HSBC — HSBC Hldgs PLC Institutional Holders · Q3 2026

Name: Who Owns HSBC? 34 Institutions Hold $19.5M (Q3 2026)
Creator: ko.io

Who owns HSBC Hldgs PLC (HSBC)? 34 institutions reported holding $19.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($6.0M), Farther Finance Advisors, LLC ($2.5M), Versant Capital Management, Inc ($1.9M).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$6.0M	60,734	Trimmed
2	Farther Finance Advisors, LLC	$2.5M	24,672	Added
3	Versant Capital Management, Inc	$1.9M	19,526	Added
4	GAMMA Investing LLC	$1.9M	19,307	Added
5	Legacy Wealth Asset Management, LLC	$1.1M	10,878	Trimmed
6	RIVERSEDGE ADVISORS, LLC	$846,121	8,520	Added
7	Monument Capital Management	$763,893	7,692	Added
8	Crumly & Associates Inc.	$723,672	7,287	Added
9	Wedmont Private Capital	$670,311	7,238	Added
10	Valeo Financial Advisors, LLC	$618,261	6,226	Added
11	Avidian Wealth Enterprises, LLC	$319,164	3,214	Added
12	Echo45 Advisors LLC	$308,953	3,111	Added
13	Rosenberg Matthew Hamilton	$269,428	2,713	Hold
14	Polaris Financial Partners	$253,000	2,542	New
15	Everhart Financial Group, Inc.	$236,457	2,381	Added
16	Boltwood Capital Management	$228,413	2,300	New
17	MOODY NATIONAL BANK TRUST DIVISION	$201,897	2,033	New
18	Grove Bank & Trust	$159,095	1,602	Added
19	CoreCap Advisors, LLC	$140,219	1,411	Trimmed
20	Acropolis Investment Management, LLC	$103,184	1,039	New
21	Retirement Wealth Solutions LLC	$36,447	367	Hold
22	Wealth Enhancement Trust Services, Inc.	$30,786	310	Trimmed
23	ATWOOD & PALMER INC	$23,140	233	Hold
24	ELEVATION WEALTH PARTNERS, LLC	$22,047	222	Hold
25	CX Institutional	$22,000	223	Hold

Source: SEC Form 13F filings · as of 2026-09-30