HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q1 2025 (March 31)507holders +41
80new positions
37sold out
6famous investors
$57.44avg. 13F price*
At the end of Q1 2025, 507 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 41 from Q4 2024. 80 opened new positions and 37 sold out. The largest holders were Fisher Asset Management ($896.6M), Dimensional Fund Advisors LP ($596.5M) and Morgan Stanley ($372.8M). 6 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Jeremy Grantham (0.1% of GMO'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 (Q1 2025)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $963.5M |
| Exits | 37 | $8.9M |
All 13F filers, Q4 2024 → Q1 2025: 23,241,298 shares bought and 2,275,703 shares sold, net +20,965,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 507 holders
| Fisher Asset Management | 0.39% | New | 15,612,574 | $896.6M |
| Dimensional Fund Advisors LP | 0.15% | Reduce -2.3% | 10,386,228 | $596.5M |
| Morgan Stanley | 0.03% | Reduce -0.3% | 6,491,747 | $372.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +1.1% | 4,726,420 | $271.4M |
| FMR LLC | 0.01% | Add +7.2% | 3,089,722 | $177.4M |
| Sanders Capital, LLC | 0.25% | Reduce -0.4% | 2,968,720 | $170.5M |
| BlackRock, Inc. | 0.00% | Add +10.2% | 2,889,751 | $166.0M |
| Northern Trust Corp. | 0.02% | Add +3.3% | 2,873,096 | $165.0M |
| Bank of America Corp. | 0.01% | Reduce -18.1% | 2,486,439 | $142.8M |
| Contrarian Capital Management, L.L.C. | 18.67% | Add +425.4% | 1,265,656 | $72.7M |
| UBS Group AG | 0.01% | Add +48.9% | 1,170,701 | $67.2M |
| Royal Bank of Canada | 0.01% | Add +15.0% | 1,047,447 | $60.2M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +1184.6% | 1,038,403 | $59.6M |
| American Century Companies Inc. | 0.04% | Add +9.1% | 1,022,231 | $58.7M |
| First Trust Advisors LP | 0.04% | Add +1442.0% | 806,129 | $46.3M |
| Cookson Peirce & Co. Inc. | 1.92% | Reduce -2.2% | 663,755 | $38.1M |
| Crossmark Global Holdings, Inc. | 0.50% | Reduce -3.9% | 494,624 | $28.4M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +19.9% | 481,832 | $27.7M |
| Renaissance Technologies | 0.03% | Add +240.2% | 394,622 | $22.7M |
| Natixis Advisors, LLC | 0.04% | Reduce -0.7% | 392,559 | $22.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Add +729.6% | 387,953 | $22.3M |
| Millennium Management | 0.02% | Add +3160.7% | 387,408 | $22.2M |
| QRG Capital Management, Inc. | 0.22% | Add +5.7% | 366,245 | $21.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.3% | 333,978 | $19.2M |
| GMO | 0.06% | Add +9.6% | 326,076 | $18.7M |
| Meritage Portfolio Management | 1.18% | Reduce -2.7% | 310,347 | $17.8M |
| 1832 Asset Management L.P. | 0.03% | New | 303,500 | $17.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.7% | 299,463 | $17.2M |
| Creative Planning | 0.02% | Add +11.4% | 298,706 | $17.2M |
| Franklin Resources Inc. | 0.01% | Reduce -25.6% | 295,890 | $17.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.2% | 277,429 | $15.9M |
| Quantinno Capital Management LP | 0.10% | Add +22.6% | 274,374 | $15.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.6% | 273,750 | $15.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -3.1% | 267,522 | $15.4M |
| LPL Financial LLC | 0.01% | Add +52.2% | 233,650 | $13.4M |
| Janney Capital Management LLC | 0.92% | Add +23.6% | 232,499 | $13.4M |
| HighTower Advisors, LLC | 0.02% | Add +33.5% | 218,945 | $12.6M |
| Mercer Global Advisors Inc. | 0.03% | Add +13.6% | 208,724 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Add +18.8% | 201,536 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Add +88.3% | 192,462 | $11.1M |
| Mariner, LLC | 0.02% | Reduce -2.6% | 182,108 | $10.5M |
| GQG Partners LLC | 0.02% | Add +5.1% | 181,718 | $10.4M |
| Promethos Capital, LLC | 3.82% | Add +12.9% | 180,964 | $10.4M |
| Gunderson Capital Management LLC | 6.62% | New | 179,124 | $10.3M |
| Ethic Inc. | 0.20% | Reduce -2.2% | 170,752 | $9.8M |
| American Assets Investment Management, LLC | 0.84% | No change | 166,918 | $9.6M |
| Pathstone Holdings, LLC | 0.04% | Add +0.8% | 165,197 | $9.5M |
| Ritholtz Wealth Management | 0.24% | Reduce -2.4% | 137,797 | $7.9M |
| Stifel Financial Corp. | 0.01% | Reduce -2.5% | 132,906 | $7.6M |
