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 634 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
93
shares
|
$6,623
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
90
shares
|
$6,409
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
85
shares
|
$6,053
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
84
shares
|
$5,982
0.0% of portfolio
|
Q2 2025
Reduced 38.24%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
83
shares
|
$5,911
0.0% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
80
shares
|
$5,697
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
79
shares
|
$5,626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
69
shares
|
$4,914
0.0% of portfolio
|
Q1 2025
Reduced 20.69%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
68
shares
|
$4,842
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
67
shares
|
$4,771
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
66
shares
|
$4,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
55
shares
|
$3,917
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
54
shares
|
$3,845
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
52
shares
|
$3,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
51
shares
|
$3,632
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
50
shares
|
$3,561
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
50
shares
|
$3,561
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
50
shares
|
$3,561
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
50
shares
|
$3,561
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
49
shares
|
$3,489
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
48
shares
|
$3,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
45
shares
|
$3,204
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
45
shares
|
$3,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
44
shares
|
$3,133
0.0% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
41
shares
|
$2,920
0.0% of portfolio
|
Q3 2025
New holding
|
|