Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CANADIAN PACIFIC KANSAS CITY · COM · quarter ended 2026-03-31 · 7 members disclosed CP ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 709 holders are listed, largest first: 709
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $42.0B
holders whose share count rose or who opened the position (new + add), by shares: 300
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 92

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	ROYAL BANK OF CANADA	$4.2B	52,952,459	+52,952,459	NEW
2	TCI Fund Management Ltd	$3.7B	46,521,923	−1,132,500	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	24,666,695	—	NO PRIOR
4	Invesco Ltd.	$1.8B	22,278,790	−1,153,159	TRIM
5	FIL Ltd	$1.7B	21,001,067	+4,334,290	ADD
6	FMR LLC	$1.6B	20,158,705	+5,745,452	ADD
7	BANK OF MONTREAL /CAN/	$1.5B	19,679,674	−1,145,578	TRIM
8	TD ASSET MANAGEMENT INC	$1.5B	18,829,813	+230,822	ADD
9	WCM INVESTMENT MANAGEMENT, LLC	$1.2B	16,084,320	−222,618	TRIM
10	MACKENZIE FINANCIAL CORP	$1.2B	15,625,962	−445,096	TRIM
11	1832 Asset Management L.P.	$1.1B	14,142,830	−185,800	TRIM
12	GEODE CAPITAL MANAGEMENT, LLC	$701M	8,804,476	−16,882	TRIM
13	CAUSEWAY CAPITAL MANAGEMENT LLC	$690M	8,792,381	−3,804,421	TRIM
14	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$637M	8,103,143	−2,367,013	TRIM
15	VANGUARD FIDUCIARY TRUST CO	$625M	7,938,210	—	NO PRIOR
16	CIBC WORLD MARKET INC.	$613M	7,797,187	−635,855	TRIM
17	Legal & General Group Plc	$561M	7,147,286	−176,905	TRIM
18	Connor, Clark & Lunn Investment Management Ltd.	$557M	7,077,878	+1,816,762	ADD
19	NATIONAL BANK OF CANADA /FI/	$555M	7,080,217	−18,443	TRIM
20	Veritas Asset Management LLP	$539M	6,854,361	−2,490,088	TRIM
21	Janus Henderson Group Ltd.	$531M	6,749,527	+601,692	ADD
22	CIBC Asset Management Inc	$522M	6,612,973	−1,070,063	TRIM
23	TD Waterhouse Canada Inc.	$478M	6,181,934	+4,473,502	ADD
24	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$473M	6,025,005	−934,323	TRIM
25	Fiera Capital Corp	$464M	5,905,413	−308,320	TRIM
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$460M	4,838,509	−298,834	TRIM
27	CANADA PENSION PLAN INVESTMENT BOARD	$432M	5,493,273	−513,562	TRIM
28	Rothschild & Co Wealth Management UK Ltd	$414M	5,264,204	−88,984	TRIM
29	Allspring Global Investments Holdings, LLC	$413M	5,299,197	−187,324	TRIM
30	Select Equity Group, L.P.	$389M	4,956,024	+511,805	ADD
31	MORGAN STANLEY	$388M	4,929,409	−26,302	TRIM
32	FRANKLIN RESOURCES INC	$369M	4,692,880	−3,625,901	TRIM
33	CANTILLON CAPITAL MANAGEMENT LLC	$342M	4,344,435	+136,577	ADD
34	BARCLAYS PLC	$329M	4,186,942	+925,666	ADD
35	Federation des caisses Desjardins du Quebec	$297M	3,811,690	−277,784	TRIM
36	SCOTIA CAPITAL INC.	$288M	3,691,285	−289,787	TRIM
37	Vanguard Global Advisers, LLC	$285M	3,618,261	—	NO PRIOR
38	Swiss National Bank	$237M	3,020,193	+616,400	ADD
39	BANK OF AMERICA CORP /DE/	$230M	2,929,993	−429,078	TRIM
40	Clearbridge Investments, LLC	$225M	2,864,548	+268,782	ADD
41	TORONTO DOMINION BANK	$214M	2,718,819	−1,553,587	TRIM
42	PICTON MAHONEY ASSET MANAGEMENT	$195M	2,479,436	+226,734	ADD
43	NORTHERN TRUST CORP	$190M	2,411,476	−55,025	TRIM
44	Findlay Park Partners LLP	$182M	2,309,096	−269,600	TRIM
45	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$181M	2,312,479	+93,569	ADD
46	BANK OF NOVA SCOTIA	$176M	2,242,557	+667,638	ADD
47	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$165M	2,098,097	+919,626	ADD
48	DIMENSIONAL FUND ADVISORS LP	$160M	2,029,606	+109,184	ADD
49	THORNBURG INVESTMENT MANAGEMENT INC	$160M	2,028,713	−74,226	TRIM
50	ALKEON CAPITAL MANAGEMENT LLC	$158M	2,004,000	0	NO CHANGE
51	AGF MANAGEMENT LTD	$156M	1,980,020	−520,891	TRIM
52	Mirova US LLC	$153M	1,944,162	−85,157	TRIM
53	UBS Group AG	$149M	1,894,116	+295,903	ADD
