HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q2 2025 (June 30)513holders +6
63new positions
54sold out
6famous investors
$60.78avg. 13F price*
At the end of Q2 2025, 513 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 6 from Q1 2025. 63 opened new positions and 54 sold out. The largest holders were Fisher Asset Management ($1.0B), Dimensional Fund Advisors LP ($631.6M) and Morgan Stanley ($382.3M). 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 (0.1% of Renaissance Technologies's portfolio).
- Company
- HSBC Holdings PLC-Spons ADR
- Filed as
- HSBC HLDGS PLC (Q2 2025)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $26.4M |
| Exits | 54 | $87.4M |
All 13F filers, Q1 2025 → Q2 2025: 5,942,636 shares bought and 3,722,256 shares sold, net +2,220,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 513 holders
| Fisher Asset Management | 0.41% | Add +9.2% | 17,043,371 | $1.0B |
| Dimensional Fund Advisors LP | 0.15% | Add +0.0% | 10,390,571 | $631.6M |
| Morgan Stanley | 0.02% | Reduce -3.1% | 6,289,571 | $382.3M |
| Goldman Sachs Group Inc. | 0.06% | Add +18.6% | 5,605,773 | $340.8M |
| FMR LLC | 0.01% | Add +8.7% | 3,359,674 | $204.2M |
| Sanders Capital, LLC | 0.24% | Add +0.1% | 2,971,630 | $180.6M |
| BlackRock, Inc. | 0.00% | Add +1.9% | 2,943,866 | $179.0M |
| Northern Trust Corp. | 0.02% | Add +1.2% | 2,908,792 | $176.8M |
| Bank of America Corp. | 0.01% | Reduce -15.1% | 2,110,567 | $128.3M |
| Contrarian Capital Management, L.L.C. | 22.01% | No change | 1,265,656 | $76.9M |
| Royal Bank of Canada | 0.01% | Add +19.6% | 1,252,709 | $76.2M |
| American Century Companies Inc. | 0.04% | Add +11.8% | 1,143,382 | $69.5M |
| UBS Group AG | 0.01% | Reduce -12.8% | 1,020,907 | $62.1M |
| First Trust Advisors LP | 0.03% | Reduce -14.5% | 689,250 | $41.9M |
| Renaissance Technologies | 0.05% | Add +65.0% | 651,222 | $39.6M |
| Cookson Peirce & Co. Inc. | 1.73% | Reduce -2.6% | 646,724 | $39.3M |
| Crossmark Global Holdings, Inc. | 0.49% | Add +1.7% | 502,973 | $30.6M |
| JPMorgan Chase & Co. | 0.00% | Add +160.9% | 502,200 | $30.5M |
| O'shaughnessy Asset Management, LLC | 0.19% | Reduce -2.5% | 469,659 | $28.6M |
| QRG Capital Management, Inc. | 0.21% | Add +7.5% | 393,564 | $23.9M |
| Natixis Advisors, LLC | 0.04% | Reduce -1.6% | 386,314 | $23.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +36.6% | 365,570 | $22.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.1% | 350,629 | $21.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.2% | 338,050 | $20.6M |
| Creative Planning | 0.02% | Add +4.8% | 313,074 | $19.0M |
| GMO | 0.06% | Reduce -6.1% | 306,115 | $18.6M |
| 1832 Asset Management L.P. | 0.03% | No change | 303,500 | $18.4M |
| LPL Financial LLC | 0.01% | Add +28.3% | 299,844 | $18.2M |
| Capital Fund Management S.A. | 0.20% | Add +441.8% | 298,782 | $18.2M |
| Meritage Portfolio Management | 1.14% | Reduce -4.7% | 295,652 | $18.0M |
| Quantinno Capital Management LP | 0.08% | Add +5.6% | 289,763 | $17.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Reduce -25.7% | 288,231 | $17.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.8% | 288,062 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 279,437 | $17.0M |
| Franklin Resources Inc. | 0.00% | Reduce -8.4% | 271,011 | $16.5M |
| HighTower Advisors, LLC | 0.02% | Add +10.4% | 241,644 | $14.7M |
| Janney Capital Management LLC | 0.90% | Reduce -1.8% | 228,266 | $13.9M |
| BNP Paribas Financial Markets | 0.01% | Add +87.9% | 217,506 | $13.2M |
| Citadel Advisors | 0.01% | Add +84.8% | 217,379 | $13.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +3.6% | 216,280 | $13.1M |
| Bank of Montreal | 0.01% | Add +175.6% | 209,666 | $12.7M |
| Mariner, LLC | 0.02% | Add +8.3% | 197,258 | $12.0M |
| Promethos Capital, LLC | 3.95% | Add +6.4% | 192,564 | $11.7M |
| Abc Arbitrage SA | 1.19% | Add +237.1% | 170,779 | $10.4M |
| Gunderson Capital Management LLC | 4.27% | Reduce -6.2% | 168,115 | $10.2M |
| American Assets Investment Management, LLC | 0.82% | No change | 166,918 | $10.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.7% | 159,153 | $9.7M |
| AQR Capital Management | 0.01% | Add +54.5% | 154,381 | $9.4M |
| Ethic Inc. | 0.16% | Reduce -11.9% | 150,385 | $9.1M |
