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 |
|---|---|---|---|---|---|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
4,097
shares
|
$291,788
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,081
shares
|
$290,648
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,078
shares
|
$290,435
0.02% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
4,075
shares
|
$290,221
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
4,069
shares
|
$289,794
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
4,046
shares
|
$288,156
0.05% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
4,000
shares
|
$284,880
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,965
shares
|
$282,387
0.1% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
3,955
shares
|
$281,675
0.0% of portfolio
|
Q3 2025
Reduced 45.31%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
3,954
shares
|
$281,603
0.04% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
3,913
shares
|
$278,683
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
3,908
shares
|
$278,327
0.08% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
3,904
shares
|
$278,042
0.07% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
3,900
shares
|
$277,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
3,875
shares
|
$275,977
0.1% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,835
shares
|
$273,128
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
3,812
shares
|
$271,490
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
3,786
shares
|
$269,638
0.0% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,731
shares
|
$265,721
0.0% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,725
shares
|
$265,294
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
3,720
shares
|
$264,938
0.04% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,713
shares
|
$264,439
0.03% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
3,689
shares
|
$262,730
0.15% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
3,650
shares
|
$259,953
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
3,530
shares
|
$251,406
0.01% of portfolio
|
Q3 2025
New holding
|
|