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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,637
shares
|
$543,907
0.01% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
7,630
shares
|
$543,408
0.01% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,549
shares
|
$537,639
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7,531
shares
|
$536,357
0.0% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
7,504
shares
|
$534,434
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
7,477
shares
|
$532,511
0.0% of portfolio
|
Q3 2025
Added 33.37%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
7,358
shares
|
$524,036
0.03% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
7,311
shares
|
$520,689
0.13% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
7,274
shares
|
$518,054
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2025 Q3 2025 |
7,225
shares
|
$514,564
0.0% of portfolio
|
Q2 2025
Reduced 96.02%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,208
shares
|
$513,353
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
7,177
shares
|
$511,145
0.06% of portfolio
|
Q4 2025
Added 6.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,090
shares
|
$504,949
0.01% of portfolio
|
Q3 2025
Reduced 19.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
7,083
shares
|
$504,451
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
7,072
shares
|
$503,667
0.08% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,070
shares
|
$503,525
0.0% of portfolio
|
Q3 2025
Reduced 23.95%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,036
shares
|
$501,103
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
6,988
shares
|
$497,685
0.06% of portfolio
|
Q3 2025
Reduced 41.2%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
6,967
shares
|
$496,189
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,814
shares
|
$485,293
0.02% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
6,466
shares
|
$460,508
0.1% of portfolio
|
Q4 2025
Added 2.31%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
6,446
shares
|
$459,084
0.11% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,424
shares
|
$457,517
0.01% of portfolio
|
Q4 2023
Added 11.74%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,358
shares
|
$452,816
0.0% of portfolio
|
Q3 2025
Added 17.94%
|
|