| Cwm, LLC | 0.03% | Reduce -6.8% | 130,850 | $7.5M |
| Parallax Volatility Advisers, L.P. | 0.27% | Reduce -18.3% | 120,305 | $6.9M |
| Citadel Advisors | 0.01% | Reduce -62.4% | 117,616 | $6.8M |
| M&T Bank Corp | 0.02% | Add +1.3% | 117,004 | $6.7M |
| Quadrant Capital Group LLC | 0.25% | Add +229.6% | 116,034 | $6.7M |
| BNP Paribas Financial Markets | 0.01% | Add +23.2% | 115,735 | $6.6M |
| Sei Investments Co. | 0.01% | Add +8.1% | 115,202 | $6.6M |
| US Bancorp \de | 0.01% | Add +1.2% | 110,682 | $6.4M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Add +12.4% | 108,707 | $6.2M |
| Hennessy Advisors Inc. | 0.21% | Reduce -13.7% | 108,100 | $6.2M |
| Manatuck Hill Partners, LLC | 2.84% | No change | 107,448 | $6.2M |
| AQR Capital Management | 0.01% | Add +43.7% | 99,949 | $5.7M |
| Cerity Partners LLC | 0.01% | Add +22.1% | 95,768 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Add +329.9% | 93,481 | $5.4M |
| Two Sigma Advisers, LP | 0.01% | Add +59.2% | 92,500 | $5.3M |
| XTX Topco Ltd | 0.27% | Add +145.4% | 90,285 | $5.2M |
| Naviter Wealth, LLC | 0.59% | Add +0.5% | 81,514 | $4.9M |
| Castleark Management LLC | 0.17% | New | 84,200 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +156.8% | 83,927 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.6% | 83,815 | $4.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.43% | Reduce -38.5% | 79,616 | $4.6M |
| Bank of Montreal | 0.00% | Add +5.6% | 76,075 | $4.4M |
| Caas Capital Management LP | 2.01% | Add +6.5% | 73,529 | $4.2M |
| SIH Partners, LLLP | 0.35% | Add +111.2% | 69,098 | $4.0M |
| Vident Advisory, LLC | 0.06% | Add +8.7% | 68,559 | $3.9M |
| Jain Global LLC | 0.08% | Add +172.2% | 67,261 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.1% | 63,511 | $3.6M |
| Old Port Advisors | 1.08% | Reduce -1.5% | 63,098 | $3.6M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -6.7% | 60,480 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +23.4% | 60,401 | $3.5M |
| PEAK6 LLC | 0.13% | New | 59,778 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +2.0% | 59,734 | $3.4M |
| Signaturefd, LLC | 0.06% | Add +4.2% | 58,730 | $3.4M |
| Caprock Group, LLC | 0.10% | Add +14.0% | 55,939 | $3.3M |
| Americana Partners, LLC | 0.13% | Add +22.4% | 57,083 | $3.3M |
| Compound Planning, Inc. | 0.15% | Add +39.6% | 56,674 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 56,601 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.8% | 55,785 | $3.2M |
| Capital Fund Management S.A. | 0.04% | Reduce -10.8% | 55,145 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.3% | 53,414 | $3.1M |
| Stamos Capital Partners, L.P. | 0.77% | Reduce -46.8% | 51,311 | $2.9M |
| Abc Arbitrage SA | 0.54% | Add +1132.8% | 50,669 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +17.0% | 47,379 | $2.7M |
| TrueMark Investments, LLC | 0.69% | New | 45,544 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.8% | 45,194 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +7.8% | 45,194 | $2.6M |
| Arkadios Wealth Advisors | 0.10% | New | 44,903 | $2.6M |
| Forum Financial Management, LP | 0.04% | No change | 43,317 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +30.6% | 43,211 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | No change | 42,891 | $2.5M |
| Brandes Investment Partners, LP | 0.02% | Reduce -17.4% | 38,998 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +36.0% | 38,916 | $2.2M |
| FORA Capital, LLC | 0.23% | Add +185.7% | 38,783 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 38,677 | $2.2M |
| Cibc World Market Inc. | 0.01% | Reduce -5.1% | 38,110 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +6.4% | 37,916 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -22.2% | 37,494 | $2.2M |
| Simplex Trading, LLC | 0.08% | New | 37,320 | $2.1M |
| Raelipskie Partnership | 1.09% | Reduce -6.5% | 36,784 | $2.1M |
| Sowell Financial Services LLC | 0.10% | New | 36,449 | $2.1M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -0.6% | 36,039 | $2.1M |
| Earnest Partners LLC | 0.01% | Reduce -12.2% | 36,030 | $2.1M |
| Park Avenue Securities LLC | 0.03% | Add +9.4% | 35,749 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +40.3% | 35,425 | $2.0M |
