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
- 967
- +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 | 958 | $47.6B |
| Q4 2025 | 967 | $45.3B |
| Q3 2025 | 952 | $45.9B |
| Q2 2025 | 994 | $51.5B |
| Q1 2025 | 976 | $46.0B |
| Q4 2024 | 999 | $47.5B |
| Q3 2024 | 982 | $57.1B |
| Q2 2024 | 970 | $52.7B |
| Q1 2024 | 967 | $59.4B |
| Q4 2023 | 950 | $53.4B |
| Q3 2023 | 904 | $51.2B |
| Q2 2023 | 884 | $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 |
|---|---|---|---|---|---|
| One + One Wealth Management, LLC | 5,593 | $493.1K | 0.28% | −50−0.9% | Reduced |
| Evergreen Capital Management LLC | 5,570 | $491.9K | 0.02% | +486+9.6% | Added |
| Dover Advisors, LLC | 5,539 | $488.4K | 0.33% | +2,932+112.5% | Added |
| Susquehanna International Group, LLP | 5,531 | $487.7K | 0.00% | +1,523+38.0% | Added |
| LGT Fund Management Co Ltd. | 5,527 | $487.5K | 0.20% | +2,927+112.6% | Added |
| Sigma Planning Corp | 5,447 | $480.3K | 0.02% | +5,447 | New |
| Ramirez Asset Management, Inc. | 5,402 | $476.3K | 0.10% | −446−7.6% | Reduced |
| First Affirmative Financial Network | 5,361 | $472.7K | 0.35% | +210+4.1% | Added |
| HBK Sorce Advisory LLC | 5,359 | $472.5K | 0.02% | −296−5.2% | Reduced |
| Concurrent Investment Advisors, LLC | 5,358 | $472.3K | 0.02% | −2,615−32.8% | Reduced |
| Schechter Investment Advisors, LLC | 5,325 | $469.9K | 0.04% | +479+9.9% | Added |
| Vista Investment Partners LLC | 5,316 | $468.7K | 0.16% | +20+0.4% | Added |
| Kestra Private Wealth Services, LLC | 5,267 | $464.4K | 0.01% | −686−11.5% | Reduced |
| Hyman Charles D | 5,240 | $462.0K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,188 | $457.5K | 0.04% | +378+7.9% | Added |
| Kovitz Investment Group Partners, LLC | 5,158 | $455.3K | 0.01% | +5,158 | New |
| Whittier Trust Co of Nevada Inc | 5,157 | $454.7K | 0.01% | −1,123−17.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 5,099 | $450.0K | 0.29% | +5,099 | New |
| E Fund Management Co., Ltd. | 5,099 | $449.6K | 0.03% | +5,099 | New |
| Chapin Davis, Inc. | 5,088 | $448.6K | 0.16% | +5,088 | New |
| Legacy Bridge, LLC | 5,085 | $448.3K | 0.26% | −259−4.8% | Reduced |
| Washington Trust Advisors, Inc. | 5,070 | $447.0K | 0.04% | −4,352−46.2% | Reduced |
| Quadrant Capital Group LLC | 5,060 | $446.3K | 0.04% | −343−6.3% | Reduced |
| Citizens National Bank Trust Department | 5,049 | $445.2K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,572 | $444.2K | 0.01% | +5,572 | New |
| Atlanta Consulting Group Advisors, LLC | 5,024 | $443.0K | 0.15% | +5,024 | New |
| First Commonwealth Financial Corp | 5,000 | $440.9K | 0.12% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,968 | $438.2K | 0.04% | +53+1.1% | Added |
| Boston Private Wealth LLC | 4,941 | $435.7K | 0.01% | +518+11.7% | Added |
| Ballentine Partners, LLC | 4,937 | $435.3K | 0.01% | −1,805−26.8% | Reduced |
| Pinnacle Financial Partners Inc | 4,906 | $432.7K | 0.01% | +20+0.4% | Added |
| PFG Investments, LLC | 4,898 | $431.9K | 0.03% | +4,898 | New |
| Viawealth, LLC | 4,885 | $430.7K | 0.27% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,872 | $429.6K | 0.08% | +882+22.1% | Added |
| iA Global Asset Management Inc. | 4,763 | $420.0K | 0.01% | −59,830−92.6% | Reduced |
| Allianz SE | 3,504 | $418.5K | 0.01% | +3,504 | New |
| Hunter Associates Investment Management LLC | 4,727 | $417.0K | 0.07% | +4,727 | New |
| Huntington National Bank | 4,722 | $416.3K | 0.00% | +1,612+51.8% | Added |
| Schnieders Capital Management LLC | 4,693 | $414.2K | 0.09% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,642 | $409.3K | 0.02% | +69+1.5% | Added |
| Bath Savings Trust Co | 4,595 | $405.1K | 0.04% | 00.0% | Unchanged |
| Foster Group, Inc. | 4,590 | $404.7K | 0.02% | +4,590 | New |
| XML Financial, LLC | 4,585 | $404.3K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 4,552 | $401.3K | 0.04% | +4,552 | New |
| Davidson Trust Co | 4,551 | $401.3K | 0.23% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 4,525 | $399.0K | 0.27% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,468 | $393.9K | 0.16% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,464 | $393.8K | 0.01% | +76+1.7% | Added |
