Copa Ownership | Who Owns Copa?
Copa Ownership Summary
Copa is owned by 63.65% institutional investors, and 36.35% retail investors. Capital world investors is the largest institutional shareholder, holding 11.09% of CPA shares. American Funds New World A is the top mutual fund, with 6.73% of its assets in Copa shares.
CPA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Copa | 63.65% | - | 36.35% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
| Idea | Travel Stocks List | 44.00% | 13.93% | 42.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Capital world investors | 4.57M | 11.09% | $543.43M |
| Baillie gifford | 2.77M | 6.70% | $328.57B |
| Sprucegrove investment management | 2.30M | 5.58% | $273.51M |
| Jpmorgan chase | 1.60M | 3.89% | $190.46M |
| Fmr | 1.34M | 3.24% | $158.67M |
| Dimensional fund advisors lp | 1.31M | 3.18% | $156.01M |
| Renaissance | 887.43K | 2.15% | $105.44M |
| Driehaus capital management | 654.39K | 1.59% | $77.75M |
| Brandes investment partners, lp | 632.13K | 1.53% | $75.11M |
| Captrust financial advisors | 620.60K | 1.50% | $68.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wishbone management, lp | 472.50K | 30.18% | $56.14M |
| Sprucegrove investment management | 2.30M | 21.95% | $273.51M |
| Cape ann asset management | 218.00K | 8.73% | $25.90M |
| Virtus family office | 40.36K | 4.49% | $4.80M |
| Spx gestao de recursos ltda | 406.64K | 4.02% | $48.32M |
| 1492 capital management | 59.74K | 2.87% | $7.10M |
| Marathon capital management | 71.37K | 1.94% | $8.48M |
| Marathon asset management | 374.59K | 1.64% | $44.51M |
| Globeflex capital l p | 82.50K | 1.51% | $9.80M |
| Truxt investmentos ltda. | 13.58K | 1.13% | $1.61M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | 654.39K | 0.56% | 577.67K |
| Millennium management | 324.24K | 0.01% | 275.73K |
| Artemis investment management llp | 393.62K | 0.58% | 214.17K |
| Clark capital management group | 550.80K | 0.41% | 143.50K |
| Two sigma investments, lp | 229.08K | 0.04% | 138.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Carrhae capital llp | - | - | -512.14K |
| Canada pension plan investment board | - | - | -458.70K |
| Jpmorgan chase | 1.60M | 0.01% | -405.99K |
| Samlyn capital | - | - | -373.37K |
| Sprucegrove investment management | 2.30M | 21.95% | -231.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Freestone grove partners lp | 100.50K | 0.09% | 100.50K | $11.94M |
| Point72 asset management | 59.09K | 0.01% | 59.09K | $7.02M |
| Lazard asset management | 38.38K | 0.01% | 38.38K | $4.22M |
| Carrera capital advisors | 36.72K | 0.78% | 36.72K | $4.36M |
| Truxt investmentos ltda. | 13.58K | 1.13% | 13.58K | $1.61M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Mine & arao wealth creation & management, llc. | -2.00 |
| Financial gravity asset management | -4.00 |
| Gilliland jeter wealth management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 260 | 8.33% | 26,251,688 | -2.02% | 63 | 1.51% | 158 | 12.86% | 55 | -6.78% |
| Jun 30, 2025 | 239 | 20.71% | 27,818,885 | 14.65% | 67 | 1.95% | 137 | 35.64% | 60 | 20.00% |
| Mar 31, 2025 | 197 | -4.37% | 27,338,505 | -1.35% | 66 | 1.50% | 99 | -10.81% | 52 | -1.89% |
| Dec 31, 2024 | 201 | -0.49% | 27,604,495 | -0.77% | 66 | 1.49% | 109 | 11.22% | 53 | -17.19% |
| Sep 30, 2024 | 199 | -6.57% | 27,430,654 | 1.09% | 65 | 1.55% | 97 | -1.02% | 63 | -11.27% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds New World A | 2.77M | 6.73% | - |
| Capital Group New Geography Equity Comp | 2.77M | 6.73% | - |
| American Funds SMALLCAP World A | 1.01M | 2.45% | 60.00K |
| Vanguard International Value Inv | 1.00M | 2.43% | -177.92K |
| Fidelity Series Emerging Markets Opps | 696.58K | 1.69% | - |
| JPMorgan Emerging Markets Equity L | 511.17K | 1.24% | 37.38K |
| JPM GEM Focused-Composite | 455.34K | 1.11% | -151.62K |
| JPMEmerging Markets Equity - Canada Fund | 455.34K | 1.11% | -151.62K |
| Capital Group Intl Growth & Inc Comp | 453.60K | 1.10% | - |
| American Funds Intl Gr and Inc F2 | 453.60K | 1.10% | - |
CPA Ownership FAQ
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