Current Market Value 4,860,147,224
Current Holdings 287
Most Recent File Date 2025-07-21
Total Filings on Record 61
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Copeland Capital Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-21 2025-06-30 13F-HR 287 4,860,147
2025-04-24 2025-03-31 13F-HR 283 4,992,752
2025-01-24 2024-12-31 13F-HR 294 5,377,951
2024-10-21 2024-09-30 13F-HR 279 5,749,540
2024-07-26 2024-06-30 13F-HR 146 5,342,822
2024-04-19 2024-03-31 13F-HR 272 5,502,213
2024-01-19 2023-12-31 13F-HR 278 4,989,005
2023-10-23 2023-09-30 13F-HR 290 4,650,858
2023-07-14 2023-06-30 13F-HR 313 4,845,229
2023-04-14 2023-03-31 13F-HR 286 4,250
2023-01-13 2022-12-31 13F-HR 287 3,791
2022-10-12 2022-09-30 13F-HR 280 3,030,276
2022-07-15 2022-06-30 13F-HR 278 3,153,750
2022-04-18 2022-03-31 13F-HR 273 3,629,285
2022-01-18 2021-12-31 13F-HR 274 3,853,321
2022-01-18 2021-09-30 13F-HR/A 1 R 275 3,513,590
2021-10-20 2021-09-30 13F-HR 146 2,965,111
2022-01-18 2021-06-30 13F-HR/A 1 R 275 3,334,746
2021-07-19 2021-06-30 13F-HR 144 2,792,451
2022-01-18 2021-03-31 13F-HR/A 1 R 277 3,210,872
2021-04-26 2021-03-31 13F-HR 141 2,698,222
2022-01-18 2020-12-31 13F-HR/A 1 R 280 2,542,038
2021-01-27 2020-12-31 13F-HR 136 2,353,639
2022-01-18 2020-09-30 13F-HR/A 1 R 269 2,252,812
2020-10-22 2020-09-30 13F-HR 129 1,855,689
2022-01-18 2020-06-30 13F-HR/A 1 R 270 1,939,675
2020-07-30 2020-06-30 13F-HR 125 1,770,652
2022-01-18 2020-03-31 13F-HR/A 1 R 279 1,644,048
2020-04-29 2020-03-31 13F-HR 128 1,483,687
2022-01-18 2019-12-31 13F-HR/A 1 R 303 2,283,484
2020-02-03 2019-12-31 13F-HR 152 2,116,608
2022-01-18 2019-09-30 13F-HR/A 1 R 303 1,944,914
2019-11-06 2019-09-30 13F-HR 148 1,937,380
2022-01-18 2019-06-30 13F-HR/A 1 R 304 1,799,704
2019-07-19 2019-06-30 13F-HR 145 1,794,796
2022-01-18 2019-03-31 13F-HR/A 1 R 262 1,575,025
2019-04-24 2019-03-31 13F-HR 146 1,449,098
2022-01-18 2018-12-31 13F-HR/A 1 R 271 1,396,160
2019-01-28 2018-12-31 13F-HR 149 1,290,125
2018-11-01 2018-09-30 13F-HR 144 1,652,833
2018-07-17 2018-06-30 13F-HR 136 1,707,141
2018-05-04 2018-03-31 13F-HR 130 1,558,934
2018-01-30 2017-12-31 13F-HR 141 1,578,453
2017-10-27 2017-09-30 13F-HR 136 1,473,573
2017-07-21 2017-06-30 13F-HR 129 1,529,949
2017-05-02 2017-03-31 13F-HR 133 1,437,141
2017-02-01 2016-12-31 13F-HR 141 1,538,716
2016-11-02 2016-09-30 13F-HR 175 1,554,999
2016-08-05 2016-06-30 13F-HR 164 1,453,967
2016-05-09 2016-03-31 13F-HR 158 1,459,377
2016-02-04 2015-12-31 13F-HR 175 1,766,058
2015-10-28 2015-09-30 13F-HR 160 1,632,682
2015-08-06 2015-06-30 13F-HR 188 1,953,917
2015-05-04 2015-03-31 13F-HR 193 1,505,976
2015-02-12 2014-12-31 13F-HR 167 1,379,832
2014-11-12 2014-09-30 13F-HR 186 982,297
2014-08-12 2014-06-30 13F-HR 189 895,058
2014-05-12 2014-03-31 13F-HR 181 820,631
2014-02-12 2013-12-31 13F-HR 180 765,003
2013-11-07 2013-09-30 13F-HR 141 643,735
2013-08-12 2013-06-30 13F-HR 100 556,303