54	BRISTOL JOHN W & CO INC /NY/	$144M	1,832,183	−21,612	TRIM
55	Cardinal Capital Management, Inc.	$131M	1,669,924	+120,368	ADD
56	Amundi	$128M	1,625,933	+93,688	ADD
57	DEUTSCHE BANK AG\	$122M	1,552,489	−28,713	TRIM
58	WELLS FARGO & COMPANY/MN	$120M	1,526,955	+13,825	ADD
59	UniSuper Management Pty Ltd	$114M	1,042,440	+69,654	ADD
60	VANGUARD ASSET MANAGEMENT, Ltd	$114M	1,444,881	—	NO PRIOR
61	AMERICAN CENTURY COMPANIES INC	$113M	1,430,095	−75,625	TRIM
62	Quilter Plc	$109M	991,422	+75,666	ADD
63	Consulta Ltd	$106M	1,350,000	−925,000	TRIM
64	Baird Financial Group, Inc.	$105M	1,330,716	+1,330,716	NEW
65	SEI INVESTMENTS CO	$102M	1,293,528	+275,170	ADD
66	GUARDIAN CAPITAL LP	$95.9M	1,222,910	−7,730	TRIM
67	Nuveen, LLC	$94.9M	1,209,281	+530,100	ADD
68	Alberta Investment Management Corp	$91.8M	1,165,755	+40,755	ADD
69	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$89.6M	1,137,762	−511,956	TRIM
70	BCV Asset Management Inc.	$88.0M	1,122,468	+3,482	ADD
71	Aviso Financial Inc.	$87.0M	1,106,483	−218,005	TRIM
72	ENVESTNET ASSET MANAGEMENT INC	$82.9M	1,054,783	+1,054,783	NEW
73	Maren Capital LLC	$82.4M	1,047,986	−227,187	TRIM
74	Holocene Advisors, LP	$76.8M	976,278	+976,278	NEW
75	Addenda Capital Inc.	$76.8M	699,650	−19,170	TRIM
76	AQR CAPITAL MANAGEMENT LLC	$75.7M	976,131	+540,880	ADD
77	RAYMOND JAMES FINANCIAL INC	$69.0M	876,964	−46,756	TRIM
78	Vanguard Investments Australia, Ltd.	$68.7M	873,496	—	NO PRIOR
79	Bank of New York Mellon Corp	$65.7M	835,679	−26,437	TRIM
80	Focus Partners Wealth	$61.2M	777,632	+40,614	ADD
81	HighTower Advisors, LLC	$57.9M	736,647	+106,023	ADD
82	CI INVESTMENTS INC.	$57.9M	735,691	−9,179	TRIM
83	Value Partners Investments Inc.	$56.8M	722,870	+205,654	ADD
84	BlackRock, Inc.	$54.6M	694,104	−22,420	TRIM
85	LOCUST WOOD CAPITAL ADVISERS, LLC	$51.2M	651,250	−237,076	TRIM
86	Allianz Asset Management GmbH	$51.2M	652,816	−44,131	TRIM
87	London & Capital Asset Management Ltd	$49.6M	630,051	+40,659	ADD
88	Life Cycle Investment Partners Ltd	$47.8M	436,555	+134,564	ADD
89	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$46.5M	424,550	+424,550	NEW
90	Port Capital LLC	$44.2M	563,874	+33,395	ADD
91	ALLIANCEBERNSTEIN L.P.	$41.4M	562,264	−23,080	TRIM
92	PUBLIC SECTOR PENSION INVESTMENT BOARD	$41.2M	523,127	+385,871	ADD
93	Korea Investment CORP	$40.1M	511,068	−69,746	TRIM
94	ROYAL LONDON ASSET MANAGEMENT LTD	$38.7M	491,984	+3,153	ADD
95	Northwest & Ethical Investments L.P.	$37.4M	474,354	−25,547	TRIM
96	CITADEL ADVISORS LLC	$36.0M	457,648	−240,343	TRIM
97	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$35.2M	447,376	+447,376	NEW
98	WGI DM, LLC	$34.9M	444,080	+6,256	ADD
99	STATE STREET CORP	$34.8M	441,096	−90,759	TRIM
100	Scheer, Rowlett & Associates Investment Management Ltd.	$33.4M	424,696	−16,608	TRIM
101	Aberdeen Group plc	$32.6M	413,809	−13,416	TRIM
102	APG Asset Management N.V.	$31.7M	465,215	−10,053	TRIM
103	CIDEL ASSET MANAGEMENT INC	$31.2M	398,325	+284,461	ADD
104	Zurcher Kantonalbank (Zurich Cantonalbank)	$29.9M	381,784	+381,784	NEW
105	Ruffer LLP	$29.5M	374,542	+168,083	ADD
106	LAZARD ASSET MANAGEMENT LLC	$28.9M	367,019	−632,459	TRIM
107	Pictet Asset Management Holding SA	$28.2M	359,057	−35,634	TRIM
108	Minneapolis Portfolio Management Group, LLC	$26.8M	341,137	+10,948	ADD
109	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$26.7M	338,926	−93,039	TRIM
110	YCG, LLC	$26.6M	337,905	−51,785	TRIM
111	Corient Private Wealth LLC	$25.7M	326,785	−397,771	TRIM
112	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$25.6M	325,000	+40,000	ADD
113	OSTERWEIS CAPITAL MANAGEMENT INC	$25.3M	322,243	−1,376	TRIM
114	BANK OF NOVA SCOTIA TRUST CO	$23.5M	299,244	−7,812	TRIM
115	STATE OF WISCONSIN INVESTMENT BOARD	$22.2M	282,942	−35,300	TRIM
