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Disclosery

HSBC HSBC HLDGS PLC

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ADR (ADR), issuer CIK 1089113

467 managers (469 13F filers) reported a position in HSBC shares at 2024-12-31, 54,024,615 shares in all. 52 filers opened a position and 31 filers sold out during the quarter.

Managers
467
13F filers
469
New
52
Added
180
Reduced
121
Sold out
31
Shares held by filers
54,024,615

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Lester Murray Antman dba SimplyRich12,332$609K0.17%+81213F-HRTimeline
BSW Wealth Partners12,271$607K0.09%-65713F-HRTimeline
West Family Investments, Inc.12,237$605K0.21%-20713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,881$588K<0.01%-312,17613F-HRTimelineGroup
Cordatus Wealth Management LLC11,649$576K0.15%+4613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,504$569K0.01%+2,36313F-HRTimeline
Cable Hill Partners, LLC11,442$566K0.06%+14813F-HRTimeline
BLAIR WILLIAM & CO/IL11,268$557K<0.01%-78813F-HRTimeline
May Hill Capital, LLC11,146$551K0.21%13F-HRTimeline
Linden Thomas Advisory Services, LLC10,790$534K0.07%+2,22513F-HRTimeline
Cambridge Investment Research Advisors,…10,776$533K<0.01%-2,06213F-HRTimeline
SeaBridge Investment Advisors LLC10,673$528K0.11%-99013F-HRTimeline
Clarius Group, LLC10,661$527K0.04%+27513F-HRTimeline
AssuredPartners Investment Advisors, LLC10,545$522K0.1%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,372$513K0.04%+15513F-HRTimeline
Five Oceans Advisors10,361$512K0.23%+78913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC10,189$504K0.01%-73213F-HRTimelineGroup
Investors Research Corp9,966$493K0.11%013F-HRTimeline
Traveka Wealth, LLC9,833$486K0.27%+67813F-HRTimeline
Optas, LLC9,614$476K0.1%+29713F-HRTimeline
Abel Hall, LLC9,500$470K0.3%+3,27913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,162$453K0.01%+1,06713F-HRTimeline
Callan Capital, LLC9,013$446K0.03%+1,35513F-HRTimeline
HighMark Wealth Management LLC9,008$446K0.26%013F-HRTimeline
Gallacher Capital Management LLC8,960$443K0.22%+16713F-HRTimeline
SVB WEALTH LLC8,913$441K0.01%new13F-HRTimeline
Global Retirement Partners, LLC8,814$436K0.01%-17313F-HRTimeline
Valeo Financial Advisors, LLC8,713$431K0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.8,531$422K<0.01%-7,36713F-HRTimelineGroup
Allie Family Office LLC8,504$421K0.23%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,499$420K<0.01%-14,95913F-HRTimeline
COURIER CAPITAL LLC8,492$420K0.03%-41213F-HRTimeline
Prime Capital Investment Advisors, LLC8,273$409K0.01%+513F-HRTimeline
Lindbrook Capital, LLC8,156$403K0.04%+48513F-HRTimeline
American Trust Investment Advisors, LLC8,150$403K0.17%013F-HRTimeline
Mesirow Financial Investment Management…8,123$402K0.01%013F-HRTimeline
Crumly & Associates Inc.8,028$397K0.11%-1,25813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\7,971$394K<0.01%013F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC7,951$393K<0.01%+2,35113F-HRTimelineGroup
Westover Capital Advisors, LLC7,950$393K0.09%013F-HRTimeline
Tepp RIA, LLC7,918$392K0.58%13F-HRTimeline
GAMMA Investing LLC7,810$386K0.03%+1,73513F-HRTimeline
Wedmont Private Capital7,694$380K0.02%+2513F-HRTimeline
Sivia Capital Partners, LLC7,648$378K0.19%-25113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,618$377K<0.01%+41713F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL7,553$374K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,531$372K<0.01%+24913F-HRTimelineGroup
Atria Wealth Solutions, Inc.7,390$366K<0.01%+17013F-HRTimeline
Medallion Wealth Advisors, LLC6,487$357K0.18%13F-HRTimeline
Bleakley Financial Group, LLC7,219$357K0.01%+47913F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.7,204$356K0.06%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC7,036$348K0.09%+26513F-HRTimeline
SG Americas Securities, LLC6,998$346K<0.01%-6,15613F-HRTimeline
Cromwell Holdings LLC6,967$345K0.2%013F-HRTimeline
Net Worth Advisory Group6,910$342K0.1%-23813F-HRTimeline
Catalina Capital Group, LLC6,909$342K0.11%+60013F-HRTimeline
Moors & Cabot, Inc.6,907$342K0.02%+7913F-HRTimeline
AE Wealth Management LLC6,898$341K<0.01%-2613F-HRTimeline
Everstar Asset Management, LLC6,881$340K0.24%-3,74513F-HRTimeline
NATURAL INVESTMENTS, LLC6,760$334K0.09%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,740$333K<0.01%+7813F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC6,697$331K<0.01%-34,60013F-HRTimelineGroup
