HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q3 2024 (September 30)425holders +6
43new positions
37sold out
5famous investors
$43.19avg. 13F price*
At the end of Q3 2024, 425 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 6 from Q2 2024. 43 opened new positions and 37 sold out. The largest holders were Dimensional Fund Advisors LP ($481.6M), Morgan Stanley ($288.1M) and Goldman Sachs Group Inc. ($216.4M). 5 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- HSBC Holdings PLC-Spons ADR
- Filed as
- HSBC HLDGS PLC (Q3 2024)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $54.8M |
| Exits | 37 | $76.5M |
All 13F filers, Q2 2024 → Q3 2024: 6,849,764 shares bought and 8,333,669 shares sold, net −1,483,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 425 holders
| Dimensional Fund Advisors LP | 0.12% | Reduce -4.5% | 10,657,632 | $481.6M |
| Morgan Stanley | 0.02% | Reduce -1.2% | 6,374,459 | $288.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -16.8% | 4,788,342 | $216.4M |
| Bank of America Corp. | 0.01% | Add +19.0% | 3,355,213 | $151.6M |
| Sanders Capital, LLC | 0.20% | Reduce -0.1% | 2,982,050 | $134.8M |
| BlackRock, Inc. | 0.00% | — | 2,494,507 | $112.7M |
| FMR LLC | 0.01% | Add +44.3% | 2,442,205 | $110.4M |
| Northern Trust Corp. | 0.01% | Reduce -3.9% | 1,830,257 | $82.7M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 916,109 | $41.4M |
| American Century Companies Inc. | 0.02% | Add +5.4% | 896,677 | $40.5M |
| Cookson Peirce & Co. Inc. | 1.47% | Reduce -0.7% | 692,377 | $31.3M |
| Citadel Advisors | 0.03% | Add +228.1% | 687,682 | $31.1M |
| Mediolanum International Funds Ltd | 0.39% | New | 3,095,699 | $28.2M |
| Crossmark Global Holdings, Inc. | 0.41% | Add +15.7% | 500,547 | $22.6M |
| Natixis Advisors, LLC | 0.03% | Reduce -5.7% | 390,337 | $17.6M |
| Franklin Resources Inc. | 0.00% | Reduce -17.3% | 385,544 | $17.1M |
| GMO | 0.05% | Reduce -32.0% | 335,893 | $15.2M |
| Millennium Management | 0.01% | Add +73.2% | 324,057 | $14.6M |
| Qube Research & Technologies Ltd | 0.03% | Add +143.5% | 320,681 | $14.5M |
| Raymond James & Associates | 0.01% | Reduce -11.5% | 319,985 | $14.5M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +30.8% | 316,856 | $14.1M |
| QRG Capital Management, Inc. | 0.15% | Add +2.5% | 310,442 | $14.0M |
| Meritage Portfolio Management | 0.84% | Add +28.9% | 301,813 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.8% | 298,584 | $13.5M |
| Wells Fargo & Company | 0.00% | Reduce -8.9% | 275,247 | $12.4M |
| Renaissance Technologies | 0.02% | Reduce -39.3% | 272,665 | $12.3M |
| Creative Planning | 0.01% | Add +9.4% | 222,092 | $10.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.6% | 215,748 | $9.7M |
| Quantinno Capital Management LP | 0.11% | Reduce -6.2% | 179,908 | $8.1M |
| Bank of Montreal | 0.00% | Add +124.3% | 171,416 | $7.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +6.7% | 174,883 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.2% | 170,880 | $7.7M |
| American Assets Investment Management, LLC | 0.66% | No change | 166,918 | $7.5M |
| Mariner, LLC | 0.01% | Add +3.5% | 166,659 | $7.5M |
| Promethos Capital, LLC | 2.62% | Reduce -0.5% | 162,754 | $7.4M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.0% | 158,174 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Add +18.0% | 157,846 | $7.1M |
| Cwm, LLC | 0.03% | Reduce -4.2% | 152,288 | $6.9M |
| Renaissance Group LLC | 0.28% | Reduce -2.1% | 151,637 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Add +9.6% | 147,511 | $6.7M |
| Schonfeld Strategic Advisors LLC | 0.05% | New | 140,454 | $6.3M |
