HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q1 2024 (March 31)410holders
5famous investors
$38.33avg. 13F price*
At the end of Q1 2024, 410 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings. The largest holders were Dimensional Fund Advisors LP ($448.9M), Morgan Stanley ($242.2M) and Goldman Sachs Group Inc. ($212.6M). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- HSBC Holdings PLC-Spons ADR
- Filed as
- HSBC HLDGS PLC (Q1 2024)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $38.8M |
| Exits | 50 | $99.4M |
Ownership 410 holders
| Dimensional Fund Advisors LP | 0.12% | Reduce -1.9% | 11,404,063 | $448.9M |
| Morgan Stanley | 0.02% | Reduce -0.7% | 6,153,959 | $242.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +9.7% | 5,402,271 | $212.6M |
| Bank of America Corp. | 0.01% | Add +1.9% | 3,599,342 | $141.7M |
| Sanders Capital, LLC | 0.20% | Add +3041.4% | 2,986,810 | $117.6M |
| BlackRock Inc. | 0.00% | Add +0.1% | 2,142,873 | $84.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 1,910,553 | $75.2M |
| Citigroup Inc. | 0.06% | Add +0.6% | 1,478,167 | $58.2M |
| GMO | 0.14% | Reduce -15.3% | 1,004,374 | $39.5M |
| Royal Bank of Canada | 0.01% | Reduce -5.0% | 874,613 | $34.4M |
| American Century Companies Inc. | 0.02% | Add +4.8% | 813,061 | $32.0M |
| FMR LLC | 0.00% | Add +13.9% | 775,240 | $30.5M |
| Jane Street Group, LLC | 0.03% | Reduce -23.8% | 620,053 | $24.4M |
| Cookson Peirce & Co. Inc. | 1.27% | Reduce -1.0% | 603,392 | $23.8M |
| Renaissance Technologies | 0.03% | Reduce -53.5% | 545,143 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -21.9% | 505,137 | $19.9M |
| Franklin Resources Inc. | 0.01% | Add +485.3% | 460,704 | $18.1M |
| Crossmark Global Holdings, Inc. | 0.34% | Reduce -6.0% | 439,319 | $17.3M |
| Groupama Asset Managment | 0.27% | New | 1,892,593 | $14.8M |
| Raymond James & Associates | 0.01% | Add +3.6% | 352,093 | $13.9M |
| Wells Fargo & Company | 0.00% | Reduce -46.7% | 344,650 | $13.6M |
| Natixis Advisors, LLC | 0.03% | Reduce -40.9% | 338,809 | $13.3M |
| Millennium Management | 0.01% | Add +1800.9% | 291,794 | $11.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -48.1% | 281,238 | $11.1M |
| QRG Capital Management, Inc. | 0.13% | Add +1.2% | 254,628 | $10.0M |
| Meritage Portfolio Management | 0.60% | Reduce -4.1% | 237,569 | $9.4M |
| Citadel Advisors | 0.01% | Reduce -71.4% | 209,211 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.9% | 188,611 | $7.5M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +28.7% | 176,352 | $6.9M |
| Cwm, LLC | 0.03% | Reduce -5.8% | 167,453 | $6.6M |
| American Assets Investment Management, LLC | 0.63% | No change | 166,918 | $6.6M |
| Creative Planning | 0.01% | Add +6.2% | 165,912 | $6.5M |
| Promethos Capital, LLC | 3.77% | Add +7.3% | 163,232 | $6.4M |
| Ethic Inc. | 0.16% | Add +132.9% | 160,897 | $6.3M |
| Renaissance Group LLC | 0.24% | Reduce -0.1% | 160,216 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +2.0% | 147,788 | $5.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.6% | 144,253 | $5.7M |
| Mariner, LLC | 0.01% | Add +1.7% | 141,898 | $5.6M |
| Bank of Montreal | 0.00% | Add +23.3% | 141,001 | $5.6M |
| Pathstone Holdings, LLC | 0.03% | Add +32.7% | 139,710 | $5.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +34.3% | 140,667 | $5.5M |
| Hennessy Advisors Inc. | 0.22% | Reduce -7.3% | 132,400 | $5.2M |
| UBS Group AG | 0.00% | Add +1.9% | 131,301 | $5.2M |
| Neuberger Berman Group LLC | 0.00% | Add +7.1% | 130,056 | $5.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.7% | 128,268 | $5.0M |
| Y-Intercept (Hong Kong) Ltd | 0.37% | Add +24.4% | 126,324 | $5.0M |
| Stamos Capital Partners, L.P. | 1.13% | Add +884.1% | 125,970 | $5.0M |
| Ramirez Asset Management, Inc. | 0.96% | Add +1.1% | 121,253 | $4.8M |
| Insight Folios Inc | 1.86% | New | 116,598 | $4.6M |
| M&T Bank Corp | 0.02% | Reduce -6.0% | 112,989 | $4.4M |