Hexagon Capital Partners LLC6,663$330K0.06%+7113F-HRTimeline
Sonoma Private Wealth LLC6,635$328K0.53%+25013F-HRTimeline
Keel Point, LLC6,633$328K0.03%-94513F-HRTimeline
Manske Wealth Management6,378$315K0.13%13F-HRTimeline
Werba Rubin Papier Wealth Management6,333$313K0.07%+69313F-HRTimeline
180 WEALTH ADVISORS, LLC6,127$303K0.05%+11213F-HRTimeline
Merit Financial Group, LLC5,932$293K0.01%new13F-HRTimeline
Choate Investment Advisors5,931$293K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,929$293K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc5,889$291K<0.01%new13F-HRTimeline
Baldwin Investment Management, LLC5,857$290K0.04%-14913F-HRTimeline
Avior Wealth Management, LLC5,853$289K0.01%-4213F-HRTimeline
Calydon Capital5,798$287K0.06%+1,01213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,795$287K0.04%-3,23413F-HR/ATimeline
Bridgefront Capital, LLC5,724$283K0.1%new13F-HRTimeline
Rathbones Group PLC5,600$277K<0.01%-30013F-HRTimeline
Integrated Quantitative Investments LLC5,600$277K0.14%13F-HRTimeline
ACORN CREEK CAPITAL LLC5,540$274K0.14%+1813F-HRTimeline
Steward Partners Investment Advisory, L…5,537$274K<0.01%+32113F-HRTimeline
Beacon Pointe Advisors, LLC5,530$274K<0.01%-1,13013F-HRTimeline
WATERS PARKERSON & CO., LLC5,500$272K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,490$272K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC5,420$268K0.01%+1,63813F-HRTimeline
SEVEN MILE ADVISORY5,405$267K0.17%+19013F-HRTimeline
Wilmington Savings Fund Society, FSB5,325$263K<0.01%+2,63313F-HRTimeline
Independent Advisor Alliance5,228$259K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.5,208$258K0.01%-35813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND5,188$257K<0.01%013F-HR/ATimeline
Gitterman Wealth Management, LLC5,189$257K0.11%+42913F-HRTimeline
Perigon Wealth Management, LLC4,794$244K0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC4,906$243K0.02%+1513F-HRTimeline
New Republic Capital, LLC4,864$241K0.16%new13F-HRTimeline
SYM FINANCIAL Corp4,851$240K0.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,782$237K0.01%-3013F-HRTimelineGroup
CERTUITY, LLC4,753$235K0.03%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC4,742$235K0.05%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC4,725$234K0.06%-15113F-HRTimeline
Canopy Partners, LLC4,720$233K0.09%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,715$233K<0.01%+2,25113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,660$230K<0.01%+4,26013F-HRTimeline
Total Clarity Wealth Management, Inc.4,637$229K0.07%-7313F-HRTimeline
Portfolio Design Labs, LLC4,627$229K0.05%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,624$229K0.05%-2413F-HRTimeline
Legacy Capital Group California, Inc.4,578$226K0.07%-2413F-HRTimeline
TRUST POINT INC.4,531$224K0.02%-713F-HRTimeline
Texas Yale Capital Corp.4,350$215K0.01%new13F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,286$212K0.01%-66413F-HRTimelineGroup
Sunpointe, LLC4,261$211K0.11%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,241$210K<0.01%new13F-HRTimelineGroup
Sage Mountain Advisors LLC4,118$204K0.01%new13F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA4,110$203K0.03%13F-HRTimelineGroup
WealthTrust Axiom LLC4,075$202K0.06%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,901$199K0.01%+3,25813F-HRTimeline
TruNorth Capital Management, LLC4,000$198K0.05%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,900$193K0.02%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,827$189K<0.01%+3,23213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,536$175K<0.01%+48313F-HRTimelineGroup
WINTRUST INVESTMENTS LLC3,465$171K0.15%-4413F-HRTimeline
GeoWealth Management, LLC3,279$162K0.01%+20513F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.3,080$134K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,675$132K<0.01%013F-HRTimeline
Blue Trust, Inc.2,514$124K<0.01%-15,90413F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,473$122K0.01%+55913F-HRTimelineGroup
Rosenberg Matthew Hamilton2,345$116K0.03%013F-HRTimeline
Addison Advisors LLC2,334$115K0.03%+39413F-HRTimeline
JFS WEALTH ADVISORS, LLC2,306$114K0.01%+3613F-HRTimeline
JCIC Asset Management Inc.2,112$104K0.04%+63213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,001$99K0.01%+1,38813F-HRTimeline
