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, Q4 2023
Institutional positions in Canadian Pacific Kansas City Ltd as of Dec 31, 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
- 949
- +60 vs. Q3 2023
- Shares held
- 673.8M
- −11.2M (−1.6%) vs. Q3 2023
- Total value
- $53.4B
- +$2.26B (+4.4%) vs. Q3 2023
- New holders
- 132
- 298 more added
- Sold out
- 72
- 334 more reduced
14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Canadian Pacific Kansas City Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 624 | $49.3K | 0.01% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 642 | $51.7K | 0.04% | +642 | New |
| City Holding Co | 688 | $54.4K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 702 | $55.5K | 0.01% | −47−6.3% | Reduced |
| Vestor Capital, LLC | 703 | $56.0K | 0.01% | −143,672−99.5% | Reduced |
| Duncker Streett & Co Inc | 720 | $56.9K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 729 | $57.6K | 0.00% | +94+14.8% | Added |
| Credit Agricole S A | 755 | $59.7K | 0.00% | +755 | New |
| Optimum Investment Advisors | 792 | $62.6K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 817 | $64.6K | 0.00% | −1,091−57.2% | Reduced |
| Private Trust Co NA | 817 | $64.6K | 0.01% | −35−4.1% | Reduced |
| Pittenger & Anderson Inc | 865 | $68.4K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 880 | $70.0K | 0.04% | +880 | New |
| TFC Financial Management | 900 | $71.2K | 0.01% | +300+50.0% | Added |
| Wiser Advisor Group LLC | 911 | $72.0K | 0.12% | +911 | New |
| Quent Capital, LLC | 915 | $72.7K | 0.01% | +1+0.1% | Added |
| Glen Eagle Advisors, LLC | 955 | $75.8K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 982 | $78.0K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $79.5K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,007 | $79.6K | 0.05% | +7+0.7% | Added |
| Knuff & Co LLC | 1,014 | $80.2K | 0.03% | +576+131.5% | Added |
| Salem Investment Counselors Inc | 1,017 | $80.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,100 | $87.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,100 | $87.5K | 0.05% | +500+83.3% | Added |
| GAMMA Investing LLC | 1,096 | $88.2K | 0.02% | +1,096 | New |
| Baldwin Brothers Inc | 1,121 | $88.6K | 0.01% | −2,092−65.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,121 | $88.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,125 | $88.9K | 0.02% | −36−3.1% | Reduced |
| St Germain D J Co Inc | 1,125 | $88.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,152 | $91.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,153 | $91.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,182 | $93.4K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,201 | $95.0K | 0.01% | +682+131.4% | Added |
| Pathway Financial Advisers, LLC | 1,204 | $95.2K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,367 | $102.0K | 0.00% | −146−9.6% | Reduced |
| Gables Capital Management Inc. | 1,296 | $102.5K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,377 | $108.9K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,402 | $110.8K | 0.01% | +12+0.9% | Added |
| Harbour Investments, Inc. | 1,433 | $113.3K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,552 | $114.1K | 0.06% | +785+102.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,534 | $121.3K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,697 | $134.0K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,707 | $135.6K | 0.02% | +250+17.2% | Added |
| Farther Finance Advisors, LLC | 1,720 | $136.5K | 0.01% | +90+5.5% | Added |
| Grayhawk Investment Strategies Inc. | 1,340 | $140.5K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 1,903 | $150.4K | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,926 | $152.3K | 0.01% | −733−27.6% | Reduced |
| Lindbrook Capital, LLC | 1,959 | $154.9K | 0.02% | −8−0.4% | Reduced |
