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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.37 B.
Top institutional holders include Bill Gates and Chris Hohn.
Notably, Bill Gates has expressed high conviction in this stock, allocating 13.36% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $791.43 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 116.4%. Conversely, Manning & Napier Group reduced exposure by 99.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 13.36% | Reduce -5.5% | 51,826,786 | $4.89 B | Q3 2025 | |
| 3.36% | Reduce -18.4% | 18,767,774 | $1.77 B | Q3 2025 | |
| 0.07% | Add 13.1% | 2,062,815 | $194.52 M | Q3 2025 | |
| 0.03% | Reduce -55.8% | 250,400 | $23.61 M | Q3 2025 | |
| 0.08% | Add 14.0% | 203,220 | $19.17 M | Q3 2025 | |
| 0.02% | New Buy | 25,000 | $2.36 M | Q3 2025 | |
| 0.01% | Add 116.4% | 23,969 | $2.26 M | Q3 2025 | |
| 0.00% | Add 81.9% | 19,194 | $1.81 M | Q3 2025 | |
| 0.00% | Add 0.9% | 1,780 | $167,820 | Q3 2025 | |
| 0.00% | Reduce -99.8% | 1,582 | $149,183 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Canadian National Railway Company (CNI)
Major holders include Bill Gates ($4.89 B), Chris Hohn ($1.77 B), Ken Fisher ($194.52 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 73.18 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $791.43 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited CNI. The total reported sell value was $820.71 M.
Yes, 1 managers opened new positions in CNI, and 5 increased their existing holdings. The total reported buy value was $29.28 M.