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Disclosery

HSBC HSBC HLDGS PLC

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ADR (ADR), issuer CIK 1089113

637 managers (647 13F filers) reported a position in HSBC shares at 2026-03-31, 84,464,222 shares in all. 77 filers opened a position and 47 filers sold out during the quarter.

Managers
637
13F filers
647
New
77
Added
267
Reduced
182
Sold out
47
Shares held by filers
84,464,222

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TD Asset Management Inc3,605$297K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO3,595$297K0.01%+21613F-HRTimeline
Syverson Strege & Co3,581$295K0.07%-27113F-HRTimeline
Integrated Advisors Network LLC3,571$295K0.02%+13413F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,544$292K0.03%-16913F-HR/ATimeline
HBK Sorce Advisory LLC3,241$292K0.01%+41513F-HRTimeline
Hoxton Planning & Management, LLC3,541$292K0.09%+19713F-HRTimeline
Accuvest Global Advisors3,502$289K0.27%+28913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,462$286K0.01%-49813F-HRTimeline
Mattson Financial Services, LLC3,459$285K0.07%new13F-HRTimeline
Aptus Capital Advisors, LLC3,412$281K<0.01%+12613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,367$278K<0.01%+1,74213F-HRTimelineGroup
Fulcrum Equity Management3,352$277K0.27%013F-HRTimeline
Symphony Financial Services, Inc.3,346$276K0.14%013F-HRTimeline
Klingman & Associates, LLC3,317$274K0.01%+37413F-HRTimeline
August Group Capital Ltd3,308$273K0.32%+24613F-HRTimeline
Brown Financial Advisors3,283$271K0.1%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,190$270K0.01%new13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,270$270K<0.01%013F-HRTimelineGroup
Prospect Financial Group LLC3,253$268K0.25%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC3,204$264K0.06%new13F-HRTimeline
Echo45 Advisors LLC3,189$263K0.15%+22713F-HRTimeline
Intergy Private Wealth, LLC3,185$263K0.08%+28313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,150$260K0.27%013F-HRTimeline
Seed Wealth Management, Inc.3,130$258K0.18%013F-HRTimeline
Arax Advisory Partners3,099$256K0.01%-5,34613F-HRTimeline
Prosperity Consulting Group, LLC3,061$253K0.01%new13F-HRTimeline
Impact Investors, Inc3,033$250K0.17%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,992$247K0.02%+8913F-HRTimeline
Tranquilli Financial Advisor LLC2,889$238K0.14%-10113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,881$238K0.06%+22213F-HRTimeline
GeoWealth Management, LLC2,835$234K0.01%-10,75313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,795$231K<0.01%-9613F-HRTimelineGroup
Mayflower Financial Advisors, LLC2,777$229K0.03%new13F-HRTimeline
VestGen Advisors, LLC2,541$229K0.01%new13F-HRTimeline
SVB WEALTH LLC2,746$227K0.01%+7813F-HRTimeline
REXFORD CAPITAL INC2,743$226K0.16%+3013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,703$223K<0.01%-1,01913F-HRTimelineGroup
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP2,681$221K0.01%new13F-HRTimelineGroup
Ariadne Wealth Management, LP2,604$221K0.1%-5113F-HRTimeline
Addison Advisors LLC2,653$219K0.05%+1113F-HRTimeline
Federation des caisses Desjardins du Qu…2,627$217K<0.01%-3113F-HRTimeline
TrueWealth Financial Partners2,621$216K0.09%new13F-HRTimeline
Warren Street Wealth Advisors, LLC2,600$214K0.05%new13F-HRTimeline
Snowden Capital Advisors LLC2,523$214K0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC2,586$213K0.03%new13F-HRTimeline
Brio Consultants, LLC2,435$213K0.03%-11213F-HRTimeline
Rosenberg Matthew Hamilton2,578$213K0.04%013F-HRTimeline
JCIC Asset Management Inc.2,567$212K0.06%+4013F-HRTimeline
Livet Wealth, LLC2,566$212K0.13%new13F-HRTimeline
Braun-Bostich & Associates Inc.2,565$212K0.13%-18413F-HRTimeline
Legacy Wealth Partners, LLC2,565$212K0.05%013F-HRTimeline
Inscription Capital, LLC2,564$212K0.02%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,337$211K0.02%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,547$210K<0.01%013F-HRTimelineGroup
Elser Financial Planning, Inc2,500$209K0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.2,536$209K0.01%new13F-HRTimeline
Diversified Enterprises, LLC2,534$209K0.01%-913F-HRTimeline
Rothschild Wealth LLC2,519$208K0.02%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,500$206K0.03%new13F-HRTimeline
