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 |
|---|---|---|---|---|---|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
5,663
shares
|
$387,179
0.14% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
5,606
shares
|
$383,282
0.0% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
5,519
shares
|
$377,334
0.04% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$376,035
0.02% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,391
shares
|
$368,582
0.0% of portfolio
|
Q2 2025
Added 195.56%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
5,342
shares
|
$365,232
0.04% of portfolio
|
Q2 2025
Added 33.38%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
5,277
shares
|
$360,788
0.05% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,202
shares
|
$355,660
0.01% of portfolio
|
Q2 2020
Added 19.04%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
5,188
shares
|
$354,703
0.0% of portfolio
|
Q3 2024
Reduced 32.47%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
5,158
shares
|
$352,652
0.19% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,058
shares
|
$345,815
0.0% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
5,024
shares
|
$343,490
0.01% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,984
shares
|
$340,756
0.01% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
4,982
shares
|
$340,619
0.06% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,972
shares
|
$339,935
0.06% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,962
shares
|
$339,251
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,934
shares
|
$337,337
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,890
shares
|
$334,329
0.08% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,880
shares
|
$333,645
0.03% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
4,824
shares
|
$329,816
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
4,792
shares
|
$327,629
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,770
shares
|
$326,124
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
4,760
shares
|
$325,441
0.11% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
4,668
shares
|
$319,151
0.01% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,661
shares
|
$318,672
0.07% of portfolio
|
Q2 2025
Added 2.26%
|