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 561 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 $4.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
8,045
shares
|
$515,362
0.21% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
8,014
shares
|
$513,376
0.23% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,979
shares
|
$511,134
0.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
7,882
shares
|
$504,920
0.01% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
7,703
shares
|
$493,454
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
7,647
shares
|
$489,866
0.14% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
7,620
shares
|
$488,137
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,549
shares
|
$483,588
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
7,207
shares
|
$461,680
0.1% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,130
shares
|
$456,747
0.01% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
7,122
shares
|
$456,235
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,065
shares
|
$452,583
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
6,967
shares
|
$446,306
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
6,963
shares
|
$446,049
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
6,830
shares
|
$437,529
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
6,792
shares
|
$435,095
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,753
shares
|
$432,597
0.0% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,740
shares
|
$431,764
0.0% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
6,728
shares
|
$430,995
0.07% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,679
shares
|
$427,856
0.01% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
6,642
shares
|
$425,486
0.09% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
6,461
shares
|
$413,891
0.11% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,430
shares
|
$411,905
0.03% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,424
shares
|
$411,521
0.01% of portfolio
|
Q4 2023
Added 11.74%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,383
shares
|
$408,894
0.08% of portfolio
|
Q2 2025
Added 4.23%
|