| Sei Investments Co. | 0.01% | Add +2.4% | 112,970 | $4.4M |
| Susquehanna International Securities, Ltd. | 1.77% | Add +285.8% | 112,583 | $4.4M |
| Manatuck Hill Partners, LLC | 1.86% | No change | 107,448 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 93,830 | $3.7M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +68.8% | 92,937 | $3.7M |
| US Bancorp \de | 0.01% | Reduce -3.0% | 92,562 | $3.6M |
| Naviter Wealth, LLC | 0.58% | Add +31.8% | 86,404 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +93.8% | 89,136 | $3.5M |
| Quantinno Capital Management LP | 0.07% | Reduce -21.8% | 84,666 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.1% | 18,188 | $3.1M |
| GQG Partners LLC | 0.00% | Reduce -46.8% | 75,367 | $3.0M |
| Ritholtz Wealth Management | 0.10% | Add +30.8% | 71,812 | $2.8M |
| Nomura Holdings Inc. | 0.02% | New | 69,951 | $2.8M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -1.7% | 69,000 | $2.7M |
| Old Port Advisors | 0.80% | Reduce -1.0% | 66,785 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.2% | 66,108 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +19.8% | 65,760 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +11.9% | 62,719 | $2.6M |
| Graham Capital Management, L.P. | 0.13% | New | 62,926 | $2.5M |
| Squarepoint Ops LLC | 0.01% | Add +95.7% | 62,440 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Reduce -1.9% | 60,364 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +17.8% | 60,320 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +6.2% | 60,120 | $2.4M |
| West Family Investments, Inc. | 0.70% | Add +2.4% | 56,984 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.3% | 56,831 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -22.6% | 56,056 | $2.2M |
| Brandes Investment Partners, LP | 0.03% | Add +1.3% | 55,429 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.4% | 52,260 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.8% | 49,736 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -2.8% | 47,394 | $1.9M |
| First Trust Direct Indexing L.P. | 0.14% | Reduce -14.2% | 47,190 | $1.9M |
| Axq Capital, LP | 0.44% | Add +56.7% | 47,000 | $1.8M |
| Vident Advisory, LLC | 0.04% | Add +7.0% | 45,794 | $1.8M |
| Signaturefd, LLC | 0.04% | Add +7.5% | 44,851 | $1.8M |
| LMR Partners LLP | 0.06% | New | 44,716 | $1.8M |
| Earnest Partners LLC | 0.01% | Reduce -0.5% | 44,330 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -3.6% | 40,642 | $1.6M |
| AQR Capital Management | 0.00% | New | 40,418 | $1.6M |
| Barclays PLC | 0.00% | No change | 40,207 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Reduce -98.2% | 39,982 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -77.9% | 38,559 | $1.5M |
| Richard P Slaughter Associates Inc | 0.35% | Reduce -2.0% | 36,631 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -58.9% | 36,094 | $1.4M |
| XTX Topco Ltd | 0.19% | Add +238.5% | 35,899 | $1.4M |
| Invesco Ltd. | 0.00% | Add +0.8% | 35,820 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.6% | 35,624 | $1.4M |
| Wintrust Investments LLC | 0.12% | Reduce -0.1% | 35,370 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -5.5% | 35,206 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 34,999 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +153.6% | 34,699 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.6% | 34,456 | $1.4M |
| Captrust Financial Advisors | 0.01% | Reduce -41.6% | 34,323 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -64.8% | 34,084 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -64.8% | 34,084 | $1.3M |
| Simplex Trading, LLC | 0.04% | New | 33,154 | $1.3M |
| Raelipskie Partnership | 0.73% | Add +3.6% | 32,686 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.4% | 31,729 | $1.2M |
| LGT Group Foundation | 0.03% | Add +1.6% | 30,805 | $1.2M |
| Quantbot Technologies LP | 0.07% | Reduce -73.5% | 30,402 | $1.2M |
