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, Q1 2024
Institutional positions in Canadian Pacific Kansas City Ltd as of Mar 31, 2024. 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
- 966
- +33 vs. Q4 2023
- Shares held
- 672.7M
- +1.90M (+0.3%) vs. Q4 2023
- Total value
- $59.4B
- +$6.24B (+11.7%) vs. Q4 2023
- New holders
- 116
- 326 more added
- Sold out
- 83
- 320 more reduced
16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Canadian Pacific Kansas City Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 2,739 | $241.5K | 0.04% | +139+5.3% | Added |
| Financial Advisory Service, Inc. | 2,742 | $241.8K | 0.02% | +10.0% | Added |
| Nations Financial Group Inc, | 2,773 | $244.5K | 0.02% | 00.0% | Unchanged |
| Hara Capital LLC | 2,798 | $246.7K | 0.15% | 00.0% | Unchanged |
| Mirova | 2,800 | $246.9K | 0.04% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 2,824 | $249.4K | 0.03% | +2,824 | New |
| Douglas Lane & Associates, LLC | 2,840 | $250.4K | 0.00% | −360−11.3% | Reduced |
| Mission Wealth Management, LP | 2,870 | $253.0K | 0.01% | +2,870 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $254.2K | 0.10% | 00.0% | Unchanged |
| Westport Asset Management Inc | 2,884 | $254.3K | 0.13% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,884 | $254.3K | 0.00% | 00.0% | Unchanged |
| Rebalance, LLC | 2,884 | $254.3K | 0.02% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 2,884 | $254.3K | 0.17% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,884 | $254.3K | 0.11% | 00.0% | Unchanged |
| Berkeley, Inc | 2,884 | $254.3K | 0.15% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,888 | $254.6K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,902 | $255.9K | 0.01% | +651+28.9% | Added |
| Oak Harbor Wealth Partners, LLC | 2,924 | $257.8K | 0.08% | +10.0% | Added |
| JJJ Advisors Inc. | 2,926 | $258.1K | 0.05% | +682+30.4% | Added |
| Principal Street Partners, LLC | 2,995 | $259.5K | 0.05% | +2,995 | New |
| Abacus Wealth Partners, LLC | 2,955 | $260.5K | 0.04% | +37+1.3% | Added |
| American National Bank | 2,976 | $262.4K | 0.03% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,992 | $263.8K | 0.03% | −488−14.0% | Reduced |
| Blue Barn Wealth, LLC | 2,999 | $264.4K | 0.15% | +206+7.4% | Added |
| Garrison Point Advisors, LLC | 3,000 | $264.5K | 0.17% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3,002 | $264.7K | 0.11% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,021 | $266.4K | 0.02% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 3,034 | $267.5K | 0.05% | +64+2.2% | Added |
| ETF Store, Inc. | 3,039 | $267.9K | 0.15% | +3,039 | New |
| First Nebraska Trust Co | 3,044 | $268.4K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,056 | $269.4K | 0.00% | +323+11.8% | Added |
| Stone Run Capital, LLC | 3,060 | $269.8K | 0.10% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,077 | $270.5K | 0.02% | +3,077 | New |
| BBR Partners, LLC | 3,069 | $270.6K | 0.02% | +390+14.6% | Added |
| Meeder Advisory Services, Inc. | 3,074 | $271.0K | 0.03% | +107+3.6% | Added |
| Henshaw Capital LLC | 3,113 | $274.5K | 0.01% | 00.0% | Unchanged |
| Burney Co | 3,129 | $275.9K | 0.01% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,134 | $276.3K | 0.03% | +6+0.2% | Added |
| Successful Portfolios LLC | 3,134 | $276.4K | 0.19% | −29−0.9% | Reduced |
| Aspen Grove Capital, LLC | 3,157 | $278.8K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,179 | $280.3K | 0.01% | +3,179 | New |
| Jones Financial Companies LLLP | 3,197 | $281.9K | 0.00% | +1,158+56.8% | Added |
| Global Retirement Partners, LLC | 3,198 | $282.0K | 0.01% | +233+7.9% | Added |
| Knollwood Investment Advisory, LLC | 3,200 | $282.1K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,452 | $282.8K | 0.01% | +119+3.6% | Added |
| Wimmer Associates 1, LLC | 3,218 | $283.7K | 0.15% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 3,250 | $286.6K | 0.01% | −500−13.3% | Reduced |
| LWM Advisory Services, LLC | 3,255 | $287.3K | 0.23% | +3,255 | New |
