CANADIAN PACIFIC KANSAS CITY (CP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
34
Reporting holders
$23.3M
Reported value
0.0%
Calls
0.0%
Puts
-958
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $7.8M | 91,890 | 0.52% | 14q | HELD |
| Douglas Lane & Associates, LLC | $5.3M | 62,777 | 0.07% | 7q | -40.8%-$3.7M |
| CONGRESS ASSET MANAGEMENT CO | $2.2M | 25,666 | 0.01% | 15q | -13.3%-$335.6K |
| Parrish Capital LLC | $1.0M | 12,165 | 1.01% | 4q | +5.0%+$49.4K |
| Farther Finance Advisors, LLC | $963.8K | 11,322 | 0.01% | 16q | +384.7%+$764.9K |
| Legacy Wealth Asset Management, LLC | $830.6K | 9,760 | 0.18% | 14q | +9.6%+$72.8K |
| VISTA INVESTMENT PARTNERS LLC | $455.1K | 5,348 | 0.12% | 12q | +0.8%+$3.5K |
| Valeo Financial Advisors, LLC | $447.8K | 5,262 | 0.01% | 14q | +9.4%+$38.5K |
| Bath Savings Trust Co | $391.0K | 4,595 | 0.04% | 14q | HELD |
| PARK NATIONAL CORP /OH/ | $385.6K | 4,531 | 0.01% | 8q | -2.1%-$8.3K |
| Versant Capital Management, Inc | $350.5K | 4,108 | 0.03% | 14q | +2.4%+$8.2K |
| GAMMA Investing LLC | $315.2K | 3,704 | 0.01% | 12q | +5.5%+$16.4K |
| Whalen Wealth Management Inc. | $310.3K | 3,646 | 0.13% | 9q | -6.3%-$20.8K |
| SACKS & ASSOCIATES, LLC | $305.7K | 3,592 | 0.21% | 4q | HELD |
| CoreCap Advisors, LLC | $289.1K | 3,397 | 0.01% | 11q | +208.0%+$195.2K |
| CHAPIN DAVIS, INC. | $260.6K | 3,063 | 0.05% | 11q | -0.8%-$2.2K |
| Emergent Wealth Advisors, LLC | $255.7K | 3,005 | 0.13% | 12q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $227.6K | 2,674 | 0.02% | 14q | HELD |
| Pacifica Partners Inc. | $202.2K | 2,400 | 0.06% | 14q | +19.9%+$33.5K |
| ATWOOD & PALMER INC | $156.8K | 1,842 | 0.01% | 14q | -10.9%-$19.1K |
| Grove Bank & Trust | $152.2K | 1,789 | 0.02% | 13q | +5.4%+$7.8K |
| Roxbury Financial LLC | $114.1K | 1,340 | 0.09% | 8q | HELD |
| Rosenberg Matthew Hamilton | $101.0K | 1,187 | 0.02% | 14q | HELD |
| Coastline Trust Co | $95.4K | 1,121 | 0.01% | 14q | HELD |
| MassMutual Private Wealth & Trust, FSB | $68.7K | 807 | 0.00% | 14q | -10.9%-$8.4K |
| Trust Co | $50.8K | 597 | 0.00% | 4q | HELD |
| Wealth Enhancement Trust Services, Inc. | $43.3K | 509 | 0.00% | 4q | -88.1%-$319.5K |
| GILPIN WEALTH MANAGEMENT, LLC | $34.0K | 400 | 0.02% | 4q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $25.7K | 302 | 0.00% | 14q | HELD |
| Mn Services Vermogensbeheer B.V. | $22.2K | 259,951 | 0.17% | 6q | HELD |
| EASTERN BANK | $20.7K | 243 | 0.00% | 2q | HELD |
| Bank & Trust Co | $20.6K | 242 | 0.01% | 10q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $16.3K | 191 | 0.00% | 2q | +48.1%+$5.3K |
| Olistico Wealth, LLC | $3.7K | 43 | 0.00% | 4q | HELD |
| GK Wealth Management LLC | $1.1K | 13 | 0.00% | new | NEW |
| CX Institutional | $86 | 1,010 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 34 | $23.3M | 273,531 | 1 | 11 | 8 | 0.0% |
| Q2 2026 | 992 | $56.4B | 633,319,880 | 101 | 319 | 278 | 0.6% |
| Q1 2026 | 952 | $48.1B | 605,894,037 | 85 | 280 | 305 | 0.5% |
| Q4 2025 | 966 | $45.5B | 612,711,104 | 84 | 219 | 380 | 0.4% |
| Q3 2025 | 953 | $47.4B | 632,225,806 | 69 | 265 | 344 | 0.5% |
| Q2 2025 | 995 | $56.1B | 702,434,034 | 95 | 295 | 335 | 0.5% |
| Q1 2025 | 979 | $47.2B | 653,928,841 | 90 | 330 | 315 | 0.6% |
| Q4 2024 | 995 | $50.1B | 687,296,017 | 83 | 291 | 338 | 0.4% |
| Q3 2024 | 981 | $58.1B | 677,491,274 | 85 | 299 | 298 | 0.3% |
| Q2 2024 | 966 | $53.6B | 677,849,588 | 84 | 275 | 339 | 0.3% |
| Q1 2024 | 962 | $61.2B | 690,957,479 | 103 | 291 | 294 | 0.2% |
| Q4 2023 | 944 | $54.6B | 686,509,008 | 84 | 261 | 306 | 0.3% |
| Q3 2023 | 897 | $52.1B | 694,305,095 | 93 | 286 | 251 | 1.2% |
| Q2 2023 | 867 | $54.1B | 665,544,183 | 781 | 21 | 29 | 0.4% |
| Q1 2023 | 91 | $1.2B | 15,932,340 | 85 | 0 | 1 | 0.1% |
| Q4 2022 | 8 | $1.7M | 22,171 | 2 | 0 | 0 | 0.0% |
| Q3 2022 | 6 | $60.8K | 911 | 1 | 0 | 1 | 0.0% |
| Q2 2022 | 6 | $76.8K | 1,100 | 0 | 0 | 2 | 0.0% |
| Q1 2022 | 7 | $867.5K | 10,511 | 1 | 0 | 2 | 0.0% |
| Q4 2021 | 7 | $535.8K | 7,435 | 4 | 1 | 0 | 0.0% |
| Q3 2021 | 3 | $45.5K | 700 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 3 | $53.8K | 700 | 0 | 3 | 0 | 0.0% |
| Q1 2021 | 3 | $53.1K | 140 | 1 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $47.5K | 137 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 2 | $41.7K | 137 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 2 | $35.0K | 137 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 2 | $30.1K | 137 | 0 | 0 | 2 | 0.0% |
| Q4 2019 | 2 | $61.4K | 241 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $44.5K | 200 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $47.0K | 200 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $41.2K | 200 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $35.5K | 200 | 0 | 0 | 0 | 0.0% |