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 |
|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | 5,592 | $416.1K | 0.09% | +5,592 | New |
| One + One Wealth Management, LLC | 5,643 | $419.9K | 0.27% | 00.0% | Unchanged |
| Moreno Evelyn V | 5,675 | $422.3K | 0.09% | +2,850+100.9% | Added |
| First City Capital Management, Inc. | 5,687 | $423.2K | 0.27% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,737 | $426.9K | 0.01% | −2,258−28.2% | Reduced |
| Sargent Investment Group, LLC | 5,769 | $429.3K | 0.10% | +5,769 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,853 | $429.6K | 0.00% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,775 | $430.1K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5,815 | $432.7K | 0.00% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,906 | $439.5K | 0.12% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,917 | $440.3K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,948 | $442.6K | 0.09% | −61−1.0% | Reduced |
| Sigma Planning Corp | 5,977 | $444.8K | 0.02% | +904+17.8% | Added |
| Kestra Private Wealth Services, LLC | 6,044 | $449.7K | 0.01% | +770+14.6% | Added |
| Portside Wealth Group, LLC | 6,081 | $451.0K | 0.08% | +254+4.4% | Added |
| First Horizon Advisors, Inc. | 6,099 | $453.8K | 0.02% | +177+3.0% | Added |
| Coastline Trust Co | 6,100 | $453.9K | 0.07% | −6,142−50.2% | Reduced |
| Midwest Financial Group LLC | 6,175 | $459.0K | 0.39% | 00.0% | Unchanged |
| Stephens Inc | 6,195 | $461.0K | 0.01% | +1,097+21.5% | Added |
| Sabal Trust CO | 6,200 | $461.3K | 0.03% | +6,200 | New |
| Baker Tilly Wealth Management, LLC | 6,201 | $461.4K | 0.08% | −1,988−24.3% | Reduced |
| Clarius Group, LLC | 6,284 | $467.6K | 0.04% | −794−11.2% | Reduced |
| Avantax Advisory Services, Inc. | 6,340 | $471.8K | 0.01% | −272−4.1% | Reduced |
| Continental Investors Services, Inc. | 6,343 | $472.0K | 1.43% | −6,343−50.0% | Reduced |
| Evergreen Capital Management LLC | 6,362 | $474.3K | 0.02% | +195+3.2% | Added |
| SS&H Financial Advisors, Inc. | 6,489 | $483.0K | 0.23% | +6,489 | New |
| MAI Capital Management | 6,493 | $483.1K | 0.01% | +493+8.2% | Added |
| Wealthcare Advisory Partners LLC | 6,562 | $488.3K | 0.02% | −121−1.8% | Reduced |
| Wahed Invest LLC | 6,568 | $490.5K | 0.16% | +468+7.7% | Added |
| Colony Group LLC | 6,610 | $492.0K | 0.01% | −20,087−75.2% | Reduced |
| Sweet Financial Partners, LLC | 6,617 | $492.4K | 0.13% | +2,625+65.8% | Added |
| Ballentine Partners, LLC | 6,669 | $496.2K | 0.01% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 6,300 | $500.0K | 0.00% | +6,300 | New |
| Ritholtz Wealth Management | 6,790 | $505.2K | 0.02% | +249+3.8% | Added |
| Anchor Capital Advisors LLC | 6,814 | $507.0K | 0.01% | −1,884−21.7% | Reduced |
| Trustmark National Bank Trust Department | 6,822 | $507.6K | 0.05% | +6,822 | New |
| Principal Street Partners, LLC | 6,846 | $509.4K | 0.10% | −186−2.6% | Reduced |
| Bessemer Securities LLC | 6,897 | $515.0K | 0.71% | −4,548−39.7% | Reduced |
| Bristol Gate Capital Partners Inc. | 7,018 | $524.1K | 0.03% | +1,168+20.0% | Added |
| Old National Bancorp | 7,070 | $526.1K | 0.02% | +872+14.1% | Added |
| Hilltop Holdings Inc. | 7,070 | $526.1K | 0.07% | +37+0.5% | Added |
| HBK Sorce Advisory LLC | 7,104 | $528.6K | 0.02% | +15+0.2% | Added |
| Banque Cantonale Vaudoise | 7,107 | $531.0K | 0.03% | +7,107 | New |
| Forte Capital LLC | 7,142 | $531.4K | 0.08% | −200−2.7% | Reduced |
| Schechter Investment Advisors, LLC | 7,145 | $533.3K | 0.05% | +66+0.9% | Added |
| Phraction Management LLC | 7,218 | $537.1K | 0.26% | +276+4.0% | Added |
| RFG Advisory, LLC | 7,315 | $544.3K | 0.02% | +417+6.0% | Added |
| Columbia Trust Co 01012016 | 7,384 | $549.4K | 0.32% | 00.0% | Unchanged |
| Lincoln National Corp | 7,470 | $555.8K | 0.01% | +1,678+29.0% | Added |
