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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
105
shares
|
$7,478
0.0% of portfolio
|
Q3 2022
Reduced 66.35%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
104
shares
|
$7,406
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
100
shares
|
$7,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
100
shares
|
$7,122
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
100
shares
|
$7,122
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
100
shares
|
$7,122
0.0% of portfolio
|
Q1 2023
Added 2500.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
100
shares
|
$7,122
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
98
shares
|
$6,979
0.0% of portfolio
|
Q2 2025
Added 188.24%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
93
shares
|
$6,623
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
90
shares
|
$6,409
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
85
shares
|
$6,053
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
83
shares
|
$5,911
0.0% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
80
shares
|
$5,697
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
79
shares
|
$5,626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
70
shares
|
$4,985
0.0% of portfolio
|
Q4 2025
Added 169.23%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
69
shares
|
$4,914
0.0% of portfolio
|
Q1 2025
Reduced 20.69%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
67
shares
|
$4,771
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
66
shares
|
$4,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
55
shares
|
$3,917
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
54
shares
|
$3,845
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
52
shares
|
$3,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
51
shares
|
$3,632
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
50
shares
|
$3,561
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
50
shares
|
$3,561
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
50
shares
|
$3,561
0.0% of portfolio
|
Q4 2022
New holding
|
|