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, Q2 2024
Institutional positions in Canadian Pacific Kansas City Ltd as of Jun 30, 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
- 969
- +16 vs. Q1 2024
- Shares held
- 669.3M
- −793.8K (−0.1%) vs. Q1 2024
- Total value
- $52.7B
- −$6.47B (−10.9%) vs. Q1 2024
- New holders
- 97
- 311 more added
- Sold out
- 81
- 360 more reduced
13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Canadian Pacific Kansas City Ltd; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patron Partners Advisors, LLC | 3,799 | $299.1K | 0.18% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,770 | $296.8K | 0.24% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,759 | $295.9K | 0.01% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 3,749 | $295.2K | 0.21% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,742 | $294.6K | 0.05% | −80−2.1% | Reduced |
| Venturi Wealth Management, LLC | 3,738 | $294.3K | 0.02% | +3,162+549.0% | Added |
| United Capital Financial Advisers, LLC | 3,696 | $291.0K | 0.00% | +112+3.1% | Added |
| Montis Financial, LLC | 3,676 | $289.4K | 0.13% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,609 | $284.1K | 0.15% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,605 | $284.0K | 0.15% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,601 | $283.5K | 0.01% | −823−18.6% | Reduced |
| Coastline Trust Co | 3,600 | $283.4K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,571 | $281.1K | 0.00% | +306+9.4% | Added |
| Tradewinds, LLC. | 3,504 | $275.9K | 0.08% | +3,504 | New |
| Moneta Group Investment Advisors LLC | 2,560 | $275.8K | 0.00% | +28+1.1% | Added |
| Nixon Peabody Trust Co | 3,500 | $275.6K | 0.02% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,500 | $275.6K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,486 | $274.5K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 3,463 | $272.6K | 0.00% | +3,463 | New |
| OneAscent Financial Services LLC | 3,456 | $272.0K | 0.04% | −444−11.4% | Reduced |
| Sterling Financial Group, Inc. | 3,442 | $271.0K | 0.12% | +3,442 | New |
| Merriman Wealth Management, LLC | 3,422 | $269.9K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,397 | $267.9K | 0.03% | −135−3.8% | Reduced |
| Diversify Advisory Services, LLC | 3,397 | $266.5K | 0.01% | +320+10.4% | Added |
| Wunderlich Capital Managemnt | 3,380 | $266.1K | 0.12% | −50−1.5% | Reduced |
| Ethic Inc. | 3,370 | $265.3K | 0.01% | +3,370 | New |
| Meeder Advisory Services, Inc. | 3,362 | $264.7K | 0.02% | +288+9.4% | Added |
| LMG Wealth Partners, LLC | 3,361 | $264.6K | 0.07% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,350 | $263.7K | 0.01% | −3,213−49.0% | Reduced |
| SRS Capital Advisors, Inc. | 3,344 | $263.3K | 0.03% | −673−16.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,313 | $260.9K | 0.01% | −139−4.0% | Reduced |
| Stonegate Investment Group, LLC | 3,303 | $260.0K | 0.01% | +941+39.8% | Added |
| Baker Tilly Wealth Management, LLC | 3,300 | $259.8K | 0.11% | −2,435−42.5% | Reduced |
| Blue Barn Wealth, LLC | 3,280 | $258.2K | 0.14% | +281+9.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,243 | $255.3K | 0.06% | −1,781−35.4% | Reduced |
| First Hawaiian Bank | 3,235 | $254.7K | 0.01% | −14,478−81.7% | Reduced |
| Sivia Capital Partners, LLC | 3,226 | $254.0K | 0.17% | −47−1.4% | Reduced |
| Wimmer Associates 1, LLC | 3,218 | $253.4K | 0.13% | 00.0% | Unchanged |
| Henshaw Capital LLC | 3,181 | $250.4K | 0.01% | +68+2.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,165 | $249.3K | 0.00% | −300−8.7% | Reduced |
| LWM Advisory Services, LLC | 3,165 | $249.2K | 0.21% | −90−2.8% | Reduced |
| Angeles Wealth Management, LLC | 3,150 | $248.0K | 0.02% | +16+0.5% | Added |
| SeaCrest Wealth Management, LLC | 3,144 | $247.5K | 0.03% | −206−6.1% | Reduced |
| Perigon Wealth Management, LLC | 3,142 | $247.4K | 0.01% | −37−1.2% | Reduced |
| Ironsides Asset Advisors, LLC | 3,140 | $247.2K | 0.08% | −1,000−24.2% | Reduced |