| Ethic Inc. | 0.16% | Reduce -12.4% | 160,897 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +40.0% | 138,127 | $6.2M |
| Insight Folios Inc | 2.11% | Add +7.7% | 130,832 | $5.9M |
| Hennessy Advisors Inc. | 0.19% | No change | 129,800 | $5.9M |
| Ritholtz Wealth Management | 0.17% | Add +23.8% | 125,598 | $5.7M |
| LPL Financial LLC | 0.00% | Add +1.2% | 124,643 | $5.6M |
| Ramirez Asset Management, Inc. | 1.01% | Add +1.7% | 116,931 | $5.3M |
| M&T Bank Corp | 0.02% | Reduce -1.7% | 114,776 | $5.2M |
| Parallax Volatility Advisers, L.P. | 0.15% | Reduce -29.8% | 112,470 | $5.1M |
| Stamos Capital Partners, L.P. | 1.16% | Reduce -5.4% | 108,980 | $4.9M |
| Manatuck Hill Partners, LLC | 1.84% | No change | 107,448 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +24.9% | 30,417 | $4.8M |
| Sei Investments Co. | 0.01% | Reduce -14.5% | 101,868 | $4.6M |
| US Bancorp \de | 0.01% | Reduce -27.8% | 95,063 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +383.4% | 93,675 | $4.2M |
| Naviter Wealth, LLC | 0.59% | Add +2.8% | 93,333 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +65.7% | 92,136 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +17.8% | 90,053 | $4.1M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +5.0% | 85,296 | $3.9M |
| UBS Group AG | 0.00% | Reduce -9.8% | 81,490 | $3.7M |
| GQG Partners LLC | 0.01% | Reduce -4.2% | 75,339 | $3.4M |
| Engineers Gate Manager LP | 0.06% | New | 70,117 | $3.2M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -2.8% | 66,930 | $3.0M |
| Old Port Advisors | 0.81% | Reduce -1.4% | 64,535 | $2.9M |
| Vident Advisory, LLC | 0.07% | Add +21.4% | 63,308 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Reduce -0.6% | 61,085 | $2.8M |
| Frank, Rimerman Advisors LLC | 0.19% | Add +1.7% | 60,554 | $2.7M |
| AQR Capital Management | 0.00% | Add +6.6% | 57,667 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +103.7% | 56,860 | $2.6M |
| Capital Fund Management S.A. | 0.03% | New | 56,791 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 56,638 | $2.6M |
| HRT Financial LP | 0.01% | New | 56,247 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +102.9% | 53,240 | $2.4M |
| Quantbot Technologies LP | 0.09% | New | 53,227 | $2.4M |
| Signaturefd, LLC | 0.04% | Reduce -2.1% | 51,360 | $2.3M |
| First Trust Direct Indexing L.P. | 0.12% | Add +1.3% | 50,238 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 49,917 | $2.3M |
| Two Sigma Advisers, LP | 0.01% | Add +164.0% | 49,900 | $2.3M |
| Caas Capital Management LP | 1.53% | Add +172.6% | 49,596 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +2.7% | 48,848 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.3% | 48,668 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -26.3% | 47,677 | $2.2M |
| Brandes Investment Partners, LP | 0.02% | Reduce -10.1% | 47,093 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.1% | 46,323 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Reduce -30.0% | 45,491 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -26.1% | 44,891 | $2.0M |
| XTX Topco Ltd | 0.14% | New | 43,286 | $2.0M |
| Seven Eight Capital, LP | 0.17% | New | 42,510 | $1.9M |
| Earnest Partners LLC | 0.01% | Add +0.5% | 41,488 | $1.9M |
| Acadian Asset Management LLC | 0.01% | Reduce -32.3% | 41,297 | $1.9M |
| Barclays PLC | 0.00% | Reduce -2.1% | 40,867 | $1.8M |
| Richard P Slaughter Associates Inc | 0.42% | Add +5.9% | 40,494 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +2.5% | 39,812 | $1.8M |
| Caprock Group, LLC | 0.07% | Add +12.8% | 39,566 | $1.8M |
