CP · Company research
Canadian Pacific Kansas City Limited (CP): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7541 | 653409 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14950 | 1295427 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87504 | 7582198 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GARDNER LEWIS ASSET MANAGEMENT L P | 941560 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10567 | 915631 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Acropolis Investment Management, LLC | 1318601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1174 | 101745 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6697 | 580296 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cohen Klingenstein LLC | 1453620 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106742 | 9249194 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5710 | 494772 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CONWAY CAPITAL MANAGEMENT, INC. | 2044929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15353 | 1330364 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WGI DM, LLC | 2059126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 431324 | 37374225 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Morey & Quinn Wealth Partners, LLC | 2055521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5668 | 491132 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177013 | 13672 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1833 | 158828 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Skye Global Management LP | 1675884 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142000 | 12304300 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Scharf Investments, LLC | 1463746 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40452 | 3505200 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279 | 24218 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Pacifica Partners Inc. | 1799900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1956 | 170159 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6829 | 591733 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| World Investment Advisors | 1652594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6017 | 476161 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3271 | 283432 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sigma Planning Corp | 1449126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2898 | 251150 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SHELTON WEALTH MANAGEMENT, LLC | 1903883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21504 | 1863323 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5199 | 450505 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7171 | 621357 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4727 | 409588 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17612 | 1526080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14588459 | 1264350251 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Walker Asset Management, LLC | 1923053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5214 | 451793 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ariadne Wealth Management, LP | 2034793 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5473 | 474237 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2139683 | 185321273 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Asset One Wealth Management LLC | 2110759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22087 | 1998211 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VISTA INVESTMENT PARTNERS LLC | 2023386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5307 | 459852 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138785 | 12031507 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10516 | 911219 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1640687 | 142244282 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10212 | 885111 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2395180 | 207585080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bath Savings Trust Co | 1384943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3442 | 298249 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Meixler Investment Management, Ltd. | 1911615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32952 | 2855291 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Cherokee Insurance Co | 2077903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38068 | 3298592 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12642 | 1095429 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Chesley Taft & Associates LLC | 1164632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22811 | 1976573 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 219481 | 19018048 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2685 | 232657 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| THORNBURG INVESTMENT MANAGEMENT INC | 1145020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2017847 | 174846443 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EVERETT HARRIS & CO /CA/ | 1009254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77484 | 6713989 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Affinity Capital Advisors, LLC | 1810023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6935 | 610280 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Ascent Group, LLC | 1913231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2407 | 208567 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168469 | 14600844 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 1299750 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Cohen Capital Management, Inc. | 1508120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7500 | 649875 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7830 | 679 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129 | 11178 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Dynamic Advisor Solutions LLC | 1599747 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2375 | 205807 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 1165797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6711483 | 581660870 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 389 | 33717 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 299552 | 25961525 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 813659 | 70472272 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Aviso Financial Inc. | 2033534 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1090676 | 94516541 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43062 | 3731322 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Capital Wealth Planning, LLC | 1566728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153109 | 13266895 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Financial Partners Group, Inc | 1731169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47635 | 4127549 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2071170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 990 | 85526 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1537655 | 133237810 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29399 | 2547423 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ball & Co Wealth Management Inc. | 2057075 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 205 | 17 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 317 | 27478 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7257 | 628855 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DAYMARK WEALTH PARTNERS, LLC | 1956824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3794 | 328750 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Manhattan West Asset Management, LLC | 1904770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42443 | 3677728 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175855 | 15250894 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5001 | 433336 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Alberta Investment Management Corp | 1463559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1350112 | 116935300 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SOROS CAPITAL MANAGEMENT LLC | 1748240 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33721 | 2921925 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 2046157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2586 | 224077 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Wahed Invest LLC | 1763146 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23372 | 2025601 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Berkeley, Inc | 2051965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2884 | 249899 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4853393 | 417003527 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Havemeyer Place LP | 2026128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1315 | 113945 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 864516 | 74910311 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.