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 562 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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
6,368
shares
|
$407,934
0.04% of portfolio
|
Q2 2025
Added 42.72%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
6,267
shares
|
$401,464
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
6,254
shares
|
$400,631
0.05% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,201
shares
|
$397,236
0.0% of portfolio
|
Q1 2025
Reduced 75.95%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,194
shares
|
$396,787
0.03% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
6,174
shares
|
$395,506
0.01% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,078
shares
|
$389,356
0.0% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,062
shares
|
$388,331
0.48% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
6,016
shares
|
$385,384
0.04% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
5,857
shares
|
$375,199
0.04% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,855
shares
|
$375,071
0.0% of portfolio
|
Q1 2025
Added 52.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,848
shares
|
$374,622
0.01% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
5,798
shares
|
$371,419
0.06% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
5,757
shares
|
$368,793
0.0% of portfolio
|
Q1 2025
Reduced 32.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
5,725
shares
|
$366,743
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
5,673
shares
|
$363,412
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
5,607
shares
|
$359,184
0.16% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
5,538
shares
|
$354,764
0.05% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
5,500
shares
|
$352,330
0.02% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,487
shares
|
$351,497
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
5,456
shares
|
$349,511
0.21% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
5,381
shares
|
$344,706
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
5,248
shares
|
$336,186
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,202
shares
|
$333,240
0.01% of portfolio
|
Q2 2020
Added 19.04%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
5,188
shares
|
$332,343
0.0% of portfolio
|
Q3 2024
Reduced 32.47%
|