HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q4 2024 (December 31)466holders +41
52new positions
29sold out
6famous investors
$49.46avg. 13F price*
At the end of Q4 2024, 466 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 41 from Q3 2024. 52 opened new positions and 29 sold out. The largest holders were Dimensional Fund Advisors LP ($525.9M), Morgan Stanley ($322.0M) and Goldman Sachs Group Inc. ($231.1M). 6 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 (Q4 2024)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $50.1M |
| Exits | 29 | $48.0M |
All 13F filers, Q3 2024 → Q4 2024: 4,629,724 shares bought and 5,614,715 shares sold, net −984,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 466 holders
| Dimensional Fund Advisors LP | 0.13% | Reduce -0.2% | 10,632,332 | $525.9M |
| Morgan Stanley | 0.02% | Add +2.1% | 6,511,107 | $322.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.4% | 4,673,348 | $231.1M |
| Bank of America Corp. | 0.01% | Reduce -9.5% | 3,037,847 | $150.3M |
| Sanders Capital, LLC | 0.22% | Reduce -0.0% | 2,981,120 | $147.4M |
| FMR LLC | 0.01% | Add +18.1% | 2,883,238 | $142.6M |
| Northern Trust Corp. | 0.02% | Add +52.0% | 2,781,307 | $137.6M |
| BlackRock, Inc. | 0.00% | Add +5.1% | 2,621,448 | $129.7M |
| American Century Companies Inc. | 0.03% | Add +4.5% | 937,065 | $46.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.6% | 910,732 | $45.0M |
| UBS Group AG | 0.01% | Add +864.9% | 786,330 | $38.9M |
| Cookson Peirce & Co. Inc. | 1.52% | Reduce -2.0% | 678,426 | $33.6M |
| Crossmark Global Holdings, Inc. | 0.47% | Add +2.8% | 514,642 | $25.5M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +26.9% | 401,960 | $19.9M |
| Franklin Resources Inc. | 0.01% | Add +3.1% | 397,408 | $19.7M |
| Natixis Advisors, LLC | 0.04% | Add +1.3% | 395,350 | $19.6M |
| Raymond James Financial Inc. | 0.01% | — | 360,192 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Add +135.6% | 347,565 | $17.2M |
| QRG Capital Management, Inc. | 0.18% | Add +11.7% | 346,661 | $17.1M |
| Meritage Portfolio Management | 0.98% | Add +5.6% | 318,825 | $15.8M |
| Citadel Advisors | 0.01% | Reduce -54.6% | 312,459 | $15.5M |
| GMO | 0.05% | Reduce -11.5% | 297,408 | $14.7M |
| Wells Fargo & Company | 0.00% | Add +5.3% | 289,887 | $14.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -13.9% | 276,036 | $13.7M |
| Creative Planning | 0.01% | Add +20.8% | 268,197 | $13.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +21.0% | 261,135 | $12.9M |
| Contrarian Capital Management, L.L.C. | 4.03% | New | 240,876 | $11.9M |
| Quantinno Capital Management LP | 0.11% | Add +24.4% | 223,886 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.3% | 193,118 | $9.6M |
| Janney Capital Management LLC | 0.62% | New | 188,151 | $9.3M |
| Mariner, LLC | 0.02% | Add +12.2% | 186,985 | $9.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +5.1% | 183,743 | $9.1M |
| Ethic Inc. | 0.17% | Add +8.5% | 174,539 | $8.6M |
| GQG Partners LLC | 0.01% | Add +129.5% | 172,913 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 169,710 | $8.4M |
| American Assets Investment Management, LLC | 0.67% | No change | 166,918 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Add +3.9% | 163,979 | $8.1M |
| Pathstone Holdings, LLC | 0.04% | Add +3.6% | 163,810 | $8.1M |
| Promethos Capital, LLC | 2.80% | Reduce -1.5% | 160,253 | $7.9M |
| LPL Financial LLC | 0.00% | Add +23.2% | 153,518 | $7.6M |
| Parallax Volatility Advisers, L.P. | 0.19% | Add +30.9% | 147,232 | $7.3M |
| Ritholtz Wealth Management | 0.20% | Add +12.3% | 141,108 | $7.0M |
| Cwm, LLC | 0.03% | Reduce -7.8% | 140,380 | $6.9M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 136,363 | $6.7M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.66% | — | 129,493 | $6.4M |
| Hennessy Advisors Inc. | 0.18% | Reduce -3.5% | 125,200 | $6.2M |
