Who Owns HSBC HLDGS PLC (HSBC)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $17.3M of HSBC HLDGS PLC (HSBC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($6.0M), Versant Capital Management, Inc ($1.8M), FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. ($1.8M), GAMMA Investing LLC ($1.7M), TRUST POINT INC. ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Gradient Investments LLC | $6.0M | 63,621 | Added |
| 2 | Versant Capital Management, Inc | $1.8M | 19,118 | Added |
| 3 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $1.8M | 18,850 | Trimmed |
| 4 | GAMMA Investing LLC | $1.7M | 17,390 | Added |
| 5 | TRUST POINT INC. | $1.3M | 13,421 | Added |
| 6 | 55 North Private Wealth, LLC | $836,241 | 8,794 | Added |
| 7 | Dynamic Advisor Solutions LLC | $697,010 | 7,330 | Trimmed |
| 8 | Crumly & Associates Inc. | $674,854 | 7,097 | Hold |
| 9 | Valeo Financial Advisors, LLC | $591,557 | 6,221 | Added |
| 10 | Foster Group, Inc. | $461,472 | 4,853 | Trimmed |
| 11 | 180 WEALTH ADVISORS, LLC | $388,369 | 4,084 | Trimmed |
| 12 | Avior Wealth Management, LLC | $357,253 | 3,757 | Trimmed |
| 13 | TL Private Wealth | $200,200 | 2,055 | New |
| 14 | CoreCap Advisors, LLC | $188,747 | 1,985 | Added |
| 15 | Grove Bank & Trust | $151,573 | 1,594 | Trimmed |
| 16 | Retirement Wealth Solutions LLC | $34,899 | 367 | Hold |
| 17 | ATWOOD & PALMER INC | $22,156 | 233 | Hold |
| 18 | ELEVATION WEALTH PARTNERS, LLC | $21,110 | 222 | New |
| 19 | CX Institutional | $21,000 | 223 | Hold |
| 20 | Dogwood Wealth Management LLC | $17,116 | 180 | Added |
| 21 | Roxbury Financial LLC | $15,989 | 168 | Hold |
| 22 | Arlington Trust Co LLC | $14,073 | 148 | Hold |
| 23 | FNY Investment Advisers, LLC | $9,000 | 100 | New |
| 24 | Kozak & Associates, Inc. | $7,569 | 79 | Hold |
| 25 | EASTERN BANK | $4,659 | 49 | New |
Source: SEC Form 13F filings · as of 2026-06-30