Skip to main content
Livermore
Livermore
ZHEN

Coinbase Global, Inc.

COIN
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001679788

In the last 90 days, Coinbase Global, Inc. insiders filed 0 open-market purchases and 7 sales; 1,120 institutions reported holding it in 13F filings for Q2 2026, worth $21.4B in total; ARK Invest is the only superinvestor holding it.

13F holders, Q1 2024

Institutional positions in Coinbase Global, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
923
+110 vs. Q4 2023
Shares held
105.7M
+148.5K (+0.1%) vs. Q4 2023
Total value
$27.8B
+$9.51B (+51.8%) vs. Q4 2023
New holders
211
273 more added
Sold out
101
298 more reduced

14 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting COIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 923 institutions
Q1 2021: 3 institutionsQ2 2021: 617 institutionsQ3 2021: 667 institutionsQ4 2021: 893 institutionsQ1 2022: 798 institutionsQ2 2022: 628 institutionsQ3 2022: 618 institutionsQ4 2022: 571 institutionsQ1 2023: 616 institutionsQ2 2023: 622 institutionsQ3 2023: 611 institutionsQ4 2023: 827 institutionsQ1 2024: 923 institutionsQ2 2024: 917 institutionsQ3 2024: 876 institutionsQ4 2024: 1,031 institutionsQ1 2025: 1,000 institutionsQ2 2025: 1,260 institutionsQ3 2025: 1,332 institutionsQ4 2025: 1,267 institutionsQ1 2026: 1,182 institutionsQ2 2026: 1,120 institutions
Value heldQ1 2024: $27.8B
Q1 2021: $771.0KQ2 2021: $11.0BQ3 2021: $13.0BQ4 2021: $21.5BQ1 2022: $14.6BQ2 2022: $5.39BQ3 2022: $6.90BQ4 2022: $3.58BQ1 2023: $7.22BQ2 2023: $7.84BQ3 2023: $7.78BQ4 2023: $18.3BQ1 2024: $27.8BQ2 2024: $25.0BQ3 2024: $20.2BQ4 2024: $30.0BQ1 2025: $19.9BQ2 2025: $48.1BQ3 2025: $48.3BQ4 2025: $33.4BQ1 2026: $24.9BQ2 2026: $21.4B
Institutions holding COIN and their total value by quarter
QuarterHoldersValue
Q2 20261,120$21.4B
Q1 20261,182$24.9B
Q4 20251,267$33.4B
Q3 20251,332$48.3B
Q2 20251,260$48.1B
Q1 20251,000$19.9B
Q4 20241,031$30.0B
Q3 2024876$20.2B
Q2 2024917$25.0B
Q1 2024923$27.8B
Q4 2023827$18.3B
Q3 2023611$7.78B
Q2 2023622$7.84B
Q1 2023616$7.22B
Q4 2022571$3.58B
Q3 2022618$6.90B
Q2 2022628$5.39B
Q1 2022798$14.6B
Q4 2021893$21.5B
Q3 2021667$13.0B
Q2 2021617$11.0B
Q1 20213$771.0K

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Coinbase Global, Inc.; share changes are against Q4 2023.

