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Kansas City Southern

KSUDelisted Dec 14, 2021
Industry
Railroads, Line-Haul Operating
SEC CIK
0000054480

Kansas City Southern was delisted on Dec 14, 2021; its insiders filed their last Form 4 on Dec 15, 2021; 735 institutions reported holding it in 13F filings for Q3 2021, worth $22.0B in total; 3 superinvestors held it, including Gates Foundation Trust and Maverick Capital.

13F holders, Q1 2021

Institutional positions in Kansas City Southern as of Mar 31, 2021. 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
786
No complete 13F data for Q4 2020
Shares held
80.1M
No complete 13F data for Q4 2020
Total value
$21.1B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting KSU 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.

Institutional holdersQ1 2021: 786 institutions
Q1 2021: 786 institutionsQ2 2021: 775 institutionsQ3 2021: 735 institutionsQ4 2021: 4 institutionsQ1 2022: 2 institutionsQ2 2022: 1 institutionQ3 2022: 1 institutionQ4 2022: 1 institutionQ1 2023: 1 institutionQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 2 institutionsQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 2 institutionsQ2 2026: 1 institution
Value heldQ1 2021: $21.1B
Q1 2021: $21.1BQ2 2021: $22.8BQ3 2021: $22.0BQ4 2021: $598.0KQ1 2022: $1.46MQ2 2022: $0Q3 2022: $0Q4 2022: $294Q1 2023: $294Q2 2023: $294Q3 2023: $294Q4 2023: $294Q1 2024: $294Q2 2024: $294Q3 2024: $294Q4 2024: $483.3KQ1 2025: $294Q2 2025: $294Q3 2025: $294Q4 2025: $294Q1 2026: $1.13MQ2 2026: $294
Institutions holding KSU and their total value by quarter
QuarterHoldersValue
Q2 20261$294
Q1 20262$1.13M
Q4 20251$294
Q3 20251$294
Q2 20251$294
Q1 20251$294
Q4 20242$483.3K
Q3 20241$294
Q2 20241$294
Q1 20241$294
Q4 20231$294
Q3 20231$294
Q2 20231$294
Q1 20231$294
Q4 20221$294
Q3 20221$0
Q2 20221$0
Q1 20222$1.46M
Q4 20214$598.0K
Q3 2021735$22.0B
Q2 2021775$22.8B
Q1 2021786$21.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Kansas City Southern.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding KSU in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC1,879$00.00%––
Global Financial Private Client, LLC3$8010.00%––
Thompson Siegel & Walmsley LLC5$1.00K0.00%––
Tarbox Family Office, Inc.4$1.00K0.00%––
MV Capital Management, Inc.4$1.00K0.00%––
Concord Wealth Partners4$1.00K0.00%––
Exane Derivatives4$1.06K0.00%––
JJJ Advisors Inc.8$2.00K0.00%––
Cranbrook Wealth Management, LLC8$2.00K0.00%––
MPS Loria Financial Planners, LLC10$2.00K0.00%––
Retirement Group, LLC7$2.00K0.00%––
Graves-Light Private Wealth Management, Inc.8$2.00K0.00%––
Carolinas Wealth Consulting LLC7$2.00K0.00%––
Standard Family Office LLC8$2.00K0.00%––
Benjamin F. Edwards & Company, Inc.12$3.00K0.00%––
FinTrust Capital Advisors, LLC13$3.00K0.00%––
Prestige Wealth Management Group LLC13$3.00K0.00%––
Meridian Wealth Partners, LLC13$3.00K0.00%––
CVA Family Office, LLC10$3.00K0.00%––
Alpha DNA Investment Management LLC13$3.00K0.00%––
KB Financial Partners, LLC12$3.00K0.00%––
Jones Financial Companies LLLP14$4.00K0.00%––
Arlington Partners LLC15$4.00K0.00%––
JCIC Asset Management Inc.15$4.00K0.00%––
San Francisco Sentry Investment Group (Ca)17$4.00K0.00%––