Alvarez & Marsal Private Wealth Partner…2,390$203K0.03%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,438$201K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,429$200K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC2,277$193K<0.01%+11113F-HRTimeline
Owl Creek Wealth Partners LLC2,299$190K0.07%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,996$165K0.04%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,964$162K<0.01%-1,11813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,924$159K<0.01%+33313F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,826$151K<0.01%-2013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,796$148K0.01%+18113F-HRTimeline
Grove Bank & Trust1,600$132K0.01%+1013F-HRTimeline
CoreCap Advisors, LLC1,533$127K<0.01%-113F-HRTimeline
Salomon & Ludwin, LLC1,496$126K0.01%+7813F-HRTimeline
JFS WEALTH ADVISORS, LLC1,513$125K0.01%-17713F-HRTimeline
UMB Bank, n.a.1,501$124K<0.01%-8713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUMMIT SECURITIES GROUP LLC1,500$124K0.06%+1,30013F-HRTimeline
Global Assets Advisory, LLC1,474$122K0.03%new13F-HRTimeline
Bruce G. Allen Investments, LLC1,411$116K0.08%-45513F-HRTimeline
AdvisorNet Financial, Inc1,309$108K0.01%+17013F-HRTimeline
Blue Trust, Inc.1,296$107K<0.01%-39513F-HRTimeline
IFP Advisors, Inc1,258$104K<0.01%+3313F-HRTimeline
Bogart Wealth, LLC1,227$101K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,180$97.3K0.01%+2413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,125$92.8K0.03%new13F-HRTimelineGroup
Larson Financial Group LLC1,108$91.4K<0.01%+35613F-HRTimeline
Financial Management Professionals, Inc.1,061$89K0.01%+39013F-HRTimeline
AlphaCore Capital LLC1,059$87.4K<0.01%-9,93213F-HRTimeline
HM PAYSON & CO1,058$87.3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.1,020$86.1K0.01%013F-HRTimeline
PRIVATE TRUST CO NA956$78.9K0.01%-21513F-HRTimeline
GROUP ONE TRADING LLC931$76.8K<0.01%-7,70013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …907$74.8K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC900$74.2K0.02%+12013F-HRTimeline
HARBOUR INVESTMENTS, INC.885$72.8K<0.01%+21613F-HRTimeline
Private Wealth Asset Management, LLC874$72.1K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management855$70.5K<0.01%-1213F-HRTimelineGroup
Intentional Wealth Strategies, LLC821$67.7K0.06%13F-HRTimeline
Berbice Capital Management LLC800$66K0.04%013F-HRTimeline
Root Financial Partners, LLC798$65.8K<0.01%-9813F-HRTimeline
Hanson & Doremus Investment Management783$65K0.01%-2613F-HRTimeline
Sound Income Strategies, LLC712$60.9K<0.01%+1613F-HRTimeline
MCF Advisors LLC689$56.8K<0.01%013F-HRTimeline
GW&K Investment Management, LLC665$55K<0.01%+16613F-HRTimeline
Cornerstone Planning Group LLC595$52K0.01%+9713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC575$51.8K<0.01%013F-HRTimeline
Smithfield Trust Co564$47K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…544$44.9K0.01%013F-HRTimeline
Triumph Capital Management527$44.5K0.01%+23913F-HRTimeline
MATHER GROUP, LLC.515$42.5K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC499$41.2K0.02%new13F-HRTimeline
FINANCIAL CONSULATE, INC495$40.9K0.01%+32113F-HRTimeline
Frazier Financial Advisors, LLC480$39.6K0.02%+6513F-HRTimeline
JPL Wealth Management, LLC466$38.4K0.01%new13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC440$36.3K<0.01%+29513F-HRTimelineGroup
BALLAST ADVISORS LLC435$35.9K0.01%new13F-HR/ATimeline
LANARK FINANCIAL, INC.429$35.4K<0.01%-613F-HRTimeline
SJS Investment Consulting Inc.426$35.1K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC422$34.8K0.01%-5513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH416$34.3K0.01%013F-HRTimeline
Bell Investment Advisors, Inc405$33.4K0.01%+2213F-HRTimeline
Essential Partners LLC397$32.7K0.01%013F-HRTimeline
LRI Investments, LLC375$30.9K<0.01%+32413F-HRTimeline
Measured Wealth Private Client Group, L…369$30.4K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC367$30.3K0.02%-5213F-HRTimeline
First Command Advisory Services, Inc.351$29.5K<0.01%+32513F-HRTimeline
Fairscale Capital, LLC321$27.2K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC318$26K<0.01%-18313F-HRTimelineGroup
SHP Wealth Management312$25.7K<0.01%-22213F-HRTimeline
