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 1,082 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 $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,423
shares
|
$390,599
0.0% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
1,420
shares
|
$389,775
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,419
shares
|
$389,501
0.02% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,414
shares
|
$388,128
0.0% of portfolio
|
N/A
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
1,410
shares
|
$387,030
0.0% of portfolio
|
Q3 2024
Added 57.02%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
1,404
shares
|
$385,383
0.01% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,395
shares
|
$382,913
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
1,392
shares
|
$382,090
0.09% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,378
shares
|
$378,247
0.03% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
1,371
shares
|
$376,325
0.0% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,367
shares
|
$375,227
0.1% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,367
shares
|
$375,227
0.1% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
1,353
shares
|
$371,384
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,346
shares
|
$369,463
0.04% of portfolio
|
Q3 2024
Added 42.74%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
1,341
shares
|
$368,091
0.05% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
1,339
shares
|
$367,542
0.06% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
1,336
shares
|
$366,718
0.02% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
1,334
shares
|
$366,169
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
1,315
shares
|
$360,954
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
1,310
shares
|
$359,581
0.07% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,307
shares
|
$358,758
0.0% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,299
shares
|
$356,562
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,298
shares
|
$356,288
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
1,298
shares
|
$356,288
0.64% of portfolio
|
Q4 2023
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
1,284
shares
|
$352,445
0.05% of portfolio
|
Q4 2024
New holding
|