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 |
|---|---|---|---|---|---|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
9,412
shares
|
$670,322
0.0% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
9,406
shares
|
$669,895
0.12% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
9,380
shares
|
$668,043
0.0% of portfolio
|
Q3 2025
Reduced 68.48%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
9,138
shares
|
$650,808
0.11% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,132
shares
|
$650,381
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,064
shares
|
$645,538
0.02% of portfolio
|
Q3 2025
Added 200.43%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,008
shares
|
$641,549
0.3% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
8,947
shares
|
$637,205
0.12% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,934
shares
|
$636,279
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
8,738
shares
|
$622,320
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
8,544
shares
|
$608,503
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8,543
shares
|
$608,432
0.05% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
8,504
shares
|
$605,654
0.26% of portfolio
|
Q4 2021
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
8,417
shares
|
$599,458
0.03% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8,309
shares
|
$591,766
0.0% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,290
shares
|
$590,413
0.0% of portfolio
|
Q3 2025
Added 32.28%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
8,262
shares
|
$588,419
0.02% of portfolio
|
Q4 2025
Added 5.05%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
8,186
shares
|
$583,006
0.04% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
8,096
shares
|
$576,597
0.03% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,083
shares
|
$575,671
0.06% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,045
shares
|
$572,964
0.33% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
8,015
shares
|
$570,828
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
7,850
shares
|
$559,077
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
7,741
shares
|
$551,314
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
7,740
shares
|
$551,242
0.13% of portfolio
|
Q3 2025
Added 1.24%
|
|