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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $229.0K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,965 | $229.3K | 0.01% | +12+0.4% | Added |
| Marathon Capital Management | 2,905 | $229.7K | 0.06% | +2,905 | New |
| Abacus Wealth Partners, LLC | 2,918 | $230.7K | 0.04% | −178−5.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,923 | $231.1K | 0.08% | −259−8.1% | Reduced |
| Naples Global Advisors, LLC | 2,920 | $231.3K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,938 | $232.3K | 0.01% | +2,938 | New |
| Essex Savings Bank | 2,961 | $234.1K | 0.07% | +2,961 | New |
| Meeder Advisory Services, Inc. | 2,967 | $234.6K | 0.03% | −56−1.9% | Reduced |
| American National Bank | 2,976 | $235.3K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,991 | $236.5K | 0.01% | −9,069−75.2% | Reduced |
| Garrison Point Advisors, LLC | 3,000 | $237.2K | 0.17% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3,002 | $237.3K | 0.11% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,021 | $238.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,934 | $240.2K | 0.01% | +2,934 | New |
| First Nebraska Trust Co | 3,044 | $240.7K | 0.03% | −84−2.7% | Reduced |
| Stone Run Capital, LLC | 3,060 | $241.9K | 0.10% | +3,060 | New |
| Equitable Holdings, Inc. | 3,104 | $245.4K | 0.00% | +34+1.1% | Added |
| Huntington National Bank | 3,110 | $245.9K | 0.00% | +112+3.7% | Added |
| Henshaw Capital LLC | 3,113 | $246.1K | 0.01% | +416+15.4% | Added |
| Angeles Wealth Management, LLC | 3,128 | $247.3K | 0.03% | −69−2.2% | Reduced |
| Burney Co | 3,129 | $247.4K | 0.01% | −638−16.9% | Reduced |
| Aspen Grove Capital, LLC | 3,157 | $250.0K | 0.08% | −303−8.8% | Reduced |
| Successful Portfolios LLC | 3,163 | $250.1K | 0.19% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,201 | $251.7K | 0.01% | +9+0.3% | Added |
| Leavell Investment Management, Inc. | 3,181 | $252.0K | 0.02% | +3,181 | New |
| Douglas Lane & Associates, LLC | 3,200 | $253.0K | 0.00% | −44−1.4% | Reduced |
| Knollwood Investment Advisory, LLC | 3,200 | $253.0K | 0.05% | +3,200 | New |
| Wimmer Associates 1, LLC | 3,218 | $254.4K | 0.14% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,225 | $256.5K | 0.01% | −7−0.2% | Reduced |
| Sivia Capital Partners, LLC | 3,250 | $257.0K | 0.20% | +3,250 | New |
| SeaCrest Wealth Management, LLC | 3,326 | $261.5K | 0.03% | +195+6.2% | Added |
| Numerai GP LLC | 3,324 | $262.8K | 0.09% | +3,324 | New |
| Valeo Financial Advisors, LLC | 3,333 | $263.5K | 0.01% | −223−6.3% | Reduced |
| LMG Wealth Partners, LLC | 3,361 | $265.7K | 0.07% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,356 | $265.8K | 0.01% | +3,356 | New |
| Bokf, NA | 3,378 | $267.1K | 0.01% | +833+32.7% | Added |
| Moneta Group Investment Advisors LLC | 3,437 | $271.7K | 0.01% | +7+0.2% | Added |
| Atomi Financial Group, Inc. | 3,455 | $273.2K | 0.04% | +3,455 | New |
| Merriman Wealth Management, LLC | 3,450 | $273.2K | 0.01% | +123+3.7% | Added |
| Seven Eight Capital, LP | 3,458 | $273.4K | 0.03% | −11,899−77.5% | Reduced |
| WBH Advisory Inc | 3,480 | $275.1K | 0.03% | +10.0% | Added |
| Capital Investment Advisors, LLC | 3,486 | $275.6K | 0.01% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,500 | $276.7K | 0.24% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 3,500 | $276.7K | 0.03% | +3,500 | New |
| United Capital Financial Advisers, LLC | 3,504 | $277.0K | 0.00% | −1,437−29.1% | Reduced |
| Salomon & Ludwin, LLC | 3,742 | $278.4K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,565 | $281.9K | 0.00% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,605 | $285.0K | 0.14% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,609 | $285.3K | 0.16% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,649 | $288.5K | 0.00% | −100−2.7% | Reduced |
