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 478 institutions that hold shares in the stock, with a total of 52.8 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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
50
shares
|
$2,462
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
49
shares
|
$2,413
0.0% of portfolio
|
Q2 2024
Added 6.52%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
49
shares
|
$2,413
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
48
shares
|
$2,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
44
shares
|
$2,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
44
shares
|
$2,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
40
shares
|
$1,970
0.0% of portfolio
|
Q3 2024
Added 73.91%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
39
shares
|
$1,920
0.0% of portfolio
|
Q2 2010
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
39
shares
|
$1,920
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
33
shares
|
$1,625
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
33
shares
|
$1,625
0.0% of portfolio
|
Q4 2023
Added 93.94%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
26
shares
|
$1,280
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
25
shares
|
$1,231
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
22
shares
|
$1,083
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
20
shares
|
$985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
11
shares
|
$541
0.0% of portfolio
|
Q3 2022
Reduced 47.62%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
11
shares
|
$541
0.0% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
3
shares
|
$147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
2
shares
|
$98
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$49
0.0% of portfolio
|
Q3 2024
Reduced 94.44%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|