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 561 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 |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,046
shares
|
$259,186
0.1% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,013
shares
|
$257,072
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
4,009
shares
|
$256,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
4,005
shares
|
$256,560
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
4,000
shares
|
$256,240
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
4,000
shares
|
$256,240
0.03% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
3,989
shares
|
$255,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
3,949
shares
|
$252,972
0.0% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,907
shares
|
$250,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
3,896
shares
|
$249,577
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
3,854
shares
|
$246,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,834
shares
|
$245,606
0.01% of portfolio
|
Q1 2025
Added 55.03%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
3,820
shares
|
$244,709
0.07% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
3,812
shares
|
$244,196
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
3,657
shares
|
$234,267
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
3,650
shares
|
$233,819
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,626
shares
|
$232,281
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,536
shares
|
$226,516
0.0% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,465
shares
|
$221,967
0.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
3,430
shares
|
$219,725
0.16% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,080
shares
|
$197,304
0.07% of portfolio
|
Q2 2024
Reduced 59.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,706
shares
|
$173,346
0.0% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,525
shares
|
$161,751
0.0% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,446
shares
|
$156,690
0.04% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
2,394
shares
|
$153,359
0.04% of portfolio
|
Q1 2025
Added 2.57%
|