| Rhumbline Advisers | 0.00% | Reduce -4.0% | 34,249 | $2.0M |
| Henshaw Capital LLC | 0.09% | Add +51.2% | 34,163 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +21.2% | 34,121 | $2.0M |
| Scotia Capital Inc. | 0.01% | New | 31,561 | $1.8M |
| Orleans Capital Management Corp. | 1.06% | Add +5.9% | 31,483 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +2.4% | 31,372 | $1.8M |
| Entropy Technologies, LP | 0.17% | Add +120.3% | 31,196 | $1.8M |
| Citigroup Inc. | 0.00% | Add +26.0% | 31,151 | $1.8M |
| Qtron Investments LLC | 0.26% | No change | 30,586 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.9% | 29,391 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -2.2% | 28,619 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -54.7% | 27,908 | $1.6M |
| Ativo Capital Management LLC | 1.37% | Reduce -0.7% | 27,865 | $1.6M |
| Foresight Capital Management Advisors, Inc. | 0.99% | Reduce -3.2% | 27,581 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -4.1% | 27,241 | $1.6M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 27,237 | $1.6M |
| Mgo One Seven LLC | 0.06% | Add +16.6% | 27,064 | $1.6M |
| Checchi Capital Advisers, LLC | 0.11% | Add +6.7% | 26,706 | $1.5M |
| Ballentine Partners, LLC | 0.03% | Add +12.1% | 26,408 | $1.5M |
| IFP Advisors, Inc | 0.05% | Reduce -3.5% | 25,804 | $1.5M |
| Price Capital Management, Inc. | 3.66% | New | 25,240 | $1.4M |
| Syon Capital LLC | 0.12% | Add +12.3% | 24,843 | $1.4M |
| Aaron Wealth Advisors LLC | 0.16% | Add +4.5% | 24,822 | $1.4M |
| &partners | 0.02% | Reduce -7.5% | 24,543 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +1.7% | 24,001 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.7% | 23,957 | $1.4M |
| Acadian Asset Management LLC | 0.00% | Add +254.2% | 23,718 | $1.4M |
| Evergreen Capital Management LLC | 0.05% | Add +20.0% | 22,842 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.0% | 23,432 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +174.5% | 23,327 | $1.3M |
| Choreo, LLC | 0.02% | Add +4.8% | 22,439 | $1.3M |
| Systematic Alpha Investments, LLC | 0.05% | No change | 23,000 | $1.3M |
| Mitchell & Pahl Private Wealth, LLC | 0.61% | Reduce -3.5% | 22,956 | $1.3M |
| Gabelli Funds LLC | 0.01% | No change | 22,700 | $1.3M |
| Townsquare Capital LLC | 0.01% | Add +4.6% | 22,477 | $1.3M |
| ICONIQ Capital, LLC | 0.02% | Add +12.9% | 22,396 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +37.7% | 22,211 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.6% | 22,018 | $1.3M |
| MAI Capital Management | 0.01% | Add +1.7% | 21,723 | $1.2M |
| Aprio Wealth Management, LLC | 0.15% | Add +24.3% | 21,454 | $1.2M |
| Mork Capital Management, LLC | 0.91% | No change | 20,300 | $1.2M |
| SBI Securities Co., Ltd. | 0.04% | Add +5.1% | 20,043 | $1.2M |
| RBF Capital, LLC | 0.07% | No change | 20,000 | $1.1M |
| Profund Advisors LLC | 0.05% | Add +53.6% | 19,646 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.0% | 19,563 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +1.7% | 19,354 | $1.1M |
| Callan Family Office, LLC | 0.08% | Reduce -24.8% | 18,877 | $1.1M |
| Two Sigma Securities, LLC | 0.16% | New | 18,613 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +3.9% | 18,548 | $1.1M |
| National Bank of Canada | 0.00% | Add +15.9% | 18,061 | $1.0M |
| Rational Advisors, Inc. | 0.11% | New | 18,037 | $1.0M |
| Greenleaf Trust | 0.01% | No change | 17,967 | $1.0M |
| Pzena Investment Management LLC | 0.00% | Reduce -2.6% | 17,777 | $1.0M |
| Composition Wealth, LLC | 0.02% | Reduce -19.8% | 17,736 | $1.0M |
| McDonald Partners LLC | 0.27% | Reduce -5.4% | 17,709 | $1.0M |
| Ellevest, Inc. | 0.07% | Add +0.9% | 17,492 | $1.0M |
| Smartleaf Asset Management LLC | 0.10% | Add +1.3% | 17,094 | $988K |
| Legacy Financial Advisors, Inc. | 0.16% | Reduce -1.1% | 17,084 | $981K |
| Pitcairn Co. | 0.06% | Add +4.7% | 16,717 | $960K |
| Exencial Wealth Advisors, LLC | 0.04% | New | 16,699 | $959K |
| Horizon Investments, LLC | 0.03% | Reduce -3.0% | 16,788 | $956K |
| Savant Capital, LLC | 0.01% | Reduce -0.6% | 16,606 | $954K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +27.3% | 16,482 | $947K |
| Kathmere Capital Management, LLC | 0.08% | Add +23.1% | 16,467 | $946K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -54.0% | 16,364 | $940K |
