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	46.76%	12.55%	40.69%
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	2.75M	6.68%	$331.33M
Sprucegrove investment management	1.91M	4.65%	$230.50M
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	1.91M	27.78%	$230.50M
Cape ann asset management	218.00K	8.73%	$25.90M
Virtus family office	40.22K	4.18%	$4.85M
Spx gestao de recursos ltda	406.64K	4.02%	$48.32M
1492 capital management	59.74K	2.87%	$7.10M
Marathon asset management	409.57K	1.90%	$49.40M
Globeflex capital l p	82.50K	1.51%	$9.80M
Marathon capital management	51.55K	1.34%	$6.22M
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
Northwestern mutual wealth management	258.67K	0.08%	258.65K
Assenagon asset management	155.98K	0.03%	155.98K
Clark capital management group	550.80K	0.41%	143.50K

Top Sellers

Holder	Shares	% Assets	Change
Canada pension plan investment board	-	-	-458.70K
Jpmorgan chase	1.60M	0.01%	-405.99K
Sprucegrove investment management	1.91M	27.78%	-390.79K
Samlyn capital	-	-	-373.37K
Balyasny asset management	-	-	-214.66K

New Positions

Holder	Shares	% Assets	Change	Value
Assenagon asset management	155.98K	0.03%	155.98K	$18.81M
Freestone grove partners lp	100.50K	0.09%	100.50K	$11.94M
Concurrent investment advisors	65.75K	0.09%	65.75K	$7.93M
Point72 asset management	59.09K	0.01%	59.09K	$7.02M
Lazard asset management	38.38K	0.01%	38.38K	$4.22M

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

Who owns the most shares of Copa?

Copa’s largest shareholders are Capital world investors (4.57M shares, 11.09%), Baillie gifford (2.75M shares, 6.68%), and Sprucegrove investment management (1.91M shares, 4.65%). Together, they hold 22.41% of Copa’s total shares outstanding.

Does Blackrock own Copa?

BlackRock is not among the top 10 institutional shareholders of Copa.

Who is Copa’s biggest shareholder by percentage of total assets invested?

Wishbone management, lp is Copa’s biggest shareholder by percentage of total assets invested, with 30.18% of its assets in 472.5K Copa shares, valued at 56.14M$.

Who is the top mutual fund holder of Copa shares?

American Funds New World A is the top mutual fund holder of Copa shares, with 6.73% of its total shares outstanding invested in 2.77M Copa shares.

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