Who holds HSBCticker 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 ↗

465

holders13F filers reporting this class for the quarter ended 2026-03-31

$4.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

256

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$15K–$50K

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed HSBC — the congressional view ↗