Wealth Enhancement Trust Services, Inc.310$25.6K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC300$24.7K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC298$24.6K0.02%+3413F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV289$23.8K<0.01%+7613F-HRTimeline
Physician Wealth Advisors, Inc.289$23.8K<0.01%+613F-HRTimeline
Dunhill Financial, LLC277$22.9K0.01%+22613F-HRTimeline
MASECO LLP274$22.6K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC263$22.2K0.01%13F-HRTimeline
Robinswood Financial LLC266$21.9K0.01%013F-HR/ATimeline
Opal Wealth Advisors, LLC265$21.9K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC245$20.2K0.01%+6413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…237$20.2K<0.01%-9213F-HRTimelineGroup
ATWOOD & PALMER INC233$19.2K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC235$18.6K<0.01%-813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…223$18.4K<0.01%-1313F-HRTimeline
Plante Moran Financial Advisors, LLC219$18.1K<0.01%013F-HRTimeline
CX Institutional223$18K<0.01%-2713F-HRTimeline
Bare Financial Services, Inc216$17.8K<0.01%+4013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/214$17.7K<0.01%013F-HRTimeline
MRP Capital Investments, LLC200$16.5K0.01%013F-HRTimeline
Valued Wealth Advisors LLC189$16K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC200$16K<0.01%013F-HRTimeline
Signature Equity Partners, LLC193$15.9K0.01%-6813F-HRTimeline
Key Financial Inc190$15.7K<0.01%+15113F-HRTimeline
Cassaday & Co Wealth Management LLC184$15.1K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp180$14.8K<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC170$14K0.01%+12513F-HRTimeline
Lloyd Advisory Services, LLC.170$14K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.170$14K<0.01%+16913F-HRTimeline
Fortitude Family Office, LLC169$13.9K<0.01%013F-HRTimeline
Roxbury Financial LLC168$13.9K0.01%013F-HRTimeline
Center for Financial Planning, Inc.163$13.4K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.160$13.2K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.160$13.2K0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.159$13.1K<0.01%-1213F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.158$13K<0.01%+12213F-HRTimeline
HHM Wealth Advisors, LLC158$13K<0.01%013F-HRTimeline
Rossby Financial, LCC147$12.6K<0.01%+11113F-HRTimeline
DUNCKER STREETT & CO INC148$12.2K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC148$12.2K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.140$11.5K<0.01%+1913F-HRTimeline
Independence Bank of Kentucky136$11.2K<0.01%013F-HRTimeline
CVA Family Office, LLC136$11.2K<0.01%013F-HRTimeline
Financial Connections Group, Inc.143$11K<0.01%013F-HRTimeline
RMG Wealth Management LLC119$10.8K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC125$10.3K<0.01%+10913F-HRTimeline
Golden State Wealth Management, LLC121$10K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.117$9.91K<0.01%-613F-HRTimeline
DB Fitzpatrick & Co, Inc120$9.9K0.01%-4013F-HRTimeline
Rachor Investment Advisory Services, LLC120$9.9K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…111$9.16K<0.01%013F-HRTimelineGroup
XY Capital Ltd111$9.16K0.01%+7813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…117$9K<0.01%-4513F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC100$8.25K0.01%013F-HRTimeline
Costello Asset Management, INC100$8.25K<0.01%-10013F-HRTimeline
HOEY INVESTMENTS, INC100$8.25K<0.01%013F-HRTimeline
Main Street Group, LTD100$8.25K<0.01%new13F-HRTimeline
PlanVest Financial, Inc100$8.25K0.01%13F-HRTimeline
Acumen Wealth Advisors, LLC98$8.23K<0.01%+3313F-HRTimeline
WPG Advisers, LLC93$7.67K0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.92$7.59K<0.01%new13F-HRTimeline
Burk Holdings LLC88$7.26K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.79$7.19K<0.01%013F-HRTimeline
Archer Investment Corp80$6.61K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC72$5.94K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.70$5.93K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.69$5.69K<0.01%013F-HRTimeline
Truvestments Capital LLC65$5.36K<0.01%new13F-HRTimeline
True Link Financial Advisors, LLC55$4.54K<0.01%new13F-HR/ATimeline
Kilter Group LLC55$4.54K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.55$4.54K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT54$4.45K<0.01%013F-HRTimeline