| Ramirez Asset Management, Inc. | 1.21% | Add +3.4% | 120,898 | $6.0M |
| Aquatic Capital Management LLC | 0.16% | New | 120,387 | $6.0M |
| Renaissance Technologies | 0.01% | Reduce -57.5% | 116,015 | $5.7M |
| M&T Bank Corp | 0.02% | Add +0.6% | 115,454 | $5.7M |
| US Bancorp \de | 0.01% | Add +15.0% | 109,349 | $5.4M |
| Manatuck Hill Partners, LLC | 2.18% | No change | 107,448 | $5.3M |
| Sei Investments Co. | 0.01% | Add +4.6% | 106,538 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +79.8% | 102,207 | $5.1M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +13.3% | 96,679 | $4.8M |
| Stamos Capital Partners, L.P. | 1.12% | Reduce -11.5% | 96,480 | $4.8M |
| BNP Paribas Financial Markets | 0.00% | Add +0.3% | 93,929 | $4.6M |
| Naviter Wealth, LLC | 0.48% | Reduce -13.1% | 81,078 | $4.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 80,832 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -14.9% | 78,447 | $3.7M |
| Bank of Montreal | 0.00% | Reduce -58.0% | 72,040 | $3.6M |
| AQR Capital Management | 0.00% | Add +20.6% | 69,572 | $3.4M |
| Caas Capital Management LP | 2.83% | Add +39.2% | 69,037 | $3.4M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -3.2% | 64,805 | $3.2M |
| Old Port Advisors | 0.91% | Reduce -0.8% | 64,049 | $3.2M |
| Vident Advisory, LLC | 0.05% | Reduce -0.3% | 63,087 | $3.1M |
| Capital Fund Management S.A. | 0.03% | Add +8.9% | 61,858 | $3.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -56.1% | 61,623 | $3.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.15% | Add +0.1% | 61,172 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +22.9% | 58,586 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Add +16.4% | 58,100 | $2.9M |
| Signaturefd, LLC | 0.05% | Add +9.7% | 56,363 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 56,326 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +3.0% | 54,815 | $2.7M |
| First Trust Advisors LP | 0.00% | New | 52,280 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 50,780 | $2.5M |
| Caprock Group, LLC | 0.08% | Add +24.0% | 49,065 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.7% | 48,938 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -1.3% | 48,200 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 47,983 | $2.4M |
| Brandes Investment Partners, LP | 0.03% | Add +0.3% | 47,217 | $2.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +194.1% | 46,766 | $2.3M |
| Americana Partners, LLC | 0.09% | Add +140.4% | 46,623 | $2.3M |
| Forum Financial Management, LP | 0.04% | Add +61.6% | 43,317 | $2.1M |
| Barclays PLC | 0.00% | Add +5.7% | 43,210 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.5% | 42,891 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +23.2% | 41,933 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +23.2% | 41,933 | $2.1M |
| Earnest Partners LLC | 0.01% | Reduce -1.1% | 41,015 | $2.0M |
| Compound Planning, Inc. | 0.10% | Add +22.6% | 40,592 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Add +6.7% | 40,495 | $2.0M |
| Cibc World Market Inc. | 0.00% | Add +0.9% | 40,161 | $2.0M |
| Raelipskie Partnership | 0.97% | No change | 39,343 | $1.9M |
| Richard P Slaughter Associates Inc | 0.43% | Reduce -3.4% | 39,116 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +13.2% | 38,950 | $1.9M |
| XTX Topco Ltd | 0.15% | Reduce -15.0% | 36,796 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -2.3% | 36,242 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +0.8% | 35,689 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Reduce -0.4% | 35,641 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | Reduce -21.8% | 35,590 | $1.8M |
| Quadrant Capital Group LLC | 0.12% | Add +7.3% | 35,206 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.3% | 33,076 | $1.6M |
| Orleans Capital Management Corp. | 0.91% | Reduce -1.0% | 29,725 | $1.6M |
