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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 5,858 | $464.0K | 0.01% | −3,291−36.0% | Reduced |
| Ramirez Asset Management, Inc. | 5,848 | $462.3K | 0.09% | +256+4.6% | Added |
| Ritholtz Wealth Management | 5,843 | $462.0K | 0.02% | −947−13.9% | Reduced |
| Granite Bay Wealth Management, LLC | 6,300 | $461.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,787 | $458.0K | 0.04% | +5,787 | New |
| Fort Washington Investment Advisors Inc | 5,775 | $457.2K | 0.00% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 5,782 | $457.1K | 0.27% | +95+1.7% | Added |
| Sargent Investment Group, LLC | 5,768 | $456.0K | 0.10% | −10.0% | Reduced |
| Modera Wealth Management, LLC | 5,737 | $453.6K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,707 | $451.2K | 0.02% | +5,707 | New |
| Simplex Trading, LLC | 5,690 | $449.0K | 0.01% | −20,322−78.1% | Reduced |
| Moreno Evelyn V | 5,675 | $448.7K | 0.21% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,655 | $447.1K | 0.02% | −1,449−20.4% | Reduced |
| One + One Wealth Management, LLC | 5,643 | $446.1K | 0.27% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,432 | $429.5K | 0.02% | −1,130−17.2% | Reduced |
| Quadrant Capital Group LLC | 5,403 | $427.3K | 0.04% | −110−2.0% | Reduced |
| Legacy Bridge, LLC | 5,344 | $422.5K | 0.27% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 5,296 | $418.7K | 0.15% | +5,296 | New |
| Hyman Charles D | 5,240 | $414.0K | 0.02% | +5,240 | New |
| Stablepoint Partners, LLC | 5,165 | $408.3K | 0.10% | +5,165 | New |
| Buckingham Strategic Wealth, LLC | 5,155 | $407.6K | 0.00% | −109−2.1% | Reduced |
| First Affirmative Financial Network | 5,151 | $407.3K | 0.33% | +567+12.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,131 | $405.7K | 0.02% | −12−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,108 | $403.8K | 0.07% | −1,093−17.6% | Reduced |
| Evergreen Capital Management LLC | 5,084 | $402.7K | 0.02% | −1,278−20.1% | Reduced |
| Citizens National Bank Trust Department | 5,049 | $399.2K | 0.10% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 5,000 | $395.3K | 0.12% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 4,992 | $394.7K | 0.17% | +4,992 | New |
| Davenport & Co LLC | 4,940 | $392.7K | 0.00% | −12−0.2% | Reduced |
| Toroso Investments, LLC | 4,956 | $391.8K | 0.01% | +4,956 | New |
| Essex Financial Services, Inc. | 4,915 | $389.3K | 0.04% | +23+0.5% | Added |
| AJOVista, LLC | 4,900 | $387.7K | 0.49% | +4,900 | New |
| Pinnacle Financial Partners Inc | 4,886 | $387.1K | 0.01% | −196−3.9% | Reduced |
| Viawealth, LLC | 4,885 | $386.2K | 0.27% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 4,876 | $385.5K | 0.00% | −4,778−49.5% | Reduced |
| Schechter Investment Advisors, LLC | 4,846 | $384.9K | 0.03% | −2,299−32.2% | Reduced |
| Icon Wealth Advisors, LLC | 4,810 | $380.3K | 0.04% | +4,810 | New |
| Legacy Capital Wealth Partners, LLC | 4,783 | $378.1K | 0.11% | −380−7.4% | Reduced |
| Schnieders Capital Management LLC | 4,693 | $373.2K | 0.08% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 4,669 | $369.1K | 0.10% | +4,669 | New |
| StrategIQ Financial Group, LLC | 4,665 | $368.8K | 0.04% | −21−0.4% | Reduced |
| Washington Trust Bank | 4,647 | $367.4K | 0.03% | +525+12.7% | Added |
| Golden State Equity Partners | 4,628 | $365.9K | 0.09% | −29−0.6% | Reduced |
| Bath Savings Trust Co | 4,595 | $363.3K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 4,585 | $362.5K | 0.04% | +10.0% | Added |
| Daymark Wealth Partners, LLC | 4,573 | $361.5K | 0.02% | −5,871−56.2% | Reduced |
| Davidson Trust Co | 4,551 | $359.8K | 0.23% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,525 | $357.7K | 0.27% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,476 | $353.9K | 0.03% | −3,321−42.6% | Reduced |
