Position in COIN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,768,793
-$2,128,949 QoQ
Shares Held
73,663
-0.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#165
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Derivatives in COIN
reported options exposure · as of Mar 31, 2025CallValue
$861
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $325,354,644 across 11 Financial Data & Stock Exchanges names. COIN ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
200,594 | $90,853,034 | |
| 2 | CME |
Cme Group Inc.
|
300,011 | $66,251,429 | |
| 3 | SPGI |
S&P Global Inc.
|
115,139 | $44,362,830 | |
| 4 | MSCI |
MSCI Inc.
|
66,746 | $37,380,429 | |
| 5 | FDS |
Factset Research Systems Inc
|
121,962 | $28,061,016 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
160,589 | $19,770,111 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
75,144 | $18,235,194 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
73,663 | $10,768,793 |
All Filings in COIN
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,768,793 | 73,663 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,897,742 | 73,866 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,916,792 | 105,761 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,532,686 | 96,396 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,803,257 | 25,117 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $861 | 300 | Call | Sole | 2025-05-13 | |
| 2025-03-31 | $3,830,222 | 22,239 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,755 | 400 | Put | Sole | 2025-02-07 | |
| 2024-12-31 | $614,250 | 70,000 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $8,419,604 | 33,909 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,339,618 | 18,744 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $17,942 | 55,000 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $4,197,924 | 18,890 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $176,201 | 35,500 | Call | Sole | 2024-08-13 | |
| 2024-03-31 | $5,163,477 | 19,476 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $96,000 | 3,000 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $727 | 500 | Put | Sole | 2024-05-06 | |
| 2023-12-31 | $4,529,224 | 26,042 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $14,380 | 700 | Put | Sole | 2024-02-12 | |
| 2023-09-30 | $1,661,145 | 22,125 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $375 | 5 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $14,667 | 205 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $1,986,228 | 27,760 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $831 | 200 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $96,089 | 15,500 | Put | Sole | 2023-05-12 | |
| 2023-03-31 | $1,990,814 | 29,463 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $105 | 3 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $1,218,123 | 34,420 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $386 | 6 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $2,180,342 | 33,809 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,404 | 200 | Call | Sole | 2022-08-10 | |
| 2022-06-30 | $9,404 | 200 | Put | Sole | 2022-08-10 | |
| 2022-06-30 | $1,629,619 | 34,658 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $11,593,421 | 61,063 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $379 | 2 | Put | Sole | 2022-05-12 | |
| 2022-03-31 | $2,088 | 11 | Call | Sole | 2022-05-12 | |
| 2021-12-31 | $13,529,050 | 53,608 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $6,308 | 25 | Put | Sole | 2022-02-10 | |
| 2021-09-30 | $4,464,067 | 19,624 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $22,748 | 100 | Put | Sole | 2021-11-12 | |
| 2021-06-30 | $4,141,961 | 16,352 | Shares | Sole | 2021-08-06 | |
| 2021-06-30 | $1,000 | 100 | Call | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||