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 525 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
10,361
shares
|
$596,897
0.26% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
10,189
shares
|
$586,988
0.01% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,100
shares
|
$581,861
0.0% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,000
shares
|
$576,100
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
9,966
shares
|
$574,141
0.11% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
9,833
shares
|
$566,479
0.27% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
9,614
shares
|
$553,862
0.1% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
9,500
shares
|
$547,295
0.3% of portfolio
|
Q4 2024
Added 52.71%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,162
shares
|
$527,822
0.01% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
9,013
shares
|
$519,238
0.03% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
9,008
shares
|
$518,950
0.26% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
8,960
shares
|
$516,185
0.22% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8,913
shares
|
$513,477
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,814
shares
|
$507,774
0.01% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,713
shares
|
$501,955
0.01% of portfolio
|
Q1 2024
Added 2.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
8,531
shares
|
$491,470
0.0% of portfolio
|
Q4 2024
Reduced 46.34%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
8,504
shares
|
$489,915
0.23% of portfolio
|
Q4 2021
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,499
shares
|
$489,627
0.0% of portfolio
|
Q4 2024
Reduced 63.77%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
8,492
shares
|
$489,224
0.03% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
8,273
shares
|
$476,607
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
8,156
shares
|
$469,867
0.04% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,150
shares
|
$469,521
0.18% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
8,123
shares
|
$467,966
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
8,028
shares
|
$462,493
0.12% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
7,971
shares
|
$459,209
0.0% of portfolio
|
Q4 2023
Reduced 3.49%
|