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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
First Command Advisory Services, Inc.3,538$336K<0.01%+3,18713F-HRTimeline
Aptus Capital Advisors, LLC3,531$336K<0.01%+11913F-HRTimeline
Intergy Private Wealth, LLC3,519$335K0.08%+33413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,502$333K0.02%+31213F-HRTimelineGroup
GFS Advisors, LLC372$333K0.05%new13F-HR/ATimeline
Jackson Wealth Management, LLC3,487$332K0.2%-49,40513F-HRTimeline
HBK Sorce Advisory LLC3,221$331K0.01%-2013F-HRTimeline
Symmetry Partners, LLC3,439$327K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,400$323K<0.01%-308,68613F-HRTimelineGroup
Focus Financial Network, Inc.3,393$323K0.01%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC3,388$322K0.06%+18413F-HRTimeline
Fulcrum Equity Management3,352$319K0.26%013F-HRTimeline
Syverson Strege & Co3,329$317K0.07%-25213F-HRTimeline
August Group Capital Ltd3,304$314K0.35%-413F-HRTimeline
Prospect Financial Group LLC3,291$313K0.25%+3813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,270$311K<0.01%013F-HRTimelineGroup
Brown Financial Advisors3,239$308K0.11%-4413F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,150$300K0.29%013F-HRTimeline
Mayflower Financial Advisors, LLC3,141$299K0.03%+36413F-HRTimeline
Seed Wealth Management, Inc.3,130$298K0.19%013F-HRTimeline
Echo45 Advisors LLC3,047$290K0.15%-14213F-HRTimeline
Symphony Financial Services, Inc.3,046$290K0.13%-30013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,030$288K<0.01%-1,61713F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC3,006$286K0.03%new13F-HRTimeline
DIVERSIFIED TRUST CO2,970$282K<0.01%-62513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,959$281K<0.01%+41213F-HRTimelineGroup
Interchange Capital Partners, LLC2,958$281K0.05%new13F-HRTimeline
Kingsview Wealth Management, LLC2,895$275K<0.01%new13F-HRTimeline
Tranquilli Financial Advisor LLC2,892$275K0.15%+313F-HRTimeline
Walkner Condon Financial Advisors LLC2,887$275K0.03%+30113F-HRTimeline
GeoWealth Management, LLC2,860$272K0.01%+2513F-HRTimeline
SVB WEALTH LLC2,839$270K0.02%+9313F-HRTimeline
Brio Consultants, LLC2,828$269K0.03%+39313F-HRTimeline
Hoxton Planning & Management, LLC2,823$268K0.07%-71813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,816$268K0.02%+47913F-HRTimeline
Quotient Wealth Partners, LLC2,790$265K0.01%new13F-HRTimeline
Magnus Financial Group LLC2,787$265K0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,771$263K<0.01%+80713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,747$261K<0.01%-4813F-HRTimelineGroup
REXFORD CAPITAL INC2,743$261K0.16%013F-HRTimeline
Rothschild Wealth LLC2,725$259K0.02%+20613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC2,719$259K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton2,713$258K0.05%+13513F-HRTimeline
VestGen Advisors, LLC2,689$256K0.01%+14813F-HRTimeline
Warren Street Wealth Advisors, LLC2,645$252K0.06%+4513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,632$250K0.03%new13F-HRTimeline
Inscription Capital, LLC2,629$250K0.02%+6513F-HRTimeline
Ariadne Wealth Management, LP2,612$248K0.11%+813F-HRTimeline
Federation des caisses Desjardins du Qu…2,600$247K<0.01%-2713F-HRTimeline
National Philanthropic Trust2,599$247K<0.01%new13F-HRTimeline
Stonebrook Private Inc.2,599$247K0.05%new13F-HRTimeline
Legacy Wealth Partners, LLC2,565$244K0.05%013F-HRTimeline
Modera Wealth Management, LLC2,547$242K<0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.2,536$241K0.01%013F-HRTimeline
Braun-Bostich & Associates Inc.2,528$240K0.13%-3713F-HRTimeline
Permanens Capital L.P.2,526$240K0.02%new13F-HRTimeline
Legacy Wealth Advisors, LLC2,512$239K0.1%new13F-HRTimeline
Snowden Capital Advisors LLC2,510$239K0.01%-1313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,504$238K0.01%-48813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,500$238K0.03%013F-HRTimeline
Aviance Capital Partners, LLC2,500$238K0.02%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd2,500$238K0.01%new13F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,498$238K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC2,491$237K<0.01%+21413F-HRTimeline