| Rhumbline Advisers | 0.00% | Add +9.7% | 30,302 | $1.2M |
| Qtron Investments LLC | 0.17% | Reduce -46.0% | 30,077 | $1.2M |
| Quadrant Capital Group LLC | 0.09% | Reduce -3.2% | 30,022 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +114.3% | 29,825 | $1.2M |
| MAI Capital Management | 0.01% | Add +11.4% | 29,594 | $1.2M |
| Lake Street Advisors Group, LLC | 0.05% | Add +1.3% | 28,367 | $1.2M |
| Orleans Capital Management Corp. | 0.75% | Add +9.0% | 29,105 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | New | 29,100 | $1.1M |
| Ativo Capital Management LLC | 1.15% | Reduce -0.3% | 29,045 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +37.7% | 28,117 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -30.3% | 28,074 | $1.1M |
| Karpas Strategies, LLC | 0.33% | No change | 27,200 | $1.1M |
| Forum Financial Management, LP | 0.02% | No change | 26,801 | $1.1M |
| Eagle Asset Management Inc. | 0.01% | Reduce -1.5% | 26,746 | $1.1M |
| Foresight Capital Management Advisors, Inc. | 0.79% | Reduce -0.2% | 26,303 | $1.0M |
| Mason & Associates, LLC | 0.79% | — | 26,303 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.9% | 26,027 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -31.0% | 25,804 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -48.6% | 25,749 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.3% | 25,503 | $1.0M |
| Composition Wealth, LLC | 0.02% | Reduce -8.5% | 25,185 | $991K |
| Advisors Asset Management, Inc. | 0.02% | Add +38.8% | 24,866 | $979K |
| Morningstar Investment Services LLC | 0.01% | Reduce -50.1% | 25,087 | $978K |
| Vise Technologies, Inc. | 0.19% | Reduce -2.5% | 24,093 | $948K |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -2.8% | 23,165 | $912K |
| Systematic Alpha Investments, LLC | 0.04% | No change | 23,000 | $905K |
| Gabelli Funds LLC | 0.01% | No change | 23,000 | $905K |
| Checchi Capital Advisers, LLC | 0.07% | Add +6.8% | 22,845 | $899K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -17.9% | 22,602 | $890K |
| Mitchell & Pahl Private Wealth, LLC | 0.46% | Add +5.2% | 22,185 | $873K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +232.8% | 22,087 | $869K |
| MRP Capital Investments, LLC | 0.85% | Reduce -34.1% | 21,455 | $844K |
| Virtu Financial LLC | 0.06% | Reduce -33.7% | 20,927 | $824K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.5% | 20,399 | $803K |
| Caprock Group, LLC | 0.05% | Add +74.9% | 19,289 | $789K |
| RBF Capital, LLC | 0.04% | No change | 20,000 | $787K |
| D.A. Davidson & Co. | 0.01% | No change | 19,627 | $773K |
| McDonald Partners LLC | 0.21% | No change | 19,515 | $768K |
| Syon Capital LLC | 0.07% | Add +28.9% | 18,872 | $743K |
| Profund Advisors LLC | 0.03% | Reduce -12.3% | 18,701 | $736K |
| Connectus Wealth, LLC | 0.02% | Reduce -2.7% | 18,636 | $734K |
| Glenmede Trust Co. NA | 0.00% | Reduce -30.2% | 18,430 | $725K |
| Seven Eight Capital, LP | 0.07% | Add +243.2% | 18,239 | $718K |
| Caas Capital Management LP | 0.31% | Add +81.9% | 18,193 | $716K |
| Ignite Planners, LLC | 0.20% | New | 18,159 | $714K |
| Louisbourg Investments Inc. | 0.19% | No change | 17,430 | $686K |
| Founders Financial Securities LLC | 0.07% | New | 17,367 | $684K |
| SeaBridge Investment Advisors LLC | 0.18% | Reduce -11.0% | 17,325 | $682K |
| Clarius Group, LLC | 0.05% | Reduce -6.3% | 17,214 | $678K |
| Level Four Advisory Services, LLC | 0.04% | Add +3.4% | 16,600 | $673K |
| Pzena Investment Management LLC | 0.00% | Reduce -0.5% | 17,045 | $671K |
| Horizon Investments, LLC | 0.02% | Add +56196.8% | 17,452 | $664K |
| Leo Wealth, LLC | 0.07% | Add +9.9% | 16,816 | $662K |
| Compound Planning, Inc. | 0.06% | Add +9.5% | 16,421 | $646K |
| Evergreen Capital Management LLC | 0.02% | Add +20.9% | 15,283 | $624K |
| Crumly & Associates Inc. | 0.16% | Reduce -1.7% | 15,683 | $617K |
| Legacy Financial Advisors, Inc. | 0.11% | Add +2.3% | 15,570 | $613K |
| Acadian Asset Management LLC | 0.00% | New | 15,450 | $608K |
