Copa Holdings, S.A.
CPA- Exchange
- NYSE
- Industry
- Air Transportation, Scheduled
- SEC CIK
- 0001345105
No open-market purchases or sales by Copa Holdings, S.A. insiders were filed in the last 90 days; 325 institutions reported holding it in 13F filings for Q2 2026, worth $4.01B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Copa Holdings, S.A. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 253
- +42 vs. Q4 2022
- Shares held
- 32.4M
- −6.27K (0.0%) vs. Q4 2022
- Total value
- $2.99B
- +$293.7M (+10.9%) vs. Q4 2022
- New holders
- 57
- 82 more added
- Sold out
- 15
- 80 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CPA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 325 | $4.01B |
| Q1 2026 | 300 | $3.03B |
| Q4 2025 | 283 | $3.28B |
| Q3 2025 | 258 | $3.22B |
| Q2 2025 | 232 | $3.07B |
| Q1 2025 | 188 | $2.44B |
| Q4 2024 | 197 | $2.44B |
| Q3 2024 | 196 | $2.61B |
| Q2 2024 | 208 | $2.60B |
| Q1 2024 | 229 | $2.86B |
| Q4 2023 | 227 | $2.95B |
| Q3 2023 | 235 | $2.55B |
| Q2 2023 | 282 | $3.56B |
| Q1 2023 | 253 | $2.99B |
| Q4 2022 | 211 | $2.69B |
| Q3 2022 | 178 | $2.14B |
| Q2 2022 | 173 | $2.03B |
| Q1 2022 | 197 | $2.90B |
| Q4 2021 | 167 | $2.83B |
| Q3 2021 | 151 | $2.65B |
| Q2 2021 | 149 | $2.55B |
| Q1 2021 | 177 | $2.77B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Copa Holdings, S.A.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1 | $92 | 0.00% | +1 | New |
| Earnest Partners LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $185 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 3 | $280 | 0.00% | +3 | New |
| Lindbrook Capital, LLC | 4 | $369 | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 5 | $462 | 0.00% | +5 | New |
| Quadrant Capital Group LLC | 5 | $462 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 6 | $554 | 0.00% | +6 | New |
| Creative Planning | 6 | $555 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 7 | $646 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $739 | 0.00% | +2+33.3% | Added |
| SJS Investment Consulting Inc. | 10 | $924 | 0.00% | +2+25.0% | Added |
| Schubert & Co | 17 | $1.57K | 0.00% | −1−5.6% | Reduced |
| Hexagon Capital Partners LLC | 18 | $1.66K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 22 | $2.03K | 0.00% | +1+4.8% | Added |
| Parallel Advisors, LLC | 23 | $2.12K | 0.00% | +20+666.7% | Added |
| Lee Financial Co | 23 | $2.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $2.31K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 28 | $2.59K | 0.00% | −1,329−97.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 28 | $2.59K | 0.00% | +28 | New |
| Sunbelt Securities, Inc. | 30 | $2.77K | 0.00% | +30 | New |
| CWM, LLC | 35 | $3.00K | 0.00% | −137−79.7% | Reduced |
| Sofos Investments, Inc. | 92 | $4.15K | 0.18% | +9+10.8% | Added |
| Blue Bell Private Wealth Management, LLC | 50 | $4.62K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $4.80K | 0.00% | +52 | New |
| Benjamin F. Edwards & Company, Inc. | 54 | $5.00K | 0.00% | +54 | New |
| TCI Wealth Advisors, Inc. | 58 | $5.36K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 61 | $6.00K | 0.00% | −157−72.0% | Reduced |
| Centerpoint Advisors, LLC | 78 | $7.00K | 0.00% | +78 | New |
| IFP Advisors, Inc | 66 | $8.80K | 0.00% | −259−79.7% | Reduced |
| Umb Bank N A | 97 | $8.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $9.23K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 107 | $9.88K | 0.00% | +101+1,683.3% | Added |
| Federated Hermes, Inc. | 117 | $10.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 177 | $16.0K | 0.01% | +175+8,750.0% | Added |
| Tucker Asset Management LLC | 195 | $18.0K | 0.01% | +195 | New |
| Compagnie Lombard Odier SCmA | 217 | $20.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 235 | $22.0K | 0.00% | +208+770.4% | Added |
| Huntington National Bank | 251 | $23.2K | 0.00% | +209+497.6% | Added |
| Raleigh Capital Management Inc. | 255 | $23.5K | 0.01% | +255 | New |
| American International Group, Inc. | 286 | $26.4K | 0.00% | −9−3.1% | Reduced |
| Bell Investment Advisors, Inc | 294 | $27.2K | 0.01% | +5+1.7% | Added |
