Institutional Ownership Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC). We have compiled data on the 634 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
11,377
shares
|
$810,269
0.24% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,233
shares
|
$800,014
0.05% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,189
shares
|
$796,880
0.01% of portfolio
|
Q3 2025
Added 36.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,086
shares
|
$789,544
0.0% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,032
shares
|
$785,699
0.02% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
10,964
shares
|
$780,856
0.07% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
10,800
shares
|
$769,176
0.05% of portfolio
|
Q3 2025
Reduced 23.03%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
10,732
shares
|
$764,333
0.08% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,432
shares
|
$742,967
0.0% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
10,361
shares
|
$737,910
0.33% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
10,115
shares
|
$720,390
0.09% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
10,105
shares
|
$719,678
0.32% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
10,100
shares
|
$719,322
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
10,068
shares
|
$717,042
0.81% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
10,050
shares
|
$715,761
0.28% of portfolio
|
Q3 2025
Added 25.41%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,000
shares
|
$712,200
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$712,200
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
9,807
shares
|
$698,454
0.29% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,653
shares
|
$687,486
0.02% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
9,613
shares
|
$684,637
0.0% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,451
shares
|
$673,100
0.01% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
9,412
shares
|
$670,322
0.0% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
9,406
shares
|
$669,895
0.12% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
9,380
shares
|
$668,043
0.0% of portfolio
|
Q3 2025
Reduced 68.48%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
9,138
shares
|
$650,808
0.11% of portfolio
|
Q3 2025
Reduced 6.64%
|
|