# HSBC HLDGS PLC (HSBC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HSBC/

- Reporting holders: 30
- Reported value: $19.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $6.0M | 60,734 | 0.1% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.5M | 24,672 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.9M | 19,526 | 0.2% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.9M | 19,307 | 0.1% | 12 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $1.1M | 10,878 | 0.2% | 17 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $846.1K | 8,520 | 0.1% | 8 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $763.9K | 7,692 | 0.2% | 5 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $723.7K | 7,287 | 0.1% | 18 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $670.3K | 7,238 | 0.0% | 11 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $618.3K | 6,226 | 0.0% | 15 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $319.2K | 3,214 | 0.0% | 2 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $309.0K | 3,111 | 0.1% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $269.4K | 2,713 | 0.0% | 27 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $236.5K | 2,381 | 0.0% | 2 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $228.4K | 2,300 | 0.1% | 1 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $201.9K | 2,033 | 0.0% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $159.1K | 1,602 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $140.2K | 1,411 | 0.0% | 9 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $103.2K | 1,039 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $36.4K | 367 | 0.0% | 5 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $30.8K | 310 | 0.0% | 4 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $23.1K | 233 | 0.0% | 6 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $22.0K | 222 | 0.0% | 2 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $16.7K | 168 | 0.0% | 8 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $15.2K | 153 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $19.2M |
| Q2 2026 | 725 | $8.9B |
| Q1 2026 | 648 | $7.5B |
| Q4 2025 | 625 | $7.2B |
| Q3 2025 | 566 | $6.3B |
| Q2 2025 | 522 | $5.2B |
| Q1 2025 | 512 | $4.6B |
| Q4 2024 | 477 | $3.0B |
| Q3 2024 | 433 | $2.7B |
| Q2 2024 | 426 | $2.6B |
| Q1 2024 | 416 | $2.9B |
| Q4 2023 | 426 | $3.1B |