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 1,203 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
26
shares
|
$6,119
0.0% of portfolio
|
Q4 2024
Added 36.84%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
26
shares
|
$6,119
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
25
shares
|
$5,884
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
25
shares
|
$5,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
25
shares
|
$5,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$5,884
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
25
shares
|
$5,884
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
25
shares
|
$5,884
0.0% of portfolio
|
Q4 2024
Added 92.31%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
25
shares
|
$5,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
23
shares
|
$5,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
23
shares
|
$5,413
0.0% of portfolio
|
Q4 2024
Reduced 46.51%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
21
shares
|
$4,942
0.0% of portfolio
|
Q4 2024
Reduced 85.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
21
shares
|
$4,942
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
21
shares
|
$4,942
0.0% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
21
shares
|
$4,942
0.0% of portfolio
|
Q2 2022
Reduced 32.26%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
21
shares
|
$4,942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
20
shares
|
$4,707
0.0% of portfolio
|
Q4 2022
Reduced 25.93%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
20
shares
|
$4,707
0.0% of portfolio
|
Q4 2024
Reduced 84.5%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
20
shares
|
$4,707
0.0% of portfolio
|
Q1 2022
Reduced 67.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
20
shares
|
$4,707
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$4,707
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
20
shares
|
$4,707
0.0% of portfolio
|
Q4 2022
Reduced 25.93%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
20
shares
|
$4,707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
19
shares
|
$4,472
0.0% of portfolio
|
Q1 2023
Added 111.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
18
shares
|
$4,236
0.0% of portfolio
|
Q4 2024
Added 350.0%
|