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 526 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
16,871
shares
|
$974,637
0.09% of portfolio
|
Q4 2024
Added 79.94%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
16,708
shares
|
$965,221
0.01% of portfolio
|
Q4 2024
Added 44.4%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
16,126
shares
|
$931,599
0.01% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,080
shares
|
$928,941
0.08% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
15,965
shares
|
$922,298
0.05% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
15,577
shares
|
$899,883
0.0% of portfolio
|
Q4 2024
Added 739.73%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
15,334
shares
|
$885,845
0.06% of portfolio
|
Q4 2024
Reduced 74.68%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
14,948
shares
|
$863,545
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,767
shares
|
$853,089
0.0% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
14,700
shares
|
$849,219
0.07% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
14,663
shares
|
$847,081
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
14,573
shares
|
$841,882
0.01% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,241
shares
|
$822,702
0.0% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
14,222
shares
|
$821,604
0.06% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Henry James International Management Inc.
|
Feb 05, 2025 Q4 2024 |
14,189
shares
|
$819,698
0.26% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
14,163
shares
|
$818,196
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
14,127
shares
|
$816,116
0.07% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
14,028
shares
|
$810,397
0.04% of portfolio
|
Q4 2024
Added 24.95%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
13,973
shares
|
$807,220
0.0% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
13,637
shares
|
$787,809
0.28% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
13,575
shares
|
$784,227
0.08% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
13,505
shares
|
$780,183
0.02% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
13,430
shares
|
$775,851
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,391
shares
|
$773,598
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
13,378
shares
|
$772,847
0.06% of portfolio
|
Q4 2024
Added 45.6%
|