +722+20.5% | Added |
| SFMG, LLC | 4,220 | $324.7K | 0.03% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 4,200 | $323.4K | 0.02% | +4,200 | New |
| Baldwin Investment Management, LLC | 4,203 | $323.4K | 0.06% | +7+0.2% | Added |
| Cubic Asset Management, LLC | 4,200 | $323.1K | 0.09% | −107−2.5% | Reduced |
| Golden State Equity Partners | 4,186 | $322.1K | 0.17% | +4,186 | New |
| LCNB Corp | 4,116 | $316.7K | 0.14% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,095 | $315.2K | 0.00% | −200−4.7% | Reduced |
| Wilkinson Global Asset Management LLC | 4,035 | $310.5K | 0.02% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 4,000 | $307.8K | 0.10% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,953 | $304.1K | 0.00% | −125−3.1% | Reduced |
| Stephens Inc | 3,941 | $303.2K | 0.01% | +629+19.0% | Added |
| Capital Investment Advisory Services, LLC | 3,932 | $302.5K | 0.04% | −12,218−75.7% | Reduced |