# CANADIAN PACIFIC KANSAS CITY (CP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CP/

- Reporting holders: 34
- Reported value: $23.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $7.8M | 91,890 | 0.5% | 14 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $5.3M | 62,777 | 0.1% | 7 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $2.2M | 25,666 | 0.0% | 15 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.0M | 12,165 | 1.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $963.8K | 11,322 | 0.0% | 16 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $830.6K | 9,760 | 0.2% | 14 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $455.1K | 5,348 | 0.1% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $447.8K | 5,262 | 0.0% | 14 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $391.0K | 4,595 | 0.0% | 14 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $385.6K | 4,531 | 0.0% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $350.5K | 4,108 | 0.0% | 14 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $315.2K | 3,704 | 0.0% | 12 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $310.3K | 3,646 | 0.1% | 9 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $305.7K | 3,592 | 0.2% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $289.1K | 3,397 | 0.0% | 11 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $260.6K | 3,063 | 0.1% | 11 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $255.7K | 3,005 | 0.1% | 12 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $227.6K | 2,674 | 0.0% | 14 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $202.2K | 2,400 | 0.1% | 14 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $156.8K | 1,842 | 0.0% | 14 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $152.2K | 1,789 | 0.0% | 13 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $114.1K | 1,340 | 0.1% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $101.0K | 1,187 | 0.0% | 14 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $95.4K | 1,121 | 0.0% | 14 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $68.7K | 807 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 34 | $23.3M |
| Q2 2026 | 992 | $56.4B |
| Q1 2026 | 952 | $48.1B |
| Q4 2025 | 966 | $45.5B |
| Q3 2025 | 953 | $47.4B |
| Q2 2025 | 995 | $56.1B |
| Q1 2025 | 979 | $47.2B |
| Q4 2024 | 995 | $50.1B |
| Q3 2024 | 981 | $58.1B |
| Q2 2024 | 966 | $53.6B |
| Q1 2024 | 962 | $61.2B |
| Q4 2023 | 944 | $54.6B |