| SIH Partners, LLLP | 0.11% | New | 32,725 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +18.8% | 32,689 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -11.9% | 32,676 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +22.4% | 31,806 | $1.6M |
| Summit Global Investments | 0.10% | New | 31,540 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.4% | 30,628 | $1.5M |
| Qtron Investments LLC | 0.21% | No change | 30,586 | $1.5M |
| Regions Financial Corp. | 0.01% | Reduce -0.9% | 29,274 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.1% | 28,621 | $1.4M |
| Foresight Capital Management Advisors, Inc. | 0.83% | Add +0.6% | 28,496 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | Add +6.3% | 28,414 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +14.4% | 28,144 | $1.4M |
| Ativo Capital Management LLC | 1.38% | Reduce -2.1% | 28,070 | $1.4M |
| Lake Street Advisors Group, LLC | 0.06% | Add +2.7% | 27,929 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +4.5% | 27,920 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.9% | 27,494 | $1.4M |
| IFP Advisors, Inc | 0.04% | Add +17.2% | 26,739 | $1.3M |
| &partners | 0.02% | Add +23.6% | 26,539 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -22.2% | 25,819 | $1.3M |
| Walleye Capital LLC | 0.01% | Add +31.6% | 25,782 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -31.8% | 25,530 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.0% | 25,250 | $1.2M |
| Callan Family Office, LLC | 0.08% | New | 25,105 | $1.2M |
| Checchi Capital Advisers, LLC | 0.09% | Add +2.8% | 25,041 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -3.0% | 24,731 | $1.2M |
| Jain Global LLC | 0.04% | — | 24,714 | $1.2M |
| Quantbot Technologies LP | 0.04% | Reduce -54.9% | 23,995 | $1.2M |
| Mitchell & Pahl Private Wealth, LLC | 0.55% | Add +5.1% | 23,777 | $1.2M |
| Aaron Wealth Advisors LLC | 0.14% | Add +13.9% | 23,763 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +2.4% | 23,597 | $1.2M |
| Ballentine Partners, LLC | 0.02% | Add +14.2% | 23,557 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 23,424 | $1.2M |
| Mgo One Seven LLC | 0.04% | New | 23,207 | $1.1M |
| Systematic Alpha Investments, LLC | 0.04% | No change | 23,000 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.0% | 22,982 | $1.1M |
| Gabelli Funds LLC | 0.01% | No change | 22,700 | $1.1M |
| Henshaw Capital LLC | 0.05% | No change | 22,593 | $1.1M |
| Syon Capital LLC | 0.10% | Reduce -8.5% | 22,117 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -7.2% | 22,104 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | New | 22,101 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +93.3% | 21,743 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +20.6% | 21,489 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -14.1% | 21,414 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -0.9% | 21,368 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +14.8% | 21,055 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +66.8% | 20,601 | $1.0M |
| Mork Capital Management, LLC | 0.66% | New | 20,300 | $1.0M |
| Vise Technologies, Inc. | 0.08% | Add +1.4% | 20,203 | $999K |
| RBF Capital, LLC | 0.05% | No change | 20,000 | $989K |
| ICONIQ Capital, LLC | 0.02% | Add +131.6% | 19,828 | $981K |
| SBI Securities Co., Ltd. | 0.03% | — | 19,065 | $943K |
| Evergreen Capital Management LLC | 0.03% | Add +7.8% | 19,036 | $942K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.1% | 19,031 | $941K |
| McDonald Partners LLC | 0.24% | Reduce -1.1% | 18,719 | $926K |
| Cresset Asset Management, LLC | 0.00% | Reduce -79.3% | 18,596 | $920K |
| Sanctuary Advisors, LLC | 0.01% | Add +7.2% | 17,195 | $906K |
| Pzena Investment Management LLC | 0.00% | Add +11.0% | 18,250 | $903K |
| Greenleaf Trust | 0.01% | Reduce -4.1% | 17,967 | $889K |
| Brown Advisory Inc. | 0.00% | Add +6.3% | 17,861 | $883K |
