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Disclosery

HSBC HSBC HLDGS PLC

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ADR (ADR), issuer CIK 1089113

Filings received so far for Q3 2026: 32 13F filers report a position in HSBC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Gradient Investments LLCin group Gradient Investments LLC60,734$6.03M0.09%-2,88713F-HRTimelineGroup
Farther Finance Advisors, LLC24,672$2.45M0.02%+2,06113F-HRTimeline
Versant Capital Management, Inc19,526$1.94M0.17%+40813F-HRTimeline
GAMMA Investing LLC19,307$1.92M0.06%+1,91713F-HRTimeline
Legacy Wealth Asset Management, LLC10,878$1.08M0.24%-31613F-HRTimeline
RIVERSEDGE ADVISORS, LLC8,520$846K0.1%+65213F-HRTimeline
Monument Capital Management7,692$764K0.16%+5613F-HRTimeline
Crumly & Associates Inc.7,287$724K0.13%+19013F-HRTimeline
Wedmont Private Capital7,238$670K0.02%+11113F-HRTimeline
Valeo Financial Advisors, LLC6,226$618K0.01%+513F-HRTimeline
Avidian Wealth Enterprises, LLC3,214$319K0.01%+81313F-HRTimeline
Echo45 Advisors LLC3,111$309K0.14%+6413F-HRTimeline
Rosenberg Matthew Hamilton2,713$269K0.05%013F-HRTimeline
Polaris Financial Partners2,542$253K0.11%13F-HRTimeline
Everhart Financial Group, Inc.2,381$236K0.01%+12613F-HRTimeline
Boltwood Capital Management2,300$228K0.05%new13F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…2,033$202K0.02%new13F-HRTimelineGroup
Grove Bank & Trust1,602$159K0.02%+813F-HRTimeline
CoreCap Advisors, LLC1,411$140K<0.01%-57413F-HRTimeline
Acropolis Investment Management, LLC1,039$103K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC367$36.4K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.310$30.8K<0.01%-82013F-HRTimeline
ATWOOD & PALMER INC233$23.1K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC222$22K0.01%013F-HRTimeline
CX Institutional223$22K<0.01%013F-HRTimeline
Roxbury Financial LLC168$16.7K0.01%013F-HRTimeline
Planning Strategies Inc.153$15.2K0.01%new13F-HRTimeline
GK Wealth Management LLC90$8.94K0.01%new13F-HRTimeline
Trust Co68$6.75K<0.01%013F-HRTimeline
EASTERN BANK49$4.87K<0.01%013F-HRTimeline
Noble Wealth Management PBC16$1.59K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC16$1.59K<0.01%new13F-HRTimeline