HTB HSBC Finance Corp. 6.875% Note
HSBC Finance Corp. 6.875% Note (HTB) Institutional Ownership
What the institutions did with HTB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 897.9K | 43.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 417.9K | 20.4% |
| Polaris Capital Management, LLC | 103.2K | 5.0% |
| BARCLAYS PLC | 101.7K | 5.0% |
| Rosenthal | Henry Capital Advisors, Inc. | 92.5K | 4.5% |
| SALZHAUER MICHAEL | 74.4K | 3.6% |
| Bank of New York Mellon Corp | 73.1K | 3.6% |
| Russell Investments Group, Ltd. | 55.0K | 2.7% |
| Y-Intercept (Hong Kong) Ltd | 26.4K | 1.3% |
| Creative Planning | 23.1K | 1.1% |
| Flywheel Private Wealth LLC | 22.0K | 1.1% |
| SummerHaven Investment Management, LLC | 18.7K | 0.9% |
| CITIGROUP INC | 18.6K | 0.9% |
| Concurrent Investment Advisors, LLC | 16.4K | 0.8% |
| EQUITABLE TRUST CO | 15.4K | 0.8% |
| DEUTSCHE BANK AG\ | 13.3K | 0.6% |
| ELCO Management Co., LLC | 11.7K | 0.6% |
| STRS OHIO | 9.7K | 0.5% |
| Squarepoint Ops LLC | 7.8K | 0.4% |
| AMG National Trust Bank | 7.0K | 0.3% |
| SENTINEL TRUST CO LBA | 6.3K | 0.3% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 5.7K | 0.3% |
| PRINCETON CAPITAL MANAGEMENT LLC | 5.0K | 0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.8K | 0.2% |
| Savant Capital, LLC | 4.7K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BARCLAYS PLC | Increased | 46.8K | 101.7K | +54.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 366.7K | 417.9K | +51.2K |
| Thrivent Financial for Lutherans | Sold Out | 43.4K | 0 | -43.4K |
| Rosenthal | Henry Capital Advisors, Inc. | Increased | 50.0K | 92.5K | +42.5K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 856.6K | 897.9K | +41.3K |
| Y-Intercept (Hong Kong) Ltd | Increased | 5.6K | 26.4K | +20.8K |
| SummerHaven Investment Management, LLC | New | 0 | 18.7K | +18.7K |
| Daytona Street Capital LLC | Reduced | 17.0K | 1.0K | -16.0K |
| Russell Investments Group, Ltd. | Increased | 39.8K | 55.0K | +15.2K |
| ANCHYRA PARTNERS LLC | Sold Out | 13.9K | 0 | -13.9K |
| Park Capital Management, LLC / WI | Sold Out | 12.0K | 0 | -12.0K |
| ALPS ADVISORS INC | Sold Out | 11.9K | 0 | -11.9K |
| ELCO Management Co., LLC | New | 0 | 11.7K | +11.7K |
| Symmetry Partners, LLC | Sold Out | 10.7K | 0 | -10.7K |
| Able Wealth Management LLC | Sold Out | 9.2K | 0 | -9.2K |
| Fifth Third Wealth Advisors LLC | Sold Out | 9.1K | 0 | -9.1K |
| HUB Investment Partners, LLC | Sold Out | 8.4K | 0 | -8.4K |
| STRS OHIO | Reduced | 15.6K | 9.7K | -5.9K |
| AIRE ADVISORS, LLC | Sold Out | 5.4K | 0 | -5.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 4.8K | +4.8K |
| Commonwealth Financial Services, LLC | Sold Out | 4.7K | 0 | -4.7K |
| Savant Capital, LLC | New | 0 | 4.7K | +4.7K |
| VestGen Advisors, LLC | Sold Out | 4.6K | 0 | -4.6K |
| Polaris Capital Management, LLC | Reduced | 107.7K | 103.2K | -4.5K |
| SALZHAUER MICHAEL | Reduced | 78.7K | 74.4K | -4.3K |
| CITIGROUP INC | Increased | 14.3K | 18.6K | +4.3K |
| Occidental Asset Management, LLC | Sold Out | 4.2K | 0 | -4.2K |
| AMG National Trust Bank | Reduced | 11.0K | 7.0K | -4.0K |
| EQUITABLE TRUST CO | Increased | 12.0K | 15.4K | +3.4K |
| Parallel Advisors, LLC | Reduced | 3.1K | 263 | -2.9K |
| Farther Finance Advisors, LLC | Reduced | 3.1K | 302 | -2.8K |
| Creative Planning | Increased | 20.6K | 23.1K | +2.6K |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 2.7K | 884 | -1.9K |
| DEUTSCHE BANK AG\ | Reduced | 15.1K | 13.3K | -1.9K |
| Parkside Financial Bank & Trust | New | 0 | 978 | +978 |
| Concurrent Investment Advisors, LLC | Increased | 15.5K | 16.4K | +921 |
| EverSource Wealth Advisors, LLC | Reduced | 806 | 126 | -680 |
| Fortitude Family Office, LLC | New | 0 | 517 | +517 |
| PRINCETON CAPITAL MANAGEMENT LLC | Reduced | 5.5K | 5.0K | -500 |
| Laurel Wealth Advisors LLC | New | 0 | 500 | +500 |
| Squarepoint Ops LLC | Reduced | 8.0K | 7.8K | -191 |
| Clearstead Advisors, LLC | Increased | 8 | 59 | +51 |
| Root Financial Partners, LLC | New | 0 | 39 | +39 |
| SJS Investment Consulting Inc. | New | 0 | 20 | +20 |
| TD PRIVATE CLIENT WEALTH LLC | New | 0 | 19 | +19 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | Increased | 5.7K | 5.7K | +18 |
| Bank of New York Mellon Corp | Increased | 73.1K | 73.1K | +16 |
| Pinnacle Wealth Planning Services, Inc. | Increased | 2.0K | 2.0K | +13 |
| Allworth Financial LP | Increased | 146 | 157 | +11 |
| Sterling Capital Management LLC | Reduced | 313 | 302 | -11 |
| Rossby Financial, LCC | New | 0 | 3 | +3 |
| GK Wealth Management LLC | New | 0 | 3 | +3 |
| GAMMA Investing LLC | Increased | 730 | 732 | +2 |
| Covestor Ltd | Increased | 7 | 9 | +2 |
| PNC Financial Services Group, Inc. | Reduced | 29 | 28 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.