| Ritholtz Wealth Management | 0.18% | Reduce -3.6% | 132,819 | $8.1M |
| Cwm, LLC | 0.03% | Reduce -1.3% | 129,095 | $7.8M |
| Sei Investments Co. | 0.01% | Add +9.2% | 125,767 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.6% | 119,764 | $7.3M |
| M&T Bank Corp | 0.03% | Add +2.4% | 119,757 | $7.3M |
| Stifel Financial Corp. | 0.01% | Reduce -10.9% | 118,474 | $7.2M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +8.2% | 117,639 | $7.2M |
| US Bancorp \de | 0.01% | Reduce -0.6% | 110,001 | $6.7M |
| Hennessy Advisors Inc. | 0.22% | No change | 108,100 | $6.6M |
| Manatuck Hill Partners, LLC | 2.46% | No change | 107,448 | $6.5M |
| Two Sigma Advisers, LP | 0.01% | Add +13.4% | 104,900 | $6.4M |
| National Bank of Canada | 0.01% | Add +470.8% | 103,087 | $6.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.50% | Add +25.0% | 99,500 | $6.0M |
| Cerity Partners LLC | 0.01% | Add +3.1% | 98,708 | $6.0M |
| Quadrant Capital Group LLC | 0.21% | Reduce -17.0% | 96,273 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 92,476 | $5.6M |
| Aquatic Capital Management LLC | 0.11% | Add +579.0% | 90,445 | $5.5M |
| Naviter Wealth, LLC | 0.63% | Add +3.1% | 84,074 | $5.1M |
| MML Investors Services, LLC | 0.01% | Add +40.1% | 83,698 | $5.1M |
| Truist Financial Corp. | 0.01% | Reduce -3.6% | 80,884 | $4.9M |
| Vident Advisory, LLC | 0.05% | Add +11.6% | 76,506 | $4.7M |
| Callan Family Office, LLC | 0.13% | Add +266.1% | 69,112 | $4.2M |
| SIH Partners, LLLP | 0.40% | No change | 69,098 | $4.2M |
| Limestone Investment Advisors LP | 1.89% | — | 69,037 | $4.2M |
| Neuberger Berman Group LLC | 0.00% | Add +33.4% | 63,221 | $3.8M |
| AMJ Financial Wealth Management | 0.96% | New | 62,213 | $3.8M |
| Old Port Advisors | 1.01% | Reduce -3.6% | 60,838 | $3.7M |
| Compound Planning, Inc. | 0.14% | Add +6.6% | 60,421 | $3.7M |
| Stamos Capital Partners, L.P. | 0.66% | Add +17.4% | 60,218 | $3.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.16% | — | 59,484 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.8% | 59,218 | $3.6M |
| Signaturefd, LLC | 0.06% | Add +0.6% | 59,106 | $3.6M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -4.4% | 57,805 | $3.5M |
| Barclays PLC | 0.00% | Add +352.9% | 57,628 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.7% | 56,756 | $3.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +353.3% | 56,459 | $3.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 55,054 | $3.3M |
| Americana Partners, LLC | 0.12% | Reduce -3.7% | 54,952 | $3.3M |
| TrueMark Investments, LLC | 0.71% | Add +18.3% | 53,870 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.2% | 51,976 | $3.2M |
| Parallax Volatility Advisers, L.P. | 0.15% | Reduce -58.1% | 50,351 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +8.9% | 49,237 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -20.8% | 47,816 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +20.1% | 46,718 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +31.8% | 46,695 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Add +7.7% | 46,516 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Add +7.3% | 46,031 | $2.8M |
| Forum Financial Management, LP | 0.04% | Add +2.1% | 44,246 | $2.7M |
| LSV Asset Management | 0.01% | New | 42,600 | $2.6M |
| Cibc World Market Inc. | 0.01% | Add +10.7% | 42,179 | $2.6M |
| Castleark Management LLC | 0.08% | Reduce -50.0% | 42,100 | $2.6M |
| Brandes Investment Partners, LP | 0.02% | Add +0.1% | 39,036 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +3.5% | 38,794 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -3.6% | 37,298 | $2.3M |
| Sowell Financial Services LLC | 0.09% | Add +2.1% | 37,231 | $2.3M |
| Raelipskie Partnership | 1.02% | No change | 36,784 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +7.5% | 36,674 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -4.8% | 36,089 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.7% | 35,517 | $2.2M |
| Arkadios Wealth Advisors | 0.06% | Reduce -21.9% | 35,070 | $2.1M |
| Rhumbline Advisers | 0.00% | Add +2.0% | 34,921 | $2.1M |
| Earnest Partners LLC | 0.01% | Reduce -3.5% | 34,788 | $2.1M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -5.7% | 34,000 | $2.1M |