| Malaga Cove Capital, LLC | 4,468 | $353.2K | 0.15% | +4,468 | New |
| 9258 Wealth Management, LLC | 4,459 | $352.5K | 0.06% | −1,489−25.0% | Reduced |
| Boston Private Wealth LLC | 4,423 | $349.7K | 0.01% | +1,439+48.2% | Added |
| Wedbush Securities Inc | 4,393 | $347.0K | 0.02% | −308−6.6% | Reduced |
| Prospera Financial Services Inc | 4,388 | $346.9K | 0.01% | −80−1.8% | Reduced |
| Principal Securities, Inc. | 4,375 | $345.9K | 0.01% | +4,375 | New |
| Bradley Foster & Sargent Inc | 4,373 | $345.8K | 0.01% | −3,958−47.5% | Reduced |
| Meridian Wealth Management, LLC | 4,369 | $345.5K | 0.02% | +12+0.3% | Added |
| Montag A & Associates Inc | 4,359 | $345.2K | 0.02% | +750+20.8% | Added |
| Fox Run Management, L.L.C. | 4,325 | $341.9K | 0.09% | −8,334−65.8% | Reduced |
| BLB&B Advisors, LLC | 4,230 | $336.4K | 0.02% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 4,239 | $335.2K | 0.21% | +408+10.6% | Added |
| Patron Partners Advisors, LLC | 4,224 | $333.9K | 0.22% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 4,216 | $333.3K | 0.24% | +4,216 | New |
| Balentine LLC | 4,188 | $333.0K | 0.01% | +760+22.2% | Added |
| Baldwin Investment Management, LLC | 4,203 | $332.3K | 0.05% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 4,200 | $332.1K | 0.09% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 4,183 | $330.8K | 0.01% | −628−13.1% | Reduced |
| Intellectus Partners, LLC | 4,152 | $328.8K | 0.09% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,147 | $327.9K | 0.01% | −664−13.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,126 | $326.2K | 0.16% | −459−10.0% | Reduced |
| LCNB Corp | 4,096 | $323.8K | 0.13% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,063 | $322.3K | 0.00% | −1,022−20.1% | Reduced |
| SFMG, LLC | 4,075 | $322.2K | 0.03% | +10+0.2% | Added |
| SRS Capital Advisors, Inc. | 4,056 | $320.7K | 0.04% | +1,563+62.7% | Added |
| Legacy Financial Advisors, Inc. | 4,037 | $319.2K | 0.06% | +503+14.2% | Added |
| 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 |
| Cyndeo Wealth Partners, LLC | 4,025 | $318.2K | 0.03% | −443−9.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,953 | $318.1K | 0.00% | −1,900−32.5% | Reduced |
| Susquehanna International Group, LLP | 4,008 | $316.9K | 0.00% | −50,637−92.7% | Reduced |
| Poehling Capital Management, LLC | 4,000 | $316.2K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,997 | $316.0K | 0.03% | +307+8.3% | Added |
| Delta Investment Management, LLC | 3,991 | $315.5K | 0.08% | −650−14.0% | Reduced |
| Portside Wealth Group, LLC | 3,990 | $315.4K | 0.06% | −2,091−34.4% | Reduced |
| Capital Investment Counsel, LLC | 3,922 | $310.1K | 0.12% | +3,922 | New |
| Wunderlich Capital Managemnt | 3,900 | $308.3K | 0.14% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,856 | $304.8K | 0.12% | +62+1.6% | Added |
| Summit Trail Advisors, LLC | 3,832 | $303.6K | 0.01% | −336−8.1% | Reduced |
| Triangle Securities Wealth Management | 3,805 | $300.8K | 0.09% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,801 | $300.6K | 0.01% | +3,801 | New |
| PDS Planning, Inc | 3,785 | $299.2K | 0.03% | −541−12.5% | Reduced |
| Forum Financial Management, LP | 3,759 | $297.2K | 0.01% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 3,750 | $296.7K | 0.01% | −150−3.8% | Reduced |
| NEOS Investment Management LLC | 3,696 | $292.2K | 0.03% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,445 | $290.7K | 0.34% | +3,445 | New |
| Montis Financial, LLC | 3,676 | $290.6K | 0.17% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,675 | $290.5K | 0.11% | −53−1.4% | Reduced |
| NBT Bank N A | 3,671 | $290.2K | 0.02% | +3,671 | New |
| Evercore Wealth Management, LLC | 3,649 | $288.5K | 0.00% | −100−2.7% | Reduced |
| Paragon Capital Management LLC | 3,609 | $285.3K | 0.16% | 00.0% | Unchanged |