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Disclosery

HSBC HSBC HLDGS PLC

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ADR (ADR), issuer CIK 1089113

694 managers (708 13F filers) reported a position in HSBC shares at 2026-06-30, 84,236,078 shares in all. 119 filers opened a position and 52 filers sold out during the quarter.

Managers
694
13F filers
708
New
119
Added
277
Reduced
183
Sold out
52
Shares held by filers
84,236,078

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PDS Planning, Inc17,023$1.62M0.09%+17213F-HRTimeline
HB Wealth Management, LLC16,887$1.61M0.01%+2,78813F-HRTimeline
Frank, Rimerman Advisors LLC16,391$1.56M0.09%+23113F-HRTimeline
Bleakley Financial Group, LLC16,224$1.54M0.02%+3,14613F-HRTimeline
Parallel Advisors, LLC16,074$1.53M0.02%+1,85413F-HRTimeline
Henry James International Management In…16,027$1.52M0.46%+64713F-HRTimeline
AE Wealth Management LLC15,819$1.5M0.01%+7,05713F-HRTimeline
Soltis Investment Advisors LLC15,721$1.49M0.09%+50813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.15,431$1.47M<0.01%-61113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC14,959$1.42M0.07%-4,82013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,905$1.42M0.07%+55513F-HRTimeline
Horizon Investments, LLC14,883$1.42M0.02%-24,62913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP14,767$1.4M<0.01%013F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A14,545$1.38M<0.01%-15,57813F-HRTimelineGroup
Frec Markets, Inc.in group Frec Markets, Inc.14,478$1.38M0.12%+2,28813F-HRTimelineGroup
PROFUND ADVISORS LLC14,181$1.35M0.04%-40913F-HRTimeline
Y-Intercept (Hong Kong) Ltd14,129$1.34M0.03%-22,57413F-HRTimeline
Cambridge Investment Research Advisors,…14,126$1.34M<0.01%+2,60513F-HR/ATimeline
Fiera Capital Corpin group Fiera Capital Corp14,066$1.34M<0.01%+2,07013F-HRTimelineGroup
Cornerstone Select Advisors, LLC14,039$1.33M0.56%+1,55113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,030$1.33M<0.01%+4,61813F-HRTimelineGroup
NorthCrest Asset Manangement, LLC13,453$1.32M0.03%new13F-HRTimeline
Gryphon Financial Partners LLC13,823$1.31M0.12%+2,42113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,647$1.3M0.04%+15813F-HRTimelineGroup
Sivia Capital Partners, LLC13,631$1.3M0.16%+5,10513F-HRTimeline
May Hill Capital, LLC13,602$1.29M0.27%+1,21613F-HRTimeline
Cherokee Insurance Co13,545$1.29M0.5%013F-HRTimeline
TRUST POINT INC.13,421$1.28M0.11%+64813F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…13,037$1.24M0.05%+30113F-HRTimeline
SG Americas Securities, LLC12,997$1.24M<0.01%-124,92813F-HRTimeline
AssuredPartners Investment Advisors, LLC12,932$1.23M0.12%-6513F-HRTimeline
Henshaw Capital LLC12,880$1.22M0.04%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding11,718$1.22M+4,464Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC12,687$1.21M<0.01%-26613F-HRTimelineGroup
SAGE RHINO CAPITAL LLC12,540$1.19M0.2%-2013F-HRTimeline
Composition Wealth, LLC12,493$1.19M0.01%-38113F-HRTimeline
Farringdon Capital, Ltd.12,377$1.18M0.58%+7,84213F-HRTimeline
Linden Thomas Advisory Services, LLC12,334$1.17M0.09%+47213F-HRTimeline
West Family Investments, Inc.12,240$1.16M0.34%+2,78513F-HRTimeline
Everest Financial Group LLC12,067$1.15M0.16%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,859$1.13M0.01%-57013F-HRTimelineGroup
