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 478 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
26,715
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
25,996
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
25,533
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
25,500
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
24,925
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 26.61%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
24,609
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
24,355
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
24,163
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
23,805
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
23,458
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.85%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
23,048
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
23,000
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
22,987
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
22,700
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
22,618
shares
|
$1.11 Million
0.49% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
21,674
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
21,565
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2024
Added 299.72%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
21,565
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
21,463
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 63.03%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
20,869
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
20,823
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
20,693
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 92.28%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
20,627
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,577
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$985,000
0.05% of portfolio
|
Q4 2022
Reduced 33.33%
|