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-Q1 13F filings (latest filed 2026-05-18). 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
62 tracked funds added or opened CPA while 75 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 298 tracked filers holding CPA, 163 increased or opened the position and 135 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 2025-Q4 and 2026-Q1 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 19
- Capital Research Global Investors$117M
- INCA Investments LLC$27M
- FRANKLIN RESOURCES INC$10M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$5M
- Journey Advisory Group, LLC$3M
- TWINBEECH CAPITAL LP$3M
Full exits 15
- Balyasny Asset Management L.P.$31M
- Assenagon Asset Management S.A.$19M
- Brandywine Global Investment Management, LLC$17M
- TWO SIGMA ADVISERS, LP$15M
- CIBC WORLD MARKET INC.$7M
- Sagil Capital LLP$6M
Largest adds
- Carrhae Capital LLP$44M
- Cullen Capital Management, LLC$27M
- CITADEL ADVISORS LLC$23M
- TWO SIGMA INVESTMENTS, LP$20M
- Artemis Investment Management LLP$16M
- FIL Ltd$16M
Largest trims
- Capital World Investors$133M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$130M
- Driehaus Capital Management LLC$79M
- CAPTRUST FINANCIAL ADVISORS$69M
- BAILLIE GIFFORD & CO$38M
- SPRUCEGROVE INVESTMENT MANAGEMENT LTD$37M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital World Investors trimmed | 3,713,509 | $422M | 13.8% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 2,581,625 | $293M | 9.6% | 2026-Q1 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD trimmed | 1,699,010 | $193M | 6.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,598,332 | $172M | 5.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,396,963 | $159M | 5.2% | 2026-Q1 |
| FMR LLC trimmed | 1,167,538 | $133M | 4.3% | 2026-Q1 |
| Capital Research Global Investors new | 1,031,398 | $117M | 3.8% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 736,228 | $84M | 2.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 734,428 | $83M | 2.7% | 2026-Q1 |
| Artemis Investment Management LLP added | 620,198 | $70M | 2.3% | 2026-Q1 |
| Carrhae Capital LLP added | 518,114 | $59M | 1.9% | 2026-Q1 |
| Vontobel Holding Ltd. added | 510,882 | $58M | 1.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 475,343 | $54M | 1.8% | 2026-Q1 |
| Wishbone Management, LP | 472,500 | $54M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 468,529 | $53M | 1.7% | 2026-Q1 |
| Marathon Asset Management Ltd added | 424,158 | $48M | 1.6% | 2026-Q1 |
| Cullen Capital Management, LLC added | 413,272 | $47M | 1.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 351,310 | $40M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 333,983 | $38M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 320,600 | $36M | 1.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 312,896 | $36M | 1.2% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 303,647 | $34M | 1.1% | 2026-Q1 |
| INCA Investments LLC added | 237,214 | $27M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 225,480 | $26M | 0.8% | 2026-Q1 |
| SPX Gestao de Recursos Ltda trimmed | 224,792 | $26M | 0.8% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 217,648 | $25M | 0.8% | 2026-Q1 |
| LETKO, BROSSEAU & ASSOCIATES INC added | 202,803 | $23M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 181,594 | $21M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 178,027 | $20M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 170,350 | $19M | 0.6% | 2026-Q1 |
| PAR CAPITAL MANAGEMENT INC | 157,197 | $18M | 0.6% | 2026-Q1 |
| Cape Ann Asset Management Ltd trimmed | 153,248 | $17M | 0.6% | 2026-Q1 |
| FIL Ltd added | 145,487 | $17M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 143,618 | $16M | 0.5% | 2026-Q1 |
| Fourth Sail Capital LP added | 136,784 | $16M | 0.5% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 127,532 | $15M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 133,674 | $15M | 0.5% | 2026-Q1 |
| Shellback Capital, LP added | 120,000 | $14M | 0.4% | 2026-Q1 |
