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 477 institutions that hold shares in the stock, with a total of 52.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
105
shares
|
$5,181
0.0% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$4,935
0.0% of portfolio
|
Q1 2023
Added 2500.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$4,935
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$4,935
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$4,935
0.0% of portfolio
|
Q1 2020
Reduced 63.24%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$4,935
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
95
shares
|
$4,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
93
shares
|
$4,589
0.0% of portfolio
|
Q3 2024
Reduced 62.65%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
90
shares
|
$4,441
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
87
shares
|
$4,293
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
84
shares
|
$4,145
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
83
shares
|
$4,096
0.0% of portfolio
|
Q2 2024
Reduced 33.06%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$3,997
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
81
shares
|
$3,997
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
79
shares
|
$3,898
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
79
shares
|
$3,898
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
76
shares
|
$3,750
0.01% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
75
shares
|
$3,701
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
71
shares
|
$3,503
0.0% of portfolio
|
Q3 2024
Added 44.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
55
shares
|
$2,714
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
54
shares
|
$2,664
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
52
shares
|
$2,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
51
shares
|
$2,516
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
50
shares
|
$2,467
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
50
shares
|
$2,467
0.0% of portfolio
|
Q4 2022
New holding
|