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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 4,476 | $353.9K | 0.03% | −3,321−42.6% | Reduced |
| Barnett & Company, Inc. | 4,525 | $357.7K | 0.27% | 00.0% | Unchanged |
| Davidson Trust Co | 4,551 | $359.8K | 0.23% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,573 | $361.5K | 0.02% | −5,871−56.2% | Reduced |
| XML Financial, LLC | 4,585 | $362.5K | 0.04% | +10.0% | Added |
| Bath Savings Trust Co | 4,595 | $363.3K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,628 | $365.9K | 0.09% | −29−0.6% | Reduced |
| Washington Trust Bank | 4,647 | $367.4K | 0.03% | +525+12.7% | Added |
| StrategIQ Financial Group, LLC | 4,665 | $368.8K | 0.04% | −21−0.4% | Reduced |
| Quadcap Wealth Management, LLC | 4,669 | $369.1K | 0.10% | +4,669 | New |
| Schnieders Capital Management LLC | 4,693 | $373.2K | 0.08% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 4,783 | $378.1K | 0.11% | −380−7.4% | Reduced |
| Icon Wealth Advisors, LLC | 4,810 | $380.3K | 0.04% | +4,810 | New |
| Schechter Investment Advisors, LLC | 4,846 | $384.9K | 0.03% | −2,299−32.2% | Reduced |
| King Luther Capital Management Corp | 4,876 | $385.5K | 0.00% | −4,778−49.5% | Reduced |
| Viawealth, LLC | 4,885 | $386.2K | 0.27% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 4,886 | $387.1K | 0.01% | −196−3.9% | Reduced |
| AJOVista, LLC | 4,900 | $387.7K | 0.49% | +4,900 | New |
| Essex Financial Services, Inc. | 4,915 | $389.3K | 0.04% | +23+0.5% | Added |
| Toroso Investments, LLC | 4,956 | $391.8K | 0.01% | +4,956 | New |
| Davenport & Co LLC | 4,940 | $392.7K | 0.00% | −12−0.2% | Reduced |
| BKM Wealth Management, LLC | 4,992 | $394.7K | 0.17% | +4,992 | New |
| First Commonwealth Financial Corp | 5,000 | $395.3K | 0.12% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5,049 | $399.2K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,084 | $402.7K | 0.02% | −1,278−20.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,108 | $403.8K | 0.07% | −1,093−17.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,131 | $405.7K | 0.02% | −12−0.2% | Reduced |
| First Affirmative Financial Network | 5,151 | $407.3K | 0.33% | +567+12.4% | Added |
| Buckingham Strategic Wealth, LLC | 5,155 | $407.6K | 0.00% | −109−2.1% | Reduced |
| Stablepoint Partners, LLC | 5,165 | $408.3K | 0.10% | +5,165 | New |
| Hyman Charles D | 5,240 | $414.0K | 0.02% | +5,240 | New |
| Vista Investment Partners LLC | 5,296 | $418.7K | 0.15% | +5,296 | New |
| Legacy Bridge, LLC | 5,344 | $422.5K | 0.27% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,403 | $427.3K | 0.04% | −110−2.0% | Reduced |
| Wealthcare Advisory Partners LLC | 5,432 | $429.5K | 0.02% | −1,130−17.2% | Reduced |
| One + One Wealth Management, LLC | 5,643 | $446.1K | 0.27% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,655 | $447.1K | 0.02% | −1,449−20.4% | Reduced |
| Moreno Evelyn V | 5,675 | $448.7K | 0.21% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,690 | $449.0K | 0.01% | −20,322−78.1% | Reduced |
| Two Sigma Securities, LLC | 5,707 | $451.2K | 0.02% | +5,707 | New |
| Modera Wealth Management, LLC | 5,737 | $453.6K | 0.01% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 5,768 | $456.0K | 0.10% | −10.0% | Reduced |
| First City Capital Management, Inc. | 5,782 | $457.1K | 0.27% | +95+1.7% | Added |
| Fort Washington Investment Advisors Inc | 5,775 | $457.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,787 | $458.0K | 0.04% | +5,787 | New |
| Granite Bay Wealth Management, LLC | 6,300 | $461.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,843 | $462.0K | 0.02% | −947−13.9% | Reduced |
| Ramirez Asset Management, Inc. | 5,848 | $462.3K | 0.09% | +256+4.6% | Added |
| Atria Wealth Solutions, Inc. | 5,858 | $464.0K | 0.01% | −3,291−36.0% | Reduced |
