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, Q3 2023
Institutional positions in Canadian Pacific Kansas City Ltd as of Sep 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
- 903
- +28 vs. Q2 2023
- Shares held
- 685.5M
- +20.2M (+3.0%) vs. Q2 2023
- Total value
- $51.2B
- −$2.65B (−4.9%) vs. Q2 2023
- New holders
- 94
- 316 more added
- Sold out
- 66
- 285 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Canadian Pacific Kansas City Ltd; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 1 | $39 | 0.00% | +1 | New |
| PSI Advisors, LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $298 | 0.00% | −133−97.1% | Reduced |
| USA Financial Portformulas Corp | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $583 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $595 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $745 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $754 | 0.00% | −31−75.6% | Reduced |
| JNBA Financial Advisors | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 18 | $1.34K | 0.00% | +18 | New |
| Retirement Group, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 26 | $1.94K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $1.94K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $2.08K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 28 | $2.08K | 0.00% | +28 | New |
| DT Investment Partners, LLC | 31 | $2.32K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 36 | $2.68K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 38 | $2.83K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $3.26K | 0.00% | −263−85.1% | Reduced |
| Your Advocates Ltd., LLP | 45 | $3.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 53 | $3.94K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 55 | $4.09K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 75 | $5.00K | 0.00% | −2,731−97.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 71 | $5.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 71 | $5.28K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 74 | $5.51K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 74 | $5.51K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 76 | $6.00K | 0.00% | +60+375.0% | Added |
| Red Tortoise LLC | 95 | $7.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 103 | $7.66K | 0.00% | −100−49.3% | Reduced |
| Larson Financial Group LLC | 106 | $7.89K | 0.00% | +38+55.9% | Added |
| Chesapeake Asset Management LLC | 124 | $9.23K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 131 | $9.75K | 0.00% | −9−6.4% | Reduced |
| Bell Investment Advisors, Inc | 131 | $9.75K | 0.00% | +21+19.1% | Added |
| JFS Wealth Advisors, LLC | 133 | $9.90K | 0.00% | +1+0.8% | Added |
| Financial Management Professionals, Inc. | 129 | $10.0K | 0.00% | −151−53.9% | Reduced |
| Capital Analysts, LLC | 129 | $10.0K | 0.00% | +1+0.8% | Added |
| RFP Financial Group LLC | 135 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 136 | $10.1K | 0.00% | +51+60.0% | Added |
| Farmers & Merchants Investments Inc | 142 | $10.6K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 144 | $10.7K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 152 | $11.3K | 0.01% | −23−13.1% | Reduced |
| Earnest Partners LLC | 117 | $11.8K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 159 | $11.8K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 165 | $12.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 178 | $13.2K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 178 | $13.2K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 183 | $13.6K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 185 | $13.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 187 | $13.9K | 0.00% | +69+58.5% | Added |
| Sunbelt Securities, Inc. | 188 | $14.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 200 | $14.9K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 205 | $15.3K | 0.00% | −75−26.8% | Reduced |
| Central Bank & Trust Co | 211 | $15.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 225 | $17.0K | 0.00% | −25−10.0% | Reduced |
| Smithfield Trust Co | 247 | $18.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 243 | $18.1K | 0.00% | +243 | New |
| Householder Group Estate & Retirement Specialist, LLC | 266 | $19.8K | 0.01% | +266 | New |
| Westside Investment Management, Inc. | 276 | $20.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 282 | $21.0K | 0.01% | +54+23.7% | Added |
| Peoples Bank | 288 | $21.4K | 0.02% | +288 | New |
| Washington Trust Co | 300 | $22.3K | 0.00% | +300 | New |
| Silicon Valley Capital Partners | 311 | $23.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 320 | $23.8K | 0.00% | −20−5.9% | Reduced |
| Toth Financial Advisory Corp | 345 | $25.7K | 0.00% | +43+14.2% | Added |
| Avion Wealth | 351 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 375 | $27.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 375 | $27.9K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $28.1K | 0.02% | – | – |
| Newbridge Financial Services Group, Inc. | 387 | $28.8K | 0.01% | −76−16.4% | Reduced |
| Core Alternative Capital | 390 | $29.0K | 0.00% | +390 | New |
| McIlrath & Eck, LLC | 402 | $29.9K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 400 | $30.1K | 0.00% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 413 | $30.7K | 0.00% | +413 | New |
| Motco | 416 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 435 | $32.4K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 438 | $32.6K | 0.01% | −138−24.0% | Reduced |
| Leonteq Securities AG | 449 | $33.4K | 0.00% | +424+1,696.0% | Added |
| Column Capital Advisors, LLC | 472 | $35.1K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 494 | $36.0K | 0.01% | −116−19.0% | Reduced |
| Anchor Investment Management, LLC | 500 | $37.2K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 500 | $37.2K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 500 | $37.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 500 | $38.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 519 | $38.6K | 0.00% | +425+452.1% | Added |
| Sugarloaf Wealth Management, LLC | 527 | $39.2K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 553 | $41.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 556 | $41.4K | 0.01% | −50−8.3% | Reduced |
| Venturi Wealth Management, LLC | 576 | $42.9K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 582 | $43.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 594 | $44.2K | 0.00% | −16−2.6% | Reduced |
| TFC Financial Management | 600 | $44.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 600 | $44.8K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $44.8K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 607 | $45.2K | 0.00% | +2+0.3% | Added |
| Nemes Rush Group LLC | 624 | $46.4K | 0.01% | −23−3.6% | Reduced |