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 |
|---|---|---|---|---|---|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
10,100
shares
|
$642,360
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
10,100
shares
|
$642,360
0.0% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
10,068
shares
|
$640,324
0.79% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,065
shares
|
$640,134
0.01% of portfolio
|
Q1 2025
Added 69.67%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,000
shares
|
$636,000
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
10,000
shares
|
$636,000
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,818
shares
|
$624,424
0.01% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
9,788
shares
|
$622,516
0.11% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
9,668
shares
|
$614,884
0.1% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
9,666
shares
|
$614,757
0.12% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,612
shares
|
$611,323
0.01% of portfolio
|
Q1 2025
Added 73.6%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
9,412
shares
|
$598,603
0.0% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,155
shares
|
$582,258
0.0% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
9,008
shares
|
$572,908
0.28% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
8,864
shares
|
$563,750
0.01% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,814
shares
|
$560,570
0.01% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
8,604
shares
|
$547,214
0.15% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8,543
shares
|
$543,334
0.05% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
8,504
shares
|
$540,854
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
8,492
shares
|
$540,091
0.03% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
8,392
shares
|
$533,731
0.01% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
8,260
shares
|
$525,336
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,226
shares
|
$523,173
0.0% of portfolio
|
Q2 2025
Added 35.47%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
8,150
shares
|
$518,340
0.11% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
8,075
shares
|
$513,570
0.06% of portfolio
|
Q2 2025
Reduced 37.66%
|