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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 10,195 | $758.6K | 0.01% | +114+1.1% | Added |
| Gulf International Bank (UK) Ltd | 10,140 | $754.0K | 0.02% | −2,450−19.5% | Reduced |
| Washington Trust Advisors, Inc. | 10,022 | $745.7K | 0.08% | −1,400−12.3% | Reduced |
| Allworth Financial LP | 9,941 | $739.7K | 0.01% | +651+7.0% | Added |
| Waldron Private Wealth LLC | 9,937 | $739.4K | 0.04% | −24−0.2% | Reduced |
| Argent Trust Co | 9,802 | $729.4K | 0.04% | +901+10.1% | Added |
| King Luther Capital Management Corp | 9,654 | $718.4K | 0.00% | +66+0.7% | Added |
| Brighton Jones LLC | 9,457 | $703.7K | 0.04% | +122+1.3% | Added |
| Syon Capital LLC | 9,433 | $701.9K | 0.09% | +9,433 | New |
| Aigen Investment Management, LP | 9,412 | $700.0K | 0.13% | −5,455−36.7% | Reduced |
| Accretive Wealth Partners, LLC | 9,385 | $698.3K | 0.42% | +162+1.8% | Added |
| Ballast Advisors LLC | 9,341 | $695.1K | 0.28% | +254+2.8% | Added |
| Checchi Capital Advisers, LLC | 9,339 | $695.1K | 0.06% | +254+2.8% | Added |
| Brookstone Capital Management | 9,666 | $689.1K | 0.02% | +235+2.5% | Added |
| Asset Management Group, Inc. | 9,174 | $682.6K | 0.15% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 9,149 | $682.3K | 0.01% | −1,766−16.2% | Reduced |
| Private Capital Advisors, Inc. | 9,517 | $675.0K | 0.10% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,331 | $672.9K | 0.01% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 8,951 | $670.0K | 0.36% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 8,853 | $658.8K | 0.02% | +256+3.0% | Added |
| Coldstream Capital Management Inc | 8,786 | $653.8K | 0.02% | +986+12.6% | Added |
| Wade G W & Inc | 8,744 | $651.0K | 0.02% | −1,938−18.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,652 | $643.8K | 0.10% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 8,624 | $642.8K | 0.01% | −3,175−26.9% | Reduced |
| Pacer Advisors, Inc. | 8,566 | $637.4K | 0.00% | +7+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,532 | $634.8K | 0.00% | +165+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 8,529 | $634.7K | 0.01% | +371+4.5% | Added |
| Tiaa Trust, National Association | 8,490 | $631.7K | 0.00% | +8,490 | New |
| Tiedemann Advisors, LLC | 8,412 | $627.1K | 0.03% | −60−0.7% | Reduced |
| Veriti Management LLC | 8,395 | $624.7K | 0.07% | +521+6.6% | Added |
| GM Advisory Group, Inc. | 8,228 | $614.5K | 0.05% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 8,243 | $613.3K | 0.41% | −125−1.5% | Reduced |
| Regions Financial Corp | 8,109 | $603.4K | 0.01% | +8,109 | New |
| Axxcess Wealth Management, LLC | 8,099 | $602.6K | 0.02% | +5,173+176.8% | Added |
| Macquarie Group Ltd | 8,077 | $601.9K | 0.00% | +7,895+4,337.9% | Added |
| Proficio Capital Partners LLC | 8,030 | $597.5K | 0.08% | −65−0.8% | Reduced |
| Waycross Investment Management Co | 7,907 | $588.4K | 0.68% | 00.0% | Unchanged |
| Saturna Capital CORP | 7,868 | $585.5K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 7,857 | $584.6K | 0.09% | +1,261+19.1% | Added |
| Harbour Capital Advisors, LLC | 7,822 | $584.2K | 0.18% | 00.0% | Unchanged |
| IFG Advisory, LLC | 7,797 | $580.2K | 0.05% | +7,797 | New |
| Rhumbline Advisers | 7,794 | $579.9K | 0.00% | +215+2.8% | Added |
| Bahl & Gaynor Inc | 7,751 | $576.8K | 0.00% | −230−2.9% | Reduced |
| Brown Brothers Harriman & Co | 7,728 | $575.0K | 0.01% | −2,106−21.4% | Reduced |
| Platform Technology Partners | 7,669 | $572.8K | 0.27% | 00.0% | Unchanged |
| American Trust | 7,627 | $567.5K | 0.04% | +364+5.0% | Added |
| Chicago Partners Investment Group LLC | 8,043 | $567.3K | 0.03% | +198+2.5% | Added |
| RSM US Wealth Management LLC | 7,607 | $566.0K | 0.02% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 7,562 | $562.7K | 0.20% | 00.0% | Unchanged |
