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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
233
shares
|
$14,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
224
shares
|
$14,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
223
shares
|
$14,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
205
shares
|
$13,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
204
shares
|
$13,068
0.0% of portfolio
|
Q4 2024
Reduced 35.85%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
203
shares
|
$13,004
0.0% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$12,812
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
200
shares
|
$12,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
199
shares
|
$12,747
0.0% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
192
shares
|
$12,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
191
shares
|
$12,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
189
shares
|
$12,107
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
180
shares
|
$11,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
173
shares
|
$11,082
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
171
shares
|
$10,954
0.0% of portfolio
|
Q1 2025
Added 137.5%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
171
shares
|
$10,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
169
shares
|
$10,826
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
168
shares
|
$10,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
165
shares
|
$10,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
163
shares
|
$10,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
163
shares
|
$10,441
0.0% of portfolio
|
Q1 2022
Reduced 5.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
158
shares
|
$10,121
0.0% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
156
shares
|
$9,993
0.0% of portfolio
|
Q1 2025
Added 7700.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
155
shares
|
$9,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
154
shares
|
$9,865
0.0% of portfolio
|
Q2 2024
Added 48.08%
|