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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
   MORGAN STANLEY 672 - 2023-12-31 6,196,900 $251,222,000 -2,177,788
   BANK OF AMERICA CORP /DE/ 683 - 2023-12-31 3,533,855 $143,262,000 -85,840
   LAZARD ASSET MANAGEMENT LLC 138 - 2023-12-31 2,260,467 $91,638,000 -668,430
   RENAISSANCE TECHNOLOGIES LLC 311 - 2023-12-31 1,171,765 $47,503,000 -253,478
   ROYAL BANK OF CANADA 807 - 2023-12-31 920,170 $37,304,000 -20,076
   JANE STREET GROUP LLC 355 - 2023-12-31 813,668 $32,986,000 -1,451,558
   CITADEL ADVISORS LLC 649 - 2023-12-31 732,144 $29,681,000 -36,652
   FMR LLC 1486 - 2023-12-31 680,582 $27,591,000 -17,176
   WELLS FARGO & CO/MN 930 - 2023-12-31 646,458 $26,207,000 -106,697
   FIL LTD 392 - 2023-12-31 610,222 $24,738,000 -61,232
   COOKSON PEIRCE & CO INC 28 - 2024-03-31 603,392 $23,750,000 -6,074
   Crossmark Global Holdings Inc. 50 - 2023-12-31 467,608 $18,957,000 -14,823
   NATIXIS ASSET MANAGEMENT ADVISORS LP 517 - 2024-03-31 338,809 $13,336,000 -234,832
   MERITAGE PORTFOLIO MANAGEMENT 37 - 2024-03-31 237,569 $9,351,000 -10,060
   AMERIPRISE FINANCIAL INC 1808 - 2023-12-31 224,195 $9,098,000 -204,767
   Advisor Group Holdings Inc. 982 - 2023-12-31 174,371 $7,070,000 -53,230
   CWM LLC 367 - 2024-03-31 167,453 $6,591,000 -10,382
   RENAISSANCE GROUP LLC 96 - 2024-03-31 160,216 $6,306,000 -118
   UBS Group AG 1968 - 2023-12-31 128,899 $5,226,000 -8,406
   HENNESSY ADVISORS INC 122 - 2024-03-31 132,400 $5,211,000 -10,400
   BANK OF NEW YORK MELLON CORP 2319 - 2024-03-31 128,268 $5,049,000 -17,068
   M&T BANK CORP 418 - 2023-12-31 120,262 $4,875,000 -2,602
   THOMAS WHITE INTERNATIONAL LTD 29 - 2023-06-30 111,793 $4,429,000 -97
   Orion Portfolio Solutions LLC 354 - 2023-12-31 96,958 $4,017,000 -13,600
   US BANCORP 626 - 2023-12-31 95,465 $3,870,000 -1,967
   FRANKLIN RESOURCES INC 1185 - 2023-12-31 78,710 $3,191,000 -10,465
   Old Port Advisors 29 - 2023-09-30 69,831 $2,756,000 -2,488
   CATALYST CAPITAL ADVISORS LLC 97 - 2024-03-31 69,000 $2,716,000 -1,200
   BALYASNY ASSET MANAGEMENT LLC 936 - 2023-12-31 65,225 $2,644,000 -60,479
   YOUSIF CAPITAL MANAGEMENT LLC 656 - 2024-03-31 66,108 $2,602,000 -2,200
   PNC FINANCIAL SERVICES GROUP INC 823 - 2023-12-31 60,035 $2,434,000 -8,065
   CAPTRUST FINANCIAL ADVISORS 836 - 2023-12-31 58,736 $2,381,000 -3,066
   Cresset Asset Management LLC 522 - 2023-12-31 56,027 $2,271,000 -3,480
   WEST FAMILY INVESTMENTS, INC. 30 - 2023-12-31 55,654 $2,256,000 -3,853
   JustInvest LLC 308 - 2023-12-31 54,878 $2,225,000 -1,950
   JANNEY MONTGOMERY SCOTT LLC 1110 - 2024-03-31 56,056 $2,206,000 -16,416
   CI Private Wealth LLC 1000 - 2023-12-31 48,776 $1,977,000 -2,050
   Veriti Management LLC 153 - 2024-03-31 47,190 $1,857,000 -7,836
   BUCKINGHAM ASSET MANAGEMENT, LLC 247 - 2023-12-31 44,612 $1,809,000 -22,470
   EARNEST PARTNERS LLC 232 - 2023-12-31 44,560 $1,806,000 -1,043
   CIBC WORLD MARKETS INC. 574 - 2023-12-31 42,159 $1,709,000 -728
   BARCLAYS PLC 2227 - 2023-12-31 40,207 $1,630,000 -64
   THOROUGHBRED FINANCIAL SERVICES LLC 165 - 2023-12-31 37,266 $1,510,000 -422
   Pacer Advisors Inc. 698 - 2023-12-31 35,744 $1,449,000 -656
   Richard P Slaughter Associates Inc 75 - 2024-03-31 36,631 $1,442,000 -740
   OPPENHEIMER & CO INC 598 - 2023-12-31 35,422 $1,436,000 -621
   REGIONS FINANCIAL CORP 430 - 2024-03-31 36,094 $1,421,000 -51,684
   Penserra Capital Management LLC 352 - 2023-12-31 27,921 $1,131,000 -6,536
   PARK AVENUE SECURITIES LLC 609 - 2024-03-31 28,074 $1,105,000 -12,228
