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 633 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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
40
shares
|
$2,848
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
39
shares
|
$2,777
0.0% of portfolio
|
Q2 2010
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
39
shares
|
$2,777
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
36
shares
|
$2,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
35
shares
|
$2,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
34
shares
|
$2,421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
30
shares
|
$2,136
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
30
shares
|
$2,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
26
shares
|
$1,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
26
shares
|
$1,851
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
21
shares
|
$1,495
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
20
shares
|
$1,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
19
shares
|
$1,353
0.0% of portfolio
|
Q3 2025
Reduced 78.89%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
18
shares
|
$1,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
16
shares
|
$1,139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
15
shares
|
$1,068
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
13
shares
|
$925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
12
shares
|
$854
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
11
shares
|
$783
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
11
shares
|
$783
0.0% of portfolio
|
Q3 2022
Reduced 47.62%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
8
shares
|
$569
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
7
shares
|
$498
0.0% of portfolio
|
Q2 2025
Reduced 91.76%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
6
shares
|
$427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
6
shares
|
$427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
2
shares
|
$142
0.0% of portfolio
|
Q1 2025
Reduced 99.79%
|
|