| Procyon Private Wealth Partners, LLC | 3,264 | $287.8K | 0.02% | +498+18.0% | Added |
| TD Private Client Wealth LLC | 3,261 | $287.8K | 0.01% | +36+1.1% | Added |
| Equitable Holdings, Inc. | 3,265 | $287.9K | 0.00% | +161+5.2% | Added |
| Sivia Capital Partners, LLC | 3,273 | $288.6K | 0.20% | +23+0.7% | Added |
| Dynamic Advisor Solutions LLC | 3,302 | $291.1K | 0.01% | +101+3.2% | Added |
| Lake Street Advisors Group, LLC | 3,306 | $291.9K | 0.01% | −50−1.5% | Reduced |
| Bokf, NA | 3,328 | $292.5K | 0.01% | −50−1.5% | Reduced |
| Verity Asset Management, Inc. | 3,335 | $294.0K | 0.16% | +3,335 | New |
| SeaCrest Wealth Management, LLC | 3,350 | $295.4K | 0.04% | +24+0.7% | Added |
| LMG Wealth Partners, LLC | 3,361 | $296.3K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,384 | $298.6K | 0.04% | +740+28.0% | Added |
| Merriman Wealth Management, LLC | 3,422 | $302.2K | 0.01% | −28−0.8% | Reduced |
| Wunderlich Capital Managemnt | 3,430 | $302.4K | 0.14% | −470−12.1% | Reduced |
| Moneta Group Investment Advisors LLC | 2,532 | $302.4K | 0.00% | −905−26.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,465 | $305.3K | 0.00% | −100−2.8% | Reduced |
| Norden Group LLC | 3,472 | $306.1K | 0.06% | +3,472 | New |
| Capital Investment Advisors, LLC | 3,486 | $307.4K | 0.01% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 3,488 | $307.5K | 0.06% | +3,488 | New |
| Nixon Peabody Trust Co | 3,500 | $308.6K | 0.03% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,500 | $308.6K | 0.23% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,532 | $311.8K | 0.03% | +612+21.0% | Added |
| United Capital Financial Advisers, LLC | 3,584 | $316.0K | 0.00% | +80+2.3% | Added |
| Coastline Trust Co | 3,600 | $317.4K | 0.04% | −2,457−40.6% | Reduced |
| Sonata Capital Group Inc | 3,605 | $318.0K | 0.14% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,609 | $318.2K | 0.17% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,610 | $318.3K | 0.34% | +165+4.8% | Added |
| NBT Bank N A | 3,642 | $321.1K | 0.02% | −29−0.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,644 | $321.3K | 0.12% | −212−5.5% | Reduced |
| Montis Financial, LLC | 3,676 | $324.1K | 0.15% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,742 | $326.9K | 0.03% | 00.0% | Unchanged |
| Motco | 3,735 | $329.3K | 0.02% | +3,319+797.8% | Added |
| Passumpsic Savings Bank | 3,749 | $330.5K | 0.21% | +3,749 | New |
| Forum Financial Management, LP | 3,759 | $331.4K | 0.01% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,770 | $332.4K | 0.29% | −3,310−46.8% | Reduced |
| Patron Partners Advisors, LLC | 3,799 | $335.0K | 0.20% | −425−10.1% | Reduced |
| Triangle Securities Wealth Management | 3,805 | $335.5K | 0.10% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,822 | $337.0K | 0.06% | −215−5.3% | Reduced |
| NEOS Investment Management LLC | 3,850 | $339.5K | 0.02% | +154+4.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,953 | $341.6K | 0.00% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,900 | $344.0K | 0.04% | +1,167+42.7% | Added |
| Arkadios Wealth Advisors | 3,913 | $345.0K | 0.03% | −84−2.1% | Reduced |
| Capital Investment Counsel, LLC | 3,922 | $345.8K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,936 | $347.0K | 0.02% | +3,936 | New |
| PDS Planning, Inc | 3,946 | $347.9K | 0.04% | +161+4.3% | Added |
| Poehling Capital Management, LLC | 4,000 | $352.7K | 0.09% | 00.0% | Unchanged |
| Millennium Management LLC | 4,000 | $352.7K | 0.00% | −171,913−97.7% | Reduced |
| SRS Capital Advisors, Inc. | 4,017 | $354.2K | 0.04% | −39−1.0% | Reduced |
| Wilkinson Global Asset Management LLC | 4,035 | $355.8K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,042 | $356.3K | 0.03% | +17+0.4% | Added |
| Vident Advisory, LLC | 4,075 | $359.4K | 0.01% | +274+7.2% | Added |
| Atomi Financial Group, Inc. | 4,092 | $360.8K | 0.03% | +637+18.4% | Added |
| LCNB Corp | 4,096 | $361.1K | 0.13% | 00.0% | Unchanged |