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 |
|---|---|---|---|---|---|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
72,432
shares
|
$5.16 Million
1.37% of portfolio
|
Q3 2025
New holding
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
72,000
shares
|
$5.13 Million
0.39% of portfolio
|
Q3 2025
Reduced 27.64%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
69,098
shares
|
$4.92 Million
0.14% of portfolio
|
Q1 2025
Added 111.15%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
69,037
shares
|
$4.92 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
68,535
shares
|
$4.88 Million
0.16% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
66,278
shares
|
$4.72 Million
0.0% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
63,774
shares
|
$4.54 Million
0.01% of portfolio
|
Q3 2025
Added 70.99%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
62,672
shares
|
$4.46 Million
0.14% of portfolio
|
Q2 2022
Added 10.38%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
62,625
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Added 34.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
61,429
shares
|
$4.37 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
61,104
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
60,083
shares
|
$4.28 Million
0.18% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
59,569
shares
|
$4.24 Million
0.1% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
59,261
shares
|
$4.22 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
59,233
shares
|
$4.22 Million
0.07% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
56,337
shares
|
$4.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 18.48%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
55,550
shares
|
$3.96 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
55,429
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2025
Added 968.41%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
54,876
shares
|
$3.91 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
54,855
shares
|
$3.91 Million
0.06% of portfolio
|
Q3 2025
Added 114.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
54,818
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2025
Added 70.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
54,104
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
Added 39.46%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
53,251
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.77%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
50,188
shares
|
$3.57 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
49,410
shares
|
$3.52 Million
0.09% of portfolio
|
Q3 2025
Added 63.43%
|
|