| New Millennium Group LLC | 2,006 | $158.6K | 0.14% | −74−3.6% | Reduced |
| Arlington Partners LLC | 2,025 | $160.1K | 0.05% | +2,025 | New |
| Garner Asset Management Corp | 1,899 | $161.1K | 0.08% | +1,899 | New |
| Jones Financial Companies LLLP | 2,039 | $161.2K | 0.00% | −46−2.2% | Reduced |
| Arlington Trust Co LLC | 2,042 | $161.4K | 0.05% | +2,042 | New |
| Capital Advisors, Ltd. LLC | 2,055 | $163.0K | 0.02% | +224+12.2% | Added |
| CVA Family Office, LLC | 2,062 | $163.0K | 0.03% | +2,062 | New |
| Valley National Advisers Inc | 2,116 | $167.0K | 0.03% | +772+57.4% | Added |
| First Eagle Investment Management, LLC | 2,255 | $177.4K | 0.00% | +11+0.5% | Added |
| JJJ Advisors Inc. | 2,244 | $177.5K | 0.04% | +719+47.1% | Added |
| Sunbelt Securities, Inc. | 2,248 | $177.7K | 0.02% | +2,060+1,095.7% | Added |
| Trust Co of Vermont | 2,251 | $178.0K | 0.01% | −651−22.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,274 | $181.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,325 | $185.0K | 0.00% | +726+45.4% | Added |
| Ancora Advisors, LLC | 2,391 | $189.0K | 0.00% | −306−11.3% | Reduced |
| Atwood & Palmer Inc | 2,399 | $189.7K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,500 | $197.7K | 0.08% | +2,500 | New |
| Qtron Investments LLC | 2,521 | $200.4K | 0.03% | −1,211−32.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,543 | $201.1K | 0.01% | +2,543 | New |
| 180 Wealth Advisors, LLC | 2,571 | $203.3K | 0.04% | −174−6.3% | Reduced |
| Boston Family Office LLC | 2,588 | $205.0K | 0.02% | +2,588 | New |
| Perpetual Ltd | 2,597 | $205.3K | 0.00% | −1,830−41.3% | Reduced |
| Avestar Capital, LLC | 2,587 | $205.4K | 0.03% | −1,320−33.8% | Reduced |
| Fidelis Capital Partners, LLC | 2,600 | $205.6K | 0.05% | +2,600 | New |
| LGT Fund Management Co Ltd. | 2,600 | $205.9K | 0.09% | +2,600 | New |
| Dover Advisors, LLC | 2,607 | $206.5K | 0.27% | −1,639−38.6% | Reduced |
| Heritage Wealth Advisors | 2,625 | $207.5K | 0.01% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,650 | $209.5K | 0.04% | +2,650 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,644 | $210.2K | 0.05% | +2,644 | New |
| Rothschild Investment LLC | 2,652 | $210.8K | 0.02% | +2,652 | New |
| BBR Partners, LLC | 2,679 | $211.8K | 0.02% | +2,679 | New |
| Dorsey & Whitney Trust CO LLC | 2,712 | $214.4K | 0.02% | −309−10.2% | Reduced |
| Veracity Capital LLC | 2,714 | $214.6K | 0.09% | −170−5.9% | Reduced |
| OneAscent Financial Services LLC | 2,733 | $216.0K | 0.03% | +2,733 | New |
| EP Wealth Advisors, LLC | 2,733 | $216.1K | 0.00% | −226−7.6% | Reduced |
| Financial Advisory Service, Inc. | 2,741 | $216.7K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,766 | $218.7K | 0.02% | +2,766 | New |
| Sunesis Advisors, LLC | 2,770 | $219.0K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,773 | $219.2K | 0.02% | −454−14.1% | Reduced |
| Blue Barn Wealth, LLC | 2,793 | $220.8K | 0.13% | −319−10.3% | Reduced |
| Hara Capital LLC | 2,798 | $221.2K | 0.16% | +2,798 | New |
| Mirova | 2,800 | $221.4K | 0.05% | −170−5.7% | Reduced |
| DFPG Investments, LLC | 2,809 | $221.5K | 0.02% | −1,685−37.5% | Reduced |
| Mattern Wealth Management LLC | 2,824 | $223.3K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,884 | $228.0K | 0.00% | −121−4.0% | Reduced |
| Berkeley, Inc | 2,884 | $228.0K | 0.14% | −2−0.1% | Reduced |
| Westport Asset Management Inc | 2,884 | $228.0K | 0.12% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,884 | $228.0K | 0.12% | 00.0% | Unchanged |
| Rebalance, LLC | 2,884 | $228.0K | 0.02% | +2,884 | New |
| Boomfish Wealth Group, LLC | 2,884 | $228.0K | 0.16% | +2,884 | New |
| Insight Advisors, LLC | 2,888 | $228.3K | 0.05% | +17+0.6% | Added |
| Cedar Brook Financial Partners, LLC | 2,970 | $228.9K | 0.05% | +208+7.5% | Added |