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 |
|---|---|---|---|---|---|
| Sweet Financial Partners, LLC | 3,932 | $302.5K | 0.08% | +103+2.7% | Added |
| Wunderlich Capital Managemnt | 3,925 | $302.0K | 0.16% | −5−0.1% | Reduced |
| Nations Financial Group Inc, | 3,833 | $294.9K | 0.03% | −120−3.0% | Reduced |
| Nova R Wealth, Inc. | 3,826 | $294.4K | 0.20% | +5+0.1% | Added |
| Triangle Securities Wealth Management | 3,805 | $292.8K | 0.10% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,794 | $291.9K | 0.04% | +3,794 | New |
| Avestar Capital, LLC | 3,791 | $291.7K | 0.06% | +3,791 | New |
| Belpointe Asset Management LLC | 3,783 | $291.1K | 0.02% | +1,040+37.9% | Added |
| Burney Co | 3,767 | $289.8K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,732 | $287.0K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,724 | $286.5K | 0.06% | +290+8.4% | Added |
| Montis Financial, LLC | 3,676 | $282.8K | 0.22% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,662 | $281.7K | 0.01% | +3,662 | New |
| Montag A & Associates Inc | 3,609 | $277.7K | 0.02% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,605 | $277.0K | 0.15% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,595 | $276.6K | 0.07% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,558 | $273.8K | 0.01% | +3,558 | New |
| Valeo Financial Advisors, LLC | 3,535 | $272.0K | 0.01% | +248+7.5% | Added |
| Bridgefront Capital, LLC | 3,518 | $270.7K | 0.17% | −1,343−27.6% | Reduced |
| WBH Advisory Inc | 3,513 | $270.3K | 0.03% | +3,513 | New |
| Ancora Advisors, LLC | 3,509 | $270.0K | 0.01% | +48+1.4% | Added |
| 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 |
| Wimmer Associates 1, LLC | 3,218 | $266.9K | 0.17% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,416 | $262.8K | 0.16% | −450−11.6% | Reduced |
| Douglas Lane & Associates, LLC | 3,378 | $259.9K | 0.00% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 3,361 | $258.6K | 0.08% | +11+0.3% | Added |
| Stone Run Capital, LLC | 3,360 | $258.5K | 0.12% | −100−2.9% | Reduced |
| Merriman Wealth Management, LLC | 3,327 | $256.4K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,325 | $255.8K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,304 | $254.2K | 0.00% | +10.0% | Added |
| Blue Barn Wealth, LLC | 3,205 | $246.6K | 0.15% | −549−14.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,182 | $244.8K | 0.09% | +259+8.9% | Added |
| Opal Wealth Advisors, LLC | 3,182 | $244.8K | 0.14% | −735−18.8% | Reduced |
| Leavell Investment Management, Inc. | 3,167 | $244.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,148 | $242.2K | 0.03% | +132+4.4% | Added |
| Insight Advisors, LLC | 3,141 | $241.7K | 0.06% | −1,188−27.4% | Reduced |
| FirstPurpose Wealth LLC | 3,135 | $241.2K | 0.12% | −108−3.3% | Reduced |
| Aldebaran Financial Inc. | 3,134 | $241.1K | 0.32% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,131 | $241.0K | 0.26% | −278−8.2% | Reduced |
| Baldwin Brothers Inc | 3,131 | $240.9K | 0.02% | +11+0.4% | Added |
| First Nebraska Trust Co | 3,128 | $240.7K | 0.03% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,918 | $236.3K | 0.08% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,000 | $230.8K | 0.17% | −600−16.7% | Reduced |
| State Board of Administration of Florida Retirement System | 2,997 | $230.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2,976 | $229.0K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 2,966 | $228.2K | 0.01% | +280+10.4% | Added |
| First Affirmative Financial Network | 2,930 | $225.4K | 0.26% | +2,930 | New |
| Financial Advisory Service, Inc. | 2,927 | $225.2K | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,915 | $224.3K | 0.01% | 00.0% | Unchanged |
