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Copa Holdings SA (CPA)

CUSIP: P31076105 | Industrials · Airlines | Mid Cap | 1191 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GSprucegrove Investment Management LTD1,451,5924.6%Newly reportedJul 31, 202631d ahead of 13F (1,451,592 sh) · no change
13GSprucegrove Investment Management LTD1,451,592
4.6% of class · Jul 31, 2026Newly reported
31d ahead of 13F (1,451,592 sh) · no change

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,503,636
0.0% of portfolio›$198.3M
Vontobel Holding Ltd.452,117
0.2% of portfolio›$59.6M
Marathon Asset Management Ltd384,695
2.3% of portfolio›$50.7M
Carrhae Capital LLP226,475
1.0% of portfolio›$29.9M
Artemis Investment Management LLP159,559
0.2% of portfolio›$21.0M
Trek Financial, LLC131,163
0.8% of portfolio›$17.3M
Hosking Partners LLP57,372
0.3% of portfolio›$7.6M
Burney Co/52,136
0.2% of portfolio›$6.9M
Concurrent Investment Advisors, LLC50,241
0.0% of portfolio›$6.6M
Ethic Inc.46,629
0.1% of portfolio›$6.1M
Virtus Family Office LLC46,043
4.6% of portfolio›$6.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS44,163
0.0% of portfolio›$5.8M
Journey Advisory Group, LLC39,542
0.4% of portfolio›$5.2M
Deprince Race & Zollo Inc34,717
0.1% of portfolio›$4.6M
U S Global Investors Inc31,516
0.4% of portfolio›$4.2M
Deltec Asset Management LLC29,937
0.6% of portfolio›$3.9M
Marathon Capital Management23,148
0.6% of portfolio›$3.1M
Pictet Asset Management Holding SA22,939
0.0% of portfolio›$3.0M
Kestra Advisory Services, LLC22,517
0.0% of portfolio›$3.0M
Diversify Advisory Services, LLC19,081
0.0% of portfolio›$2.6M
Diversify Wealth Management, LLC19,081
0.0% of portfolio›$2.6M
Lifetime Wealth Management P.C.18,120
1.4% of portfolio›$2.4M
DekaBank Deutsche Girozentrale15,101
0.0% of portfolio›$2.0K
Harbor Capital Advisors, Inc.11,391
0.0% of portfolio›$1.5K
Range Financial Group LLC10,543
0.4% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd10,002
0.0% of portfolio›$1.3M
Citigroup Inc9,930
0.0% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC8,945
0.0% of portfolio›$1.2M
Quad-Cities Investment Group, LLC8,930
0.4% of portfolio›$1.2M
Klein Pavlis & Peasley Financial, Inc.7,851
0.5% of portfolio›$1.0M
Kestra Investment Management, LLC7,112
0.0% of portfolio›$937.7K
Convergence Financial, LLC4,894
0.1% of portfolio›$645.3K
Counterpoint Mutual Funds LLC4,527
0.1% of portfolio›$596.9K
Total Wealth Planning & Management, Inc.4,292
0.4% of portfolio›$565.9K
Prospera Financial Services Inc4,181
0.0% of portfolio›$539.0K
Atria Investments, Inc3,695
0.0% of portfolio›$487.2K
HUB Investment Partners, LLC3,481
0.0% of portfolio›$459.0K
Burns Matteson Capital Management, LLC3,427
0.2% of portfolio›$451.9K
Chicago Partners Investment Group LLC3,329
0.0% of portfolio›$437.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,128
0.0% of portfolio›$412.4K
Confluence Investment Management LLC3,094
0.0% of portfolio›$407.9K
Leuthold Group, LLC2,939
0.0% of portfolio›$387.5K
Carrera Capital Advisors2,904
0.1% of portfolio›$382.9K
LightSquare Wealth Management, LLC2,887
0.3% of portfolio›$380.7K
