Filing Research | CANADIAN PACIFIC KANSAS CITY LTD Institutional Holdings

Snapshot holdings

50 / 244 loaded

#		Instrument	quantity
1	Canoe Financial LP	Shares	2.2MSH	$192.9M
2	Cardinal Capital Management, Inc.	Shares	1.7MSH	$147.3M
3	Quilter Plc	Shares	1.0MSH	$123.3M
4	Addenda Capital Inc.	Shares	832.9KSH	$102.6M
5	Value Partners Investments Inc.	Shares	724.6KSH	$62.7M
6	Rathbones Group PLC	Shares	673.0KSH	$58.3M
7	Ninety One UK Ltd	Shares	633.5KSH	$54.9M
8	GREENLEAF TRUST	Shares	347.8KSH	$30.1M
9	Covea Finance	Shares	343.4KSH	$29.7M
10	Fisher Funds Management LTD	Shares	285.3KSH	$24.7M
11	Foster Victor Wealth Advisors, LLC	Shares	263.2KSH	$24.0M
12	CIDEL ASSET MANAGEMENT INC	Shares	255.5KSH	$22.1M
13	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	243.9KSH	$21.1M
14	Ninety One North America, Inc.	Shares	205.1KSH	$17.8M
15	DAVIDSON INVESTMENT ADVISORS	Shares	188.2KSH	$16.3M
16	NorthCrest Asset Manangement, LLC	Shares	176.3KSH	$15.9M
17	KIRR MARBACH & CO LLC /IN/	Shares	171.1KSH	$14.9M
18	PensionDanmark Pensionsforsikringsaktieselskab	Shares	168.5KSH	$14.6M
19	Narwhal Capital Management	Shares	126.5KSH	$11.0M
20	Prospera Financial Services Inc	Shares	116.7KSH	$10.1M
21	Cohen Klingenstein LLC	Shares	106.7KSH	$9.2M
22	Douglas Lane & Associates, LLC	Shares	106.1KSH	$9.2M
23	CARY STREET PARTNERS FINANCIAL LLC	Shares	97.8KSH	$8.5M
24	GATEWAY INVESTMENT ADVISERS LLC	Shares	93.2KSH	$8.1M
25	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	92.0KSH	$8.0M
26	Blue Zone Wealth Advisors, LLC	Shares	72.4KSH	$6.3M
27	Reliant Investment Management, LLC	Shares	61.4KSH	$5.3M
28	Hudson Value Partners, LLC	Shares	50.0KSH	$4.3M
29	INTACT INVESTMENT MANAGEMENT INC.	Shares	49.6KSH	$4.3M
30	STERLING INVESTMENT MANAGEMENT, LLC	Shares	49.2KSH	$4.3M
31	Financial Partners Group, Inc	Shares	47.6KSH	$4.1M
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	221.6KSH	$4.0M
33	EQUITABLE TRUST CO	Shares	46.1KSH	$4.0M
34	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	44.3KSH	$3.8M
35	SCHARF INVESTMENTS, LLC	Shares	40.5KSH	$3.5M
36	Boston Common Asset Management, LLC	Shares	37.8KSH	$3.3M
37	MERIDIAN INVESTMENT COUNSEL INC.	Shares	35.3KSH	$3.1M
38	Lindsell Train Ltd	Shares	30.0KSH	$2.6M
39	CONGRESS ASSET MANAGEMENT CO	Shares	29.6KSH	$2.6M
40	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	29.2KSH	$2.5M
41	LANARK FINANCIAL, INC.	Shares	29.0KSH	$2.5M
42	GHP Investment Advisors, Inc.	Shares	26.6KSH	$2.3M
43	CULLEN INVESTMENT GROUP, LTD.	Shares	26.0KSH	$2.3M
44	McCollum Christoferson Group LLC	Shares	37.0KSH	$2.2M
45	D.A. DAVIDSON & CO.	Shares	25.7KSH	$2.2M
46	Crossmark Global Holdings, Inc.	Shares	25.3KSH	$2.2M
47	Diligent Investors, LLC	Shares	25.2KSH	$2.2M
48	Chesley Taft & Associates LLC	Shares	23.8KSH	$2.1M
49	Assenagon Asset Management S.A.	Shares	22.2KSH	$1.9M
50	SHELTON WEALTH MANAGEMENT, LLC	Shares	21.5KSH	$1.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 255 loaded

