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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 3,213 | $239.6K | 0.02% | +58+1.8% | Added |
| Wimmer Associates 1, LLC | 3,218 | $239.5K | 0.15% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,197 | $237.9K | 0.03% | +35+1.1% | Added |
| Dynamic Advisor Solutions LLC | 3,192 | $237.5K | 0.01% | +3,192 | New |
| Oak Harbor Wealth Partners, LLC | 3,182 | $236.8K | 0.08% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,163 | $235.4K | 0.21% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,131 | $233.0K | 0.03% | +277+9.7% | Added |
| First Nebraska Trust Co | 3,128 | $232.8K | 0.03% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,112 | $231.6K | 0.15% | −42−1.3% | Reduced |
| Abacus Wealth Partners, LLC | 3,096 | $230.4K | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 3,104 | $230.0K | 0.00% | +3,104 | New |
| Equitable Holdings, Inc. | 3,070 | $228.4K | 0.00% | +203+7.1% | Added |
| Meeder Advisory Services, Inc. | 3,023 | $224.9K | 0.03% | −14−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,021 | $224.8K | 0.02% | +387+14.7% | Added |
| Aureus Asset Management, LLC | 3,021 | $224.8K | 0.02% | +406+15.5% | Added |
| Headlands Technologies LLC | 3,016 | $224.4K | 0.11% | +3,016 | New |
| First Citizens Bank & Trust Co | 3,005 | $223.6K | 0.00% | +121+4.2% | Added |
| Quaker Wealth Management, LLC | 3,002 | $223.4K | 0.11% | +3,002 | New |
| Garrison Point Advisors, LLC | 3,000 | $223.2K | 0.17% | 00.0% | Unchanged |
| Huntington National Bank | 2,998 | $223.1K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,984 | $222.1K | 0.00% | −127−4.1% | Reduced |
| American National Bank | 2,976 | $221.4K | 0.04% | 00.0% | Unchanged |
| Mirova | 2,970 | $221.0K | 0.04% | −740−19.9% | Reduced |
| EP Wealth Advisors, LLC | 2,959 | $220.2K | 0.00% | +2,959 | New |
| Naples Global Advisors, LLC | 2,920 | $217.7K | 0.03% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 2,916 | $217.0K | 0.03% | −3,815−56.7% | Reduced |
| Trust Co of Vermont | 2,902 | $215.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,953 | $215.8K | 0.01% | +7+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $215.1K | 0.10% | 00.0% | Unchanged |
| Berkeley, Inc | 2,886 | $214.7K | 0.15% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,884 | $214.6K | 0.10% | +2,884 | New |
| Westport Asset Management Inc | 2,884 | $214.6K | 0.13% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,884 | $214.6K | 0.16% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,871 | $213.6K | 0.05% | 00.0% | Unchanged |
| Wexford Capital LP | 2,866 | $213.3K | 0.05% | +2,866 | New |
| Mattern Wealth Management LLC | 2,824 | $210.1K | 0.06% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 2,770 | $206.1K | 0.15% | +2,770 | New |
| Cedar Brook Financial Partners, LLC | 2,762 | $205.5K | 0.05% | +2,762 | New |
| 180 Wealth Advisors, LLC | 2,745 | $204.3K | 0.05% | +273+11.0% | Added |
| Financial Advisory Service, Inc. | 2,741 | $203.9K | 0.02% | +46+1.7% | Added |
| Ancora Advisors, LLC | 2,697 | $200.7K | 0.01% | −236−8.0% | Reduced |
| Henshaw Capital LLC | 2,697 | $200.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,659 | $197.9K | 0.01% | +49+1.9% | Added |
| Heritage Wealth Advisors | 2,625 | $195.3K | 0.01% | −175−6.3% | Reduced |
| Country Trust Bank | 2,612 | $194.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,493 | $185.5K | 0.02% | +418+20.1% | Added |
| Bokf, NA | 2,545 | $180.6K | 0.00% | −2,825−52.6% | Reduced |
| Atwood & Palmer Inc | 2,399 | $178.5K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,274 | $169.0K | 0.02% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 2,244 | $166.8K | 0.00% | +96+4.5% | Added |
