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, Q3 2024
Institutional positions in Canadian Pacific Kansas City Ltd as of Sep 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
- 981
- +24 vs. Q2 2024
- Shares held
- 668.6M
- +446.2K (+0.1%) vs. Q2 2024
- Total value
- $57.1B
- +$4.50B (+8.5%) vs. Q2 2024
- New holders
- 96
- 350 more added
- Sold out
- 72
- 327 more reduced
12 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Canadian Pacific Kansas City Ltd; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 2,719 | $232.6K | 0.05% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,742 | $234.6K | 0.09% | +93+3.5% | Added |
| Financial Advisory Service, Inc. | 2,743 | $234.6K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,743 | $234.9K | 0.00% | +2,743 | New |
| Atlanta Consulting Group Advisors, LLC | 2,779 | $237.7K | 0.06% | −464−14.3% | Reduced |
| Hara Capital LLC | 2,798 | $239.3K | 0.15% | 00.0% | Unchanged |
| Mirova | 2,800 | $239.5K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,803 | $239.8K | 0.11% | −497−15.1% | Reduced |
| Successful Portfolios LLC | 2,809 | $240.2K | 0.16% | −37−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,839 | $242.8K | 0.01% | −251−8.1% | Reduced |
| West Family Investments, Inc. | 2,858 | $244.5K | 0.08% | +2,858 | New |
| CHB Investment Group, LLC | 2,860 | $245.0K | 0.13% | +2,860 | New |
| Burney Co | 2,869 | $245.4K | 0.01% | −183−6.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $246.6K | 0.09% | 00.0% | Unchanged |
| Westport Asset Management Inc | 2,884 | $246.7K | 0.12% | 00.0% | Unchanged |
| Rebalance, LLC | 2,884 | $246.7K | 0.02% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,884 | $246.7K | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,895 | $247.6K | 0.00% | +1,120+63.1% | Added |
| Boomfish Wealth Group, LLC | 2,897 | $247.8K | 0.15% | 00.0% | Unchanged |
| Marathon Capital Management | 2,905 | $248.5K | 0.06% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,924 | $250.1K | 0.07% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,928 | $250.5K | 0.02% | +101+3.6% | Added |
| Motco | 2,929 | $250.5K | 0.03% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,154 | $251.2K | 0.01% | −243−7.2% | Reduced |
| Mission Wealth Management, LP | 2,937 | $251.2K | 0.01% | −4−0.1% | Reduced |
| Citizens Financial Group Inc | 2,953 | $252.6K | 0.01% | +41+1.4% | Added |
| Garrison Point Advisors, LLC | 3,000 | $256.6K | 0.16% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3,002 | $256.8K | 0.09% | +3,002 | New |
| Abacus Wealth Partners, LLC | 3,015 | $257.9K | 0.04% | +60+2.0% | Added |
| Net Worth Advisory Group | 3,023 | $258.6K | 0.08% | +3,023 | New |
| Essex Savings Bank | 3,025 | $258.8K | 0.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,030 | $259.2K | 0.02% | +3,030 | New |
| Trust Co of Vermont | 3,037 | $259.8K | 0.01% | +135+4.7% | Added |
| First Nebraska Trust Co | 3,044 | $260.4K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,048 | $261.0K | 0.01% | +2,950+3,010.2% | Added |
| Stone Run Capital, LLC | 3,060 | $261.8K | 0.10% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,083 | $263.7K | 0.02% | +3,083 | New |
| Merriman Wealth Management, LLC | 3,105 | $266.0K | 0.01% | −317−9.3% | Reduced |
| TD Private Client Wealth LLC | 3,114 | $266.7K | 0.01% | −23−0.7% | Reduced |
| American National Bank | 3,126 | $267.4K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,134 | $268.2K | 0.00% | +62+2.0% | Added |
| SeaCrest Wealth Management, LLC | 3,160 | $270.3K | 0.03% | +16+0.5% | Added |
| Stonegate Investment Group, LLC | 3,168 | $271.0K | 0.01% | −135−4.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,180 | $272.0K | 0.02% | −164−4.9% | Reduced |
| Tuttle Tactical Management | 3,209 | $274.5K | 1.49% | +417+14.9% | Added |
| Wimmer Associates 1, LLC | 3,218 | $275.3K | 0.13% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,224 | $275.8K | 0.01% | +122+3.9% | Added |
| Washington Trust Bank | 3,247 | $277.7K | 0.03% | −1,021−23.9% | Reduced |