| State Street Corp. | 0.00% | Reduce -1.1% | 14,767 | $604K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.7% | 15,209 | $601K |
| Ellevest, Inc. | 0.04% | New | 15,254 | $600K |
| Grey Street Capital, LLC | 0.08% | New | 14,663 | $600K |
| JPMorgan Chase & Co. | 0.00% | Add +20.4% | 15,080 | $594K |
| PEAK6 Investments LLC | 0.03% | New | 15,012 | $591K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -19.3% | 14,742 | $580K |
| Strategic Global Advisors, LLC | 0.12% | Add +20.5% | 14,533 | $572K |
| Pitcairn Co. | 0.04% | Reduce -0.2% | 14,415 | $567K |
| Aaron Wealth Advisors LLC | 0.08% | Add +179.8% | 14,398 | $567K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -78.1% | 14,235 | $560K |
| Americana Partners, LLC | 0.05% | Add +17.0% | 14,213 | $559K |
| Henry James International Management Inc. | 0.17% | Add +0.1% | 14,091 | $555K |
| Prospera Financial Services Inc | 0.02% | Add +0.1% | 13,935 | $548K |
| Ballentine Partners, LLC | 0.01% | Add +43.2% | 13,609 | $536K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -50.9% | 13,377 | $527K |
| PDS Planning, Inc | 0.06% | Add +2.4% | 13,335 | $525K |
| Bridgefront Capital, LLC | 0.39% | New | 13,103 | $516K |
| BKM Wealth Management, LLC | 0.22% | Add +43.8% | 12,936 | $509K |
| Legacy Wealth Asset Management, LLC | 0.14% | Add +1.5% | 12,821 | $505K |
| Sage Rhino Capital LLC | 0.12% | Add +1.4% | 12,679 | $499K |
| Blair William & Co. | 0.00% | Add +1.7% | 12,424 | $489K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.0% | 12,057 | $475K |
| SVB Wealth LLC | 0.01% | Reduce -5.5% | 11,867 | $467K |
| BSW Wealth Partners | 0.08% | Add +75.5% | 11,838 | $466K |
| Cozad Asset Management Inc. | 0.05% | Add +58.9% | 11,600 | $457K |
| Pekin Hardy Strauss, Inc. | 0.06% | Add +9.5% | 11,500 | $453K |
| Cooper Financial Group | 0.07% | Add +1.0% | 11,455 | $451K |
| Prudential Financial Inc. | 0.00% | Reduce -60.8% | 11,390 | $448K |
| Gradient Investments LLC | 0.01% | Reduce -4.6% | 11,004 | $433K |
| Global Retirement Partners, LLC | 0.02% | Reduce -7.3% | 10,807 | $425K |
| HighPoint Advisor Group LLC | 0.03% | Add +3.1% | 9,376 | $412K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +317.6% | 10,343 | $407K |
| Investors Research Corp | 0.09% | No change | 10,266 | $404K |
| Legacy Capital Group California, Inc. | 0.15% | Add +0.4% | 10,248 | $403K |
| First Manhattan Co. Llc. | 0.00% | Reduce -21.9% | 10,129 | $399K |
| Ieq Capital, LLC | 0.01% | Reduce -7.5% | 10,022 | $394K |
| Vontobel Holding Ltd. | 0.00% | No change | 10,000 | $394K |
| Greenleaf Trust | 0.00% | Reduce -7.0% | 9,916 | $390K |
| SageView Advisory Group, LLC | 0.02% | New | 12,592 | $381K |
| CSS LLC | 0.09% | Reduce -17.2% | 9,600 | $378K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +25.6% | 9,562 | $376K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.8% | 8,713 | $363K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.2% | 9,110 | $359K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 9,101 | $358K |
| HighMark Wealth Management LLC | 0.22% | No change | 9,075 | $357K |
| Guggenheim Capital LLC | 0.00% | New | 9,038 | $356K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +1.4% | 9,024 | $355K |
| Courier Capital LLC | 0.03% | No change | 8,904 | $350K |
| Parallel Advisors, LLC | 0.01% | Add +23.7% | 8,899 | $350K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -54.3% | 8,869 | $349K |
| Lindbrook Capital, LLC | 0.03% | Add +5.3% | 8,817 | $347K |
| Allie Family Office LLC | 0.20% | No change | 8,504 | $347K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.5% | 8,736 | $344K |
| JT Stratford LLC | 0.07% | Reduce -86.2% | 8,665 | $341K |
| Barometer Capital Management Inc. | 0.09% | Add +156.0% | 7,680 | $335K |
| Gallacher Capital Management LLC | 0.17% | Add +8.1% | 8,501 | $335K |
| Coldstream Capital Management Inc. | 0.01% | Add +14.9% | 8,358 | $329K |
