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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
Fortitude Family Office, LLC169$8.36K<0.01%-1013F-HRTimeline
Center for Financial Planning, Inc.163$8.06K<0.01%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD163$8K<0.01%-6913F-HRTimelineGroup
Roxbury Financial LLC168$7.88K0.01%13F-HRTimeline
HHM Wealth Advisors, LLC158$7.82K<0.01%013F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC157$7.75K<0.01%new13F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC155$7.67K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC144$7.65K0.01%+10013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…144$7.65K0.01%+10013F-HRTimelineGroup
CVA Family Office, LLC154$7.62K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC148$7.32K<0.01%013F-HRTimeline
PrairieView Partners, LLC146$7K<0.01%013F-HRTimeline
Financial Connections Group, Inc.143$7K<0.01%013F-HRTimeline
Arax Advisory Partners129$6.38K<0.01%+10713F-HRTimeline
Van Hulzen Asset Management, LLC128$6.33K<0.01%new13F-HRTimeline
Dunhill Financial, LLC121$5.99K<0.01%new13F-HRTimeline
Continuum Advisory, LLC116$5.74K<0.01%+1113F-HRTimeline
Golden State Wealth Management, LLC115$5.71K<0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP108$5.34K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC100$4.95K<0.01%013F-HRTimeline
Asset Dedication, LLC100$4.95K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC100$4.95K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC100$4.95K<0.01%013F-HRTimeline
CoreFirst Bank & Trust100$4.95K<0.01%013F-HRTimeline
Main Street Group, LTD100$4.95K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC98$4.85K0.01%13F-HRTimeline
WPG Advisers, LLC93$4.6K<0.01%13F-HRTimeline
North Star Investment Management Corp.90$4.45K<0.01%-9013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.87$4.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC83$4.11K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…81$4.03K<0.01%013F-HR/ATimeline
Creekmur Asset Management LLC81$4.01K<0.01%013F-HRTimeline
MATHER GROUP, LLC.79$3.91K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC79$3.91K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.76$3.76K<0.01%+5013F-HRTimelineGroup
Archer Investment Corp76$3.76K<0.01%+113F-HRTimeline
Wiser Advisor Group LLC76$3.75K0.01%013F-HRTimeline
NewSquare Capital LLC72$3.56K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.65$3.25K<0.01%-2813F-HRTimeline
Decker Retirement Planning Inc.64$3.17K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.51$3K<0.01%+213F-HRTimeline
Park Place Capital Corp57$2.82K<0.01%-25213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT54$2.67K<0.01%013F-HRTimeline
WealthCollab, LLC52$2.57K<0.01%013F-HRTimeline
LRI Investments, LLC51$2.51K<0.01%013F-HRTimeline
New England Capital Financial Advisors …50$2.47K<0.01%013F-HRTimeline
Mendota Financial Group, LLC49$2.42K<0.01%-2213F-HRTimeline
Clean Yield Group48$2.37K<0.01%013F-HRTimeline
Abound Wealth Management40$1.98K<0.01%013F-HRTimeline
Key Financial Inc39$1.93K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC34$1.64K<0.01%-5013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…33$1.63K<0.01%013F-HRTimeline
AXA S.A.in group AXA S.A.33$1.63K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC25$1.24K<0.01%new13F-HRTimeline
Pineridge Advisors LLC25$1.24K<0.01%013F-HRTimeline
Clearstead Advisors, LLC18$897<0.01%new13F-HRTimeline
NFSG Corp17$841<0.01%new13F-HRTimeline
High Note Wealth, LLC15$742<0.01%new13F-HRTimeline
Leonteq Securities AG7$346<0.01%013F-HRTimeline
Sachetta, LLC5$237<0.01%new13F-HRTimeline
West Branch Capital LLC3$161<0.01%013F-HRTimeline
Rakuten Securities, Inc.2$99<0.01%-913F-HRTimeline
LANARK FINANCIAL, INC.1$950.01%-1,90713F-HRTimeline
REAP Financial Group, LLC1$46<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.