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Get Institutions for : 
HSBC Holdings plc (ADR) (HSBC)  
$44.45 0.06 (0.13%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 385    5
Total shares held : 
 55,420,294  
% of shares held : 
 1.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 -2,842,077  
% of shares held change : 
   -0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $39.02  
Last Quarter's Ending Price : 
 $40.54  
Last Quarter's Average Price : 
 $38.71  
Change from last quarter's     
avg. price to the last closing  : 
5.74 (14.83%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 644,046
 1.16%
 
Increased Positions :
149
 3,382,083
 6.1%
 
Unchanged Positions :
90
 830,144
 1.5%
 
Decreased Positions :
112
-5,721,425
-10.32%
 
Closed Positions :
29
-1,146,781
-2.07%
 
Guru Positions :
2
14
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   DIMENSIONAL FUND ADVISORS INC 108 - 2023-12-31 11,621,349 $471,129,000 376,641
   GOLDMAN SACHS GROUP INC/ 416 - 2023-12-31 4,925,789 $199,691,000 634,539
   BLACKROCK INC. 2128 - 2023-12-31 2,139,792 $86,747,000 102,922
   NORTHERN TRUST CORP 723 - 2023-12-31 1,927,144 $78,126,000 98,758
   CITIGROUP INC 263 - 2023-12-31 1,469,180 $59,561,000 2,257
   GRANTHAM MAYO VAN OTTERLOO & CO LLC 86 - 2023-12-31 1,186,314 $48,093,000 343,450
   CLARK CAPITAL MANAGEMENT GROUP INC 81 - 2023-12-31 1,104,981 $44,796,000 44,651
   AMERICAN CENTURY COMPANIES INC 690 - 2023-12-31 775,913 $31,456,000 77,663
   ENVESTNET ASSET MANAGEMENT INC 891 - 2023-12-31 647,190 $26,237,000 31,608
   Qube Research & Technologies Ltd 406 - 2023-12-31 541,717 $21,961,000 459,629
   RAYMOND JAMES & ASSOCIATES 973 - 2024-03-31 352,093 $13,858,000 12,313
   QRG CAPITAL MANAGEMENT INC. 153 - 2023-12-31 251,509 $10,196,000 81,567
   APG ALL PENSIONS GROUP 440 - 2023-12-31 204,300 $7,498,000 25,100
   CREATIVE PLANNING 507 - 2023-12-31 156,302 $6,336,000 22,381
   MERCER GLOBAL ADVISORS INC /ADV 407 - 2023-12-31 156,111 $6,329,000 51,635
   HIGHTOWER ADVISORS, LLC 885 - 2023-12-31 144,888 $5,866,000 5,656
   MARINER WEALTH ADVISORS, LLC 641 - 2023-12-31 139,574 $5,658,000 6,664
   O SHAUGHNESSY ASSET MANAGEMENT LLC 288 - 2023-12-31 137,008 $5,554,000 14,319
   NEUBERGER BERMAN GROUP LLC 917 - 2023-12-31 121,435 $4,923,000 113,201
   Ramirez Asset Management Inc. 23 - 2023-12-31 119,935 $4,862,000 8,830
   QUANTBOT TECHNOLOGIES LLC 79 - 2023-12-31 114,666 $4,649,000 13,998
   BANK OF MONTREAL /CAN/ 1069 - 2023-12-31 114,319 $4,644,000 26,128
   SEI INVESTMENTS CO 1233 - 2023-12-31 110,331 $4,473,000 30,975
   Quantinno Capital Management LP 130 - 2023-12-31 108,215 $4,387,000 13,392
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2377 - 2023-12-31 104,708 $4,245,000 32,603
   LPL FINANCIAL CORP 1854 - 2023-12-31 94,345 $3,825,000 25,283
   Naviter Wealth LLC 38 - 2024-03-31 86,404 $3,525,000 20,856
   ADVISOR PARTNERS II LLC 164 - 2023-09-30 82,218 $3,244,000 7,224
   Russell Investments Group Ltd. 1386 - 2023-12-31 18,969 $2,978,000 9,087
   Aquatic Capital Management LLC 252 - 2023-12-31 72,500 $2,939,000 2,200
   Comprehensive Portfolio Management LLC 139 - 2024-03-31 71,812 $2,827,000 16,917
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1552 - 2023-12-31 69,511 $2,818,000 1,088
   Ethic Inc. 287 - 2023-12-31 69,076 $2,800,000 29,696
   Integrated Wealth Concepts LLC 378 - 2023-12-31 65,130 $2,640,000 3,887
   JT Stratford LLC 36 - 2023-12-31 62,658 $2,540,000 14
   WETHERBY ASSET MANAGEMENT INC 158 - 2023-12-31 61,502 $2,493,000 2,669
   STIFEL FINANCIAL CORP 1564 - 2023-12-31 56,627 $2,296,000 11,080
   Qtron Investments LLC 52 - 2023-12-31 55,716 $2,259,000 4,853
   BRANDES INVESTMENT PARTNERS LP 140 - 2023-12-31 54,705 $2,218,000 30,296
   CLS INVESTMENT FIRM LLC 436 - 2022-12-31 70,994 $2,212,000 56,597
   MML INVESTORS SERVICES LLC 976 - 2023-12-31 51,188 $2,075,000 13,042
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 750 - 2023-12-31 50,552 $2,049,000 2,013
   MORNINGSTAR INVESTMENT SERVICES, INC. 187 - 2023-12-31 50,308 $2,038,000 25,746