| NBT Bank N A | 3,671 | $290.2K | 0.02% | +3,671 | New |
| Opal Wealth Advisors, LLC | 3,675 | $290.5K | 0.11% | −53−1.4% | Reduced |
| Montis Financial, LLC | 3,676 | $290.6K | 0.17% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,445 | $290.7K | 0.34% | +3,445 | New |
| NEOS Investment Management LLC | 3,696 | $292.2K | 0.03% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 3,750 | $296.7K | 0.01% | −150−3.8% | Reduced |
| Forum Financial Management, LP | 3,759 | $297.2K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,785 | $299.2K | 0.03% | −541−12.5% | Reduced |
| Vident Advisory, LLC | 3,801 | $300.6K | 0.01% | +3,801 | New |
| Triangle Securities Wealth Management | 3,805 | $300.8K | 0.09% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,832 | $303.6K | 0.01% | −336−8.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,856 | $304.8K | 0.12% | +62+1.6% | Added |
| Wunderlich Capital Managemnt | 3,900 | $308.3K | 0.14% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 3,922 | $310.1K | 0.12% | +3,922 | New |
| Portside Wealth Group, LLC | 3,990 | $315.4K | 0.06% | −2,091−34.4% | Reduced |
| Delta Investment Management, LLC | 3,991 | $315.5K | 0.08% | −650−14.0% | Reduced |
| Arkadios Wealth Advisors | 3,997 | $316.0K | 0.03% | +307+8.3% | Added |
| Poehling Capital Management, LLC | 4,000 | $316.2K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,008 | $316.9K | 0.00% | −50,637−92.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,953 | $318.1K | 0.00% | −1,900−32.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,025 | $318.2K | 0.03% | −443−9.9% | Reduced |
| Brown Brothers Harriman & Co | 4,035 | $319.0K | 0.00% | −3,693−47.8% | Reduced |
| Wilkinson Global Asset Management LLC | 4,035 | $319.0K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,037 | $319.2K | 0.06% | +503+14.2% | Added |
| SRS Capital Advisors, Inc. | 4,056 | $320.7K | 0.04% | +1,563+62.7% | Added |
| SFMG, LLC | 4,075 | $322.2K | 0.03% | +10+0.2% | Added |
| Swiss Life Asset Management Ltd | 4,063 | $322.3K | 0.00% | −1,022−20.1% | Reduced |
| LCNB Corp | 4,096 | $323.8K | 0.13% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,126 | $326.2K | 0.16% | −459−10.0% | Reduced |
| Sawtooth Solutions, LLC | 4,147 | $327.9K | 0.01% | −664−13.8% | Reduced |
| Intellectus Partners, LLC | 4,152 | $328.8K | 0.09% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 4,183 | $330.8K | 0.01% | −628−13.1% | Reduced |
| Cubic Asset Management, LLC | 4,200 | $332.1K | 0.09% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,203 | $332.3K | 0.05% | 00.0% | Unchanged |
| Balentine LLC | 4,188 | $333.0K | 0.01% | +760+22.2% | Added |
| Shelton Wealth Management, LLC | 4,216 | $333.3K | 0.24% | +4,216 | New |
| Patron Partners Advisors, LLC | 4,224 | $333.9K | 0.22% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 4,239 | $335.2K | 0.21% | +408+10.6% | Added |
| BLB&B Advisors, LLC | 4,230 | $336.4K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,325 | $341.9K | 0.09% | −8,334−65.8% | Reduced |
| Montag A & Associates Inc | 4,359 | $345.2K | 0.02% | +750+20.8% | Added |
| Meridian Wealth Management, LLC | 4,369 | $345.5K | 0.02% | +12+0.3% | Added |
| Bradley Foster & Sargent Inc | 4,373 | $345.8K | 0.01% | −3,958−47.5% | Reduced |
| Principal Securities, Inc. | 4,375 | $345.9K | 0.01% | +4,375 | New |
| Prospera Financial Services Inc | 4,388 | $346.9K | 0.01% | −80−1.8% | Reduced |
| Wedbush Securities Inc | 4,393 | $347.0K | 0.02% | −308−6.6% | Reduced |
| Boston Private Wealth LLC | 4,423 | $349.7K | 0.01% | +1,439+48.2% | Added |
| 9258 Wealth Management, LLC | 4,459 | $352.5K | 0.06% | −1,489−25.0% | Reduced |
| Malaga Cove Capital, LLC | 4,468 | $353.2K | 0.15% | +4,468 | New |