COIN · Company research
Coinbase Global, Inc. Class A Common Stock (COIN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21718 | 3174956 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5205 | 760919 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allen Investment Management, LLC | 1326234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138439 | 20238397 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CHELSEA COUNSEL CO | 1276755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85 | 12427 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Keystone Wealth Services, LLC | 1866189 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1770 | 258756 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PLANNING DIRECTIONS INC | 821103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3528 | 515758 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Graney & King, LLC | 2051568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 3655 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72746 | 10634738 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48932 | 7153369 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 6871 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6759 | 988098 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MidFirst Bank | 2077076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 2193 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Osmosis Investment Management UK Ltd | 1780700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5940 | 868369 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SteelPeak Wealth, LLC | 1801868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6084 | 889454 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5089 | 743930 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aspen Grove Capital, LLC | 1806027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3325 | 486082 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23431 | 3350399 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65296 | 9545622 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1865 | 272644 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 9503 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Global Assets Advisory, LLC | 1942932 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2214 | 361303 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89879 | 13139411 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12882000 | 11550 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44616 | 6522 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3810 | 557023 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5072 | 741476 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CSS LLC/IL | 1103646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8500 | 1242615 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 466 | 68125 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9714 | 1420139 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CHESAPEAKE ASSET MANAGEMENT LLC | 1079397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 2192 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5592 | 817494 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DT Investment Partners, LLC | 1537621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 8626 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Sidoxia Capital Management, LLC | 2132534 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3241 | 473802 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149144 | 21803361 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARRETT & COMPANY, INC. | 887602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 21928 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Perkins Coie Trust Co | 1513038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 36547 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1118 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42822 | 6260362 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Step Capital Management Pte. Ltd. | 2091341 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 1461900 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 2486 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268920 | 39313377 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Financial Perspectives, Inc | 2003287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 513 | 74995 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Colonial River Investments, LLC | 1845859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1573 | 229957 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142170 | 20783832 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nilsine Partners, LLC | 1913043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6721 | 982543 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CVA Family Office, LLC | 1802084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 257 | 37571 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Czech National Bank | 1908923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63311 | 9255435 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12500 | 1827375 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2495 | 364744 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Numerai GP LLC | 1668527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3681 | 538125 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11493 | 1680161 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Thrive Wealth Management, LLC | 1847610 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1392 | 203496 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Purpose Unlimited Inc. | 2115120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117077 | 17115487 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 291337 | 42590556 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5363 | 784017 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Manitou Investment Management Ltd. | 1657428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 1754 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Caitlin John, LLC | 2010947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 9941 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Westmount Partners, LLC | 2051491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1584 | 231565 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2260 | 330453 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EQUITABLE TRUST CO | 33250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1503 | 219724 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| LMR Partners LLP | 1578621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 369700 | 54046443 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7810 | 1141 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1463217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6053 | 884900 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Marietta Wealth Management, LLC | 1697847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2738 | 400268 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 1332 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Raiffeisen Bank International AG | 2044885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290 | 42396 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Summit Financial, LLC | 1765536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23394 | 3419969 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ROYAL LONDON ASSET MANAGEMENT LTD | 863748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106237 | 15530787 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7443 | 1088093 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| South Dakota Investment Council | 1538846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3314 | 484 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10268 | 1501186 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Murphy & Mullick Capital Management Corp | 2047271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 4386 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 1845849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 7310 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Expressive Wealth LLC | 2026980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1839 | 268843 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SIG BROKERAGE, LP | 1094429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22900 | 3347751 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 448 | 65 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 1280487 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75941 | 11101804 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Quadrature Capital Ltd | 1651424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54973 | 8036503 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Osbon Capital Management LLC | 1784418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131 | 19259 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Parkwood LLC | 1597823 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35000 | 5117 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.
