Copa Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CPA N?
Owner Type	Number of Shares	Ownership Percentage
General Public	657,100	1.58%
Private Companies	11,053,125	26.7%
Institutions	29,761,987	71.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 84.55% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
26.7%	Corporación de Inverstiones Aereas, S.A.	11,053,125	Mex$19.7b	0%	no data
11.4%	Capital Research and Management Company	4,724,016	Mex$8.4b	0%	0.02%
8.63%	Baillie Gifford & Co.	3,577,128	Mex$6.4b	-0.68%	0.14%
7.69%	Sprucegrove Investment Management Ltd	3,189,574	Mex$5.7b	3.35%	4.91%
5.38%	JP Morgan Asset Management	2,229,722	Mex$4.0b	-9.41%	0.02%
2.84%	FMR LLC	1,176,512	Mex$2.1b	-6.9%	0.01%
2.82%	Lazard Asset Management LLC	1,170,981	Mex$2.1b	4.71%	0.09%
2.23%	Dimensional Fund Advisors LP	924,853	Mex$1.6b	11.5%	0.01%
2.1%	Renaissance Technologies LLC	870,385	Mex$1.6b	-0.18%	0.11%
1.34%	Carrhae Capital, LLP	555,900	Mex$991.7m	0%	6.01%
1.25%	Brandes Investment Partners, LP	517,603	Mex$923.4m	13.3%	0.3%
1.24%	Marathon Asset Management Limited	514,679	Mex$918.1m	1.68%	0.29%
1.24%	Citigroup Inc.,Banking and Securities Investments	514,665	Mex$918.1m	-23%	0.03%
1.1%	Citadel Advisors LLC	455,046	Mex$811.8m	-34.3%	0.04%
1.02%	Shellback Capital, LP	424,717	Mex$757.7m	-3.47%	2.78%
1.01%	Wishbone Management, LP	420,000	Mex$749.3m	20%	10.92%
1.01%	Vontobel Asset Management, Inc.	418,588	Mex$746.7m	7,850%	0.11%
0.98%	SEI Investments Company	407,805	Mex$727.5m	5.44%	0.05%
0.93%	SPX Equities Gestao De Recursos Ltda.	385,029	Mex$686.9m	-7.84%	2.66%
0.85%	Raymond James Financial Inc., Asset Management Arm	354,483	Mex$632.4m	20.3%	0.02%
0.72%	JPMorgan Chase & Co, Brokerage and Securities Investments	298,839	Mex$533.1m	100%	0.01%
0.69%	Victory Capital Management Inc.	284,796	Mex$508.1m	-0.32%	0.02%
0.51%	Artisan Partners Limited Partnership	211,138	Mex$376.7m	-2.46%	0.01%
0.47%	Pictet Asset Management Limited	193,557	Mex$345.3m	9.51%	0.02%
0.46%	Two Sigma Investments, LP	191,081	Mex$340.9m	217%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 07:47
End of Day Share Price	2024/12/18 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Copa Holdings, S.A. is covered by 29 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Bob McAdoo	Avondale Partners
Daniel Spilberg	Barclays
Pablo Monsivais Mendoza	Barclays