   Private Advisor Group LLC 756 - 2023-12-31 50,107 $2,031,000 473
   COMMONWEALTH EQUITY SERVICES LLC. 1785 - 2024-03-31 49,736 $1,958,000 4,021
   HPM Partners LLC - 2023-12-31 45,982 $1,864,000 16,866
   Vident Advisory LLC 411 - 2023-12-31 42,795 $1,735,000 1,444
   SIGNATUREFD, LLC 184 - 2023-12-31 41,718 $1,691,000 2,936
   Rockefeller Capital Management L.P. 1005 - 2023-12-31 37,409 $1,517,000 8,347
   PATHSTONE FAMILY OFFICE, LLC 559 - 2023-09-30 36,839 $1,467,000 10,539
   INVESCO LTD 2645 - 2023-12-31 35,539 $1,441,000 12,222
   WAYNE HUMMER INVESTMENTS L.L.C. 142 - 2023-12-31 35,410 $1,436,000 2,410
   BB&T CORP 1411 - 2023-12-31 34,956 $1,417,000 1,139
   MRP Capital Investments LLC 26 - 2023-12-31 32,540 $1,319,000 32,340
   Squarepoint Ops LLC 1230 - 2023-12-31 31,900 $1,293,000 31,900
   QUADRANT CAPITAL GROUP LLC 137 - 2023-12-31 31,027 $1,258,000 2,474
   FINANCIAL NETWORK 1252 - 2023-12-31 30,095 $1,220,000 1,360
   Susquehanna International Securities Ltd. 22 - 2023-12-31 29,180 $1,183,000 29,180
   PRUDENTIAL FINANCIAL INC 1737 - 2023-12-31 29,037 $1,177,000 8,813
   Capital Wealth Planning LLC 77 - 2023-12-31 27,921 $1,132,000 11,776
   RHUMBLINE ADVISERS 2190 - 2023-12-31 27,622 $1,120,000 358
   AE Wealth Management LLC 1113 - 2023-12-31 27,714 $1,099,000 2,467
   ORLEANS CAPITAL MANAGEMENT CORP/LA 42 - 2023-12-31 26,705 $1,083,000 2,905
   MCCORMACK ADVISORS INTERNATIONAL 403 - 2023-12-31 26,553 $1,076,000 264
   GLENMEDE TRUST CO NA 671 - 2023-12-31 26,390 $1,070,000 5,958
   DAVENPORT & CO LLC - 2023-12-31 25,836 $1,047,000 5,841
   Vise Technologies Inc. 110 - 2023-12-31 24,722 $1,002,000 1,764
   DORSEY & WHITNEY TRUST CO LLC 215 - 2023-12-31 23,839 $966,000 635
   Checchi Capital Advisers LLC 209 - 2024-03-31 22,845 $899,000 1,444
   MITCHELL & PAHL PRIVATE WEALTH LLC 82 - 2024-03-31 22,185 $873,000 1,096
   PROFUND ADVISORS LLC 360 - 2023-12-31 21,321 $864,000 4,084
   WOLVERINE TRADING LLC 489 - 2023-12-31 21,141 $857,000 13,529
   WEDBUSH MORGAN SECURITIES INC 376 - 2023-12-31 20,414 $828,000 473
   Cubist Systematic Strategies LLC 1190 - 2023-12-31 20,353 $825,000 20,353
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1326 - 2024-03-31 20,399 $803,000 873
   Envestnet Portfolio Solutions Inc. 891 - 2023-12-31 18,261 $740,000 1,434
   FIXED INCOME SECURITIES INC 796 - 2023-12-31 17,918 $726,000 2,844
   CAAS CAPITAL MANAGEMENT LP 34 - 2024-03-31 18,193 $716,000 8,193
   CAMPBELL & CO INVESTMENT ADVISER LLC 553 - 2023-12-31 17,324 $702,000 5,859
   Crumly & Associates Inc. 63 - 2023-12-31 15,957 $647,000 620
   Legacy Financial Advisors Inc. 133 - 2023-12-31 15,227 $617,000 1,895
   SYON CAPITAL LLC 222 - 2023-12-31 14,644 $594,000 3,941
   Aaron Wealth Advisors 149 - 2024-03-31 14,398 $567,000 9,252
   TOWER RESEARCH CAPITAL LLC 1272 - 2023-12-31 13,920 $564,000 12,032
   Goss Wealth Management LLC 1212 - 2023-12-31 14,442 $559,000 12,846
   Cetera Investment Advisers 1434 - 2023-12-31 13,685 $555,000 1,380
   Susquehanna International Group Ltd. 44 - 2023-12-31 13,601 $551,000 13,601
   BALLENTINE FINN & COMPANY INC 373 - 2024-03-31 13,609 $536,000 4,106
   PDS Planning Inc 141 - 2023-12-31 13,023 $528,000 494
   BP WEALTH MANAGEMENT LLC 467 - 2023-12-31 12,559 $509,000 611
   BKM Wealth Management LLC 106 - 2024-03-31 12,936 $509,000 3,941
   Legacy Wealth Asset Management LLC 230 - 2024-03-31 12,821 $505,000 191
   SAGE RHINO CAPITAL LLC 128 - 2024-03-31 12,679 $499,000 179
   BLAIR WILLIAM & CO/IL 1070 - 2023-12-31 12,219 $495,000 728
   PROEQUITIES INC. 442 - 2023-12-31 12,098 $490,000 2,710
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2304 - 2024-03-31 12,057 $475,000 1,194
   BSW WEALTH PARTNERS 146 - 2024-03-31 11,838 $466,000 5,093
   Cooper Financial Group 232 - 2024-03-31 11,455 $451,000 117
   CAPROCK Group Inc. 420 - 2023-12-31 11,029 $447,000 1,747
   IEQ CAPITAL LLC 618 - 2023-12-31 10,838 $439,000 2,596
  100 Records found
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