| Orleans Capital Management Corp. | 1.07% | Add +5.1% | 33,088 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +34.3% | 32,167 | $2.0M |
| Scotia Capital Inc. | 0.01% | Add +1.0% | 31,870 | $1.9M |
| WCG Wealth Advisors LLC | 0.12% | New | 31,473 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +11.2% | 31,031 | $1.9M |
| Qtron Investments LLC | 0.24% | No change | 30,586 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +84.8% | 30,234 | $1.8M |
| Keybank National Association | 0.01% | Add +335.8% | 29,763 | $1.8M |
| Regions Financial Corp. | 0.01% | Add +0.9% | 28,865 | $1.8M |
| Mgo One Seven LLC | 0.06% | Add +5.9% | 28,668 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +238.1% | 28,372 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Add +17.6% | 27,902 | $1.7M |
| Syon Capital LLC | 0.11% | Add +12.2% | 27,866 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -12.6% | 27,214 | $1.7M |
| Ieq Capital, LLC | 0.01% | Add +22.0% | 27,107 | $1.6M |
| Ativo Capital Management LLC | 1.47% | Reduce -2.9% | 27,070 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.18% | New | 26,525 | $1.6M |
| Foresight Capital Management Advisors, Inc. | 0.94% | Reduce -3.9% | 26,498 | $1.6M |
| Ballentine Partners, LLC | 0.02% | Add +0.3% | 26,488 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | New | 25,567 | $1.6M |
| Glenmede Investment Management, LP | 0.01% | — | 26,305 | $1.6M |
| Brooklyn Investment Group | 0.21% | Add +79.5% | 26,219 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +33.9% | 26,201 | $1.6M |
| Checchi Capital Advisers, LLC | 0.11% | Reduce -1.9% | 26,193 | $1.6M |
| Aaron Wealth Advisors LLC | 0.16% | Add +3.5% | 25,691 | $1.6M |
| Vise Technologies, Inc. | 0.06% | — | 25,392 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +50.9% | 25,205 | $1.5M |
| CIBC Asset Management Inc | 0.00% | New | 24,980 | $1.5M |
| MAI Capital Management | 0.01% | Add +14.3% | 24,836 | $1.5M |
| &partners | 0.01% | Reduce -0.2% | 24,496 | $1.5M |
| Quantbot Technologies LP | 0.04% | New | 24,279 | $1.5M |
| Evergreen Capital Management LLC | 0.04% | Add +4.4% | 23,851 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +402.2% | 23,796 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.9% | 23,830 | $1.4M |
| ICONIQ Capital, LLC | 0.02% | Add +6.0% | 23,745 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +42.6% | 23,683 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +1.0% | 23,559 | $1.4M |
| Choreo, LLC | 0.02% | Add +4.7% | 23,499 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Add +100.5% | 23,452 | $1.4M |
| Mitchell & Pahl Private Wealth, LLC | 0.63% | Add +2.0% | 23,418 | $1.4M |
| Systematic Alpha Investments, LLC | 0.05% | No change | 23,000 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.1% | 22,950 | $1.4M |
| West Family Investments, Inc. | 0.36% | Add +94.6% | 22,850 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +44.9% | 22,818 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -5.1% | 22,776 | $1.4M |
| Gabelli Funds LLC | 0.01% | No change | 22,700 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 22,543 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1.4% | 22,338 | $1.4M |
| Virtu Financial LLC | 0.07% | Add +35.5% | 21,829 | $1.3M |
| Ted Buchan & Co | 0.52% | New | 21,314 | $1.3M |
| Profund Advisors LLC | 0.04% | Add +3.6% | 20,349 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +53.3% | 20,337 | $1.2M |
| Mork Capital Management, LLC | 0.90% | No change | 20,300 | $1.2M |
| RBF Capital, LLC | 0.06% | No change | 20,000 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +21.0% | 19,950 | $1.2M |
| D.A. Davidson & Co. | 0.01% | No change | 19,354 | $1.2M |
| Henshaw Capital LLC | 0.05% | Reduce -43.9% | 19,166 | $1.2M |
| Pzena Investment Management LLC | 0.00% | Add +6.0% | 18,851 | $1.1M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -7.3% | 18,583 | $1.1M |
| McDonald Partners LLC | 0.27% | Add +3.5% | 18,334 | $1.1M |
| Smartleaf Asset Management LLC | 0.10% | Add +5.1% | 17,973 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -0.3% | 17,915 | $1.1M |
| Ignite Planners, LLC | 0.19% | Add +1.5% | 17,122 | $1.1M |
| Kathmere Capital Management, LLC | 0.08% | Add +7.0% | 17,627 | $1.1M |
