COIN · Company research

Coinbase Global, Inc. Class A Common Stock (COIN): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

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

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
Advisory Services Network, LLC1573876Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)217183174956———Aug 12, 2026SEC_13F_DATASET
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV752365Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5205760919———Aug 12, 2026SEC_13F_DATASET
Allen Investment Management, LLC1326234Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)13843920238397———Aug 5, 2026SEC_13F_DATASET
CHELSEA COUNSEL CO1276755Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8512427———Aug 12, 2026SEC_13F_DATASET
Keystone Wealth Services, LLC1866189Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1770258756———Aug 5, 2026SEC_13F_DATASET
PLANNING DIRECTIONS INC821103Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3528515758———Aug 10, 2026SEC_13F_DATASET
Graney & King, LLC2051568Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)253655———Aug 7, 2026SEC_13F_DATASET
State of Tennessee, Department of Treasury1587973Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7274610634738———Aug 14, 2026SEC_13F_DATASET
STOREBRAND ASSET MANAGEMENT AS1685676Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)489327153369———Aug 12, 2026SEC_13F_DATASET
EverSource Wealth Advisors, LLC1710537Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)476871———Jul 24, 2026SEC_13F_DATASET
ALLSTATE CORP899051Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6759988098———Aug 13, 2026SEC_13F_DATASET
MidFirst Bank2077076Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)152193———Aug 7, 2026SEC_13F_DATASET
Osmosis Investment Management UK Ltd1780700Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5940868369———Aug 13, 2026SEC_13F_DATASET
SteelPeak Wealth, LLC1801868Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6084889454———Jul 13, 2026SEC_13F_DATASET
EP Wealth Advisors, LLC1540569Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5089743930———Aug 12, 2026SEC_13F_DATASET
Aspen Grove Capital, LLC1806027Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3325486082———Aug 14, 2026SEC_13F_DATASET
NORDEA INVESTMENT MANAGEMENT AB1218210Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)234313350399———Aug 5, 2026SEC_13F_DATASET
VICTORY CAPITAL MANAGEMENT INC1040188Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)652969545622———Aug 7, 2026SEC_13F_DATASET
PROFUND ADVISORS LLC1129919Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1865272644———Aug 11, 2026SEC_13F_DATASET
Moisand Fitzgerald Tamayo, LLC1649107Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)659503———Jul 13, 2026SEC_13F_DATASET
Global Assets Advisory, LLC1942932Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2214361303———Jul 27, 2026SEC_13F_DATASET
Invesco Ltd.914208Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8987913139411———Aug 14, 2026SEC_13F_DATASET
Thrivent Financial for Lutherans314984Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1288200011550———Aug 14, 2026SEC_13F_DATASET
Cambridge Investment Research Advisors, Inc.1419186Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)446166522———Jul 27, 2026SEC_13F_DATASET
COLDSTREAM CAPITAL MANAGEMENT INC1082339Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3810557023———Aug 14, 2026SEC_13F_DATASET
E. Ohman J:or Asset Management AB2009396Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5072741476———Jul 10, 2026SEC_13F_DATASET
CSS LLC/IL1103646Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)85001242615———Aug 14, 2026SEC_13F_DATASET
Keating Financial Advisory Services, Inc.2103443Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)46668125———Aug 11, 2026SEC_13F_DATASET
Fisher Asset Management, LLC850529Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)97141420139———Aug 4, 2026SEC_13F_DATASET
CHESAPEAKE ASSET MANAGEMENT LLC1079397Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)152192———Aug 4, 2026SEC_13F_DATASET
B. Metzler seel. Sohn & Co. AG1847838Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5592817494———Aug 11, 2026SEC_13F_DATASET
DT Investment Partners, LLC1537621Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)598626———Jul 27, 2026SEC_13F_DATASET
Sidoxia Capital Management, LLC2132534Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3241473802———Jul 24, 2026SEC_13F_DATASET
TWO SIGMA INVESTMENTS, LP1179392Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14914421803361———Aug 14, 2026SEC_13F_DATASET
BARRETT & COMPANY, INC.887602Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15021928———Jul 24, 2026SEC_13F_DATASET
Perkins Coie Trust Co1513038Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)25036547———Jul 9, 2026SEC_13F_DATASET
Dunhill Financial, LLC1948904Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)71118———Aug 7, 2026SEC_13F_DATASET
USS Investment Management Ltd1587381Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)428226260362———Aug 11, 2026SEC_13F_DATASET
Step Capital Management Pte. Ltd.2091341Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)100001461900———Aug 12, 2026SEC_13F_DATASET