| TD Private Client Wealth LLC | 3,137 | $247.0K | 0.01% | −124−3.8% | Reduced |
| American National Bank | 3,126 | $246.1K | 0.03% | +150+5.0% | Added |
| Greenland Capital Management LP | 3,120 | $245.6K | 0.05% | −4,678−60.0% | Reduced |
| Concurrent Investment Advisors, LLC | 3,102 | $244.2K | 0.01% | −2,256−42.1% | Reduced |
| First Citizens Bank & Trust Co | 3,102 | $244.2K | 0.00% | +218+7.6% | Added |
| Dorsey & Whitney Trust CO LLC | 3,090 | $243.3K | 0.02% | +378+13.9% | Added |
| Atria Wealth Solutions, Inc. | 3,072 | $241.9K | 0.00% | −5,803−65.4% | Reduced |
| Stone Run Capital, LLC | 3,060 | $240.9K | 0.10% | 00.0% | Unchanged |
| Burney Co | 3,052 | $240.3K | 0.01% | −77−2.5% | Reduced |
| Readystate Asset Management LP | 3,051 | $240.2K | 0.01% | +3,051 | New |
| First Nebraska Trust Co | 3,044 | $239.7K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 3,025 | $238.1K | 0.06% | +64+2.2% | Added |
| Garrison Point Advisors, LLC | 3,000 | $236.2K | 0.16% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,955 | $232.6K | 0.04% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,942 | $231.6K | 0.02% | −50−1.7% | Reduced |
| Mission Wealth Management, LP | 2,941 | $231.5K | 0.01% | +71+2.5% | Added |
| Motco | 2,929 | $230.6K | 0.01% | −806−21.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,924 | $230.2K | 0.07% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,912 | $229.3K | 0.01% | +2,912 | New |
| Marathon Capital Management | 2,905 | $228.7K | 0.06% | +2,905 | New |
| Trust Co of Vermont | 2,902 | $228.5K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,900 | $228.3K | 0.00% | −4,500−60.8% | Reduced |
| Boomfish Wealth Group, LLC | 2,897 | $228.1K | 0.15% | +13+0.5% | Added |
| MQS Management LLC | 2,897 | $228.1K | 0.14% | +2,897 | New |
| Westport Asset Management Inc | 2,884 | $227.1K | 0.11% | 00.0% | Unchanged |
| Rebalance, LLC | 2,884 | $227.1K | 0.02% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,884 | $227.1K | 0.09% | 00.0% | Unchanged |
| Berkeley, Inc | 2,884 | $227.1K | 0.14% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $226.8K | 0.09% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,866 | $226.0K | 0.01% | −440−13.3% | Reduced |
| Successful Portfolios LLC | 2,846 | $224.1K | 0.16% | −288−9.2% | Reduced |
| Sage Mountain Advisors LLC | 2,827 | $222.6K | 0.02% | +2,827 | New |
| 180 Wealth Advisors, LLC | 2,667 | $222.1K | 0.04% | 00.0% | Unchanged |
| Tuttle Tactical Management | 2,792 | $221.6K | 1.33% | +2,792 | New |
| Mirova | 2,800 | $220.4K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 2,798 | $220.3K | 0.14% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 2,777 | $218.6K | 0.01% | −1,073−27.9% | Reduced |
| Camden Capital, LLC | 2,760 | $217.3K | 0.02% | +2,760 | New |
| AE Wealth Management LLC | 2,759 | $217.2K | 0.00% | +2,759 | New |
| Nations Financial Group Inc, | 2,743 | $216.0K | 0.02% | −30−1.1% | Reduced |
| Financial Advisory Service, Inc. | 2,743 | $215.9K | 0.02% | +10.0% | Added |
| Sunpointe, LLC | 2,720 | $214.5K | 0.14% | +314+13.1% | Added |
| Mattern Wealth Management LLC | 2,719 | $214.1K | 0.05% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,718 | $214.0K | 0.02% | −351−11.4% | Reduced |
| Fidelis Capital Partners, LLC | 2,764 | $213.9K | 0.03% | +25+0.9% | Added |
| Buffington Mohr McNeal | 2,665 | $209.8K | 0.04% | +15+0.6% | Added |
| Aspen Grove Capital, LLC | 2,656 | $209.5K | 0.05% | −501−15.9% | Reduced |
| Evercore Wealth Management, LLC | 2,651 | $208.7K | 0.00% | −73−2.7% | Reduced |
| Veracity Capital LLC | 2,649 | $208.6K | 0.09% | −57−2.1% | Reduced |
| Boston Financial Mangement LLC | 2,635 | $207.5K | 0.01% | −15−0.6% | Reduced |
| Heritage Wealth Advisors | 2,625 | $206.7K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,624 | $206.6K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,588 | $204.0K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,579 | $203.0K | 0.01% | −442−14.6% | Reduced |
| Garner Asset Management Corp | 2,570 | $202.0K | 0.10% | +2,570 | New |