CANADIAN NATL RAILWAY CO (CNI) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to CANADIAN NATL RAILWAY CO (CNI) during the quarter ended June 30, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of CNI during the latest reporting period was TCI Fund Management, which increased its reported CNI position by approximately $507.40M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in CNI exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward CANADIAN NATL RAILWAY CO (CNI). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $770.01M in reported CNI exposure during the latest filing period, reflecting continued institutional interest in CANADIAN NATL RAILWAY CO's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2026 | Sequoia Financial Advisors | Buy | 206 | 5,725 | $682,654 |
| Q2 2026 | Cullen Value Fund | Buy | 12 | 2,241 | $267,182 |
| Q1 2026 | Renaissance Technologies LLC | Buy | 157,900 | 460,500 | $47,325,585 |
| Q1 2026 | Fairfax Financial Holdings | Buy | 5,000 | 24,800 | $2,532,690 |
| Q1 2026 | First Eagle U.S. Value | Buy | 620 | 2,400 | $247,069 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 56 | 5,519 | $567,159 |
| Q4 2025 | Renaissance Technologies LLC | Buy | 52,200 | 302,600 | $29,912,010 |
| Q4 2025 | Fairfax Financial Holdings | Buy | 19,800 | 19,800 | $1,960,139 |
| Q4 2025 | Sequoia Financial Advisors | Buy | 436 | 5,463 | $540,054 |
| Q3 2025 | Cullen Value Fund | Buy | 27 | 2,462 | $237,320 |
| Q3 2025 | First Eagle U.S. Value | Buy | 15 | 1,780 | $167,820 |
| Q2 2025 | Sequoia Financial Advisors | Buy | 2,448 | 6,939 | $721,938 |
| Q2 2025 | Cullen Value Fund | Buy | 13 | 2,435 | $253,373 |
| Q1 2025 | Renaissance Technologies LLC | Buy | 220,800 | 573,700 | $55,912,802 |
| Q1 2025 | AKO Capital | Buy | 8,081 | 19,073 | $1,859 |
| Q1 2025 | First Eagle U.S. Value | Buy | 15 | 1,765 | $171,788 |
| Q1 2025 | Cullen Value Fund | Buy | 12 | 2,422 | $236,082 |
| Q4 2024 | Renaissance Technologies LLC | Buy | 294,200 | 352,900 | $35,822,879 |
| Q4 2024 | AKO Capital | Buy | 1,081 | 10,992 | $1,116 |
| Q4 2024 | Sequoia Financial Advisors | Buy | 397 | 6,397 | $649,375 |
| Q4 2024 | First Eagle U.S. Value | Buy | 54 | 1,750 | $177,480 |
| Q4 2024 | Cullen Value Fund | Buy | 10 | 2,410 | $244,688 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 44,100 | 58,700 | $6,876,705 |
| Q3 2024 | AKO Capital | Buy | 253 | 9,911 | $1,161 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 42 | 6,000 | $702,903 |
| Q3 2024 | First Eagle U.S. Value | Buy | 20 | 1,696 | $198,575 |
| Q3 2024 | Cullen Value Fund | Buy | 11 | 2,400 | $281,105 |
| Q2 2024 | AKO Capital | Buy | 9,658 | 9,658 | $1,141 |
| Q2 2024 | First Eagle U.S. Value | Buy | 32 | 1,676 | $198,075 |
| Q1 2024 | Egerton Capital UK | Buy | 697,980 | 6,006,248 | $791,082,924 |
Frequently asked questions about CNI activity
Which institutional owners are buying CNI?
Institutional owners buying CNI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CNI activity?
"Buy" means an investor increased their reported position in CNI compared to the prior reporting period. This reflects growing exposure to CANADIAN NATL RAILWAY CO (CNI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CNI increasing?
Institutional interest in CNI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.