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 640 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 |
|---|---|---|---|---|---|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
11,377
shares
|
$810,269
0.24% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
11,331
shares
|
$806,993
0.09% of portfolio
|
Q4 2025
Added 5.58%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,233
shares
|
$800,014
0.05% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,189
shares
|
$796,880
0.01% of portfolio
|
Q3 2025
Added 36.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,086
shares
|
$789,544
0.0% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,032
shares
|
$785,699
0.02% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
10,964
shares
|
$780,856
0.07% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
10,800
shares
|
$769,176
0.05% of portfolio
|
Q3 2025
Reduced 23.03%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
10,636
shares
|
$757,495
0.07% of portfolio
|
Q4 2025
Added 39.62%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,432
shares
|
$742,967
0.0% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
10,361
shares
|
$737,910
0.33% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
10,171
shares
|
$724,378
0.08% of portfolio
|
Q4 2025
Added 34.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
10,141
shares
|
$722,242
0.01% of portfolio
|
Q4 2025
Added 126.26%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
10,115
shares
|
$720,390
0.09% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
10,110
shares
|
$720,034
0.32% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
10,100
shares
|
$719,322
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
10,068
shares
|
$717,042
0.81% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
10,050
shares
|
$715,761
0.28% of portfolio
|
Q3 2025
Added 25.41%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,000
shares
|
$712,200
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$712,200
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
9,957
shares
|
$709,137
0.43% of portfolio
|
Q4 2025
Added 21.71%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
9,807
shares
|
$698,454
0.29% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,653
shares
|
$687,486
0.02% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
9,613
shares
|
$684,637
0.0% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,451
shares
|
$673,100
0.01% of portfolio
|
Q3 2025
Added 3.15%
|
|