| Ignite Planners, LLC | 0.18% | Reduce -5.7% | 16,869 | $930K |
| Guggenheim Capital LLC | 0.01% | Add +102.8% | 16,129 | $926K |
| Virtu Financial LLC | 0.05% | Add +28.2% | 16,106 | $925K |
| Founders Financial Securities LLC | 0.08% | Reduce -5.8% | 16,317 | $919K |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.7% | 15,751 | $905K |
| Private Advisor Group, LLC | 0.01% | Reduce -43.8% | 15,693 | $901K |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 15,334 | $881K |
| PDS Planning, Inc | 0.07% | Add +7.6% | 15,301 | $879K |
| State Street Corp. | 0.00% | No change | 14,767 | $875K |
| Soltis Investment Advisors LLC | 0.08% | Add +3.0% | 15,142 | $870K |
| Jane Street Group, LLC | 0.00% | Reduce -40.8% | 15,118 | $868K |
| Lazard Asset Management LLC | 0.00% | Reduce -42.8% | 14,777 | $848K |
| Brooklyn Investment Group | 0.18% | Add +1360.7% | 14,607 | $839K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -15.5% | 14,536 | $835K |
| Versant Capital Management, Inc | 0.14% | Add +859.8% | 14,377 | $826K |
| Henry James International Management Inc. | 0.28% | No change | 14,189 | $815K |
| Clarius Group, LLC | 0.05% | Add +30.8% | 13,947 | $801K |
| HighPoint Advisor Group LLC | 0.05% | Reduce -1.5% | 13,822 | $794K |
| Parallel Advisors, LLC | 0.02% | Add +4.9% | 13,737 | $789K |
| Cherokee Insurance Co | 0.34% | No change | 13,545 | $778K |
| Cresset Asset Management, LLC | 0.00% | Reduce -29.5% | 13,112 | $777K |
| Ascent Group, LLC | 0.03% | New | 13,424 | $771K |
| Aquatic Capital Management LLC | 0.02% | Reduce -88.9% | 13,320 | $765K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.8% | 13,265 | $762K |
| Cooper Financial Group | 0.10% | Add +2.4% | 12,953 | $744K |
| Barclays PLC | 0.00% | Reduce -70.5% | 12,724 | $731K |
| AssuredPartners Investment Advisors, LLC | 0.14% | Add +20.2% | 12,671 | $728K |
| Sage Rhino Capital LLC | 0.17% | Add +0.8% | 12,650 | $726K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -3.1% | 12,594 | $723K |
| Squarepoint Ops LLC | 0.00% | New | 12,514 | $719K |
| Wedbush Securities Inc. | 0.03% | Add +0.2% | 12,492 | $717K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -16.7% | 12,456 | $713K |
| Lester Murray Antman dba SimplyRich | 0.20% | Add +0.0% | 12,336 | $708K |
| BSW Wealth Partners | 0.11% | Reduce -1.1% | 12,141 | $697K |
| Cordatus Wealth Management LLC | 0.19% | Add +4.2% | 12,135 | $697K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +11.6% | 12,046 | $692K |
| Atlas Capital Advisors Inc. | 0.09% | Add +501.3% | 12,032 | $691K |
| BKM Wealth Management, LLC | 0.28% | Reduce -11.8% | 12,022 | $690K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -18.1% | 11,931 | $685K |
| West Family Investments, Inc. | 0.25% | Reduce -4.1% | 11,740 | $674K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 11,735 | $674K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.6% | 11,694 | $672K |
| Abel Hall, LLC | 0.40% | Add +21.4% | 11,533 | $662K |
| Schechter Investment Advisors, LLC | 0.05% | Reduce -19.1% | 11,432 | $657K |
| Blair William & Co. | 0.00% | Add +0.4% | 11,311 | $650K |
| May Hill Capital, LLC | 0.24% | Add +1.1% | 11,270 | $647K |
| Callan Capital, LLC | 0.05% | Add +24.6% | 11,233 | $645K |
| HRT Financial LP | 0.00% | New | 11,126 | $638K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +6.4% | 11,035 | $634K |
| Advisors Preferred, LLC | 0.08% | New | 11,040 | $632K |
| Wealthstar Advisors, LLC | 0.29% | Reduce -18.9% | 10,897 | $626K |
| Traveka Wealth, LLC | 0.35% | Add +9.9% | 10,811 | $621K |
| Cornerstone Select Advisors, LLC | 0.58% | New | 10,725 | $616K |
| Cable Hill Partners, LLC | 0.06% | Reduce -4.2% | 10,964 | $615K |
| Chelsea Counsel Co. | 0.33% | New | 10,100 | $598K |
| Five Oceans Advisors | 0.28% | No change | 10,361 | $595K |
| Everstar Asset Management, LLC | 0.39% | Add +50.1% | 10,332 | $593K |
| Gradient Investments LLC | 0.01% | Add +1.3% | 10,326 | $593K |
| CSS LLC | 0.12% | Reduce -37.1% | 10,120 | $581K |
| Two Sigma Investments, LP | 0.00% | No change | 10,100 | $580K |
| Merit Financial Group, LLC | 0.01% | Add +69.7% | 10,065 | $578K |
| Corient IA LP | 0.41% | — | 10,000 | $574K |
