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 |
|---|---|---|---|---|---|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
5,044
shares
|
$359,233
0.07% of portfolio
|
Q4 2025
Reduced 2.7%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
4,988
shares
|
$355,245
0.01% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,962
shares
|
$353,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,960
shares
|
$353,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
4,930
shares
|
$351,114
0.01% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,862
shares
|
$346,271
0.0% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,799
shares
|
$341,784
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
4,776
shares
|
$340,146
0.01% of portfolio
|
Q4 2025
Added 2.31%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
4,760
shares
|
$339,007
0.11% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
4,744
shares
|
$337,867
0.04% of portfolio
|
Q4 2025
Added 65.07%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,718
shares
|
$336,015
0.0% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
4,709
shares
|
$335,374
0.1% of portfolio
|
Q3 2025
Added 17.9%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4,701
shares
|
$334,805
0.02% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
4,698
shares
|
$334,591
0.1% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,685
shares
|
$333,665
0.04% of portfolio
|
Q4 2025
Reduced 7.34%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
4,667
shares
|
$332,383
0.08% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,558
shares
|
$324,620
0.01% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,462
shares
|
$317,783
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,457
shares
|
$317,427
0.02% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
4,429
shares
|
$315,433
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
4,409
shares
|
$314,008
0.15% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,378
shares
|
$311,801
0.01% of portfolio
|
Q3 2025
Reduced 60.89%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
4,338
shares
|
$308,952
0.03% of portfolio
|
Q4 2025
Added 5.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,293
shares
|
$305,747
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,222
shares
|
$300,690
0.01% of portfolio
|
Q3 2025
Reduced 37.46%
|
|