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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
321
shares
|
$22,861
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
283
shares
|
$20,155
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
254
shares
|
$18,089
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
254
shares
|
$18,089
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
247
shares
|
$17,591
0.0% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
239
shares
|
$17,021
0.01% of portfolio
|
Q3 2025
Added 35.8%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
236
shares
|
$16,807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
233
shares
|
$16,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
219
shares
|
$15,597
0.0% of portfolio
|
Q2 2025
Reduced 63.74%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
214
shares
|
$15,241
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
213
shares
|
$15,169
0.0% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
205
shares
|
$14,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
204
shares
|
$14,528
0.0% of portfolio
|
Q4 2024
Reduced 35.85%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
200
shares
|
$14,244
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
200
shares
|
$14,244
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
200
shares
|
$14,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
200
shares
|
$14,244
0.0% of portfolio
|
Q2 2025
Reduced 77.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
197
shares
|
$14,030
0.0% of portfolio
|
Q3 2025
Added 149.37%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
192
shares
|
$13,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
191
shares
|
$13,603
0.01% of portfolio
|
Q3 2025
Reduced 82.51%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
190
shares
|
$13,531
0.0% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
189
shares
|
$13,460
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
180
shares
|
$12,819
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
180
shares
|
$12,819
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
169
shares
|
$12,036
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|