| Henshaw Capital LLC | 0.02% | Add +4.3% | 8,194 | $323K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.2% | 7,980 | $314K |
| Deutsche Bank AG | 0.00% | No change | 7,971 | $314K |
| Five Oceans Advisors | 0.16% | No change | 7,959 | $313K |
| American Trust Investment Advisors, LLC | 0.15% | No change | 7,890 | $311K |
| AE Wealth Management LLC | 0.00% | Reduce -72.3% | 7,667 | $302K |
| Optas, LLC | 0.08% | Add +10.3% | 7,519 | $296K |
| Sivia Capital Partners, LLC | 0.19% | Reduce -10.3% | 7,250 | $285K |
| Keel Point, LLC | 0.03% | Add +24.5% | 7,018 | $276K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,960 | $275K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.2% | 6,964 | $274K |
| Traveka Wealth, LLC | 0.12% | Add +5.0% | 6,813 | $268K |
| Measured Wealth Private Client Group, LLC | 0.09% | Add +6.8% | 6,724 | $265K |
| Savant Capital, LLC | 0.00% | Add +17.7% | 6,561 | $258K |
| Lester Murray Antman dba SimplyRich | 0.08% | Add +5.7% | 6,507 | $257K |
| Wolverine Trading, LLC | 0.00% | Reduce -69.2% | 6,513 | $256K |
| Centerstone Investors, LLC | 0.19% | New | 6,375 | $251K |
| Avior Wealth Management, LLC | 0.01% | Add +6394.9% | 6,365 | $251K |
| Drive Wealth Management, LLC | 0.07% | Add +2.3% | 6,091 | $249K |
| Mission Wealth Management, LP | 0.01% | Add +21.5% | 6,311 | $248K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -0.2% | 6,305 | $248K |
| Sonoma Private Wealth LLC | 0.40% | New | 6,296 | $248K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -90.5% | 6,206 | $244K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.6% | 6,167 | $243K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -5.5% | 6,069 | $239K |
| Simplicity Wealth,LLC | 0.01% | New | 6,069 | $239K |
| Baldwin Investment Management, LLC | 0.03% | No change | 6,014 | $237K |
| Smartleaf Asset Management LLC | 0.05% | Add +7.3% | 5,974 | $233K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -5.1% | 5,772 | $227K |
| Linden Thomas Advisory Services, LLC | 0.04% | New | 5,734 | $226K |
| 180 Wealth Advisors, LLC | 0.04% | New | 5,698 | $224K |
| Townsquare Capital LLC | 0.00% | New | 5,685 | $224K |
| Rathbones Group PLC | 0.00% | No change | 5,600 | $220K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,579 | $220K |
| Acorn Creek Capital LLC | 0.14% | Reduce -3.9% | 5,565 | $219K |
| Old Mission Capital LLC | 0.01% | New | 5,553 | $219K |
| WNY Asset Management, LLC | 0.03% | No change | 5,540 | $218K |
| Waldron Private Wealth LLC | 0.01% | Add +2.4% | 5,302 | $217K |
| Waters Parkerson & Co., LLC | 0.01% | Reduce -4.0% | 5,500 | $216K |
| Trust Point Inc. | 0.02% | New | 5,429 | $214K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -2.9% | 5,417 | $213K |
| Abel Hall, LLC | 0.16% | Add +2.8% | 5,397 | $212K |
| IFP Advisors, Inc | 0.01% | Add +191.8% | 5,395 | $212K |
| Fortitude Family Office, LLC | 0.14% | No change | 5,336 | $210K |
| Keybank National Association | 0.00% | Reduce -35.9% | 5,330 | $210K |
| Calydon Capital | 0.04% | New | 4,786 | $209K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -88.4% | 5,184 | $204K |
| Wedmont Private Capital | 0.01% | New | 4,942 | $203K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -78.3% | 5,135 | $202K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.4% | 5,099 | $201K |
| Aveo Capital Partners, LLC | 0.02% | New | 4,513 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.5% | 5,070 | $200K |
| Summit Securities Group LLC | 0.09% | New | 5,046 | $199K |
| New York State Common Retirement Fund | 0.00% | Reduce -55.3% | 4,679 | $184K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -0.6% | 4,340 | $171K |
| Optiver Holding B.V. | 0.01% | New | 3,969 | $156K |
| NewEdge Advisors, LLC | 0.00% | Reduce -75.8% | 3,497 | $138K |
| GAMMA Investing LLC | 0.03% | Add +15.0% | 3,468 | $137K |
| National Bank of Canada | 0.00% | Reduce -10.9% | 2,856 | $125K |
