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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 635 | $47.3K | 0.00% | +635 | New |
| Canton Hathaway, LLC | 625 | $47.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 624 | $46.4K | 0.01% | −23−3.6% | Reduced |
| Zions Bancorporation, N.A. | 607 | $45.2K | 0.00% | +2+0.3% | Added |
| Sittner & Nelson, LLC | 600 | $44.8K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $44.8K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 600 | $44.6K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 594 | $44.2K | 0.00% | −16−2.6% | Reduced |
| Hanson & Doremus Investment Management | 582 | $43.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 576 | $42.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 556 | $41.4K | 0.01% | −50−8.3% | Reduced |
| Annapolis Financial Services, LLC | 553 | $41.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 527 | $39.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 519 | $38.6K | 0.00% | +425+452.1% | Added |
| Colonial Trust Co | 500 | $38.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $37.2K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 500 | $37.2K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 500 | $37.2K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 494 | $36.0K | 0.01% | −116−19.0% | Reduced |
| Column Capital Advisors, LLC | 472 | $35.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 449 | $33.4K | 0.00% | +424+1,696.0% | Added |
| Knuff & Co LLC | 438 | $32.6K | 0.01% | −138−24.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 435 | $32.4K | 0.00% | 00.0% | Unchanged |
| Motco | 416 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 413 | $30.7K | 0.00% | +413 | New |
| Edmond de Rothschild Holding S.A. | 400 | $30.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 402 | $29.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 390 | $29.0K | 0.00% | +390 | New |
| Newbridge Financial Services Group, Inc. | 387 | $28.8K | 0.01% | −76−16.4% | Reduced |
| Live Oak Investment Partners | – | $28.1K | 0.02% | – | – |
| Eagle Bay Advisors LLC | 375 | $27.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 375 | $27.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 351 | $26.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 345 | $25.7K | 0.00% | +43+14.2% | Added |
| Stonebridge Capital Advisors LLC | 320 | $23.8K | 0.00% | −20−5.9% | Reduced |
| Silicon Valley Capital Partners | 311 | $23.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $22.3K | 0.00% | +300 | New |
| Peoples Bank | 288 | $21.4K | 0.02% | +288 | New |
| Hexagon Capital Partners LLC | 282 | $21.0K | 0.01% | +54+23.7% | Added |
| Westside Investment Management, Inc. | 276 | $20.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 266 | $19.8K | 0.01% | +266 | New |
| Grove Bank & Trust | 243 | $18.1K | 0.00% | +243 | New |
| Smithfield Trust Co | 247 | $18.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 225 | $17.0K | 0.00% | −25−10.0% | Reduced |
| Central Bank & Trust Co | 211 | $15.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 205 | $15.3K | 0.00% | −75−26.8% | Reduced |
| South State Corp. | 200 | $14.9K | 0.00% | +200 | New |
| Sunbelt Securities, Inc. | 188 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 187 | $13.9K | 0.00% | +69+58.5% | Added |
| Halpern Financial, Inc. | 185 | $13.8K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 183 | $13.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 178 | $13.2K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 178 | $13.2K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 165 | $12.3K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 159 | $11.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 117 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 152 | $11.3K | 0.01% | −23−13.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 144 | $10.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 142 | $10.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 136 | $10.1K | 0.00% | +51+60.0% | Added |
| RFP Financial Group LLC | 135 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 129 | $10.0K | 0.00% | −151−53.9% | Reduced |
| Capital Analysts, LLC | 129 | $10.0K | 0.00% | +1+0.8% | Added |
| JFS Wealth Advisors, LLC | 133 | $9.90K | 0.00% | +1+0.8% | Added |
| Exchange Traded Concepts, LLC | 131 | $9.75K | 0.00% | −9−6.4% | Reduced |
| Bell Investment Advisors, Inc | 131 | $9.75K | 0.00% | +21+19.1% | Added |
| Chesapeake Asset Management LLC | 124 | $9.23K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 106 | $7.89K | 0.00% | +38+55.9% | Added |
| Cornerstone Planning Group LLC | 103 | $7.66K | 0.00% | −100−49.3% | Reduced |
| Red Tortoise LLC | 95 | $7.07K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 76 | $6.00K | 0.00% | +60+375.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 74 | $5.51K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 74 | $5.51K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 71 | $5.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 71 | $5.28K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 75 | $5.00K | 0.00% | −2,731−97.3% | Reduced |
| Logan Capital Management Inc | 55 | $4.09K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 53 | $3.94K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $3.35K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $3.26K | 0.00% | −263−85.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 38 | $2.83K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 36 | $2.68K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 31 | $2.32K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $2.08K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 28 | $2.08K | 0.00% | +28 | New |
| Abound Wealth Management | 26 | $1.94K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 26 | $1.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 18 | $1.34K | 0.00% | +18 | New |
| JNBA Financial Advisors | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $754 | 0.00% | −31−75.6% | Reduced |
| True Wealth Design, LLC | 10 | $745 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $595 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $583 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $373 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $298 | 0.00% | −133−97.1% | Reduced |