| Ignite Planners, LLC | 0.19% | Add +2.6% | 17,889 | $878K |
| Ellevest, Inc. | 0.05% | Add +15.2% | 17,342 | $858K |
| Founders Financial Securities LLC | 0.08% | Add +1.4% | 17,312 | $856K |
| Horizon Investments, LLC | 0.02% | Add +1.4% | 17,302 | $856K |
| Legacy Financial Advisors, Inc. | 0.14% | Add +3.2% | 17,276 | $854K |
| Aprio Wealth Management, LLC | 0.12% | Add +37.9% | 17,260 | $854K |
| Smartleaf Asset Management LLC | 0.09% | Add +79.9% | 16,871 | $835K |
| Savant Capital, LLC | 0.01% | Add +44.4% | 16,708 | $826K |
| Ieq Capital, LLC | 0.01% | Add +8.6% | 16,126 | $798K |
| CSS LLC | 0.15% | Reduce -6.0% | 16,080 | $795K |
| Pitcairn Co. | 0.05% | Add +11.3% | 15,965 | $790K |
| National Bank of Canada | 0.00% | Add +739.7% | 15,577 | $770K |
| HighPoint Advisor Group LLC | 0.04% | Add +24.9% | 14,028 | $766K |
| Frank, Rimerman Advisors LLC | 0.06% | Reduce -74.7% | 15,334 | $758K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.0% | 14,948 | $739K |
| State Street Corp. | 0.00% | No change | 14,767 | $730K |
| Soltis Investment Advisors LLC | 0.07% | Add +3.6% | 14,700 | $727K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.7% | 14,573 | $721K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.6% | 14,241 | $704K |
| PDS Planning, Inc | 0.06% | Reduce -1.8% | 14,222 | $703K |
| Henry James International Management Inc. | 0.25% | Add +0.1% | 14,189 | $702K |
| Entropy Technologies, LP | 0.07% | New | 14,163 | $701K |
| Schechter Investment Advisors, LLC | 0.05% | Reduce -6.3% | 14,127 | $699K |
| Avantax Advisory Services, Inc. | 0.00% | Add +12.1% | 13,973 | $691K |
| BKM Wealth Management, LLC | 0.28% | Reduce -1.7% | 13,637 | $675K |
| FORA Capital, LLC | 0.08% | Add +41.4% | 13,575 | $671K |
| Cherokee Insurance Co | 0.30% | — | 13,545 | $670K |
| Prospera Financial Services Inc | 0.02% | Reduce -2.0% | 13,505 | $668K |
| Wealthstar Advisors, LLC | 0.29% | — | 13,430 | $664K |
| DRW Securities, LLC | 0.04% | New | 13,391 | $662K |
| Kathmere Capital Management, LLC | 0.06% | Add +45.6% | 13,378 | $662K |
| Parallel Advisors, LLC | 0.01% | Add +12.3% | 13,099 | $648K |
| Legacy Wealth Asset Management, LLC | 0.18% | Reduce -0.8% | 13,004 | $643K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 12,951 | $641K |
| Profund Advisors LLC | 0.02% | Reduce -5.4% | 12,791 | $633K |
| Cooper Financial Group | 0.08% | Add +6.4% | 12,646 | $625K |
| Virtu Financial LLC | 0.03% | Add +4.8% | 12,563 | $621K |
| Sage Rhino Capital LLC | 0.14% | Reduce -1.8% | 12,549 | $621K |
| Wedbush Securities Inc. | 0.02% | Reduce -6.5% | 12,472 | $617K |
| Lester Murray Antman dba SimplyRich | 0.17% | Add +7.0% | 12,332 | $609K |
| BSW Wealth Partners | 0.09% | Reduce -5.1% | 12,271 | $607K |
| West Family Investments, Inc. | 0.21% | Reduce -1.7% | 12,237 | $605K |
| Millennium Management | 0.00% | Reduce -96.3% | 11,881 | $588K |
| Cordatus Wealth Management LLC | 0.15% | Add +0.4% | 11,649 | $576K |
| Coldstream Capital Management Inc. | 0.01% | Add +25.9% | 11,504 | $569K |
| Cable Hill Partners, LLC | 0.06% | Add +1.3% | 11,442 | $566K |
| Blair William & Co. | 0.00% | Reduce -6.5% | 11,268 | $557K |
| May Hill Capital, LLC | 0.21% | — | 11,146 | $551K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +26.0% | 10,790 | $534K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.1% | 10,776 | $533K |
| SeaBridge Investment Advisors LLC | 0.11% | Reduce -8.5% | 10,673 | $528K |
| Clarius Group, LLC | 0.04% | Add +2.6% | 10,661 | $527K |
| AssuredPartners Investment Advisors, LLC | 0.10% | — | 10,545 | $522K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +1.5% | 10,372 | $513K |
| Five Oceans Advisors | 0.23% | Add +8.2% | 10,361 | $512K |
| Gradient Investments LLC | 0.01% | Reduce -6.7% | 10,189 | $504K |
| Two Sigma Investments, LP | 0.00% | Reduce -3.4% | 10,100 | $500K |
