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 |
|---|---|---|---|---|---|
| StrategIQ Financial Group, LLC | 4,680 | $378.0K | 0.04% | +4,680 | New |
| Bath Savings Trust Co | 4,595 | $371.1K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 4,592 | $370.9K | 0.04% | −1,092−19.2% | Reduced |
| XML Financial, LLC | 4,584 | $370.2K | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 4,551 | $367.6K | 0.27% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,525 | $365.5K | 0.27% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,470 | $361.0K | 0.04% | +4,470 | New |
| Cyndeo Wealth Partners, LLC | 4,468 | $360.9K | 0.04% | −145−3.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,440 | $358.6K | 0.05% | +27+0.6% | Added |
| Meridian Wealth Management, LLC | 4,357 | $351.9K | 0.03% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,332 | $349.9K | 0.10% | −69−1.6% | Reduced |
| Summit Trail Advisors, LLC | 4,293 | $347.4K | 0.01% | +4,293 | New |
| Intellectus Partners, LLC | 4,259 | $344.0K | 0.10% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,230 | $342.1K | 0.02% | +4,230 | New |
| Baldwin Investment Management, LLC | 4,203 | $339.5K | 0.06% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 4,200 | $339.2K | 0.09% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 4,100 | $331.2K | 0.02% | −100−2.4% | Reduced |
| LCNB Corp | 4,096 | $330.8K | 0.14% | −20−0.5% | Reduced |
| PDS Planning, Inc | 4,078 | $329.4K | 0.04% | +284+7.5% | Added |
| Wilkinson Global Asset Management LLC | 4,035 | $325.9K | 0.02% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,013 | $324.1K | 0.01% | +4,013 | New |
| 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 |
| Sweet Financial Partners, LLC | 3,992 | $322.4K | 0.08% | +60+1.5% | Added |
| Legacy Financial Advisors, Inc. | 3,989 | $322.2K | 0.06% | +265+7.1% | Added |
| SFMG, LLC | 3,984 | $321.8K | 0.03% | −236−5.6% | Reduced |
| Wunderlich Capital Managemnt | 3,900 | $315.0K | 0.15% | −25−0.6% | Reduced |
| Avestar Capital, LLC | 3,893 | $314.7K | 0.05% | +102+2.7% | Added |
| Moneta Group Investment Advisors LLC | 2,931 | $313.6K | 0.01% | −731−20.0% | Reduced |
| First Affirmative Financial Network | 3,845 | $310.5K | 0.31% | +915+31.2% | Added |
| Nova R Wealth, Inc. | 3,826 | $309.0K | 0.21% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,805 | $307.3K | 0.11% | 00.0% | Unchanged |
| Burney Co | 3,767 | $304.3K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,757 | $303.5K | 0.01% | +3,757 | New |
| Salomon & Ludwin, LLC | 3,742 | $302.2K | 0.03% | +1,100+41.6% | Added |
| Qtron Investments LLC | 3,732 | $301.8K | 0.06% | 00.0% | Unchanged |
| Mirova | 3,710 | $299.7K | 0.05% | −1,503−28.8% | Reduced |
| 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 |
| Argonautica Private Wealth Management, Inc | 3,670 | $296.5K | 0.13% | +3,670 | New |
| Montag A & Associates Inc | 3,609 | $292.0K | 0.02% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,602 | $291.4K | 0.26% | +3,602 | New |
| Sonata Capital Group Inc | 3,605 | $291.0K | 0.15% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,595 | $290.4K | 0.07% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,513 | $283.7K | 0.03% | 00.0% | Unchanged |
| 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 |
| Arkadios Wealth Advisors | 3,437 | $277.6K | 0.03% | +289+9.2% | Added |
| Paragon Capital Management LLC | 3,416 | $275.9K | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,415 | $275.8K | 0.01% | −120−3.4% | Reduced |
| LMG Wealth Partners, LLC | 3,361 | $271.5K | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 3,347 | $270.7K | 0.01% | +381+12.8% | Added |