#		Instrument
1	Canoe Financial LP added	Shares	+194.4K	+$33.0M	$192.9M
2	Addenda Capital Inc. added	Shares	+133.2K	+$25.9M	$102.6M
3	Covea Finance added	Shares	+243.4K	+$21.9M	$29.7M
4	Cardinal Capital Management, Inc. added	Shares	+32.1K	+$16.3M	$147.3M
5	Quilter Plc added	Shares	+11.3K	+$14.8M	$123.3M
6	Value Partners Investments Inc. added	Shares	+1.7K	+$5.9M	$62.7M
7	Reliant Investment Management, LLC new	Shares	+61.4K	+$5.3M	$5.3M
8	Foster Victor Wealth Advisors, LLC added	Shares	+5.0K	+$2.8M	$24.0M
9	GREENLEAF TRUST trimmed	Shares	-1.5K	+$2.7M	$30.1M
10	NorthCrest Asset Manangement, LLC added	Shares	+5.3K	+$2.4M	$15.9M
11	LANARK FINANCIAL, INC. added	Shares	+27.8K	+$2.4M	$2.5M
12	Fisher Funds Management LTD unchanged	Shares	0	+$2.3M	$24.7M
13	Narwhal Capital Management added	Shares	+13.5K	+$2.1M	$11.0M
14	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+7.4K	+$2.0M	$14.6M
15	DAVIDSON INVESTMENT ADVISORS trimmed	Shares	-275	+$1.5M	$16.3M
16	KIRR MARBACH & CO LLC /IN/ added	Shares	+26	+$1.4M	$14.9M
17	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+12.0K	+$1.0M	$1.0M
18	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+1.3K	+$962.5K	$21.1M
19	Ninety One North America, Inc. trimmed	Shares	-9.3K	+$961.4K	$17.8M
20	Prospera Financial Services Inc trimmed	Shares	-1.5K	+$815.0K	$10.1M
21	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-144	+$769.8K	$8.5M
22	Cohen Klingenstein LLC trimmed	Shares	-1.1K	+$764.4K	$9.2M
23	Fideuram Asset Management (Ireland) dac added	Shares	+5.9K	+$741.0K	$872.6K
24	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-230	+$716.7K	$8.0M
25	GATEWAY INVESTMENT ADVISERS LLC trimmed	Shares	-1.4K	+$634.7K	$8.1M
26	Mediolanum International Funds Ltd new	Shares	+6.6K	+$572.0K	$572.0K
27	Triasima Portfolio Management inc. added	Shares	+5.6K	+$543.5K	$1.1M
28	Hudson Value Partners, LLC added	Shares	+1.6K	+$539.6K	$4.3M
29	SHELTON WEALTH MANAGEMENT, LLC added	Shares	+4.4K	+$517.7K	$1.9M
30	First National Advisers, LLC new	Shares	+5.3K	+$461.6K	$461.6K
31	Tenzing Financial LLC new	Shares	+4.9K	+$430.3K	$430.3K
32	Financial Partners Group, Inc added	Shares	+8	+$381.2K	$4.1M
33	EQUITABLE TRUST CO trimmed	Shares	-14	+$366.9K	$4.0M
34	Poehling Capital Management, INC. new	Shares	+4.0K	+$346.6K	$346.6K
35	BURNEY CO/ new	Shares	+4.0K	+$344.6K	$344.6K
36	CAPITAL ADVISORS INC/OK new	Shares	+4.0K	+$344.4K	$344.4K
37	New England Research & Management, Inc. added	Shares	+2.3K	+$331.7K	$1.6M
38	STERLING INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1.1K	+$302.6K	$4.3M
39	SIGNATUREFD, LLC added	Shares	+1.9K	+$288.6K	$1.5M
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.7K	+$259.9K	$4.0M
41	Lindsell Train Ltd unchanged	Shares	0	+$239.7K	$2.6M
42	D.A. DAVIDSON & CO. added	Shares	+275	+$226.8K	$2.2M
43	Blue Zone Wealth Advisors, LLC trimmed	Shares	-4.6K	+$216.1K	$6.3M
44	J.W. COLE ADVISORS, INC. new	Shares	+2.5K	+$216.0K	$216.0K
45	Great Diamond Partners, LLC new	Shares	+2.5K	+$212.3K	$212.3K
46	Cooper Financial Group new	Shares	+2.4K	+$211.4K	$211.4K
47	CULLEN INVESTMENT GROUP, LTD. added	Shares	+25	+$209.4K	$2.3M
48	Dynamic Advisor Solutions LLC new	Shares	+2.4K	+$205.8K	$205.8K
49	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+2.3K	+$203.1K	$203.1K
50	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed	Shares	-2.1K	+$190.4K	$3.8M

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