Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

HSBC HLDGS PLC · SPON ADR NEW · quarter ended 2026-03-31 · 12 members disclosed HSBC ↗

13F filers reporting this class for the quarter ended 2026-03-31: 465
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $4.5B
holders whose share count rose or who opened the position (new + add), by shares: 256
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 49

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of HSBC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	DIMENSIONAL FUND ADVISORS LP	$823M	9,972,221	−390,126	TRIM
2	MORGAN STANLEY	$632M	7,658,493	+174,610	ADD
3	FMR LLC	$312M	3,776,696	+634,668	ADD
4	NORTHERN TRUST CORP	$251M	3,047,482	+39,158	ADD
5	Sanders Capital, LLC	$232M	2,807,030	−80,440	TRIM
6	BlackRock, Inc.	$211M	2,563,845	−83,824	TRIM
7	BANK OF AMERICA CORP /DE/	$197M	2,385,883	+124,201	ADD
8	AMERICAN CENTURY COMPANIES INC	$138M	1,667,686	+227,442	ADD
9	ROYAL BANK OF CANADA	$108M	1,304,192	+192,133	ADD
10	Connor, Clark & Lunn Investment Management Ltd.	$77.3M	936,567	+220,842	ADD
11	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$52.3M	633,809	+43,146	ADD
12	UBS Group AG	$50.2M	608,194	+251,362	ADD
13	COOKSON PEIRCE & CO INC	$49.0M	593,877	−20,079	TRIM
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$47.8M	579,607	+94,139	ADD
15	RAYMOND JAMES FINANCIAL INC	$45.4M	551,177	−4,536	TRIM
16	Quantinno Capital Management LP	$43.4M	525,775	+90,711	ADD
17	RENAISSANCE TECHNOLOGIES LLC	$43.2M	524,122	+417,500	ADD
18	FIRST TRUST ADVISORS LP	$41.3M	500,505	+6,891	ADD
19	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	$39.7M	481,063	−784,593	TRIM
20	ENVESTNET ASSET MANAGEMENT INC	$38.7M	469,123	+120,131	ADD
21	WELLS FARGO & COMPANY/MN	$38.3M	464,649	−5,862	TRIM
22	Crossmark Global Holdings, Inc.	$36.7M	444,475	—	NO PRIOR
23	CITIGROUP INC	$34.2M	415,108	+392,404	ADD
24	LPL Financial LLC	$31.1M	377,367	−6,670	TRIM
25	BANK OF MONTREAL /CAN/	$27.8M	336,940	+190,565	ADD
26	AQR CAPITAL MANAGEMENT LLC	$27.1M	328,625	+33,569	ADD
27	Creative Planning	$26.1M	316,683	−1,495	TRIM
28	JANE STREET GROUP, LLC	$25.7M	312,086	+259,378	ADD
29	MILLENNIUM MANAGEMENT LLC	$25.6M	310,370	−219,024	TRIM
30	1832 Asset Management L.P.	$24.1M	291,683	−6,667	TRIM
31	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$21.3M	258,475	+228,037	ADD
32	HighTower Advisors, LLC	$21.1M	255,494	−10,955	TRIM
33	QRG CAPITAL MANAGEMENT, INC.	$19.2M	233,194	+8,972	ADD
34	Mariner, LLC	$18.0M	218,893	+13,706	ADD
35	Foresight Global Investors, Inc.	$17.4M	211,095	−82,260	TRIM
36	FRANKLIN RESOURCES INC	$17.4M	210,569	−50,333	TRIM
37	MERCER GLOBAL ADVISORS INC /ADV	$17.0M	206,234	+2,478	ADD
38	Beck Bode, LLC	$16.9M	204,934	+204,934	NEW
39	Qube Research & Technologies Ltd	$16.6M	201,660	−159,643	TRIM
40	Pathstone Holdings, LLC	$14.6M	176,236	+9,308	ADD
41	RITHOLTZ WEALTH MANAGEMENT	$14.4M	174,773	+14,013	ADD
42	CWM, LLC	$14.3M	173,240	−9,635	TRIM
43	US BANCORP \DE\	$14.2M	172,327	+6,378	ADD
44	American Assets Investment Management, LLC	$13.8M	166,918	0	NO CHANGE
45	TWO SIGMA INVESTMENTS, LP	$12.2M	148,299	+148,299	NEW
46	SEI INVESTMENTS CO	$11.7M	142,229	+4,453	ADD
47	OLD MISSION CAPITAL LLC	$11.4M	137,845	+90,520	ADD
48	Tredje AP-fonden	$11.0M	133,889	+47,020	ADD
49	Cerity Partners LLC	$10.7M	129,896	+9,644	ADD
50	Vanguard Personalized Indexing Management, LLC	$10.7M	129,488	−1,363	TRIM
51	Vident Advisory, LLC	$9.6M	116,003	+42,551	ADD
52	M&T BANK CORP	$9.5M	115,369	−4,927	TRIM