Beacon Pointe Advisors, LLC11,708$1.11M0.01%-6,89713F-HRTimeline
DELTA FINANCIAL ADVISORS LLC11,534$1.1M0.26%013F-HRTimeline
Cordatus Wealth Management LLC11,425$1.09M0.24%+6313F-HRTimeline
Legacy Wealth Asset Management, LLC11,194$1.06M0.23%-22713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,521$1M0.01%+1,66913F-HRTimeline
Themes Management Co LLC10,367$986K0.65%-1,68513F-HRTimeline
Five Oceans Advisors10,361$985K0.32%013F-HRTimeline
BLAIR WILLIAM & CO/IL10,307$980K<0.01%+46113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10,263$976K0.09%-2513F-HRTimeline
World Investment Advisors11,741$974K0.02%-3913F-HRTimeline
71 West Capital Partners10,234$973K0.03%new13F-HRTimeline
Traveka Wealth, LLC10,132$963K0.32%+2213F-HRTimeline
CHELSEA COUNSEL CO10,100$960K0.41%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,052$956K<0.01%+99313F-HRTimelineGroup
Independent Advisor Alliance10,043$955K0.02%-85713F-HRTimeline
Venturi Wealth Management, LLC9,981$949K0.04%+88613F-HRTimeline
Clearstead Advisors, LLC9,765$929K0.01%-9,76513F-HRTimeline
SeaBridge Investment Advisors LLC9,529$906K0.13%+6013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,525$906K0.16%+20313F-HRTimeline
Optas, LLC9,393$893K0.13%+9513F-HRTimeline
Westover Capital Advisors, LLC9,313$886K0.15%013F-HRTimeline
XPONANCE LLC9,158$871K0.01%+4,56813F-HRTimeline
Bridgewater Advisors Inc.8,024$865K0.05%-1913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,089$864K<0.01%-12313F-HRTimelineGroup
Schonfeld Strategic Advisors LLC9,088$864K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC9,008$857K0.29%013F-HRTimeline
Mesirow Financial Investment Management…8,923$849K0.01%+713F-HRTimeline
55 North Private Wealth, LLC8,794$836K0.16%+2,16813F-HRTimeline
American Trust Investment Advisors, LLC8,755$833K0.41%013F-HRTimeline
South Shore Capital Advisors8,550$813K0.54%+1,70013F-HRTimeline
Larry Mathis Financial Planning, LLC8,506$809K0.62%new13F-HR/ATimeline
Allie Family Office LLC8,504$809K0.3%013F-HR/ATimeline
Perigon Wealth Management, LLC8,494$808K0.01%-1,75513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,329$792K0.01%+14013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,129$773K0.01%+1,61313F-HRTimelineGroup
EP Wealth Advisors, LLC8,124$772K<0.01%+1,37113F-HRTimeline
Papamarkou Wellner Asset Management inc.9,352$771K0.48%013F-HRTimeline
RATIONAL ADVISORS, INC.8,035$764K0.07%-2,49913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,001$761K0.03%-4,44913F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,000$761K0.01%new13F-HRTimeline
Advisory Services Network, LLC7,960$757K0.01%+30713F-HRTimeline
Waverly Advisors, LLC7,900$751K<0.01%-17613F-HRTimeline
Tepp RIA, LLC7,877$749K0.51%-97213F-HRTimeline
RIVERSEDGE ADVISORS, LLC7,868$748K0.1%+64213F-HRTimeline
Private Advisor Group, LLC7,866$748K<0.01%-5,35613F-HRTimeline
Ignite Planners, LLC7,790$741K0.1%-15613F-HRTimeline
Main Street Research LLC7,772$739K0.03%+3913F-HRTimeline
Hexagon Capital Partners LLC7,755$737K0.1%-1413F-HRTimeline
Caitong International Asset Management …7,743$736K0.1%new13F-HRTimeline
Monument Capital Management7,636$726K0.15%+3513F-HRTimeline
Portside Wealth Group, LLC7,576$720K0.08%-1,12613F-HRTimeline
Wealthstar Advisors, LLC7,501$713K0.35%-40213F-HRTimeline