| Sivia Capital Partners, LLC | 0.27% | Add +30.7% | 9,997 | $574K |
| Valeo Financial Advisors, LLC | 0.02% | Add +12.7% | 9,818 | $564K |
| SeaBridge Investment Advisors LLC | 0.12% | Reduce -8.3% | 9,788 | $562K |
| GAMMA Investing LLC | 0.04% | Add +24.7% | 9,739 | $559K |
| Optas, LLC | 0.10% | Add +0.6% | 9,668 | $555K |
| Investors Research Corp | 0.12% | Reduce -3.0% | 9,666 | $555K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +73.6% | 9,612 | $552K |
| Deutsche Bank AG | 0.00% | Add +18.1% | 9,412 | $541K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -35.7% | 9,155 | $526K |
| HighMark Wealth Management LLC | 0.31% | No change | 9,008 | $517K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.3% | 8,864 | $509K |
| Allie Family Office LLC | 0.28% | No change | 8,504 | $502K |
| Bridgefront Capital, LLC | 0.14% | Add +50.3% | 8,604 | $494K |
| Lindbrook Capital, LLC | 0.05% | Add +4.7% | 8,543 | $491K |
| Courier Capital LLC | 0.03% | No change | 8,492 | $488K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.4% | 8,392 | $482K |
| Gallacher Capital Management LLC | 0.23% | Reduce -7.4% | 8,299 | $477K |
| Engineers Gate Manager LP | 0.01% | New | 8,260 | $474K |
| Westover Capital Advisors, LLC | 0.10% | Add +2.5% | 8,150 | $468K |
| American Trust Investment Advisors, LLC | 0.19% | Reduce -1.3% | 8,045 | $462K |
| Crumly & Associates Inc. | 0.13% | Reduce -0.9% | 7,953 | $457K |
| Tepp RIA, LLC | 0.62% | No change | 7,918 | $455K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -3.0% | 7,882 | $453K |
| Bridgewater Advisors Inc. | 0.04% | New | 7,703 | $443K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 7,620 | $438K |
| Drive Wealth Management, LLC | 0.10% | Add +2.4% | 7,207 | $426K |
| Cromwell Holdings LLC | 0.27% | No change | 6,967 | $413K |
| CreativeOne Wealth, LLC | 0.01% | Add +49.1% | 7,130 | $409K |
| Cutter & CO Brokerage, Inc. | 0.10% | New | 7,122 | $409K |
| GTS Securities LLC | 0.02% | New | 7,065 | $406K |
| Moors & Cabot, Inc. | 0.02% | Add +0.8% | 6,963 | $400K |
| Wedmont Private Capital | 0.02% | Add +2.5% | 7,883 | $393K |
| Keybank National Association | 0.00% | Add +1.3% | 6,830 | $392K |
| Fortis Capital Advisors, LLC | 0.08% | New | 6,800 | $391K |
| Belpointe Asset Management LLC | 0.02% | New | 6,800 | $391K |
| Strategic Global Advisors, LLC | 0.08% | New | 6,792 | $390K |
| AE Wealth Management LLC | 0.00% | Reduce -2.1% | 6,753 | $388K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -8.8% | 6,740 | $387K |
| Hexagon Capital Partners LLC | 0.07% | Add +1.0% | 6,728 | $386K |
| Geneos Wealth Management Inc. | 0.01% | Add +28.3% | 6,679 | $384K |
| Net Worth Advisory Group | 0.12% | Reduce -5.2% | 6,551 | $376K |
| Medallion Wealth Advisors, LLC | 0.17% | No change | 6,487 | $372K |
| Natural Investments, LLC | 0.11% | Reduce -4.4% | 6,461 | $371K |
| Keel Point, LLC | 0.03% | Reduce -3.1% | 6,430 | $369K |
| FineMark National Bank & Trust | 0.01% | New | 6,267 | $360K |
| Lido Advisors, LLC | 0.00% | Reduce -19.3% | 6,078 | $359K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +7.9% | 6,254 | $359K |
| Walleye Capital LLC | 0.00% | Reduce -76.0% | 6,201 | $356K |
| Choate Investment Advisors | 0.01% | Add +4.1% | 6,174 | $355K |
| Riversedge Advisors, LLC | 0.08% | Add +29.1% | 6,124 | $352K |
| HB Wealth Management, LLC | 0.00% | New | 6,072 | $349K |
| Sonoma Private Wealth LLC | 0.48% | Reduce -8.6% | 6,062 | $348K |
| SYM FINANCIAL Corp | 0.04% | Add +24.0% | 6,016 | $345K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -84.7% | 6,006 | $345K |
| Baldwin Investment Management, LLC | 0.04% | No change | 5,857 | $336K |
| Assetmark, Inc. | 0.00% | Add +53.0% | 5,855 | $336K |
| Avior Wealth Management, LLC | 0.01% | No change | 5,853 | $336K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +9.8% | 5,848 | $336K |
| Calydon Capital | 0.06% | No change | 5,798 | $333K |
| Invesco Ltd. | 0.00% | Reduce -32.5% | 5,757 | $331K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.4% | 5,725 | $329K |
| Earned Wealth Advisors, LLC | 0.07% | New | 5,673 | $326K |
| Acorn Creek Capital LLC | 0.16% | Add +1.2% | 5,607 | $322K |