   Schechter Investment Advisors LLC 198 - 2023-12-31 27,237 $1,104,000 -3,255
   EAGLE ASSET MANAGEMENT INC 481 - 2023-12-31 27,161 $1,101,000 -1,194
   LAKE STREET ADVISORS GROUP LLC 106 - 2023-12-31 27,137 $1,100,000 -1,042
   Forum Financial Management LP 155 - 2023-12-31 26,801 $1,087,000 -266
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 41 - 2024-03-31 26,303 $1,035,000 -64
   Sequoia Financial Advisors LLC 470 - 2024-03-31 26,027 $1,024,000 -229
   Private Advisor Group LLC - 2024-03-31 25,749 $1,013,000 -24,358
   DAVENPORT & CO LLC - 2024-03-31 25,503 $1,004,000 -333
   Miracle Mile Advisors LLC 274 - 2024-03-31 25,185 $991,000 -2,327
   Atlantic Trust Group LLC 659 - 2023-12-31 21,676 $879,000 -37
   ZBN.A. 225 - 2023-12-31 20,526 $832,000 -328
   DAVIDSON D A & CO 780 - 2023-12-31 19,627 $796,000 -40
   Connectus Wealth LLC 368 - 2023-12-31 19,152 $777,000 -163
   SEABRIDGE INVESTMENT ADVISORS LLC - 2024-03-31 17,325 $682,000 -2,150
   Clarius Group LLC 177 - 2024-03-31 17,214 $678,000 -1,167
   PZENA INVESTMENT MANAGEMENT LLC - 2024-03-31 17,045 $671,000 -90
   LEVEL FOUR ADVISORY SERVICES LLC 387 - 2023-12-31 16,060 $651,000 -4,634
   MILLENNIUM MANAGEMENT LLC 2971 - 2023-12-31 15,350 $622,000 -20,023
   Crumly & Associates Inc. - 2024-03-31 15,683 $617,000 -274
   TD Waterhouse Canada Inc. 506 - 2023-12-31 14,959 $606,000 -5,060
   PROSPERA FINANCIAL SERVICES 618 - 2023-12-31 13,918 $564,000 -685
   Bayesian Capital Management LP 365 - 2023-12-31 13,213 $536,000 -5,979
   FIRST MANHATTAN CO 465 - 2023-12-31 12,977 $526,000 -5,475
   EVERGREEN CAPITAL MANAGEMENT LLC 418 - 2023-12-31 12,639 $512,000 -338
   J P MORGAN CHASE & CO 3665 - 2023-12-31 12,528 $508,000 -30,639
   Americana Partners LLC - 2023-12-31 12,149 $493,000 -2,692
   Strategic Global Advisors LLC 127 - 2023-12-31 12,064 $489,000 -217
   CSS LLC/IL 207 - 2023-12-31 11,600 $470,000 -1,000
   CALAMOS WEALTH MANAGEMENT LLC 183 - 2023-12-31 11,046 $448,000 -21,259
   GRADIENT INVESTMENTS LLC 233 - 2024-03-31 11,004 $433,000 -526
   Global Retirement Partners LLC 569 - 2024-03-31 10,807 $425,000 -857
   Vontobel Holding Ltd. 905 - 2023-12-31 10,000 $405,000 -15,765
   GREENLEAF TRUST - 2024-03-31 9,916 $390,000 -749
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2712 - 2024-03-31 9,110 $359,000 -15
   DEUTSCHE BANK AG 2519 - 2023-12-31 7,971 $323,000 -288
   AMERICAN TRUST CO 70 - 2023-12-31 7,890 $320,000 -530
   Gallacher Capital Management LLC 151 - 2023-12-31 7,864 $319,000 -802
   Parallel Advisors LLC 649 - 2023-12-31 7,193 $292,000 -194
   Sivia Capital Partners LLC 119 - 2024-03-31 7,250 $285,000 -834
   Connor Clark & Lunn Investment Management Ltd. 1195 - 2023-12-31 6,637 $269,000 -1,579
   Kestra Advisory Services LLC 1951 - 2023-12-31 6,202 $251,000 -1,465
   Hexagon Capital Partners LLC 172 - 2024-03-31 6,305 $248,000 -14
   Safeguard Investment Advisory Group LLC - 2023-12-31 6,084 $247,000 -276
   WNY Asset Management LLC 203 - 2023-12-31 5,540 $225,000 -100
   ACORN CREEK CAPITAL LLC 62 - 2024-03-31 5,565 $219,000 -225
   JARISLOWSKY FRASER LTD 213 - 2023-12-31 5,425 $219,000 -4,890
   SEVEN EIGHT CAPITAL LLC 573 - 2023-12-31 5,314 $215,000 -28,917
   Aprio Wealth Management LLC 209 - 2024-03-31 5,417 $213,000 -164
   Cornerstone Wealth Management LLC 513 - 2024-03-31 5,099 $201,000 -70
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 214 - 2024-03-31 4,340 $171,000 -26
   NATIONAL BANK OF CANADA /FI/ 1356 - 2023-12-31 3,206 $129,000 -242
  100 Records found
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