| Raelipskie Partnership | 0.87% | Add +26.6% | 39,343 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -71.0% | 37,971 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -45.4% | 37,452 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Add +19.5% | 37,094 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +1.7% | 37,087 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +0.2% | 35,796 | $1.6M |
| Rhumbline Advisers | 0.00% | Add +15.5% | 35,417 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -2.3% | 34,398 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.5% | 34,025 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -8.5% | 34,025 | $1.5M |
| Susquehanna International Securities, Ltd. | 0.50% | Add +143.7% | 33,271 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.7% | 33,176 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -5.8% | 33,170 | $1.5M |
| Compound Planning, Inc. | 0.09% | Add +21.5% | 33,102 | $1.5M |
| Quadrant Capital Group LLC | 0.10% | Add +3.0% | 32,815 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Reduce -4.0% | 31,366 | $1.4M |
| Qtron Investments LLC | 0.19% | Reduce -7.5% | 30,586 | $1.4M |
| Orleans Capital Management Corp. | 0.77% | Reduce -1.8% | 30,015 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -7.5% | 29,536 | $1.3M |
| Ativo Capital Management LLC | 1.13% | Reduce -0.6% | 28,673 | $1.3M |
| Foresight Capital Management Advisors, Inc. | 0.76% | Add +4.2% | 28,316 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -16.2% | 27,507 | $1.2M |
| Lake Street Advisors Group, LLC | 0.06% | Add +0.5% | 27,190 | $1.2M |
| Forum Financial Management, LP | 0.02% | No change | 26,801 | $1.2M |
| LGT Group Foundation | 0.02% | Reduce -9.3% | 26,815 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Add +11.6% | 26,725 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +1.2% | 26,715 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.0% | 25,996 | $1.2M |
| Morningstar Investment Services LLC | 0.01% | Add +2.9% | 25,533 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -98.3% | 25,500 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.5% | 24,609 | $1.1M |
| Choreo, LLC | 0.02% | Add +26.6% | 24,925 | $1.1M |
| Checchi Capital Advisers, LLC | 0.08% | Add +3.7% | 24,355 | $1.1M |
| Syon Capital LLC | 0.10% | Add +21.4% | 24,163 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -3.9% | 23,805 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -42.9% | 23,458 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -0.8% | 23,048 | $1.0M |
| Systematic Alpha Investments, LLC | 0.04% | No change | 23,000 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.7% | 22,987 | $1.0M |
| IFP Advisors, Inc | 0.04% | Add +5.8% | 22,822 | $1.0M |
| Gabelli Funds LLC | 0.01% | Reduce -1.3% | 22,700 | $1.0M |
| Mitchell & Pahl Private Wealth, LLC | 0.48% | Add +3.1% | 22,618 | $1.0M |
| Henshaw Capital LLC | 0.04% | Add +165.9% | 22,593 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.6% | 21,674 | $979K |
| MAI Capital Management | 0.01% | Reduce -30.7% | 21,565 | $975K |
| &partners | 0.02% | Add +63.0% | 21,463 | $970K |
| Aaron Wealth Advisors LLC | 0.11% | Add +20.8% | 20,869 | $943K |
| Twin Tree Management, LP | 0.02% | New | 20,823 | $941K |
| Simplex Trading, LLC | 0.03% | Add +92.3% | 20,693 | $935K |
| Ballentine Partners, LLC | 0.02% | Reduce -9.4% | 20,627 | $932K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.1% | 20,577 | $927K |
| RBF Capital, LLC | 0.05% | No change | 20,000 | $904K |
| Vise Technologies, Inc. | 0.11% | Reduce -24.2% | 19,933 | $901K |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 19,635 | $887K |