| Focus Partners Wealth | 0.00% | Add +2.0% | 5,600 | $322K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -9.6% | 5,538 | $318K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 5,500 | $316K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.8% | 5,487 | $315K |
| Seven Mile Advisory | 0.21% | Add +0.9% | 5,456 | $313K |
| Simon Quick Advisors, LLC | 0.02% | New | 5,381 | $309K |
| Independent Advisor Alliance | 0.01% | Add +0.4% | 5,248 | $301K |
| New York State Common Retirement Fund | 0.00% | No change | 5,188 | $298K |
| Atria Investments, Inc | 0.00% | Reduce -13.1% | 5,117 | $294K |
| Jones Financial Companies LLLP | 0.00% | Add +7.8% | 5,085 | $294K |
| Manske Wealth Management | 0.11% | Reduce -19.9% | 5,108 | $293K |
| Gitterman Wealth Management, LLC | 0.08% | Reduce -4.2% | 4,971 | $285K |
| Certuity, LLC | 0.03% | Add +3.7% | 4,928 | $283K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,911 | $282K |
| Advisory Services Network, LLC | 0.01% | New | 4,896 | $281K |
| Foster Group, Inc. | 0.01% | New | 4,862 | $279K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -11.8% | 4,780 | $274K |
| Contravisory Investment Management, Inc. | 0.06% | Add +3.0% | 4,762 | $273K |
| Canopy Partners, LLC | 0.11% | Add +0.8% | 4,760 | $273K |
| Fiera Capital Corp | 0.00% | New | 4,756 | $273K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,738 | $272K |
| Legacy Capital Group California, Inc. | 0.09% | Add +3.0% | 4,716 | $271K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.2% | 4,689 | $269K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -27.3% | 4,603 | $264K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -6.2% | 4,602 | $264K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.3% | 4,601 | $264K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Reduce -3.5% | 4,558 | $262K |
| Trust Point Inc. | 0.02% | Reduce -1.5% | 4,462 | $256K |
| Florida Trust Wealth Management Co | 0.01% | New | 4,424 | $254K |
| Sunpointe, LLC | 0.13% | No change | 4,261 | $252K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,350 | $250K |
| New Republic Capital, LLC | 0.11% | Reduce -10.6% | 4,347 | $250K |
| First Manhattan Co. Llc. | 0.00% | New | 4,009 | $237K |
| Sage Mountain Advisors LLC | 0.02% | Add +0.2% | 4,128 | $237K |
| WealthTrust Axiom LLC | 0.07% | No change | 4,075 | $234K |
| Centiva Capital, LP | 0.01% | New | 4,013 | $230K |
| Gryphon Financial Partners LLC | 0.03% | New | 4,005 | $230K |
| Weil Company, Inc. | 0.07% | New | 4,000 | $230K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Add +2.6% | 4,000 | $230K |
| Total Clarity Wealth Management, Inc. | 0.07% | No change | 4,637 | $229K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,989 | $229K |
| Tiaa Trust, National Association | 0.00% | Reduce -6.9% | 3,949 | $227K |
| First Citizens Bank & Trust Co. | 0.01% | New | 3,907 | $224K |
| D'Orazio & Associates, Inc. | 0.03% | New | 3,896 | $224K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,854 | $221K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +55.0% | 3,834 | $220K |
| Wolf Group Capital Advisors | 0.07% | New | 3,812 | $219K |
| Samalin Investment Counsel, LLC | 0.09% | New | 3,657 | $210K |
| Argyle Capital Management, LLC | 0.08% | New | 3,650 | $210K |
| Seed Wealth Management, Inc. | 0.17% | New | 3,630 | $208K |
| World Investment Advisors | 0.01% | New | 3,626 | $208K |
| Ewa, LLC | 0.08% | New | 3,524 | $202K |
| Barometer Capital Management Inc. | 0.07% | No change | 3,080 | $175K |
| Principal Securities, Inc. | 0.00% | No change | 3,536 | $175K |
| Blue Trust, Inc. | 0.00% | Add +7.6% | 2,706 | $155K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.6% | 2,525 | $145K |
| Rosenberg Matthew Hamilton | 0.04% | Add +4.3% | 2,446 | $140K |
| Addison Advisors LLC | 0.04% | Add +2.6% | 2,394 | $137K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 2,306 | $132K |
| GeoWealth Management, LLC | 0.00% | Reduce -34.7% | 2,140 | $123K |
| JCIC Asset Management Inc. | 0.05% | Reduce -4.3% | 2,022 | $116K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.5% | 1,926 | $114K |
| Caitong International Asset Management Co., Ltd | 0.08% | New | 1,935 | $111K |
| Allianz SE | 0.00% | New | 1,923 | $110K |
| Raiffeisen Bank International AG | 0.00% | No change | 1,950 | $110K |
