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Public ownership evidence

HSBC Holdings PLC (HSBC) Ownership Disclosures

Read HSBC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-08-262026-08-21Palomaki Daniel ScottA76Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-08-21 and its public availability date is 2026-08-26. Subtracting those calendar dates gives 5 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0002121311-26-000010 ↗13F 0002110329-26-000015 ↗13F 0002110329-26-000014 ↗

Recent Form 4 activity

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2026-08-262026-08-21Palomaki Daniel ScottA76Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29440$41,840None
Cornerstone Financial Management LLC2026-03-312026-08-29298$24,582None
Cornerstone Financial Management LLC2025-12-312026-08-29264$20,769None
Advisors Asset Management, Inc.2022-12-312026-08-28749$23,339None
Advisors Asset Management, Inc.2020-06-302026-08-2826,178$610,733None
Corient Private Wealth LP2026-06-302026-08-2815,680$1,491,013None
Corient Private Wealth LP2026-06-302026-08-2842,422$4,033,835None
Principia Wealth Advisory, LLC2026-06-302026-08-27266$25,294None
Principia Wealth Advisory, LLC2026-03-312026-08-27245$20,210None
Brown Financial Advisors2026-06-302026-08-273,239$307,997None
Advisors Asset Management, Inc.2024-03-312026-08-2724,866$978,726None
Advisors Asset Management, Inc.2025-03-312026-08-2736,039$2,069,720None
Advisors Asset Management, Inc.2022-09-302026-08-27150$4,000None
Advisors Asset Management, Inc.2020-12-312026-08-2719,051$494,000None
Advisors Asset Management, Inc.2023-06-302026-08-279,477$375,479None
Advisors Asset Management, Inc.2023-09-302026-08-2715,074$594,820None
Advisors Asset Management, Inc.2023-03-312026-08-273,420$116,725None
Advisors Asset Management, Inc.2021-03-312026-08-279,608$279,977None
Advisors Asset Management, Inc.2020-09-302026-08-2723,254$455,313None
Advisors Asset Management, Inc.2025-09-302026-08-2732,722$2,322,608None
Advisors Asset Management, Inc.2023-12-312026-08-2717,918$726,396None
Advisors Asset Management, Inc.2019-12-312026-08-2634,381$1,343,953None
Advisors Asset Management, Inc.2025-06-302026-08-2534,000$2,066,860None
Advisors Asset Management, Inc.2024-09-302026-08-2237,094$1,676,278None
Advisors Asset Management, Inc.2024-06-302026-08-2231,038$1,350,153None
Advisors Asset Management, Inc.2024-12-312026-08-2236,242$1,792,529None
Advisors Asset Management, Inc.2025-12-312026-08-2231,232$2,457,021None
Advisors Asset Management, Inc.2020-03-312026-08-2229,364$822,486None
Rehmann Capital Advisory Group2026-06-302026-08-214,217$401,081None
Jackson Wealth Management, LLC2026-06-302026-08-213,487$332,000None
Kingsview Wealth Management, LLC2026-06-302026-08-202,895$275,238None
Archer Investment Corp2026-06-302026-08-2083$7,849None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20200,940$19,107,413None
Beacon Pointe Advisors, LLC2026-06-302026-08-1911,708$1,113,355None
Advisors Asset Management, Inc.2019-03-312026-08-1947,016$1,907,909None
Advisors Asset Management, Inc.2019-09-302026-08-1931,276$1,196,933None
Advisors Asset Management, Inc.2019-06-302026-08-1940,108$1,674,108None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1910$1,000None
Papamarkou Wellner Asset Management inc.2026-06-302026-08-189,352$771,446None
Caitlin John, LLC2026-06-302026-08-1816$1,521None
Corient Private Wealth LP2026-06-302026-08-1866,049$5,689,430None
Pure Financial Advisors, LLC2026-06-302026-08-186,204$589,978None
Transamerica Financial Advisors, LLC2026-06-302026-08-18241$23,005None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1821,976$2,089,672None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1825$2,377None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1825$2,062None
Wiser Advisor Group LLC2026-06-302026-08-1841$3,899None
Equitable Holdings, Inc.2026-06-302026-08-184,969$472,467None
Legacy Wealth Advisors, LLC2026-06-302026-08-152,512$238,867None
Limestone Investment Advisors LP2026-06-302026-08-154,200$399,378Put

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Brown Financial Advisors ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.