Who owns CPA
Which tracked institutional funds hold CPA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CPA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
139 tracked funds added or opened CPA while 49 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CPA’s largest tracked holder by dollar value, Capital World Investors, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CPA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CPA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 309 tracked filers holding CPA, 181 increased or opened the position and 157 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CPA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- LAKEWOOD CAPITAL MANAGEMENT, LP$77M
- Truxt Investmentos Ltda.$11M
- Turas Capital Management LP$7M
- BALYASNY ASSET MANAGEMENT L.P.$5M
- SMA Capital LLC$3M
- POLEN CAPITAL MANAGEMENT LLC$3M
Full exits 29
- SPX Gestao de Recursos Ltda$26M
- WASATCH ADVISORS LP$25M
- HRT FINANCIAL LP$11M
- Public Sector Pension Investment Board$11M
- Janney Montgomery Scott LLC$10M
- Amundi$6M
Largest adds
- BAILLIE GIFFORD & CO$89M
- FIL Ltd$74M
- JPMORGAN CHASE & CO$67M
- DIMENSIONAL FUND ADVISORS LP$67M
- FMR LLC$58M
- Capital Research Global Investors$45M
Largest trims
- Artemis Investment Management LLP$55M
- PAR CAPITAL MANAGEMENT INC$15M
- AMERIPRISE FINANCIAL INC$14M
- Itau Unibanco Holding S.A.$13M
- Fourth Sail Capital LP$12M
- CITADEL ADVISORS LLC$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital World Investors trimmed | 2,856,717 | $444M | 11.5% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 2,455,810 | $382M | 9.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,541,526 | $240M | 6.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,453,351 | $226M | 5.9% | 2026-Q2 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD trimmed | 1,451,592 | $226M | 5.9% | 2026-Q2 |
| FMR LLC added | 1,223,838 | $190M | 4.9% | 2026-Q2 |
| Capital Research Global Investors added | 1,042,831 | $162M | 4.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 772,928 | $120M | 3.1% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 769,630 | $120M | 3.1% | 2026-Q2 |
| FIL Ltd added | 579,229 | $90M | 2.3% | 2026-Q2 |
| Cullen Capital Management, LLC added | 571,263 | $89M | 2.3% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 504,469 | $78M | 2.0% | 2026-Q2 |
| LAKEWOOD CAPITAL MANAGEMENT, LP new | 494,900 | $77M | 2.0% | 2026-Q2 |
| Wishbone Management, LP | 472,500 | $74M | 1.9% | 2026-Q2 |
| Marathon Asset Management Ltd trimmed | 414,473 | $64M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 414,136 | $64M | 1.7% | 2026-Q2 |
| Carrhae Capital LLP trimmed | 400,262 | $62M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 392,231 | $61M | 1.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 385,249 | $60M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 363,505 | $57M | 1.5% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 330,738 | $51M | 1.3% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 317,881 | $49M | 1.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 286,619 | $45M | 1.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 282,848 | $44M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 281,884 | $44M | 1.1% | 2026-Q2 |
| UBS Group AG added | 261,356 | $41M | 1.1% | 2026-Q2 |
| INCA Investments LLC | 237,214 | $37M | 1.0% | 2026-Q2 |
| LETKO, BROSSEAU & ASSOCIATES INC added | 207,978 | $32M | 0.8% | 2026-Q2 |
| MARSHALL WACE, LLP added | 174,230 | $27M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 162,829 | $25M | 0.7% | 2026-Q2 |
| Cape Ann Asset Management Ltd trimmed | 143,256 | $22M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 120,818 | $19M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 118,212 | $18M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 110,426 | $17M | 0.4% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 106,732 | $17M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 105,864 | $16M | 0.4% | 2026-Q2 |
| Bridgewater Associates, LP added | 104,487 | $16M | 0.4% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 96,770 | $15M | 0.4% | 2026-Q2 |
| Trexquant Investment LP added | 94,507 | $15M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 93,623 | $15M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 92,346 | $14M | 0.4% | 2026-Q2 |
| Trek Financial, LLC trimmed | 92,191 | $14M | 0.4% | 2026-Q2 |
| Shellback Capital, LP trimmed | 88,900 | $14M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 88,628 | $14M | 0.4% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 87,283 | $14M | 0.4% | 2026-Q2 |
| Banco BTG Pactual S.A. | 85,000 | $13M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 80,663 | $13M | 0.3% | 2026-Q2 |
| BURNEY CO/ added | 77,576 | $12M | 0.3% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC added | 74,821 | $12M | 0.3% | 2026-Q2 |
| Truxt Investmentos Ltda. added | 71,416 | $11M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 66,892 | $10M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 64,687 | $10M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 63,971 | $10M | 0.3% | 2026-Q2 |
| Hosking Partners LLP trimmed | 63,186 | $10M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 59,166 | $9M | 0.2% | 2026-Q2 |
| 1492 Capital Management LLC added | 57,508 | $9M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 55,133 | $9M | 0.2% | 2026-Q2 |
| Ruffer LLP added | 52,227 | $8M | 0.2% | 2026-Q2 |
| Ethic Inc. trimmed | 46,801 | $7M | 0.2% | 2026-Q2 |
| Virtus Family Office LLC added | 46,286 | $7M | 0.2% | 2026-Q2 |
| Turas Capital Management LP new | 44,800 | $7M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 44,704 | $7M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 44,163 | $7M | 0.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 43,959 | $7M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 42,874 | $7M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC added | 42,699 | $7M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 42,131 | $7M | 0.2% | 2026-Q2 |
| VELA Investment Management, LLC added | 39,119 | $6M | 0.2% | 2026-Q2 |
| Journey Advisory Group, LLC added | 39,020 | $6M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 37,210 | $6M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 36,749 | $6M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 35,900 | $6M | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 31,198 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 30,755 | $5M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 30,555 | $5M | 0.1% | 2026-Q2 |
| U S GLOBAL INVESTORS INC added | 29,833 | $5M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 28,057 | $4M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 27,522 | $4M | 0.1% | 2026-Q2 |
| DELTEC ASSET MANAGEMENT LLC trimmed | 27,325 | $4M | 0.1% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 27,320 | $4M | 0.1% | 2026-Q2 |
| Boston Partners added | 26,898 | $4M | 0.1% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 26,289 | $4M | 0.1% | 2026-Q2 |
| Fourth Sail Capital LP trimmed | 24,481 | $4M | 0.1% | 2026-Q2 |
| CM Management, LLC added | 24,000 | $4M | 0.1% | 2026-Q2 |
| MARATHON CAPITAL MANAGEMENT trimmed | 23,483 | $4M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 22,939 | $4M | 0.1% | 2026-Q2 |
| McGowan Group Asset Management, Inc. added | 22,714 | $4M | 0.1% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. added | 22,505 | $4M | 0.1% | 2026-Q2 |
| SMA Capital LLC new | 22,000 | $3M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 21,505 | $3M | 0.1% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP added | 21,170 | $3M | 0.1% | 2026-Q2 |
| Aberdeen Group plc trimmed | 21,029 | $3M | 0.1% | 2026-Q2 |
| PAR CAPITAL MANAGEMENT INC trimmed | 20,115 | $3M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 19,919 | $3M | 0.1% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC added | 18,948 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 18,668 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 17,819 | $3M | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 17,312 | $3M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 17,112 | $3M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 15,588 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.