| Walleye Capital LLC | 0.01% | Add +256.8% | 19,599 | $886K |
| Americana Partners, LLC | 0.06% | Add +0.8% | 19,396 | $877K |
| Eagle Asset Management Inc. | 0.00% | Reduce -26.8% | 19,494 | $876K |
| McDonald Partners LLC | 0.21% | Reduce -8.7% | 18,928 | $855K |
| Greenleaf Trust | 0.01% | Reduce -2.3% | 18,732 | $846K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +23.2% | 18,341 | $829K |
| Townsquare Capital LLC | 0.01% | Add +103.9% | 17,820 | $805K |
| Blue Trust, Inc. | 0.01% | Add +120.7% | 18,418 | $801K |
| Evergreen Capital Management LLC | 0.03% | Add +19.5% | 17,667 | $798K |
| Ignite Planners, LLC | 0.18% | Add +1.3% | 17,427 | $788K |
| CSS LLC | 0.14% | No change | 17,100 | $773K |
| Founders Financial Securities LLC | 0.07% | Reduce -1.0% | 17,067 | $771K |
| Horizon Investments, LLC | 0.02% | Reduce -1.1% | 17,057 | $763K |
| Brown Advisory Inc. | 0.00% | Add +221.8% | 16,809 | $760K |
| Legacy Financial Advisors, Inc. | 0.13% | Add +2.1% | 16,737 | $756K |
| Pzena Investment Management LLC | 0.00% | Reduce -2.9% | 16,448 | $743K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.8% | 16,036 | $737K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -15.6% | 16,107 | $728K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +110.3% | 15,901 | $719K |
| Invesco Ltd. | 0.00% | Reduce -20.1% | 15,898 | $718K |
| Schechter Investment Advisors, LLC | 0.05% | Add +6.9% | 15,079 | $681K |
| Ellevest, Inc. | 0.04% | Reduce -15.6% | 15,054 | $680K |
| Ieq Capital, LLC | 0.01% | Add +9.7% | 14,848 | $671K |
| State Street Corp. | 0.00% | No change | 14,767 | $667K |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.0% | 14,949 | $667K |
| PDS Planning, Inc | 0.06% | Add +0.5% | 14,483 | $654K |
| Pitcairn Co. | 0.04% | Reduce -13.3% | 14,343 | $648K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.9% | 14,185 | $641K |
| Soltis Investment Advisors LLC | 0.06% | New | 14,182 | $641K |
| Henry James International Management Inc. | 0.22% | Add +0.0% | 14,173 | $640K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +438.5% | 13,979 | $632K |
| BKM Wealth Management, LLC | 0.25% | Add +106.6% | 13,873 | $627K |
| Prospera Financial Services Inc | 0.02% | Reduce -0.6% | 13,782 | $623K |
| Profund Advisors LLC | 0.02% | Reduce -13.1% | 13,524 | $611K |
| Wedbush Securities Inc. | 0.02% | Reduce -41.1% | 13,340 | $603K |
| SG Americas Securities, LLC | 0.00% | New | 13,154 | $594K |
| Legacy Wealth Asset Management, LLC | 0.16% | Add +0.5% | 13,115 | $593K |
| BSW Wealth Partners | 0.09% | Add +4.4% | 12,928 | $584K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.7% | 12,838 | $580K |
| Sage Rhino Capital LLC | 0.13% | Add +0.5% | 12,775 | $577K |
| Aprio Wealth Management, LLC | 0.09% | Add +47.6% | 12,517 | $566K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 12,462 | $563K |
| West Family Investments, Inc. | 0.19% | Reduce -78.6% | 12,444 | $562K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 12,352 | $558K |
| Blair William & Co. | 0.00% | No change | 12,056 | $545K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.3% | 11,990 | $542K |
| Virtu Financial LLC | 0.03% | Reduce -17.9% | 11,982 | $541K |
| Cooper Financial Group | 0.07% | Add +4.3% | 11,887 | $537K |
| Parallel Advisors, LLC | 0.01% | Add +15.8% | 11,668 | $527K |
| SeaBridge Investment Advisors LLC | 0.13% | Reduce -7.8% | 11,663 | $527K |
| Cordatus Wealth Management LLC | 0.19% | No change | 11,603 | $524K |
| Savant Capital, LLC | 0.00% | Add +12.0% | 11,571 | $523K |
