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 583 institutions that hold shares in the stock, with a total of 73.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
12,324
shares
|
$842,591
0.02% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,200
shares
|
$834,114
0.08% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
12,005
shares
|
$820,781
0.01% of portfolio
|
Q2 2025
Added 1258.03%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,992
shares
|
$819,893
0.22% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
11,899
shares
|
$813,534
0.33% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
11,896
shares
|
$813,329
0.22% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
11,884
shares
|
$812,509
0.1% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
11,843
shares
|
$809,705
0.18% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
11,534
shares
|
$788,579
0.04% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
11,432
shares
|
$781,605
0.08% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
11,324
shares
|
$774,221
0.05% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
11,242
shares
|
$768,615
0.19% of portfolio
|
Q2 2025
Added 138.38%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,233
shares
|
$768,000
0.05% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
11,214
shares
|
$766,701
0.27% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,193
shares
|
$765,265
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
11,184
shares
|
$764,650
0.09% of portfolio
|
Q2 2025
Added 78.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,086
shares
|
$757,949
0.0% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
11,040
shares
|
$754,804
0.22% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
10,987
shares
|
$751,181
0.41% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
10,964
shares
|
$749,608
0.07% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
10,941
shares
|
$748,036
0.26% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,865
shares
|
$742,840
0.0% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,804
shares
|
$738,669
0.0% of portfolio
|
Q2 2025
Reduced 88.44%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
10,734
shares
|
$733,883
0.57% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
10,361
shares
|
$708,381
0.31% of portfolio
|
Q4 2024
Added 8.24%
|