| Grove Bank & Trust | 0.01% | Reduce -6.4% | 1,832 | $105K |
| Manchester Capital Management LLC | 0.01% | No change | 1,817 | $104K |
| SG Americas Securities, LLC | 0.00% | Reduce -74.1% | 1,810 | $104K |
| Allworth Financial LP | 0.00% | Add +24.9% | 1,824 | $102K |
| Lanark Financial, Inc. | 0.01% | — | 1,723 | $98K |
| Ameriflex Group, Inc. | 0.04% | No change | 1,641 | $94K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -6.1% | 1,528 | $88K |
| Sierra Ocean, LLC | 0.07% | Reduce -0.7% | 1,471 | $84K |
| Huntington National Bank | 0.00% | Reduce -24.4% | 1,465 | $84K |
| UMB Bank, n.a. | 0.00% | Reduce -6.3% | 1,419 | $81K |
| Fifth Third Bancorp | 0.00% | Add +2.1% | 1,380 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,642 | $77K |
| Spire Wealth Management | 0.00% | Add +59.4% | 1,320 | $76K |
| Point72 Hong Kong Ltd | 0.01% | New | 1,223 | $70K |
| Bogart Wealth, LLC | 0.00% | No change | 1,129 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +376.6% | 1,077 | $62K |
| Ridgewood Investments LLC | 0.03% | No change | 1,073 | $62K |
| Larson Financial Group LLC | 0.00% | Add +32.1% | 1,024 | $59K |
| AdvisorNet Financial, Inc | 0.00% | Add +12.6% | 936 | $54K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 907 | $52K |
| Summit Securities Group LLC | 0.04% | Reduce -47.1% | 900 | $52K |
| Hantz Financial Services, Inc. | 0.00% | New | 884 | $51K |
| Private Wealth Asset Management, LLC | 0.01% | — | 874 | $50K |
| Bessemer Group Inc. | 0.00% | Add +51.0% | 864 | $50K |
| Financial Management Professionals, Inc. | 0.01% | Add +1.6% | 868 | $50K |
| Hanson & Doremus Investment Management | 0.01% | No change | 809 | $46K |
| Parkside Financial Bank & Trust | 0.01% | Add +113.9% | 783 | $45K |
| Elequin Capital, LP | 0.01% | Add +282.2% | 772 | $44K |
| Garde Capital, Inc. | 0.00% | New | 750 | $43K |
| Rothschild Investment LLC | 0.00% | Add +8.3% | 741 | $43K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 700 | $40K |
| MCF Advisors LLC | 0.00% | No change | 689 | $40K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -3.8% | 583 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 604 | $35K |
| Berbice Capital Management LLC | 0.03% | Add +20.0% | 600 | $34K |
| Capital Analysts, LLC | 0.00% | No change | 586 | $34K |
| HM Payson & Co. | 0.00% | No change | 556 | $32K |
| Whittier Trust Co. | 0.00% | No change | 535 | $31K |
| Wayfinding Financial, LLC | 0.01% | New | 522 | $30K |
| Smithfield Trust Co | 0.00% | No change | 500 | $30K |
| Accent Capital Management, LLC | 0.02% | No change | 500 | $30K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 512 | $29K |
| GW&K Investment Management, LLC | 0.00% | No change | 499 | $29K |
| Silicon Valley Capital Partners | 0.00% | No change | 443 | $26K |
| Tortoise Investment Management, LLC | 0.00% | No change | 418 | $24K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -7.4% | 415 | $24K |
| Ramirez Asset Management, Inc. | 0.00% | Reduce -99.7% | 412 | $24K |
| MRP Capital Investments, LLC | 0.02% | No change | 400 | $23K |
| Inlight Wealth Management, LLC | 0.01% | New | 400 | $23K |
| Highline Wealth Partners LLC | 0.01% | Add +65.7% | 386 | $22K |
| Harbour Investments, Inc. | 0.00% | Add +30.8% | 361 | $21K |
| Global Financial Private Client, LLC | 0.01% | No change | 336 | $19K |
| Arlington Trust Co LLC | 0.00% | No change | 335 | $19K |
| Cornerstone Planning Group LLC | 0.00% | Add +8.5% | 282 | $16K |
| Robinswood Financial LLC | 0.01% | New | 266 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +7.8% | 263 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 254 | $15K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -22.1% | 236 | $14K |
| TD Private Client Wealth LLC | 0.00% | Add +23.7% | 230 | $13K |
| SouthState Bank Corp | 0.00% | New | 223 | $13K |
| City Holding Co. | 0.00% | New | 222 | $13K |
| CX Institutional | 0.00% | New | 205 | $12K |
| Zions Bancorporation, National Association | 0.00% | — | 204 | $12K |
| Federated Hermes, Inc. | 0.00% | Reduce -12.1% | 203 | $12K |
| Costello Asset Management, INC | 0.00% | New | 200 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +17.1% | 199 | $11K |
| Valued Wealth Advisors LLC | 0.01% | No change | 189 | $11K |