| Principal Securities, Inc. | 0.00% | Reduce -75.5% | 3,109 | $122K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 3,025 | $119K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.6% | 2,845 | $112K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -77.8% | 2,681 | $110K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,642 | $104K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -7.4% | 2,257 | $89K |
| Headlands Technologies LLC | 0.02% | New | 2,199 | $87K |
| Grove Bank & Trust | 0.01% | Add +1.7% | 2,148 | $85K |
| Huntington National Bank | 0.00% | Reduce -69.6% | 2,063 | $81K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +108.0% | 1,712 | $75K |
| UMB Bank, n.a. | 0.00% | No change | 1,878 | $74K |
| Lanark Financial, Inc. | 0.01% | Reduce -17.8% | 1,804 | $71K |
| FNY Investment Advisers, LLC | 0.04% | Reduce -67.2% | 1,800 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -92.4% | 1,642 | $65K |
| JCIC Asset Management Inc. | 0.03% | No change | 1,615 | $64K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -35.0% | 1,563 | $62K |
| Spire Wealth Management | 0.00% | Add +40.6% | 1,270 | $50K |
| Cutler Group LLC / CA | 0.02% | Reduce -23.9% | 1,181 | $46K |
| Bogart Wealth, LLC | 0.00% | No change | 1,129 | $44K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -94.5% | 1,123 | $44K |
| Jones Financial Companies LLLP | 0.00% | Add +357.8% | 1,053 | $41K |
| Addison Advisors LLC | 0.01% | Add +17.2% | 1,049 | $41K |
| RFP Financial Group LLC | 0.02% | Add +126.1% | 1,031 | $41K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 1,000 | $39K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,000 | $39K |
| Allworth Financial LP | 0.00% | Add +11.2% | 916 | $36K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 907 | $36K |
| Rise Advisors, LLC | 0.02% | New | 855 | $34K |
| Hanson & Doremus Investment Management | 0.01% | No change | 809 | $32K |
| Assetmark, Inc. | 0.00% | Reduce -65.2% | 798 | $31K |
| Financial Management Professionals, Inc. | 0.00% | Add +13.0% | 800 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 751 | $30K |
| MCF Advisors LLC | 0.00% | Add +0.1% | 689 | $27K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -28.0% | 677 | $27K |
| BNP Paribas Financial Markets | 0.00% | Reduce -64.3% | 682 | $27K |
| AdvisorNet Financial, Inc | 0.00% | Add +18.2% | 650 | $26K |
| Whittier Trust Co. | 0.00% | Reduce -54.6% | 641 | $25K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 613 | $24K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +175.8% | 604 | $24K |
| Fifth Third Bancorp | 0.00% | Reduce -57.3% | 596 | $23K |
| Blue Trust, Inc. | 0.00% | Reduce -85.8% | 583 | $23K |
| Walleye Capital LLC | 0.00% | New | 573 | $23K |
| HM Payson & Co. | 0.00% | No change | 556 | $22K |
| Smithfield Trust Co | 0.00% | Add +12.0% | 560 | $21K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 523 | $21K |
| GW&K Investment Management, LLC | 0.00% | Add +27.6% | 499 | $20K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -2.9% | 499 | $20K |
| Manchester Capital Management LLC | 0.00% | Reduce -6.7% | 459 | $18K |
| Tortoise Investment Management, LLC | 0.00% | No change | 433 | $17K |
| Raffa Wealth Management, LLC | 0.01% | No change | 427 | $17K |
| Leonteq Securities AG | 0.00% | New | 421 | $17K |
| Bessemer Group Inc. | 0.00% | Add +22.4% | 404 | $16K |
| Silicon Valley Capital Partners | 0.00% | No change | 404 | $16K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 358 | $15K |
| Arlington Trust Co LLC | 0.00% | Reduce -11.6% | 335 | $13K |
| Park Place Capital Corp | 0.00% | No change | 329 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Add +60.2% | 306 | $12K |
| Cape Investment Advisory, Inc. | 0.01% | Add +43.6% | 303 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 254 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -22.9% | 253 | $10K |
| Albion Financial Group | 0.00% | Add +26.8% | 251 | $10K |
