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 |
|---|---|---|---|---|---|
| Sonata Capital Group Inc | 3,605 | $285.0K | 0.14% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,565 | $281.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,742 | $278.4K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,504 | $277.0K | 0.00% | −1,437−29.1% | Reduced |
| 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 |
| Capital Investment Advisors, LLC | 3,486 | $275.6K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,480 | $275.1K | 0.03% | +10.0% | Added |
| Seven Eight Capital, LP | 3,458 | $273.4K | 0.03% | −11,899−77.5% | Reduced |
| Merriman Wealth Management, LLC | 3,450 | $273.2K | 0.01% | +123+3.7% | Added |
| Atomi Financial Group, Inc. | 3,455 | $273.2K | 0.04% | +3,455 | New |
| Moneta Group Investment Advisors LLC | 3,437 | $271.7K | 0.01% | +7+0.2% | Added |
| Bokf, NA | 3,378 | $267.1K | 0.01% | +833+32.7% | Added |
| Lake Street Advisors Group, LLC | 3,356 | $265.8K | 0.01% | +3,356 | New |
| LMG Wealth Partners, LLC | 3,361 | $265.7K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,333 | $263.5K | 0.01% | −223−6.3% | Reduced |
| Numerai GP LLC | 3,324 | $262.8K | 0.09% | +3,324 | New |
| SeaCrest Wealth Management, LLC | 3,326 | $261.5K | 0.03% | +195+6.2% | Added |
| Sivia Capital Partners, LLC | 3,250 | $257.0K | 0.20% | +3,250 | New |
| TD Private Client Wealth LLC | 3,225 | $256.5K | 0.01% | −7−0.2% | Reduced |
| Wimmer Associates 1, LLC | 3,218 | $254.4K | 0.14% | 00.0% | Unchanged |
| 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 |
| Leavell Investment Management, Inc. | 3,181 | $252.0K | 0.02% | +3,181 | New |
| Dynamic Advisor Solutions LLC | 3,201 | $251.7K | 0.01% | +9+0.3% | Added |
| Successful Portfolios LLC | 3,163 | $250.1K | 0.19% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,157 | $250.0K | 0.08% | −303−8.8% | Reduced |
| Burney Co | 3,129 | $247.4K | 0.01% | −638−16.9% | Reduced |
| Angeles Wealth Management, LLC | 3,128 | $247.3K | 0.03% | −69−2.2% | Reduced |
| Henshaw Capital LLC | 3,113 | $246.1K | 0.01% | +416+15.4% | Added |
| Huntington National Bank | 3,110 | $245.9K | 0.00% | +112+3.7% | Added |
| Equitable Holdings, Inc. | 3,104 | $245.4K | 0.00% | +34+1.1% | Added |
| Stone Run Capital, LLC | 3,060 | $241.9K | 0.10% | +3,060 | New |
| First Nebraska Trust Co | 3,044 | $240.7K | 0.03% | −84−2.7% | Reduced |
| Ameritas Advisory Services, LLC | 2,934 | $240.2K | 0.01% | +2,934 | New |
| Aureus Asset Management, LLC | 3,021 | $238.8K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3,002 | $237.3K | 0.11% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,000 | $237.2K | 0.17% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,991 | $236.5K | 0.01% | −9,069−75.2% | Reduced |
| American National Bank | 2,976 | $235.3K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,967 | $234.6K | 0.03% | −56−1.9% | Reduced |
| Essex Savings Bank | 2,961 | $234.1K | 0.07% | +2,961 | New |
| PEAK6 Investments LLC | 2,938 | $232.3K | 0.01% | +2,938 | New |
| Naples Global Advisors, LLC | 2,920 | $231.3K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,923 | $231.1K | 0.08% | −259−8.1% | Reduced |
| Abacus Wealth Partners, LLC | 2,918 | $230.7K | 0.04% | −178−5.7% | Reduced |
| Marathon Capital Management | 2,905 | $229.7K | 0.06% | +2,905 | New |