53	Manatuck Hill Partners, LLC	$8.9M	107,448	0	NO CHANGE
54	CITADEL ADVISORS LLC	$8.7M	104,866	+35,807	ADD
55	MML INVESTORS SERVICES, LLC	$8.6M	104,460	−18,909	TRIM
56	Orion Porfolio Solutions, LLC	$8.5M	102,919	+3,991	ADD
57	Brooklyn Investment Group	$8.4M	102,274	+26,088	ADD
58	Laird Norton Wetherby Trust Company, LLC	$8.4M	99,451	+1,941	ADD
59	STIFEL FINANCIAL CORP	$7.9M	95,295	−26,717	TRIM
60	TRUIST FINANCIAL CORP	$7.4M	89,375	+1,903	ADD
61	NATIONAL BANK OF CANADA /FI/	$7.2M	87,301	−28,327	TRIM
62	Callan Family Office, LLC	$6.6M	79,568	+1,110	ADD
63	FACTORY MUTUAL INSURANCE CO	$6.4M	77,552	0	NO CHANGE
64	Naviter Wealth, LLC	$6.4M	75,156	+2,954	ADD
65	Compound Planning, Inc.	$6.3M	75,875	+1,241	ADD
66	Americana Partners, LLC	$6.1M	74,548	+20,066	ADD
67	Cetera Investment Advisers	$6.1M	74,492	+4,991	ADD
68	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.9M	70,960	−3,418	TRIM
69	NewEdge Wealth, LLC	$5.6M	67,698	+3,834	ADD
70	Gradient Investments LLC	$5.0M	60,673	+33,115	ADD
71	Sequoia Financial Advisors, LLC	$4.9M	59,204	−2,519	TRIM
72	SIGNATUREFD, LLC	$4.8M	58,089	−784	TRIM
73	IEQ CAPITAL, LLC	$4.7M	56,648	+6,972	ADD
74	Vise Technologies, Inc.	$4.6M	58,865	0	NO CHANGE
75	Limestone Investment Advisors LP	$4.6M	56,037	0	NO CHANGE
76	Rockefeller Capital Management L.P.	$4.6M	55,786	+14,330	ADD
77	Grantham, Mayo, Van Otterloo & Co. LLC	$4.6M	55,390	−43,259	TRIM
78	CIBC WORLD MARKET INC.	$4.4M	53,905	+3,318	ADD
79	ASSETMARK, INC	$4.4M	53,273	+5,817	ADD
80	Corient Private Wealth LLC	$4.3M	52,749	−48,003	TRIM
81	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$4.2M	50,430	+41,140	ADD
82	Catalyst Capital Advisors LLC	$4.1M	49,900	−3,225	TRIM
83	WCG Wealth Advisors LLC	$3.6M	43,734	−9,967	TRIM
84	DAVENPORT & Co LLC	$3.6M	43,702	+3,295	ADD
85	Aaron Wealth Advisors LLC	$3.6M	43,102	+10,538	ADD
86	TrueMark Investments, LLC	$3.5M	41,955	+5,170	ADD
87	Stamos Capital Partners, L.P.	$3.2M	38,573	+1,158	ADD
88	Allspring Global Investments Holdings, LLC	$3.2M	37,589	+8,064	ADD
89	OSAIC HOLDINGS, INC.	$3.1M	37,223	−12,674	TRIM
90	Qtron Investments LLC	$3.0M	36,970	+19	ADD
91	&PARTNERS	$3.0M	35,190	+3,973	ADD
92	Y-Intercept (Hong Kong) Ltd	$3.0M	36,703	+36,703	NEW
93	Aquatic Capital Management LLC	$3.0M	36,677	+36,677	NEW
94	Focus Partners Wealth	$2.9M	33,961	+7,649	ADD
95	Advisors Asset Management, Inc.	$2.8M	34,119	+2,887	ADD
96	SCOTIA CAPITAL INC.	$2.8M	33,903	−10	TRIM
97	Summit Trail Advisors, LLC	$2.8M	33,754	+28,578	ADD
98	CIBC Asset Management Inc	$2.7M	33,642	−3,887	TRIM
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.6M	31,295	−6,482	TRIM
100	EXENCIAL WEALTH ADVISORS, LLC	$2.6M	31,948	+3,042	ADD
101	Sowell Financial Services LLC	$2.6M	31,258	−351	TRIM
102	MGO ONE SEVEN LLC	$2.5M	30,370	−2,067	TRIM
103	Prospera Financial Services Inc	$2.5M	30,125	−21,113	TRIM
104	CREDIT AGRICOLE S A	$2.5M	30,123	−6,855	TRIM
105	NewEdge Advisors, LLC	$2.5M	30,105	−802	TRIM
106	CHOREO, LLC	$2.3M	27,521	+1,209	ADD
107	Savant Capital, LLC	$2.3M	27,385	+2,518	ADD
108	Pekin Hardy Strauss, Inc.	$2.2M	27,108	−415	TRIM
109	QUADRANT CAPITAL GROUP LLC	$2.2M	27,074	−335	TRIM
110	Atria Investments, Inc	$2.2M	26,876	+3,953	ADD
111	COLDSTREAM CAPITAL MANAGEMENT INC	$2.2M	26,351	−1,736	TRIM
112	Smartleaf Asset Management LLC	$2.2M	27,434	+1,324	ADD
113	Checchi Capital Advisers, LLC	$2.2M	26,192	−362	TRIM
114	EVERGREEN CAPITAL MANAGEMENT LLC	$2.2M	25,421	+2,012	ADD
115	Kathmere Capital Management, LLC	$2.1M	25,654	+3,959	ADD