| Aprio Wealth Management, LLC | 0.12% | Reduce -18.0% | 17,591 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +45.8% | 17,389 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +107.6% | 17,151 | $1.0M |
| Ellevest, Inc. | 0.17% | Reduce -2.0% | 17,150 | $1.0M |
| Founders Financial Securities LLC | 0.08% | Add +1.8% | 16,604 | $1.0M |
| PDS Planning, Inc | 0.07% | Add +8.1% | 16,540 | $1.0M |
| Horizon Investments, LLC | 0.02% | Reduce -1.5% | 16,531 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.8% | 16,251 | $988K |
| Frank, Rimerman Advisors LLC | 0.07% | Add +5.4% | 16,160 | $982K |
| Composition Wealth, LLC | 0.02% | Reduce -10.4% | 15,898 | $966K |
| AssuredPartners Investment Advisors, LLC | 0.23% | Add +24.2% | 15,736 | $957K |
| Rational Advisors, Inc. | 0.10% | Reduce -12.8% | 15,723 | $956K |
| Soltis Investment Advisors LLC | 0.07% | Add +2.1% | 15,464 | $940K |
| Private Advisor Group, LLC | 0.01% | Reduce -2.8% | 15,261 | $928K |
| Guggenheim Capital LLC | 0.01% | Reduce -6.6% | 15,064 | $916K |
| State Street Corp. | 0.00% | No change | 14,767 | $898K |
| Pitcairn Co. | 0.06% | Reduce -12.0% | 14,704 | $894K |
| Assetmark, Inc. | 0.00% | Add +150.6% | 14,674 | $892K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.7% | 14,520 | $883K |
| Henry James International Management Inc. | 0.28% | No change | 14,189 | $863K |
| Clarius Group, LLC | 0.05% | Add +0.6% | 14,032 | $853K |
| Versant Capital Management, Inc | 0.13% | Reduce -2.6% | 14,005 | $851K |
| HighPoint Advisor Group LLC | 0.04% | Add +0.8% | 13,927 | $847K |
| Lazard Asset Management LLC | 0.00% | Reduce -5.9% | 13,901 | $845K |
| Ascent Group, LLC | 0.03% | Add +3.3% | 13,872 | $843K |
| Parallel Advisors, LLC | 0.02% | Reduce -0.2% | 13,704 | $833K |
| Cherokee Insurance Co | 0.36% | No change | 13,545 | $823K |
| Merit Financial Group, LLC | 0.01% | Add +34.1% | 13,495 | $820K |
| XTX Topco Ltd | 0.03% | Reduce -85.1% | 13,456 | $818K |
| Wedbush Securities Inc. | 0.03% | Add +6.7% | 13,327 | $810K |
| Millennium Management | 0.00% | Reduce -96.7% | 12,837 | $780K |
| Sage Rhino Capital LLC | 0.16% | Add +1.3% | 12,808 | $779K |
| Calydon Capital | 0.07% | Add +115.5% | 12,496 | $760K |
| Gradient Investments LLC | 0.01% | Add +19.4% | 12,324 | $749K |
| Lester Murray Antman dba SimplyRich | 0.21% | No change | 12,336 | $749K |
| CSS LLC | 0.14% | Add +20.6% | 12,200 | $742K |
| Hantz Financial Services, Inc. | 0.01% | Add +1258.0% | 12,005 | $730K |
| Legacy Wealth Asset Management, LLC | 0.19% | Reduce -4.8% | 11,992 | $729K |
| Focus Partners Wealth | 0.00% | Add +113.5% | 11,955 | $727K |
| Abel Hall, LLC | 0.33% | Add +3.2% | 11,899 | $723K |
| Sivia Capital Partners, LLC | 0.25% | Add +19.0% | 11,896 | $723K |
| BSW Wealth Partners | 0.10% | Reduce -2.1% | 11,884 | $722K |
| Cordatus Wealth Management LLC | 0.18% | Reduce -2.4% | 11,843 | $720K |
| GAMMA Investing LLC | 0.04% | Add +18.4% | 11,534 | $701K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +2.6% | 11,324 | $688K |
| Legacy Capital Group California, Inc. | 0.19% | Add +138.4% | 11,242 | $683K |
| Wealthstar Advisors, LLC | 0.26% | Add +2.9% | 11,214 | $682K |
| Group One Trading LLC | 0.02% | New | 11,193 | $680K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +78.8% | 11,184 | $680K |
| May Hill Capital, LLC | 0.22% | Reduce -2.0% | 11,040 | $671K |
| Everstar Asset Management, LLC | 0.41% | Add +6.3% | 10,987 | $668K |
| BKM Wealth Management, LLC | 0.26% | Reduce -9.0% | 10,941 | $665K |
| Blair William & Co. | 0.00% | Reduce -3.9% | 10,865 | $660K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.4% | 10,804 | $657K |
| Cornerstone Select Advisors, LLC | 0.57% | Add +0.1% | 10,734 | $653K |
| Five Oceans Advisors | 0.27% | No change | 10,361 | $630K |
| Valeo Financial Advisors, LLC | 0.02% | Add +5.4% | 10,345 | $629K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.8% | 10,265 | $624K |
| Traveka Wealth, LLC | 0.33% | Reduce -6.5% | 10,105 | $614K |
| Chelsea Counsel Co. | 0.30% | No change | 10,100 | $614K |
| HRT Financial LP | 0.00% | Reduce -9.4% | 10,084 | $613K |
| Tepp RIA, LLC | 0.79% | Add +27.1% | 10,068 | $612K |
| Corient IA LP | 0.36% | No change | 10,000 | $608K |
| Linden Thomas Advisory Services, LLC | 0.07% | Reduce -17.6% | 9,924 | $603K |
| SeaBridge Investment Advisors LLC | 0.11% | No change | 9,788 | $595K |
