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Canadian National Railway Company

CNI Industrials
$122.25 +$1.09 (0.90%)
Market Cap: $73.85 B
Gurus Holding
12
Popularity Rank
#257
% of Shares Held
10.52%
Net Activity (Q2 2026)
-$377.08 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 Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.77 B.

Top institutional holders include Bill Gates and Chris Hohn.

Notably, Bill Gates has expressed high conviction in this stock, allocating 17.95% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $377.08 M net outflow during the quarter.

Recent activity highlights Lee Ainslie who increased their stake by 25.1%. Conversely, Ken Fisher reduced exposure by 91.9%.

Key Holders

Top 5 by Value

$6.18 B
$1.12 B
$167.67 M
$59.89 M
$24.47 M

Top 5 by Conviction

17.95%
2.13%
0.11%
0.07%
0.06%

Recent Activity Breakdown (Q2 2026)

+$33.29 M
Total Buy Value
New Buys 0
Additions 2
-$410.37 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
2

FAQs for Canadian National Railway Company (CNI)

Major holders include Bill Gates ($6.18 B), Chris Hohn ($1.12 B), Cliff Asness ($167.67 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 63.53 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $377.08 M, with 2 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited CNI. The total reported sell value was $410.37 M.

Yes, 0 managers opened new positions in CNI, and 2 increased their existing holdings. The total reported buy value was $33.29 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
17.95% 51,826,786 $6.18 B Q2 2026
2.13% Reduce -4.2% 9,433,422 $1.12 B Q2 2026
0.06% Add 24.3% 1,406,399 $167.67 M Q2 2026
0.07% Reduce -35.6% 502,283 $59.89 M Q2 2026
0.01% Reduce -91.9% 205,216 $24.47 M Q2 2026
0.05% 53,500 $6.38 M Q2 2026
0.01% Reduce -90.0% 46,100 $5.5 M Q2 2026
0.11% 24,800 $2.95 M Q2 2026
0.02% Add 25.1% 23,484 $2.8 M Q2 2026
0.02% 2,360 $281,406 Q2 2026
0.00% Reduce -2.4% 2,343 $279,327 Q2 2026
0.00% 150 $17,886 Q2 2026
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