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 |
|---|---|---|---|---|---|
| Wimmer Associates 1, LLC | 3,218 | $239.5K | 0.15% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,213 | $239.6K | 0.02% | +58+1.8% | Added |
| Nations Financial Group Inc, | 3,227 | $240.1K | 0.02% | −30−0.9% | Reduced |
| TD Private Client Wealth LLC | 3,232 | $241.4K | 0.01% | −25−0.8% | Reduced |
| Douglas Lane & Associates, LLC | 3,244 | $241.4K | 0.00% | +35+1.1% | Added |
| Merriman Wealth Management, LLC | 3,327 | $248.0K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,344 | $248.8K | 0.04% | +3,344 | New |
| LMG Wealth Partners, LLC | 3,361 | $250.1K | 0.08% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,399 | $252.9K | 0.11% | +154+4.7% | Added |
| Moneta Group Investment Advisors LLC | 3,430 | $255.2K | 0.01% | +499+17.0% | Added |
| V Wealth Advisors LLC | 3,440 | $256.0K | 0.21% | −17,031−83.2% | Reduced |
| Balentine LLC | 3,428 | $256.0K | 0.01% | +81+2.4% | Added |
| Capital Market Strategies LLC | 3,500 | $257.4K | 0.26% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,460 | $257.9K | 0.10% | +574+19.9% | Added |
| WBH Advisory Inc | 3,479 | $258.8K | 0.03% | −34−1.0% | Reduced |
| Capital Investment Advisors, LLC | 3,486 | $259.4K | 0.01% | +3,486 | New |
| Connolly Sarah T. | 3,500 | $260.4K | 0.17% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,534 | $263.0K | 0.05% | −455−11.4% | Reduced |
| Valeo Financial Advisors, LLC | 3,556 | $264.6K | 0.01% | +141+4.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,565 | $264.9K | 0.00% | +300+9.2% | Added |
| Inlet Private Wealth, LLC | 3,595 | $267.5K | 0.09% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,605 | $268.0K | 0.14% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,609 | $268.5K | 0.16% | +193+5.6% | Added |
| Montag A & Associates Inc | 3,609 | $269.0K | 0.02% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,676 | $273.5K | 0.18% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,690 | $274.6K | 0.03% | +253+7.4% | Added |
| NEOS Investment Management LLC | 3,696 | $275.0K | 0.04% | +3,696 | New |
| Opal Wealth Advisors, LLC | 3,728 | $277.4K | 0.16% | +460+14.1% | Added |
| Salomon & Ludwin, LLC | 3,742 | $278.4K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,732 | $278.7K | 0.05% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,749 | $279.0K | 0.01% | +73+2.0% | Added |
| Forum Financial Management, LP | 3,759 | $279.7K | 0.01% | +2+0.1% | Added |
| Burney Co | 3,767 | $280.3K | 0.01% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,794 | $282.3K | 0.13% | +124+3.4% | Added |
| Triangle Securities Wealth Management | 3,805 | $283.1K | 0.10% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 3,831 | $285.1K | 0.20% | +5+0.1% | Added |
| Harvest Portfolios Group Inc. | 3,900 | $289.9K | 0.01% | −200−4.9% | Reduced |
| Wunderlich Capital Managemnt | 3,900 | $290.2K | 0.14% | 00.0% | Unchanged |
| GTS Securities LLC | 3,902 | $290.3K | 0.01% | +3,902 | New |
| Avestar Capital, LLC | 3,907 | $291.3K | 0.04% | +14+0.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,929 | $295.7K | 0.01% | +2,929 | New |
| Levin Capital Strategies, L.P. | 4,000 | $297.6K | 0.04% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 4,000 | $297.6K | 0.10% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 4,015 | $299.0K | 0.13% | +1,495+59.3% | Added |
| Wilkinson Global Asset Management LLC | 4,035 | $300.2K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 4,065 | $302.5K | 0.03% | +81+2.0% | Added |
| LCNB Corp | 4,096 | $304.8K | 0.13% | 00.0% | Unchanged |
| Washington Trust Bank | 4,122 | $306.7K | 0.03% | +4,122 | New |
| Intellectus Partners, LLC | 4,152 | $309.5K | 0.10% | −107−2.5% | Reduced |