116	Sanctuary Advisors, LLC	$2.1M	25,105	+1,854	ADD
117	COMMONWEALTH EQUITY SERVICES, LLC	$2.1M	24,874	+297	ADD
118	Ballentine Partners, LLC	$2.0M	24,658	−477	TRIM
119	PZENA INVESTMENT MANAGEMENT LLC	$2.0M	23,950	+1,044	ADD
120	SAGESPRING WEALTH PARTNERS, LLC	$2.0M	23,662	+562	ADD
121	Vestmark Advisory Solutions, Inc.	$1.9M	23,427	−26,337	TRIM
122	Ted Buchan & Co	$1.9M	23,296	+1,057	ADD
123	OPPENHEIMER & CO INC	$1.9M	23,259	−1,096	TRIM
124	OPPENHEIMER ASSET MANAGEMENT INC.	$1.9M	22,863	+1,676	ADD
125	WESTWOOD HOLDINGS GROUP INC	$1.9M	22,720	+22,720	NEW
126	EVOLVE PRIVATE WEALTH, LLC	$1.9M	22,542	+1,356	ADD
127	ORLEANS CAPITAL MANAGEMENT CORP/LA	$1.9M	22,528	+965	ADD
128	Aperture Investors, LLC	$1.9M	22,528	+22,528	NEW
129	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.9M	22,511	+22,511	NEW
130	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.9M	22,478	−415	TRIM
131	TD Waterhouse Canada Inc.	$1.9M	21,714	−61,933	TRIM
132	Cornerstone Planning, LLC	$1.8M	22,085	+22,085	NEW
133	IMC-Chicago, LLC	$1.8M	21,948	+21,948	NEW
134	Dynasty Wealth Management, LLC	$1.8M	21,825	−1,429	TRIM
135	FOUNDERS FINANCIAL SECURITIES LLC	$1.8M	19,779	+785	ADD
136	MAI Capital Management	$1.7M	21,038	−887	TRIM
137	EARNEST PARTNERS LLC	$1.7M	20,995	−9,361	TRIM
138	Aprio Wealth Management, LLC	$1.7M	20,423	+628	ADD
139	Abel Hall, LLC	$1.7M	20,017	−2,319	TRIM
140	RBF Capital, LLC	$1.6M	20,000	−20,000	TRIM
141	DRW Securities, LLC	$1.6M	19,943	−16,954	TRIM
142	Clearstead Advisors, LLC	$1.6M	19,530	+19,530	NEW
143	D.A. DAVIDSON & CO.	$1.6M	19,464	+25	ADD
144	PCM Encore, LLC	$1.6M	19,142	+1,073	ADD
145	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	$1.6M	19,045	−3,890	TRIM
146	Marks Group Wealth Management, Inc	$1.6M	18,951	+212	ADD
147	Beacon Pointe Advisors, LLC	$1.5M	18,605	+12,830	ADD
148	FOUNDATIONS INVESTMENT ADVISORS, LLC	$1.5M	17,980	+739	ADD
149	GUGGENHEIM CAPITAL LLC	$1.5M	17,913	+1,706	ADD
150	PDS Planning, Inc	$1.4M	16,851	+228	ADD
151	Steward Partners Investment Advisory, LLC	$1.3M	16,222	+3,055	ADD
152	Frank, Rimerman Advisors LLC	$1.3M	16,160	−245	TRIM
153	Merit Financial Group, LLC	$1.3M	16,146	+363	ADD
154	Invesco Ltd.	$1.3M	16,042	+5,828	ADD
155	Soltis Investment Advisors LLC	$1.3M	15,213	+345	ADD
156	STATE STREET CORP	$1.3M	14,767	0	NO CHANGE
157	PROFUND ADVISORS LLC	$1.2M	14,590	−2,270	TRIM
158	HB Wealth Management, LLC	$1.2M	14,099	+1,742	ADD
159	Parallax Volatility Advisers, L.P.	$1.1M	12,642	−46,128	TRIM
160	Cherokee Insurance Co	$1.1M	13,545	0	NO CHANGE
161	Everstar Asset Management, LLC	$1.1M	13,515	+89	ADD
162	Ascent Group, LLC	$1.1M	13,489	+1,133	ADD
163	AssuredPartners Investment Advisors, LLC	$1.1M	12,997	−2,468	TRIM
164	LVW Advisors, LLC	$1.1M	13,277	+9,877	ADD
165	Private Advisor Group, LLC	$1.1M	13,222	−102	TRIM
166	Bleakley Financial Group, LLC	$1.1M	13,078	+517	ADD
167	Henshaw Capital LLC	$1.1M	12,880	—	NO PRIOR
168	Composition Wealth, LLC	$1.1M	12,874	−2,464	TRIM
169	NLB Skladi, upravljanje premozenja, d.o.o.	$1.1M	12,736	+1,550	ADD
170	SAGE RHINO CAPITAL LLC	$1.0M	12,560	+23	ADD
171	Cornerstone Select Advisors, LLC	$1.0M	12,488	−120	TRIM
172	Concurrent Investment Advisors, LLC	$1.0M	12,429	+4,711	ADD
173	May Hill Capital, LLC	$1.0M	12,386	−11,038	TRIM
174	Frec Markets, Inc.	$1.0M	12,190	+3,186	ADD
175	Everest Financial Group LLC	$995K	12,067	—	NO PRIOR
176	Themes Management Co LLC	$994K	12,052	−143	TRIM
177	Fiera Capital Corp	$990K	11,996	+1,012	ADD