| Lester Murray Antman dba SimplyRich | 0.14% | Add +71.3% | 11,520 | $520K |
| HighPoint Advisor Group LLC | 0.03% | Add +9.4% | 11,227 | $518K |
| Cable Hill Partners, LLC | 0.05% | Reduce -10.8% | 11,294 | $510K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.2% | 11,246 | $508K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +12.0% | 11,086 | $501K |
| Gradient Investments LLC | 0.01% | Reduce -0.9% | 10,921 | $494K |
| Everstar Asset Management, LLC | 0.33% | — | 10,626 | $480K |
| Two Sigma Investments, LP | 0.00% | Add +3.5% | 10,458 | $473K |
| Clarius Group, LLC | 0.03% | Reduce -28.7% | 10,386 | $469K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +5.5% | 10,217 | $462K |
| Investors Research Corp | 0.10% | No change | 9,966 | $450K |
| MQS Management LLC | 0.25% | New | 9,716 | $439K |
| FORA Capital, LLC | 0.05% | Reduce -35.0% | 9,599 | $434K |
| Five Oceans Advisors | 0.21% | No change | 9,572 | $433K |
| Smartleaf Asset Management LLC | 0.05% | Add +45.0% | 9,376 | $428K |
| Optas, LLC | 0.10% | Add +18.1% | 9,317 | $421K |
| Crumly & Associates Inc. | 0.12% | Reduce -41.9% | 9,286 | $420K |
| Kathmere Capital Management, LLC | 0.04% | Add +53.7% | 9,188 | $415K |
| Traveka Wealth, LLC | 0.21% | Add +11.0% | 9,155 | $414K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.3% | 9,141 | $413K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +0.0% | 9,029 | $408K |
| HighMark Wealth Management LLC | 0.22% | Reduce -0.8% | 9,008 | $407K |
| Global Retirement Partners, LLC | 0.01% | Reduce -28.6% | 8,987 | $406K |
| Courier Capital LLC | 0.03% | No change | 8,904 | $402K |
| Gallacher Capital Management LLC | 0.18% | Reduce -0.7% | 8,793 | $397K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 8,713 | $394K |
| Linden Thomas Advisory Services, LLC | 0.05% | Add +25.3% | 8,565 | $387K |
| ICONIQ Capital, LLC | 0.01% | New | 8,562 | $387K |
| Allie Family Office LLC | 0.21% | No change | 8,504 | $384K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.3% | 8,268 | $374K |
| American Trust Investment Advisors, LLC | 0.15% | Add +3.3% | 8,150 | $368K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 8,123 | $367K |
| Mission Wealth Management, LP | 0.01% | Add +1.9% | 8,095 | $366K |
| Deutsche Bank AG | 0.00% | No change | 7,971 | $360K |
| Westover Capital Advisors, LLC | 0.07% | Add +28.2% | 7,950 | $359K |
| Sivia Capital Partners, LLC | 0.21% | Reduce -10.8% | 7,899 | $357K |
| Wedmont Private Capital | 0.02% | Add +10.4% | 7,669 | $350K |
| Lindbrook Capital, LLC | 0.03% | Reduce -16.4% | 7,671 | $347K |
| Callan Capital, LLC | 0.02% | Add +36.0% | 7,658 | $346K |
| Keel Point, LLC | 0.03% | Reduce -1.1% | 7,578 | $342K |
| Lido Advisors, LLC | 0.00% | Add +1.9% | 7,282 | $329K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 7,220 | $328K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 7,201 | $325K |
| Net Worth Advisory Group | 0.10% | — | 7,148 | $323K |
| Cromwell Holdings LLC | 0.20% | No change | 6,967 | $315K |
| AE Wealth Management LLC | 0.00% | Reduce -8.3% | 6,924 | $313K |
| Moors & Cabot, Inc. | 0.02% | Add +5.1% | 6,828 | $309K |
| Drive Wealth Management, LLC | 0.08% | Add +6.4% | 6,771 | $306K |
| Bleakley Financial Group, LLC | 0.01% | Add +10.2% | 6,740 | $305K |
| Keybank National Association | 0.00% | Add +18.0% | 6,662 | $301K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.6% | 6,660 | $301K |
| Prudential Financial Inc. | 0.00% | Reduce -54.3% | 6,637 | $300K |
| Hexagon Capital Partners LLC | 0.06% | Add +2.4% | 6,592 | $298K |
| Sonoma Private Wealth LLC | 0.45% | Reduce -0.7% | 6,385 | $289K |