Marquette Asset Management, LLC1395067Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)172486———Jul 9, 2026SEC_13F_DATASET
IEQ CAPITAL, LLC1779789Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)26892039313377———Aug 11, 2026SEC_13F_DATASET
Financial Perspectives, Inc2003287Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)51374995———Jul 24, 2026SEC_13F_DATASET
Colonial River Investments, LLC1845859Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1573229957———Jul 24, 2026SEC_13F_DATASET
Jupiter Topco LLC2146052Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14217020783832———Aug 14, 2026SEC_13F_DATASET
Nilsine Partners, LLC1913043Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6721982543———Jul 24, 2026SEC_13F_DATASET
CVA Family Office, LLC1802084Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)25737571———Aug 7, 2026SEC_13F_DATASET
Czech National Bank1908923Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)633119255435———Jul 8, 2026SEC_13F_DATASET
Rakuten Securities, Inc.2009539Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)125001827375———Aug 12, 2026SEC_13F_DATASET
VestGen Advisors, LLC2050130Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2495364744———Aug 11, 2026SEC_13F_DATASET
Numerai GP LLC1668527Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3681538125———Aug 14, 2026SEC_13F_DATASET
Arete Wealth Advisors, LLC1600151Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)114931680161———Aug 11, 2026SEC_13F_DATASET
Thrive Wealth Management, LLC1847610Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1392203496———Jul 7, 2026SEC_13F_DATASET
Purpose Unlimited Inc.2115120Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11707717115487———Aug 13, 2026SEC_13F_DATASET
California Public Employees Retirement System919079Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)29133742590556———Aug 14, 2026SEC_13F_DATASET
New Age Alpha Advisors, LLC1764807Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5363784017———Aug 13, 2026SEC_13F_DATASET
Manitou Investment Management Ltd.1657428Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)121754———Jul 7, 2026SEC_13F_DATASET
Caitlin John, LLC2010947Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)689941———Aug 17, 2026SEC_13F_DATASET
Westmount Partners, LLC2051491Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1584231565———Jul 7, 2026SEC_13F_DATASET
Allworth Financial LP1555170Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2260330453———Aug 11, 2026SEC_13F_DATASET
EQUITABLE TRUST CO33250Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1503219724———Jul 23, 2026SEC_13F_DATASET
LMR Partners LLP1578621Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)36970054046443———Aug 14, 2026SEC_13F_DATASET
THOROUGHBRED FINANCIAL SERVICES, LLC1091370Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)78101141———Aug 11, 2026SEC_13F_DATASET
UNITED CAPITAL FINANCIAL ADVISORS, LLC1463217Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6053884900———Aug 17, 2026SEC_13F_DATASET
Marietta Wealth Management, LLC1697847Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2738400268———Aug 3, 2026SEC_13F_DATASET
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1021223Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)91332———Aug 13, 2026SEC_13F_DATASET
Raiffeisen Bank International AG2044885Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)29042396———Aug 3, 2026SEC_13F_DATASET
Summit Financial, LLC1765536Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)233943419969———Aug 12, 2026SEC_13F_DATASET
ROYAL LONDON ASSET MANAGEMENT LTD863748Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10623715530787———Aug 13, 2026SEC_13F_DATASET
US BANCORP \DE\36104Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)74431088093———Aug 12, 2026SEC_13F_DATASET
South Dakota Investment Council1538846Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3314484———Aug 11, 2026SEC_13F_DATASET
Stratos Wealth Partners, LTD.1612865Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)102681501186———Aug 11, 2026SEC_13F_DATASET
Murphy & Mullick Capital Management Corp2047271Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)304386———Aug 14, 2026SEC_13F_DATASET
CONSULTIVA WEALTH MANAGEMENT, CORP.1845849Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)507310———Aug 13, 2026SEC_13F_DATASET
Expressive Wealth LLC2026980Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1839268843———Aug 11, 2026SEC_13F_DATASET
SIG BROKERAGE, LP1094429Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)229003347751———Aug 14, 2026SEC_13F_DATASET
Avion Wealth1792704Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)44865———Jul 31, 2026SEC_13F_DATASET
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.1280487Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7594111101804———Jul 23, 2026SEC_13F_DATASET
Quadrature Capital Ltd1651424Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)549738036503———Aug 7, 2026SEC_13F_DATASET
Osbon Capital Management LLC1784418Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)13119259———Aug 13, 2026SEC_13F_DATASET
Parkwood LLC1597823Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)350005117———Aug 14, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.