| Investors Research Corp | 0.11% | No change | 9,966 | $493K |
| Traveka Wealth, LLC | 0.27% | Add +7.4% | 9,833 | $486K |
| Optas, LLC | 0.10% | Add +3.2% | 9,614 | $476K |
| Abel Hall, LLC | 0.30% | Add +52.7% | 9,500 | $470K |
| Mission Wealth Management, LP | 0.01% | Add +13.2% | 9,162 | $453K |
| Callan Capital, LLC | 0.03% | Add +17.7% | 9,013 | $446K |
| HighMark Wealth Management LLC | 0.26% | No change | 9,008 | $446K |
| Gallacher Capital Management LLC | 0.22% | Add +1.9% | 8,960 | $443K |
| SVB Wealth LLC | 0.01% | New | 8,913 | $441K |
| Global Retirement Partners, LLC | 0.01% | Reduce -1.9% | 8,814 | $436K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 8,713 | $431K |
| Invesco Ltd. | 0.00% | Reduce -46.3% | 8,531 | $422K |
| Allie Family Office LLC | 0.23% | No change | 8,504 | $421K |
| Captrust Financial Advisors | 0.00% | Reduce -63.8% | 8,499 | $420K |
| Courier Capital LLC | 0.03% | Reduce -4.6% | 8,492 | $420K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 8,273 | $409K |
| Lindbrook Capital, LLC | 0.04% | Add +6.3% | 8,156 | $403K |
| American Trust Investment Advisors, LLC | 0.17% | No change | 8,150 | $403K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 8,123 | $402K |
| Crumly & Associates Inc. | 0.11% | Reduce -13.6% | 8,028 | $397K |
| Deutsche Bank AG | 0.00% | No change | 7,971 | $394K |
| Guggenheim Capital LLC | 0.00% | Add +42.0% | 7,951 | $393K |
| Westover Capital Advisors, LLC | 0.09% | No change | 7,950 | $393K |
| Tepp RIA, LLC | 0.58% | — | 7,918 | $392K |
| GAMMA Investing LLC | 0.03% | Add +28.6% | 7,810 | $386K |
| Wedmont Private Capital | 0.02% | Add +0.3% | 7,694 | $380K |
| Sivia Capital Partners, LLC | 0.19% | Reduce -3.2% | 7,648 | $378K |
| Thrivent Financial for Lutherans | 0.00% | Add +5.8% | 7,618 | $377K |
| Tudor Investment Corporation | 0.00% | New | 7,553 | $374K |
| Lido Advisors, LLC | 0.00% | Add +3.4% | 7,531 | $372K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +2.4% | 7,390 | $366K |
| Medallion Wealth Advisors, LLC | 0.18% | — | 6,487 | $357K |
| Bleakley Financial Group, LLC | 0.01% | Add +7.1% | 7,219 | $357K |
| Fox Run Management, L.L.C. | 0.06% | New | 7,204 | $356K |
| Drive Wealth Management, LLC | 0.09% | Add +3.9% | 7,036 | $348K |
| SG Americas Securities, LLC | 0.00% | Reduce -46.8% | 6,998 | $346K |
| Cromwell Holdings LLC | 0.20% | No change | 6,967 | $345K |
| Net Worth Advisory Group | 0.10% | Reduce -3.3% | 6,910 | $342K |
| Catalina Capital Group, LLC | 0.11% | Add +9.5% | 6,909 | $342K |
| Moors & Cabot, Inc. | 0.02% | Add +1.2% | 6,907 | $342K |
| AE Wealth Management LLC | 0.00% | Reduce -0.4% | 6,898 | $341K |
| Everstar Asset Management, LLC | 0.24% | Reduce -35.2% | 6,881 | $340K |
| Natural Investments, LLC | 0.09% | — | 6,760 | $334K |
| Keybank National Association | 0.00% | Add +1.2% | 6,740 | $333K |
| Acadian Asset Management LLC | 0.00% | Reduce -83.8% | 6,697 | $331K |
| Hexagon Capital Partners LLC | 0.06% | Add +1.1% | 6,663 | $330K |
| Sonoma Private Wealth LLC | 0.53% | Add +3.9% | 6,635 | $328K |
| Keel Point, LLC | 0.03% | Reduce -12.5% | 6,633 | $328K |
| Manske Wealth Management | 0.13% | — | 6,378 | $315K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +12.3% | 6,333 | $313K |
| 180 Wealth Advisors, LLC | 0.05% | Add +1.9% | 6,127 | $303K |
| Merit Financial Group, LLC | 0.01% | New | 5,932 | $293K |
| Choate Investment Advisors | 0.01% | New | 5,931 | $293K |
| Benjamin Edwards Inc. | 0.00% | New | 5,929 | $293K |
| Atria Investments, Inc | 0.00% | New | 5,889 | $291K |
| Baldwin Investment Management, LLC | 0.04% | Reduce -2.5% | 5,857 | $290K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.7% | 5,853 | $289K |
| Calydon Capital | 0.06% | Add +21.1% | 5,798 | $287K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -35.8% | 5,795 | $287K |