Crewe Advisors LLC15$4.00K0.00%––
Massmutual Trust Co FSB19$5.00K0.00%––
Savior LLC20$5.00K0.01%––
Hudock, Inc.22$6.00K0.00%––
Financial Management Professionals, Inc.22$6.00K0.00%––
Private Capital Group, LLC21$6.00K0.00%––
Global Retirement Partners, LLC22$6.00K0.00%––
Arkadios Wealth Advisors25$6.00K0.00%––
BDO Wealth Advisors, LLC25$7.00K0.00%––
Evoke Wealth, LLC26$7.00K0.00%––
BerganKDV Wealth Management, LLC33$9.00K0.00%––
Zions Bancorporation, N.A.35$9.00K0.00%––
Versant Capital Management, Inc33$9.00K0.00%––
Glassman Wealth Services39$10.0K0.00%––
Lindbrook Capital, LLC40$11.0K0.00%––
Loomis Sayles & Co L P47$12.0K0.00%––
RMR Wealth Builders46$12.0K0.00%––
Brown Brothers Harriman & Co51$13.0K0.00%––
Farmers & Merchants Investments Inc50$13.0K0.00%––
Tradewinds Capital Management, LLC48$13.0K0.00%––
Global Wealth Management Investment Advisory, Inc.50$13.0K0.00%––
Stonebridge Capital Advisors LLC60$16.0K0.00%––
Brewin Dolphin Ltd62$16.4K0.00%––
Evolution Wealth Advisors, LLC68$18.0K0.00%––
Sutton Wealth Advisors Inc.71$18.7K0.01%––
Earnest Partners LLC71$19.0K0.00%––
Regency Capital Management Inc.72$19.0K0.02%––
Whittier Trust Co74$20.0K0.00%––
Pflug Koory, LLC75$20.0K0.01%––
Gemmer Asset Management LLC80$21.0K0.00%––
Hantz Financial Services, Inc.82$22.0K0.00%––
Baystate Wealth Management LLC85$22.0K0.00%––
Column Capital Advisors, LLC83$22.0K0.00%––
TCI Wealth Advisors, Inc.82$22.0K0.01%––
Smithfield Trust Co92$24.0K0.00%––
Westside Investment Management, Inc.95$25.0K0.00%––
City Holding Co100$26.0K0.00%––
Harding Loevner LP101$27.0K0.00%––
Toth Financial Advisory Corp105$28.0K0.00%––
Ellevest, Inc.106$28.0K0.00%––
Security National Trust Co116$31.0K0.01%––
Avion Wealth122$32.0K0.01%––
Professional Financial Advisors, LLC125$33.0K0.02%––
CX Institutional130$34.0K0.00%––
First Horizon Corp133$35.0K0.00%––
State of Wyoming131$35.0K0.06%––
CWM, LLC127$36.0K0.00%––
Jacobi Capital Management LLC153$40.0K0.01%––
First Horizon Advisors, Inc.154$41.0K0.00%––
Hall Laurie J Trustee180$48.0K0.02%––
Sugarloaf Wealth Management, LLC183$48.0K0.01%––
Resources Management Corp185$49.0K0.01%––
Sage Private Wealth Group, LLC184$49.0K0.08%––
CSat Investment Advisory, L.P.196$52.0K0.04%––
AlphaMark Advisors, LLC200$53.0K0.02%––
Hanson & Doremus Investment Management202$53.0K0.01%––
Parkside Financial Bank & Trust201$53.0K0.02%––
Knuff & Co LLC200$53.0K0.02%––
Key Financial Inc201$53.0K0.03%––
Rosenberg Matthew Hamilton200$53.0K0.03%––
Annapolis Financial Services, LLC200$53.0K0.02%––
Harbor Investment Advisory, LLC210$55.0K0.01%––
Allworth Financial LP214$56.0K0.00%––
Bedel Financial Consulting, Inc.222$59.0K0.02%––
Penserra Capital Management LLC231$60.0K0.00%––
Huntington National Bank232$61.0K0.00%––
Sonora Investment Management, LLC236$62.0K0.00%––
Carroll Financial Associates, Inc.236$62.0K0.00%––
HM Payson & Co251$66.0K0.00%––
TD Ameritrade Investment Management, LLC324$66.0K0.00%––
Berman Capital Advisors, LLC253$66.0K0.01%––
Glen Eagle Advisors, LLC265$69.9K0.02%––
Lazard Asset Management LLC278$73.0K0.00%––
Harvest Fund Management Co., Ltd282$74.0K0.01%––
Northwest Investment Counselors, LLC288$76.0K0.02%––