| Atlantic Trust, LLC | 6,237 | $466.7K | 0.13% | +6,237 | New |
| Summit Asset Management, LLC | 5,906 | $466.9K | 0.11% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,917 | $467.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,953 | $470.6K | 0.01% | −91−1.5% | Reduced |
| Marshall Wace, LLP | 6,000 | $474.4K | 0.00% | +6,000 | New |
| Coastline Trust Co | 6,057 | $478.9K | 0.06% | −43−0.7% | Reduced |
| Midwest Financial Group LLC | 6,175 | $488.0K | 0.36% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6,186 | $489.1K | 0.02% | +87+1.4% | Added |
| Sabal Trust CO | 6,200 | $490.2K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,215 | $492.3K | 0.03% | +1,003+19.2% | Added |
| Whittier Trust Co of Nevada Inc | 6,280 | $496.5K | 0.02% | +1,509+31.6% | Added |
| Avantax Advisory Services, Inc. | 6,313 | $499.1K | 0.00% | −27−0.4% | Reduced |
| Clarius Group, LLC | 6,322 | $499.8K | 0.04% | +38+0.6% | Added |
| Continental Investors Services, Inc. | 6,343 | $501.5K | 1.30% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 6,394 | $505.5K | 0.37% | +1,180+22.6% | Added |
| Hilltop Holdings Inc. | 6,414 | $507.1K | 0.06% | −656−9.3% | Reduced |
| Catalytic Wealth RIA, LLC | 6,444 | $509.5K | 0.23% | +6,444 | New |
| Bristol Gate Capital Partners Inc. | 6,438 | $510.3K | 0.03% | −580−8.3% | Reduced |
| SS&H Financial Advisors, Inc. | 6,489 | $513.0K | 0.22% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 6,603 | $522.1K | 0.01% | −211−3.1% | Reduced |
| Tranquility Partners, LLC | 6,639 | $524.9K | 0.22% | +1,573+31.1% | Added |
| Ballentine Partners, LLC | 6,742 | $533.0K | 0.01% | +73+1.1% | Added |
| Virtu Financial LLC | 6,841 | $541.0K | 0.04% | +6,841 | New |
| Walleye Capital LLC | 6,862 | $542.5K | 0.01% | −8,184−54.4% | Reduced |
| American Trust | 7,043 | $556.8K | 0.04% | −584−7.7% | Reduced |
| Emergent Wealth Advisors, LLC | 7,080 | $559.7K | 0.52% | +7,080 | New |
| Ieq Capital, LLC | 7,124 | $563.2K | 0.01% | −4,418−38.3% | Reduced |
| Forte Capital LLC | 7,142 | $564.6K | 0.08% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 6,402 | $573.9K | 0.41% | +6,402 | New |
| Wahed Invest LLC | 7,248 | $576.3K | 0.16% | +680+10.4% | Added |
| Old National Bancorp | 7,311 | $578.0K | 0.02% | +241+3.4% | Added |
| Formidable Asset Management, LLC | 7,347 | $580.9K | 0.13% | +7,347 | New |
| RFG Advisory, LLC | 7,371 | $582.7K | 0.02% | +56+0.8% | Added |
| Boothbay Fund Management, LLC | 7,376 | $583.1K | 0.02% | +7,376 | New |
| Columbia Trust Co 01012016 | 7,384 | $583.8K | 0.26% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 7,500 | $593.0K | 0.11% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 7,562 | $597.9K | 0.33% | 00.0% | Unchanged |
| Lincoln National Corp | 7,674 | $606.7K | 0.01% | +204+2.7% | Added |
| Sustainable Insight Capital Management, LLC | 7,700 | $608.8K | 0.50% | +7,700 | New |
| Chicago Partners Investment Group LLC | 7,824 | $609.8K | 0.03% | −219−2.7% | Reduced |
| Bahl & Gaynor Inc | 7,714 | $609.9K | 0.00% | −37−0.5% | Reduced |
| Rhumbline Advisers | 7,719 | $610.3K | 0.00% | −75−1.0% | Reduced |
| Harbour Capital Advisors, LLC | 7,822 | $617.5K | 0.17% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 7,833 | $619.3K | 0.56% | +7,833 | New |
| XTX Topco Ltd | 7,871 | $622.3K | 0.14% | −14,172−64.3% | Reduced |
| Waycross Investment Management Co | 7,907 | $625.1K | 0.69% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 7,968 | $630.0K | 0.00% | +7,968 | New |
| Concurrent Investment Advisors, LLC | 7,973 | $630.3K | 0.03% | +7,973 | New |
| RSM US Wealth Management LLC | 7,975 | $630.5K | 0.02% | +368+4.8% | Added |
| Platform Technology Partners | 7,569 | $638.8K | 0.25% | −100−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 8,097 | $640.1K | 0.02% | −20.0% | Reduced |