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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
168
shares
|
$11,964
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
163
shares
|
$11,608
0.0% of portfolio
|
Q1 2022
Reduced 5.23%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
163
shares
|
$11,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
162
shares
|
$11,537
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2026 Q4 2025 |
160
shares
|
$11,395
0.01% of portfolio
|
Q4 2025
Reduced 17.95%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
160
shares
|
$11,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
158
shares
|
$11,252
0.0% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
155
shares
|
$11,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
152
shares
|
$10,825
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
151
shares
|
$10,754
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
150
shares
|
$10,683
0.0% of portfolio
|
Q1 2022
Reduced 27.88%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
150
shares
|
$10,683
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
148
shares
|
$10,540
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
148
shares
|
$10,540
0.0% of portfolio
|
Q1 2022
Reduced 50.17%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
144
shares
|
$10,255
0.01% of portfolio
|
Q4 2024
Added 227.27%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
143
shares
|
$10,184
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
136
shares
|
$9,685
0.0% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
136
shares
|
$9,685
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
135
shares
|
$9,614
0.0% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
131
shares
|
$9,329
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
121
shares
|
$8,617
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
114
shares
|
$8,119
0.0% of portfolio
|
Q3 2025
Added 2750.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
112
shares
|
$7,976
0.0% of portfolio
|
Q4 2022
Reduced 26.32%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
111
shares
|
$7,905
0.0% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
108
shares
|
$7,691
0.0% of portfolio
|
Q1 2024
Reduced 43.46%
|
|