Inscription Capital, LLC2,752
0.0% of portfolio›$362.9K
Seven Mile Advisory2,660
0.2% of portfolio›$350.7K
Creative Planning2,563
0.0% of portfolio›$337.9K
Ashton Thomas Private Wealth, LLC2,466
0.0% of portfolio›$325.1K
Integrated Advisors Network LLC2,454
0.0% of portfolio›$323.6K
Carolina Wealth Advisors, LLC2,346
0.1% of portfolio›$309.3K
Pension & Wealth Management Advisors, Inc.2,320
0.1% of portfolio›$305.9K
Sumitomo Mitsui DS Asset Management Company, Ltd2,253
0.0% of portfolio›$297.1K
Focus Financial Network, Inc.2,088
0.0% of portfolio›$275.3K
Truist Financial Corp1,940
0.0% of portfolio›$255.8K
Vise Technologies, Inc.1,908
0.0% of portfolio›$251.5K
Aaron Wealth Advisors LLC1,868
0.0% of portfolio›$246.3K
Lanark Financial, Inc.1,866
0.0% of portfolio›$246.0K
Crestwood Advisors Group, LLC1,849
0.0% of portfolio›$243.8K
IPG Investment Advisors LLC1,760
0.0% of portfolio›$232.1K
Retirement Planning Co of New England, Inc.1,709
0.1% of portfolio›$225.3K
Angeles Wealth Management, LLC1,673
0.0% of portfolio›$220.6K
Childress Capital Advisors, LLC1,664
0.0% of portfolio›$219.4K
Perigon Wealth Management, LLC1,614
0.0% of portfolio›$212.8K
Optimist Retirement Group LLC1,596
0.1% of portfolio›$210.4K
Karras Company, Inc.1,566
0.2% of portfolio›$206.5K
Euro Pacific Asset Management, LLC1,541
0.0% of portfolio›$203.2K
Versant Capital Management, Inc1,369
0.0% of portfolio›$180.5K
EverSource Wealth Advisors, LLC1,078
0.0% of portfolio›$142.1K
Leonteq Securities AG1,070
0.0% of portfolio›$141.1K
IFP Advisors, Inc959
0.0% of portfolio›$126.4K
Assetmark, Inc836
0.0% of portfolio›$110.2K
Mirae Asset Global Investments Co., Ltd.759
0.0% of portfolio›$100.1K
Catalyst Capital Advisors LLC700
0.0% of portfolio›$92.3K
Mitsubishi UFJ Asset Management Co., Ltd.654
0.0% of portfolio›$86.6K
Triumph Capital Management570
0.0% of portfolio›$75.2K
SBI Securities Co., Ltd.545
0.0% of portfolio›$71.9K
Center for Financial Planning, Inc.516
0.0% of portfolio›$68.0K
State of Wyoming500
0.0% of portfolio›$65.9K
Caitong International Asset Management Co., Ltd482
0.0% of portfolio›$63.6K
Hilton Head Capital Partners, LLC456
0.0% of portfolio›$60.1K
Bell Investment Advisors, Inc409
0.0% of portfolio›$53.9K
Farther Finance Advisors, LLC401
0.0% of portfolio›$52.9K
Toth Financial Advisory Corp300
0.0% of portfolio›$39.6K
SJS Investment Consulting Inc.288
0.0% of portfolio›$38.0K
TD Waterhouse Canada Inc.277
0.0% of portfolio›$36.7K
Elevation Wealth Partners, LLC266
0.0% of portfolio›$35.1K
Cape Investment Advisory, Inc.255
0.0% of portfolio›$33.6K
Elyxium Wealth, LLC223
0.0% of portfolio›$29.4K
Fortitude Family Office, LLC196
0.0% of portfolio›$25.8K
Root Financial Partners, LLC193
0.0% of portfolio›$25.4K
True Wealth Design, LLC123
0.0% of portfolio›$16.2K
Ares Financial Consulting, LLC122
0.0% of portfolio›$16.1K
Parallel Advisors, LLC105
0.0% of portfolio›$13.8K
Provenance Wealth Advisors, LLC54
0.0% of portfolio›$7.1K
GoalVest Advisory LLC52
0.0% of portfolio›$6.9K
Ascentis Wealth Management, LLC45
0.0% of portfolio›$5.9K
JFS Wealth Advisors, LLC43
0.0% of portfolio›$5.7K