| Deutsche Bank AG | 300 | $27.7K | 0.00% | −135,942−99.8% | Reduced |
| Investors Research Corp | 300 | $27.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 311 | $29.0K | 0.01% | +311 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 392 | $36.2K | 0.00% | +392 | New |
| Advisory Services Network, LLC | 465 | $42.9K | 0.00% | +437+1,560.7% | Added |
| MetLife Investment Management | 588 | $54.3K | 0.00% | −4−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 598 | $55.2K | 0.00% | −33,844−98.3% | Reduced |
| Aquatic Capital Management LLC | 800 | $74.0K | 0.00% | +800 | New |
| State of Wyoming | 998 | $92.2K | 0.03% | +608+155.9% | Added |
| Bank of Montreal | 1,262 | $117.0K | 0.00% | −179,865−99.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,273 | $117.6K | 0.00% | −19−1.5% | Reduced |
| Proequities, Inc. | 1,358 | $125.4K | 0.01% | +1,358 | New |
| Pension & Wealth Management Advisors, Inc. | 1,572 | $145.2K | 0.11% | −345−18.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,592 | $147.0K | 0.00% | −12−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,693 | $156.3K | 0.00% | +102+6.4% | Added |
| USA Financial Portformulas Corp | 1,922 | $177.5K | 0.29% | +1,922 | New |
| Legal & General Group Plc | 2,194 | $202.6K | 0.00% | −36−1.6% | Reduced |
| Oak Thistle LLC | 2,275 | $210.1K | 0.12% | +2,275 | New |
| Seven Eight Capital, LP | 2,298 | $212.2K | 0.04% | +2,298 | New |
| Diversified Trust Co | 2,310 | $213.3K | 0.01% | +2,310 | New |
| Norges Bank | 2,345 | $216.6K | 0.00% | −42,958−94.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 2,363 | $218.2K | 0.12% | −21−0.9% | Reduced |
| Mariner, LLC | 2,396 | $221.0K | 0.00% | +2,396 | New |
| Vident Investment Advisory, LLC | 2,415 | $223.0K | 0.01% | +2,415 | New |
| Blueshift Asset Management, LLC | 2,455 | $226.7K | 0.09% | +2,455 | New |
| Stratos Wealth Partners, LTD. | 2,522 | $232.9K | 0.01% | +2,522 | New |
| JustInvest LLC | 2,571 | $237.4K | 0.01% | +2,571 | New |
| Aaron Wealth Advisors | 2,630 | $242.9K | 0.03% | +146+5.9% | Added |
| Aigen Investment Management, LP | 2,843 | $262.6K | 0.04% | +2,843 | New |
| Principal Financial Group Inc | 2,855 | $263.7K | 0.00% | +101+3.7% | Added |
| Two Sigma Advisers, LP | 2,909 | $268.6K | 0.00% | −1,900−39.5% | Reduced |
| Martingale Asset Management L P | 2,919 | $269.6K | 0.01% | −590−16.8% | Reduced |
| Fca Corp | 3,000 | $277.1K | 0.10% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,027 | $279.5K | 0.11% | +3,027 | New |
| Cable Hill Partners, LLC | 3,082 | $284.6K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,107 | $286.9K | 0.01% | +3,107 | New |
| Penserra Capital Management LLC | 3,147 | $290.0K | 0.01% | −9,676−75.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,341 | $308.5K | 0.04% | +3,341 | New |
| Handelsbanken Fonder AB | 3,500 | $323.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,689 | $340.7K | 0.00% | −289−7.3% | Reduced |
| Bailard, Inc. | 3,700 | $341.7K | 0.01% | +3,700 | New |
| Jane Street Group, LLC | 3,732 | $344.6K | 0.00% | −3,176−46.0% | Reduced |
| Quantamental Technologies LLC | 3,810 | $351.9K | 0.19% | +539+16.5% | Added |
| Charles Schwab Investment Management Inc | 3,925 | $362.5K | 0.00% | +110+2.9% | Added |
| SG Americas Securities, LLC | 4,055 | $374.0K | 0.01% | +1,542+61.4% | Added |
| Atlas Capital Advisors LLC | 4,361 | $402.7K | 0.06% | +4,079+1,446.5% | Added |
| Price T Rowe Associates Inc | 4,420 | $409.0K | 0.00% | −23,005−83.9% | Reduced |
| Legato Capital Management LLC | 4,510 | $416.5K | 0.08% | 00.0% | Unchanged |
| Amalgamated Bank | 4,626 | $427.0K | 0.00% | −5,473−54.2% | Reduced |
| TownSquare Capital, LLC | 4,775 | $441.0K | 0.01% | +169+3.7% | Added |
| Valeo Financial Advisors, LLC | 4,847 | $447.6K | 0.02% | +197+4.2% | Added |
| RBF Capital, LLC | 5,000 | $461.8K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,592 | $516.4K | 0.03% | +5,592 | New |
| First Hawaiian Bank | 5,695 | $525.9K | 0.02% | +270+5.0% | Added |
| Leonteq Securities AG | 5,776 | $533.4K | 0.05% | −10−0.2% | Reduced |