Filing Research | HSBC HLDGS PLC Institutional Holdings

Snapshot holdings

50 / 200 loaded

#		Instrument	quantity
1	COOKSON PEIRCE & CO INC	Shares	594.1KSH	$56.5M
2	Crossmark Global Holdings, Inc.	Shares	433.4KSH	$41.2M
3	ABC ARBITRAGE SA	Shares	283.6KSH	$27.0M
4	QRG CAPITAL MANAGEMENT, INC.	Shares	264.4KSH	$25.1M
5	FACTORY MUTUAL INSURANCE CO	Shares	77.6KSH	$7.4M
6	HENNESSY ADVISORS INC	Shares	70.9KSH	$6.7M
7	Gradient Investments LLC	Shares	63.6KSH	$6.0M
8	Generali Investments CEE, investicni spolecnost, a.s.	Shares	63.5KSH	$6.0M
9	Old Port Advisors	Shares	59.3KSH	$5.6M
10	Sequoia Financial Advisors, LLC	Shares	59.0KSH	$5.6M
11	SIGNATUREFD, LLC	Shares	57.1KSH	$5.4M
12	TrueMark Investments, LLC	Shares	48.1KSH	$4.6M
13	Catalyst Capital Advisors LLC	Shares	47.9KSH	$4.6M
14	DAVENPORT & Co LLC	Shares	44.4KSH	$4.2M
15	Aaron Wealth Advisors LLC	Shares	43.5KSH	$4.1M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.9KSH	$3.5M
17	Sowell Financial Services LLC	Shares	32.6KSH	$3.1M
18	Prospera Financial Services Inc	Shares	29.1KSH	$2.8M
19	Ted Buchan & Co	Shares	28.2KSH	$2.7M
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	25.3KSH	$2.4M
21	LVW Advisors, LLC	Shares	25.2KSH	$2.4M
22	Ballentine Partners, LLC	Shares	24.9KSH	$2.4M
23	FCG Investment Co	Shares	22.9KSH	$2.2M
24	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	22.7KSH	$2.2M
25	Farther Finance Advisors, LLC	Shares	22.6KSH	$2.2M
26	Aprio Wealth Management, LLC	Shares	21.9KSH	$2.1M
27	Abel Hall, LLC	Shares	20.1KSH	$1.9M
28	D.A. DAVIDSON & CO.	Shares	19.4KSH	$1.8M
29	Versant Capital Management, Inc	Shares	19.1KSH	$1.8M
30	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	18.9KSH	$1.8M
31	Merit Financial Group, LLC	Shares	17.7KSH	$1.7M
32	SBI Securities Co., Ltd.	Shares	17.5KSH	$1.7M
33	GAMMA Investing LLC	Shares	17.4KSH	$1.7M
34	GREENLEAF TRUST	Shares	17.3KSH	$1.6M
35	Henry James International Management Inc.	Shares	16.0KSH	$1.5M
36	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	14.9KSH	$1.4M
37	Y-Intercept (Hong Kong) Ltd	Shares	14.1KSH	$1.3M
38	NorthCrest Asset Manangement, LLC	Shares	13.5KSH	$1.3M
39	Sivia Capital Partners, LLC	Shares	13.6KSH	$1.3M
40	Trust Point Inc.	Shares	13.4KSH	$1.3M
41	Composition Wealth, LLC	Shares	12.5KSH	$1.2M
42	Linden Thomas Advisory Services, LLC	Shares	12.3KSH	$1.2M
43	Legacy Wealth Asset Management, LLC	Shares	11.2KSH	$1.1M
44	MISSION WEALTH MANAGEMENT, LP	Shares	10.5KSH	$1.0M
45	Themes Management Co LLC	Shares	10.4KSH	$985.8K
46	Five Oceans Advisors	Shares	10.4KSH	$985.2K
47	Traveka Wealth, LLC	Shares	10.1KSH	$963.5K
48	Venturi Wealth Management, LLC	Shares	10.0KSH	$949.1K
49	SeaBridge Investment Advisors LLC	Shares	9.5KSH	$906.1K
50	DRIVE WEALTH MANAGEMENT, LLC	Shares	9.5KSH	$905.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 207 loaded