| Towne Trust Company, N.A | 0.00% | New | 250 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.9% | 245 | $10K |
| Federated Hermes, Inc. | 0.00% | Add +6.9% | 232 | $9K |
| Valued Wealth Advisors LLC | 0.01% | No change | 189 | $8K |
| Webster Bank, N. A. | 0.00% | New | 193 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | — | 193 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -55.0% | 183 | $7K |
| Macquarie Group Ltd. | 0.00% | Add +1.7% | 182 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 175 | $7K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 159 | $6K |
| PrairieView Partners, LLC | 0.00% | No change | 146 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 139 | $6K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 150 | $6K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 148 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +342.4% | 146 | $6K |
| Eukles Asset Management | 0.00% | New | 133 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 124 | $5K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 112 | $4K |
| TD Private Client Wealth LLC | 0.00% | Reduce -91.3% | 111 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 110 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -43.5% | 108 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +48.6% | 107 | $4K |
| M&R Capital Management Inc. | 0.00% | No change | 105 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 95 | $4K |
| CVA Family Office, LLC | 0.00% | Add +100.0% | 104 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $4K |
| Chesapeake Asset Management LLC | 0.00% | No change | 100 | $4K |
| CoreFirst Bank & Trust | 0.00% | No change | 100 | $4K |
| NFSG Corp | 0.00% | Reduce -60.0% | 100 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 100 | $4K |
| Hoey Investments, Inc. | 0.00% | No change | 100 | $4K |
| Main Street Group, LTD | 0.00% | New | 100 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 96 | $4K |
| Amundi | 0.00% | New | 99 | $4K |
| Private Ocean, LLC | 0.00% | No change | 95 | $4K |
| North Star Investment Management Corp. | 0.00% | New | 90 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 87 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +1183.3% | 77 | $3K |
| Mather Group, Llc. | 0.00% | New | 79 | $3K |
| FSC Wealth Advisors, LLC | 0.00% | New | 79 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 77 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 100 | $3K |
| Nemes Rush Group LLC | 0.00% | New | 76 | $3K |
| Wiser Advisor Group LLC | 0.00% | Reduce -10.0% | 72 | $3K |
| Archer Investment Corp | 0.00% | No change | 69 | $3K |
| Abound Wealth Management | 0.00% | No change | 62 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -1.7% | 57 | $2K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Reduce -5.1% | 56 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 55 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 54 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 46 | $2K |
| LRI Investments, LLC | 0.00% | — | 51 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $2K |
| ClariVest Asset Management LLC | 0.00% | No change | 49 | $2K |
| Key Financial Inc | 0.00% | No change | 39 | $2K |
| AXA S.A. | 0.00% | Reduce -48.4% | 33 | $1K |
| Tyler-Stone Wealth Management | 0.00% | No change | 31 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 28 | $1K |
| Pineridge Advisors LLC | 0.00% | No change | 25 | $984 |
| Harbor Investment Advisory, LLC | 0.00% | New | 25 | $984 |
| Larson Financial Group LLC | 0.00% | Reduce -84.1% | 25 | $984 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 16 | $617 |
| Front Row Advisors LLC | 0.00% | New | 13 | $532 |
| Toronto Dominion Bank | 0.00% | No change | 12 | $472 |
| Macroview Investment Management LLC | 0.00% | No change | 2 | $79 |
"% of holder's portfolio" is HSBC's weight in each manager's 13F, not the share of HSBC Holdings PLC-Spons ADR the manager owns.