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 566 institutions that hold shares in the stock, with a total of 72.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
90
shares
|
$5,331
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
87
shares
|
$5,153
0.0% of portfolio
|
Q1 2025
Added 8600.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
85
shares
|
$5,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
85
shares
|
$5,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
81
shares
|
$4,798
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
79
shares
|
$4,679
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
79
shares
|
$4,679
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
76
shares
|
$4,502
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
76
shares
|
$4,502
0.01% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
69
shares
|
$4,087
0.0% of portfolio
|
Q1 2025
Reduced 20.69%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
61
shares
|
$3,613
0.0% of portfolio
|
Q1 2025
Reduced 47.41%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
55
shares
|
$3,258
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
54
shares
|
$3,198
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
52
shares
|
$3,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
51
shares
|
$3,021
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
51
shares
|
$3,021
0.0% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
50
shares
|
$2,962
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
49
shares
|
$2,902
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
48
shares
|
$2,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
46
shares
|
$2,725
0.0% of portfolio
|
Q1 2025
Added 155.56%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
45
shares
|
$2,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
43
shares
|
$2,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
39
shares
|
$2,310
0.0% of portfolio
|
Q2 2010
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
39
shares
|
$2,310
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
34
shares
|
$2,014
0.0% of portfolio
|
Q1 2025
New holding
|