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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
17,929
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
17,915
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
17,871
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
17,817
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
17,221
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Added 88.85%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
16,414
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
16,405
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
16,339
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
16,227
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
15,947
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
15,736
shares
|
$1.12 Million
0.25% of portfolio
|
Q2 2025
Added 24.19%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
15,696
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
15,469
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
15,188
shares
|
$1.08 Million
0.14% of portfolio
|
Q4 2025
Added 10.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
15,101
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 39.77%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
15,085
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 73.82%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,767
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
14,690
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
14,685
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
14,663
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
14,536
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 47.48%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
14,480
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2025
Added 52.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
14,473
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,412
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
14,336
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Added 2.94%
|
|