Institutions holding COIN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Integrated Advisors Network LLC1,031$273.3K0.01%−4,744−82.1%Reduced
Dana Investment Advisors, Inc.1,032$273.6K0.01%−1,430−58.1%Reduced
Evergreen Capital Management LLC1,036$274.7K0.01%+1,036New
Omnia Family Wealth, LLC1,044$276.8K0.13%+1,044New
Gryphon Financial Partners LLC745$277.1K0.05%+745New
Stephens Inc1,050$278.4K0.00%+1,050New
Koshinski Asset Management, Inc.1,053$279.2K0.03%−863−45.0%Reduced
Counterpoint Mutual Funds LLC1,063$281.8K0.07%+1,063New
Acorn Financial Advisory Services Inc1,070$283.7K0.05%+1,070New
Western Wealth Management, LLC1,095$290.3K0.02%+1,095New
Trillium Asset Management, LLC1,100$292.0K0.01%+1,100New
Capital Investment Advisors, LLC1,104$292.7K0.01%−255−18.8%Reduced
Los Angeles Capital Management LLC1,108$293.8K0.00%+1,108New
Teza Capital Management LLC1,115$295.6K0.04%+1,115New
Smith Anglin Financial, LLC1,119$296.7K0.03%+1,119New
Proficio Capital Partners LLC1,120$298.0K0.03%+1,120New
RIA Advisory Group LLC1,128$299.1K0.12%+1,128New
Merit Financial Group, LLC1,346$300.5K0.01%−768−36.3%Reduced
Cranbrook Wealth Management, LLC1,142$302.8K0.08%00.0%Unchanged
Watershed Private Wealth LLC1,149$304.6K0.13%+1,149New
Harvey Capital Management Inc1,150$304.9K0.09%−250−17.9%Reduced
Resources Investment Advisors, LLC.1,151$305.2K0.00%+1,151New
Crosspoint Financial, LLC1,153$305.7K2.61%−150−11.5%Reduced
Rockline Wealth Management, LLC1,157$306.7K0.11%+1,157New
Chickasaw Capital Management LLC1,158$307.0K0.01%00.0%Unchanged
Miracle Mile Advisors, LLC1,171$310.6K0.01%−903−43.5%Reduced
Pitcairn Co1,186$314.4K0.02%−53−4.3%Reduced
Aquatic Capital Management LLC1,200$318.1K0.01%−58,200−98.0%Reduced
Symmetry Partners, LLC1,202$319.0K0.02%00.0%Unchanged
Oxinas Partners Wealth Management LLC1,212$321.3K0.21%−102−7.8%Reduced
Tradition Wealth Management, LLC1,213$321.6K0.03%+85+7.5%Added
EPIQ Capital Group, LLC1,217$322.7K0.13%−1,921−61.2%Reduced
Avid Wealth Partners LLC1,221$323.7K0.26%00.0%Unchanged
Klingenstein Fields & Co LP1,224$324.5K0.01%+1,224New
Mackenzie Financial Corp1,245$330.1K0.00%+1,245New
Wealthcare Advisory Partners LLC1,249$331.1K0.01%−10−0.8%Reduced
NorthRock Partners, LLC1,261$334.3K0.01%+1,261New
Ancora Advisors, LLC1,267$335.9K0.01%+259+25.7%Added
Pettinga Financial Advisors, LLC1,272$337.2K0.09%+1,272New
Mountain Capital Investment Advisors, Inc1,393$338.4K0.09%+5+0.4%Added
Phoenix Holdings Ltd.1,294$342.1K0.00%+1,294New
Wealthgate Family Office, LLC1,298$344.1K0.89%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd1,301$344.9K0.01%−349−21.2%Reduced
Empirical Capital Management, LLC1,300$345.0K0.28%+1,300New
Nkcfo LLC1,300$345.0K0.21%+1,300New
Midland Wealth Advisors LLC1,310$347.3K0.02%+1,310New
TownSquare Capital, LLC1,328$352.1K0.01%+126+10.5%Added
Crestone Asset Management LLC1,335$353.9K0.07%00.0%Unchanged
Perennial Investment Advisors, LLC1,342$355.8K0.05%+1,342New
Capital Advisors Wealth Management, LLC1,351$358.2K0.07%−93−6.4%Reduced