116	Foster Victor Wealth Advisors, LLC	$21.2M	258,238	+30,605	ADD
117	BARTLETT & CO. WEALTH MANAGEMENT LLC	$20.2M	242,658	−7,215	TRIM
118	OMERS ADMINISTRATION Corp	$19.6M	250,000	−150,000	TRIM
119	LPL Financial LLC	$19.5M	247,732	+11,252	ADD
120	CRAMER ROSENTHAL MCGLYNN LLC	$19.4M	246,105	−72,606	TRIM
121	Georgetown University	$18.3M	232,647	+532	ADD
122	PINNACLE ASSOCIATES LTD	$17.7M	224,459	−11,216	TRIM
123	BNP Paribas Asset Management Holding S.A.	$17.0M	216,307	+61,060	ADD
124	Pathstone Holdings, LLC	$17.0M	216,104	+1,188	ADD
125	Varma Mutual Pension Insurance Co	$16.4M	208,909	+65,000	ADD
126	Lansforsakringar Fondforvaltning AB (publ)	$16.3M	208,340	+2,255	ADD
127	Creative Planning	$15.4M	195,850	+11,852	ADD
128	Freshford Capital Management, LLC	$14.9M	189,738	+78,816	ADD
129	CITIGROUP INC	$14.7M	187,550	−174,117	TRIM
130	Capital Wealth Planning, LLC	$14.6M	186,192	+186,192	NEW
131	CHANNING GLOBAL ADVISORS, LLC	$14.6M	186,425	−1,603	TRIM
132	GROUPAMA ASSET MANAGMENT	$14.6M	185,962	+62,581	ADD
133	Eurizon Capital SGR S.p.A.	$14.6M	185,000	+47,865	ADD
134	Midwest Trust Co	$14.5M	184,391	+4,833	ADD
135	OPPENHEIMER ASSET MANAGEMENT INC.	$14.0M	178,270	+28,243	ADD
136	Skye Global Management LP	$13.9M	176,500	−16,000	TRIM
137	NorthCrest Asset Manangement, LLC	$13.5M	170,935	−62,252	TRIM
138	KIRR MARBACH & CO LLC /IN/	$13.5M	171,095	+6,803	ADD
139	OneDigital Investment Advisors LLC	$13.3M	169,206	+1,582	ADD
140	USS Investment Management Ltd	$13.1M	166,770	0	NO CHANGE
141	Dilation Capital Management LP	$12.6M	160,102	+6,255	ADD
142	STIFEL FINANCIAL CORP	$12.5M	159,133	−5,241	TRIM
143	Banque Transatlantique SA	$12.3M	156,749	+13,919	ADD
144	Walleye Capital LLC	$12.3M	156,084	+102,301	ADD
145	OPPENHEIMER & CO INC	$11.9M	151,244	−6,330	TRIM
146	Woodbridge CO LTD	$11.0M	140,385	0	NO CHANGE
147	Quantinno Capital Management LP	$11.0M	139,624	+18,028	ADD
148	SEB Asset Management AB	$10.9M	139,583	—	NO PRIOR
149	Hillsdale Investment Management Inc.	$10.9M	138,140	−16,806	TRIM
150	Coleford Investment Management Ltd.	$10.6M	134,556	+2,405	ADD
151	AMERIPRISE FINANCIAL INC	$10.5M	139,144	−46,710	TRIM
152	Cannell & Spears LLC	$10.4M	132,356	+8,252	ADD
153	Ravenstone Capital Management Inc.	$10.1M	128,322	—	NO PRIOR
154	Investment Management Corp of Ontario	$10.1M	127,812	+17,400	ADD
155	FIRST FOUNDATION ADVISORS	$10.0M	127,479	+51	ADD
156	Sone Capital Management, LLC	$10.0M	127,031	−134,283	TRIM
157	Andra AP-fonden	$9.6M	87,620	+87,620	NEW
158	Mariner, LLC	$9.6M	121,550	−4,803	TRIM
159	Prospera Financial Services Inc	$9.3M	118,246	−1,608	TRIM
160	Heathbridge Capital Management Ltd.	$9.2M	116,825	−850	TRIM
161	Qube Research & Technologies Ltd	$9.1M	116,112	−64,253	TRIM
162	Y-Intercept (Hong Kong) Ltd	$9.1M	116,042	+116,042	NEW
163	Walter Public Investments Inc.	$8.9M	113,672	−29,659	TRIM
164	Narwhal Capital Management	$8.9M	112,975	−3,308	TRIM
165	UMB Bank, n.a.	$8.7M	110,739	−1,370	TRIM
166	WELLINGTON MANAGEMENT GROUP LLP	$8.6M	110,030	+3,481	ADD
167	Cohen Klingenstein LLC	$8.5M	107,867	0	NO CHANGE
168	Sienna Gestion	$8.4M	107,700	0	NO CHANGE
169	Daiwa Securities Group Inc.	$8.0M	101,850	+6,495	ADD
170	Maryland State Retirement & Pension System	$8.0M	101,629	+4,923	ADD
171	CENTRAL TRUST Co	$7.9M	100,115	−48	TRIM
172	Covea Finance	$7.9M	99,934	0	NO CHANGE
173	Choate Investment Advisors	$7.8M	98,845	+456	ADD
174	MILLENNIUM MANAGEMENT LLC	$7.8M	98,733	−2,133,693	TRIM
175	Utah Retirement Systems	$7.7M	98,781	−6,016	TRIM
176	BAILLIE GIFFORD & CO	$7.7M	98,454	−207,099	TRIM
177	CLOVERFIELDS CAPITAL GROUP, LP	$7.6M	96,353	−485	TRIM
178	Tidal Investments LLC	$7.5M	95,626	+95,626	NEW
179	SUSQUEHANNA ADVISORS GROUP, INC.	$7.5M	95,400	−800	TRIM