| Investors Research Corp | 0.12% | No change | 9,666 | $588K |
| Barometer Capital Management Inc. | 0.16% | Add +207.8% | 9,480 | $576K |
| Deutsche Bank AG | 0.00% | No change | 9,412 | $572K |
| Optas, LLC | 0.11% | Reduce -3.4% | 9,340 | $568K |
| Mission Wealth Management, LP | 0.01% | Add +3.4% | 9,162 | $557K |
| CW Advisors, LLC | 0.01% | New | 9,132 | $555K |
| Atria Investments, Inc | 0.01% | Add +78.2% | 9,119 | $554K |
| HighMark Wealth Management LLC | 0.27% | No change | 9,008 | $548K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +11.1% | 8,754 | $532K |
| Bridgewater Advisors Inc. | 0.04% | Add +4.3% | 8,033 | $523K |
| Westover Capital Advisors, LLC | 0.10% | Add +5.5% | 8,597 | $523K |
| Westerkirk Capital Inc. | 0.06% | — | 8,544 | $519K |
| Allie Family Office LLC | 0.26% | No change | 8,504 | $517K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +54.8% | 8,494 | $516K |
| Courier Capital LLC | 0.03% | No change | 8,492 | $516K |
| HB Wealth Management, LLC | 0.00% | Add +35.5% | 8,226 | $500K |
| Global Retirement Partners, LLC | 0.01% | — | 8,179 | $497K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +113.0% | 8,166 | $496K |
| Wedmont Private Capital | 0.02% | Add +1.2% | 7,979 | $495K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -32.8% | 8,083 | $491K |
| Cooper Financial Group | 0.06% | Reduce -37.7% | 8,075 | $491K |
| American Trust Investment Advisors, LLC | 0.25% | No change | 8,045 | $489K |
| Gallacher Capital Management LLC | 0.23% | Reduce -3.4% | 8,014 | $487K |
| Strategic Global Advisors, LLC | 0.08% | Add +13.6% | 7,715 | $469K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.0% | 7,694 | $468K |
| Jones Financial Companies LLLP | 0.00% | Add +50.7% | 7,661 | $466K |
| Crumly & Associates Inc. | 0.11% | Reduce -3.9% | 7,647 | $465K |
| Drive Wealth Management, LLC | 0.10% | Add +6.1% | 7,645 | $465K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 7,513 | $457K |
| Keel Point, LLC | 0.03% | Add +16.6% | 7,496 | $456K |
| AE Wealth Management LLC | 0.00% | Add +9.1% | 7,369 | $448K |
| Brown Advisory Inc. | 0.00% | Reduce -61.0% | 7,232 | $440K |
| GQG Partners LLC | 0.00% | Reduce -96.0% | 7,225 | $439K |
| Moors & Cabot, Inc. | 0.02% | Add +2.7% | 7,152 | $435K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.1% | 7,137 | $434K |
| Bayesian Capital Management, LP | 0.07% | New | 7,100 | $432K |
| Independent Advisor Alliance | 0.01% | Add +34.5% | 7,056 | $429K |
| Invesco Ltd. | 0.00% | Add +22.5% | 7,052 | $429K |
| Farringdon Capital, Ltd. | 0.14% | New | 7,037 | $428K |
| Main Street Research LLC | 0.03% | New | 6,997 | $425K |
| Cromwell Holdings LLC | 0.26% | No change | 6,967 | $424K |
| Summit Trail Advisors, LLC | 0.01% | New | 6,905 | $420K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.1% | 6,751 | $410K |
| Net Worth Advisory Group | 0.09% | Add +1.4% | 6,642 | $404K |
| Medallion Wealth Advisors, LLC | 0.15% | No change | 6,487 | $393K |
| Natural Investments, LLC | 0.10% | Reduce -0.1% | 6,457 | $392K |
| Riversedge Advisors, LLC | 0.08% | Add +4.2% | 6,383 | $388K |
| Trust Point Inc. | 0.04% | Add +42.7% | 6,368 | $387K |
| Haven Private, LLC | 0.17% | New | 6,288 | $382K |
| Lido Advisors, LLC | 0.00% | Add +3.1% | 6,267 | $381K |
| FineMark National Bank & Trust | 0.01% | Reduce -1.1% | 6,200 | $377K |
| Choate Investment Advisors | 0.01% | Reduce -0.7% | 6,134 | $373K |
| Advisory Services Network, LLC | 0.01% | Add +20.8% | 5,912 | $362K |
| Jane Street Group, LLC | 0.00% | Reduce -60.9% | 5,905 | $359K |
| Sonoma Private Wealth LLC | 0.44% | Reduce -3.5% | 5,850 | $356K |
| Flputnam Investment Management Co. | 0.01% | Add +25.8% | 5,788 | $352K |
| Benjamin Edwards Inc. | 0.00% | Add +0.7% | 5,762 | $350K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.7% | 5,749 | $349K |
| Baldwin Investment Management, LLC | 0.04% | Reduce -2.6% | 5,707 | $347K |
| Earned Wealth Advisors, LLC | 0.07% | Add +0.4% | 5,694 | $346K |
| Acorn Creek Capital LLC | 0.14% | Add +1.0% | 5,663 | $344K |
| Fiera Capital Corp | 0.00% | Add +17.9% | 5,606 | $341K |
| SYM FINANCIAL Corp | 0.04% | Reduce -8.3% | 5,519 | $336K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 5,500 | $334K |
