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 1,500 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $47.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
1,808
shares
|
$583,296
0.28% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,773
shares
|
$572,005
0.01% of portfolio
|
Q2 2025
Added 34.93%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,766
shares
|
$569,746
0.21% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,761
shares
|
$568,133
0.03% of portfolio
|
Q2 2025
Added 32.91%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
1,760
shares
|
$567,811
0.38% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
1,758
shares
|
$567,165
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,742
shares
|
$562,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,739
shares
|
$561,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,732
shares
|
$558,777
1.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
1,726
shares
|
$556,842
0.06% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
1,722
shares
|
$555,551
0.16% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,720
shares
|
$554,906
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,718
shares
|
$554,261
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,704
shares
|
$549,744
0.23% of portfolio
|
Q1 2025
Reduced 49.68%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,698
shares
|
$547,808
0.05% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,673
shares
|
$539,743
0.0% of portfolio
|
Q2 2025
Added 30.6%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,669
shares
|
$538,452
0.04% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
1,666
shares
|
$537,484
0.16% of portfolio
|
Q2 2025
Added 31.6%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
1,648
shares
|
$531,677
0.05% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,645
shares
|
$530,709
0.2% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,645
shares
|
$530,709
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,635
shares
|
$527,483
0.16% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
1,632
shares
|
$526,515
0.08% of portfolio
|
Q2 2025
Added 98.78%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
1,629
shares
|
$525,547
0.16% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,615
shares
|
$521,031
0.02% of portfolio
|
Q2 2025
New holding
|