| Bridgefront Capital, LLC | 0.10% | New | 5,724 | $283K |
| Integrated Quantitative Investments LLC | 0.14% | — | 5,600 | $277K |
| Rathbones Group PLC | 0.00% | Reduce -5.1% | 5,600 | $277K |
| Acorn Creek Capital LLC | 0.14% | Add +0.3% | 5,540 | $274K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.2% | 5,537 | $274K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -17.0% | 5,530 | $274K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 5,500 | $272K |
| Focus Partners Wealth | 0.00% | New | 5,490 | $272K |
| Farther Finance Advisors, LLC | 0.01% | Add +43.3% | 5,420 | $268K |
| Seven Mile Advisory | 0.17% | Add +3.6% | 5,405 | $267K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +97.8% | 5,325 | $263K |
| Independent Advisor Alliance | 0.00% | New | 5,228 | $259K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.4% | 5,208 | $258K |
| New York State Common Retirement Fund | 0.00% | No change | 5,188 | $257K |
| Gitterman Wealth Management, LLC | 0.11% | Add +9.0% | 5,189 | $257K |
| Perigon Wealth Management, LLC | 0.01% | New | 4,794 | $244K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 4,906 | $243K |
| New Republic Capital, LLC | 0.16% | New | 4,864 | $241K |
| SYM FINANCIAL Corp | 0.03% | New | 4,851 | $240K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.6% | 4,782 | $237K |
| Certuity, LLC | 0.03% | New | 4,753 | $235K |
| Riversedge Advisors, LLC | 0.05% | New | 4,742 | $235K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -3.1% | 4,725 | $234K |
| Canopy Partners, LLC | 0.09% | Add +0.0% | 4,720 | $233K |
| Jones Financial Companies LLLP | 0.00% | Add +91.4% | 4,715 | $233K |
| Flputnam Investment Management Co. | 0.00% | Add +1065.0% | 4,660 | $230K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -1.6% | 4,637 | $229K |
| Portfolio Design Labs, LLC | 0.05% | New | 4,627 | $229K |
| Contravisory Investment Management, Inc. | 0.05% | Reduce -0.5% | 4,624 | $229K |
| Legacy Capital Group California, Inc. | 0.07% | Reduce -0.5% | 4,578 | $226K |
| Trust Point Inc. | 0.02% | Reduce -0.1% | 4,531 | $224K |
| Texas Yale Capital Corp. | 0.01% | New | 4,350 | $215K |
| Angeles Investment Advisors, LLC | 0.01% | Reduce -13.4% | 4,286 | $212K |
| Sunpointe, LLC | 0.11% | New | 4,261 | $211K |
| Tiaa Trust, National Association | 0.00% | New | 4,241 | $210K |
| Sage Mountain Advisors LLC | 0.01% | New | 4,118 | $204K |
| Abc Arbitrage SA | 0.03% | — | 4,110 | $203K |
| WealthTrust Axiom LLC | 0.06% | New | 4,075 | $202K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +506.7% | 3,901 | $199K |
| TruNorth Capital Management, LLC | 0.05% | New | 4,000 | $198K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 3,900 | $193K |
| Assetmark, Inc. | 0.00% | Add +543.2% | 3,827 | $189K |
| Principal Securities, Inc. | 0.00% | Add +15.8% | 3,536 | $175K |
| Wintrust Investments LLC | 0.15% | Reduce -1.3% | 3,465 | $171K |
| GeoWealth Management, LLC | 0.01% | Add +6.7% | 3,279 | $162K |
| Barometer Capital Management Inc. | 0.05% | No change | 3,080 | $134K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,675 | $132K |
| Blue Trust, Inc. | 0.00% | Reduce -86.3% | 2,514 | $124K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +29.2% | 2,473 | $122K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,345 | $116K |
| Addison Advisors LLC | 0.03% | Add +20.3% | 2,334 | $115K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.6% | 2,306 | $114K |
| JCIC Asset Management Inc. | 0.04% | Add +42.7% | 2,112 | $104K |
| Atlas Capital Advisors Inc. | 0.01% | Add +226.4% | 2,001 | $99K |
| Grove Bank & Trust | 0.01% | Reduce -24.5% | 1,958 | $97K |
| Huntington National Bank | 0.00% | Reduce -8.7% | 1,937 | $96K |
| Raiffeisen Bank International AG | 0.00% | — | 1,950 | $94K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,826 | $90K |
| Manchester Capital Management LLC | 0.01% | Add +56.9% | 1,817 | $90K |
