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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
26,822
shares
|
$1.91 Million
0.06% of portfolio
|
Q3 2025
Added 101.26%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,750
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
26,710
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 28.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
26,583
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Nov 04, 2025 Q3 2025 |
26,438
shares
|
$1.88 Million
1.77% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
26,410
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
25,779
shares
|
$1.84 Million
0.22% of portfolio
|
Q3 2025
Reduced 52.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
25,664
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
25,561
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.54%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
25,492
shares
|
$1.82 Million
0.46% of portfolio
|
Q3 2025
Added 262.26%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
25,447
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
25,369
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
25,313
shares
|
$1.8 Million
1.18% of portfolio
|
Q3 2025
Reduced 23.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
24,472
shares
|
$1.74 Million
0.12% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
24,308
shares
|
$1.73 Million
1.0% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,290
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.27%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
23,948
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
23,490
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 09, 2025 Q3 2025 |
23,336
shares
|
$1.66 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
23,300
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
23,218
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
23,057
shares
|
$1.64 Million
0.38% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,004
shares
|
$1.64 Million
0.09% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
23,000
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,818
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 44.87%
|
|