180	GATEWAY INVESTMENT ADVISERS LLC	$7.4M	94,557	−23,865	TRIM
181	SIMPLEX TRADING, LLC	$7.2M	92,018	+92,018	NEW
182	Westerkirk Capital Inc.	$7.1M	90,800	−2,600	TRIM
183	Artemis Investment Management LLP	$7.1M	90,253	+36,208	ADD
184	Allworth Financial LP	$7.0M	88,909	+379	ADD
185	Gold Investment Management Ltd.	$7.0M	88,886	+1,916	ADD
186	Waratah Capital Advisors Ltd.	$6.9M	87,807	−182,792	TRIM
187	Lombard Odier Asset Management (Europe) Ltd	$6.9M	87,754	+37,170	ADD
188	EAGLE GLOBAL ADVISORS LLC	$6.6M	83,559	−34,550	TRIM
189	National Philanthropic Trust	$6.5M	82,361	—	NO PRIOR
190	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$6.3M	80,473	+63,103	ADD
191	CREDIT AGRICOLE S A	$6.2M	79,330	+27	ADD
192	Swiss Life Asset Management Ltd	$6.2M	78,440	+16,595	ADD
193	LGT Fund Management Co Ltd.	$6.2M	78,285	+1,897	ADD
194	OSAIC HOLDINGS, INC.	$6.1M	78,070	−447	TRIM
195	Blue Zone Wealth Advisors, LLC	$6.1M	76,960	−5,044	TRIM
196	Stamos Capital Partners, L.P.	$5.9M	74,972	−2,319	TRIM
197	Cetera Investment Advisers	$5.7M	72,359	+1,081	ADD
198	FIRST NATIONAL BANK OF OMAHA	$5.5M	71,534	−7,791	TRIM
199	BLAIR WILLIAM & CO/IL	$5.5M	70,406	+3,878	ADD
200	Orion Porfolio Solutions, LLC	$5.4M	69,196	−11,260	TRIM
201	SOROS CAPITAL MANAGEMENT LLC	$5.4M	68,953	+487	ADD
202	INTACT INVESTMENT MANAGEMENT INC.	$5.4M	68,596	+24,537	ADD
203	Squarepoint Ops LLC	$5.3M	67,754	+67,754	NEW
204	Compass Wealth Management LLC	$5.3M	67,513	+2,364	ADD
205	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.3M	67,240	+2,114	ADD
206	Saranac Partners Ltd	$5.3M	67,185	+67,185	NEW
207	Capital World Investors	$5.2M	65,933	+51,589	ADD
208	Beacon Pointe Advisors, LLC	$5.2M	65,805	+29,629	ADD
209	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$5.1M	64,462	−80,643	TRIM
210	US BANCORP \DE\	$5.0M	64,025	−44,388	TRIM
211	Vestmark Advisory Solutions, Inc.	$5.0M	63,155	+3,101	ADD
212	Harvest Portfolios Group Inc.	$4.9M	62,506	+12,638	ADD
213	M&T BANK CORP	$4.9M	62,175	−4,534	TRIM
214	Cerity Partners LLC	$4.8M	60,908	+12,333	ADD
215	K.J. Harrison & Partners Inc	$4.7M	59,607	−32,453	TRIM
216	MARKEL GROUP INC.	$4.7M	59,500	+9,000	ADD
217	SCHARF INVESTMENTS, LLC	$4.6M	58,242	+138	ADD
218	Cumberland Partners Ltd	$4.4M	56,572	−181,746	TRIM
219	Summerhill Capital Management lnc.	$4.3M	55,281	+4,674	ADD
220	JANE STREET GROUP, LLC	$4.3M	54,469	−307,323	TRIM
221	PCJ Investment Counsel Ltd.	$4.2M	53,730	+2,020	ADD
222	TRUIST FINANCIAL CORP	$4.2M	53,262	+861	ADD
223	FIFTH THIRD BANCORP	$4.1M	52,198	+6,671	ADD
224	Old West Investment Management, LLC	$4.1M	52,030	+52,030	NEW
225	Financiere des Professionnels - Fonds d'investissement inc.	$4.0M	50,300	+20,019	ADD
226	VICTORY CAPITAL MANAGEMENT INC	$3.8M	35,100	−9,000	TRIM
227	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.8M	48,400	−57,600	TRIM
228	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.8M	218,901	+139,799	ADD
229	Financial Partners Group, Inc	$3.7M	47,627	−80	TRIM
230	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.7M	46,424	−15,202	TRIM
231	EQUITABLE TRUST CO	$3.6M	46,074	−1,580	TRIM
232	Coronation Fund Managers Ltd.	$3.5M	45,078	−979	TRIM
233	SMA Capital LLC	$3.5M	45,000	+45,000	NEW
234	KEYBANK NATIONAL ASSOCIATION/OH	$3.4M	43,159	+3,410	ADD
235	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$3.4M	42,780	−14,559	TRIM
236	NISA INVESTMENT ADVISORS, LLC	$3.3M	42,444	−22,985	TRIM
237	COMMERCE BANK	$3.3M	42,389	−2,562	TRIM
238	Boston Common Asset Management, LLC	$3.3M	41,500	−548	TRIM
239	Vanguard Personalized Indexing Management, LLC	$3.3M	41,364	+1,952	ADD
240	PRINCIPAL FINANCIAL GROUP INC	$3.2M	41,200	−24,000	TRIM
241	COMMONWEALTH EQUITY SERVICES, LLC	$3.2M	41,085	+823	ADD
242	Concorde Financial Corp	$3.2M	40,051	+792	ADD