| Catalina Capital Group, LLC | 0.10% | Add +16.1% | 6,309 | $285K |
| Squarepoint Ops LLC | 0.00% | New | 6,272 | $283K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -7.8% | 6,266 | $283K |
| Abel Hall, LLC | 0.18% | Add +4.3% | 6,221 | $281K |
| Alera Investment Advisors, LLC | 0.03% | Reduce -23.0% | 6,194 | $280K |
| GAMMA Investing LLC | 0.03% | Add +28.8% | 6,075 | $275K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 6,015 | $272K |
| Baldwin Investment Management, LLC | 0.03% | No change | 6,006 | $271K |
| Rathbones Group PLC | 0.00% | Add +5.4% | 5,900 | $267K |
| Avior Wealth Management, LLC | 0.01% | Reduce -4.8% | 5,895 | $266K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,826 | $263K |
| Security National Bank of Sioux City Iowa | 0.16% | New | 5,681 | $257K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -0.7% | 5,640 | $255K |
| Guggenheim Capital LLC | 0.00% | Reduce -65.2% | 5,600 | $253K |
| Geneos Wealth Management Inc. | 0.01% | Add +10.2% | 5,566 | $252K |
| Acorn Creek Capital LLC | 0.13% | Add +0.5% | 5,522 | $250K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 5,500 | $249K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.7% | 5,216 | $236K |
| Seven Mile Advisory | 0.16% | Add +10.0% | 5,215 | $236K |
| New York State Common Retirement Fund | 0.00% | Reduce -32.5% | 5,188 | $234K |
| Angeles Investment Advisors, LLC | 0.01% | No change | 4,950 | $224K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.3% | 4,891 | $221K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -0.0% | 4,876 | $220K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,812 | $217K |
| Gitterman Wealth Management, LLC | 0.09% | Add +1.3% | 4,760 | $215K |
| Canopy Partners, LLC | 0.09% | Add +2.0% | 4,718 | $213K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 4,710 | $213K |
| Contravisory Investment Management, Inc. | 0.04% | Add +2.2% | 4,648 | $210K |
| Calydon Capital | 0.03% | No change | 4,786 | $208K |
| Legacy Capital Group California, Inc. | 0.07% | New | 4,602 | $208K |
| Trust Point Inc. | 0.02% | Reduce -9.5% | 4,538 | $205K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.6% | 3,782 | $171K |
| Wintrust Investments LLC | 0.12% | Reduce -90.0% | 3,509 | $158K |
| Advisors Preferred, LLC | 0.02% | New | 3,393 | $151K |
| Belvedere Trading LLC | 0.01% | New | 3,187 | $144K |
| GeoWealth Management, LLC | 0.00% | New | 3,074 | $139K |
| Principal Securities, Inc. | 0.00% | Reduce -10.1% | 3,053 | $138K |
| Barometer Capital Management Inc. | 0.04% | No change | 3,080 | $138K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,692 | $122K |
| International Assets Investment Management, LLC | 0.01% | New | 2,682 | $121K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.9% | 2,675 | $121K |
| Grove Bank & Trust | 0.02% | Add +24.3% | 2,593 | $117K |
| Jones Financial Companies LLLP | 0.00% | Add +40.2% | 2,464 | $112K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,345 | $106K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.4% | 2,270 | $103K |
| Huntington National Bank | 0.00% | Add +11.9% | 2,122 | $96K |
| Addison Advisors LLC | 0.02% | Add +33.1% | 1,940 | $88K |
| Planned Solutions, Inc. | 0.04% | New | 1,925 | $87K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +6.6% | 1,914 | $86K |
| Lanark Financial, Inc. | 0.01% | Add +1.7% | 1,908 | $86K |
| National Bank of Canada | 0.00% | Reduce -21.3% | 1,855 | $84K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,826 | $83K |