178	Linden Thomas Advisory Services, LLC	$978K	11,862	+531	ADD
179	World Investment Advisors	$972K	11,780	+478	ADD
180	DELTA FINANCIAL ADVISORS LLC	$951K	11,534	0	NO CHANGE
181	Legacy Wealth Asset Management, LLC	$942K	11,421	−122	TRIM
182	Gryphon Financial Partners LLC	$941K	11,402	+1,231	ADD
183	Cordatus Wealth Management LLC	$937K	11,362	+47	ADD
184	Independent Advisor Alliance	$899K	10,900	−703	TRIM
185	Legacy Capital Group California, Inc.	$864K	10,476	−1,908	TRIM
186	CHELSEA COUNSEL CO	$856K	10,100	0	NO CHANGE
187	Five Oceans Advisors	$855K	10,361	0	NO CHANGE
188	Pinnacle Wealth Planning Services, Inc.	$849K	10,288	+20	ADD
189	Perigon Wealth Management, LLC	$845K	10,249	+108	ADD
190	Traveka Wealth, LLC	$834K	10,110	0	NO CHANGE
191	BLAIR WILLIAM & CO/IL	$812K	9,846	−146	TRIM
192	DRIVE WEALTH MANAGEMENT, LLC	$790K	9,322	+7	ADD
193	SeaBridge Investment Advisors LLC	$781K	9,469	−45	TRIM
194	West Family Investments, Inc.	$780K	9,455	−13,602	TRIM
195	DEUTSCHE BANK AG\	$776K	9,412	0	NO CHANGE
196	Papamarkou Wellner Asset Management inc.	$771K	9,352	+6,122	ADD
197	Wedmont Private Capital	$769K	8,520	+258	ADD
198	Westover Capital Advisors, LLC	$768K	9,313	+120	ADD
199	Optas, LLC	$767K	9,298	−127	TRIM
200	Lido Advisors, LLC	$764K	9,059	+733	ADD
201	COMMERCE BANK	$760K	9,212	+6,202	ADD
202	HighMark Wealth Management LLC	$743K	9,008	0	NO CHANGE
203	Mesirow Financial Investment Management, Inc.	$736K	8,916	+233	ADD
204	MISSION WEALTH MANAGEMENT, LP	$730K	8,852	−220	TRIM
205	Tepp RIA, LLC	$730K	8,849	−1,219	TRIM
206	Bridgewater Advisors Inc.	$729K	8,043	−195	TRIM
207	AE Wealth Management LLC	$723K	8,762	+535	ADD
208	American Trust Investment Advisors, LLC	$722K	8,755	+710	ADD
209	Allie Family Office LLC	$719K	8,504	0	NO CHANGE
210	Portside Wealth Group, LLC	$718K	8,702	+961	ADD
211	CenterStar Asset Management, LLC	$712K	8,632	+8,632	NEW
212	Sivia Capital Partners, LLC	$703K	8,526	−7,218	TRIM
213	ELEVATION POINT WEALTH PARTNERS, LLC	$695K	8,189	+2,044	ADD
214	Dynamic Advisor Solutions LLC	$667K	8,087	+346	ADD
215	Waverly Advisors, LLC	$666K	8,076	−133	TRIM
216	Ignite Planners, LLC	$654K	7,946	−332	TRIM
217	Wealthstar Advisors, LLC	$652K	7,903	−1,774	TRIM
218	GWN SECURITIES INC.	$649K	7,869	+503	ADD
219	WEALTH ALLIANCE, LLC	$648K	7,853	+1,281	ADD
220	DIVERSIFY WEALTH MANAGEMENT, LLC	$648K	7,254	+4,449	ADD
221	Cresset Asset Management, LLC	$647K	7,698	+2,121	ADD
222	Main Street Research LLC	$638K	7,733	+37	ADD
223	Monument Capital Management	$627K	7,601	+81	ADD
224	EARNED WEALTH ADVISORS, LLC	$616K	7,463	+286	ADD
225	COURIER CAPITAL LLC	$599K	7,266	−1,150	TRIM
226	Purkiss Capital Advisors LLC	$596K	7,227	+910	ADD
227	RIVERSEDGE ADVISORS, LLC	$596K	7,226	+154	ADD
228	Envestnet Portfolio Solutions, Inc.	$591K	7,163	−5,859	TRIM
229	Cromwell Holdings LLC	$590K	6,967	0	NO CHANGE
230	SmartHarvest Portfolios, LLC	$589K	7,138	−158	TRIM
231	OneDigital Investment Advisors LLC	$588K	7,133	+431	ADD
232	Crumly & Associates Inc.	$585K	7,097	−214	TRIM
233	LAZARD ASSET MANAGEMENT LLC	$585K	12,953	−177	TRIM
234	Allworth Financial LP	$584K	7,081	+469	ADD
235	New Republic Capital, LLC	$577K	6,995	−4,341	TRIM
236	South Shore Capital Advisors	$565K	6,850	+6,850	NEW
237	Gallacher Capital Management LLC	$563K	6,820	−3,270	TRIM
238	EP Wealth Advisors, LLC	$557K	6,753	−1,072	TRIM
239	55 North Private Wealth, LLC	$547K	6,626	+1,422	ADD
240	PRINCIPAL SECURITIES, INC.	$538K	6,516	+73	ADD
241	SEEDS INVESTOR LLC	$533K	5,829	+2,670	ADD
242	Net Worth Advisory Group	$526K	6,382	−84	TRIM
