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 563 institutions that hold shares in the stock, with a total of 72 Million shares, which have been reported (via 13F filing form) to have a value of $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
12,022
shares
|
$764,599
0.28% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,931
shares
|
$758,811
0.01% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
11,896
shares
|
$756,585
0.22% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
11,884
shares
|
$755,822
0.1% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
11,740
shares
|
$746,664
0.26% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,735
shares
|
$746,346
0.0% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
11,694
shares
|
$743,738
0.01% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
11,534
shares
|
$733,562
0.04% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
11,533
shares
|
$733,498
0.4% of portfolio
|
Q1 2025
Added 21.4%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
11,432
shares
|
$727,075
0.08% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
11,311
shares
|
$719,379
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
11,270
shares
|
$716,772
0.24% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
11,242
shares
|
$714,991
0.19% of portfolio
|
Q2 2025
Added 138.38%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,233
shares
|
$714,418
0.05% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
11,126
shares
|
$707,613
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,086
shares
|
$705,069
0.0% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
11,040
shares
|
$702,144
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
11,035
shares
|
$701,826
0.05% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
10,964
shares
|
$697,310
0.07% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
10,897
shares
|
$693,049
0.3% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
10,725
shares
|
$682,110
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
10,361
shares
|
$658,959
0.31% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
10,332
shares
|
$657,115
0.43% of portfolio
|
Q1 2025
Added 50.15%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,120
shares
|
$643,632
0.07% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
10,105
shares
|
$642,678
0.33% of portfolio
|
Q2 2025
Reduced 6.53%
|