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, Q2 2023
Institutional positions in Canadian Pacific Kansas City Ltd as of Jun 30, 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
- 883
- +51 vs. Q1 2023
- Shares held
- 666.0M
- +13.2M (+2.0%) vs. Q1 2023
- Total value
- $53.9B
- +$3.05B (+6.0%) vs. Q1 2023
- New holders
- 153
- 267 more added
- Sold out
- 102
- 270 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Canadian Pacific Kansas City Ltd; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 2,920 | $236.3K | 0.03% | +2,920 | New |
| Axxcess Wealth Management, LLC | 2,926 | $236.3K | 0.02% | −5,446−65.1% | Reduced |
| Ancora Advisors, LLC | 2,933 | $236.9K | 0.01% | −576−16.4% | Reduced |
| Global Retirement Partners, LLC | 2,946 | $238.0K | 0.01% | +142+5.1% | Added |
| American National Bank | 2,976 | $240.4K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,997 | $242.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,998 | $242.2K | 0.00% | +2,692+879.7% | Added |
| Garrison Point Advisors, LLC | 3,000 | $242.3K | 0.17% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,037 | $245.3K | 0.03% | +3,037 | New |
| Kolinsky Wealth Management, LLC | 3,136 | $248.8K | 0.24% | +5+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,092 | $249.7K | 0.00% | −1,869−37.7% | Reduced |
| Ethic Inc. | 3,094 | $249.9K | 0.01% | +3,094 | New |
| Abacus Wealth Partners, LLC | 3,096 | $250.1K | 0.08% | +178+6.1% | Added |
| Boston Private Wealth LLC | 3,111 | $251.3K | 0.00% | −193−5.8% | Reduced |
| First Nebraska Trust Co | 3,128 | $252.6K | 0.03% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 3,134 | $253.1K | 0.36% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,154 | $254.7K | 0.17% | −51−1.6% | Reduced |
| Baldwin Brothers Inc | 3,155 | $255.0K | 0.02% | +24+0.8% | Added |
| Angeles Wealth Management, LLC | 3,162 | $255.4K | 0.03% | +3,162 | New |
| Successful Portfolios LLC | 3,163 | $255.5K | 0.22% | +3,163 | New |
| Oak Harbor Wealth Partners, LLC | 3,182 | $257.0K | 0.09% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,196 | $258.9K | 0.02% | +3,196 | New |
| Douglas Lane & Associates, LLC | 3,209 | $259.2K | 0.00% | −169−5.0% | Reduced |
| Wimmer Associates 1, LLC | 3,218 | $259.9K | 0.16% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,245 | $262.1K | 0.11% | +110+3.5% | Added |
| Nations Financial Group Inc, | 3,257 | $263.1K | 0.03% | −576−15.0% | Reduced |
| TD Private Client Wealth LLC | 3,257 | $263.4K | 0.01% | +3,257 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,265 | $263.8K | 0.00% | −830−20.3% | Reduced |
| Opal Wealth Advisors, LLC | 3,268 | $264.0K | 0.13% | +86+2.7% | Added |
| Merriman Wealth Management, LLC | 3,327 | $269.2K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 3,347 | $270.7K | 0.01% | +381+12.8% | Added |
| LMG Wealth Partners, LLC | 3,361 | $271.5K | 0.08% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,415 | $275.8K | 0.01% | −120−3.4% | Reduced |
| Paragon Capital Management LLC | 3,416 | $275.9K | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,437 | $277.6K | 0.03% | +289+9.2% | Added |
| Connolly Sarah T. | 3,500 | $282.7K | 0.17% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,500 | $282.7K | 0.26% | +3,500 | New |
| WBH Advisory Inc | 3,513 | $283.7K | 0.03% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,595 | $290.4K | 0.07% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,605 | $291.0K | 0.15% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,602 | $291.4K | 0.26% | +3,602 | New |
| Montag A & Associates Inc | 3,609 | $292.0K | 0.02% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,670 | $296.5K | 0.13% | +3,670 | New |
| Montis Financial, LLC | 3,676 | $296.9K | 0.20% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,676 | $296.9K | 0.01% | +1,020+38.4% | Added |
| Mirova | 3,710 | $299.7K | 0.05% | −1,503−28.8% | Reduced |