GWN SECURITIES INC.7,437$707K0.12%-43213F-HRTimeline
Wedmont Private Capital7,127$706K0.02%-1,39313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC7,423$706K0.01%-23,97813F-HRTimeline
Dynamic Advisor Solutions LLC7,330$697K0.02%-75713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments7,323$696K0.04%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,309$695K<0.01%-95513F-HRTimelineGroup
Marks Group Wealth Management, Inc7,297$694K0.06%-11,65413F-HRTimeline
SmartHarvest Portfolios, LLC7,282$692K0.22%+14413F-HRTimeline
COURIER CAPITAL LLC7,266$691K0.03%013F-HRTimeline
Crumly & Associates Inc.7,097$675K0.13%013F-HRTimeline
New Republic Capital, LLC7,061$671K0.15%+6613F-HRTimeline
HUB Investment Partners, LLC7,010$667K0.01%+1,84713F-HRTimeline
Allworth Financial LP6,978$664K<0.01%-10313F-HRTimeline
Cromwell Holdings LLC6,967$662K0.3%013F-HRTimeline
Gallacher Capital Management LLC6,774$644K0.36%-4613F-HRTimeline
ANCHYRA PARTNERS LLC6,673$635K0.15%+53113F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC6,653$633K<0.01%013F-HRTimelineGroup
Sonoma Private Wealth LLC6,543$622K0.67%+32213F-HRTimeline
Purkiss Capital Advisors LLC6,507$619K0.24%-72013F-HRTimeline
Cresset Asset Management, LLC6,506$619K<0.01%-1,19213F-HRTimeline
Net Worth Advisory Group6,475$616K0.16%+9313F-HRTimeline
NATURAL INVESTMENTS, LLC6,344$603K0.13%-94613F-HRTimeline
Basecamp Wealth Advisors LLC6,321$601K0.11%013F-HRTimeline
Abacus Wealth Partners, LLC6,316$601K0.06%-8,86713F-HRTimeline
Prosperity Consulting Group, LLC6,265$596K0.02%+3,20413F-HRTimeline
Valeo Financial Advisors, LLC6,221$592K0.01%+8513F-HRTimeline
Pure Financial Advisors, LLC6,204$590K0.01%+73613F-HRTimeline
SYM FINANCIAL Corp6,136$583K0.05%+55613F-HRTimeline
SEEDS INVESTOR LLC6,131$583K0.06%+30213F-HRTimeline
BRIGHTON JONES LLC6,111$581K0.01%+39713F-HRTimeline
Baldwin Investment Management, LLC6,104$580K0.06%+39713F-HRTimeline
XXI WEALTH, LLC6,064$577K0.26%+88113F-HRTimeline
Calydon Capital6,042$575K0.08%013F-HRTimeline
WEALTH ALLIANCE, LLC6,036$574K0.05%-1,81713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,902$561K0.01%+16813F-HRTimelineGroup
V-Square Quantitative Management LLC5,901$561K0.05%+98613F-HRTimeline
ACORN CREEK CAPITAL LLC5,787$550K0.18%-6613F-HRTimeline
Savvy Advisors, Inc.5,771$549K0.01%+1,18713F-HRTimeline
Resonant Capital Advisors, LLC5,699$542K0.03%+1,16413F-HRTimeline
Bayesian Capital Management, LP5,686$541K0.35%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,619$534K0.03%-1,84413F-HRTimeline
BSW Wealth Partners5,614$534K0.06%-7913F-HRTimeline
Choate Investment Advisors5,580$531K0.01%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,561$529K0.01%-50413F-HRTimeline
Crestwood Advisors Group, LLC5,504$523K0.01%+1,10213F-HRTimeline
WATERS PARKERSON & CO., LLC5,500$523K0.03%013F-HRTimeline
Keebeck Wealth Management5,487$522K0.05%+1,75913F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,465$520K0.01%-16613F-HRTimeline
Modern Wealth Management, LLC5,372$511K0.01%-11713F-HRTimeline
Geneos Wealth Management Inc.5,304$504K0.01%+1,08213F-HRTimeline
Florida Trust Wealth Management Co5,289$503K0.01%+5713F-HRTimeline
Zhang Financial LLC5,226$497K0.01%+8713F-HRTimeline
SEVEN MILE ADVISORY5,194$494K0.33%-5713F-HRTimeline
