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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 3,774 | $322.9K | 0.01% | −295−7.2% | Reduced |
| Emergent Wealth Advisors, LLC | 3,770 | $322.5K | 0.24% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,757 | $321.4K | 0.01% | −2−0.1% | Reduced |
| Nations Financial Group Inc, | 3,754 | $321.2K | 0.02% | +1,011+36.9% | Added |
| Passumpsic Savings Bank | 3,749 | $320.7K | 0.21% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,676 | $314.4K | 0.11% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,609 | $308.7K | 0.16% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,604 | $308.3K | 0.00% | −92−2.5% | Reduced |
| Sonata Capital Group Inc | 3,605 | $308.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Camden Capital, LLC | 3,594 | $307.4K | 0.03% | +834+30.2% | Added |
| OneAscent Financial Services LLC | 3,578 | $307.0K | 0.22% | +122+3.5% | Added |
| Wedbush Securities Inc | 3,579 | $306.0K | 0.01% | −4,746−57.0% | Reduced |
| Sivia Capital Partners, LLC | 3,568 | $305.2K | 0.18% | +342+10.6% | Added |
| Equitable Holdings, Inc. | 3,567 | $305.1K | 0.00% | −4−0.1% | Reduced |
| Perigon Wealth Management, LLC | 3,566 | $305.0K | 0.01% | +424+13.5% | 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 |
| Capital Investment Advisors, LLC | 3,492 | $298.7K | 0.01% | +6+0.2% | Added |
| Murchinson Ltd. | 3,463 | $296.2K | 0.12% | +3,463 | New |
| Moneta Group Investment Advisors LLC | 3,452 | $295.3K | 0.00% | +892+34.8% | Added |
| Sterling Financial Group, Inc. | 3,442 | $294.4K | 0.13% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,419 | $292.5K | 0.15% | +139+4.2% | Added |
| LMG Wealth Partners, LLC | 3,361 | $287.5K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,315 | $283.6K | 0.01% | +2+0.1% | Added |
| Anchor Capital Advisors LLC | 3,309 | $283.0K | 0.01% | −41−1.2% | Reduced |
| Voya Investment Management LLC | 3,298 | $282.4K | 0.00% | −3,497−51.5% | Reduced |
| Nomura Holdings Inc | 3,300 | $282.3K | 0.00% | +400+13.8% | Added |
| Oxford Asset Management LLP | 3,283 | $280.8K | 0.23% | −2,114−39.2% | Reduced |
| PEAK6 Investments LLC | 3,279 | $280.5K | 0.01% | −6,113−65.1% | Reduced |
| Naples Global Advisors, LLC | 3,272 | $280.4K | 0.03% | −125−3.7% | Reduced |
| Washington Trust Bank | 3,247 | $277.7K | 0.03% | −1,021−23.9% | Reduced |
| First Citizens Bank & Trust Co | 3,224 | $275.8K | 0.01% | +122+3.9% | Added |
| Wimmer Associates 1, LLC | 3,218 | $275.3K | 0.13% | 00.0% | Unchanged |
| Tuttle Tactical Management | 3,209 | $274.5K | 1.49% | +417+14.9% | Added |
| SRS Capital Advisors, Inc. | 3,180 | $272.0K | 0.02% | −164−4.9% | Reduced |
| Stonegate Investment Group, LLC | 3,168 | $271.0K | 0.01% | −135−4.1% | Reduced |
| SeaCrest Wealth Management, LLC | 3,160 | $270.3K | 0.03% | +16+0.5% | Added |
| Atria Wealth Solutions, Inc. | 3,134 | $268.2K | 0.00% | +62+2.0% | Added |
| American National Bank | 3,126 | $267.4K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,114 | $266.7K | 0.01% | −23−0.7% | Reduced |
| Merriman Wealth Management, LLC | 3,105 | $266.0K | 0.01% | −317−9.3% | Reduced |
| Simon Quick Advisors, LLC | 3,083 | $263.7K | 0.02% | +3,083 | New |
| Stone Run Capital, LLC | 3,060 | $261.8K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,048 | $261.0K | 0.01% | +2,950+3,010.2% | Added |
| First Nebraska Trust Co | 3,044 | $260.4K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,037 | $259.8K | 0.01% | +135+4.7% | Added |
| Procyon Private Wealth Partners, LLC | 3,030 | $259.2K | 0.02% | +3,030 | New |
