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 |
|---|---|---|---|---|---|
| One + One Wealth Management, LLC | 5,643 | $419.9K | 0.27% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 5,592 | $416.1K | 0.09% | +5,592 | New |
| Quadrant Capital Group LLC | 5,513 | $410.4K | 0.04% | −325−5.6% | Reduced |
| Legacy Bridge, LLC | 5,344 | $397.6K | 0.28% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,264 | $391.7K | 0.01% | −49−0.9% | Reduced |
| CAPROCK Group, Inc. | 5,212 | $388.6K | 0.03% | −581−10.0% | Reduced |
| Walker Asset Management, LLC | 5,214 | $388.0K | 0.35% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 5,163 | $384.2K | 0.11% | +5,163 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,143 | $382.7K | 0.03% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,085 | $379.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5,082 | $378.6K | 0.01% | +3,304+185.8% | Added |
| Tranquility Partners, LLC | 5,066 | $377.0K | 0.16% | +88+1.8% | Added |
| Citizens National Bank Trust Department | 5,049 | $375.7K | 0.10% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 5,000 | $372.1K | 0.12% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,952 | $369.8K | 0.00% | −1,119−18.4% | Reduced |
| United Capital Financial Advisers, LLC | 4,941 | $367.7K | 0.00% | −633−11.4% | Reduced |
| Axq Capital, LP | 4,900 | $364.6K | 0.13% | −1,700−25.8% | Reduced |
| Essex Financial Services, Inc. | 4,892 | $364.4K | 0.04% | −57−1.2% | Reduced |
| Viawealth, LLC | 4,885 | $363.5K | 0.27% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 4,849 | $360.8K | 0.04% | +257+5.6% | Added |
| Fred Alger Management, LLC | 4,836 | $359.8K | 0.00% | +4,836 | 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 |
| Capstone Investment Advisors, LLC | 4,804 | $357.5K | 0.01% | +4,804 | New |
| Whittier Trust Co of Nevada Inc | 4,771 | $355.0K | 0.01% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 4,693 | $350.5K | 0.08% | −340−6.8% | Reduced |
| Wedbush Securities Inc | 4,701 | $350.0K | 0.02% | −792−14.4% | Reduced |
| StrategIQ Financial Group, LLC | 4,686 | $348.7K | 0.04% | +6+0.1% | Added |
| Jefferies Financial Group Inc. | 4,670 | $347.5K | 0.01% | +4,670 | New |
| Golden State Equity Partners | 4,657 | $346.5K | 0.10% | −84−1.8% | Reduced |
| Delta Investment Management, LLC | 4,641 | $345.3K | 0.10% | +309+7.1% | Added |
| Bath Savings Trust Co | 4,595 | $341.9K | 0.04% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,585 | $341.2K | 0.18% | +4,585 | New |
| XML Financial, LLC | 4,584 | $341.1K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,584 | $341.1K | 0.33% | +739+19.2% | Added |
| Davidson Trust Co | 4,551 | $338.6K | 0.25% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,525 | $336.7K | 0.26% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,468 | $332.6K | 0.01% | −1,139−20.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,468 | $332.5K | 0.03% | 00.0% | Unchanged |
| Perpetual Ltd | 4,427 | $329.4K | 0.00% | −2,532−36.4% | Reduced |
| Man Group plc | – | $329.0K | 0.00% | – | – |
| DFPG Investments, LLC | 4,494 | $327.2K | 0.03% | −7,418−62.3% | Reduced |
| Meridian Wealth Management, LLC | 4,357 | $324.3K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,334 | $322.5K | 0.04% | −106−2.4% | Reduced |
| PDS Planning, Inc | 4,326 | $321.9K | 0.04% | +248+6.1% | Added |
| Dover Advisors, LLC | 4,246 | $316.5K | 0.32% | +644+17.9% | Added |
| BLB&B Advisors, LLC | 4,230 | $315.9K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,213 | $315.2K | 0.03% | +1,017+31.8% | Added |
| Patron Partners Advisors, LLC | 4,224 | $314.3K | 0.23% | −623−12.9% | Reduced |
