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 478 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,220
shares
|
$355,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,201
shares
|
$354,649
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
7,148
shares
|
$352,039
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
6,967
shares
|
$343,124
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,924
shares
|
$341,007
0.0% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,828
shares
|
$336,279
0.02% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
6,771
shares
|
$333,471
0.08% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
6,740
shares
|
$331,945
0.01% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
6,662
shares
|
$328,103
0.0% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,660
shares
|
$328,005
0.0% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
6,637
shares
|
$326,872
0.0% of portfolio
|
Q3 2024
Reduced 54.32%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
6,592
shares
|
$324,656
0.06% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,424
shares
|
$316,382
0.01% of portfolio
|
Q4 2023
Added 11.74%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
6,385
shares
|
$314,461
0.45% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
6,309
shares
|
$310,718
0.1% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,272
shares
|
$308,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,266
shares
|
$308,600
0.01% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
6,221
shares
|
$306,384
0.18% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,194
shares
|
$305,054
0.03% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
6,075
shares
|
$299,193
0.03% of portfolio
|
Q3 2024
Added 28.84%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,015
shares
|
$296,238
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,006
shares
|
$295,795
0.07% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
5,900
shares
|
$290,575
0.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,895
shares
|
$290,328
0.01% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,826
shares
|
$286,930
0.0% of portfolio
|
Q3 2024
New holding
|