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 475 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,129
shares
|
$51,866
0.0% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,073
shares
|
$49,293
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,006
shares
|
$46,215
0.0% of portfolio
|
Q1 2023
Added 40.11%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
918
shares
|
$42,172
0.02% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
907
shares
|
$41,667
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
831
shares
|
$38,176
0.0% of portfolio
|
Q3 2024
Added 25.15%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
817
shares
|
$37,532
0.0% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
809
shares
|
$37,165
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
800
shares
|
$36,752
0.01% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
775
shares
|
$35,603
0.0% of portfolio
|
Q3 2024
Added 138.46%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
757
shares
|
$34,776
0.0% of portfolio
|
Q4 2019
Reduced 6.77%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
693
shares
|
$31,836
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
689
shares
|
$31,652
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
677
shares
|
$31,101
0.0% of portfolio
|
Q1 2024
Reduced 27.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
643
shares
|
$29,539
0.0% of portfolio
|
Q2 2024
Reduced 76.02%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
613
shares
|
$28,161
0.0% of portfolio
|
Q4 2023
Reduced 44.63%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
604
shares
|
$27,747
0.0% of portfolio
|
Q1 2024
Added 175.8%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
595
shares
|
$27,334
0.0% of portfolio
|
Q3 2024
Reduced 90.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
591
shares
|
$27,150
0.0% of portfolio
|
Q3 2024
Added 24.68%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
590
shares
|
$27,104
0.01% of portfolio
|
Q2 2022
Reduced 68.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
586
shares
|
$26,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
558
shares
|
$25,634
0.02% of portfolio
|
Q3 2024
Reduced 39.68%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
556
shares
|
$25,542
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
535
shares
|
$24,577
0.0% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
512
shares
|
$23,521
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|