| Allworth Financial LP | 0.00% | Add +195.6% | 5,391 | $328K |
| Gryphon Financial Partners LLC | 0.04% | Add +33.4% | 5,342 | $325K |
| Cresset Asset Management, LLC | 0.00% | Reduce -59.4% | 5,330 | $324K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -4.7% | 5,277 | $321K |
| New York State Common Retirement Fund | 0.00% | No change | 5,188 | $315K |
| Seven Mile Advisory | 0.19% | Reduce -5.5% | 5,158 | $314K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.0% | 5,058 | $307K |
| Florida Trust Wealth Management Co | 0.01% | Add +13.6% | 5,024 | $305K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.8% | 4,984 | $303K |
| Werba Rubin Papier Wealth Management | 0.06% | Add +8.2% | 4,982 | $303K |
| Contravisory Investment Management, Inc. | 0.06% | Add +4.4% | 4,972 | $302K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,962 | $302K |
| Trexquant Investment LP | 0.00% | New | 4,934 | $300K |
| Gitterman Wealth Management, LLC | 0.07% | Reduce -1.6% | 4,890 | $297K |
| Certuity, LLC | 0.03% | Reduce -1.0% | 4,880 | $297K |
| Manske Wealth Management | 0.10% | Reduce -4.9% | 4,858 | $295K |
| Purkiss Capital Advisors LLC | 0.16% | New | 4,824 | $293K |
| Quadrature Capital Ltd | 0.01% | New | 4,792 | $291K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,770 | $290K |
| Canopy Partners, LLC | 0.11% | No change | 4,760 | $289K |
| Foster Group, Inc. | 0.01% | Reduce -4.0% | 4,668 | $284K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Add +2.3% | 4,661 | $283K |
| Tiaa Trust, National Association | 0.00% | Add +15.2% | 4,549 | $277K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.6% | 4,417 | $269K |
| Syverson Strege & Co | 0.06% | New | 4,367 | $265K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,350 | $264K |
| SVB Wealth LLC | 0.01% | New | 4,256 | $259K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -10.0% | 4,222 | $257K |
| First Affirmative Financial Network | 0.13% | New | 4,156 | $253K |
| Sage Mountain Advisors LLC | 0.02% | Add +0.4% | 4,143 | $252K |
| World Investment Advisors | 0.01% | Add +14.1% | 4,136 | $251K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -31.5% | 4,112 | $250K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -10.9% | 4,102 | $249K |
| WealthTrust Axiom LLC | 0.07% | No change | 4,075 | $248K |
| Sunpointe, LLC | 0.10% | Reduce -5.0% | 4,046 | $246K |
| AlTi Global, Inc. | 0.01% | New | 4,046 | $246K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +4.4% | 4,022 | $244K |
| First Manhattan Co. Llc. | 0.00% | No change | 4,009 | $244K |
| Weil Company, Inc. | 0.06% | No change | 4,000 | $243K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 4,000 | $243K |
| New Republic Capital, LLC | 0.09% | Reduce -8.1% | 3,994 | $243K |
| D'Orazio & Associates, Inc. | 0.03% | Add +1.3% | 3,947 | $240K |
| First Citizens Bank & Trust Co. | 0.00% | Add +0.6% | 3,930 | $239K |
| Principal Securities, Inc. | 0.00% | Add +10.4% | 3,904 | $237K |
| Ewa, LLC | 0.07% | Add +8.4% | 3,820 | $232K |
| Samalin Investment Counsel, LLC | 0.09% | Add +4.1% | 3,806 | $231K |
| Wrapmanager Inc. | 0.06% | New | 3,803 | $231K |
| Greenup Street Wealth Management LLC | 0.04% | New | 3,748 | $228K |
| Kingsview Wealth Management, LLC | 0.00% | New | 3,741 | $227K |
| Seeds Investor LLC | 0.05% | New | 3,726 | $227K |
| Curi Capital, LLC | 0.00% | New | 3,714 | $226K |
| SG Americas Securities, LLC | 0.00% | Add +103.0% | 3,675 | $223K |
| Argyle Capital Management, LLC | 0.08% | No change | 3,650 | $222K |
| Jump Financial, LLC | 0.00% | New | 3,630 | $221K |
| Wealthstream Advisors, Inc. | 0.04% | New | 3,592 | $218K |
| Diametric Capital, LP | 0.12% | New | 3,552 | $216K |
| Tower Wealth Partners, Inc. | 0.13% | New | 3,499 | $213K |
| IFP Advisors, Inc | 0.01% | Reduce -86.5% | 3,481 | $212K |
| Integrated Advisors Network LLC | 0.01% | New | 3,478 | $211K |
| Seed Wealth Management, Inc. | 0.16% | Reduce -5.5% | 3,430 | $209K |
| Symphony Financial Services, Inc. | 0.12% | New | 3,346 | $203K |
| Xponance LLC | 0.00% | New | 3,339 | $203K |
| Allianz SE | 0.00% | Add +62.5% | 3,125 | $190K |
| GeoWealth Management, LLC | 0.01% | Add +41.0% | 3,017 | $183K |
| AlphaCore Capital LLC | 0.01% | New | 2,756 | $168K |
| Rexford Capital Inc. | 0.14% | — | 2,713 | $165K |