243	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$3.1M	39,481	+19,735	ADD
244	Manhattan West Asset Management, LLC	$3.1M	39,313	+3,796	ADD
245	Kestra Advisory Services, LLC	$3.0M	38,105	+5,077	ADD
246	Cherokee Insurance Co	$3.0M	38,068	0	NO CHANGE
247	Generali Asset Management SPA SGR	$3.0M	27,278	−606	TRIM
248	SIG North Trading, ULC	$3.0M	37,755	+23,793	ADD
249	CIBC Bancorp USA Inc.	$3.0M	37,018	—	NO PRIOR
250	MERIDIAN INVESTMENT COUNSEL INC.	$2.9M	37,310	−50	TRIM
251	ELEVATION POINT WEALTH PARTNERS, LLC	$2.9M	37,162	+19,715	ADD
252	BANQUE PICTET & CIE SA	$2.9M	37,067	+37,067	NEW
253	INTECH INVESTMENT MANAGEMENT LLC	$2.9M	36,395	+16,384	ADD
254	AlTi Global, Inc.	$2.8M	35,825	+17,333	ADD
255	Curi Capital, LLC	$2.8M	35,706	+191	ADD
256	Act Two Investors LLC	$2.8M	35,181	+35,181	NEW
257	Ensign Peak Advisors, Inc	$2.7M	34,150	−7,000	TRIM
258	Rockefeller Capital Management L.P.	$2.7M	33,694	−2,356	TRIM
259	First Washington CORP	$2.6M	33,067	−19	TRIM
260	Redmond Asset Management, LLC	$2.4M	31,083	+154	ADD
261	Meixler Investment Management, Ltd.	$2.4M	30,897	+3,298	ADD
262	Sanctuary Advisors, LLC	$2.4M	30,967	+749	ADD
263	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$2.4M	30,823	−3,828	TRIM
264	MML INVESTORS SERVICES, LLC	$2.4M	30,710	−2,469	TRIM
265	CONGRESS ASSET MANAGEMENT CO	$2.4M	30,675	−927	TRIM
266	&PARTNERS	$2.4M	30,088	+30,088	NEW
267	Hudson Bay Capital Management LP	$2.4M	30,000	+30,000	NEW
268	Lindsell Train Ltd	$2.4M	30,000	0	NO CHANGE
269	Boston Partners	$2.3M	29,130	+4,894	ADD
270	Callan Family Office, LLC	$2.3M	29,007	−8,049	TRIM
271	GLENMEDE TRUST CO NA	$2.3M	28,988	−368	TRIM
272	Windmill Hill Asset Management Ltd	$2.3M	28,609	−7,596	TRIM
273	CHOREO, LLC	$2.2M	28,102	+28,102	NEW
274	Diligent Investors, LLC	$2.2M	27,845	−175	TRIM
275	GHP Investment Advisors, Inc.	$2.1M	27,215	−886	TRIM
276	Crossmark Global Holdings, Inc.	$2.1M	26,371	—	NO PRIOR
277	Laird Norton Wetherby Trust Company, LLC	$2.1M	26,307	−113	TRIM
278	Evelyn Partners Investment Management LLP	$2.0M	25,993	−2,828	TRIM
279	Institute for Wealth Management, LLC.	$2.0M	25,403	−63	TRIM
280	D.A. DAVIDSON & CO.	$2.0M	25,402	+25,402	NEW
281	NewEdge Advisors, LLC	$2.0M	24,917	+24,917	NEW
282	Assenagon Asset Management S.A.	$1.9M	24,213	+433	ADD
283	Chesley Taft & Associates LLC	$1.9M	23,781	−4,326	TRIM
284	Waterfront Wealth Inc.	$1.8M	23,345	+920	ADD
285	Havemeyer Place LP	$1.7M	22,019	+5,887	ADD
286	Vise Technologies, Inc.	$1.7M	23,434	0	NO CHANGE
287	EXENCIAL WEALTH ADVISORS, LLC	$1.7M	21,873	+3,153	ADD
288	PRELUDE CAPITAL MANAGEMENT, LLC	$1.7M	21,350	+14,895	ADD
289	Metis Global Partners, LLC	$1.7M	21,331	−2,217	TRIM
290	Atria Investments, Inc	$1.6M	20,585	−941	TRIM
291	Summit Trail Advisors, LLC	$1.6M	20,590	−1,352	TRIM
292	Snowden Capital Advisors LLC	$1.6M	20,493	+849	ADD
293	Guardian Partners Inc.	$1.6M	20,442	+401	ADD
294	BEACONLIGHT CAPITAL, LLC	$1.6M	20,314	+20,314	NEW
295	Moors & Cabot, Inc.	$1.6M	20,313	−422	TRIM
296	Gotham Asset Management, LLC	$1.6M	20,199	+20,199	NEW
297	ASR Vermogensbeheer N.V.	$1.6M	20,118	0	NO CHANGE
298	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.6M	19,754	+19,754	NEW
299	Signature Wealth Management Group	$1.6M	19,709	+19,709	NEW
300	Purpose Unlimited Inc.	$1.5M	19,587	+542	ADD
301	NewEdge Wealth, LLC	$1.5M	19,420	+113	ADD
302	Asset One Wealth Management LLC	$1.5M	18,497	+18,497	NEW
303	Verition Fund Management LLC	$1.5M	19,361	−39,237	TRIM
304	QUADRANT CAPITAL GROUP LLC	$1.5M	19,212	−120	TRIM
305	MERCER GLOBAL ADVISORS INC /ADV	$1.5M	19,029	+1,250	ADD
306	Harbor Advisors LLC	$1.5M	18,746	+18,746	NEW
307	GC Wealth Management RIA, LLC	$1.5M	18,585	+2,984	ADD
308	Frank, Rimerman Advisors LLC	$1.4M	17,961	+446	ADD
309	Vident Advisory, LLC	$1.4M	17,732	+8,095	ADD