| Geller Advisors LLC | 4,200 | $313.1K | 0.04% | +4,200 | New |
| Baldwin Investment Management, LLC | 4,203 | $312.7K | 0.05% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 4,200 | $312.5K | 0.09% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,168 | $310.8K | 0.01% | −125−2.9% | Reduced |
| Intellectus Partners, LLC | 4,152 | $309.5K | 0.10% | −107−2.5% | Reduced |
| Washington Trust Bank | 4,122 | $306.7K | 0.03% | +4,122 | New |
| LCNB Corp | 4,096 | $304.8K | 0.13% | 00.0% | Unchanged |
| SFMG, LLC | 4,065 | $302.5K | 0.03% | +81+2.0% | Added |
| Wilkinson Global Asset Management LLC | 4,035 | $300.2K | 0.02% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 4,015 | $299.0K | 0.13% | +1,495+59.3% | Added |
| 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 |
| Oversea-Chinese Banking CORP Ltd | 2,929 | $295.7K | 0.01% | +2,929 | New |
| Avestar Capital, LLC | 3,907 | $291.3K | 0.04% | +14+0.4% | Added |
| GTS Securities LLC | 3,902 | $290.3K | 0.01% | +3,902 | New |
| Wunderlich Capital Managemnt | 3,900 | $290.2K | 0.14% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 3,900 | $289.9K | 0.01% | −200−4.9% | Reduced |
| Nova R Wealth, Inc. | 3,831 | $285.1K | 0.20% | +5+0.1% | Added |
| Triangle Securities Wealth Management | 3,805 | $283.1K | 0.10% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,794 | $282.3K | 0.13% | +124+3.4% | Added |
| Burney Co | 3,767 | $280.3K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,759 | $279.7K | 0.01% | +2+0.1% | Added |
| Evercore Wealth Management, LLC | 3,749 | $279.0K | 0.01% | +73+2.0% | Added |
| Qtron Investments LLC | 3,732 | $278.7K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,742 | $278.4K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,728 | $277.4K | 0.16% | +460+14.1% | Added |
| NEOS Investment Management LLC | 3,696 | $275.0K | 0.04% | +3,696 | New |
| Arkadios Wealth Advisors | 3,690 | $274.6K | 0.03% | +253+7.4% | Added |
| Montis Financial, LLC | 3,676 | $273.5K | 0.18% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,609 | $269.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,609 | $268.5K | 0.16% | +193+5.6% | Added |
| Sonata Capital Group Inc | 3,605 | $268.0K | 0.14% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,595 | $267.5K | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,565 | $264.9K | 0.00% | +300+9.2% | Added |
| Valeo Financial Advisors, LLC | 3,556 | $264.6K | 0.01% | +141+4.1% | Added |
| Legacy Financial Advisors, Inc. | 3,534 | $263.0K | 0.05% | −455−11.4% | Reduced |
| Connolly Sarah T. | 3,500 | $260.4K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,486 | $259.4K | 0.01% | +3,486 | New |
| WBH Advisory Inc | 3,479 | $258.8K | 0.03% | −34−1.0% | Reduced |
| Aspen Grove Capital, LLC | 3,460 | $257.9K | 0.10% | +574+19.9% | Added |
| Capital Market Strategies LLC | 3,500 | $257.4K | 0.26% | 00.0% | Unchanged |
| Balentine LLC | 3,428 | $256.0K | 0.01% | +81+2.4% | Added |
| V Wealth Advisors LLC | 3,440 | $256.0K | 0.21% | −17,031−83.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,430 | $255.2K | 0.01% | +499+17.0% | Added |
| FirstPurpose Wealth LLC | 3,399 | $252.9K | 0.11% | +154+4.7% | Added |
| LMG Wealth Partners, LLC | 3,361 | $250.1K | 0.08% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,344 | $248.8K | 0.04% | +3,344 | New |
| Merriman Wealth Management, LLC | 3,327 | $248.0K | 0.01% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,244 | $241.4K | 0.00% | +35+1.1% | Added |
| TD Private Client Wealth LLC | 3,232 | $241.4K | 0.01% | −25−0.8% | Reduced |
| Nations Financial Group Inc, | 3,227 | $240.1K | 0.02% | −30−0.9% | Reduced |