Copa Ownership | Who Owns Copa?
Copa Ownership Summary
Copa is owned by 62.58% institutional investors, 0.39% insiders, and 37.03% retail investors. Capital world investors is the largest institutional shareholder, holding 6.94% of CPA shares. Capital Group New Geography Equity Comp is the top mutual fund, with 5.11% of its assets in Copa shares.
CPA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Copa | 62.58% | 0.39% | 37.03% |
| Sector | Industrials Stocks | 68.68% | 16.25% | 15.07% |
| Idea | Travel Stocks List | 65.85% | 14.33% | 19.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Capital world investors | 2.86M | 6.94% | $444.42M |
| Baillie gifford | 2.32M | 5.67% | $305.61M |
| Jpmorgan chase | 1.54M | 3.74% | $239.75M |
| Dimensional fund advisors lp | 1.50M | 3.68% | $198.26M |
| Sprucegrove investment management | 1.45M | 3.52% | $225.82M |
| Fmr | 1.22M | 2.97% | $190.39M |
| Capital research global investors | 1.04M | 2.53% | $162.23M |
| Renaissance | 772.93K | 1.88% | $120.24M |
| Brandes investment partners, lp | 769.63K | 1.87% | $119.73M |
| Cullen capital management | 607.62K | 1.49% | $80.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sprucegrove investment management | 1.45M | 35.33% | $225.82M |
| Wishbone management, lp | 472.50K | 31.72% | $73.51M |
| Inca investments | 218.61K | 10.44% | $28.82M |
| Cape ann asset management | 143.26K | 5.13% | $22.29M |
| Virtus family office | 46.04K | 4.64% | $6.07M |
| Lakewood capital management, lp | 494.90K | 3.97% | $76.99M |
| 1492 capital management | 57.51K | 2.64% | $8.95M |
| Cm management | 24.00K | 2.37% | $3.73M |
| Marathon asset management | 384.69K | 2.31% | $50.72M |
| Globeflex capital l p | 87.28K | 1.74% | $13.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lakewood capital management, lp | 494.90K | 3.97% | 494.90K |
| Fil | 579.23K | 0.06% | 433.74K |
| Jane street group | 385.25K | 0.01% | 251.57K |
| Ubs group | 261.36K | 0.01% | 167.00K |
| Quantinno capital management lp | 286.62K | 0.05% | 143.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 2.86M | 0.05% | -856.79K |
| Canada pension plan investment board | - | - | -458.70K |
| Samlyn capital | - | - | -373.37K |
| Sprucegrove investment management | 1.45M | 35.33% | -247.42K |
| Spx gestao de recursos ltda | - | - | -224.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lakewood capital management, lp | 494.90K | 3.97% | 494.90K | $76.99M |
| Coppell advisory solutions | 31.20K | 0.20% | 31.20K | $2.45M |
| North of south capital llp | 24.34K | 0.22% | 24.34K | $3.21M |
| Truemark investments | 21.83K | 0.34% | 21.83K | $2.88M |
| Polen capital management | 18.95K | 0.03% | 18.95K | $2.95M |
Sold Out
| Holder | Change |
|---|---|
| Curio wealth | -1.00 |
| Tfo-tdc | -1.00 |
| Mine & arao wealth creation & management, llc. | -2.00 |
| Rhumbline advisers | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 342 | 7.55% | 25,770,735 | -4.21% | 62 | 1.47% | 186 | 12.05% | 100 | - |
| Mar 31, 2026 | 316 | 8.22% | 26,901,392 | -1.17% | 65 | 1.50% | 165 | -1.79% | 99 | 37.50% |
| Dec 31, 2025 | 234 | -13.97% | 22,307,910 | -17.78% | 54 | 1.25% | 141 | -13.50% | 53 | -10.17% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group New Geography Equity Comp | 2.09M | 5.11% | -680.69K |
| American Funds New World A | 1.82M | 4.46% | -266.60K |
| American Funds SMALLCAP World A | 1.23M | 3.01% | 152.19K |
| Fidelity Series Emerging Markets Opps | 657.20K | 1.61% | - |
| Vanguard International Value Inv | 574.02K | 1.41% | -62.40K |
| JPMorgan Emerging Markets Equity L | 484.47K | 1.19% | - |
| Cullen Emerging Markets High Div I | 456.41K | 1.12% | 36.03K |
| DFA U.S. Small Cap Value I | 402.45K | 0.99% | 133.44K |
| Baillie Gifford Emerging Markets Eqs 3 | 382.39K | 0.93% | - |
| Baillie Gifford Emerging Markets Eqs 5 | 373.88K | 0.92% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 18, 2026 | Alvarado Juan Alberto Mr | Chief Accounting Officer | Sell | $25.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2009 Q4 | - | - |
CPA Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools