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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
8,492
shares
|
$580,598
0.03% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,226
shares
|
$562,411
0.0% of portfolio
|
Q2 2025
Added 35.47%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,179
shares
|
$559,198
0.01% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
8,166
shares
|
$558,309
0.03% of portfolio
|
Q2 2025
Added 112.99%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,111
shares
|
$554,549
0.02% of portfolio
|
Q2 2025
Added 50.73%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,083
shares
|
$552,634
0.06% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
8,075
shares
|
$552,087
0.06% of portfolio
|
Q2 2025
Reduced 37.66%
|
|
|
American Trust Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,045
shares
|
$550,036
0.28% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
8,033
shares
|
$549,216
0.04% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
8,014
shares
|
$547,917
0.23% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,979
shares
|
$545,524
0.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
7,715
shares
|
$527,474
0.08% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,694
shares
|
$526,038
0.0% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,661
shares
|
$523,782
0.0% of portfolio
|
Q2 2025
Added 50.66%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
7,647
shares
|
$522,825
0.14% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
7,645
shares
|
$522,688
0.11% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,549
shares
|
$516,125
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
7,513
shares
|
$513,663
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
7,496
shares
|
$512,501
0.03% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,369
shares
|
$503,818
0.0% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
7,232
shares
|
$494,451
0.0% of portfolio
|
Q2 2025
Reduced 61.01%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Aug 13, 2025 Q2 2025 |
7,225
shares
|
$493,973
0.0% of portfolio
|
Q2 2025
Reduced 96.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,152
shares
|
$488,982
0.02% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,137
shares
|
$487,956
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
7,100
shares
|
$485,427
0.07% of portfolio
|
Q2 2025
New holding
|