310	EagleClaw Capital Managment, LLC	$1.4M	17,442	+200	ADD
311	Union Bancaire Privee, UBP SA	$1.4M	20,230	+352	ADD
312	JENNISON ASSOCIATES LLC	$1.4M	17,319	−9,610	TRIM
313	Circle Wealth Management, LLC	$1.4M	17,289	−311	TRIM
314	SHELTON WEALTH MANAGEMENT, LLC	$1.3M	17,107	+4,000	ADD
315	LEVEL FOUR ADVISORY SERVICES, LLC	$1.3M	17,046	+9,201	ADD
316	Sustainable Insight Capital Management, LLC	$1.3M	16,985	+3,481	ADD
317	Private Advisor Group, LLC	$1.3M	16,959	+4,237	ADD
318	GeoWealth Management, LLC	$1.3M	16,697	+3,066	ADD
319	Granite Investment Partners, LLC	$1.3M	16,523	0	NO CHANGE
320	AustralianSuper Pty Ltd	$1.3M	16,506	0	NO CHANGE
321	New England Research & Management, Inc.	$1.3M	16,380	−1,300	TRIM
322	IEQ CAPITAL, LLC	$1.3M	16,190	−967	TRIM
323	Hamrick Investment Counsel, llc	$1.2M	15,690	—	NO PRIOR
324	SIGNATUREFD, LLC	$1.2M	15,703	+106	ADD
325	PERSONAL CFO SOLUTIONS, LLC	$1.2M	15,670	+921	ADD
326	Lombard Odier Asset Management (Switzerland) SA	$1.2M	15,518	−1,700	TRIM
327	Farringdon Capital, Ltd.	$1.2M	15,510	+9,065	ADD
328	Magnetar Financial LLC	$1.2M	15,454	−389	TRIM
329	NATIXIS	$1.2M	15,384	+1,300	ADD
330	CONWAY CAPITAL MANAGEMENT, INC.	$1.2M	15,353	+15,353	NEW
331	SANDERS MORRIS HARRIS LLC	$1.2M	15,354	+15,354	NEW
332	Sequoia Financial Advisors, LLC	$1.2M	15,250	+672	ADD
333	BECKER CAPITAL MANAGEMENT INC	$1.2M	15,213	−57	TRIM
334	Medallion Wealth Advisors, LLC	$1.2M	15,063	—	NO PRIOR
335	HANCOCK WHITNEY CORP	$1.2M	13,289	+13,289	NEW
336	Banque Cantonale Vaudoise	$1.2M	14,678	0	NO CHANGE
337	CONNABLE OFFICE INC	$1.1M	14,274	+343	ADD
338	Chicago Capital, LLC	$1.1M	13,882	+5,798	ADD
339	Fortune Financial Advisors, LLC	$1.1M	13,751	+128	ADD
340	Carnegie Investment Counsel	$1.1M	13,633	0	NO CHANGE
341	CWM, LLC	$1.1M	13,582	−243	TRIM
342	KING LUTHER CAPITAL MANAGEMENT CORP	$1.1M	13,387	−68	TRIM
343	CALDWELL SUTTER CAPITAL, INC.	$1.0M	13,250	0	NO CHANGE
344	FIRST MANHATTAN CO. LLC.	$1.0M	13,059	−45	TRIM
345	Austin Asset Management Co Inc	$1.0M	12,843	0	NO CHANGE
346	Clearstead Advisors, LLC	$1.0M	12,736	−22	TRIM
347	Parrish Capital LLC	$990K	12,590	—	NO PRIOR
348	Quad-Cities Investment Group, LLC	$985K	12,527	+594	ADD
349	MARIETTA INVESTMENT PARTNERS LLC	$979K	12,440	+344	ADD
350	Calamos Advisors LLC	$974K	12,378	−117,577	TRIM
351	Mayflower Financial Advisors, LLC	$965K	12,305	−684	TRIM
352	Modern Wealth Management, LLC	$950K	12,170	+142	ADD
353	Accretive Wealth Partners, LLC	$946K	12,031	+182	ADD
354	Brookstone Capital Management	$941K	11,963	−2,392	TRIM
355	Altshuler Shaham Ltd	$926K	11,766	+144	ADD
356	Formidable Asset Management, LLC	$921K	12,514	−2,747	TRIM
357	Apollon Wealth Management, LLC	$921K	11,716	+266	ADD
358	Numerai GP LLC	$917K	11,657	−31,840	TRIM
359	Wealthcare Advisory Partners LLC	$915K	11,637	−519	TRIM
360	Cresset Asset Management, LLC	$907K	11,521	+711	ADD
361	Merit Financial Group, LLC	$904K	11,490	+1,120	ADD
362	Annis Gardner Whiting Capital Advisors, LLC	$900K	11,424	0	NO CHANGE
363	Corps Capital Advisors, LLC	$896K	11,396	−30	TRIM
364	Steward Partners Investment Advisory, LLC	$888K	11,287	+494	ADD
365	SECURED RETIREMENT ADVISORS, LLC	$871K	11,078	+110	ADD
366	Compound Planning, Inc.	$845K	10,742	+3,706	ADD
367	Alamea Verwaltungs GmbH	$840K	10,673	−1,210	TRIM
368	Waverly Advisors, LLC	$831K	10,564	−1,344	TRIM
369	Cardinal Point Capital Management ULC	$830K	10,572	+750	ADD
370	Indivisible Partners	$830K	10,553	+615	ADD
371	Tuttle Capital Management, LLC	$825K	10,487	0	NO CHANGE
372	FIRST TRUST ADVISORS LP	$813K	10,336	+2,187	ADD
373	Sterling Capital Management LLC	$804K	10,227	−804	TRIM
374	Legacy Financial Strategies, LLC	$802K	10,192	0	NO CHANGE
375	Independent Solutions Wealth Management, LLC	$795K	10,113	−19	TRIM
376	BROWN ADVISORY INC	$794K	10,088	−391	TRIM