| Ameriflex Group, Inc. | 0.04% | — | 1,641 | $86K |
| Summit Securities Group LLC | 0.03% | No change | 1,700 | $84K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,642 | $81K |
| Bruce G. Allen Investments, LLC | 0.07% | No change | 1,627 | $80K |
| UMB Bank, n.a. | 0.00% | Add +1.8% | 1,514 | $75K |
| Allworth Financial LP | 0.00% | Add +6.8% | 1,460 | $74K |
| Versant Capital Management, Inc | 0.02% | Add +116.2% | 1,498 | $74K |
| Sierra Ocean, LLC | 0.06% | — | 1,481 | $73K |
| Fifth Third Bancorp | 0.00% | Reduce -1.7% | 1,351 | $67K |
| Bogart Wealth, LLC | 0.00% | No change | 1,129 | $56K |
| Ridgewood Investments LLC | 0.03% | No change | 1,073 | $53K |
| Brooklyn Investment Group | 0.01% | New | 1,000 | $49K |
| Rise Advisors, LLC | 0.02% | Add +2.1% | 937 | $46K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 907 | $45K |
| Financial Management Professionals, Inc. | 0.01% | Add +4.5% | 854 | $42K |
| AdvisorNet Financial, Inc | 0.00% | No change | 831 | $41K |
| Spire Wealth Management | 0.00% | Reduce -37.3% | 828 | $41K |
| Hanson & Doremus Investment Management | 0.01% | No change | 809 | $40K |
| Larson Financial Group LLC | 0.00% | No change | 775 | $38K |
| Paradigm Asset Management Co. LLC | 0.01% | Reduce -12.5% | 700 | $35K |
| MCF Advisors LLC | 0.00% | No change | 689 | $34K |
| Rothschild Investment LLC | 0.00% | Add +15.7% | 684 | $34K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 485 | $32K |
| Whipplewood Advisors, LLC | 0.02% | — | 606 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 604 | $30K |
| CoreCap Advisors, LLC | 0.00% | Add +342.9% | 589 | $29K |
| Capital Analysts, LLC | 0.00% | No change | 586 | $29K |
| Bessemer Group Inc. | 0.00% | Add +40.9% | 572 | $29K |
| Venturi Wealth Management, LLC | 0.00% | Add +58.2% | 571 | $28K |
| Coppell Advisory Solutions LLC | 0.00% | Add +9.8% | 561 | $28K |
| HM Payson & Co. | 0.00% | No change | 556 | $28K |
| Whittier Trust Co. | 0.00% | No change | 535 | $26K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 512 | $25K |
| GW&K Investment Management, LLC | 0.00% | No change | 499 | $25K |
| Berbice Capital Management LLC | 0.02% | — | 500 | $25K |
| Accent Capital Management, LLC | 0.01% | No change | 500 | $25K |
| South Plains Financial, Inc. | 0.02% | — | 493 | $24K |
| Smithfield Trust Co | 0.00% | No change | 500 | $24K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -19.7% | 448 | $22K |
| Silicon Valley Capital Partners | 0.00% | Add +1.1% | 443 | $22K |
| Tortoise Investment Management, LLC | 0.00% | No change | 418 | $21K |
| MRP Capital Investments, LLC | 0.02% | Reduce -15.8% | 400 | $20K |
| Parkside Financial Bank & Trust | 0.00% | No change | 366 | $18K |
| Albion Financial Group | 0.00% | Add +45.4% | 365 | $18K |
| Global Financial Private Client, LLC | 0.01% | No change | 336 | $17K |
| Arlington Trust Co LLC | 0.00% | No change | 335 | $17K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 303 | $15K |
| Atlatl Advisers LLC | 0.01% | — | 284 | $14K |
| Valley National Advisers Inc. | 0.00% | Add +200.0% | 300 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 276 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +27.4% | 260 | $14K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -38.2% | 264 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 254 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 244 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +164.8% | 233 | $12K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.1% | 231 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.4% | 226 | $11K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -35.9% | 204 | $10K |
| Elequin Capital, LP | 0.00% | New | 202 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 193 | $10K |
| BankPlus Trust Department | 0.00% | — | 192 | $9K |
