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 |
|---|---|---|---|---|---|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
3,010
shares
|
$214,372
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,010
shares
|
$214,372
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
2,999
shares
|
$213,588
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,972
shares
|
$211,665
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,936
shares
|
$209,101
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,934
shares
|
$208,959
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
2,850
shares
|
$202,977
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,818
shares
|
$200,697
0.0% of portfolio
|
Q3 2025
Reduced 62.49%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
2,749
shares
|
$195,783
0.13% of portfolio
|
Q4 2025
Reduced 12.14%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
2,713
shares
|
$193,219
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
2,659
shares
|
$189,373
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
2,629
shares
|
$187,237
0.05% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
2,578
shares
|
$183,605
0.04% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
2,525
shares
|
$179,830
0.0% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
2,342
shares
|
$166,797
0.05% of portfolio
|
Q3 2025
Added 15.83%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
2,166
shares
|
$154,262
0.0% of portfolio
|
Q4 2025
Added 14.3%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,054
shares
|
$146,285
0.0% of portfolio
|
Q3 2025
Added 65.38%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,916
shares
|
$136,457
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,866
shares
|
$132,896
0.09% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,838
shares
|
$130,902
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,691
shares
|
$120,433
0.0% of portfolio
|
Q4 2025
Reduced 20.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,690
shares
|
$120,361
0.01% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,594
shares
|
$113,524
0.01% of portfolio
|
Q3 2025
Added 95.82%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,590
shares
|
$113,239
0.01% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,534
shares
|
$109,251
0.0% of portfolio
|
Q4 2025
Added 256.74%
|
|