243	First Affirmative Financial Network	$523K	6,335	—	NO PRIOR
244	Medallion Wealth Advisors, LLC	$518K	6,280	—	NO PRIOR
245	Sonoma Private Wealth LLC	$513K	6,221	+235	ADD
246	ANCHYRA PARTNERS LLC	$507K	6,142	+584	ADD
247	FLPUTNAM INVESTMENT MANAGEMENT CO	$500K	6,065	+444	ADD
248	a16z Perennial Management, L.P.	$499K	6,052	−758	TRIM
249	XTX Topco Ltd	$499K	6,050	−26,259	TRIM
250	Kestra Advisory Services, LLC	$494K	5,986	−647	TRIM
251	ACORN CREEK CAPITAL LLC	$483K	5,853	+91	ADD
252	BENJAMIN EDWARDS INC	$473K	5,734	+271	ADD
253	Gibbs Wealth Management	$472K	5,720	+5,720	NEW
254	BSW Wealth Partners	$470K	5,693	−1,098	TRIM
255	Modern Wealth Management, LLC	$469K	5,489	+1,236	ADD
256	Avior Wealth Management, LLC	$465K	5,639	+709	ADD
257	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$465K	5,631	+1,718	ADD
258	SYM FINANCIAL Corp	$460K	5,580	+38	ADD
259	Choate Investment Advisors	$460K	5,580	+92	ADD
260	Moors & Cabot, Inc.	$454K	5,509	−769	TRIM
261	WATERS PARKERSON & CO., LLC	$454K	5,500	0	NO CHANGE
262	Pure Financial Advisors, LLC	$451K	5,468	+1,653	ADD
263	NORDEN GROUP LLC	$439K	5,323	+579	ADD
264	OneAscent Family Office, LLC	$433K	5,244	0	NO CHANGE
265	Equitable Holdings, Inc.	$428K	5,333	+5,333	NEW
266	XXI WEALTH, LLC	$428K	5,183	+2,473	ADD
267	HUB Investment Partners, LLC	$426K	5,163	+950	ADD
268	Focus Partners Advisor Solutions, LLC	$423K	5,130	+547	ADD
269	Tower Research Capital LLC (TRC)	$421K	5,107	−8,268	TRIM
270	Greenspring Advisors, LLC	$408K	4,944	+310	ADD
271	Werba Rubin Papier Wealth Management	$404K	4,901	−11	TRIM
272	Rehmann Capital Advisory Group	$402K	4,877	+793	ADD
273	Ascentis Independent Advisors	$402K	4,870	+12	ADD
274	Foster Group, Inc.	$401K	4,865	+89	ADD
275	Ashton Thomas Private Wealth, LLC	$392K	4,750	+480	ADD
276	Resonant Capital Advisors, LLC	$386K	4,535	+340	ADD
277	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$385K	4,668	−376	TRIM
278	BROWN ADVISORY INC	$383K	4,647	+4,647	NEW
279	EWA, LLC	$381K	4,623	+72	ADD
280	XPONANCE LLC	$379K	4,590	+375	ADD
281	Savvy Advisors, Inc.	$378K	4,584	+1,177	ADD
282	Flatrock Wealth Partners LLC	$375K	4,433	—	NO PRIOR
283	Farringdon Capital, Ltd.	$374K	4,535	−36,738	TRIM
284	180 WEALTH ADVISORS, LLC	$366K	4,431	−254	TRIM
285	Brucke Financial, Inc.	$357K	4,328	−5,629	TRIM
286	Manske Wealth Management	$350K	4,248	+50	ADD
287	Geneos Wealth Management Inc.	$348K	4,222	0	NO CHANGE
288	WealthTrust Axiom LLC	$336K	4,075	0	NO CHANGE
289	D'Orazio & Associates, Inc.	$333K	4,036	+72	ADD
290	Cornerstone Wealth Management, LLC	$332K	4,030	+94	ADD
291	EVOKE WEALTH, LLC	$332K	3,921	+144	ADD
292	Weil Company, Inc.	$330K	4,000	0	NO CHANGE
293	Texas Yale Capital Corp.	$330K	4,000	+100	ADD
294	Manchester Capital Management LLC	$328K	3,981	−111	TRIM
295	Voleon Capital Management LP	$328K	3,981	+3,981	NEW
296	Sunpointe, LLC	$327K	3,965	0	NO CHANGE
297	Freestone Capital Holdings, LLC	$326K	3,954	−50	TRIM
298	Westerkirk Capital Inc.	$326K	3,954	0	NO CHANGE
299	Safeguard Investment Advisory Group, LLC	$326K	3,950	−202	TRIM
300	Sovran Advisors, LLC	$320K	3,479	+318	ADD
301	Keel Point, LLC	$319K	3,865	−3,708	TRIM
302	Samalin Investment Counsel, LLC	$318K	3,857	−42	TRIM
303	Keebeck Wealth Management	$308K	3,728	+3,728	NEW
304	Curi Capital, LLC	$305K	3,698	+2	ADD
305	Tower Wealth Partners, Inc.	$304K	3,687	−2	TRIM
306	Argyle Capital Management, LLC	$301K	3,650	0	NO CHANGE
307	FOCUSED ALPHA, LLC	$300K	3,638	+3,638	NEW
308	TD ASSET MANAGEMENT INC	$297K	3,605	+3,605	NEW
