Institutional Ownership Coinbase Global, Inc. (COIN)
This table provides information about the institutional ownership of Coinbase Global, Inc. (COIN). We have compiled data on the 1,054 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $33.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,496
shares
|
$425,477
0.03% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,488
shares
|
$423,202
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
1,487
shares
|
$422,917
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,470
shares
|
$418,082
0.07% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
1,456
shares
|
$414,100
0.1% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,456
shares
|
$414,100
0.02% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,450
shares
|
$412,394
0.01% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
1,443
shares
|
$410,403
0.04% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,441
shares
|
$409,834
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
1,440
shares
|
$409,550
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,440
shares
|
$409,550
0.13% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
1,437
shares
|
$408,697
0.11% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,430
shares
|
$406,706
0.04% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,423
shares
|
$404,715
0.0% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
1,420
shares
|
$403,862
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,419
shares
|
$403,577
0.02% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,414
shares
|
$402,155
0.0% of portfolio
|
N/A
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
1,410
shares
|
$401,018
0.0% of portfolio
|
Q3 2024
Added 57.02%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
1,404
shares
|
$399,311
0.01% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,395
shares
|
$396,751
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
1,392
shares
|
$395,898
0.09% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,378
shares
|
$391,916
0.03% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
1,371
shares
|
$389,926
0.0% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,367
shares
|
$388,788
0.07% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,367
shares
|
$388,788
0.1% of portfolio
|
Q3 2024
Reduced 0.29%
|