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, Q4 2024
Institutional positions in Canadian Pacific Kansas City Ltd as of Dec 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
- 998
- +34 vs. Q3 2024
- Shares held
- 655.8M
- −11.7M (−1.7%) vs. Q3 2024
- Total value
- $47.5B
- −$9.51B (−16.7%) vs. Q3 2024
- New holders
- 147
- 312 more added
- Sold out
- 113
- 354 more reduced
17 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Canadian Pacific Kansas City Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 2,780 | $207.8K | 0.02% | −40−1.4% | Reduced |
| Stonegate Investment Group, LLC | 2,877 | $208.2K | 0.01% | −291−9.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,880 | $208.4K | 0.08% | 00.0% | Unchanged |
| Berkeley, Inc | 2,884 | $208.7K | 0.11% | −2,884−50.0% | Reduced |
| Boomfish Wealth Group, LLC | 2,884 | $208.7K | 0.13% | −13−0.4% | Reduced |
| Westport Asset Management Inc | 2,884 | $208.7K | 0.10% | 00.0% | Unchanged |
| Rebalance, LLC | 2,884 | $208.7K | 0.02% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,884 | $208.7K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,902 | $210.0K | 0.01% | −212−6.8% | Reduced |
| Marathon Capital Management | 2,905 | $210.2K | 0.05% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,923 | $211.5K | 0.06% | −10.0% | Reduced |
| GAMMA Investing LLC | 2,929 | $212.0K | 0.02% | +495+20.3% | Added |
| Trust Co of Vermont | 2,935 | $212.4K | 0.01% | −102−3.4% | Reduced |
| Fulton Bank, N.A. | 2,935 | $212.4K | 0.01% | +2,935 | New |
| Blue Barn Wealth, LLC | 2,937 | $212.6K | 0.11% | −482−14.1% | Reduced |
| Net Worth Advisory Group | 2,951 | $213.6K | 0.06% | −72−2.4% | Reduced |
| Sage Mountain Advisors LLC | 2,953 | $213.7K | 0.02% | +25+0.9% | Added |
| Abacus Wealth Partners, LLC | 2,955 | $213.9K | 0.03% | −60−2.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,956 | $213.9K | 0.02% | −204−6.5% | Reduced |
| Prudential Financial Inc | 2,981 | $215.7K | 0.00% | −27,894−90.3% | Reduced |
| Garrison Point Advisors, LLC | 3,000 | $217.1K | 0.10% | 00.0% | Unchanged |
| R Squared Ltd | 3,010 | $217.8K | 0.21% | +3,010 | New |
| Capital Analysts, LLC | 3,016 | $218.0K | 0.01% | −32−1.0% | Reduced |
| Ironsides Asset Advisors, LLC | 3,015 | $218.2K | 0.06% | −2,725−47.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,725 | $219.9K | 0.00% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,044 | $220.3K | 0.02% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 3,060 | $221.5K | 0.09% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,072 | $222.4K | 0.00% | −62−2.0% | Reduced |
| Nations Financial Group Inc, | 3,074 | $222.5K | 0.02% | −680−18.1% | Reduced |
| Sivia Capital Partners, LLC | 3,102 | $224.5K | 0.11% | −466−13.1% | Reduced |
| Essex Savings Bank | 3,114 | $225.4K | 0.06% | +89+2.9% | Added |
| Merriman Wealth Management, LLC | 3,116 | $225.9K | 0.01% | +11+0.4% | Added |
| American National Bank | 3,126 | $226.2K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,126 | $226.2K | 0.00% | +3,126 | New |
| Sage Investment Counsel LLC | 3,136 | $227.0K | 0.30% | +3,136 | New |
| Natixis | 3,161 | $228.8K | 0.00% | +3,161 | New |
| Rehmann Capital Advisory Group | 3,207 | $232.1K | 0.01% | +893+38.6% | Added |
| Arkadios Wealth Advisors | 3,208 | $232.2K | 0.01% | −824−20.4% | Reduced |
| Wimmer Associates 1, LLC | 3,218 | $232.9K | 0.12% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,232 | $233.9K | 0.01% | −83−2.5% | Reduced |
| Washington Trust Bank | 3,247 | $235.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,254 | $235.5K | 0.00% | +30+0.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,254 | $235.5K | 0.00% | −9,713−74.9% | Reduced |
| Tanager Wealth Management LLP | 3,271 | $237.2K | 0.03% | −2,599−44.3% | Reduced |
| Naples Global Advisors, LLC | 3,272 | $237.2K | 0.02% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 3,278 | $237.2K | 0.14% | +3,278 | New |
| Anchor Capital Advisors LLC | 3,309 | $239.5K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,357 | $242.9K | 0.01% | −489−12.7% | Reduced |
