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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
537
shares
|
$34,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
535
shares
|
$34,272
0.0% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
522
shares
|
$33,439
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
512
shares
|
$32,798
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
511
shares
|
$32,734
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
500
shares
|
$32,030
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
500
shares
|
$32,030
0.0% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
499
shares
|
$31,965
0.0% of portfolio
|
Q1 2024
Added 27.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
464
shares
|
$29,723
0.0% of portfolio
|
Q2 2025
Added 101.74%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
443
shares
|
$28,378
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
418
shares
|
$26,777
0.0% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
415
shares
|
$26,584
0.02% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
412
shares
|
$26,392
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
400
shares
|
$25,624
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
400
shares
|
$25,624
0.02% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
386
shares
|
$24,727
0.01% of portfolio
|
Q1 2025
Added 65.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
361
shares
|
$23,125
0.0% of portfolio
|
Q1 2025
Added 30.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
335
shares
|
$21,460
0.0% of portfolio
|
Q1 2024
Reduced 11.61%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
282
shares
|
$18,064
0.0% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
276
shares
|
$17,680
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
275
shares
|
$17,616
0.01% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
254
shares
|
$16,271
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
254
shares
|
$16,271
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
247
shares
|
$15,822
0.0% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
236
shares
|
$15,118
0.01% of portfolio
|
Q1 2025
Reduced 22.11%
|