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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,476
shares
|
$247,560
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,465
shares
|
$246,777
0.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,460
shares
|
$246,421
0.0% of portfolio
|
Q3 2025
Added 110.72%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
3,455
shares
|
$246,065
0.01% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
3,407
shares
|
$242,646
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,400
shares
|
$242,148
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
3,379
shares
|
$240,652
0.01% of portfolio
|
Q4 2025
Added 12.71%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
3,352
shares
|
$238,729
0.23% of portfolio
|
Q4 2025
Added 3.04%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
3,346
shares
|
$238,302
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,278
shares
|
$233,459
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
3,270
shares
|
$232,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
3,255
shares
|
$231,821
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,209
shares
|
$228,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
3,200
shares
|
$227,904
0.01% of portfolio
|
Q3 2025
Reduced 26.44%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
3,181
shares
|
$226,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,164
shares
|
$225,340
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
3,161
shares
|
$225,126
0.02% of portfolio
|
Q4 2025
Reduced 2.68%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,157
shares
|
$224,841
0.01% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
3,150
shares
|
$224,343
0.26% of portfolio
|
Q4 2025
Reduced 12.38%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,147
shares
|
$224,129
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
3,137
shares
|
$223,417
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 20, 2026 Q4 2025 |
3,130
shares
|
$222,918
0.17% of portfolio
|
Q4 2025
Reduced 8.75%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
3,123
shares
|
$222,420
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,097
shares
|
$220,568
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,028
shares
|
$215,654
0.0% of portfolio
|
Q3 2025
New holding
|
|