Who holds CPticker 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 ↗

709

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$42.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

300

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

7 members of Congress disclosed CP — the congressional view ↗