| 9258 Wealth Management, LLC | 4,459 | $393.1K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,446 | $392.0K | 0.02% | +4,446 | New |
| Balentine LLC | 4,425 | $390.6K | 0.01% | +237+5.7% | Added |
| Exencial Wealth Advisors, LLC | 4,424 | $390.1K | 0.01% | −3,934−47.1% | Reduced |
| Bradley Foster & Sargent Inc | 4,373 | $385.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 4,372 | $385.5K | 0.04% | −275−5.9% | Reduced |
| Montag A & Associates Inc | 4,359 | $384.9K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 4,358 | $384.2K | 0.03% | +283+6.9% | Added |
| Bleakley Financial Group, LLC | 4,344 | $383.1K | 0.01% | +161+3.8% | Added |
| Simplicity Wealth,LLC | 4,314 | $380.4K | 0.01% | +4,314 | New |
| State of Wyoming | 4,300 | $379.5K | 0.06% | +4,300 | New |
| Toroso Investments, LLC | 4,297 | $378.9K | 0.01% | −659−13.3% | Reduced |
| Nova R Wealth, Inc. | 4,245 | $374.3K | 0.20% | +6+0.1% | Added |
| BLB&B Advisors, LLC | 4,230 | $373.4K | 0.02% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 4,200 | $370.3K | 0.09% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,199 | $370.2K | 0.05% | −4−0.1% | Reduced |
| Ironsides Asset Advisors, LLC | 4,140 | $365.0K | 0.13% | +4,140 | New |
| Peregrine Asset Advisers, Inc. | 4,126 | $363.8K | 0.15% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,117 | $363.0K | 0.08% | +126+3.2% | Added |
| LCNB Corp | 4,096 | $361.1K | 0.13% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,092 | $360.8K | 0.03% | +637+18.4% | Added |
| Vident Advisory, LLC | 4,075 | $359.4K | 0.01% | +274+7.2% | Added |
| Cyndeo Wealth Partners, LLC | 4,042 | $356.3K | 0.03% | +17+0.4% | Added |
| Wilkinson Global Asset Management LLC | 4,035 | $355.8K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,017 | $354.2K | 0.04% | −39−1.0% | Reduced |
| Millennium Management LLC | 4,000 | $352.7K | 0.00% | −171,913−97.7% | Reduced |
| Poehling Capital Management, LLC | 4,000 | $352.7K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,946 | $347.9K | 0.04% | +161+4.3% | Added |
| Prelude Capital Management, LLC | 3,936 | $347.0K | 0.02% | +3,936 | New |
| Capital Investment Counsel, LLC | 3,922 | $345.8K | 0.07% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,913 | $345.0K | 0.03% | −84−2.1% | Reduced |
| OneAscent Financial Services LLC | 3,900 | $344.0K | 0.04% | +1,167+42.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,953 | $341.6K | 0.00% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 3,850 | $339.5K | 0.02% | +154+4.2% | Added |
| Legacy Financial Advisors, Inc. | 3,822 | $337.0K | 0.06% | −215−5.3% | Reduced |
| Triangle Securities Wealth Management | 3,805 | $335.5K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,799 | $335.0K | 0.20% | −425−10.1% | Reduced |
| Emergent Wealth Advisors, LLC | 3,770 | $332.4K | 0.29% | −3,310−46.8% | Reduced |
| Forum Financial Management, LP | 3,759 | $331.4K | 0.01% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 3,749 | $330.5K | 0.21% | +3,749 | New |
| Motco | 3,735 | $329.3K | 0.02% | +3,319+797.8% | Added |
| Salomon & Ludwin, LLC | 3,742 | $326.9K | 0.03% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,676 | $324.1K | 0.15% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,644 | $321.3K | 0.12% | −212−5.5% | Reduced |
| NBT Bank N A | 3,642 | $321.1K | 0.02% | −29−0.8% | Reduced |
| Smart Portfolios, LLC | 3,610 | $318.3K | 0.34% | +165+4.8% | Added |
| Paragon Capital Management LLC | 3,609 | $318.2K | 0.17% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,605 | $318.0K | 0.14% | 00.0% | Unchanged |
| Coastline Trust Co | 3,600 | $317.4K | 0.04% | −2,457−40.6% | Reduced |
| United Capital Financial Advisers, LLC | 3,584 | $316.0K | 0.00% | +80+2.3% | Added |
| Naples Global Advisors, LLC | 3,532 | $311.8K | 0.03% | +612+21.0% | Added |
| Nixon Peabody Trust Co | 3,500 | $308.6K | 0.03% | 00.0% | Unchanged |