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 |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
6,248
shares
|
$444,982
0.07% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
6,237
shares
|
$444,199
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
6,200
shares
|
$441,564
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,194
shares
|
$441,136
0.03% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
6,134
shares
|
$436,863
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
6,052
shares
|
$431,023
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,017
shares
|
$428,530
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,891
shares
|
$419,557
0.0% of portfolio
|
Q3 2025
Added 16.47%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,707
shares
|
$406,452
0.05% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
5,703
shares
|
$406,167
0.19% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
5,700
shares
|
$405,954
0.15% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,640
shares
|
$401,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,560
shares
|
$395,983
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,541
shares
|
$394,630
0.47% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,519
shares
|
$393,063
0.04% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
5,500
shares
|
$391,710
0.02% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,380
shares
|
$383,163
0.01% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,358
shares
|
$381,596
0.1% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
5,232
shares
|
$372,623
0.01% of portfolio
|
Q4 2025
Added 4.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,202
shares
|
$370,486
0.01% of portfolio
|
Q2 2020
Added 19.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,194
shares
|
$369,916
0.01% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
5,158
shares
|
$367,352
0.06% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,108
shares
|
$363,791
0.01% of portfolio
|
Q3 2025
Added 30.84%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,078
shares
|
$361,655
0.0% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
5,063
shares
|
$360,586
0.06% of portfolio
|
Q3 2025
Added 1.63%
|
|