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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
7,056
shares
|
$482,418
0.01% of portfolio
|
Q2 2025
Added 34.45%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
7,052
shares
|
$482,145
0.0% of portfolio
|
Q2 2025
Added 22.49%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
7,037
shares
|
$481,119
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
6,997
shares
|
$478,384
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
6,967
shares
|
$476,333
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,905
shares
|
$472,094
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
6,751
shares
|
$461,565
0.01% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
6,642
shares
|
$454,113
0.09% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
6,457
shares
|
$441,465
0.1% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,424
shares
|
$439,208
0.01% of portfolio
|
Q4 2023
Added 11.74%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,383
shares
|
$436,405
0.08% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
6,368
shares
|
$435,380
0.04% of portfolio
|
Q2 2025
Added 42.72%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
6,288
shares
|
$429,910
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,267
shares
|
$428,474
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
6,200
shares
|
$423,894
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,194
shares
|
$423,483
0.03% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
6,134
shares
|
$419,381
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,912
shares
|
$404,203
0.01% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,905
shares
|
$403,724
0.0% of portfolio
|
Q2 2025
Reduced 60.94%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
5,850
shares
|
$399,964
0.44% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
5,788
shares
|
$395,725
0.01% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
5,762
shares
|
$393,947
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
5,749
shares
|
$393,059
0.01% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
5,707
shares
|
$390,187
0.04% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
5,694
shares
|
$389,298
0.07% of portfolio
|
Q2 2025
Added 0.37%
|