Brown, Lisle Ings, Inc.31
0.0% of portfolio›$4.1K
Birch Financial Group, LLC26
0.0% of portfolio›$3.4K
1620 Investment Advisors, Inc.25
0.0% of portfolio›$3.3K
Pinnacle Wealth Planning Services, Inc.24
0.0% of portfolio›$3.2K
Signaturefd, LLC22
0.0% of portfolio›$2.9K
Mather Group, Llc.18
0.0% of portfolio›$2.4K
Creative Capital Management Investments LLC18
0.0% of portfolio›$2.4K
Bare Financial Services, Inc16
0.0% of portfolio›$2.1K
TD Private Client Wealth LLC16
0.0% of portfolio›$2.1K
Spire Wealth Management12
0.0% of portfolio›$1.6K
Capital Advisors, Ltd. LLC12
0.0% of portfolio›$2
Bay Harbor Wealth Management, LLC8
0.0% of portfolio›$1.1K
Clark Wealth Partners7
0.0% of portfolio›$923
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$792
DecisionPoint Financial, LLC2
0.0% of portfolio›$266
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,503,636$198.3M0.0%IndexLowAustin, TX2026-11-04
Vontobel Holding Ltd.
452,117$59.6M0.2%CoreMediumZurich, Switzerland2026-10-16
Marathon Asset Management Ltd
384,695$50.7M2.3%ValueLowLondon, United Kingdom2026-10-26
Carrhae Capital LLP
226,475$29.9M1.0%GARPVery HighLondon, United Kingdom2026-10-20
Artemis Investment Management LLP
159,559$21.0M0.2%GARPHighEdinburgh, United Kingdom2026-10-08
Trek Financial, LLC
131,163$17.3M0.8%ETFHighScottsdale, AZ2026-10-29
Hosking Partners LLP
57,372$7.6M0.3%GARPLowLondon, United Kingdom2026-10-21
Burney Co/
52,136$6.9M0.2%GARPMediumReston, VA2026-10-15
Concurrent Investment Advisors, LLC
50,241$6.6M0.0%GrowthMediumTampa, FL2026-10-16
Ethic Inc.
46,629$6.1M0.1%CoreLowNew York, NY2026-11-03
Virtus Family Office LLC
46,043$6.1M4.6%Deep ValueMediumEl Paso, TX2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
44,163$5.8M0.0%CoreLowHarrisburg, PA2026-11-03
Journey Advisory Group, LLC
39,542$5.2M0.4%CoreMediumCovington, KY2026-11-04
Deprince Race & Zollo Inc
34,717$4.6M0.1%Deep ValueHighWinter Park, FL2026-10-13
U S Global Investors Inc
31,516$4.2M0.4%GARPMediumSan Antonio, TX2026-10-22
Deltec Asset Management LLC
29,937$3.9M0.6%CoreMediumNew York, NY2026-10-26
Marathon Capital Management
23,148$3.1M0.6%CoreLowHunt Valley, MD2026-10-23
Pictet Asset Management Holding SA
22,939$3.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Kestra Advisory Services, LLC
22,517$3.0M0.0%CoreLowAustin, TX2026-11-02
Diversify Advisory Services, LLC
19,081$2.6M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
19,081$2.6M0.0%GrowthMediumSandy, UT2026-10-20
Lifetime Wealth Management P.C.
18,120$2.4M1.4%YieldLowRockwall, TX2026-10-29
DekaBank Deutsche Girozentrale
15,101$2.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Harbor Capital Advisors, Inc.
11,391$1.5K0.0%ValueHighChicago, IL2026-10-22
Range Financial Group LLC
10,543$1.4M0.4%GARPMediumTigard, OR2026-10-21
Y-Intercept (Hong Kong) Ltd
10,002$1.3M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
9,930$1.3M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
8,945$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Quad-Cities Investment Group, LLC
8,930$1.2M0.4%CoreLowDavenport, IA2026-10-16
Klein Pavlis & Peasley Financial, Inc.