| Global Retirement Partners, LLC | 2,965 | $229.3K | 0.01% | +12+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $229.0K | 0.10% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 2,970 | $228.9K | 0.05% | +208+7.5% | Added |
| Insight Advisors, LLC | 2,888 | $228.3K | 0.05% | +17+0.6% | Added |
| 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 |
| Mattern Wealth Management LLC | 2,824 | $223.3K | 0.06% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,809 | $221.5K | 0.02% | −1,685−37.5% | Reduced |
| Mirova | 2,800 | $221.4K | 0.05% | −170−5.7% | Reduced |
| Hara Capital LLC | 2,798 | $221.2K | 0.16% | +2,798 | New |
| Blue Barn Wealth, LLC | 2,793 | $220.8K | 0.13% | −319−10.3% | Reduced |
| Nations Financial Group Inc, | 2,773 | $219.2K | 0.02% | −454−14.1% | Reduced |
| Sunesis Advisors, LLC | 2,770 | $219.0K | 0.13% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,766 | $218.7K | 0.02% | +2,766 | New |
| Financial Advisory Service, Inc. | 2,741 | $216.7K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,733 | $216.1K | 0.00% | −226−7.6% | Reduced |
| OneAscent Financial Services LLC | 2,733 | $216.0K | 0.03% | +2,733 | New |
| Veracity Capital LLC | 2,714 | $214.6K | 0.09% | −170−5.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,712 | $214.4K | 0.02% | −309−10.2% | Reduced |
| BBR Partners, LLC | 2,679 | $211.8K | 0.02% | +2,679 | New |
| Rothschild Investment LLC | 2,652 | $210.8K | 0.02% | +2,652 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,644 | $210.2K | 0.05% | +2,644 | New |
| Buffington Mohr McNeal | 2,650 | $209.5K | 0.04% | +2,650 | New |
| Heritage Wealth Advisors | 2,625 | $207.5K | 0.01% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,607 | $206.5K | 0.27% | −1,639−38.6% | Reduced |
| LGT Fund Management Co Ltd. | 2,600 | $205.9K | 0.09% | +2,600 | New |
| Fidelis Capital Partners, LLC | 2,600 | $205.6K | 0.05% | +2,600 | New |
| Avestar Capital, LLC | 2,587 | $205.4K | 0.03% | −1,320−33.8% | Reduced |
| Perpetual Ltd | 2,597 | $205.3K | 0.00% | −1,830−41.3% | Reduced |
| Boston Family Office LLC | 2,588 | $205.0K | 0.02% | +2,588 | New |
| 180 Wealth Advisors, LLC | 2,571 | $203.3K | 0.04% | −174−6.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,543 | $201.1K | 0.01% | +2,543 | New |
| Qtron Investments LLC | 2,521 | $200.4K | 0.03% | −1,211−32.4% | Reduced |
| Old Point Trust & Financial Services N A | 2,500 | $197.7K | 0.08% | +2,500 | New |
| Atwood & Palmer Inc | 2,399 | $189.7K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,391 | $189.0K | 0.00% | −306−11.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,325 | $185.0K | 0.00% | +726+45.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,274 | $181.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,251 | $178.0K | 0.01% | −651−22.4% | Reduced |
| Sunbelt Securities, Inc. | 2,248 | $177.7K | 0.02% | +2,060+1,095.7% | Added |
| JJJ Advisors Inc. | 2,244 | $177.5K | 0.04% | +719+47.1% | Added |
| First Eagle Investment Management, LLC | 2,255 | $177.4K | 0.00% | +11+0.5% | Added |
| Valley National Advisers Inc | 2,116 | $167.0K | 0.03% | +772+57.4% | Added |
| CVA Family Office, LLC | 2,062 | $163.0K | 0.03% | +2,062 | New |
| Capital Advisors, Ltd. LLC | 2,055 | $163.0K | 0.02% | +224+12.2% | Added |
| Arlington Trust Co LLC | 2,042 | $161.4K | 0.05% | +2,042 | New |
| Jones Financial Companies LLLP | 2,039 | $161.2K | 0.00% | −46−2.2% | Reduced |
| Garner Asset Management Corp | 1,899 | $161.1K | 0.08% | +1,899 | New |
| Arlington Partners LLC | 2,025 | $160.1K | 0.05% | +2,025 | New |