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 |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
23,000
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
22,893
shares
|
$1.63 Million
0.71% of portfolio
|
Q4 2025
Reduced 1.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,818
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 44.87%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
22,700
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
22,263
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
22,161
shares
|
$1.58 Million
0.62% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
22,090
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
22,025
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
21,695
shares
|
$1.55 Million
0.11% of portfolio
|
Q4 2025
Added 3.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
20,740
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Nov 14, 2025 Q3 2025 |
20,300
shares
|
$1.45 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
19,494
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
19,354
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 07, 2025 Q3 2025 |
19,348
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,321
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
19,231
shares
|
$1.37 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
19,062
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
18,862
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
18,757
shares
|
$1.34 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
18,636
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
18,596
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
18,088
shares
|
$1.29 Million
0.19% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
18,002
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
17,961
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 204.17%
|
|