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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
4,549
shares
|
$311,015
0.0% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,417
shares
|
$301,990
0.01% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
4,367
shares
|
$298,571
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
4,350
shares
|
$297,409
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,256
shares
|
$290,982
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,222
shares
|
$288,658
0.01% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,143
shares
|
$283,256
0.02% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
4,136
shares
|
$282,778
0.01% of portfolio
|
Q2 2025
Added 14.07%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
4,112
shares
|
$281,137
0.07% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,102
shares
|
$280,453
0.02% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
4,075
shares
|
$278,607
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,046
shares
|
$276,625
0.1% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
4,046
shares
|
$276,625
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,022
shares
|
$274,984
0.0% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
4,009
shares
|
$274,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
4,000
shares
|
$273,480
0.03% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$273,480
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,994
shares
|
$273,069
0.09% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
3,947
shares
|
$269,856
0.03% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
3,930
shares
|
$268,694
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,904
shares
|
$266,916
0.0% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
3,820
shares
|
$261,173
0.07% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
3,812
shares
|
$260,626
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
3,806
shares
|
$260,216
0.09% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
3,803
shares
|
$260,011
0.06% of portfolio
|
Q2 2025
New holding
|