| Qtron Investments LLC | 3,732 | $301.8K | 0.06% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,742 | $302.2K | 0.03% | +1,100+41.6% | Added |
| Forum Financial Management, LP | 3,757 | $303.5K | 0.01% | +3,757 | New |
| Burney Co | 3,767 | $304.3K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,805 | $307.3K | 0.11% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 3,826 | $309.0K | 0.21% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,845 | $310.5K | 0.31% | +915+31.2% | Added |
| Moneta Group Investment Advisors LLC | 2,931 | $313.6K | 0.01% | −731−20.0% | Reduced |
| Avestar Capital, LLC | 3,893 | $314.7K | 0.05% | +102+2.7% | Added |
| Wunderlich Capital Managemnt | 3,900 | $315.0K | 0.15% | −25−0.6% | Reduced |
| SFMG, LLC | 3,984 | $321.8K | 0.03% | −236−5.6% | Reduced |
| Legacy Financial Advisors, Inc. | 3,989 | $322.2K | 0.06% | +265+7.1% | Added |
| Sweet Financial Partners, LLC | 3,992 | $322.4K | 0.08% | +60+1.5% | Added |
| Poehling Capital Management, LLC | 4,000 | $323.1K | 0.11% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 4,000 | $323.1K | 0.04% | +4,000 | New |
| KCM Investment Advisors LLC | 4,013 | $324.1K | 0.01% | +4,013 | New |
| Wilkinson Global Asset Management LLC | 4,035 | $325.9K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,078 | $329.4K | 0.04% | +284+7.5% | Added |
| LCNB Corp | 4,096 | $330.8K | 0.14% | −20−0.5% | Reduced |
| Harvest Portfolios Group Inc. | 4,100 | $331.2K | 0.02% | −100−2.4% | Reduced |
| Cubic Asset Management, LLC | 4,200 | $339.2K | 0.09% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,203 | $339.5K | 0.06% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,230 | $342.1K | 0.02% | +4,230 | New |
| Intellectus Partners, LLC | 4,259 | $344.0K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,293 | $347.4K | 0.01% | +4,293 | New |
| Delta Investment Management, LLC | 4,332 | $349.9K | 0.10% | −69−1.6% | Reduced |
| Meridian Wealth Management, LLC | 4,357 | $351.9K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,440 | $358.6K | 0.05% | +27+0.6% | Added |
| Cyndeo Wealth Partners, LLC | 4,468 | $360.9K | 0.04% | −145−3.1% | Reduced |
| Petrus Trust Company, LTA | 4,470 | $361.0K | 0.04% | +4,470 | New |
| Barnett & Company, Inc. | 4,525 | $365.5K | 0.27% | 00.0% | Unchanged |
| Davidson Trust Co | 4,551 | $367.6K | 0.27% | 00.0% | Unchanged |
| XML Financial, LLC | 4,584 | $370.2K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 4,592 | $370.9K | 0.04% | −1,092−19.2% | Reduced |
| Bath Savings Trust Co | 4,595 | $371.1K | 0.04% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 4,680 | $378.0K | 0.04% | +4,680 | New |
| Golden State Equity Partners | 4,741 | $382.9K | 0.11% | +555+13.3% | Added |
| Quantitative Investment Management, LLC | 4,746 | $383.0K | 0.04% | +4,746 | New |
| Whittier Trust Co of Nevada Inc | 4,771 | $385.4K | 0.01% | +168+3.6% | Added |
| Sawtooth Solutions, LLC | 4,828 | $390.0K | 0.01% | −554−10.3% | Reduced |
| Bleakley Financial Group, LLC | 4,828 | $390.0K | 0.01% | −554−10.3% | Reduced |
| Patron Partners Advisors, LLC | 4,847 | $391.5K | 0.28% | −58−1.2% | Reduced |
| Viawealth, LLC | 4,885 | $394.6K | 0.29% | +4,885 | New |
| Essex Financial Services, Inc. | 4,949 | $399.9K | 0.05% | −1,297−20.8% | Reduced |
| Tranquility Partners, LLC | 4,978 | $402.1K | 0.17% | +4,978 | New |
| First Commonwealth Financial Corp | 5,000 | $403.9K | 0.13% | +5,000 | New |
| Schnieders Capital Management LLC | 5,033 | $407.0K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5,049 | $407.8K | 0.11% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,073 | $409.8K | 0.01% | +301+6.3% | Added |
| Swiss Life Asset Management Ltd | 5,085 | $411.5K | 0.01% | +596+13.3% | Added |
| Stephens Inc | 5,098 | $411.8K | 0.01% | +1,157+29.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,143 | $415.4K | 0.03% | +841+19.5% | Added |
| Walker Asset Management, LLC | 5,214 | $421.1K | 0.35% | 00.0% | Unchanged |
| Hyman Charles D | 5,240 | $423.0K | 0.03% | −510−8.9% | Reduced |