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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,036
shares
|
$66,366
0.0% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,024
shares
|
$65,597
0.0% of portfolio
|
Q1 2025
Added 32.13%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,006
shares
|
$64,444
0.0% of portfolio
|
Q1 2023
Added 40.11%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
907
shares
|
$58,102
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
900
shares
|
$57,654
0.04% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
884
shares
|
$56,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
874
shares
|
$55,988
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
864
shares
|
$55,347
0.0% of portfolio
|
Q1 2025
Added 51.05%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
809
shares
|
$51,824
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
783
shares
|
$50,158
0.01% of portfolio
|
Q1 2025
Added 113.93%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
772
shares
|
$49,454
0.01% of portfolio
|
Q1 2025
Added 282.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
757
shares
|
$48,493
0.0% of portfolio
|
Q4 2019
Reduced 6.77%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
750
shares
|
$48,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
741
shares
|
$47,468
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
725
shares
|
$46,443
0.01% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
700
shares
|
$44,842
0.02% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
689
shares
|
$44,137
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
677
shares
|
$43,368
0.0% of portfolio
|
Q1 2024
Reduced 27.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
644
shares
|
$41,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
604
shares
|
$38,692
0.0% of portfolio
|
Q1 2024
Added 175.8%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
600
shares
|
$38,436
0.03% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
590
shares
|
$37,795
0.01% of portfolio
|
Q2 2022
Reduced 68.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
586
shares
|
$37,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
583
shares
|
$37,346
0.02% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
556
shares
|
$35,617
0.0% of portfolio
|
Q2 2023
New holding
|