United Capital Financial Advisers »

HSBC Holdings shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in HSBC Holdings by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 24k 70.98
2025-06-30 $1.4M 23k 60.79
2025-03-31 $1.3M 23k 57.43
2024-12-31 $1.1M 23k 49.46
2024-09-30 $1.0M 23k 45.19
2024-06-30 $1.0M 23k 43.50
2024-03-31 $890k 23k 39.36
2023-12-31 $1.1M 28k 40.54
2019-12-31 $840k 22k 39.08
2019-09-30 $3.6M 95k 38.27
2019-06-30 $5.8M 138k 41.74
2019-03-31 $5.1M 126k 40.58
2018-12-31 $5.4M 131k 41.11
2018-09-30 $5.1M 116k 43.99
2018-06-30 $5.6M 119k 46.94
2018-03-31 $5.3M 112k 47.67
2017-12-31 $5.5M 107k 51.64
2017-09-30 $4.9M 99k 49.41
2017-06-30 $4.3M 93k 46.39
2017-03-31 $3.4M 84k 40.82
2016-12-31 $3.3M 82k 40.18
2016-09-30 $3.3M 88k 37.61
2016-06-30 $961k 31k 31.01
2016-03-31 $1.1M 37k 31.12
2015-12-31 $2.0M 51k 39.47
2015-09-30 $2.5M 67k 37.87
2015-06-30 $6.7M 150k 44.81
2015-03-31 $7.2M 146k 49.63
2014-12-31 $6.4M 136k 47.23
2014-09-30 $7.9M 156k 50.88
2014-06-30 $8.1M 159k 50.80
2014-03-31 $7.2M 142k 50.83
2013-12-31 $1.5M 27k 55.14
2013-09-30 $579k 11k 54.23
2011-03-31 $3.2M 61k 51.80

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding HSBC Holdings

Fisher Investments
Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
FMR
Northern Trust
Sanders Capital
BlackRock
Susquehanna International
American Century Companies
Citadel Advisors
Contrarian Capital Management
Royal Bank of Canada
ClearBridge Advisors
Cookson, Peirce & Co

View all funds holding HSBC Holdings