7,851$1.0M0.5%ValueMediumIrvine, CA2026-10-13
Kestra Investment Management, LLC
7,112$937.7K0.0%ETFMediumAustin, TX2026-11-04
Convergence Financial, LLC
4,894$645.3K0.1%ETFMediumColumbia, MO2026-10-27
Counterpoint Mutual Funds LLC
4,527$596.9K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Total Wealth Planning & Management, Inc.
4,292$565.9K0.4%CoreMediumPonte Vedra Beach, FL2026-10-23
Prospera Financial Services Inc
4,181$539.0K0.0%CoreMediumDallas, TX2026-11-04
Atria Investments, Inc
3,695$487.2K0.0%CoreMediumCharlotte, NC2026-10-15
HUB Investment Partners, LLC
3,481$459.0K0.0%GrowthLowAustin, TX2026-11-03
Burns Matteson Capital Management, LLC
3,427$451.9K0.2%CoreMediumCorning, NY2026-10-16
Chicago Partners Investment Group LLC
3,329$437.4K0.0%GARPLowChicago, IL2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,128$412.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Confluence Investment Management LLC
3,094$407.9K0.0%ValueMediumSt. Louis, MO2026-10-01
Leuthold Group, LLC
2,939$387.5K0.0%ValueMediumMinneapolis, MN2026-11-04
Carrera Capital Advisors
2,904$382.9K0.1%ETFMediumTroy, MI2026-11-03
LightSquare Wealth Management, LLC
2,887$380.7K0.3%ETFN/ABingham Farms, MI2026-11-03
Inscription Capital, LLC
2,752$362.9K0.0%GARPMediumHouston, TX2026-11-02
Seven Mile Advisory
2,660$350.7K0.2%GrowthLowTallahassee, FL2026-10-22
Creative Planning
2,563$337.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Ashton Thomas Private Wealth, LLC
2,466$325.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Integrated Advisors Network LLC
2,454$323.6K0.0%GrowthMediumDallas, TX2026-10-20
Carolina Wealth Advisors, LLC
2,346$309.3K0.1%YieldHighMyrtle Beach, SC2026-10-23
Pension & Wealth Management Advisors, Inc.
2,320$305.9K0.1%ETFLowWaltham, MA2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
2,253$297.1K0.0%IndexVery LowTokyo, Mexico2026-10-20
Focus Financial Network, Inc.
2,088$275.3K0.0%ETFLowMinneapolis, MN2026-10-14
Truist Financial Corp
1,940$255.8K0.0%CoreLowCharlotte, NC2026-10-30
Vise Technologies, Inc.
1,908$251.5K0.0%IndexLowNew York, NY2026-10-29
Aaron Wealth Advisors LLC
1,868$246.3K0.0%GrowthMediumChicago, IL2026-10-13
Lanark Financial, Inc.
1,866$246.0K0.0%CoreMediumBirmingham, AL2026-10-26
Crestwood Advisors Group, LLC
1,849$243.8K0.0%GrowthLowBoston, MA2026-10-27
IPG Investment Advisors LLC
1,760$232.1K0.0%CoreMediumSan Diego, CA2026-10-30
Retirement Planning Co of New England, Inc.
1,709$225.3K0.1%CoreLowWarwick, RI2026-10-15
Angeles Wealth Management, LLC
1,673$220.6K0.0%ETFLowSanta Monica, CA2026-10-26
Childress Capital Advisors, LLC
1,664$219.4K0.0%GARPMediumHouston, TX2026-10-28
Perigon Wealth Management, LLC
1,614$212.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Optimist Retirement Group LLC
1,596$210.4K0.1%ValueLowBellevue, WA2026-10-30
Karras Company, Inc.