OneDigital Investment Advisors LLC5,185$493K<0.01%-1,94813F-HRTimeline
Greenspring Advisors, LLC5,078$483K0.03%+13413F-HRTimeline
Moors & Cabot, Inc.5,041$479K0.02%-46813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,969$472K<0.01%-36413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,958$471K<0.01%+1,59113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC4,932$469K0.01%+18213F-HRTimeline
Werba Rubin Papier Wealth Management4,869$463K0.06%-3213F-HRTimeline
Foster Group, Inc.4,853$461K0.01%-1213F-HRTimeline
OLD NATIONAL BANCORP /IN/4,849$461K0.01%new13F-HRTimeline
Canopy Partners, LLC4,837$460K0.14%+2813F-HRTimeline
Brucke Financial, Inc.4,778$454K0.2%+45013F-HRTimeline
EWA, LLC4,765$453K0.08%+14213F-HRTimeline
Carter Financial Group, INC.4,746$451K0.23%+18413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,714$448K0.08%+4613F-HRTimeline
Avestar Capital, LLC4,685$445K0.03%new13F-HRTimeline
Legacy Capital Group California, Inc.4,668$444K0.13%-5,80813F-HRTimeline
GUARDIAN CAPITAL LPgroup of 2 filers holding4,599$437K+1,918Timeline
Collaborative Fund Advisors, LLC4,598$437K0.25%new13F-HRTimeline
IHT Wealth Management, LLC4,535$431K0.01%new13F-HRTimeline
Flatrock Wealth Partners LLC4,524$430K0.17%+9113F-HRTimeline
Sovran Advisors, LLC4,060$421K0.03%+58113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,370$416K0.05%013F-HR/ATimeline
Nilsine Partners, LLC4,333$412K0.03%+7513F-HRTimeline
D'Orazio & Associates, Inc.4,302$409K0.05%+26613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,284$407K0.01%+33013F-HRTimelineGroup
Manske Wealth Management4,248$404K0.1%013F-HRTimeline
Rehmann Capital Advisory Group4,217$401K0.02%-66013F-HRTimeline
Texas Yale Capital Corp.4,200$399K0.01%+20013F-HRTimeline
CERTUITY, LLC4,173$397K0.02%-24813F-HRTimeline
Abundance Wealth Counselors4,173$397K0.03%new13F-HRTimeline
180 WEALTH ADVISORS, LLC4,084$388K0.04%-34713F-HRTimeline
WealthTrust Axiom LLC4,075$387K0.09%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,061$386K<0.01%+1,63213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,050$385K0.01%-1,05713F-HRTimelineGroup
FOCUSED ALPHA, LLC4,025$383K0.1%+38713F-HRTimeline
Weil Company, Inc.4,000$380K0.07%013F-HRTimeline
Manchester Capital Management LLC3,981$379K0.05%013F-HRTimeline
Samalin Investment Counsel, LLC3,971$378K0.12%+11413F-HRTimeline
Keel Point, LLC3,968$377K0.02%+10313F-HRTimeline
Sunpointe, LLC3,965$377K0.11%013F-HRTimeline
Westerkirk Capital Inc.3,954$376K0.04%013F-HRTimeline
Simplicity Wealth,LLC3,953$376K0.01%new13F-HRTimeline
NORDEN GROUP LLC3,874$368K0.03%-1,44913F-HRTimeline
Cornerstone Wealth Management, LLC3,863$367K0.02%-16713F-HRTimeline
Safeguard Investment Advisory Group, LLC3,843$365K0.08%-10713F-HRTimeline
Tower Wealth Partners, Inc.3,775$359K0.18%+8813F-HRTimeline
Avior Wealth Management, LLC3,757$357K0.01%-1,88213F-HRTimeline
Curi Capital, LLC3,742$356K0.01%+4413F-HRTimeline
Klingman & Associates, LLC3,740$356K0.02%+42313F-HRTimeline
Mattson Financial Services, LLC3,473$349K0.07%+1413F-HRTimeline
Argyle Capital Management, LLC3,650$347K0.1%013F-HRTimeline
Integrated Advisors Network LLC3,639$346K0.02%+6813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,588$341K0.01%+12613F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,544$337K0.03%013F-HRTimeline