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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,345
shares
|
$707,287
0.0% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,265
shares
|
$701,818
0.01% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
10,105
shares
|
$690,878
0.33% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
10,100
shares
|
$690,537
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,084
shares
|
$689,443
0.0% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
10,068
shares
|
$688,349
0.79% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,000
shares
|
$683,700
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$683,700
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
9,924
shares
|
$678,503
0.07% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
9,788
shares
|
$669,205
0.11% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
9,666
shares
|
$660,864
0.12% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
9,480
shares
|
$648,147
0.16% of portfolio
|
Q2 2025
Added 207.79%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
9,412
shares
|
$643,498
0.0% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
9,340
shares
|
$638,575
0.11% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,297
shares
|
$635,635
0.0% of portfolio
|
Q2 2025
Reduced 29.1%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
9,162
shares
|
$626,405
0.01% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,132
shares
|
$624,354
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,119
shares
|
$623,466
0.01% of portfolio
|
Q2 2025
Added 78.21%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
9,008
shares
|
$615,876
0.28% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
8,754
shares
|
$598,510
0.01% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
8,597
shares
|
$587,776
0.11% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
8,544
shares
|
$584,153
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8,543
shares
|
$584,084
0.05% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
8,504
shares
|
$581,418
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,494
shares
|
$580,734
0.01% of portfolio
|
Q2 2025
Added 54.8%
|