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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 449 | $34.2K | 0.00% | +55+14.0% | Added |
| Addison Advisors LLC | 392 | $33.5K | 0.01% | +279+246.9% | Added |
| Live Oak Investment Partners | – | $32.3K | 0.03% | – | – |
| Ogorek Anthony Joseph | 375 | $32.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 362 | $31.0K | 0.00% | +130+56.0% | Added |
| ORG Partners LLC | 360 | $30.8K | 0.00% | −138−27.7% | Reduced |
| Avion Wealth | 351 | $30.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 345 | $29.5K | 0.01% | +337+4,212.5% | Added |
| Hexagon Capital Partners LLC | 325 | $27.8K | 0.01% | +41+14.4% | Added |
| McIlrath & Eck, LLC | 317 | $27.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 313 | $26.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 343 | $26.0K | 0.01% | +343 | New |
| Toth Financial Advisory Corp | 302 | $25.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 289 | $24.7K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 288 | $24.6K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 288 | $24.6K | 0.01% | +43+17.6% | Added |
| Peoples Bank | 288 | $24.6K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 281 | $24.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 277 | $23.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 247 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 242 | $20.7K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 234 | $20.0K | 0.01% | +81+52.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 241 | $20.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 225 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 213 | $18.0K | 0.00% | +99+86.8% | Added |
| Fortitude Family Office, LLC | 205 | $17.5K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 188 | $16.1K | 0.00% | +188 | New |
| Versant Capital Management, Inc | 184 | $15.8K | 0.00% | +121+192.1% | Added |
| Continuum Advisory, LLC | 206 | $15.6K | 0.00% | +35+20.5% | Added |
| Halpern Financial, Inc. | 185 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 167 | $14.3K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 159 | $13.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 150 | $12.8K | 0.00% | +41+37.6% | Added |
| JFS Wealth Advisors, LLC | 143 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 142 | $12.1K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 138 | $11.8K | 0.00% | +138 | New |
| Bell Investment Advisors, Inc | 134 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 141 | $11.0K | 0.00% | +3+2.2% | Added |
| Red Tortoise LLC | 128 | $10.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 122 | $10.4K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 119 | $10.2K | 0.00% | +119 | New |
| Pflug Koory, LLC | 115 | $9.84K | 0.00% | +115 | New |
| Skopos Labs, Inc. | 108 | $9.24K | 0.00% | +108 | New |
| Cherry Tree Wealth Management, LLC | 105 | $8.98K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 100 | $8.58K | 0.00% | +100 | New |
| Eagle Bay Advisors LLC | 94 | $8.04K | 0.00% | −31−24.8% | Reduced |
| Stephenson National Bank & Trust | 92 | $7.87K | 0.00% | +92 | New |
| Kiely Wealth Advisory Group, Inc. | 100 | $7.71K | 0.00% | +100 | New |
| Nemes Rush Group LLC | 85 | $7.49K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 83 | $7.13K | 0.00% | +33+66.0% | Added |
| Private Wealth Management Group, LLC | 83 | $7.10K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 80 | $6.84K | 0.00% | +80 | New |
| Hazlett, Burt & Watson, Inc. | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 78 | $6.00K | 0.00% | +3+4.0% | Added |
| Carolinas Wealth Consulting LLC | 64 | $5.44K | 0.00% | +5+8.5% | Added |
| Johnson Financial Group, Inc. | 59 | $5.06K | 0.00% | +59 | New |
| Highline Wealth Partners LLC | 58 | $4.96K | 0.00% | +31+114.8% | Added |
| Abound Wealth Management | 50 | $4.29K | 0.00% | +24+92.3% | Added |
| Kings Path Partners LLC | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $3.85K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 43 | $3.68K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 38 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $2.82K | 0.00% | −4−10.8% | Reduced |
| Coppell Advisory Solutions LLC | 32 | $2.73K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 31 | $2.65K | 0.00% | −49−61.3% | Reduced |
| Copley Financial Group, Inc. | 30 | $2.57K | 0.00% | +30 | New |
| Trifecta Capital Advisors, LLC | 28 | $2.40K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 26 | $2.22K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $2.14K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 23 | $1.97K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $1.80K | 0.00% | −535−96.2% | Reduced |
| True Wealth Design, LLC | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 103,195 | $1.21K | 0.00% | +101,989+8,456.8% | Added |
| Richardson Financial Services Inc. | 14 | $1.15K | 0.00% | +7+100.0% | Added |
| Kimelman & Baird, LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 10 | $855 | 0.00% | +10 | New |
| PSI Advisors, LLC | 2 | $171 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 0 | $36 | 0.00% | 0 | New |
| McClarren Financial Advisors, Inc. | 85 | – | – | +7+9.0% | Added |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −740,001−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −438,500−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −424,186−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −212,100−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −161,892−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −91,469−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −83,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −55,674−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −50,200−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −41,573−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −33,894−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −33,560−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −21,960−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −18,774−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −12,152−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −16,253−100.0% | Sold out |