| Berkeley, Inc | 2,886 | $222.0K | 0.16% | 00.0% | Unchanged |
| Westport Asset Management Inc | 2,884 | $221.9K | 0.13% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,884 | $221.9K | 0.20% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,884 | $221.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $221.6K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,804 | $221.2K | 0.01% | +722+34.7% | Added |
| Essex Savings Bank | 2,875 | $221.2K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,892 | $221.0K | 0.00% | +2,842+5,684.0% | Added |
| Tobam | 2,863 | $220.0K | 0.01% | +2,863 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,845 | $218.9K | 0.02% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 2,842 | $218.7K | 0.00% | +2,842 | New |
| Aspen Grove Capital, LLC | 2,832 | $218.3K | 0.10% | −3,233−53.3% | Reduced |
| Moreno Evelyn V | 2,825 | $217.4K | 0.05% | −321−10.2% | Reduced |
| Mattern Wealth Management LLC | 2,824 | $217.3K | 0.07% | +2,824 | New |
| Heritage Wealth Advisors | 2,800 | $215.4K | 0.01% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 2,770 | $213.1K | 0.15% | +2,770 | New |
| Chicago Partners Investment Group LLC | 2,600 | $211.4K | 0.01% | +5+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 2,730 | $210.0K | 0.00% | −33,247−92.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,704 | $208.0K | 0.02% | +294+12.2% | Added |
| Henshaw Capital LLC | 2,697 | $207.5K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 2,696 | $207.0K | 0.02% | −44−1.6% | Reduced |
| BBR Partners, LLC | 2,679 | $206.1K | 0.02% | −719−21.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,672 | $205.6K | 0.00% | −1,614−37.7% | Reduced |
| Marathon Capital Management | 2,668 | $205.3K | 0.05% | −200−7.0% | Reduced |
| Evercore Wealth Management, LLC | 2,656 | $204.4K | 0.00% | +2,656 | New |
| Buffington Mohr McNeal | 2,650 | $203.9K | 0.05% | +2,650 | New |
| Salomon & Ludwin, LLC | 2,642 | $203.3K | 0.02% | +2,642 | New |
| Aigen Investment Management, LP | 2,639 | $203.0K | 0.03% | +2,639 | New |
| Aureus Asset Management, LLC | 2,615 | $201.2K | 0.02% | −74−2.8% | Reduced |
| Country Trust Bank | 2,612 | $201.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,610 | $200.8K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,602 | $200.2K | 0.11% | +2,602 | New |
| LGT Fund Management Co Ltd. | 2,600 | $200.2K | 0.09% | +2,600 | New |
| Ronald Blue Trust, Inc. | 2,678 | $200.0K | 0.00% | −78−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,400 | $184.7K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,274 | $175.0K | 0.02% | +778+52.0% | Added |
| Harbor Investment Advisory, LLC | 2,214 | $170.3K | 0.03% | −4−0.2% | Reduced |
| New Millennium Group LLC | 2,167 | $166.7K | 0.17% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,140 | $164.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,137 | $164.4K | 0.00% | −3−0.1% | Reduced |
| First Eagle Investment Management, LLC | 2,112 | $162.6K | 0.00% | −231−9.9% | Reduced |
| Adirondack Trust Co | 2,110 | $162.3K | 0.08% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $162.2K | 0.14% | – | – |
| CVA Family Office, LLC | 2,062 | $158.7K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,025 | $155.8K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,994 | $153.4K | 0.02% | +104+5.5% | Added |
| First Financial Corp | 1,903 | $146.4K | 0.09% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,870 | $143.9K | 0.00% | −3,242−63.4% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,340 | $139.0K | 0.07% | −199−12.9% | Reduced |
| Kenfarb & Co. | 1,800 | $138.5K | 0.12% | 00.0% | Unchanged |