| Naples Global Advisors, LLC | 3,272 | $280.4K | 0.03% | −125−3.7% | Reduced |
| PEAK6 Investments LLC | 3,279 | $280.5K | 0.01% | −6,113−65.1% | Reduced |
| Oxford Asset Management LLP | 3,283 | $280.8K | 0.23% | −2,114−39.2% | Reduced |
| Nomura Holdings Inc | 3,300 | $282.3K | 0.00% | +400+13.8% | Added |
| Voya Investment Management LLC | 3,298 | $282.4K | 0.00% | −3,497−51.5% | Reduced |
| Anchor Capital Advisors LLC | 3,309 | $283.0K | 0.01% | −41−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,315 | $283.6K | 0.01% | +2+0.1% | Added |
| LMG Wealth Partners, LLC | 3,361 | $287.5K | 0.07% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,419 | $292.5K | 0.15% | +139+4.2% | Added |
| Sterling Financial Group, Inc. | 3,442 | $294.4K | 0.13% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,452 | $295.3K | 0.00% | +892+34.8% | Added |
| Murchinson Ltd. | 3,463 | $296.2K | 0.12% | +3,463 | New |
| Capital Investment Advisors, LLC | 3,492 | $298.7K | 0.01% | +6+0.2% | Added |
| Nixon Peabody Trust Co | 3,500 | $299.4K | 0.02% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,500 | $299.4K | 0.18% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,566 | $305.0K | 0.01% | +424+13.5% | Added |
| Equitable Holdings, Inc. | 3,567 | $305.1K | 0.00% | −4−0.1% | Reduced |
| Sivia Capital Partners, LLC | 3,568 | $305.2K | 0.18% | +342+10.6% | Added |
| Wedbush Securities Inc | 3,579 | $306.0K | 0.01% | −4,746−57.0% | Reduced |
| OneAscent Financial Services LLC | 3,578 | $307.0K | 0.22% | +122+3.5% | Added |
| Camden Capital, LLC | 3,594 | $307.4K | 0.03% | +834+30.2% | Added |
| Coastline Trust Co | 3,600 | $307.9K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,600 | $307.9K | 0.02% | +238+7.1% | Added |
| Sonata Capital Group Inc | 3,605 | $308.0K | 0.13% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,604 | $308.3K | 0.00% | −92−2.5% | Reduced |
| Paragon Capital Management LLC | 3,609 | $308.7K | 0.16% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,676 | $314.4K | 0.11% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 3,749 | $320.7K | 0.21% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,754 | $321.2K | 0.02% | +1,011+36.9% | Added |
| Forum Financial Management, LP | 3,757 | $321.4K | 0.01% | −2−0.1% | Reduced |
| Emergent Wealth Advisors, LLC | 3,770 | $322.5K | 0.24% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,774 | $322.9K | 0.01% | −295−7.2% | Reduced |
| Buckingham Strategic Partners | 3,780 | $323.4K | 0.01% | −1,978−34.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,783 | $323.6K | 0.01% | −4,299−53.2% | Reduced |
| Patron Partners Advisors, LLC | 3,799 | $325.0K | 0.18% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,805 | $325.5K | 0.08% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,820 | $326.8K | 0.11% | +20+0.5% | Added |
| Tradewinds, LLC. | 3,823 | $327.0K | 0.10% | +319+9.1% | Added |
| NEOS Investment Management LLC | 3,837 | $328.2K | 0.01% | +1,060+38.2% | Added |
| Axxcess Wealth Management, LLC | 3,846 | $328.9K | 0.01% | −69−1.8% | Reduced |
| Poehling Capital Management, LLC | 4,000 | $342.2K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,032 | $344.9K | 0.02% | −236−5.5% | Reduced |
| Wilkinson Global Asset Management LLC | 4,035 | $345.2K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,040 | $345.6K | 0.04% | +4,040 | New |
| Knollwood Investment Advisory, LLC | 4,044 | $345.9K | 0.04% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 4,056 | $346.9K | 0.22% | −1,233−23.3% | Reduced |
| Bleakley Financial Group, LLC | 4,083 | $349.2K | 0.01% | −137−3.2% | Reduced |
| LCNB Corp | 4,096 | $350.4K | 0.12% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 4,155 | $355.4K | 0.04% | −136−3.2% | Reduced |
| LWM Advisory Services, LLC | 4,157 | $356.0K | 0.26% | +992+31.3% | Added |
| Clarius Group, LLC | 4,179 | $357.5K | 0.03% | −832−16.6% | Reduced |
| Baldwin Investment Management, LLC | 4,185 | $358.0K | 0.04% | 00.0% | Unchanged |