#		Instrument
1	COOKSON PEIRCE & CO INC added	Shares	+257	+$7.5M	$56.5M
2	QRG CAPITAL MANAGEMENT, INC. added	Shares	+31.2K	+$5.9M	$25.1M
3	Crossmark Global Holdings, Inc. trimmed	Shares	-11.1K	+$4.5M	$41.2M
4	ABC ARBITRAGE SA added	Shares	+540	+$3.6M	$27.0M
5	FCG Investment Co new	Shares	+22.9K	+$2.2M	$2.2M
6	NorthCrest Asset Manangement, LLC new	Shares	+13.5K	+$1.3M	$1.3M
7	LVW Advisors, LLC added	Shares	+12.0K	+$1.3M	$2.4M
8	TrueMark Investments, LLC added	Shares	+6.1K	+$1.1M	$4.6M
9	Gradient Investments LLC added	Shares	+2.9K	+$1.0M	$6.0M
10	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$977.2K	$7.4M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.6K	+$884.3K	$3.5M
12	Generali Investments CEE, investicni spolecnost, a.s. added	Shares	+500	+$841.6K	$6.0M
13	Larry Mathis Financial Planning, LLC new	Shares	+8.5K	+$808.8K	$808.8K
14	HENNESSY ADVISORS INC trimmed	Shares	-1.3K	+$786.1K	$6.7M
15	Old Port Advisors added	Shares	+241	+$766.8K	$5.6M
16	Ted Buchan & Co added	Shares	+4.9K	+$761.2K	$2.7M
17	Sequoia Financial Advisors, LLC trimmed	Shares	-171	+$729.7K	$5.6M
18	SIGNATUREFD, LLC trimmed	Shares	-1.0K	+$636.0K	$5.4M
19	DAVENPORT & Co LLC added	Shares	+741	+$621.1K	$4.2M
20	Sivia Capital Partners, LLC added	Shares	+5.1K	+$592.9K	$1.3M
21	Aaron Wealth Advisors LLC added	Shares	+412	+$582.3K	$4.1M
22	Sowell Financial Services LLC added	Shares	+1.4K	+$526.2K	$3.1M
23	OLD NATIONAL BANCORP /IN/ new	Shares	+4.8K	+$461.1K	$461.1K
24	Catalyst Capital Advisors LLC trimmed	Shares	-2.0K	+$433.8K	$4.6M
25	Farther Finance Advisors, LLC added	Shares	+2.5K	+$428.7K	$2.2M
26	GAMMA Investing LLC added	Shares	+2.2K	+$398.4K	$1.7M
27	Abundance Wealth Counselors new	Shares	+4.2K	+$396.8K	$396.8K
28	Aprio Wealth Management, LLC added	Shares	+1.4K	+$394.9K	$2.1M
29	Merit Financial Group, LLC added	Shares	+1.5K	+$349.3K	$1.7M
30	Ballentine Partners, LLC added	Shares	+221	+$331.7K	$2.4M
31	Symmetry Partners, LLC new	Shares	+3.4K	+$327.0K	$327.0K
32	Focus Financial Network, Inc. new	Shares	+3.4K	+$322.6K	$322.6K
33	MITCHELL & PAHL PRIVATE WEALTH, LLC added	Shares	+244	+$306.4K	$2.2M
34	55 North Private Wealth, LLC added	Shares	+2.2K	+$289.6K	$836.2K
35	Prospera Financial Services Inc trimmed	Shares	-1.0K	+$284.4K	$2.8M
36	Interchange Capital Partners, LLC new	Shares	+3.0K	+$281.3K	$281.3K
37	Versant Capital Management, Inc added	Shares	+421	+$275.6K	$1.8M
38	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.7K	+$270.2K	$1.0M
39	Magnus Financial Group LLC new	Shares	+2.8K	+$265.0K	$265.0K
40	Abel Hall, LLC added	Shares	+79	+$259.7K	$1.9M
41	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-88	+$257.5K	$2.4M
42	Henry James International Management Inc. added	Shares	+647	+$255.3K	$1.5M
43	FIDUCIARY FINANCIAL GROUP, LLC new	Shares	+2.6K	+$250.3K	$250.3K
44	D.A. DAVIDSON & CO. trimmed	Shares	-85	+$237.1K	$1.8M
45	Revisor Wealth Management LLC new	Shares	+2.5K	+$235.1K	$235.1K
46	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+555	+$233.6K	$1.4M
47	Hidden Cove Wealth Management, LLC new	Shares	+2.4K	+$232.5K	$232.5K
48	Fragasso Financial Advisors Inc new	Shares	+2.4K	+$231.6K	$231.6K
49	Avidian Wealth Enterprises, LLC new	Shares	+2.4K	+$228.3K	$228.3K
50	Financial Solutions Advisory Group, Inc. new	Shares	+2.3K	+$228.3K	$228.3K

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