| Summit Securities Group LLC | 0.05% | Reduce -66.0% | 1,700 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.3% | 1,642 | $74K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -1.6% | 1,627 | $74K |
| UMB Bank, n.a. | 0.00% | Reduce -20.7% | 1,488 | $67K |
| JCIC Asset Management Inc. | 0.03% | No change | 1,480 | $67K |
| Fifth Third Bancorp | 0.00% | Add +1.0% | 1,374 | $62K |
| Allworth Financial LP | 0.00% | Add +40.9% | 1,367 | $62K |
| Spire Wealth Management | 0.00% | Add +61.0% | 1,320 | $60K |
| Manchester Capital Management LLC | 0.01% | Reduce -8.2% | 1,158 | $52K |
| Bogart Wealth, LLC | 0.00% | No change | 1,129 | $51K |
| Ridgewood Investments LLC | 0.02% | Reduce -0.1% | 1,073 | $48K |
| Rise Advisors, LLC | 0.02% | No change | 918 | $41K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 907 | $41K |
| AdvisorNet Financial, Inc | 0.00% | Add +25.1% | 831 | $38K |
| Hanson & Doremus Investment Management | 0.01% | No change | 809 | $37K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -4.7% | 817 | $37K |
| Paradigm Asset Management Co. LLC | 0.01% | Reduce -20.0% | 800 | $36K |
| Larson Financial Group LLC | 0.00% | Add +138.5% | 775 | $35K |
| Versant Capital Management, Inc | 0.01% | New | 693 | $31K |
| MCF Advisors LLC | 0.00% | No change | 689 | $31K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 643 | $29K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 613 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 604 | $27K |
| Assetmark, Inc. | 0.00% | Reduce -90.7% | 595 | $27K |
| Rothschild Investment LLC | 0.00% | Add +24.7% | 591 | $27K |
| Capital Analysts, LLC | 0.00% | New | 586 | $26K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -39.7% | 558 | $25K |
| HM Payson & Co. | 0.00% | No change | 556 | $25K |
| Whittier Trust Co. | 0.00% | Reduce -23.2% | 535 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | New | 511 | $23K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -2.1% | 512 | $23K |
| GW&K Investment Management, LLC | 0.00% | No change | 499 | $23K |
| Accent Capital Management, LLC | 0.01% | No change | 500 | $23K |
| Smithfield Trust Co | 0.00% | No change | 500 | $22K |
| MRP Capital Investments, LLC | 0.02% | Reduce -92.3% | 475 | $21K |
| Silicon Valley Capital Partners | 0.00% | Add +1.1% | 438 | $20K |
| Raffa Wealth Management, LLC | 0.00% | No change | 427 | $19K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -3.5% | 418 | $19K |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 406 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +19.6% | 366 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | New | 364 | $16K |
| Venturi Wealth Management, LLC | 0.00% | Add +216.7% | 361 | $16K |
| Global Financial Private Client, LLC | 0.01% | New | 336 | $15K |
| Arlington Trust Co LLC | 0.00% | No change | 335 | $15K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -58.6% | 318 | $14K |
| Reston Wealth Management LLC | 0.01% | New | 310 | $14K |
| Park Place Capital Corp | 0.00% | Reduce -6.1% | 309 | $14K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 303 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +12.7% | 276 | $12K |
| Baldwin Wealth Partners LLC | 0.00% | Add +72.7% | 259 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 254 | $11K |
| Albion Financial Group | 0.00% | No change | 251 | $11K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -19.0% | 247 | $11K |
| Federated Hermes, Inc. | 0.00% | No change | 246 | $11K |
| Paladin Wealth, LLC | 0.01% | — | 228 | $10K |
| Macquarie Group Ltd. | 0.00% | Add +25.4% | 232 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +70.0% | 204 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 193 | $9K |
