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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,117
shares
|
$327,795
0.0% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,085
shares
|
$325,745
0.0% of portfolio
|
Q1 2025
Added 3781.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,984
shares
|
$319,275
0.01% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,972
shares
|
$318,506
0.06% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,971
shares
|
$318,442
0.09% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
4,928
shares
|
$315,687
0.03% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,911
shares
|
$314,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,896
shares
|
$313,637
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
4,760
shares
|
$304,925
0.11% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
4,756
shares
|
$304,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,738
shares
|
$303,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
4,668
shares
|
$299,032
0.01% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,637
shares
|
$297,046
0.09% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
4,603
shares
|
$294,868
0.06% of portfolio
|
Q1 2025
Reduced 27.32%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,602
shares
|
$294,804
0.02% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
4,601
shares
|
$294,740
0.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
4,558
shares
|
$291,985
0.07% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
4,424
shares
|
$283,401
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,417
shares
|
$282,953
0.01% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
4,350
shares
|
$278,661
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
4,347
shares
|
$278,468
0.11% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,222
shares
|
$270,461
0.01% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,128
shares
|
$264,439
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
4,112
shares
|
$263,414
0.07% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
4,075
shares
|
$261,044
0.07% of portfolio
|
Q4 2024
New holding
|