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 525 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,635
shares
|
$382,242
0.53% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,633
shares
|
$382,127
0.03% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,424
shares
|
$370,086
0.01% of portfolio
|
Q4 2023
Added 11.74%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
6,333
shares
|
$364,844
0.07% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,194
shares
|
$356,836
0.03% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,127
shares
|
$352,976
0.05% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,932
shares
|
$341,742
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
5,931
shares
|
$341,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
5,929
shares
|
$341,569
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
5,889
shares
|
$339,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,857
shares
|
$337,421
0.08% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,853
shares
|
$337,191
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
5,795
shares
|
$333,849
0.04% of portfolio
|
Q4 2024
Reduced 35.82%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
5,724
shares
|
$329,759
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
5,600
shares
|
$322,616
0.0% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Feb 12, 2025 Q4 2024 |
5,600
shares
|
$322,616
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
5,540
shares
|
$319,159
0.14% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,537
shares
|
$318,986
0.0% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,530
shares
|
$318,583
0.0% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
5,500
shares
|
$316,855
0.01% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,420
shares
|
$312,246
0.01% of portfolio
|
Q4 2024
Added 43.31%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
5,405
shares
|
$311,382
0.17% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,325
shares
|
$306,773
0.0% of portfolio
|
Q4 2024
Added 97.81%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,228
shares
|
$301,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,208
shares
|
$300,032
0.01% of portfolio
|
Q4 2024
Reduced 6.43%
|