Who Owns HSBC Holdings PLC
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in HSBC Holdings PLC.
Who crossed 5% of HSBC →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gradient Investments LLCSPON ADR NEW60.7K shtrimmed | $6M |
| Farther Finance Advisors, LLCADR24.7K shadded | $2.5M |
| GAMMA Investing LLCADR19.3K shadded | $1.9M |
| Legacy Wealth Asset Management, LLCSPON ADR NEW10.9K shtrimmed | $1.1M |
| RIVERSEDGE ADVISORS, LLCSPON ADR NEW8.5K shadded | $846.1K |
| Monument Capital ManagementSPON ADR NEW7.7K shadded | $763.9K |
| Crumly & Associates Inc.SPON ADR NEW7.3K shadded | $723.7K |
| Wedmont Private CapitalSPON ADR NEW7.2K shadded | $670.3K |
| Valeo Financial Advisors, LLCADR6.2K shadded | $618.3K |
| Avidian Wealth Enterprises, LLCSPON ADR NEW3.2K shadded | $319.2K |
| Echo45 Advisors LLCSPON ADR NEW3.1K shadded | $309K |
| Rosenberg Matthew HamiltonADR2.7K shheld | $269.4K |
| Everhart Financial Group, Inc.SPON ADR NEW2.4K shadded | $236.5K |
| MOODY NATIONAL BANK TRUST DIVISIONSPON ADR NEW2K sh— | $201.9K |
| Grove Bank & TrustSPON ADR NEW1.6K shadded | $159.1K |
| CoreCap Advisors, LLCADR1.4K shtrimmed | $140.2K |
| Acropolis Investment Management, LLCSPON ADR NEW1K sh— | $103.2K |
| Retirement Wealth Solutions LLCSPON ADR NEW367 shheld | $36.4K |
| Wealth Enhancement Trust Services, Inc.SPON ADR NEW310 shheld | $30.8K |
| ATWOOD & PALMER INCCOM233 shheld | $23.1K |
| ELEVATION WEALTH PARTNERS, LLCSPON ADR NEW222 shheld | $22K |
| GK Wealth Management LLCSPON ADR NEW90 sh— | $8.9K |
| Trust CoADR68 shheld | $6.8K |
| EASTERN BANKSPON ADR NEW49 shheld | $4.9K |
| GILPIN WEALTH MANAGEMENT, LLCSPON ADR NEW16 sh— | $1.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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