| BankPlus Trust Department | 0.00% | No change | 192 | $11K |
| Valley National Advisers Inc. | 0.00% | Reduce -33.3% | 200 | $11K |
| Creative Financial Designs Inc. | 0.00% | New | 191 | $11K |
| Sandy Spring Bank | 0.00% | No change | 180 | $10K |
| Roxbury Financial LLC | 0.01% | No change | 168 | $10K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 173 | $10K |
| Private Trust Co. NA | 0.00% | New | 171 | $10K |
| NewSquare Capital LLC | 0.00% | Add +137.5% | 171 | $10K |
| Fortitude Family Office, LLC | 0.00% | No change | 169 | $10K |
| Truvestments Capital LLC | 0.00% | New | 165 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 163 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 158 | $9K |
| Rakuten Securities, Inc. | 0.00% | Add +7700.0% | 156 | $9K |
| Logan Capital Management Inc. | 0.00% | No change | 155 | $9K |
| CVA Family Office, LLC | 0.00% | No change | 154 | $9K |
| DB Fitzpatrick & Co, Inc | 0.01% | New | 150 | $9K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 148 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 144 | $8K |
| Financial Connections Group, Inc. | 0.00% | No change | 143 | $8K |
| Sound Income Strategies, LLC | 0.00% | Add +63.9% | 136 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -77.9% | 130 | $7K |
| PrairieView Partners, LLC | 0.00% | Reduce -7.5% | 135 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 121 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 115 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Add +72.3% | 112 | $6K |
| Binnacle Investments Inc | 0.00% | — | 111 | $6K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -60.2% | 105 | $6K |
| Chesapeake Asset Management LLC | 0.01% | No change | 100 | $6K |
| Main Street Group, LTD | 0.00% | No change | 100 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 100 | $6K |
| Hoey Investments, Inc. | 0.00% | No change | 100 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $6K |
| Capital A Wealth Management, LLC | 0.01% | No change | 98 | $6K |
| WPG Advisers, LLC | 0.01% | No change | 93 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -29.5% | 91 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 90 | $5K |
| REAP Financial Group, LLC | 0.00% | Add +8600.0% | 87 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 85 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | New | 85 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 81 | $5K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 79 | $5K |
| Mather Group, Llc. | 0.00% | No change | 79 | $5K |
| Archer Investment Corp | 0.00% | No change | 76 | $4K |
| Wiser Advisor Group LLC | 0.01% | No change | 76 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -20.7% | 69 | $4K |
| Continuum Advisory, LLC | 0.00% | Reduce -47.4% | 61 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 54 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 51 | $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 | $3K |
| Clean Yield Group | 0.00% | No change | 48 | $3K |
| Clearstead Advisors, LLC | 0.00% | Add +155.6% | 46 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 45 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 43 | $2K |
| Key Financial Inc | 0.00% | No change | 39 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 34 | $2K |
| ORG Partners LLC | 0.00% | New | 34 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 33 | $2K |
| AXA S.A. | 0.00% | No change | 33 | $2K |
| Pacifica Partners Inc. | 0.00% | New | 30 | $2K |
| Abound Wealth Management | 0.00% | Reduce -32.5% | 27 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -65.8% | 26 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 26 | $1K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 25 | $1K |
| Mattson Financial Services, LLC | 0.00% | New | 23 | $1K |
| Bayforest Capital Ltd | 0.00% | New | 16 | $919 |
| High Note Wealth, LLC | 0.00% | No change | 15 | $861 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 6 | $325 |
| Albion Financial Group | 0.00% | Reduce -98.9% | 4 | $230 |
| West Branch Capital LLC | 0.00% | No change | 3 | $187 |
| Rise Advisors, LLC | 0.00% | Reduce -99.8% | 2 | $125 |
"% 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.