309	Diversified Trust Co	$297K	3,595	+216	ADD
310	Syverson Strege & Co	$295K	3,581	−271	TRIM
311	Integrated Advisors Network LLC	$295K	3,571	+134	ADD
312	HBK Sorce Advisory LLC	$292K	3,241	+415	ADD
313	Hoxton Planning & Management, LLC	$292K	3,541	+197	ADD
314	Accuvest Global Advisors	$289K	3,502	+289	ADD
315	FIRST CITIZENS BANK & TRUST CO	$286K	3,462	−498	TRIM
316	Mattson Financial Services, LLC	$285K	3,459	+3,459	NEW
317	Aptus Capital Advisors, LLC	$281K	3,412	+126	ADD
318	Fulcrum Equity Management	$277K	3,352	0	NO CHANGE
319	Klingman & Associates, LLC	$274K	3,317	+374	ADD
320	August Group Capital Ltd	$273K	3,308	+246	ADD
321	Brown Financial Advisors	$271K	3,283	+3,283	NEW
322	ANGELES WEALTH MANAGEMENT, LLC	$270K	3,190	+3,190	NEW
323	Vontobel Holding Ltd.	$270K	3,270	0	NO CHANGE
324	FOUNDERS GROVE WEALTH PARTNERS, LLC	$264K	3,204	+3,204	NEW
325	Echo45 Advisors LLC	$263K	3,189	+227	ADD
326	Intergy Private Wealth, LLC	$263K	3,185	+283	ADD
327	PARTNERS WEALTH MANAGEMENT, LLC	$260K	3,150	0	NO CHANGE
328	Seed Wealth Management, Inc.	$258K	3,130	0	NO CHANGE
329	Arax Advisory Partners	$256K	3,099	−5,346	TRIM
330	Prosperity Consulting Group, LLC	$253K	3,061	+3,061	NEW
331	Impact Investors, Inc	$250K	3,033	+3,033	NEW
332	KESTRA PRIVATE WEALTH SERVICES, LLC	$248K	3,005	+144	ADD
333	INSIGNEO ADVISORY SERVICES, LLC	$247K	2,992	+89	ADD
334	Tranquilli Financial Advisor LLC	$238K	2,889	−101	TRIM
335	BAKER TILLY WEALTH MANAGEMENT, LLC	$238K	2,881	+222	ADD
336	GeoWealth Management, LLC	$234K	2,835	−10,753	TRIM
337	Tidal Investments LLC	$231K	2,795	−96	TRIM
338	Mayflower Financial Advisors, LLC	$229K	2,777	+2,777	NEW
339	VestGen Advisors, LLC	$229K	2,541	+2,541	NEW
340	STEPHENS INC /AR/	$223K	2,703	−1,019	TRIM
341	GUARDIAN CAPITAL LP	$221K	2,681	+2,681	NEW
342	Ariadne Wealth Management, LP	$221K	2,604	−51	TRIM
343	Addison Advisors LLC	$219K	2,653	+11	ADD
344	Federation des caisses Desjardins du Quebec	$217K	2,627	−31	TRIM
345	TrueWealth Financial Partners	$216K	2,621	+2,621	NEW
346	Warren Street Wealth Advisors, LLC	$214K	2,600	+2,600	NEW
347	Snowden Capital Advisors LLC	$214K	2,523	+2,523	NEW
348	Walkner Condon Financial Advisors LLC	$213K	2,586	+2,586	NEW
349	Walleye Capital LLC	$212K	2,574	+2,325	ADD
350	JCIC Asset Management Inc.	$212K	2,567	+40	ADD
351	Livet Wealth, LLC	$212K	2,566	+2,566	NEW
352	Braun-Bostich & Associates Inc.	$212K	2,565	−184	TRIM
353	Legacy Wealth Partners, LLC	$212K	2,565	0	NO CHANGE
354	Inscription Capital, LLC	$212K	2,564	+2,564	NEW
355	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$211K	2,337	+2,337	NEW
356	REGIONS FINANCIAL CORP	$210K	2,547	0	NO CHANGE
357	Elser Financial Planning, Inc	$209K	2,500	+2,500	NEW
358	Avantax Planning Partners, Inc.	$209K	2,536	+2,536	NEW
359	Diversified Enterprises, LLC	$209K	2,534	−9	TRIM
360	Rothschild Wealth LLC	$208K	2,519	+2,519	NEW
361	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$206K	2,500	+2,500	NEW
362	Alvarez & Marsal Private Wealth Partners, LLC	$203K	2,390	+2,390	NEW
363	U.S. Capital Wealth Advisors, LLC	$201K	2,438	+2,438	NEW
364	Baird Financial Group, Inc.	$200K	2,429	+2,429	NEW
365	Owl Creek Wealth Partners LLC	$190K	2,299	—	NO PRIOR
366	Walleye Trading LLC	$175K	2,123	+2,123	NEW
367	FIFTH THIRD BANCORP	$159K	1,924	+333	ADD
368	Grove Bank & Trust	$132K	1,600	+10	ADD
369	JFS WEALTH ADVISORS, LLC	$125K	1,513	−177	TRIM
370	UMB Bank, n.a.	$124K	1,501	−87	TRIM
371	SUMMIT SECURITIES GROUP LLC	$124K	1,500	+1,300	ADD