| Jones Financial Companies LLLP | 2,085 | $155.1K | 0.00% | +2,085 | New |
| New Millennium Group LLC | 2,080 | $154.8K | 0.14% | −10−0.5% | Reduced |
| Lindbrook Capital, LLC | 1,967 | $146.4K | 0.02% | +412+26.5% | Added |
| Massmutual Trust Co FSB | 1,908 | $142.0K | 0.01% | +205+12.0% | Added |
| First Financial Corp | 1,903 | $141.6K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,831 | $136.0K | 0.02% | +124+7.3% | Added |
| Grayhawk Investment Strategies Inc. | 1,340 | $135.3K | 0.09% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,800 | $133.9K | 0.12% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,697 | $127.4K | 0.07% | +1,697 | New |
| McClarren Financial Advisors, Inc. | 1,697 | $126.0K | 0.11% | +1,697 | New |
| Ronald Blue Trust, Inc. | 1,513 | $123.0K | 0.00% | +636+72.5% | Added |
| Farther Finance Advisors, LLC | 1,630 | $121.6K | 0.02% | +61+3.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,599 | $119.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,534 | $114.1K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,525 | $113.5K | 0.03% | +211+16.1% | Added |
| Harbor Investment Advisory, LLC | 1,457 | $108.8K | 0.01% | −736−33.6% | Reduced |
| Harbour Investments, Inc. | 1,433 | $106.6K | 0.01% | +455+46.5% | Added |
| Oakworth Capital, Inc. | 1,390 | $103.4K | 0.01% | −750−35.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,377 | $102.5K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,344 | $100.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,296 | $96.4K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,204 | $89.6K | 0.04% | +1,204 | New |
| Pinnacle Bancorp, Inc. | 1,182 | $89.4K | 0.03% | +300+34.0% | Added |
| Robeco Institutional Asset Management B.V. | 1,195 | $88.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,161 | $86.4K | 0.02% | −23−1.9% | Reduced |
| Colonial Trust Advisors | 1,153 | $85.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,152 | $85.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,125 | $83.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,121 | $83.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,100 | $81.9K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,090 | $81.1K | 0.06% | +1,090 | New |
| Operose Advisors LLC | 1,053 | $78.4K | 0.03% | +1,053 | New |
| RVW Wealth, LLC | 1,033 | $76.9K | 0.01% | +1,033 | New |
| Carmel Capital Partners, LLC | 1,021 | $76.0K | 0.03% | +21+2.1% | Added |
| Salem Investment Counselors Inc | 1,017 | $75.8K | 0.00% | +1,017 | New |
| Granite FO LLC | 1,000 | $74.7K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,001 | $74.5K | 0.00% | +1,001 | New |
| Resurgent Financial Advisors LLC | 1,000 | $74.4K | 0.05% | −182−15.4% | Reduced |
| Tradition Wealth Management, LLC | 982 | $73.0K | 0.01% | +339+52.7% | Added |
| Glen Eagle Advisors, LLC | 955 | $71.2K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 914 | $68.3K | 0.01% | +121+15.3% | Added |
| Pittenger & Anderson Inc | 865 | $64.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 858 | $63.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 852 | $63.4K | 0.01% | −129−13.1% | Reduced |
| Optimum Investment Advisors | 792 | $58.9K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 750 | $55.8K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 749 | $55.7K | 0.01% | +86+13.0% | Added |
| Pacifica Partners Inc. | 767 | $55.7K | 0.03% | +63+8.9% | Added |
| Duncker Streett & Co Inc | 720 | $53.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 688 | $51.2K | 0.01% | 00.0% | Unchanged |