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Canadian National Railway Company

CNI Industrials
$118.98 +$0.71 (0.60%)
Market Cap: $72.45 B
Gurus Holding
13
Popularity Rank
#175
% of Shares Held
10.98%
Net Activity (Q1 2026)
+$43.73 M

Guru Ownership Trend

Guru Analysis for Canadian National Railway Company (CNI)

Canadian National Railway Company (CNI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.93 B.

Top institutional holders include Bill Gates and Chris Hohn.

Notably, Bill Gates has expressed high conviction in this stock, allocating 16.82% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $43.73 M net inflow during the quarter.

Recent activity highlights Lee Ainslie who opened a new position. Conversely, Cliff Asness reduced exposure by 8.3%.

Key Holders

Top 5 by Value

$5.33 B
$1.01 B
$260.47 M
$115.47 M
$80.14 M

Top 5 by Conviction

16.82%
2.24%
0.13%
0.10%
0.09%

Recent Activity Breakdown (Q1 2026)

+$72.73 M
Total Buy Value
New Buys 2
Additions 6
-$29 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
8

FAQs for Canadian National Railway Company (CNI)

Major holders include Bill Gates ($5.33 B), Chris Hohn ($1.01 B), Ken Fisher ($260.47 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 66.69 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $43.73 M, with 8 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited CNI. The total reported sell value was $29 M.

Yes, 2 managers opened new positions in CNI, and 6 increased their existing holdings. The total reported buy value was $72.73 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
16.82% 51,826,786 $5.33 B Q1 2026
2.24% 9,849,934 $1.01 B Q1 2026
0.09% Add 11.2% 2,534,484 $260.47 M Q1 2026
0.05% Reduce -8.3% 1,131,846 $115.47 M Q1 2026
0.10% Add 49.2% 779,813 $80.14 M Q1 2026
0.07% Add 52.2% 460,500 $47.33 M Q1 2026
0.05% Add 20.2% 53,500 $5.5 M Q1 2026
0.13% Add 25.3% 24,800 $2.53 M Q1 2026
0.02% New Buy 18,775 $1.93 M Q1 2026
0.00% New Buy 4,491 $461,540 Q1 2026
0.00% Add 34.8% 2,400 $247,069 Q1 2026
0.02% 2,360 $242,537 Q1 2026
0.00% 150 $15,416 Q1 2026
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Value
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SEC Form