Copa Ownership | Who Owns Copa?

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Copa Ownership Summary

Copa is owned by 66.15% institutional investors, 1.72% insiders, and 32.12% retail investors. Capital world investors is the largest institutional shareholder, holding 11.27% of CPA shares. Capital Group New Geography Equity Comp is the top mutual fund, with 6.67% of its assets in Copa shares.

CPA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Copa	66.15%	1.72%	32.12%
Sector	Industrials Stocks	50.72%	11.74%	37.54%
Idea	Travel Stocks List	48.88%	13.50%	37.62%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Capital world investors	4.70M	11.27%	$413.39M
Sprucegrove investment management	3.34M	8.00%	$293.48M
Baillie gifford	3.06M	7.34%	$269.11M
Jpmorgan chase	2.63M	6.30%	$231.00M
Fmr	1.50M	3.60%	$132.15M
Dimensional fund advisors lp	1.08M	2.60%	$95.29M
Renaissance	801.63K	1.92%	$70.45M
Carrhae capital llp	701.87K	1.68%	$61.68M
Brandes investment partners, lp	561.90K	1.35%	$49.38M
Captrust financial advisors	542.60K	1.30%	$47.68M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sprucegrove investment management	3.34M	21.02%	$293.48M
Wishbone management, lp	420.00K	17.53%	$36.91M
Cape ann asset management	229.80K	12.72%	$20.19M
Fourth sail capital lp	207.79K	5.43%	$18.26M
Carrhae capital llp	701.87K	5.16%	$61.68M
Spx gestao de recursos ltda	388.69K	5.13%	$34.16M
1492 capital management	57.64K	2.41%	$5.07M
Cm management	30.00K	2.35%	$2.64M
Banco btg pactual	102.00K	2.03%	$8.74M
Marathon capital management	73.71K	1.62%	$6.48M

Top Buyers

Holder	Shares	% Assets	Change
Captrust financial advisors	542.60K	0.14%	529.57K
Raymond james financial	528.37K	0.02%	528.37K
Canada pension plan investment board	458.70K	0.04%	458.70K
Millennium management	324.24K	0.01%	275.73K
Fmr	1.50M	0.01%	230.65K

Top Sellers

Holder	Shares	% Assets	Change
Baillie gifford	3.06M	0.21%	-514.88K
Citigroup	18.85K	0.00%	-495.82K
Schonfeld strategic advisors	-	-	-455.38K
Samlyn capital	-	-	-373.37K
Shellback capital, lp	230.00K	1.39%	-194.72K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	528.37K	0.02%	528.37K	$46.43M
Cape ann asset management	229.80K	12.72%	229.80K	$20.19M
Ruffer llp	76.66K	0.24%	76.66K	$6.74M
Leuthold group	31.18K	0.33%	31.18K	$2.74M
Advent capital management /de/	25.00K	0.05%	25.00K	$2.20M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Claris advisors, llc / mo /	-2.00
Mine & arao wealth creation & management, llc.	-2.00
Private trust co na	-2.00
Financial gravity asset management	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	212	-10.92%	27,129,554	-1.10%	64	1.52%	97	-14.91%	71	-
Mar 31, 2024	238	-0.42%	27,430,568	-1.17%	65	1.33%	114	-2.56%	71	-12.35%
Dec 31, 2023	239	-1.24%	27,754,063	-2.68%	69	1.34%	117	24.47%	81	-19.80%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Capital Group New Geography Equity Comp	2.78M	6.67%	-
American Funds New World A	2.78M	6.67%	-
Vanguard International Value Inv	1.23M	2.95%	74.98K
American Funds SMALLCAP World A	948.95K	2.28%	-
Fidelity Series Emerging Markets Opps	698.04K	1.70%	-
JPMorgan Emerging Markets Equity L	488.10K	1.19%	-18.93K
JPM Emerging Markets Equity A (dist) USD	463.30K	1.13%	-143.66K
Capital Group Intl Growth & Inc Comp	466.39K	1.12%	-17.09K
American Funds Intl Gr and Inc F2	466.39K	1.12%	-17.09K
JPMEmerging Markets Equity - Canada Fund	455.34K	1.11%	-151.62K

CPA Ownership FAQ

Who owns the most shares of Copa?

Copa’s largest shareholders are Capital world investors (4.7M shares, 11.27%), Sprucegrove investment management (3.34M shares, 8.00%), and Baillie gifford (3.06M shares, 7.34%). Together, they hold 26.61% 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?

Sprucegrove investment management is Copa’s biggest shareholder by percentage of total assets invested, with 21.02% of its assets in 3.34M Copa shares, valued at 293.48M$.

Who is the top mutual fund holder of Copa shares?

Capital Group New Geography Equity Comp is the top mutual fund holder of Copa shares, with 6.67% of its total shares outstanding invested in 2.78M Copa shares.

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