| Valued Wealth Advisors LLC | 0.01% | No change | 189 | $9K |
| TD Private Client Wealth LLC | 0.00% | No change | 186 | $9K |
| Sandy Spring Bank | 0.00% | No change | 180 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +17.2% | 170 | $8K |
| Fortitude Family Office, LLC | 0.00% | Reduce -5.6% | 169 | $8K |
| Center for Financial Planning, Inc. | 0.00% | New | 163 | $8K |
| Macquarie Group Ltd. | 0.00% | Reduce -29.7% | 163 | $8K |
| Roxbury Financial LLC | 0.01% | — | 168 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 158 | $8K |
| Kestra Investment Management, LLC | 0.00% | New | 157 | $8K |
| Logan Capital Management Inc. | 0.00% | No change | 155 | $8K |
| Legacy Investment Solutions, LLC | 0.01% | Add +227.3% | 144 | $8K |
| Legacy Wealth Managment, LLC | 0.01% | Add +227.3% | 144 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 154 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 148 | $7K |
| Financial Connections Group, Inc. | 0.00% | No change | 143 | $7K |
| PrairieView Partners, LLC | 0.00% | No change | 146 | $7K |
| Arax Advisory Partners | 0.00% | Add +486.4% | 129 | $6K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 128 | $6K |
| Dunhill Financial, LLC | 0.00% | New | 121 | $6K |
| Continuum Advisory, LLC | 0.00% | Add +10.5% | 116 | $6K |
| Golden State Wealth Management, LLC | 0.00% | — | 115 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 108 | $5K |
| Chesapeake Asset Management LLC | 0.00% | No change | 100 | $5K |
| CoreFirst Bank & Trust | 0.00% | No change | 100 | $5K |
| Main Street Group, LTD | 0.00% | No change | 100 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 100 | $5K |
| Hoey Investments, Inc. | 0.00% | No change | 100 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 98 | $5K |
| WPG Advisers, LLC | 0.00% | — | 93 | $5K |
| North Star Investment Management Corp. | 0.00% | Reduce -50.0% | 90 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 87 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 83 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 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 |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +192.3% | 76 | $4K |
| Archer Investment Corp | 0.00% | Add +1.3% | 76 | $4K |
| Wiser Advisor Group LLC | 0.01% | No change | 76 | $4K |
| NewSquare Capital LLC | 0.00% | New | 72 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -30.1% | 65 | $3K |
| Decker Retirement Planning Inc. | 0.00% | — | 64 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +4.1% | 51 | $3K |
| Park Place Capital Corp | 0.00% | Reduce -81.5% | 57 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 54 | $3K |
| WealthCollab, LLC | 0.00% | No change | 52 | $3K |
| LRI Investments, LLC | 0.00% | No change | 51 | $3K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $2K |
| Mendota Financial Group, LLC | 0.00% | Reduce -31.0% | 49 | $2K |
| Clean Yield Group | 0.00% | No change | 48 | $2K |
| Abound Wealth Management | 0.00% | No change | 40 | $2K |
| Key Financial Inc | 0.00% | No change | 39 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -59.5% | 34 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 33 | $2K |
| AXA S.A. | 0.00% | No change | 33 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 25 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | New | 25 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 18 | $897 |
| NFSG Corp | 0.00% | New | 17 | $841 |
| High Note Wealth, LLC | 0.00% | New | 15 | $742 |
| Leonteq Securities AG | 0.00% | No change | 7 | $346 |
| Sachetta, LLC | 0.00% | New | 5 | $237 |
| West Branch Capital LLC | 0.00% | No change | 3 | $161 |
| Rakuten Securities, Inc. | 0.00% | Reduce -81.8% | 2 | $99 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $95 |
| REAP Financial Group, LLC | 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.