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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, Q2 2021

Institutional positions in Kansas City Southern as of Jun 30, 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
775
−5 vs. Q1 2021
Shares held
80.3M
+1.11M (+1.4%) vs. Q1 2021
Total value
$22.8B
+$1.86B (+8.9%) vs. Q1 2021
New holders
110
195 more added
Sold out
115
322 more reduced

6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 775 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 heldQ2 2021: $22.8B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Kansas City Southern; share changes are against Q1 2021.

Institutions holding KSU in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth122$35.0K0.01%00.0%Unchanged
Security National Trust Co116$33.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp105$30.0K0.00%00.0%Unchanged
City Holding Co100$28.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.95$27.0K0.00%00.0%Unchanged
Smithfield Trust Co92$26.0K0.00%00.0%Unchanged
Ellevest, Inc.89$25.0K0.00%−17−16.0%Reduced
Baystate Wealth Management LLC85$24.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC83$24.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.82$23.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC82$23.0K0.00%+2+2.5%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA80$22.7K0.03%+80New
Hantz Financial Services, Inc.74$21.0K0.00%−8−9.8%Reduced
Whittier Trust Co74$21.0K0.00%00.0%Unchanged
Pflug Koory, LLC75$21.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.71$20.1K0.01%00.0%Unchanged
Earnest Partners LLC71$20.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC68$19.0K0.00%00.0%Unchanged
Addison Advisors LLC62$18.0K0.01%+62New
Emfo, LLC62$18.0K0.02%+62New
Brewin Dolphin Ltd62$17.6K0.00%00.0%Unchanged
Brown Brothers Harriman & Co58$16.0K0.00%+7+13.7%Added
West Paces Advisors Inc.56$15.9K0.01%+56New
Farmers & Merchants Investments Inc50$14.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC48$14.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.50$14.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P47$13.0K0.00%00.0%Unchanged
Glassman Wealth Services47$13.0K0.00%+8+20.5%Added
Jones Financial Companies LLLP45$13.0K0.00%+31+221.4%Added
Lindbrook Capital, LLC40$11.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.34$10.0K0.00%−1−2.9%Reduced
Center for Financial Planning, Inc.33$9.00K0.00%−1,000−96.8%Reduced
BerganKDV Wealth Management, LLC32$9.00K0.00%−1−3.0%Reduced
Versant Capital Management, Inc33$9.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.33$9.00K0.00%+33New
Spire Wealth Management26$7.00K0.00%−3,179−99.2%Reduced
BDO Wealth Advisors, LLC25$7.00K0.00%00.0%Unchanged
Evoke Wealth, LLC26$7.00K0.00%00.0%Unchanged
Arkadios Wealth Advisors25$7.00K0.00%00.0%Unchanged
Resolute Partners Group26$7.00K0.00%+26New
Stonebridge Capital Advisors LLC20$6.00K0.00%−40−66.7%Reduced
Financial Management Professionals, Inc.22$6.00K0.00%00.0%Unchanged
Savior LLC20$6.00K0.01%00.0%Unchanged
Creative Financial Designs Inc20$6.00K0.00%+20New
Private Capital Group, LLC19$5.00K0.00%−2−9.5%Reduced
JCIC Asset Management Inc.15$5.00K0.00%00.0%Unchanged
San Francisco Sentry Investment Group (Ca)17$5.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.18$5.00K0.00%+6+50.0%Added
MV Capital Management, Inc.17$5.00K0.00%+13+325.0%Added
Riggs Asset Managment Co. Inc.17$5.00K0.00%+17New
Hudock, Inc.16$4.00K0.00%−6−27.3%Reduced
Arlington Partners LLC15$4.00K0.00%00.0%Unchanged
Crewe Advisors LLC15$4.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC13$4.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC13$4.00K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC14$4.00K0.00%+14New
USA Financial Portformulas Corp9$3.00K0.00%−4,092−99.8%Reduced
KB Financial Partners, LLC12$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC12$3.00K0.00%+12New
Clearstead Advisors, LLC10$3.00K0.00%+10New
Global Retirement Partners, LLC7$2.00K0.00%−15−68.2%Reduced
JJJ Advisors Inc.8$2.00K0.00%00.0%Unchanged
Retirement Group, LLC7$2.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.8$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC7$2.00K0.00%00.0%Unchanged
Standard Family Office LLC8$2.00K0.00%00.0%Unchanged
Exane Derivatives4$1.07K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC5$1.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.4$1.00K0.00%00.0%Unchanged
Concord Wealth Partners4$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC4$1.00K0.00%+4New
Strategic Blueprint, LLC2$1.00K0.00%+2New
Global Financial Private Client, LLC3$8540.00%00.0%Unchanged
Glazer Capital, LLC1$00.00%+1New
Capital Directions Investment Advisors, LLC1$00.00%+1New
Sustainable Growth Advisers, LP0$00.00%−708,187−100.0%Sold out
Cohen & Steers, Inc.0$00.00%−510,873−100.0%Sold out
Rothschild & Co Asset Management US Inc.0$00.00%−439,062−100.0%Sold out
Ardevora Asset Management LLP0$00.00%−260,723−100.0%Sold out
TOMS Capital Investment Management LP0$00.00%−205,864−100.0%Sold out
Falcon Edge Capital, LP0$00.00%−143,076−100.0%Sold out
Argent Capital Management LLC0$00.00%−129,695−100.0%Sold out
1832 Asset Management L.P.0$00.00%−114,818−100.0%Sold out
Scout Investments, Inc.0$00.00%−111,321−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−110,731−100.0%Sold out
Castleark Management LLC0$00.00%−98,350−100.0%Sold out
RWC Asset Management LLP0$00.00%−94,349−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−91,914−100.0%Sold out
Employees Retirement System of Texas0$00.00%−91,582−100.0%Sold out
Duff & Phelps Investment Management Co0$00.00%−89,320−100.0%Sold out
Artemis Investment Management LLP0$00.00%−67,540−100.0%Sold out
Sandbar Asset Management LLP0$00.00%−66,775−100.0%Sold out
Shellback Capital, LP0$00.00%−50,000−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−49,068−100.0%Sold out
Adams Diversified Equity Fund, Inc.0$00.00%−48,300−100.0%Sold out
Wealthstreet Investment Advisors, LLC0$00.00%−37,611−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−34,786−100.0%Sold out
Zimmer Partners, LP0$00.00%−30,000−100.0%Sold out
NFJ Investment Group, LLC0$00.00%−28,119−100.0%Sold out
Boston Common Asset Management, LLC0$00.00%−25,230−100.0%Sold out