Grove Bank & Trust1,958$96.8K0.01%-63513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,937$95.8K<0.01%-18513F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,950$94.2K<0.01%13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,826$90.3K<0.01%013F-HRTimeline
Manchester Capital Management LLC1,817$89.9K0.01%+65913F-HRTimeline
AMERIFLEX GROUP, INC.1,641$86K0.04%13F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,700$84.1K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,642$81.1K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC1,627$80.5K0.07%013F-HRTimeline
UMB Bank, n.a.1,514$74.9K<0.01%+2613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP1,460$74.3K<0.01%+9313F-HRTimeline
Versant Capital Management, Inc1,498$74.1K0.02%+80513F-HRTimeline
SIERRA OCEAN, LLC1,481$73.2K0.06%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,351$66.8K<0.01%-2313F-HRTimelineGroup
Bogart Wealth, LLC1,129$55.8K<0.01%013F-HRTimeline
Ridgewood Investments LLC1,073$53.1K0.03%013F-HRTimeline
Brooklyn Investment Group1,000$49.4K0.01%new13F-HRTimeline
Rise Advisors, LLC937$46.4K0.02%+1913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …907$44.9K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.854$42.2K0.01%+3713F-HRTimeline
AdvisorNet Financial, Inc831$41.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management828$41K<0.01%-49213F-HRTimelineGroup
Hanson & Doremus Investment Management809$40K0.01%013F-HRTimeline
Larson Financial Group LLC775$38.3K<0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC700$34.6K0.01%-10013F-HRTimeline
MCF Advisors LLC689$34.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC684$33.8K<0.01%+9313F-HRTimeline
Union Bancaire Privee, UBP SA485$32.3K<0.01%13F-HR/ATimeline
Whipplewood Advisors, LLC606$30K0.02%13F-HRTimeline
Plante Moran Financial Advisors, LLC604$29.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC589$29.1K<0.01%+45613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC586$29K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC572$29K<0.01%+16613F-HRTimelineGroup
Venturi Wealth Management, LLC571$28.2K<0.01%+21013F-HRTimeline
Coppell Advisory Solutions LLC561$27.8K<0.01%+5013F-HRTimeline
HM PAYSON & CO556$27.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO535$26.5K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH512$25.3K0.01%013F-HRTimeline
GW&K Investment Management, LLC499$25K<0.01%013F-HRTimeline
Accent Capital Management, LLC500$24.7K0.01%013F-HRTimeline
Berbice Capital Management LLC500$24.7K0.02%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.493$24.4K0.02%13F-HRTimeline
Smithfield Trust Co500$24K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC448$22.2K0.02%-11013F-HRTimeline
Silicon Valley Capital Partners443$21.9K<0.01%+513F-HRTimeline
Tortoise Investment Management, LLC418$20.7K<0.01%013F-HR/ATimeline
MRP Capital Investments, LLC400$19.8K0.02%-7513F-HRTimeline
Parkside Financial Bank & Trust366$18.1K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT365$18.1K<0.01%+11413F-HRTimeline
Global Financial Private Client, LLC336$16.6K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC335$16.6K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.303$15K0.01%013F-HRTimeline
Atlatl Advisers LLC284$14K0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC300$14K<0.01%+20013F-HRTimeline
HARBOUR INVESTMENTS, INC.276$13.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC260$13.5K<0.01%+5613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC264$13.1K<0.01%-16313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC254$12.6K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.244$12.1K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC233$11.5K<0.01%+14513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.231$11.4K<0.01%-1513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…226$11.2K<0.01%-13,75313F-HRTimelineGroup
Zions Bancorporation, N.A.204$10.1K<0.01%-11413F-HRTimeline
Elequin Capital, LP202$9.99K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division193$9.55K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department192$9.5K<0.01%13F-HRTimelineGroup
Valued Wealth Advisors LLC189$9.35K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC186$9.2K<0.01%013F-HRTimeline
Sandy Spring Bank180$8.9K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc170$8.41K<0.01%+2513F-HRTimeline