Diversified Enterprises, LLC2,474$235K0.01%-6013F-HRTimeline
Revisor Wealth Management LLC2,472$235K0.06%new13F-HRTimeline
Hidden Cove Wealth Management, LLC2,445$232K0.13%new13F-HRTimeline
Fragasso Financial Advisors Inc2,436$232K0.01%new13F-HRTimeline
Advisors Capital Management, LLC2,403$229K<0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC2,401$228K0.01%new13F-HRTimeline
Financial Solutions Advisory Group, Inc.2,329$228K0.03%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,395$228K<0.01%new13F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC2,392$227K0.02%new13F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY2,386$227K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,374$226K<0.01%new13F-HRTimelineGroup
SteelPeak Wealth, LLC2,355$224K0.01%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.2,339$222K<0.01%new13F-HRTimeline
Claret Asset Management Corp2,324$221K0.02%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,306$219K0.02%new13F-HRTimeline
Owl Creek Wealth Partners LLC2,299$219K0.06%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,267$216K0.01%new13F-HRTimeline
Indivisible Partners2,264$215K0.01%new13F-HRTimeline
Everhart Financial Group, Inc.2,255$214K0.01%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,252$214KnewTimeline
JOHNSON INVESTMENT COUNSEL INC2,245$213K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.2,236$213K<0.01%new13F-HRTimeline
Facet Wealth, Inc.2,235$213K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,233$212K<0.01%+40713F-HRTimelineGroup
JCIC Asset Management Inc.2,567$212K0.06%013F-HRTimeline
Icon Wealth Advisors, LLC2,211$210K0.01%-1,23513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,171$206K0.05%+17513F-HRTimeline
Aspen Grove Capital, LLC2,170$206K0.03%new13F-HRTimeline
Salomon & Ludwin, LLC2,131$204K0.02%+63513F-HRTimeline
SCHULHOFF & CO INC2,140$203K0.08%new13F-HRTimeline
Trivium Point Advisory, LLC2,137$203K0.02%new13F-HRTimeline
RMR Wealth Builders2,124$202K0.01%new13F-HRTimeline
Verdence Capital Advisors LLC2,114$201K0.01%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,110$201K0.03%new13F-HR/ATimeline
TL Private Wealth2,055$200K0.07%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,059$196K<0.01%-92,62413F-HRTimelineGroup
CoreCap Advisors, LLC1,985$189K0.01%+45213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,832$174K<0.01%-9213F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,779$169K0.05%-4,50113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,749$166K0.01%-4713F-HRTimeline
Grove Bank & Trust1,594$152K0.02%-613F-HRTimeline
HM PAYSON & CO1,588$151K<0.01%+53013F-HRTimeline
UMB Bank, n.a.1,501$143K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Investment Advisors / MI1,479$141K0.01%new13F-HRTimeline
IFP Advisors, Inc1,439$137K<0.01%+18113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,423$135K0.01%-9013F-HRTimeline
Larson Financial Group LLC1,404$134K<0.01%+29613F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,400$133K0.03%-10013F-HRTimeline
Bruce G. Allen Investments, LLC1,326$126K0.08%-8513F-HRTimeline
Blue Trust, Inc.1,315$125K<0.01%+1913F-HRTimeline
AdvisorNet Financial, Inc1,309$124K0.01%013F-HRTimeline
Bogart Wealth, LLC1,258$120K<0.01%+3113F-HRTimeline
Limestone Investment Advisors LP1,150$109K0.05%-54,88713F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,130$107K0.01%+82013F-HR/ATimeline
Financial Management Professionals, Inc.1,058$101K0.01%-313F-HRTimeline
Westside Investment Management, Inc.1,020$97K0.01%013F-HRTimeline
GROUP ONE TRADING LLC950$90.3K<0.01%+1913F-HRTimeline
HARBOUR INVESTMENTS, INC.945$89.9K<0.01%+6013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …907$86.2K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC900$85.6K0.02%013F-HRTimeline
PRIVATE TRUST CO NA893$84.9K0.01%-6313F-HRTimeline
Private Wealth Asset Management, LLC874$83.1K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.872$82.9K0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management855$81.3K<0.01%013F-HRTimelineGroup
Berbice Capital Management LLC800$76.1K0.04%013F-HRTimeline
Hanson & Doremus Investment Management783$74K0.01%013F-HRTimeline
