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Copeland Capital Management, LLC - Portfolio Stock Holdings

Copeland Capital Management, LLC disclosed 323 stock positions in a recent SEC 13F filing. $4,341,134,701 of stock holdings were filed, with the largest holdings including ENSG, EHC, and USPH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $4,063,157,512 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

323

Est. Stock Holding Value:

$4,341,134,701

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Copeland Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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