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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
696
shares
|
$49,569
0.0% of portfolio
|
Q4 2025
Added 728.57%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
690
shares
|
$49,141
0.01% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
689
shares
|
$49,070
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
677
shares
|
$48,215
0.0% of portfolio
|
Q1 2024
Reduced 27.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
656
shares
|
$46,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
626
shares
|
$44,583
0.0% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
610
shares
|
$43,444
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
591
shares
|
$42,091
0.0% of portfolio
|
Q3 2025
Reduced 35.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
590
shares
|
$42,019
0.01% of portfolio
|
Q2 2022
Reduced 68.36%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
580
shares
|
$41,307
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
501
shares
|
$35,681
0.0% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
499
shares
|
$35,538
0.0% of portfolio
|
Q1 2024
Added 27.62%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
477
shares
|
$33,971
0.01% of portfolio
|
Q4 2025
Added 2.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
476
shares
|
$33,900
0.0% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
445
shares
|
$31,692
0.02% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
444
shares
|
$31,621
0.02% of portfolio
|
Q3 2025
Added 80.49%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
426
shares
|
$30,339
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
419
shares
|
$29,841
0.02% of portfolio
|
Q4 2025
Reduced 6.26%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
418
shares
|
$29,769
0.0% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
416
shares
|
$29,627
0.01% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
400
shares
|
$28,488
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
381
shares
|
$27,134
0.0% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
369
shares
|
$26,280
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
364
shares
|
$25,924
0.03% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
335
shares
|
$23,858
0.0% of portfolio
|
Q1 2024
Reduced 11.61%
|
|