Addison Advisors LLC763$72.6K0.03%-1,89013F-HRTimeline
CITY HOLDING CO700$66.6K0.01%new13F-HRTimeline
MCF Advisors LLC689$65.5K<0.01%013F-HRTimeline
StrongBox Wealth, LLC683$64.9K0.02%new13F-HRTimeline
MATHER GROUP, LLC.677$64.4K<0.01%+16213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC658$63.7K0.01%-3,22213F-HRTimelineGroup
GW&K Investment Management, LLC665$63K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC610$62.9K0.01%+1513F-HRTimeline
Cape Investment Advisory, Inc.586$55.7K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC575$54.7K<0.01%013F-HRTimeline
Triumph Capital Management570$54.2K0.01%+4313F-HRTimeline
Quantum Portfolio Management LLC570$54.2K0.02%new13F-HRTimeline
Smithfield Trust Co564$53K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.536$51K0.01%+11013F-HRTimeline
FINANCIAL CONSULATE, INC531$50.5K0.01%+3613F-HRTimeline
Dunhill Financial, LLC505$48K0.01%+22813F-HRTimeline
Accent Capital Management, LLC492$46.8K0.02%new13F-HRTimeline
Bare Financial Services, Inc475$45.2K0.01%+25913F-HRTimeline
LANARK FINANCIAL, INC.457$43.5K<0.01%+2813F-HRTimeline
Cornerstone Financial Management LLC440$41.8K0.03%+14213F-HR/ATimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH416$39.6K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC416$39.6K0.01%-613F-HRTimeline
Frazier Financial Advisors, LLC415$39.5K0.02%-6513F-HRTimeline
SHP Wealth Management412$39.2K<0.01%+10013F-HRTimeline
LRI Investments, LLC412$39.2K<0.01%+3713F-HRTimeline
Bell Investment Advisors, Inc405$38.5K0.01%013F-HRTimeline
Essential Partners LLC397$37.8K0.02%013F-HRTimeline
JPL Wealth Management, LLC383$36.4K0.01%-8313F-HRTimeline
Retirement Wealth Solutions LLC367$34.9K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC354$33.7K<0.01%+13513F-HRTimeline
Physician Wealth Advisors, Inc.346$32.9K<0.01%+5713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC339$32.2K<0.01%+3913F-HRTimeline
MASECO LLP329$31.3K<0.01%+5513F-HRTimeline
BOK Financial Private Wealth, Inc.324$30.8K<0.01%new13F-HRTimeline
Fairscale Capital, LLC321$30.5K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC318$30K<0.01%013F-HRTimelineGroup
Kilter Group LLC310$29.5K0.01%+25513F-HRTimeline
Atlatl Advisers LLC284$27K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC275$26.1K0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC266$25.3K0.01%+2113F-HRTimeline
Robinswood Financial LLC266$25.3K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…241$23K<0.01%+413F-HRTimelineGroup
HHM Wealth Advisors, LLC235$22.3K<0.01%+7713F-HRTimeline
ATWOOD & PALMER INC233$22.2K<0.01%013F-HRTimeline
Signature Equity Partners, LLC231$22K0.01%+3813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…223$21.2K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC222$21.1K0.01%new13F-HRTimeline
CX Institutional223$21K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co220$20.9K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/214$20.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV213$20.3K<0.01%-7613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS208$19.5K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.205$19.5K<0.01%+8813F-HRTimeline
Stone House Investment Management, LLC203$19.3K<0.01%+16213F-HRTimeline
Pinnacle Bancorp, Inc.203$19.3K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.203$19.3K<0.01%+4313F-HRTimeline
VALLEY NATIONAL ADVISERS INC200$19K<0.01%013F-HRTimeline
MRP Capital Investments, LLC200$19K0.01%013F-HRTimeline
Valued Wealth Advisors LLC189$18K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC188$17.9K<0.01%+413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp180$17.1K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC180$17.1K0.01%+5513F-HRTimeline
Fortitude Family Office, LLC169$16.1K<0.01%013F-HRTimeline
Roxbury Financial LLC168$16K0.01%013F-HRTimeline
Rossby Financial, LCC167$15.9K<0.01%+2013F-HRTimeline
SOA Wealth Advisors, LLC.15,748$15.7K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.163$15.5K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.160$15.2K<0.01%013F-HRTimeline
American Capital Advisory, LLC153$14.5K0.01%-1713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.151$14.4K<0.01%-813F-HRTimelineGroup