| Rosenberg Matthew Hamilton | 0.04% | Add +5.4% | 2,578 | $157K |
| Edgar Lomax Co. | 0.01% | New | 12,845 | $155K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,525 | $153K |
| Addison Advisors LLC | 0.04% | Add +3.0% | 2,466 | $150K |
| Arax Advisory Partners | 0.01% | Add +690.1% | 719 | $143K |
| Blue Trust, Inc. | 0.00% | Reduce -16.4% | 2,261 | $137K |
| Grove Bank & Trust | 0.01% | Add +7.6% | 1,972 | $120K |
| Raiffeisen Bank International AG | 0.00% | No change | 1,950 | $118K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.6% | 1,895 | $115K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -18.3% | 1,885 | $115K |
| Bruce G. Allen Investments, LLC | 0.09% | Add +20.8% | 1,845 | $112K |
| Manchester Capital Management LLC | 0.01% | Add +1.2% | 1,838 | $112K |
| Lanark Financial, Inc. | 0.01% | No change | 1,723 | $104K |
| State of Wyoming | 0.01% | New | 1,624 | $99K |
| Sierra Ocean, LLC | 0.07% | Add +4.1% | 1,531 | $93K |
| UMB Bank, n.a. | 0.00% | No change | 1,419 | $86K |
| Huntington National Bank | 0.00% | Reduce -6.9% | 1,364 | $83K |
| Fifth Third Bancorp | 0.00% | Reduce -10.0% | 1,242 | $76K |
| Bogart Wealth, LLC | 0.00% | Add +8.7% | 1,227 | $75K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,086 | $71K |
| Headlands Technologies LLC | 0.01% | New | 1,101 | $67K |
| Caitong International Asset Management Co., Ltd | 0.05% | Reduce -43.6% | 1,092 | $66K |
| Ridgewood Investments LLC | 0.03% | No change | 1,073 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +10.7% | 1,036 | $63K |
| Larson Financial Group LLC | 0.00% | Reduce -11.1% | 910 | $55K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 907 | $55K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 874 | $53K |
| Spire Wealth Management | 0.00% | Reduce -37.9% | 820 | $50K |
| Rothschild Investment LLC | 0.00% | Add +9.8% | 814 | $49K |
| Hanson & Doremus Investment Management | 0.01% | No change | 809 | $49K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.4% | 802 | $49K |
| Private Trust Co. NA | 0.00% | Add +346.2% | 763 | $46K |
| Garde Capital, Inc. | 0.00% | No change | 750 | $46K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -16.5% | 725 | $44K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 700 | $43K |
| MCF Advisors LLC | 0.00% | No change | 689 | $42K |
| Ameritas Advisory Services, LLC | 0.00% | New | 644 | $39K |
| Whipplewood Advisors, LLC | 0.02% | Add +3.6% | 604 | $37K |
| Berbice Capital Management LLC | 0.03% | No change | 600 | $36K |
| Raleigh Capital Management Inc. | 0.01% | New | 537 | $33K |
| Whittier Trust Co. | 0.00% | No change | 535 | $33K |
| HM Payson & Co. | 0.00% | Reduce -4.7% | 530 | $32K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 512 | $31K |
| Opal Wealth Advisors, LLC | 0.01% | New | 511 | $31K |
| Westside Investment Management, Inc. | 0.01% | New | 510 | $31K |
| Accent Capital Management, LLC | 0.01% | No change | 500 | $30K |
| Capital Analysts, LLC | 0.00% | Reduce -14.5% | 501 | $30K |
| GW&K Investment Management, LLC | 0.00% | No change | 499 | $30K |
| Smithfield Trust Co | 0.00% | Reduce -4.8% | 476 | $29K |
| TD Private Client Wealth LLC | 0.00% | Add +101.7% | 464 | $28K |
| NewSquare Capital LLC | 0.00% | Add +152.6% | 432 | $26K |
| CoreCap Advisors, LLC | 0.00% | Add +230.8% | 430 | $26K |
| Tortoise Investment Management, LLC | 0.00% | No change | 418 | $25K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 415 | $25K |
| Bessemer Group Inc. | 0.00% | Reduce -53.0% | 406 | $25K |
| Inlight Wealth Management, LLC | 0.01% | No change | 400 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Add +35.1% | 381 | $24K |
| Highline Wealth Partners LLC | 0.01% | No change | 386 | $23K |
| Harbour Investments, Inc. | 0.00% | No change | 361 | $22K |
| Arlington Trust Co LLC | 0.00% | No change | 335 | $20K |
| Fairscale Capital, LLC | 0.01% | New | 321 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Add +36.9% | 323 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +4.9% | 276 | $17K |
| DB Fitzpatrick & Co, Inc | 0.01% | Add +83.3% | 275 | $17K |
| Robinswood Financial LLC | 0.01% | No change | 266 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 254 | $15K |
| Binnacle Investments Inc | 0.01% | Add +121.6% | 246 | $15K |
