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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

HSBC Holdings PLC: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-26
Trade date
2026-08-21
Reporting owners
Palomaki Daniel Scott
Code
A
Shares
76
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0002121311-26-000010
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HSBC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HSBC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete 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

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.

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