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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
814
shares
|
$55,653
0.0% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
809
shares
|
$55,311
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
802
shares
|
$54,832
0.01% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
763
shares
|
$52,166
0.0% of portfolio
|
Q2 2025
Added 346.2%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
757
shares
|
$51,756
0.0% of portfolio
|
Q4 2019
Reduced 6.77%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
750
shares
|
$51,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
725
shares
|
$49,568
0.01% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
719
shares
|
$49,158
0.0% of portfolio
|
Q2 2025
Added 690.11%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
700
shares
|
$47,859
0.02% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
689
shares
|
$47,106
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
677
shares
|
$46,286
0.0% of portfolio
|
Q1 2024
Reduced 27.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
644
shares
|
$44,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
604
shares
|
$41,295
0.02% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
600
shares
|
$41,022
0.03% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
590
shares
|
$40,338
0.01% of portfolio
|
Q2 2022
Reduced 68.36%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
556
shares
|
$38,013
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
537
shares
|
$36,714
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
535
shares
|
$36,577
0.0% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
512
shares
|
$35,005
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
511
shares
|
$34,937
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
510
shares
|
$34,868
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
501
shares
|
$34,253
0.0% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
500
shares
|
$34,185
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
499
shares
|
$34,116
0.0% of portfolio
|
Q1 2024
Added 27.62%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
476
shares
|
$32,544
0.0% of portfolio
|
Q2 2025
Reduced 4.8%
|