377	Evelyn Partners Investment Management Services Ltd	$793K	10,086	−5,120	TRIM
378	Geneos Wealth Management Inc.	$779K	9,909	0	NO CHANGE
379	COLDSTREAM CAPITAL MANAGEMENT INC	$778K	9,896	−2,163	TRIM
380	Ethic Inc.	$777K	9,874	+1,824	ADD
381	Composition Wealth, LLC	$771K	9,800	−1,187	TRIM
382	QRG CAPITAL MANAGEMENT, INC.	$746K	9,498	+9,498	NEW
383	Concurrent Investment Advisors, LLC	$735K	9,350	−1,746	TRIM
384	Forvis Mazars Wealth Advisors, LLC	$730K	9,286	0	NO CHANGE
385	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$728K	9,249	+9,249	NEW
386	Summit Financial, LLC	$727K	9,236	+494	ADD
387	Tower Research Capital LLC (TRC)	$725K	9,217	+5,141	ADD
388	Waldron Private Wealth LLC	$722K	9,183	0	NO CHANGE
389	Turtle Creek Wealth Advisors, LLC	$714K	9,078	−12	TRIM
390	Asset Management Group, Inc.	$712K	9,046	0	NO CHANGE
391	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$709K	9,013	+1,062	ADD
392	Private Capital Advisors, Inc.	$708K	9,000	0	NO CHANGE
393	DigitalBridge Group, Inc.	$708K	9,000	0	NO CHANGE
394	ASPIRIANT, LLC	$697K	8,857	−17	TRIM
395	JOHNSON INVESTMENT COUNSEL INC	$695K	8,836	−2,218	TRIM
396	Legacy Wealth Asset Management, LLC	$692K	8,803	−20,672	TRIM
397	First Affirmative Financial Network	$690K	8,774	—	NO PRIOR
398	STEPHENS INC /AR/	$686K	8,135	+2,718	ADD
399	Pinnacle Wealth Planning Services, Inc.	$680K	8,641	−733	TRIM
400	Meriwether Wealth & Planning, LLC	$675K	8,586	0	NO CHANGE
401	Mesirow Financial Investment Management, Inc.	$670K	8,521	+4	ADD
402	Harbour Capital Advisors, LLC	$664K	8,072	+8,072	NEW
403	CHESAPEAKE CAPITAL CORP /IL/	$662K	8,411	+8,411	NEW
404	World Investment Advisors	$656K	8,349	−188	TRIM
405	EP Wealth Advisors, LLC	$656K	8,341	−314	TRIM
406	Chicago Partners Investment Group LLC	$647K	7,865	+70	ADD
407	PRINCETON CAPITAL MANAGEMENT LLC	$647K	8,224	−36	TRIM
408	MGO ONE SEVEN LLC	$644K	8,182	+122	ADD
409	Jefferies Financial Group Inc.	$641K	8,168	+4,196	ADD
410	Independence Bank of Kentucky	$639K	8,119	−810	TRIM
411	HB Wealth Management, LLC	$636K	8,084	−370	TRIM
412	REGIONS FINANCIAL CORP	$627K	7,976	+401	ADD
413	Bristol Gate Capital Partners Inc.	$603K	7,690	+7,690	NEW
414	Dynamic Technology Lab Private Ltd	$602K	7,653	+4,774	ADD
415	BFSG, LLC	$596K	7,575	+7,575	NEW
416	Ewing Morris & Co. Investment Partners Ltd.	$595K	7,567	−45	TRIM
417	YOUSIF CAPITAL MANAGEMENT, LLC	$587K	7,464	0	NO CHANGE
418	FIDUCIARY TRUST CO	$577K	7,341	−162	TRIM
419	RFG Advisory, LLC	$577K	7,331	−275	TRIM
420	Triasima Portfolio Management inc.	$576K	7,340	0	NO CHANGE
421	Hilltop Holdings Inc.	$572K	7,276	−1,947	TRIM
422	Stratos Wealth Partners, LTD.	$563K	7,155	+1,144	ADD
423	Platform Technology Partners	$563K	7,170	−224	TRIM
424	IHT Wealth Management, LLC	$562K	7,143	−326	TRIM
425	WULFF, HANSEN & CO.	$554K	7,039	0	NO CHANGE
426	MCF Advisors LLC	$552K	7,007	—	NO PRIOR
427	Atlantic Union Bankshares Corp	$552K	7,021	−1,475	TRIM
428	Affinity Capital Advisors, LLC	$546K	6,935	0	NO CHANGE
429	MAI Capital Management	$537K	6,821	−109	TRIM
430	Wilmington Savings Fund Society, FSB	$536K	6,818	0	NO CHANGE
431	Waycross Investment Management Co	$535K	6,806	−106	TRIM
432	CONTINENTAL INVESTORS SERVICES, INC.	$533K	6,292	0	NO CHANGE
433	Candriam S.C.A.	$532K	6,783	0	NO CHANGE
434	Quantum Portfolio Management LLC	$531K	6,753	0	NO CHANGE
435	Vontobel Holding Ltd.	$529K	6,727	−9,326	TRIM
436	FOX RUN MANAGEMENT, L.L.C.	$514K	6,625	+6,625	NEW
437	RITHOLTZ WEALTH MANAGEMENT	$508K	6,464	−8	TRIM
438	Sound View Wealth Advisors Group, LLC	$504K	6,409	−282	TRIM
439	Silphium Asset Management Ltd	$497K	6,316	−14,750	TRIM
440	Sound Stewardship, LLC	$495K	6,295	−509	TRIM
441	Midwest Financial Group LLC	$494K	6,275	+100	ADD
442	Dakota Wealth Management	$490K	6,233	+630	ADD