| Merriman Wealth Management, LLC | 3,327 | $269.2K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,268 | $264.0K | 0.13% | +86+2.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,265 | $263.8K | 0.00% | −830−20.3% | Reduced |
| TD Private Client Wealth LLC | 3,257 | $263.4K | 0.01% | +3,257 | New |
| Nations Financial Group Inc, | 3,257 | $263.1K | 0.03% | −576−15.0% | Reduced |
| FirstPurpose Wealth LLC | 3,245 | $262.1K | 0.11% | +110+3.5% | Added |
| Wimmer Associates 1, LLC | 3,218 | $259.9K | 0.16% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,209 | $259.2K | 0.00% | −169−5.0% | Reduced |
| Comerica Securities,inc. | 3,196 | $258.9K | 0.02% | +3,196 | New |
| Oak Harbor Wealth Partners, LLC | 3,182 | $257.0K | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,163 | $255.5K | 0.22% | +3,163 | New |
| Angeles Wealth Management, LLC | 3,162 | $255.4K | 0.03% | +3,162 | New |
| Baldwin Brothers Inc | 3,155 | $255.0K | 0.02% | +24+0.8% | Added |
| Blue Barn Wealth, LLC | 3,154 | $254.7K | 0.17% | −51−1.6% | Reduced |
| Aldebaran Financial Inc. | 3,134 | $253.1K | 0.36% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,128 | $252.6K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,111 | $251.3K | 0.00% | −193−5.8% | Reduced |
| Abacus Wealth Partners, LLC | 3,096 | $250.1K | 0.08% | +178+6.1% | Added |
| Ethic Inc. | 3,094 | $249.9K | 0.01% | +3,094 | New |
| Wealth Enhancement Advisory Services, LLC | 3,092 | $249.7K | 0.00% | −1,869−37.7% | Reduced |
| Kolinsky Wealth Management, LLC | 3,136 | $248.8K | 0.24% | +5+0.2% | Added |
| Meeder Advisory Services, Inc. | 3,037 | $245.3K | 0.03% | +3,037 | New |
| Garrison Point Advisors, LLC | 3,000 | $242.3K | 0.17% | 00.0% | Unchanged |
| Huntington National Bank | 2,998 | $242.2K | 0.00% | +2,692+879.7% | Added |
| State Board of Administration of Florida Retirement System | 2,997 | $242.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2,976 | $240.4K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,946 | $238.0K | 0.01% | +142+5.1% | Added |
| Ancora Advisors, LLC | 2,933 | $236.9K | 0.01% | −576−16.4% | Reduced |
| Axxcess Wealth Management, LLC | 2,926 | $236.3K | 0.02% | −5,446−65.1% | Reduced |
| Naples Global Advisors, LLC | 2,920 | $236.3K | 0.03% | +2,920 | New |
| Trust Co of Vermont | 2,902 | $234.4K | 0.02% | −423−12.7% | Reduced |
| Aspen Grove Capital, LLC | 2,886 | $233.5K | 0.08% | +54+1.9% | Added |
| Berkeley, Inc | 2,886 | $233.1K | 0.16% | 00.0% | Unchanged |
| Westport Asset Management Inc | 2,884 | $232.9K | 0.13% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,884 | $232.9K | 0.18% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,884 | $232.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $232.9K | 0.11% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,871 | $231.9K | 0.05% | −270−8.6% | Reduced |
| Equitable Holdings, Inc. | 2,867 | $231.6K | 0.00% | +2,867 | New |
| SeaCrest Wealth Management, LLC | 2,854 | $230.5K | 0.03% | +2,854 | New |
| Moreno Evelyn V | 2,825 | $228.2K | 0.05% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 2,824 | $228.1K | 0.07% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,815 | $227.4K | 0.01% | −100−3.4% | Reduced |
| Heritage Wealth Advisors | 2,800 | $226.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,806 | $226.0K | 0.00% | −86−3.0% | Reduced |
| Capital Wealth Planning, LLC | 2,756 | $222.6K | 0.00% | −86−3.0% | Reduced |
| Henshaw Capital LLC | 2,697 | $217.8K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,695 | $217.7K | 0.03% | −232−7.9% | Reduced |