372	Global Assets Advisory, LLC	$122K	1,474	+1,474	NEW
373	Blue Trust, Inc.	$107K	1,296	−395	TRIM
374	Parkside Financial Bank & Trust	$97.3K	1,180	+24	ADD
375	Larson Financial Group LLC	$91.4K	1,108	+356	ADD
376	AlphaCore Capital LLC	$87.4K	1,059	−9,932	TRIM
377	HM PAYSON & CO	$87.3K	1,058	0	NO CHANGE
378	GROUP ONE TRADING LLC	$76.8K	931	−7,700	TRIM
379	EDMOND DE ROTHSCHILD HOLDING S.A.	$74.8K	907	0	NO CHANGE
380	True Wealth Design, LLC	$74.2K	900	+120	ADD
381	Spire Wealth Management	$70.5K	855	−12	TRIM
382	Intentional Wealth Strategies, LLC	$67.7K	821	—	NO PRIOR
383	MCF Advisors LLC	$56.8K	689	—	NO PRIOR
384	Annis Gardner Whiting Capital Advisors, LLC	$44.9K	544	0	NO CHANGE
385	Triumph Capital Management	$44.5K	527	+239	ADD
386	MATHER GROUP, LLC.	$42.5K	515	+515	NEW
387	FINANCIAL CONSULATE, INC	$40.9K	495	+321	ADD
388	Frazier Financial Advisors, LLC	$39.6K	480	+65	ADD
389	JPL Wealth Management, LLC	$38.4K	466	+466	NEW
390	SJS Investment Consulting Inc.	$35.1K	426	0	NO CHANGE
391	NATIXIS ADVISORS, LLC	$33.6K	406,801	−327	TRIM
392	Bell Investment Advisors, Inc	$33.4K	405	+22	ADD
393	Measured Wealth Private Client Group, LLC	$30.4K	369	0	NO CHANGE
394	Retirement Wealth Solutions LLC	$30.3K	367	−52	TRIM
395	SHP Wealth Management	$25.7K	312	−222	TRIM
396	Wealth Enhancement Trust Services, Inc.	$25.6K	310	0	NO CHANGE
397	Physician Wealth Advisors, Inc.	$23.8K	289	+6	ADD
398	MASECO LLP	$22.6K	274	+274	NEW
399	Opal Wealth Advisors, LLC	$21.9K	265	+265	NEW
400	Transamerica Financial Advisors, LLC	$20.2K	237	−92	TRIM
401	MRP Capital Investments, LLC	$16.5K	200	0	NO CHANGE
402	Valued Wealth Advisors LLC	$16.0K	189	0	NO CHANGE
403	Signature Equity Partners, LLC	$15.9K	193	+193	NEW
404	Key FInancial Inc	$15.7K	190	+151	ADD
405	Cassaday & Co Wealth Management LLC	$15.1K	184	+184	NEW
406	American Capital Advisory, LLC	$14.0K	170	+125	ADD
407	Kingdom Financial Group LLC.	$14.0K	170	+169	ADD
408	Center for Financial Planning, Inc.	$13.4K	163	0	NO CHANGE
409	Vermillion Wealth Management, Inc.	$13.2K	160	0	NO CHANGE
410	FEDERATED HERMES, INC.	$13.1K	159	−12	TRIM
411	MV CAPITAL MANAGEMENT, INC.	$13.0K	158	+122	ADD
412	HHM Wealth Advisors, LLC	$13.0K	158	0	NO CHANGE
413	DUNCKER STREETT & CO INC	$12.2K	148	0	NO CHANGE
414	CVA Family Office, LLC	$11.2K	136	0	NO CHANGE
415	Dogwood Wealth Management LLC	$10.3K	125	+109	ADD
416	Rachor Investment Advisory Services, LLC	$9.9K	120	0	NO CHANGE
417	Legacy Wealth Managment, LLC/ID	$9.2K	111	0	NO CHANGE
418	XY Capital Ltd	$9.2K	111	+78	ADD
419	Costello Asset Management, INC	$8.2K	100	−100	TRIM
420	HOEY INVESTMENTS, INC	$8.2K	100	0	NO CHANGE
421	Acumen Wealth Advisors, LLC	$8.2K	98	+33	ADD
422	WPG Advisers, LLC	$7.7K	93	0	NO CHANGE
423	Burk Holdings LLC	$7.3K	88	+88	NEW
424	HRT FINANCIAL LP	$7.2K	86,944	−89,420	TRIM
425	Destiny Wealth Partners, LLC	$5.9K	72	+72	NEW
426	Three Bearings Fiduciary Advisors, Inc.	$5.9K	70	—	NO PRIOR
427	CALDWELL SUTTER CAPITAL, INC.	$5.7K	69	0	NO CHANGE
428	Truvestments Capital LLC	$5.4K	65	+65	NEW
429	Kilter Group LLC	$4.5K	55	0	NO CHANGE
430	Godfrey Financial Associates, Inc.	$4.5K	55	0	NO CHANGE
431	WealthCollab, LLC	$4.3K	52	0	NO CHANGE
432	Murphy & Mullick Capital Management Corp	$4.3K	52	+52	NEW
433	New England Capital Financial Advisors LLC	$4.1K	50	0	NO CHANGE
434	MidFirst Bank	$3.8K	46	+46	NEW
435	GHP Investment Advisors, Inc.	$3.6K	44	+44	NEW
436	BROWN, LISLE/CUMMINGS, INC.	$3.6K	44	0	NO CHANGE
437	PARK AVENUE SECURITIES LLC	$3.5K	42,954	+42,954	NEW
