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 563 institutions that hold shares in the stock, with a total of 72 Million shares, which have been reported (via 13F filing form) to have a value of $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
154
shares
|
$9,794
0.0% of portfolio
|
Q2 2024
Added 48.08%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
150
shares
|
$9,540
0.0% of portfolio
|
Q1 2022
Reduced 27.88%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
150
shares
|
$9,540
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
148
shares
|
$9,412
0.0% of portfolio
|
Q1 2022
Reduced 50.17%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
144
shares
|
$9,158
0.01% of portfolio
|
Q4 2024
Added 227.27%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
144
shares
|
$9,158
0.01% of portfolio
|
Q4 2024
Added 227.27%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
143
shares
|
$9,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
135
shares
|
$8,586
0.0% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
130
shares
|
$8,268
0.0% of portfolio
|
Q1 2025
Reduced 77.93%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
121
shares
|
$7,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
115
shares
|
$7,314
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
112
shares
|
$7,123
0.0% of portfolio
|
Q4 2022
Reduced 26.32%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
112
shares
|
$7,123
0.0% of portfolio
|
Q1 2025
Added 72.31%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
111
shares
|
$7,059
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
108
shares
|
$6,868
0.0% of portfolio
|
Q1 2024
Reduced 43.46%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
105
shares
|
$6,678
0.0% of portfolio
|
Q3 2022
Reduced 66.35%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$6,360
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$6,360
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
100
shares
|
$6,360
0.0% of portfolio
|
Q1 2023
Added 2500.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
100
shares
|
$6,360
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
98
shares
|
$6,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
98
shares
|
$6,232
0.0% of portfolio
|
Q2 2025
Added 188.24%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
93
shares
|
$5,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
91
shares
|
$5,787
0.0% of portfolio
|
Q1 2025
Reduced 29.46%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
90
shares
|
$5,724
0.0% of portfolio
|
Q3 2023
New holding
|