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 521 institutions that hold shares in the stock, with a total of 52 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
606
shares
|
$33,384
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
604
shares
|
$33,274
0.0% of portfolio
|
Q1 2024
Added 175.8%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
590
shares
|
$32,503
0.01% of portfolio
|
Q2 2022
Reduced 68.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
589
shares
|
$32,448
0.0% of portfolio
|
Q4 2024
Added 342.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
586
shares
|
$32,282
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
572
shares
|
$31,511
0.0% of portfolio
|
Q4 2024
Added 40.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
571
shares
|
$31,456
0.0% of portfolio
|
Q4 2024
Added 58.17%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
561
shares
|
$30,905
0.0% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
556
shares
|
$30,630
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
535
shares
|
$29,473
0.0% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
512
shares
|
$28,206
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
500
shares
|
$27,545
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$27,545
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
500
shares
|
$27,545
0.0% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
499
shares
|
$27,489
0.0% of portfolio
|
Q1 2024
Added 27.62%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
493
shares
|
$27,159
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
485
shares
|
$26,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
448
shares
|
$24,680
0.02% of portfolio
|
Q4 2024
Reduced 19.71%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
443
shares
|
$24,404
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
418
shares
|
$23,027
0.0% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
400
shares
|
$22,036
0.02% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
366
shares
|
$20,162
0.0% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
365
shares
|
$20,107
0.0% of portfolio
|
Q4 2024
Added 45.42%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
336
shares
|
$18,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
335
shares
|
$18,455
0.0% of portfolio
|
Q1 2024
Reduced 11.61%
|