1,566$206.5K0.2%GrowthLowRoy, UT2026-10-16
Euro Pacific Asset Management, LLC
1,541$203.2K0.0%GARPLowDorado, PR2026-11-03
Versant Capital Management, Inc
1,369$180.5K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
1,078$142.1K0.0%CoreMediumBirmingham, AL2026-11-04
Leonteq Securities AG
1,070$141.1K0.0%CoreHighZurich, Switzerland2026-10-29
IFP Advisors, Inc
959$126.4K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
836$110.2K0.0%ETFLowConcord, CA2026-10-21
Mirae Asset Global Investments Co., Ltd.
759$100.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Catalyst Capital Advisors LLC
700$92.3K0.0%ETFVery LowSan Juan, PR2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
654$86.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Triumph Capital Management
570$75.2K0.0%ETFMediumDenver, CO2026-10-14
SBI Securities Co., Ltd.
545$71.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Center for Financial Planning, Inc.
516$68.0K0.0%ETFLowSouthfied, MI2026-10-26
State of Wyoming
500$65.9K0.0%ValueHighCheyenne, WY2026-10-28
Caitong International Asset Management Co., Ltd
482$63.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Hilton Head Capital Partners, LLC
456$60.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
Bell Investment Advisors, Inc
409$53.9K0.0%ETFVery LowOrinda, CA2026-10-29
Farther Finance Advisors, LLC
401$52.9K0.0%IndexLowSan Francisco, CA2026-10-08
Toth Financial Advisory Corp
300$39.6K0.0%CoreLowLeesburg, VA2026-10-08
SJS Investment Consulting Inc.
288$38.0K0.0%ETFVery LowSylvania, OH2026-10-26
TD Waterhouse Canada Inc.
277$36.7K0.0%CoreLowToronto, Australia2026-10-16
Elevation Wealth Partners, LLC
266$35.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Cape Investment Advisory, Inc.
255$33.6K0.0%ETFLowMcdonough, GA2026-10-13
Elyxium Wealth, LLC
223$29.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Fortitude Family Office, LLC
196$25.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Root Financial Partners, LLC
193$25.4K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
123$16.2K0.0%ETFMediumAkron, OH2026-10-13
Ares Financial Consulting, LLC
122$16.1K0.0%CoreLowCalabasas, CA2026-10-19
Parallel Advisors, LLC
105$13.8K0.0%IndexLowSan Francisco, CA2026-11-03
Provenance Wealth Advisors, LLC
54$7.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
GoalVest Advisory LLC
52$6.9K0.0%ETFMediumNew York, NY2026-10-02
Ascentis Wealth Management, LLC
45$5.9K0.0%Agg GrowthLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
43$5.7K0.0%ETFVery LowHermitage, PA2026-11-03
Brown, Lisle Ings, Inc.
31$4.1K0.0%CoreVery LowProvidence, RI2026-10-16
Birch Financial Group, LLC
26$3.4K0.0%CoreLowKeene, NH2026-10-27
1620 Investment Advisors, Inc.
25$3.3K0.0%ValueLowPlymouth, MA2026-11-04
Pinnacle Wealth Planning Services, Inc.
24$3.2K0.0%GARPLowMansfield, OH2026-10-27
Signaturefd, LLC
22$2.9K0.0%IndexLowAtlanta, GA2026-10-23
Mather Group, Llc.
18$2.4K0.0%ETFMediumChicago, IL2026-10-14
Creative Capital Management Investments LLC
18$2.4K0.0%ETFLowSan Diego, CA2026-10-28
Bare Financial Services, Inc
16$2.1K0.0%ETFVery LowGap, PA2026-11-04
TD Private Client Wealth LLC
16$2.1K0.0%ETFLowNew York, NY2026-10-28
Spire Wealth Management
12$1.6K0.0%GrowthMediumMclean, VA2026-10-30
Capital Advisors, Ltd. LLC
12$20.0%ETFLowShaker Heights, OH2026-10-27
Bay Harbor Wealth Management, LLC
8$1.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Clark Wealth Partners
7$9230.0%ETFVery LowO'Fallon, IL2026-10-19
DiNuzzo Private Wealth, Inc.
6$7920.0%ETFLowBeaver, PA2026-10-16
DecisionPoint Financial, LLC
2$2660.0%ETFVery LowMesa, AZ2026-10-27