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HSBC HLDGS PLC
HSBC HLDGS PLC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 376 Institutional holders with a total value of $4,492,862,511.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 ADIRONDACK TRUST CO 607 27,000 0.00%
52 BALENTINE LLC 617 28,000 0.00%
53 Hexavest Inc. 668 30,000 0.00%
54 REILLY FINANCIAL ADVISORS, LLC 700 31,000 0.00%
55 SIMPLEX TRADING, LLC 726 32,000 0.00%
56 Oakworth Capital, Inc. 743 33,000 0.00%
57 Advisory Services Network, LLC 771 34,000 0.00%
58 WESTPORT RESOURCES MANAGEMENT INC 750 34,000 0.00%
59 GUPTA WEALTH MANAGEMENT LLC 737 34,000 0.00%
60 CENTRAL TRUST Co 811 36,000 0.00%
61 Hanson & Doremus Investment Management 809 36,000 0.00%
62 NEXT Financial Group, Inc 834 37,000 0.00%
63 Joel Isaacson & Co., LLC 825 37,000 0.00%
64 BENJAMIN F. EDWARDS & COMPANY, INC. 902 40,000 0.00%
65 Beacon Capital Management, Inc. 925 41,000 0.00%
66 Lombard Odier Transatlantic Ltd 1,000 45,000 0.00%
67 1832 Asset Management L.P. 1,000 45,000 0.00%
68 SCHRODER INVESTMENT MANAGEMENT GROUP 1,044 48,000 0.00%
69 Winslow, Evans & Crocker, Inc. 1,072 48,038 0.00%
70 Bartlett & Co. LLC 1,121 50,000 0.00%
71 First Horizon Advisors, Inc. 1,152 51,000 0.00%
72 Compagnie Lombard Odier SCmA 1,213 55,000 0.00%
73 MSI Financial Services Inc 1,238 55,000 0.00%
74 Apriem Advisors 1,300 58,000 0.00%
75 FMA ADVISORY INC 1,312 59,000 0.00%
76 ROPES WEALTH ADVISORS LLC 1,364 61,000 0.00%
77 VICTORY CAPITAL MANAGEMENT INC 1,385 62,000 0.00%
78 WASHINGTON TRUST BANK 1,413 63,000 0.00%
79 JFS WEALTH ADVISORS, LLC 1,526 68,000 0.00%
80 Mercer Capital Advisers, Inc. 1,546 69,000 0.00%
81 Kistler-Tiffany Companies, LLC 1,673 75,000 0.00%
82 Ledyard National Bank 1,699 76,000 0.00%
83 Tradewinds Capital Management, LLC 1,785 80,000 0.00%
84 MYCIO WEALTH PARTNERS, LLC 1,800 81,000 0.00%
85 UBS Group AG 1,800 81,000 0.00% Put
86 Manchester Capital Management LLC 1,900 85,000 0.00%
87 Jump Trading, LLC 2,000 90,000 0.00% Put
88 LS Investment Advisors, LLC 2,046 92,000 0.00%
89 Evercore Wealth Management, LLC 2,414 108,000 0.00%
90 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,460 110,000 0.00%
91 WOLVERINE ASSET MANAGEMENT LLC 374 114,000 0.00% Put
92 South Dakota Investment Council 2,907 130,000 0.00%
93 KANALY TRUST CO 3,546 159,000 0.00%
94 AMERICAN INTERNATIONAL GROUP, INC. 3,686 165,172 0.00%
95 Parallax Volatility Advisers, L.P. 4,000 179,000 0.00% Call
96 HUNTINGTON NATIONAL BANK 4,270 191,000 0.00%
97 INTEGRATED WEALTH MANAGEMENT 4,333 194,000 0.00%
98 WATERS PARKERSON & CO., LLC 4,653 209,000 0.00%
99 QUANTUM CAPITAL MANAGEMENT 4,691 210,000 0.00%
100 Point View Wealth Management, Inc. 4,720 212,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.