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 481 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.59 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
112
shares
|
$5,841
0.0% of portfolio
|
Q4 2022
Reduced 26.32%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
108
shares
|
$5,633
0.0% of portfolio
|
Q1 2024
Reduced 43.46%
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
105
shares
|
$5,476
0.0% of portfolio
|
Q3 2024
Added 17.98%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
105
shares
|
$5,476
0.0% of portfolio
|
Q3 2022
Reduced 66.35%
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$5,216
0.0% of portfolio
|
Q3 2022
New holding
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
100
shares
|
$5,216
0.0% of portfolio
|
Q4 2022
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$5,216
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$5,216
0.0% of portfolio
|
Q1 2023
Added 2500.0%
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
93
shares
|
$4,850
0.0% of portfolio
|
Q3 2024
Reduced 62.65%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
90
shares
|
$4,694
0.0% of portfolio
|
Q3 2023
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
87
shares
|
$4,537
0.0% of portfolio
|
Q2 2023
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
84
shares
|
$4,381
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
83
shares
|
$4,329
0.0% of portfolio
|
Q2 2024
Reduced 33.06%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$4,224
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
81
shares
|
$4,224
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
79
shares
|
$4,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
79
shares
|
$4,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
76
shares
|
$3,964
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
76
shares
|
$3,964
0.01% of portfolio
|
Q2 2024
Added 5.56%
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
64
shares
|
$3,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
57
shares
|
$2,973
0.0% of portfolio
|
Q4 2024
Reduced 81.55%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
55
shares
|
$2,868
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
54
shares
|
$2,816
0.0% of portfolio
|
Q4 2022
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
52
shares
|
$2,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
51
shares
|
$2,660
0.0% of portfolio
|
Q1 2024
New holding
|