| Trek Financial, LLC added | 102,969 | $12M | 0.4% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 102,292 | $12M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 101,034 | $11M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 95,385 | $11M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 94,425 | $11M | 0.4% | 2026-Q1 |
| UBS Group AG added | 94,351 | $11M | 0.4% | 2026-Q1 |
| Bridgewater Associates, LP added | 90,993 | $10M | 0.3% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 87,283 | $10M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 87,155 | $10M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 87,038 | $10M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 85,917 | $10M | 0.3% | 2026-Q1 |
| Banco BTG Pactual S.A. added | 85,000 | $10M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 83,671 | $10M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 83,298 | $9M | 0.3% | 2026-Q1 |
| Knights of Columbus Asset Advisors LLC trimmed | 73,783 | $8M | 0.3% | 2026-Q1 |
| XTX Topco Ltd added | 73,657 | $8M | 0.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 66,522 | $8M | 0.2% | 2026-Q1 |
| Hosking Partners LLP trimmed | 64,878 | $7M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 60,983 | $7M | 0.2% | 2026-Q1 |
| BURNEY CO/ added | 60,789 | $7M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 59,600 | $7M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 56,586 | $6M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 54,078 | $6M | 0.2% | 2026-Q1 |
| 1492 Capital Management LLC trimmed | 53,743 | $6M | 0.2% | 2026-Q1 |
| Amundi | 53,000 | $6M | 0.2% | 2026-Q1 |
| CSM Advisors, LLC added | 51,741 | $6M | 0.2% | 2026-Q1 |
| Ethic Inc. trimmed | 46,954 | $5M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 46,336 | $5M | 0.2% | 2026-Q1 |
| Virtus Family Office LLC added | 45,556 | $5M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 44,704 | $5M | 0.2% | 2026-Q1 |
| Ruffer LLP trimmed | 44,099 | $5M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 41,845 | $5M | 0.2% | 2026-Q1 |
| VELA Investment Management, LLC added | 39,802 | $5M | 0.1% | 2026-Q1 |
| Carrera Capital Advisors added | 37,977 | $4M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 38,420 | $4M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 37,147 | $4M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 36,349 | $4M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 36,320 | $4M | 0.1% | 2026-Q1 |
| PEAK6 LLC added | 35,834 | $4M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 35,107 | $4M | 0.1% | 2026-Q1 |
| Lifetime Wealth Management P.C. trimmed | 35,000 | $4M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 34,810 | $4M | 0.1% | 2026-Q1 |
| Journey Advisory Group, LLC new | 30,065 | $3M | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue | 28,720 | $3M | 0.1% | 2026-Q1 |
| U S GLOBAL INVESTORS INC trimmed | 28,507 | $3M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 28,459 | $3M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 28,263 | $3M | 0.1% | 2026-Q1 |
| DELTEC ASSET MANAGEMENT LLC trimmed | 27,925 | $3M | 0.1% | 2026-Q1 |
| MARATHON CAPITAL MANAGEMENT trimmed | 27,788 | $3M | 0.1% | 2026-Q1 |
| Balyasny Asset Management L.P. added | 258,251 | $31M | 1.0% | 2025-Q4 stale |
| Assenagon Asset Management S.A. added | 155,982 | $19M | 0.6% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC added | 137,970 | $17M | 0.5% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 120,300 | $15M | 0.5% | 2025-Q4 stale |
| Freestone Grove Partners LP new | 100,500 | $12M | 0.4% | 2025-Q3 stale |
| CIBC WORLD MARKET INC. added | 57,780 | $7M | 0.2% | 2025-Q4 stale |
| Sagil Capital LLP trimmed | 53,854 | $6M | 0.2% | 2025-Q4 stale |
| BW Gestao de Investimentos Ltda. new | 50,000 | $5M | 0.2% | 2025-Q2 stale |
| Empirical Finance, LLC | 38,850 | $5M | 0.2% | 2025-Q4 stale |
| Foundry Partners, LLC added | 49,192 | $5M | 0.1% | 2025-Q1 stale |
| DEUTSCHE BANK AG\ trimmed | 40,693 | $4M | 0.1% | 2025-Q2 stale |
| Hudson Bay Capital Management LP | 29,582 | $4M | 0.1% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 28,836 | $3M | 0.1% | 2025-Q3 stale |
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.