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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,202
shares
|
$299,687
0.01% of portfolio
|
Q2 2020
Added 19.04%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,189
shares
|
$298,938
0.11% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
5,188
shares
|
$298,880
0.0% of portfolio
|
Q3 2024
Reduced 32.47%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,906
shares
|
$282,634
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
4,864
shares
|
$280,215
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
4,851
shares
|
$279,466
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,794
shares
|
$276,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
4,786
shares
|
$275,721
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,782
shares
|
$275,491
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,753
shares
|
$273,820
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,742
shares
|
$273,186
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
4,725
shares
|
$272,207
0.06% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
4,720
shares
|
$271,919
0.09% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,715
shares
|
$271,631
0.0% of portfolio
|
Q4 2024
Added 91.36%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,660
shares
|
$268,462
0.0% of portfolio
|
Q4 2024
Added 1065.0%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,637
shares
|
$267,137
0.08% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
4,627
shares
|
$266,561
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,624
shares
|
$266,388
0.05% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
4,578
shares
|
$263,738
0.07% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
4,531
shares
|
$261,030
0.02% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
4,350
shares
|
$250,603
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,286
shares
|
$246,916
0.01% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
4,261
shares
|
$245,476
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
4,241
shares
|
$244,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,118
shares
|
$237,237
0.02% of portfolio
|
Q4 2024
New holding
|