Sheaff Brock Investment Advisors, LLC1,364$361.6K0.03%00.0%Unchanged
Visionary Wealth Advisors1,378$365.3K0.02%+1,378New
Archetype Wealth Partners1,381$366.0K0.06%+220+18.9%Added
Crossmark Global Holdings, Inc.1,391$368.0K0.01%+1,391New
Assetmark, Inc1,405$372.5K0.00%+115+8.9%Added
American International Group, Inc.1,411$374.1K0.00%+18+1.3%Added
Arkadios Wealth Advisors1,418$375.9K0.03%−1,977−58.2%Reduced
Circle Wealth Management, LLC1,420$376.5K0.01%00.0%Unchanged
World Equity Group, Inc.1,425$377.8K0.08%+69+5.1%Added
Magnolia Capital Advisors LLC1,791$377.9K0.32%+174+10.8%Added
Wedmont Private Capital1,562$379.5K0.03%+1,562New
Level Four Advisory Services, LLC2,194$381.6K0.02%00.0%Unchanged
Sivia Capital Partners, LLC1,441$382.0K0.26%−621−30.1%Reduced
Mount Yale Investment Advisors, LLC1,445$383.1K0.03%−588−28.9%Reduced
Jeppson Wealth Management, LLC1,454$385.5K0.15%−100−6.4%Reduced
Accurate Wealth Management, LLC1,847$389.7K0.11%+155+9.2%Added
Oak Thistle LLC1,479$392.1K0.35%−4,471−75.1%Reduced
Columbia Advisory Partners LLC1,484$393.4K0.40%−25−1.7%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,487$394.0K0.00%+1,487New
Westmount Partners, LLC1,491$395.3K0.14%+100+7.2%Added
LMR Partners LLP1,500$397.7K0.01%00.0%Unchanged
Shay Capital LLC1,500$397.7K0.12%+1,500New
Rakuten Investment Management, Inc.1,501$397.9K0.00%+1,378+1,120.3%Added
Greenleaf Trust1,517$402.2K0.00%−59−3.7%Reduced
Cornerstone Wealth Management, LLC1,529$405.4K0.03%+223+17.1%Added
Meeder Advisory Services, Inc.1,532$406.2K0.04%+182+13.5%Added
CRA Financial Services, LLC1,539$408.0K0.09%−475−23.6%Reduced
National Asset Management, Inc.5,450$409.2K0.01%−3,218−37.1%Reduced
Prio Wealth Limited Partnership1,550$410.9K0.01%00.0%Unchanged
National Philanthropic Trust1,560$413.6K0.01%−355−18.5%Reduced
Kingsview Wealth Management, LLC1,563$414.4K0.01%−68−4.2%Reduced
La Banque Postale Asset Management SA1,573$417.0K0.02%+1,573New
Tamar Securities, LLC1,578$418.4K0.07%+1,578New
Sigma Planning Corp1,578$418.5K0.01%+262+19.9%Added
Source Financial Advisors LLC1,600$424.2K0.13%00.0%Unchanged
Skopos Labs, Inc.1,694$427.1K0.18%+17+1.0%Added
Prime Capital Investment Advisors, LLC1,627$431.4K0.01%+360+28.4%Added
Guggenheim Capital LLC1,631$432.4K0.00%+1,631New
Global Retirement Partners, LLC1,646$436.4K0.02%+682+70.7%Added
DeDora Capital, Inc.1,653$438.2K0.14%+15+0.9%Added
Concurrent Investment Advisors, LLC1,658$439.6K0.02%−994−37.5%Reduced
Waverton Investment Management Ltd1,659$439.7K0.01%00.0%Unchanged
Scotia Capital Inc.1,669$442.5K0.00%−874−34.4%Reduced
Davy Global Fund Management Ltd1,670$442.8K0.05%−112−6.3%Reduced
Berger Financial Group, Inc1,671$443.0K0.04%−755−31.1%Reduced
Integrated Wealth Concepts LLC1,671$443.1K0.01%−206−11.0%Reduced
CWM Advisors, LLC1,676$444.3K0.05%−844−33.5%Reduced
IPG Investment Advisors LLC1,682$445.9K0.10%−953−36.2%Reduced
Glenmede Trust Co NA1,686$447.0K0.00%+1,686New
Whittier Trust Co of Nevada Inc1,692$448.6K0.01%−254−13.1%Reduced