| Atwood & Palmer Inc. | 0.00% | New | 233 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -86.2% | 227 | $14K |
| SouthState Bank Corp | 0.00% | No change | 223 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -63.7% | 219 | $13K |
| Trust Co. of Toledo NA | 0.00% | New | 214 | $13K |
| Federated Hermes, Inc. | 0.00% | No change | 203 | $12K |
| Zions Bancorporation, National Association | 0.00% | Reduce -0.5% | 203 | $12K |
| MRP Capital Investments, LLC | 0.01% | Reduce -50.0% | 200 | $12K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $12K |
| Summit Securities Group LLC | 0.00% | Reduce -77.8% | 200 | $12K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $12K |
| CX Institutional | 0.00% | No change | 205 | $12K |
| BankPlus Trust Department | 0.00% | No change | 192 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 191 | $12K |
| Valued Wealth Advisors LLC | 0.01% | No change | 189 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -5.0% | 189 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | New | 180 | $11K |
| Bare Financial Services, Inc | 0.00% | Add +417.6% | 176 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 169 | $10K |
| Roxbury Financial LLC | 0.01% | No change | 168 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 163 | $10K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 158 | $10K |
| Logan Capital Management Inc. | 0.00% | No change | 155 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Add +35.7% | 152 | $9K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 148 | $9K |
| Legacy Investment Solutions, LLC | 0.00% | — | 144 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 144 | $9K |
| CVA Family Office, LLC | 0.00% | Reduce -11.7% | 136 | $8K |
| Financial Connections Group, Inc. | 0.00% | No change | 143 | $8K |
| PrairieView Partners, LLC | 0.00% | No change | 135 | $8K |
| Golden State Wealth Management, LLC | 0.00% | Add +4.3% | 120 | $7K |
| AXA S.A. | 0.00% | Add +257.6% | 118 | $7K |
| Raffa Wealth Management, LLC | 0.00% | No change | 105 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 108 | $6K |
| Chesapeake Asset Management LLC | 0.01% | No change | 100 | $6K |
| CoreFirst Bank & Trust | 0.00% | New | 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 |
| FNY Investment Advisers, LLC | 0.00% | New | 100 | $6K |
| ORG Partners LLC | 0.00% | Add +188.2% | 98 | $6K |
| Stephens Consulting, LLC | 0.00% | New | 95 | $6K |
| WPG Advisers, LLC | 0.00% | No change | 93 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 90 | $5K |
| Sound Income Strategies, LLC | 0.00% | Reduce -38.2% | 84 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +2.5% | 83 | $5K |
| Archer Investment Corp | 0.00% | Add +4.0% | 79 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 79 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 69 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | New | 66 | $4K |
| 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 | $3K |
| Clean Yield Group | 0.00% | No change | 48 | $3K |
| Salomon & Ludwin, LLC | 0.00% | New | 47 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 45 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +2.3% | 44 | $3K |
| SWAN Capital LLC | 0.00% | New | 42 | $3K |
| Key Financial Inc | 0.00% | No change | 39 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 33 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 30 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 30 | $2K |
| Abound Wealth Management | 0.00% | Reduce -3.7% | 26 | $2K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 26 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 26 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 25 | $2K |
| Proathlete Wealth Management LLC | 0.00% | New | 16 | $972 |
| High Note Wealth, LLC | 0.00% | No change | 15 | $912 |
| Kilter Group LLC | 0.00% | New | 13 | $791 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -91.8% | 7 | $425 |
| Blume Capital Management, Inc. | 0.00% | New | 4 | $244 |
| Rakuten Securities, Inc. | 0.00% | Reduce -97.4% | 4 | $243 |
| Rise Advisors, LLC | 0.00% | No change | 2 | $138 |
| Alerus Financial NA | 0.00% | New | 1 | $61 |
"% 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.