| Valued Wealth Advisors LLC | 0.01% | No change | 189 | $9K |
| TD Private Client Wealth LLC | 0.00% | Reduce -92.6% | 186 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +100.0% | 180 | $8K |
| Sandy Spring Bank | 0.00% | No change | 180 | $8K |
| Fortitude Family Office, LLC | 0.00% | Reduce -96.7% | 179 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 158 | $7K |
| Logan Capital Management Inc. | 0.00% | New | 155 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 154 | $7K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 148 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 145 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 133 | $6K |
| Financial Connections Group, Inc. | 0.00% | No change | 143 | $6K |
| PrairieView Partners, LLC | 0.00% | No change | 146 | $6K |
| Flputnam Investment Management Co. | 0.00% | New | 400 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 108 | $5K |
| M&R Capital Management Inc. | 0.00% | No change | 105 | $5K |
| Continuum Advisory, LLC | 0.00% | Add +18.0% | 105 | $5K |
| Chesapeake Asset Management LLC | 0.00% | No change | 100 | $5K |
| CoreFirst Bank & Trust | 0.00% | New | 100 | $5K |
| Main Street Group, LTD | 0.00% | No change | 100 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 100 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $5K |
| Hoey Investments, Inc. | 0.00% | No change | 100 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 95 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -62.6% | 93 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 100 | $4K |
| Highline Wealth Partners LLC | 0.00% | Reduce -32.8% | 88 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 87 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 84 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 83 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.3% | 81 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 81 | $4K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 79 | $4K |
| Mather Group, Llc. | 0.00% | No change | 79 | $4K |
| Wiser Advisor Group LLC | 0.01% | No change | 76 | $3K |
| Archer Investment Corp | 0.00% | Add +1.4% | 75 | $3K |
| Mendota Financial Group, LLC | 0.00% | Add +44.9% | 71 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 54 | $2K |
| WealthCollab, LLC | 0.00% | New | 52 | $2K |
| LRI Investments, LLC | 0.00% | No change | 51 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 50 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $2K |
| Clean Yield Group | 0.00% | New | 48 | $2K |
| ClariVest Asset Management LLC | 0.00% | No change | 49 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 49 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 44 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | — | 44 | $2K |
| Abound Wealth Management | 0.00% | Add +73.9% | 40 | $2K |
| Key Financial Inc | 0.00% | No change | 39 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 33 | $1K |
| AXA S.A. | 0.00% | No change | 33 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -7.1% | 26 | $1K |
| Pineridge Advisors LLC | 0.00% | No change | 25 | $1K |
| Arax Advisory Partners | 0.00% | Add +4.8% | 22 | $995 |
| CENTRAL TRUST Co | 0.00% | New | 20 | $906 |
| Rakuten Securities, Inc. | 0.00% | Add +57.1% | 11 | $497 |
| Leonteq Securities AG | 0.00% | No change | 7 | $316 |
| West Branch Capital LLC | 0.00% | New | 3 | $147 |
| Macroview Investment Management LLC | 0.00% | No change | 2 | $91 |
| Northwest Financial Advisors | 0.00% | New | 1 | $46 |
"% 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.