443	WEALTH ALLIANCE, LLC	$489K	6,223	+5	ADD
444	Summit Asset Management, LLC	$472K	6,006	0	NO CHANGE
445	DOVER ADVISORS, LLC	$466K	5,916	−3,245	TRIM
446	VIAWEALTH, LLC	$466K	5,921	−27	TRIM
447	DAVENPORT & Co LLC	$463K	5,912	+816	ADD
448	Headlands Technologies LLC	$461K	5,857	+1,629	ADD
449	Intesa Sanpaolo Wealth Management	$460K	5,842	+1,083	ADD
450	VOYA INVESTMENT MANAGEMENT LLC	$460K	5,858	−3	TRIM
451	First City Capital Management, Inc.	$449K	5,710	0	NO CHANGE
452	Morey & Quinn Wealth Partners, LLC	$446K	5,668	0	NO CHANGE
453	Alchemi Wealth, LLC	$445K	5,659	0	NO CHANGE
454	Jain Global LLC	$441K	5,600	−22,426	TRIM
455	Leonteq Securities AG	$437K	5,555	−1,559	TRIM
456	TRED AVON FAMILY WEALTH, LLC	$436K	5,542	−7	TRIM
457	Ariadne Wealth Management, LP	$431K	5,473	0	NO CHANGE
458	Quarry LP	$429K	5,453	+482	ADD
459	Groupe la Francaise	$429K	5,468	+216	ADD
460	Twin Tree Management, LP	$420K	5,336	+5,336	NEW
461	VISTA INVESTMENT PARTNERS LLC	$411K	5,227	+26	ADD
462	Walker Asset Management, LLC	$410K	5,214	+5,214	NEW
463	ALERUS FINANCIAL NA	$409K	5,195	+4,048	ADD
464	OXFORD ASSET MANAGEMENT LLP	$404K	5,135	−10,739	TRIM
465	Krilogy Financial LLC	$401K	5,009	−56	TRIM
466	Pictet North America Advisors SA	$399K	5,083	−34,542	TRIM
467	Citizens National Bank Trust Department	$397K	5,049	0	NO CHANGE
468	Sargent Investment Group, LLC	$394K	5,004	0	NO CHANGE
469	Alpine Fox Capital LLC	$393K	5,000	−115,000	TRIM
470	Caprock Group, LLC	$393K	4,979	−2,989	TRIM
471	Dana Investment Advisors, Inc.	$392K	4,981	−100	TRIM
472	Brooklyn Investment Group	$384K	4,880	+331	ADD
473	Rehmann Capital Advisory Group	$382K	4,858	+571	ADD
474	PDS Planning, Inc	$378K	4,809	−603	TRIM
475	Essex Financial Services, Inc.	$376K	4,785	+149	ADD
476	Focus Partners Advisor Solutions, LLC	$374K	4,759	−2,423	TRIM
477	South Street Advisors LLC	$374K	4,750	0	NO CHANGE
478	XXI WEALTH, LLC	$371K	4,722	+286	ADD
479	Obermeyer Wealth Partners	$369K	4,692	0	NO CHANGE
480	Key FInancial Inc	$367K	4,679	0	NO CHANGE
481	Keel Point, LLC	$365K	4,641	−339	TRIM
482	State of Wyoming	$363K	4,627	−1,760	TRIM
483	OAKLAND FINANCIAL CORP	$363K	4,614	0	NO CHANGE
484	Independent Advisor Alliance	$360K	4,583	+500	ADD
485	Savant Capital, LLC	$360K	4,573	+353	ADD
486	Arista Wealth Management, LLC	$357K	4,540	0	NO CHANGE
487	Barnett & Company, Inc.	$356K	4,525	0	NO CHANGE
488	DV Trading LLC	$355K	4,510	+4,510	NEW
489	Bridgewater Advisors Inc.	$351K	4,097	−28	TRIM
490	Caitong International Asset Management Co., Ltd	$351K	4,457	+2,128	ADD
491	XML Financial, LLC	$340K	4,326	−42	TRIM
492	Tradewinds, LLC.	$340K	3,938	−183	TRIM
493	Storgate, LLC	$337K	4,289	+721	ADD
494	Ascentis Independent Advisors	$336K	4,274	0	NO CHANGE
495	Legacy Bridge, LLC	$333K	4,237	−202	TRIM
496	PRINCIPAL SECURITIES, INC.	$333K	4,235	−11	TRIM
497	Evelyn Partners Investment Management (Europe) Ltd	$333K	4,230	0	NO CHANGE
498	Whalen Wealth Management Inc.	$326K	4,145	−4,090	TRIM
499	Foster Group, Inc.	$326K	4,142	−53	TRIM
500	Leslie Global Wealth, LLC	$326K	4,140	+28	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Markel Group, Gotham Asset Management $6.3M held
Trimming: 2 TCI Fund Management, Bridgewater Associates $3.7B held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CANADIAN PACIFIC KANSAS CITY

Merged timeline of congressional filings and notable-manager moves on CP
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	NEW	+20,199 sh
2026-05-15	TCI Fund Management 13F	TRIM	−1,132,500 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−294,565 sh
2026-05-01	Markel Group 13F	ADD	+9,000 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

7 members of Congress disclosed CP — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).