| Summit Trail Advisors, LLC | 4,168 | $310.8K | 0.01% | −125−2.9% | Reduced |
| Cubic Asset Management, LLC | 4,200 | $312.5K | 0.09% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,203 | $312.7K | 0.05% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,200 | $313.1K | 0.04% | +4,200 | New |
| Patron Partners Advisors, LLC | 4,224 | $314.3K | 0.23% | −623−12.9% | Reduced |
| Comerica Securities,inc. | 4,213 | $315.2K | 0.03% | +1,017+31.8% | Added |
| BLB&B Advisors, LLC | 4,230 | $315.9K | 0.02% | 00.0% | Unchanged |
| Dover Advisors, LLC | 4,246 | $316.5K | 0.32% | +644+17.9% | Added |
| PDS Planning, Inc | 4,326 | $321.9K | 0.04% | +248+6.1% | Added |
| Strategic Wealth Partners, Ltd. | 4,334 | $322.5K | 0.04% | −106−2.4% | Reduced |
| Meridian Wealth Management, LLC | 4,357 | $324.3K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,494 | $327.2K | 0.03% | −7,418−62.3% | Reduced |
| Man Group plc | – | $329.0K | 0.00% | – | – |
| Perpetual Ltd | 4,427 | $329.4K | 0.00% | −2,532−36.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,468 | $332.5K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,468 | $332.6K | 0.01% | −1,139−20.3% | Reduced |
| Barnett & Company, Inc. | 4,525 | $336.7K | 0.26% | 00.0% | Unchanged |
| Davidson Trust Co | 4,551 | $338.6K | 0.25% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,584 | $341.1K | 0.33% | +739+19.2% | Added |
| XML Financial, LLC | 4,584 | $341.1K | 0.04% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,585 | $341.2K | 0.18% | +4,585 | New |
| Bath Savings Trust Co | 4,595 | $341.9K | 0.04% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,641 | $345.3K | 0.10% | +309+7.1% | Added |
| Golden State Equity Partners | 4,657 | $346.5K | 0.10% | −84−1.8% | Reduced |
| Jefferies Financial Group Inc. | 4,670 | $347.5K | 0.01% | +4,670 | New |
| StrategIQ Financial Group, LLC | 4,686 | $348.7K | 0.04% | +6+0.1% | Added |
| Wedbush Securities Inc | 4,701 | $350.0K | 0.02% | −792−14.4% | Reduced |
| Schnieders Capital Management LLC | 4,693 | $350.5K | 0.08% | −340−6.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,771 | $355.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,804 | $357.5K | 0.01% | +4,804 | New |
| Sawtooth Solutions, LLC | 4,811 | $358.0K | 0.01% | −17−0.4% | Reduced |
| Bleakley Financial Group, LLC | 4,811 | $358.0K | 0.01% | −17−0.4% | Reduced |
| Fred Alger Management, LLC | 4,836 | $359.8K | 0.00% | +4,836 | New |
| Icon Wealth Partners, LLC | 4,849 | $360.8K | 0.04% | +257+5.6% | Added |
| Viawealth, LLC | 4,885 | $363.5K | 0.27% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,892 | $364.4K | 0.04% | −57−1.2% | Reduced |
| Axq Capital, LP | 4,900 | $364.6K | 0.13% | −1,700−25.8% | Reduced |
| United Capital Financial Advisers, LLC | 4,941 | $367.7K | 0.00% | −633−11.4% | Reduced |
| Davenport & Co LLC | 4,952 | $369.8K | 0.00% | −1,119−18.4% | Reduced |
| First Commonwealth Financial Corp | 5,000 | $372.1K | 0.12% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5,049 | $375.7K | 0.10% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,066 | $377.0K | 0.16% | +88+1.8% | Added |
| Pinnacle Financial Partners Inc | 5,082 | $378.6K | 0.01% | +3,304+185.8% | Added |
| Swiss Life Asset Management Ltd | 5,085 | $379.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,143 | $382.7K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 5,163 | $384.2K | 0.11% | +5,163 | New |
| Walker Asset Management, LLC | 5,214 | $388.0K | 0.35% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,212 | $388.6K | 0.03% | −581−10.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,264 | $391.7K | 0.01% | −49−0.9% | Reduced |
| Legacy Bridge, LLC | 5,344 | $397.6K | 0.28% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,513 | $410.4K | 0.04% | −325−5.6% | Reduced |