| Zimmer Partners, LP | 7,500 | $557.5K | 0.01% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 7,500 | $558.1K | 0.11% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 7,500 | $558.1K | 0.29% | 00.0% | Unchanged |
| Concorde Financial Corp | 7,500 | $559.1K | 0.95% | −37,110−83.2% | Reduced |
| Capricorn Fund Managers Ltd | 7,562 | $562.7K | 0.20% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,607 | $566.0K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,043 | $567.3K | 0.03% | +198+2.5% | Added |
| American Trust | 7,627 | $567.5K | 0.04% | +364+5.0% | Added |
| Platform Technology Partners | 7,669 | $572.8K | 0.27% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,728 | $575.0K | 0.01% | −2,106−21.4% | Reduced |
| Bahl & Gaynor Inc | 7,751 | $576.8K | 0.00% | −230−2.9% | Reduced |
| Rhumbline Advisers | 7,794 | $579.9K | 0.00% | +215+2.8% | Added |
| IFG Advisory, LLC | 7,797 | $580.2K | 0.05% | +7,797 | New |
| Harbour Capital Advisors, LLC | 7,822 | $584.2K | 0.18% | 00.0% | Unchanged |
| Advisor OS, LLC | 7,857 | $584.6K | 0.09% | +1,261+19.1% | Added |
| Saturna Capital CORP | 7,868 | $585.5K | 0.01% | 00.0% | Unchanged |
| Waycross Investment Management Co | 7,907 | $588.4K | 0.68% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 8,030 | $597.5K | 0.08% | −65−0.8% | Reduced |
| Macquarie Group Ltd | 8,077 | $601.9K | 0.00% | +7,895+4,337.9% | Added |
| Axxcess Wealth Management, LLC | 8,099 | $602.6K | 0.02% | +5,173+176.8% | Added |
| Regions Financial Corp | 8,109 | $603.4K | 0.01% | +8,109 | New |
| Sound Stewardship, LLC | 8,243 | $613.3K | 0.41% | −125−1.5% | Reduced |
| GM Advisory Group, Inc. | 8,228 | $614.5K | 0.05% | 00.0% | Unchanged |
| Veriti Management LLC | 8,395 | $624.7K | 0.07% | +521+6.6% | Added |
| Tiedemann Advisors, LLC | 8,412 | $627.1K | 0.03% | −60−0.7% | Reduced |
| Tiaa Trust, National Association | 8,490 | $631.7K | 0.00% | +8,490 | New |
| Steward Partners Investment Advisory, LLC | 8,529 | $634.7K | 0.01% | +371+4.5% | Added |
| Northwestern Mutual Wealth Management Co | 8,532 | $634.8K | 0.00% | +165+2.0% | Added |
| Pacer Advisors, Inc. | 8,566 | $637.4K | 0.00% | +7+0.1% | Added |
| DSM Capital Partners LLC | 8,624 | $642.8K | 0.01% | −3,175−26.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,652 | $643.8K | 0.10% | 00.0% | Unchanged |
| Wade G W & Inc | 8,744 | $651.0K | 0.02% | −1,938−18.1% | Reduced |
| Coldstream Capital Management Inc | 8,786 | $653.8K | 0.02% | +986+12.6% | Added |
| Circle Wealth Management, LLC | 8,853 | $658.8K | 0.02% | +256+3.0% | Added |
| Transatlantique Private Wealth LLC | 8,951 | $670.0K | 0.36% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,331 | $672.9K | 0.01% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 9,517 | $675.0K | 0.10% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 9,149 | $682.3K | 0.01% | −1,766−16.2% | Reduced |
| Asset Management Group, Inc. | 9,174 | $682.6K | 0.15% | 00.0% | Unchanged |
| Brookstone Capital Management | 9,666 | $689.1K | 0.02% | +235+2.5% | Added |
| Checchi Capital Advisers, LLC | 9,339 | $695.1K | 0.06% | +254+2.8% | Added |
| Ballast Advisors LLC | 9,341 | $695.1K | 0.28% | +254+2.8% | Added |
| Accretive Wealth Partners, LLC | 9,385 | $698.3K | 0.42% | +162+1.8% | Added |
| Aigen Investment Management, LP | 9,412 | $700.0K | 0.13% | −5,455−36.7% | Reduced |
| Syon Capital LLC | 9,433 | $701.9K | 0.09% | +9,433 | New |
| Brighton Jones LLC | 9,457 | $703.7K | 0.04% | +122+1.3% | Added |
| King Luther Capital Management Corp | 9,654 | $718.4K | 0.00% | +66+0.7% | Added |
| Argent Trust Co | 9,802 | $729.4K | 0.04% | +901+10.1% | Added |
| Waldron Private Wealth LLC | 9,937 | $739.4K | 0.04% | −24−0.2% | Reduced |
| Allworth Financial LP | 9,941 | $739.7K | 0.01% | +651+7.0% | Added |
| Washington Trust Advisors, Inc. | 10,022 | $745.7K | 0.08% | −1,400−12.3% | Reduced |