| Concorde Financial Corp | 7,500 | $559.1K | 0.95% | −37,110−83.2% | Reduced |
| 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 |
| Zimmer Partners, LP | 7,500 | $557.5K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 7,470 | $555.8K | 0.01% | +1,678+29.0% | Added |
| Columbia Trust Co 01012016 | 7,384 | $549.4K | 0.32% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,315 | $544.3K | 0.02% | +417+6.0% | Added |
| Phraction Management LLC | 7,218 | $537.1K | 0.26% | +276+4.0% | Added |
| Schechter Investment Advisors, LLC | 7,145 | $533.3K | 0.05% | +66+0.9% | Added |
| Forte Capital LLC | 7,142 | $531.4K | 0.08% | −200−2.7% | Reduced |
| Banque Cantonale Vaudoise | 7,107 | $531.0K | 0.03% | +7,107 | New |
| HBK Sorce Advisory LLC | 7,104 | $528.6K | 0.02% | +15+0.2% | Added |
| Hilltop Holdings Inc. | 7,070 | $526.1K | 0.07% | +37+0.5% | Added |
| Old National Bancorp | 7,070 | $526.1K | 0.02% | +872+14.1% | Added |
| Bristol Gate Capital Partners Inc. | 7,018 | $524.1K | 0.03% | +1,168+20.0% | Added |
| Bessemer Securities LLC | 6,897 | $515.0K | 0.71% | −4,548−39.7% | Reduced |
| Principal Street Partners, LLC | 6,846 | $509.4K | 0.10% | −186−2.6% | Reduced |
| Trustmark National Bank Trust Department | 6,822 | $507.6K | 0.05% | +6,822 | New |
| Anchor Capital Advisors LLC | 6,814 | $507.0K | 0.01% | −1,884−21.7% | Reduced |
| Ritholtz Wealth Management | 6,790 | $505.2K | 0.02% | +249+3.8% | Added |
| Granite Bay Wealth Management, LLC | 6,300 | $500.0K | 0.00% | +6,300 | New |
| Ballentine Partners, LLC | 6,669 | $496.2K | 0.01% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 6,617 | $492.4K | 0.13% | +2,625+65.8% | Added |
| Colony Group LLC | 6,610 | $492.0K | 0.01% | −20,087−75.2% | Reduced |
| Wahed Invest LLC | 6,568 | $490.5K | 0.16% | +468+7.7% | Added |
| Wealthcare Advisory Partners LLC | 6,562 | $488.3K | 0.02% | −121−1.8% | Reduced |
| MAI Capital Management | 6,493 | $483.1K | 0.01% | +493+8.2% | Added |
| SS&H Financial Advisors, Inc. | 6,489 | $483.0K | 0.23% | +6,489 | New |
| Evergreen Capital Management LLC | 6,362 | $474.3K | 0.02% | +195+3.2% | Added |
| Continental Investors Services, Inc. | 6,343 | $472.0K | 1.43% | −6,343−50.0% | Reduced |
| Avantax Advisory Services, Inc. | 6,340 | $471.8K | 0.01% | −272−4.1% | Reduced |
| Clarius Group, LLC | 6,284 | $467.6K | 0.04% | −794−11.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,201 | $461.4K | 0.08% | −1,988−24.3% | Reduced |
| Sabal Trust CO | 6,200 | $461.3K | 0.03% | +6,200 | New |
| Stephens Inc | 6,195 | $461.0K | 0.01% | +1,097+21.5% | Added |
| Midwest Financial Group LLC | 6,175 | $459.0K | 0.39% | 00.0% | Unchanged |
| Coastline Trust Co | 6,100 | $453.9K | 0.07% | −6,142−50.2% | Reduced |
| First Horizon Advisors, Inc. | 6,099 | $453.8K | 0.02% | +177+3.0% | Added |
| Portside Wealth Group, LLC | 6,081 | $451.0K | 0.08% | +254+4.4% | Added |
| Kestra Private Wealth Services, LLC | 6,044 | $449.7K | 0.01% | +770+14.6% | Added |
| Sigma Planning Corp | 5,977 | $444.8K | 0.02% | +904+17.8% | Added |
| 9258 Wealth Management, LLC | 5,948 | $442.6K | 0.09% | −61−1.0% | Reduced |
| Cullen Capital Management LLC | 5,917 | $440.3K | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,906 | $439.5K | 0.12% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5,815 | $432.7K | 0.00% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,775 | $430.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,853 | $429.6K | 0.00% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 5,769 | $429.3K | 0.10% | +5,769 | New |
| Modera Wealth Management, LLC | 5,737 | $426.9K | 0.01% | −2,258−28.2% | Reduced |
| First City Capital Management, Inc. | 5,687 | $423.2K | 0.27% | 00.0% | Unchanged |
| Moreno Evelyn V | 5,675 | $422.3K | 0.09% | +2,850+100.9% | Added |