| Tranquility Partners, LLC | 3,359 | $243.1K | 0.09% | −2,307−40.7% | Reduced |
| LMG Wealth Partners, LLC | 3,361 | $243.2K | 0.05% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,290 | $244.1K | 0.03% | +3,290 | New |
| Paragon Capital Management LLC | 3,416 | $247.2K | 0.13% | −193−5.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,435 | $249.0K | 0.00% | +3,435 | New |
| Sigma Planning Corp | 3,449 | $249.6K | 0.01% | −325−8.6% | Reduced |
| Leslie Global Wealth, LLC | 3,481 | $251.9K | 0.12% | +3,481 | New |
| American Trust | 3,487 | $252.4K | 0.02% | −1,040−23.0% | Reduced |
| Capital Market Strategies LLC | 3,500 | $253.3K | 0.15% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,413 | $254.4K | 0.01% | −153−4.3% | Reduced |
| Concurrent Investment Advisors, LLC | 3,523 | $255.0K | 0.01% | +1,039+41.8% | Added |
| Founders Grove Wealth Partners, LLC | 3,548 | $256.8K | 0.07% | +3,548 | New |
| Wedbush Securities Inc | 3,558 | $257.0K | 0.01% | −21−0.6% | Reduced |
| Granite Group Advisors, LLC | 3,581 | $259.2K | 0.17% | −475−11.7% | Reduced |
| Advisor OS, LLC | 3,584 | $259.4K | 0.03% | −2,521−41.3% | Reduced |
| Nixon Peabody Trust Co | 3,585 | $259.4K | 0.02% | +85+2.4% | Added |
| Coastline Trust Co | 3,600 | $260.5K | 0.03% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,605 | $261.0K | 0.11% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,607 | $261.5K | 0.01% | −10,000−73.5% | Reduced |
| Asset Allocation & Management Company, LLC | 3,618 | $262.0K | 0.14% | +3,618 | New |
| Oak Family Advisors, LLC | 3,621 | $262.1K | 0.10% | +3,621 | New |
| Whittier Trust Co of Nevada Inc | 3,675 | $266.0K | 0.01% | −1,514−29.2% | Reduced |
| OneAscent Financial Services LLC | 3,745 | $271.0K | 0.02% | +167+4.7% | Added |
| Passumpsic Savings Bank | 3,749 | $271.3K | 0.17% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,770 | $272.8K | 0.20% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,770 | $272.8K | 0.01% | +1,295+52.3% | Added |
| Forum Financial Management, LP | 3,779 | $273.5K | 0.00% | +22+0.6% | Added |
| Patron Partners Advisors, LLC | 3,799 | $274.9K | 0.15% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,805 | $275.4K | 0.07% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 3,830 | $277.2K | 0.09% | +3,830 | New |
| Argonautica Private Wealth Management, Inc | 3,851 | $278.7K | 0.09% | +31+0.8% | Added |
| Global Retirement Partners, LLC | 3,868 | $279.9K | 0.01% | −1,490−27.8% | Reduced |
| Buckingham Strategic Partners | 3,882 | $280.9K | 0.00% | +102+2.7% | Added |
| Jefferies Financial Group Inc. | 3,964 | $286.9K | 0.00% | −276−6.5% | Reduced |
| Bleakley Financial Group, LLC | 3,985 | $288.4K | 0.01% | −98−2.4% | Reduced |
| Merit Financial Group, LLC | 3,986 | $288.5K | 0.01% | +3,986 | New |
| Poehling Capital Management, LLC | 4,000 | $289.5K | 0.07% | 00.0% | Unchanged |
| Alerus Financial NA | 4,005 | $289.8K | 0.02% | −30,452−88.4% | Reduced |
| United Capital Financial Advisers, LLC | 4,010 | $290.2K | 0.00% | +406+11.3% | Added |
| Quadrant Capital Group LLC | 4,009 | $290.3K | 0.02% | −701−14.9% | Reduced |
| Wilkinson Global Asset Management LLC | 4,035 | $292.0K | 0.02% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,044 | $292.7K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 4,096 | $296.4K | 0.11% | 00.0% | Unchanged |
| Straightline Group LLC | 4,099 | $296.6K | 0.19% | +4,099 | New |
| Montis Financial, LLC | 4,117 | $297.9K | 0.09% | +441+12.0% | Added |
| Clarius Group, LLC | 4,130 | $298.9K | 0.02% | −49−1.2% | Reduced |
| Twinbeech Capital LP | 4,158 | $300.9K | 0.01% | +1,675+67.5% | Added |
| Gsa Capital Partners LLP | 4,154 | $301.0K | 0.02% | −3,987−49.0% | Reduced |
| Foster Group, Inc. | 4,164 | $301.3K | 0.01% | −493−10.6% | Reduced |
| Simon Quick Advisors, LLC | 4,167 | $301.6K | 0.02% | +1,084+35.2% | Added |
| Baldwin Investment Management, LLC | 4,185 | $302.9K | 0.04% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,192 | $303.4K | 0.11% | 00.0% | Unchanged |