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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,459
shares
|
$103,909
0.04% of portfolio
|
Q1 2022
Added 6.5%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,441
shares
|
$102,628
0.0% of portfolio
|
Q3 2025
Added 210.56%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,419
shares
|
$101,061
0.0% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,344
shares
|
$95,719
0.01% of portfolio
|
Q3 2025
Reduced 22.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,306
shares
|
$93,013
0.0% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,290
shares
|
$91,873
0.0% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,260
shares
|
$89,737
0.01% of portfolio
|
Q3 2025
Added 2580.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,204
shares
|
$85,748
0.0% of portfolio
|
Q3 2025
Added 196.55%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,181
shares
|
$84,110
0.01% of portfolio
|
Q1 2024
Reduced 23.9%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
1,139
shares
|
$81,119
0.0% of portfolio
|
Q4 2025
Added 9.94%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,058
shares
|
$75,350
0.0% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,020
shares
|
$72,644
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,006
shares
|
$71,647
0.0% of portfolio
|
Q1 2023
Added 40.11%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
988
shares
|
$70,365
0.01% of portfolio
|
Q3 2025
Added 29.49%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
907
shares
|
$64,596
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
874
shares
|
$62,246
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
867
shares
|
$61,747
0.0% of portfolio
|
Q4 2025
Added 4.46%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
809
shares
|
$57,616
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
804
shares
|
$57,260
0.01% of portfolio
|
Q3 2025
Reduced 50.49%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
800
shares
|
$56,976
0.03% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
780
shares
|
$55,551
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
765
shares
|
$54,483
0.01% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
757
shares
|
$53,913
0.0% of portfolio
|
Q4 2019
Reduced 6.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
712
shares
|
$50,708
0.0% of portfolio
|
Q3 2025
Added 97.23%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
700
shares
|
$49,854
0.02% of portfolio
|
Q4 2024
Reduced 12.5%
|
|