| Essex Savings Bank | 3,025 | $258.8K | 0.06% | 00.0% | Unchanged |
| Net Worth Advisory Group | 3,023 | $258.6K | 0.08% | +3,023 | New |
| Abacus Wealth Partners, LLC | 3,015 | $257.9K | 0.04% | +60+2.0% | Added |
| Quaker Wealth Management, LLC | 3,002 | $256.8K | 0.09% | +3,002 | New |
| Garrison Point Advisors, LLC | 3,000 | $256.6K | 0.16% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,953 | $252.6K | 0.01% | +41+1.4% | Added |
| Mission Wealth Management, LP | 2,937 | $251.2K | 0.01% | −4−0.1% | Reduced |
| Diversify Advisory Services, LLC | 3,154 | $251.2K | 0.01% | −243−7.2% | Reduced |
| Motco | 2,929 | $250.5K | 0.03% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,928 | $250.5K | 0.02% | +101+3.6% | Added |
| Oak Harbor Wealth Partners, LLC | 2,924 | $250.1K | 0.07% | 00.0% | Unchanged |
| Marathon Capital Management | 2,905 | $248.5K | 0.06% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 2,897 | $247.8K | 0.15% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,895 | $247.6K | 0.00% | +1,120+63.1% | Added |
| 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 |
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $246.6K | 0.09% | 00.0% | Unchanged |
| Burney Co | 2,869 | $245.4K | 0.01% | −183−6.0% | Reduced |
| CHB Investment Group, LLC | 2,860 | $245.0K | 0.13% | +2,860 | New |
| West Family Investments, Inc. | 2,858 | $244.5K | 0.08% | +2,858 | New |
| Dorsey & Whitney Trust CO LLC | 2,839 | $242.8K | 0.01% | −251−8.1% | Reduced |
| Successful Portfolios LLC | 2,809 | $240.2K | 0.16% | −37−1.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,803 | $239.8K | 0.11% | −497−15.1% | Reduced |
| Mirova | 2,800 | $239.5K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 2,798 | $239.3K | 0.15% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,779 | $237.7K | 0.06% | −464−14.3% | Reduced |
| Benjamin Edwards Inc | 2,743 | $234.9K | 0.00% | +2,743 | New |
| Financial Advisory Service, Inc. | 2,743 | $234.6K | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,742 | $234.6K | 0.09% | +93+3.5% | Added |
| Mattern Wealth Management LLC | 2,719 | $232.6K | 0.05% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,713 | $232.0K | 0.01% | −3,109−53.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,669 | $228.3K | 0.01% | +2,669 | New |
| Crestwood Advisors Group LLC | 2,659 | $227.5K | 0.00% | +2,659 | New |
| Evercore Wealth Management, LLC | 2,651 | $226.8K | 0.00% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,650 | $226.7K | 0.04% | −15−0.6% | Reduced |
| Banco Santander, S.A. | 2,645 | $226.3K | 0.00% | +21+0.8% | Added |
| WBH Advisory Inc | 2,627 | $224.7K | 0.02% | −315−10.7% | Reduced |
| Heritage Wealth Advisors | 2,625 | $224.5K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,625 | $224.5K | 0.05% | +225+9.4% | Added |
| 180 Wealth Advisors, LLC | 2,619 | $224.0K | 0.04% | −48−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 2,820 | $222.3K | 0.03% | +56+2.0% | Added |
| Garner Asset Management Corp | 2,590 | $222.0K | 0.10% | +20+0.8% | Added |
| ICONIQ Capital, LLC | 2,592 | $221.7K | 0.00% | +2,592 | New |
| EP Wealth Advisors, LLC | 2,589 | $221.5K | 0.00% | +2,589 | New |
| Boston Family Office LLC | 2,588 | $221.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,573 | $220.3K | 0.10% | +2,573 | New |
| Ronald Blue Trust, Inc. | 2,781 | $218.9K | 0.00% | −3,175−53.3% | Reduced |
| Lindbrook Capital, LLC | 2,539 | $217.2K | 0.02% | +794+45.5% | Added |
| Insight Advisors, LLC | 2,538 | $217.1K | 0.04% | +2,538 | New |
| Lake Street Advisors Group, LLC | 2,520 | $215.6K | 0.01% | −346−12.1% | Reduced |