438	Stone House Investment Management, LLC	$3.4K	41	+30	ADD
439	Beaird Harris Wealth Management, LLC	$3.3K	40	0	NO CHANGE
440	JNBA Financial Advisors	$3.2K	39	0	NO CHANGE
441	Glen Eagle Advisors, LLC	$3.2K	39	+8	ADD
442	Rakuten Securities, Inc.	$3.1K	38	−16	TRIM
443	Crewe Advisors LLC	$3.0K	36	−12	TRIM
444	Westfuller Advisors, LLC	$2.9K	35	0	NO CHANGE
445	Wilmington Savings Fund Society, FSB	$2.8K	34	0	NO CHANGE
446	Asset Dedication, LLC	$2.8K	34	+34	NEW
447	CENTRAL TRUST Co	$2.5K	30	−5	TRIM
448	Financial Network Wealth Advisors LLC	$2.4K	29	—	NO PRIOR
449	ACADIAN ASSET MANAGEMENT LLC	$2.3K	27,902	−24,836	TRIM
450	TD Capital Management LLC	$1.9K	23	0	NO CHANGE
451	Abound Wealth Management	$1.7K	21	−49	TRIM
452	Virtu Financial LLC	$1.6K	19,960	+6,160	ADD
453	Caitlin John, LLC	$1.3K	16	0	NO CHANGE
454	Nvest Wealth Strategies, Inc.	$825	10	+10	NEW
455	THRIVENT FINANCIAL FOR LUTHERANS	$675	8,264	+716	ADD
456	NATURAL INVESTMENTS, LLC	$601	7,290	−82	TRIM
457	TOTH FINANCIAL ADVISORY CORP	$495	6	0	NO CHANGE
458	GSA CAPITAL PARTNERS LLP	$453	5,486	+5,486	NEW
459	ALERUS FINANCIAL NA	$82	1	0	NO CHANGE
460	Smithfield Trust Co	$47	564	0	NO CHANGE
461	Capital Analysts, LLC	$26	318	−35	TRIM
462	VALLEY NATIONAL ADVISERS INC	$16	200	0	NO CHANGE
463	Financial Connections Group, Inc.	$11	143	0	NO CHANGE
464	Penserra Capital Management LLC	$9	117	−45	TRIM
465	NOMURA ASSET MANAGEMENT CO LTD	$0	0	0	NO CHANGE
466	GLENMEDE TRUST CO NA	—	—	−27,777	EXIT
467	HARBOUR INVESTMENTS, INC.	—	—	−669	EXIT
468	StoneX Group Inc.	—	—	−4,037	EXIT
469	OSTERWEIS CAPITAL MANAGEMENT INC	—	—	−191	EXIT
470	BRANDES INVESTMENT PARTNERS, LP	—	—	−10,175	EXIT
471	WEXFORD CAPITAL LP	—	—	−3,141	EXIT
472	RATIONAL ADVISORS, INC.	—	—	−9,800	EXIT
473	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	—	—	−12,030	EXIT
474	BALYASNY ASSET MANAGEMENT L.P.	—	—	−84,943	EXIT
475	Hilltop Holdings Inc.	—	—	−4,848	EXIT
476	CIBC Private Wealth Group LLC	—	—	−854	EXIT
477	Bangor Savings Bank	—	—	−104	EXIT
478	B. Riley Wealth Advisors, Inc.	—	—	−2,547	EXIT
479	TWO SIGMA ADVISERS, LP	—	—	−143,600	EXIT
480	FOX RUN MANAGEMENT, L.L.C.	—	—	−7,302	EXIT
481	FineMark National Bank & Trust	—	—	−6,200	EXIT
482	Caprock Group, LLC	—	—	−65,429	EXIT
483	Engineers Gate Manager LP	—	—	−26,834	EXIT
484	Mork Capital Management, LLC	—	—	−20,300	EXIT
485	Wealthspire Advisors, LLC	—	—	−6,302	EXIT
486	Clarius Group, LLC	—	—	−10,800	EXIT
487	NorthCoast Asset Management LLC	—	—	−21,180	EXIT
488	Schonfeld Strategic Advisors LLC	—	—	−49,430	EXIT
489	Lester Murray Antman dba SimplyRich	—	—	−12,445	EXIT
490	Quaker Wealth Management, LLC	—	—	−34	EXIT
491	CreativeOne Wealth, LLC	—	—	−4,045	EXIT
492	Brio Consultants, LLC	—	—	−2,547	EXIT
493	Global Retirement Partners, LLC	—	—	−23,814	EXIT
494	Main Street Financial Solutions, LLC	—	—	−2,933	EXIT
495	CERTUITY, LLC	—	—	−4,496	EXIT
496	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	—	—	−3,358	EXIT
497	State of Wyoming	—	—	−814	EXIT
498	Sage Mountain Advisors LLC	—	—	−4,711	EXIT
499	AlTi Global, Inc.	—	—	−4,798	EXIT
500	Interchange Capital Partners, LLC	—	—	−3,007	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · HSBC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $15K–$50K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HSBC HLDGS PLC

Merged timeline of congressional filings and notable-manager moves on HSBC
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed HSBC — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).